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THEODORE AND WILDA LEISER FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THEODORE AND WILDA LEISER FOUNDATION (EIN 20-6645947)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-04
IRS object ID
202403099349100310
Schema version
2023v5.0
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)
Return2024-11-04T08:35:43-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232039016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL BOHORAD THORNBURG PRICE&CAMPIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11940 W NORWEGIAN ST PO BOX 1280AddressLine1Txt
CityPOTTSVILLECityNm
State AbbreviationPAStateAbbreviationCd
ZIP179017280ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN206645947EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THEODORE & WILDA LEISER FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O FIDELITY BANK TRUST DEPARTMENTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlTHEOBusinessNameControlTxt
Phone5705441709PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH BLAKELEY STREETAddressLine1Txt
CityDUNMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFIDELITY BANK TRUST DEPARTMENTPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5705441709PhoneNum
Signature2024-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS J CAMPION JRPreparerPersonNm
PTINP00027851PTIN
Phone5706221811PhoneNum
Preparation2024-11-03PreparationDt
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$1,626,446FMVAssetsEOYAmt
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$188InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$188InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,445DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,445DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$3,958NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,958GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,958CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$48,591TotalRevAndExpnssAmt
Total Net Invst Incm$48,591TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$16,925CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$850TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$18,875TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,643ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,643ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$100,518TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$82,743TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$51,927ExcessRevenueOverExpensesAmt
Net Investment Income$48,591NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,620CashBOYAmt
Cash EOY$30CashEOYAmt
Cash EOYFMV$30CashEOYFMVAmt
Sav And Temp Cash Invst BOY$48,009SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,923SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,923SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$969,903OtherInvestmentsBOYAmt
Other Investments EOY$936,130OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,596,493OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,019,532TotalAssetsBOYAmt
Total Assets EOY$966,083TotalAssetsEOYAmt
Total Assets EOYFMV$1,626,446TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,019,532RetainedEarningBOYAmt
Retained Earning EOY$966,083RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,019,532TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$966,083TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,019,532TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$966,083TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,019,532TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$51,927ExcessRevenueOverExpensesAmt
Other Increases$124OtherIncreasesAmt
Subtotal$967,729SubtotalAmt
Other Decreases$1,646OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$966,083TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$3,958CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$675InvestmentIncomeExciseTaxAmt
Subtotal$675SubtotalAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$37EsPenaltyAmt
Tax Due$712TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY BANK TRUST DEPARTMENTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5705441709PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH BLAKELY STREETAddressLine1Txt
CityDUNMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY BANK TRUST DEPARTMENTBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 NORTH BLAKELY STREETAddressLine1Txt
CityDUNMORECityNm
State AbbreviationPAStateAbbreviationCd
ZIP18512ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos2.00AverageHrsPerWkDevotedToPosRt
Compensation$16,925CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,541,173AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$82,359AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,623,532TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,623,532AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,353CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,599,179NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,959MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,959MinimumInvestmentReturnAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Tax$675TotalTaxAmt
