BETA

CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLES A BECKER FOUNDATION (EIN 33-0758379)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-03-17
IRS object ID
202310769349100806
Schema version
2022v4.1
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)
Return2023-03-17T13:34:57-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line144 Montgomery Street Suite 1305AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330758379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Charles A Becker FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone6506784550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 336AddressLine1Txt
CityBuelltonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonG Eric PleschnerPersonNm
Person TitlePresidentPersonTitleTxt
Signature2023-03-17SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstG EricPersonFirstNm
Person LastPleschnerPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAntonio Tellez JrPreparerPersonNm
PTINP01716904PTIN
Phone4159830200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$1,154,611FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$17,135DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,135DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,000GrossSalesPriceAmt
Total Rev And Expnss$17,128TotalRevAndExpnssAmt
Total Net Invst Incm$17,135TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$88,004CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$88,004CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,900PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$6,900PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$5,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$15,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$15,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,837TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$8,282OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7,982OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$128,123TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$122,986TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$95,596ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$95,596ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,719TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$218,582TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$206,591ExcessRevenueOverExpensesAmt
Net Investment Income$16,835NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$20,085CashBOYAmt
Cash EOY$27,234CashEOYAmt
Cash EOYFMV$27,234CashEOYFMVAmt
Sav And Temp Cash Invst BOY$251,238SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$41,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$41,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,125,068CorporateStockBOYAmt
Corporate Stock EOY$896,884CorporateStockEOYAmt
Corporate Stock EOYFMV$896,884CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,005CorporateBondsBOYAmt
Other Investments BOY$235,504OtherInvestmentsBOYAmt
Other Investments EOY$188,988OtherInvestmentsEOYAmt
Other Investments EOYFMV$188,988OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,197LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,197LandBldgEquipAccumDeprecAmt
Total Assets BOY$1,635,900TotalAssetsBOYAmt
Total Assets EOY$1,154,611TotalAssetsEOYAmt
Total Assets EOYFMV$1,154,611TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,635,900NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,154,611NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,635,900TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,154,611TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,635,900TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,154,611TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,635,900TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$206,591ExcessRevenueOverExpensesAmt
Subtotal$1,429,309SubtotalAmt
Other Decreases$274,698OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,154,611TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySales of Publicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-12-12AcquiredDt
Sold2022-12-12SoldDt
Gross Sales Price$4,000GrossSalesPriceAmt
Cost Or Other Basis$4,007CostOrOtherBasisAmt
Gain Or Loss-$7GainOrLossAmt
Gains Minus Excess Or Losses-$7GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$7CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$234InvestmentIncomeExciseTaxAmt
Subtotal$234SubtotalAmt
Tax Based On Investment Income$234TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$234TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
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 Line1G Eric PleschnerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6506784550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 336AddressLine1Txt
CityBuelltonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93427ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
G Eric Pleschner
PO Box 336BuelltonCA93427President30.00$76,250$11,754
Aaron Pleschner
PO Box 336BuelltonCA93427Secretary1.50$0
Dan Ela
PO Box 336BuelltonCA93427Director1.00$0
Chip Rich
PO Box 336BuelltonCA93427Treasurer1.50$0
Cherie Sykes Plaisted
PO Box 336BuelltonCA93427Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,205,777AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,132AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,378,909TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,378,909AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,684CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,358,225NetVlNoncharitableAssetsAmt
Minimum Investment Return$67,911MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$67,911MinimumInvestmentReturnAmt
Tax Based On Investment Income$234TaxBasedOnInvestmentIncomeAmt
Total Tax$234TotalTaxAmt
Distributable Before Adj$67,677DistributableBeforeAdjAmt
Distributable Before Ded$67,677DistributableBeforeDedAmt
Distributable As Adjusted$67,677DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$218,582ExpensesAndContributionsAmt
Qualifying Distributions$218,582QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$67,677DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$68,365ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$200,356ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$120,716ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$230,820ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$234,064ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$854,321TotalExcessDistributionCyovAmt
Qualifying Distributions$218,582QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$67,677AppliedToCurrentYearAmt
Remaining Distri From Corpus$150,905RemainingDistriFromCorpusAmt
Total Corpus$1,005,226TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$68,365ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$936,861ExcessDistriCyovToNextYrAmt
Excess From Year4$200,356ExcessFromYear4Amt
Excess From Year3$120,716ExcessFromYear3Amt
Excess From Year2$230,820ExcessFromYear2Amt
Excess From Year1$234,064ExcessFromYear1Amt
Excess From Current Year$150,905ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sojourn To the Past
10 Rollins Rd 101MillbraeCA94030N/APCGeneral Support$1,756
San Francisco Conservatory of Music
50 Oak StreetSan FranciscoCA94102N/APCGeneral Support$37,500
100 Cameras
601 W 26th Street 325-211New YorkNY10001N/APCGeneral Support$3,034
NetArts-Oceanside Fire Rescue
PO Box 219NetartsOR97143N/APCGeneral Support$5,000
First Exposures
265 Shotwell StSan FranciscoCA94110N/APCGeneral Support$20,000
Performing Arts Center San Luis Obi
1 Grand AveSan Luis ObispoCA93407N/APCGeneral Support$600
Knox College Eckford Scholarship
2 E South StGalesburgIL61401N/APCGeneral Support$5,106
Netarts Bay Watershed
PO Box 243GaribaldiOR97118N/APCGeneral Support$20,000
CA State Parks Foundation
33 New MontgomerySan FranciscoCA94105N/APCGeneral Support$100
SLO Social Services
3433 S Higuera StSan Luis ObispoCA93401N/APCGeneral Support$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$95,596TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,135ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,128ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,128TotalIncomeProducingActyAmt

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 & Tax Prep FeesCategoryTxt
Amt$5,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$5,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Amgen Inc, 415 Sh$108,995$108,995
Apple Inc, 2,285 Sh$296,890$296,890
Intel Corp, 700 Sh$18,501$18,501
Johnson & Johnson Co, 725 Sh$128,071$128,071
Microsoft Corp, 1,215 Sh$291,381$291,381
Procter & Gamble Co, 350 Sh$53,046$53,046

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Vanguard Dividend ETF, 850 ShFMV$129,073$129,073
Invesco QQQ, 225 ShFMV$59,915$59,915

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmt
Furniture and Fixtures$152$152
Machinery and Equipment$2,045$2,045

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$300$300
Board Expenses & Charitable Travel$6,137$6,137
Computer Expenses$740$740
Filing Fees$150$150
Other Expense$118$118
Payroll Processing Fees$837$837

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdministrative ManagementCategoryTxt
Amt$15,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax on InvestmentsCategoryTxt
Amt$4,837Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.