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OBRYAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
OBRYAN FOUNDATION (EIN 36-6199176)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-14
IRS object ID
202403199349105335
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)
Return2024-11-14T15:58:02-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN366199176EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1O'Bryan FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlOBRYBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKathleen BrucksPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-11-12SignatureDt
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 PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$1,940,892FMVAssetsEOYAmt
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$1,629InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,629InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,002DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,002DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,722NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$420,004GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,722CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$132,353TotalRevAndExpnssAmt
Total Net Invst Incm$132,353TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,131OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,131OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$772TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,905OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$20,905OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,808TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$18,131TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,905TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$140,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$140,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$179,808TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$18,131TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,905TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$47,455ExcessRevenueOverExpensesAmt
Net Investment Income$114,222NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,982SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$96,131SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$96,131SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,474,881CorporateStockBOYAmt
Corporate Stock EOY$1,427,277CorporateStockEOYAmt
Corporate Stock EOYFMV$1,844,761CorporateStockEOYFMVAmt
Total Assets BOY$1,570,863TotalAssetsBOYAmt
Total Assets EOY$1,523,408TotalAssetsEOYAmt
Total Assets EOYFMV$1,940,892TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,570,863RetainedEarningBOYAmt
Retained Earning EOY$1,523,408RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,570,863TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,523,408TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,570,863TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,523,408TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,570,863TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$47,455ExcessRevenueOverExpensesAmt
Subtotal$1,523,408SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,523,408TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$420,004GrossSalesPriceAmt
Cost Or Other Basis$333,282CostOrOtherBasisAmt
Gain Or Loss$86,722GainOrLossAmt
Gains Minus Excess Or Losses$86,722GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$86,722CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,588InvestmentIncomeExciseTaxAmt
Subtotal$1,588SubtotalAmt
Tax Based On Investment Income$1,588TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$400EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$12OverpaymentAmt
Applied To ES Tax$12AppliedToESTaxAmt

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 StateILOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Michael L O'Bryan
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP, Sec1.0$0$0$0
Kathleen O'Bryan Brucks
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Treas, Pres1.0$0$0$0
Susan O'Bryan Croft
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
Joan O'Bryan Herriott
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$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$1,800,313AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$103,582AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,903,895TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,903,895AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$28,558CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,875,337NetVlNoncharitableAssetsAmt
Minimum Investment Return$93,767MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$93,767MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,588TaxBasedOnInvestmentIncomeAmt
Total Tax$1,588TotalTaxAmt
Distributable Before Adj$92,179DistributableBeforeAdjAmt
Distributable Before Ded$92,179DistributableBeforeDedAmt
Distributable As Adjusted$92,179DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,905ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$160,905QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$92,179DistributableAsAdjustedAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$325,269ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$447,063ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$478,574ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$647,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$93,067ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,991,594TotalExcessDistributionCyovAmt
Qualifying Distributions$160,905QualifyingDistributionsAmt
Applied To Current Year$92,179AppliedToCurrentYearAmt
Remaining Distri From Corpus$68,726RemainingDistriFromCorpusAmt
Total Corpus$2,060,320TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$325,269ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,735,051ExcessDistriCyovToNextYrAmt
Excess From Year4$447,063ExcessFromYear4Amt
Excess From Year3$478,574ExcessFromYear3Amt
Excess From Year2$647,621ExcessFromYear2Amt
Excess From Year1$93,067ExcessFromYear1Amt
Excess From Current Year$68,726ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANDERSON ANIMAL SHELTER
1000 S LA FOX STSOUTH ELGINIL60177N/APCGeneral & Unrestricted$50,000
EAST TROY FOOD PANTRY INC
PO BOX 233EAST TROYWI53120N/APCGeneral & Unrestricted$10,000
MUKWONAGO FOOD PANTRY
325 EAGLE LAKE AVEMUKWONAGOWI53149N/APCGeneral & Unrestricted$10,000
PRO-LIFE ACTION LEAGUE
314 N LAKE ST STE 4AURORAIL60506N/APCGeneral & Unrestricted$50,000
RELEVANT RADIO
680 BARCLAY BLVDLINCOLNSHIREIL60069N/APCGeneral & Unrestricted$10,000
SAINT FRANCIS OF ASSISI PARISH OF TODD COUNTY KY
7600 RUSSELLVILLE RDGUTHRIEKY42234N/APCGeneral & Unrestricted$5,000
WOMENS CENTER OF GREATER CHICAGOLAND
5116 N CICERO AVECHICAGOIL60630N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$140,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,629ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,002ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$86,722ExclusionAmt
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$132,353ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,353TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN BEACON AHL MANAGED FU$9,717$9,610
BLACKSTONE ALTERNATIVE MULTI S$35,079$34,395
FIDELITY 500 INDEX FUND$12,262$12,551
ISHARES 20+ YR TREAS BD$28,094$18,491
ISHARES TRUST MSCI EAFE INDEX$61,563$65,479
JPMORGAN BETA BUILDERS EUROPE$35,133$37,519
JPMORGAN BETABUILDERS CANADA E$36,171$47,513
JPMORGAN BETABUILDERS DEVELOPE$39,597$36,489
JPMORGAN BETABUILDERS JAPAN ET$62,879$64,022
K2 ALTERNATIVE STRAT-R6$3,109$3,106
LORD ABBETT INVT TRUST$38,242$35,375
NEUBERGER BERMAN ALTRNTIVE FDS$15,435$17,908
PIMCO MORTGAGE OPPORTUNITIES F$19,434$19,475
PIMCO UNCONSTRAINED BOND FUND$8,894$8,046
SIX CIRCLES CREDIT OPPORTUNITI$36,163$35,789
SIX CIRCLES GLOBAL BOND FUND$84,003$73,059
SIX CIRCLES INTERNATIONAL UNCO$157,416$168,014
SIX CIRCLES US UNCONSTRAINED E$212,542$264,259
SPDR S&P 500 ETF TRUST$362,456$727,699
VANGUARD INTERMEDIATE TERM COR$54,129$55,921
VANGUARD MORTGAGE-BACKED SEC I$19,843$17,014
VANGUARD TOTAL BOND MARKET ETF$18,979$18,535
VANGUARD TOTAL INTL BD IDX ETF$76,137$74,492

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$20,894$20,894
State or Local Filing Fees$11$11

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$18,131Amt
Net Investment Income$18,131NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$400
990-PF Excise Tax for 2022$372

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