GEBHARDT FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GEBHARDT FOUNDATION INC (EIN 39-1574609)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-06
IRS object ID
202310969349100431
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)
Return2023-04-06T16:04:25-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1330 E KILBOURN AVENUE SUITE 750AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391574609EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GEBHARDT FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% WILLIAM GEBHARDTInCareOfNm
Business Name ControlGEBHBusinessNameControlTxt
Phone4143357740PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53223ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM GEBHARDTPersonNm
Person TitleMANAGERPersonTitleTxt
Phone4143557740PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstWILLIAMPersonFirstNm
Person LastGEBHARDTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER F MUELLERPreparerPersonNm
PTINP01250553PTIN
Phone4142725900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$2,282,292FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$39,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,112DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,399DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,045NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$728,511GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$26,787CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$98,657TotalRevAndExpnssAmt
Total Net Invst Incm$59,186TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$272LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$272LegalFeesDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$8,632OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,632OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,461TaxesRevAndExpnssAmt
Taxes Net Invst Incm$29TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,365TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,661TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$272TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$128,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$128,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$139,765TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,661TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$128,672TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,108ExcessRevenueOverExpensesAmt
Net Investment Income$50,525NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$89,548CashBOYAmt
Cash EOY$42,915CashEOYAmt
Cash EOYFMV$42,915CashEOYFMVAmt
Sav And Temp Cash Invst BOY$57,640SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$38,328SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$38,328SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,084,869CorporateStockBOYAmt
Corporate Stock EOY$2,109,706CorporateStockEOYAmt
Corporate Stock EOYFMV$2,201,049CorporateStockEOYFMVAmt
Total Assets BOY$2,232,057TotalAssetsBOYAmt
Total Assets EOY$2,190,949TotalAssetsEOYAmt
Total Assets EOYFMV$2,282,292TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,232,057NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,190,949NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,232,057TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,190,949TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,232,057TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,190,949TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,232,057TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,108ExcessRevenueOverExpensesAmt
Subtotal$2,190,949SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,190,949TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES - LTCG$727,080$701,466$25,614$25,614
CAPITAL GAIN DIVIDENDS$1,173P
FieldValueIRS element (for citing)
Capital Gain Net Income$26,787CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$702InvestmentIncomeExciseTaxAmt
Subtotal$702SubtotalAmt
Tax Based On Investment Income$702TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$34EsPenaltyAmt
Tax Due$736TaxDueAmt

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 StateWIOrgReportOrRegisterStateCd
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 Line1WILLIAM GEBHARDTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4143557740PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET ROADAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53223ZIPCd
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
WILLIAM GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.5$0$0$0
SUSAN GEBHARDT
7123 W CALUMET ROADMILWAUKEEWI53223NONE0.5$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$2,339,780AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$123,255AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,463,035TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,463,035AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,426,089NetVlNoncharitableAssetsAmt
Minimum Investment Return$121,304MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$121,304MinimumInvestmentReturnAmt
Tax Based On Investment Income$702TaxBasedOnInvestmentIncomeAmt
Total Tax$702TotalTaxAmt
Distributable Before Adj$120,602DistributableBeforeAdjAmt
Distributable Before Ded$120,602DistributableBeforeDedAmt
Distributable As Adjusted$120,602DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$128,672ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$128,672QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$120,602DistributableAsAdjustedAmt
Undistributed Income PY$7,305UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Qualifying Distributions$128,672QualifyingDistributionsAmt
Applied To Year1$7,305AppliedToYear1Amt
Applied To Current Year$120,602AppliedToCurrentYearAmt
Remaining Distri From Corpus$765RemainingDistriFromCorpusAmt
Total Corpus$765TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$765ExcessDistriCyovToNextYrAmt
Excess From Current Year$765ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIRCH CREEK
3821 COUNTY HWYEGG HARBORWI54209NONEPCGENERAL SUPPORT$20,000
MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLANK RDMILWAUKEEWI53226NONEPCGENERAL SUPPORT$10,000
MILWAUKEE ADMIRALS POWER PLAY FOUNDATION
510 W KILBOURN AVE BMILWAUKEEWI53203NONEPCGENERAL SUPPORT$2,000
MILWAUKEE SCHOOL OF ENGINEERING
1025 NORTH BROADWAYMILWAUKEEWI53202NONEPCGENERAL SUPPORT$5,000
MILWAUKEE SYMPHONY ORCHESTRA
212 WEST WISCONSIN AVEMILWAUKEEWI53203NONEPCGENERAL SUPPORT$20,000
NORTHERN SKY THEATER
9058 COUNTY RD AFISH CREEKWI54212NONEPCGENERAL SUPPORT$20,000
PENINSULA PLAYERS
4351 PENINSULA PLAYERS RDFISH CREEKWI54212NONEPCGENERAL SUPPORT$20,000
UNITED PERFORMING ARTS FUND
301 W WISCONSIN AVE 600MILWAUKEEWI53203NONEPCGENERAL SUPPORT$15,000
BIG BROTHERS BIG SISTERS
788 NORTH JEFFERSON STREET 600MILWAUKEEWI53202NONEPCGENERAL SUPPORT$3,400
GREATER MILWAUKEE FOUNDATION
101 W PLEASANT STREET 210MILWAUKEEWI53212NONEPCGENERAL SUPPORT$2,000
NAVY SEAL FOUNDATION
1619 D STREETVIRGINIA BEACHVA23459NONEPCGENERAL SUPPORT$10,000
OZAUKEE YOUTH HOCKEY ASSOCIATION
5505 PIONEER ROAD 144NMEQUONWI53097NONEPCGENERAL SUPPORT$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$128,400TotalGrantOrContriPdDurYrAmt

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$32,112ExclusionAmt
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$27,045ExclusionAmt
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$59,157ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,157TotalIncomeProducingActyAmt

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 PersonCORPORATE GROUP INCContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line17123 W CALUMET RDAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53223ZIPCd
FieldValueIRS element (for citing)
Total Contributions$39,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY TOTAL MKT INDEX FUND$202,500$164,376
CHAMPLAIN MID CAP CLASS$131,431$104,410
VANGUARD LG CAP INX ADMIRAL CL$375,230$525,866
VANGUARD MID CAP INDEX ADMIRAL$157,551$213,347
VANGUARD SM-CAP INDEX ADMIRAL$86,488$108,247
BAIRD ULTRA SHORT BOND FUND$135,030$134,194
ISHARES CORE S&P TOTAL US$543,602$486,328
SCHWAB US LARGE-CAP GROWTH ETF$181,270$165,736
VANGUARD SCOTTSDALE FDS$296,604$298,545

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$272LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$272DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSALE OF LIFE INSURANCE POLICYDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISOR FEESCategoryTxt
Amt$8,632Amt
Net Investment Income$8,632NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$2,461$0$0$0
FOREIGN TAXES$0$29$0$0

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