SUMMER BREEZE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SUMMER BREEZE FOUNDATION (EIN 83-2748016)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-05
IRS object ID
202403109349101105
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)
Return2024-11-05T08:17:03-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1733 THIRD AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100172703ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832748016EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SUMMER BREEZE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% LYON POLK MORGAN STANLEYInCareOfNm
Business Name ControlSUMBusinessNameControlTxt
Phone2122252292PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12036 BISPHAM ROADAddressLine1Txt
CitySARASOTACityNm
State AbbreviationFLStateAbbreviationCd
ZIP342310000ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRICHARD L WAHLPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2122252292PhoneNum
Signature2024-05-15SignatureDt
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 PersonYanelys MarxPreparerPersonNm
PTINP01516644PTIN
Phone2129498700PhoneNum
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$10,368,601FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$279,803DividendsRevAndExpnssAmt
Dividends Net Invst Incm$279,803DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$159,722NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,113,512GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$159,722CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$36OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$36OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$439,562TotalRevAndExpnssAmt
Total Net Invst Incm$439,562TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,851AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,425AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$57,057OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57,057OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$7,239TaxesRevAndExpnssAmt
Taxes Net Invst Incm$7,239TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$69,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$66,721TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$530,664ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$530,664ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$599,811TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$66,721TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$530,664TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$160,249ExcessRevenueOverExpensesAmt
Net Investment Income$372,841NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$0CashBOYAmt
Cash EOY$2,749CashEOYAmt
Cash EOYFMV$2,749CashEOYFMVAmt
Other Investments BOY$9,693,089OtherInvestmentsBOYAmt
Other Investments EOY$10,365,852OtherInvestmentsEOYAmt
Other Investments EOYFMV$10,365,852OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,693,089TotalAssetsBOYAmt
Total Assets EOY$10,368,601TotalAssetsEOYAmt
Total Assets EOYFMV$10,368,601TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$9,693,089RetainedEarningBOYAmt
Retained Earning EOY$10,368,601RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$9,693,089TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,368,601TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,693,089TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,368,601TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$9,693,089TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$160,249ExcessRevenueOverExpensesAmt
Other Increases$830,910OtherIncreasesAmt
Subtotal$10,363,750SubtotalAmt
Tot Net Ast Or Fund Balances EOY$10,363,750TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MORGAN STANLEY - 016067-4442022-01-012023-12-31$40,000$47,977-$5,087-$7,977
ISHARES MSCI EAFE ETF2020-01-102023-12-27$180,103$166,267$13,836$13,836
MORGAN STANLEY - 016090-4442023-01-012023-12-31$2,159,397$2,117,316$42,427$42,081
MORGAN STANLEY - 016090-4442022-01-012023-12-31$390,560$282,797$108,005$107,763
MORGAN STANLEY - 016089-4442023-01-012023-12-31$1,916,180$1,935,527-$19,347-$19,347
MORGAN STANLEY - 016094-4442022-01-012023-12-31$35,315$36,201-$886-$886
MORGAN STANLEY - 016094-4442022-01-012023-12-31$1,373,647$1,348,037$25,665$25,610
MORGAN STANLEY - 016088-4442023-01-012023-12-31$23,201-$23,201-$23,201
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
CAPITAL GAIN DIVIDENDS$18,310P
FieldValueIRS element (for citing)
Capital Gain Net Income$159,722CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,182InvestmentIncomeExciseTaxAmt
Subtotal$5,182SubtotalAmt
Tax Based On Investment Income$5,182TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,901EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$7,901TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$2,719OverpaymentAmt
Applied To ES Tax$2,719AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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 Line1LYON POLK MORGAN STANLEYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2122252292PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11585 BROADWAY FL 22AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
RICHARD L WAHL
2036 BISPHAM ROADSARASOTAFL342310000TRUSTEE0$0$0$0
MARIA WAHL
2036 BISPHAM ROADSARASOTAFL342310000TRUSTEE0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,067,983AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,068,098TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,068,098AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$151,021CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,917,077NetVlNoncharitableAssetsAmt
Minimum Investment Return$495,854MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$495,854MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,182TaxBasedOnInvestmentIncomeAmt
Total Tax$5,182TotalTaxAmt
Distributable Before Adj$490,672DistributableBeforeAdjAmt
Distributable Before Ded$490,672DistributableBeforeDedAmt
Distributable As Adjusted$490,672DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$530,664ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$530,664QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$490,672DistributableAsAdjustedAmt
Undistributed Income PY$503,069UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$25,184TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$530,664QualifyingDistributionsAmt
Applied To Year1$503,069AppliedToYear1Amt
Applied To Prior Years$25,184AppliedToPriorYearsAmt
Applied To Current Year$2,411AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$488,261UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRICHARD L WAHLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE OUT OF DOOR ACADEMY
444 Reid StSarasotaFL34242PCCharitable Contribution$430,664
DON'T EVER GIVE UP INC
14600 Weston ParkwayCaryNC27513PCCharitable Contribution$0
GULF COAST COMMUNITY FOUNDATION INC
601 Tamiami Trail SouthVENICEFL34285PCCharitable Contribution$0
THE V FOUNDATION
14600 WESTON PARKWAYCARYNC27513PCCHARITABLE CONTRIBUTION$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$530,664TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$279,804ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion19ExclusionCd
Exclusion$36ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$159,722ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$439,562ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,562TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionSECTION 4942(h)(2) ELECTION AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS NAME: SUMMER BREEZE FOUNDATION EIN: 83-2748016 ADDRESS: 2036 BISPHAM ROAD SARASOTA, FL 34231 Tax Year Ending 12-31-2023 Pursuant to IRC Sec. 4942(h)(2) and Reg. 53.4942(a)-3(d)(2), the above referenced foundation hereby elects to treat current year qualifying distributions in excess of the immediately preceding tax year's undistributed income as being made out of Undistributed income from the tax year(s) ending: 12-31-2021 the amount of excess current year distributions being applied to prior year undistributed income: $25,184ElectionDesc

Depreciation Schedule DepreciationSchedule

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$10,365,852BookValueAmt
EOYFMV$10,365,852EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMORGAN STANLEY 016088-444 OTHER INCOMEDesc
Revenue And Expenses Per Books$36RevenueAndExpensesPerBooksAmt
Net Investment Income$36NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$830,910Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$57,057Amt
Net Investment Income$57,057NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$7,239Amt
Net Investment Income$7,239NetInvestmentIncomeAmt

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