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CARYL AND NORMAN ROTHMAN FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
CARYL AND NORMAN ROTHMAN FOUNDATION (EIN 22-6905449)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-01-30
IRS object ID
202310309349100111
Schema version
2021v4.0
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)
Return2023-01-30T12:45:15-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650691589PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WAXMAN & WAXMAN PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 16747AddressLine1Txt
CityPLANTATIONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33318ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226905449EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROTHMAN FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ARNOLD ROTHMANBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROTHBusinessNameControlTxt
Phone3059926621PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16515 COLLINS AVENUE 903AddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33141ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARNOLD ROTHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3059926621PhoneNum
Signature2022-01-26SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARNOLDPersonFirstNm
Person LastROTHMANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL WAXMANPreparerPersonNm
PTINP01348367PTIN
Phone9544394495PhoneNum
Preparation2023-01-30PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$121,850FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$283InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$283InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$2,911DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,911DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,730NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$127,125GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$16,730CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,924TotalRevAndExpnssAmt
Total Net Invst Incm$19,924TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$963AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$109TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$984OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$492OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,018TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,455TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$31,340ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$31,340ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,358TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,455TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$31,340TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,434ExcessRevenueOverExpensesAmt
Net Investment Income$18,469NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,705CashBOYAmt
Cash EOY$31,944CashEOYAmt
Cash EOYFMV$31,944CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,279SavAndTempCashInvstBOYAmt
Corporate Stock BOY$110,394CorporateStockBOYAmt
Other Investments EOY$90,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$89,906OtherInvestmentsEOYFMVAmt
Total Assets BOY$136,378TotalAssetsBOYAmt
Total Assets EOY$121,944TotalAssetsEOYAmt
Total Assets EOYFMV$121,850TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$136,378RetainedEarningBOYAmt
Retained Earning EOY$121,944RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$136,378TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$121,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$136,378TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$121,944TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$136,378TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,434ExcessRevenueOverExpensesAmt
Subtotal$121,944SubtotalAmt
Tot Net Ast Or Fund Balances EOY$121,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (35 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
25 SH AAPLP2017-01-052022-09-09$3,922$729$3,193$3,193
10 SH MCDP2020-03-112022-09-09$2,592$1,887$705$705
40 SH SHYGP2017-12-142022-04-28$1,723$1,882-$159-$159
45 SH AEPP2018-11-262022-09-09$4,608$3,442$1,166$1,166
30 SH MDTP2019-05-142022-09-09$2,686$2,653$33$33
15 SH UPSP2019-08-012022-09-09$2,983$1,758$1,225$1,225
5 SH BRKBP2016-10-032022-09-09$1,427$718$709$709
35 SH MRKP2016-12-052022-09-09$3,061$2,016$1,045$1,045
50 SH VZP2016-11-282022-09-09$2,105$2,548-$443-$443
5 SH BRKBP2016-10-032022-04-28$1,653$718$935$935
5 SH MRKP2016-10-042022-09-09$437$298$139$139
15 SH VISAP2020-03-102022-09-09$3,090$2,686$404$404
55 SH CSCOP2017-01-042022-09-09$2,516$1,663$853$853
15 SH MSFTP2017-03-172022-09-09$3,963$977$2,986$2,986
25 SH WMTP2017-01-062022-09-09$3,417$1,710$1,707$1,707
20 SH DFSP2020-03-102022-09-09$2,045$1,137$908$908
35 SH NEEP2018-11-282022-09-09$3,156$1,567$1,589$1,589
266.336 SH FBKWXP2021-08-262022-05-11$2,662$3,061-$399-$399
15 SH PEPP2016-10-032022-09-09$2,599$1,619$980$980
974.09 SH FBKWXP2020-07-282022-05-11$9,663$11,110-$1,447-$1,447
70 SH PFEP2016-12-062022-09-09$3,346$2,092$1,254$1,254
498.008 SH FBKWXP2020-07-282022-04-28$4,995$5,680-$685-$685
5 SH PFEP2016-10-032022-09-09$239$159$80$80
150 SH FDHYP2021-03-022022-09-09$7,040$8,312-$1,272-$1,272
300 SH PFFP2021-03-032022-09-09$9,944$11,268-$1,324-$1,324
849.257 SH FFRHXP2021-03-032022-09-09$7,754$8,000-$246-$246
20 SH PGP2016-11-232022-09-09$2,800$1,660$1,140$1,140
1229.77 SH FIKQXP2020-07-272022-05-10$9,223$10,859-$1,636-$1,636
20 SH PNCP2020-03-112022-09-09$3,296$2,048$1,248$1,248
10 SH HDP2020-03-112022-09-09$2,995$2,136$859$859
20 SH SBUXP2020-03-102022-09-09$1,777$1,462$315$315
15 SH JNJP2016-12-072022-09-09$2,484$1,650$834$834
165 SH SHYGP2018-11-282022-09-09$6,844$7,567-$723-$723
20 SH JPMP2017-01-052022-09-09$2,389$1,718$671$671
35 SH SHYGP2018-11-282022-04-28$1,508$1,605-$97-$97
FieldValueIRS element (for citing)
Capital Gain Net Income$16,730CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$399NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$257InvestmentIncomeExciseTaxAmt
Subtotal$257SubtotalAmt
Tax Based On Investment Income$257TaxBasedOnInvestmentIncomeAmt
Tax Due$257TaxDueAmt