Distributable Before Adj$79,284DistributableBeforeAdjAmt
Distributable Before Ded$79,284DistributableBeforeDedAmt
Distributable As Adjusted$79,284DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$82,743ExpensesAndContributionsAmt
Qualifying Distributions$82,743QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,284DistributableAsAdjustedAmt
Undistributed Income PY$81,643UndistributedIncomePYAmt
Qualifying Distributions$82,743QualifyingDistributionsAmt
Applied To Year1$81,643AppliedToYear1Amt
Applied To Current Year$1,100AppliedToCurrentYearAmt
Undistributed Income CY$78,184UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CANCER SOCIETY
PO BOX 720366OKLAHOMA CITYOK73262NONE501(C)(3)CHARITY$6,804
AMERICAN HEART ASSOC
122 E 42ND STNEW YORKNY10168NONE501(C)(3)CHARITY$6,803
ARTHRITIS FOUNDATION
1355 PEACHTREE STSTE 600ATLANTAGA30309NONE501(C)(3)CHARITY$6,804
SALVATION ARMY
440 W MYACK RDWEST MYACKNY10994NONE501(C)(3)CHARITY$13,607
S CENTRAL PA CH ALZHEIMERS ASSOC
3544 N PROGRESS AVEHARRISBURGPA17110NONE501(C)(3)CHARITY$6,804
SCHUYLKILL CTY SOC CRIPPLE CHILDREN
118 S SECOND STPOTTSVILLEPA17901NONE501(C)(3)CHARITY$6,803
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631NONE501(C)(3)CHARITY$6,803
ST JOHN'S EVANGELICAL LUTH CHURCH
200 E MAUCH CHUNK STTAMAQUAPA18252NONECHURCHRELIGION$6,803
ST JOHN'S UNITED CHURCH OF CHRIST
150 PINE STTAMAQUAPA18252NONECHURCHRELIGION$6,804
TAMAQUA AREA HIGH SCHOOL
500 PENN STTAMAQUAPA18252NONESCHOOLEDUCATION$6,804
TRINITY LUTHERAN CHURCH
300 W ARCH STPOTTSVILLEPA17901NONECHURCHRELIGION$6,804
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,643TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$188ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,445ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,958ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,591ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$48,591TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMARSHALL,BOHORAD,THORNBURG,PRICECategoryTxt
Amt$1,100Amt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (63 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ABBOT LABSAT COST$3,635$19,262
ABBVIE INC.AT COST$11,043$37,348
ADOBE SYSTEMSAT COST$6,042$119,320
AIR PRODUCTS & CHEMICALS INC.AT COST$7,494$41,070
ALLSPRING CORE BOND-INST BONDAT COST$157,046$128,425
AMCAP FUND INCORPORATEDAT COST$10,386$11,219
AT&T 5.3499% PF STK DUE 11/1/66AT COST$5,000$4,732
AUTOMATIC DATA PROCESSING INC.AT COST$8,811$61,038
BANK OF NY MELLONAT COST$16,010$26,025
BAXTER INT'LAT COST$3,612$3,866
BIOGEN IDEC INC.AT COST$5,042$25,877
CARRIER GLOBAL CORP USDAT COST$1,751$11,490
CARILLON REAMS UNCONSTRAINEDAT COST$8,238$7,739
CHEVRON CORP.AT COST$20,255$37,290
CONOCOPHILLIPSAT COST$12,462$23,214
CONSTELLATION ENERGY CORPAT COST$1,764$3,857
CVS/CAREMARK CORP.AT COST$11,979$23,688
DUKE ENERGY CORP.AT COST$2,328$9,704
EXELON CORPORATIONAT COST$7,791$3,590
EXXON MOBIL CORP.AT COST$9,550$12,497
FEDERAL TOTAL RETURN BD FDAT COST$126,714$106,860
GE HEALTHCARE TECHNOLOGIES INCAT COST$3,545$1,624
GENERAL ELECTRIC CO.AT COST$13,442$8,041
GENERAL MILLS INC.AT COST$11,538$26,056
GOLDMAN SACHS SMALL CAP VALUE INSIGHAT COST$9,976$11,793
HARBOR CAPITAL APPRECIATION FUNDAT COST$18,650$18,129
HARBOR INTERNATIONAL SMALLAT COST$15,120$13,320
INVESCO OPPENHEIMER INTL GROWTHAT COST$19,482$15,622
JH CLASSIC VALUE-I FUNDAT COST$16,769$22,708
JOHNSON & JOHNSONAT COST$15,975$39,185
JPMORGAN CORPORATE BOND FUNDAT COST$12,314$9,718
JPMORGAN EQUITY INCOME-IAT COST$22,411$29,042
LOWE'S COMPANIESAT COST$7,643$55,637
MCCORMICK & CO INCAT COST$14,713$27,368
MCDONALDS CORP.AT COST$1,438$7,413
MICROSOFT CORP.AT COST$5,544$75,208
NAT'L RURAL UTILITIES CP 3% 1/15/23AT COST
NIKE INC. CL BAT COST$2,737$21,714
OTIS WORLDWIDE CORPAT COST$2,626$8,947
PARAGON OFFSHOREAT COST$1,812$3
PEPSICO INC.AT COST$10,077$29,722
PIMCO COMMODITYPL STRAT-INSAT COST$17,914$15,115
PIMCO INCOME FUNDAT COST$14,274$14,520
PIMCO RAE EMRG FD INSTAT COST$17,023$20,270
PPL CORP COMAT COST$1,552$1,355
PRECISION CASTPART CP 2.5% 1/15/23AT COST
PROCTER & GAMBLE CO.AT COST$7,287$18,318
RAYTHEON TECHNOLOGIES CORPAT COST
RIVERNORTH CORE OPPORTUNITYAT COST$9,863$9,317
RTX CORPORATIONAT COST$5,843$16,828
SIT DIVIDEND GROWTH FUND-IAT COST$23,465$24,101
T ROWE PRICE EM MKTAT COST$50,450$42,444
TEMPLETON FOREIGN FUND-ADVISORAT COST$24,513$32,314
US BANCORPAT COST$15,450$21,640
VANGUARD DVD APPREC INDX-ADMFUNDAT COST$17,225$22,982
VANGUARD REIT (ETF)AT COST$23,798$43,915
VANGUARD SMALL-CAP VALUEAT COST$32,575$95,384
VERIZON COMM INC.AT COST$5,327$7,540
VICTORY MARKET NEUTRAL INCOMAT COST
WABTECAT COST$225$381
WAL MART STORES INC.AT COST$13,560$39,412
WALT DISNEY COMPANYAT COST$10,651$27,087
WEC ENERGY GROUP INC NPCAT COST$2,370$4,209

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescLOSS ON SALE OF VICTORY MARKET NEUTRAL INCOMEDesc
Amt$1,646Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
GAIN ON SALE OF PRECISION CASTPART$100
ADJUSTMENT$24

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAXCategoryTxt
Amt$850Amt

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