WILLIAM E BRADLEY RESEARCH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILLIAM E BRADLEY RESEARCH FOUNDATION (EIN 91-6558207)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-07
IRS object ID
202402819349101000
Schema version
2023v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-07T10:51:16-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1227 WEST FIRST STREET SUITE 700AddressLine1Txt
CityDULUTHCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55802ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916558207EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILLIAM E BRADLEY RESEARCH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILLBusinessNameControlTxt
Phone5073986976PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5819AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55903ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH BRADLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5073986976PhoneNum
Signature2024-10-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIELLE HOLLARPreparerPersonNm
PTINP01815213PTIN
Phone2187275025PhoneNum
Preparation2024-10-01PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,642,638FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$816InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$816InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$160,624DividendsRevAndExpnssAmt
Dividends Net Invst Incm$160,624DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$161,440TotalRevAndExpnssAmt
Total Net Invst Incm$161,440TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$674OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$178OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$496OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,374TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$178TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,696TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$404,480ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$404,480ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$410,854TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$178TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$409,176TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$249,414ExcessRevenueOverExpensesAmt
Net Investment Income$161,262NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$163,431SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$285,238SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$285,238SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,968,136CorporateStockBOYAmt
Corporate Stock EOY$2,661,386CorporateStockEOYAmt
Corporate Stock EOYFMV$7,357,400CorporateStockEOYFMVAmt
Total Assets BOY$3,131,567TotalAssetsBOYAmt
Total Assets EOY$2,946,624TotalAssetsEOYAmt
Total Assets EOYFMV$7,642,638TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,619OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,619TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,128,948CapitalStockBOYAmt
Capital Stock EOY$2,946,624CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,128,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,946,624TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,131,567TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,946,624TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,128,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$249,414ExcessRevenueOverExpensesAmt
Other Increases$67,168OtherIncreasesAmt
Subtotal$2,946,702SubtotalAmt
Other Decreases$78OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,946,624TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,242InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,242SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,242TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,538EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,038TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,796OverpaymentAmt
Applied To ES Tax$2,796AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ELIZABETH BRADLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5073986976PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 5819AddressLine1Txt
CityROCHESTERCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55903ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID J BRADLEY
PO BOX 5819ROCHESTERMN55903TRUSTEE1.25$0$0$0
ELIZABETH A BRADLEY
PO BOX 5819ROCHESTERMN55903TRUSTEE1.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,671,313AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$213,403AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,884,716TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,884,716AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$118,271CashDeemedCharitableAmt
Net Vl Noncharitable Assets$7,766,445NetVlNoncharitableAssetsAmt
Minimum Investment Return$388,322MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$388,322MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,242TaxBasedOnInvestmentIncomeAmt
Total Tax$2,242TotalTaxAmt
Distributable Before Adj$386,080DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$386,080DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$386,080DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$409,176ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$409,176QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$386,080DistributableAsAdjustedAmt
Undistributed Income PY$405,146UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$409,176QualifyingDistributionsAmt
Applied To Year1$405,146AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,030AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$382,050UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1VANGUARD CHARITABLE DONOR ADVISED FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9509AddressLine1Txt
CityWARWICKCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028899509ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$404,480Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$404,480TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$816ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$160,624ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$161,440ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,440TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALASKA AIR GROUP INC COM$4,206$15,628
ALLSTATE CORP DEL COM$8,319$27,996
ARCHER DANIELS MIDLD$82,740$413,532
AT&T INC$43,826$23,408
BHP GROUP LTD$3,551$31,354
BLACKROCK EUROFUND$100,003$120,879
CAPITAL ONE FINL$3,180$5,376
CHEMOURS (THE) CO SHS$4,195$8,831
CIGNA CORP$36,961$160,805
CORTEVA INC REG SHS$14,870$28,704
CSL LTD AUD PAR ORDINARY$15,521$1,466,967
DISCOVER FINL SVCS$1,191$9,442
DOW INC REG$26,858$32,849
DUPONT DE NEMOURS INC$40,989$46,081
EASTMAN CHEMICAL CO COM$14,995$47,425
EXXON MOBIL CORP COM$188,101$724,855
ICU MEDICAL INC$35,548$374,025
LANDS END INC SHS$891$143
MERCK AND CO INC SHS$624,701$1,232,580
MORGAN STANLEY$6,031$15,666
NCR ATLEOS CORP$493$1,943
NCR VOYIX CORP$780$2,706
NEWMONT CORPORATION$29,113$65,562
ORGANON AND CO REG SHS$30,839$16,295
SEARS CDA INC$245$0
SEARS HOLDINGS CORP$4,115$0
SOUTH32 LTD SHS ADR$1,647$2,062
TARGET CORP COM$152,613$911,773
TERADATA CORP DEL$1,442$6,962
VANGUARD GROWTH INDEX FUND ADM$478,424$573,690
VANGUARD TOTAL STOCK MKT IDX FUND$535,758$841,420
VERIZON COMMUNICATNS COM$145,874$132,968
WARNER BROS DISCOVERY$13,709$3,835
WHIRLPOOL CORP$6,128$8,158
WOODSIDE ENERGY GROUP$3,529$3,480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNDEPOSITED CHECKDesc
Amt$78Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MERRILL LYNCH - ANNUAL ACCOUNT FEE$150$150$0
STATE OF WASHINGTON CHARITIES PROGRAM RENEWAL$75$0$75
MAILING EXPENSES$421$0$421
ADR FEES$28$28$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON DONATED STOCKDesc
Amt$67,168Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXPENSE REIMBURSEMENTDesc
BOY Book Value$2,619BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXES PAIDCategoryTxt
Amt$1,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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