THE BOWERS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE BOWERS FOUNDATION (EIN 45-3668271)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-23
IRS object ID
202300829349100615
Schema version
2022v5.0
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)
Return2023-03-23T11:33:14-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Jeffrey D HaskellBusinessNameLine1Txt

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 Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN453668271EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Bowers FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBOWEBusinessNameControlTxt
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)
Personjohn bowersPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstjohnPersonFirstNm
Person LastbowersPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$561,214FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$122,188ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$492InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$492InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,355DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,533NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$64,855GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$847OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$128,349TotalRevAndExpnssAmt
Total Net Invst Incm$9,847TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,939OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,939OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$31TaxesRevAndExpnssAmt
Taxes Net Invst Incm$31TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$9,615OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,613OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,585TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,972TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,613TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$6,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$6,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$18,585TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,972TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,613TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$109,764ExcessRevenueOverExpensesAmt
Net Investment Income$6,875NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$82,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$90,206SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$90,206SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$285,176CorporateStockBOYAmt
Corporate Stock EOY$386,773CorporateStockEOYAmt
Corporate Stock EOYFMV$471,008CorporateStockEOYFMVAmt
Total Assets BOY$367,215TotalAssetsBOYAmt
Total Assets EOY$476,979TotalAssetsEOYAmt
Total Assets EOYFMV$561,214TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$367,215RetainedEarningBOYAmt
Retained Earning EOY$476,979RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$367,215TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$476,979TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$367,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$476,979TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$367,215TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$109,764ExcessRevenueOverExpensesAmt
Subtotal$476,979SubtotalAmt
Tot Net Ast Or Fund Balances EOY$476,979TotNetAstOrFundBalancesEOYAmt

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$64,855GrossSalesPriceAmt
Cost Or Other Basis$69,388CostOrOtherBasisAmt
Gain Or Loss-$4,533GainOrLossAmt
Gains Minus Excess Or Losses-$4,533GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,533CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$96InvestmentIncomeExciseTaxAmt
Subtotal$96SubtotalAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$100TotalPaymentsAndCreditsAmt
Overpayment$4OverpaymentAmt
Applied To ES Tax$4AppliedToESTaxAmt

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
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Ariel Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
John Bowers
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$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$387,154AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$80,845AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$467,999TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$467,999AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,020CashDeemedCharitableAmt
Net Vl Noncharitable Assets$460,979NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,049MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,049MinimumInvestmentReturnAmt
Tax Based On Investment Income$96TaxBasedOnInvestmentIncomeAmt
Total Tax$96TotalTaxAmt
Distributable Before Adj$22,953DistributableBeforeAdjAmt
Distributable Before Ded$22,953DistributableBeforeDedAmt
Distributable As Adjusted$22,953DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,613ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,613QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,953DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr3$13,531ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$13,531TotalExcessDistributionCyovAmt
Qualifying Distributions$15,613QualifyingDistributionsAmt
Applied To Current Year$15,613AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$7,340ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$7,340ExcessDistributionCyovAppCYAmt
Total Corpus$6,191TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$6,191ExcessDistriCyovToNextYrAmt
Excess From Year3$6,191ExcessFromYear3Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerAriel BowersContributingManagerNm
Contributing ManagerJohn BowersContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
HOSPICE OF SANTA BARBARA INC
2050 ALAMEDA PADRE SERRA STE 100SANTA BARBARACA93103N/APCGeneral & Unrestricted$2,000
NATIONAL BRAIN TUMOR SOCIETY INC
55 CHAPEL ST STE 6NEWTONMA02458N/APCGeneral & Unrestricted$1,000
RONALD MCDONALD HOUSE CHARITIES OF TAMPA BAY INC
35 DAVIS BLVDTAMPAFL33606N/APCGeneral & Unrestricted$1,000
TFTSP YOUTH GOLF COUNCIL ST PETERSBURG FLORIDA INC
3790 22ND AVE SST PETERSBURGFL33711N/APCGeneral & Unrestricted$1,000
WILLBRIDGE OF SANTA BARBARA INC
2904 STATE STSANTA BARBARACA93105N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$6,000TotalGrantOrContriPdDurYrAmt

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$492ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,355ExclusionAmt
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-$4,533ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Exclusion01ExclusionCd
Exclusion$847ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$6,161ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$6,161TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBowers JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11400 Northridge RoadAddressLine1Txt
CitySanta BarbaraCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93105ZIPCd
FieldValueIRS element (for citing)
Total Contributions$122,188TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PFIZER INC PFE, 616 sh.$25,8782022-10-11
1MERCK & CO INC MRK, 145 sh.$13,2082022-10-11
1ABBVIE INC ABBV, 590 sh.$83,1022022-10-11

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$83,101$95,349
ALPHABET INC CL A$1,893$10,588
AVALONBAY CMNTYS INC$12,024$11,629
BERKSHIRE HATHAWAY INC. CLASS$18,362$75,062
CHEVRON CORP$10,060$20,282
CISCO SYSTEMS INC$10,016$11,529
GRAINGER W W INC$4,415$5,006
HUNT J B$4,101$4,359
INTEL CORP$9,902$7,400
ISHARES SILVER TRUST$29,664$39,636
JP MORGAN ALERIAN MLP INDEX ET$43,847$26,100
MARKET VECTORS - GOLD MINERS E$13,203$7,165
MARSH AND MCLENNAN COMPANIES I$8,114$7,778
MASTERCARD INC$2,785$2,782
MERCK & CO INC$20,369$26,295
MICROSOFT CORP$3,123$12,231
NESTLE S.A$8,824$8,074
PEPSICO INC$6,347$7,407
PFIZER INC$25,878$31,564
PUBLIC STORAGE INC$12,693$11,208
PUTNAM SHORT DURATION INCOME F$5$5
SCHWAB US TIPS$28,501$23,306
TARGET CORPORATION$3,102$2,981
THE HERSHEY COMPANY$7,030$8,337
UNITEDHEALTH GROUP INC$6,405$6,362
WALT DISNEY HOLDINGS CO$10,022$6,082
ZOETIS INC$2,987$2,491

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$9,588$9,588
Bank Charges$2$2
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFederal Tax RefundDesc
Revenue And Expenses Per Books$847RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,939Amt
Net Investment Income$2,939NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax PaidCategoryTxt
Amt$31Amt
Net Investment Income$31NetInvestmentIncomeAmt

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