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 Line1ARNOLD ROTHMANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3059926621PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16515 COLLINS AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33141ZIPCd
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

FieldValueIRS element (for citing)
PersonARNOLD ROTHMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16515 COLLINS AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33141ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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$108,893AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$22,497AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$131,390TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$131,390AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,971CashDeemedCharitableAmt
Net Vl Noncharitable Assets$129,419NetVlNoncharitableAssetsAmt
Minimum Investment Return$6,471MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$6,471MinimumInvestmentReturnAmt
Tax Based On Investment Income$257TaxBasedOnInvestmentIncomeAmt
Total Tax$257TotalTaxAmt
Distributable Before Adj$6,214DistributableBeforeAdjAmt
Distributable Before Ded$6,214DistributableBeforeDedAmt
Distributable As Adjusted$6,214DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$31,340ExpensesAndContributionsAmt
Qualifying Distributions$31,340QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$6,214DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$32,343ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$38,012ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,275ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,737ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$19,886ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$148,253TotalExcessDistributionCyovAmt
Qualifying Distributions$31,340QualifyingDistributionsAmt
Applied To Current Year$6,214AppliedToCurrentYearAmt
Remaining Distri From Corpus$25,126RemainingDistriFromCorpusAmt
Total Corpus$173,379TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$32,343ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$141,036ExcessDistriCyovToNextYrAmt
Excess From Year4$38,012ExcessFromYear4Amt
Excess From Year3$29,275ExcessFromYear3Amt
Excess From Year2$28,737ExcessFromYear2Amt
Excess From Year1$19,886ExcessFromYear1Amt
Excess From Current Year$25,126ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
TALMUDIC UNIVERSITY
4000 ALTON ROADMIAMI BEACHFL33140NONEEXEMPTCONTRIBUTION$8,160
FRIENDS OF LUBAVITCH
17330 NW 7 AVENUEMIAMIFL33137NONEEXEMPTCONTRIBUTION$7,320
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROADMIAMI BEACHFL33140NONEEXEMPTCONTRIBUTION$15,000ASCHER BUILDING 100
JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONEEXEMPTCONTRIBUTION$500
HOLOCAUST MUSEUM
1933 MERIDIAN AVEMIAMI BEACHFL33139NONEEXEMPTCONTRIBUTION$180
HELPING HANDS FOOD CO OP
19100 NE 3RD AVEMIAMIFL33132NONEEXEMPTCONTRIBUTION$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$31,340TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$283RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,911RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$16,730RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$19,924RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,924TotalIncomeProducingActyAmt

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)
CategoryPROFESSIONAL FEESCategoryTxt
Amt$1,925Amt
Net Investment Income$963NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (28 entries)

StockStockNm
ISHARES 0-5 HIGH YLD SHYG
AEP
APPLE
BERKSHIRE B
CISCO
JP MORGAN CHASE
JOHNSON & JOHNSON
MEDTRONIC
MERCK
MICROSOFT
NEXTERA
PEPSICO
PFIZER
PROCTOR & GAMBLE
UPS
VERIZON
WAL-MART
DFS
HD
MCD
PNC
SBUX
V
FFRHX
FBKWX
FIKQX
FDHY
PFF

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUFG UNION CD 3.7%AT COST$50,000$49,916
UNITED FED BK EVANSVILLE 3.3%AT COST$40,000$39,990

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT ADVISORY FEES$984$492

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF INC TAX PAIDCategoryTxt
Amt$109Amt

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