THE KEYWELL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE KEYWELL FOUNDATION (EIN 87-3500519)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-15
IRS object ID
202423209349102472
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)
Return2024-11-15T08:48:34-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MILLER COOPER & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11751 Lake Cook Road Suite 400AddressLine1Txt
CityDeerfieldCityNm
State AbbreviationILStateAbbreviationCd
ZIP60015ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN873500519EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Keywell FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% SCOTT SMITHInCareOfNm
Business Name ControlKEYWBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 W Division St Apt 362AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBRAD KEYWELL PRESDIRSECPersonNm
Person TitlePRES/DIR/SECPersonTitleTxt
Phone8478359700PhoneNum
Signature2024-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP00380249PTIN
Phone8472055000PhoneNum
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$3,594,287FMVAssetsEOYAmt
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
Dividends Rev And Expnss$85,705DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,705DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$495,014NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$495,014GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$495,014CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$302OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$302OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$581,021TotalRevAndExpnssAmt
Total Net Invst Incm$581,021TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Oth Empl Slrs Wgs Rev And Expnss$499,712OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$499,712OthEmplSlrsWgsDsbrsChrtblAmt
Legal Fees Rev And Expnss$216LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$108LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$108LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$159,644OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$159,644OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$29,614TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,614TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$30,806OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,867OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,590OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$721,992TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$31,589TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$662,054TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,288,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,288,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,010,142TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$31,589TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,950,204TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,429,121ExcessRevenueOverExpensesAmt
Net Investment Income$549,432NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,081CashBOYAmt
Cash EOY$43,800CashEOYAmt
Cash EOYFMV$43,800CashEOYFMVAmt
Corporate Stock BOY$4,737,098CorporateStockBOYAmt
Corporate Stock EOY$3,548,919CorporateStockEOYAmt
Corporate Stock EOYFMV$3,548,919CorporateStockEOYFMVAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$1,568OtherAssetsEOYAmt
Other Assets EOYFMV$1,568OtherAssetsEOYFMVAmt
Total Assets BOY$4,741,179TotalAssetsBOYAmt
Total Assets EOY$3,594,287TotalAssetsEOYAmt
Total Assets EOYFMV$3,594,287TotalAssetsEOYFMVAmt
Accounts Payable BOY$0AccountsPayableBOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,741,179NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,594,287NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,741,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,594,287TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,741,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,594,287TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,741,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,429,121ExcessRevenueOverExpensesAmt
Other Increases$282,229OtherIncreasesAmt
Subtotal$3,594,287SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,594,287TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$221,869$181,490$40,379$40,379
PUBLICLY TRADED SECURITIESP$1,468,478$1,013,843$454,635$454,635
FieldValueIRS element (for citing)
Capital Gain Net Income$495,014CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,637InvestmentIncomeExciseTaxAmt
Subtotal$7,637SubtotalAmt
Tax Based On Investment Income$7,637TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,842EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$15,842TotalPaymentsAndCreditsAmt
Es Penalty$18EsPenaltyAmt
Overpayment$8,187OverpaymentAmt
Applied To ES Tax$8,187AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCOTT SMITHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8478359700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line147 W DIVISION ST APT 362AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

FieldValueIRS element (for citing)
PersonBRAD KEYWELLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line147 W Division St Apt 362AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$4,613,225AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$21,672AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,634,897TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,634,897AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,523CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,565,374NetVlNoncharitableAssetsAmt
Minimum Investment Return$228,269MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$228,269MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,637TaxBasedOnInvestmentIncomeAmt
Total Tax$7,637TotalTaxAmt
Distributable Before Adj$220,632DistributableBeforeAdjAmt
Distributable Before Ded$220,632DistributableBeforeDedAmt
Distributable As Adjusted$220,632DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,950,204ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,950,204QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$220,632DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Excess Distribution Cyov Yr5$232,224ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$76,074ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,906ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$386,246ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,000,942ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,703,392TotalExcessDistributionCyovAmt
Qualifying Distributions$1,950,204QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$220,632AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,729,572RemainingDistriFromCorpusAmt
Total Corpus$3,432,964TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$232,224ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,200,740ExcessDistriCyovToNextYrAmt
Excess From Year4$76,074ExcessFromYear4Amt
Excess From Year3$7,906ExcessFromYear3Amt
Excess From Year2$386,246ExcessFromYear2Amt
Excess From Year1$1,000,942ExcessFromYear1Amt
Excess From Current Year$1,729,572ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE ATTACHED FOR DETAILSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line147 W DIVISION ST APT 362AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60610ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCONTRIBUTIONGrantOrContributionPurposeTxt
Amt$1,288,150Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,288,150TotalGrantOrContriPdDurYrAmt

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$85,705ExclusionAmt
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$302ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$495,014ExclusionAmt
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$581,021ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$581,021TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$216LegalFeesAmt
Net Investment Income$108NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$108DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFURNITURE AND FIXTURESDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$1,568EOYBookValueAmt
EOYFMV$1,568EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
SUBSCRIPTIONS & MEMBERSHIP$3,180$1,590$1,590
INVESTMENT FEES$27,277$27,277
ANNUAL FEES$265
BUSINESS EXPENSES$84

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descother incomeDesc
Revenue And Expenses Per Books$302RevenueAndExpensesPerBooksAmt
Net Investment Income$302NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$282,229Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$159,644Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$1,614$1,614
FEDERAL TAX PAID$28,000

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