ROBERT S DINSMORE FOUNDATION OF TEXAS: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
ROBERT S DINSMORE FOUNDATION OF TEXAS (EIN 47-3045568)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-17
IRS object ID
202331079349101103
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)
Return2023-04-17T14:21:56-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN742619440PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BREHM HAVEL & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17809 BROADWAY STAddressLine1Txt
CitySAN ANTONIOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN473045568EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT S DINSMORE FOUNDATION OFBusinessNameLine1Txt
Business Name Line2TEXASBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone9167093892PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonELIZABETH GALLARDOPersonNm
Person TitleDirectorPersonTitleTxt
Signature2023-04-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstELIZABETHPersonFirstNm
Person LastGALLARDOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGAYLE L HAVELPreparerPersonNm
PTINP00162033PTIN
Phone2108267000PhoneNum

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$759,889FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,253DividendsRevAndExpnssAmt
Dividends Net Invst Incm$18,253DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$37,997NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,388GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$37,997CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,254TotalRevAndExpnssAmt
Total Net Invst Incm$56,254TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,575AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,575AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$250OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$250OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$5InterestRevAndExpnssAmt
Interest Net Invst Incm$5InterestNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,830TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$47,118ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$47,118ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$48,948TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,830TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$47,118TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$7,306ExcessRevenueOverExpensesAmt
Net Investment Income$54,424NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,754CashBOYAmt
Cash EOY$57,005CashEOYAmt
Cash EOYFMV$57,005CashEOYFMVAmt
Corporate Stock BOY$472,005CorporateStockBOYAmt
Corporate Stock EOY$451,021CorporateStockEOYAmt
Corporate Stock EOYFMV$702,884CorporateStockEOYFMVAmt
Total Assets BOY$501,759TotalAssetsBOYAmt
Total Assets EOY$508,026TotalAssetsEOYAmt
Total Assets EOYFMV$759,889TotalAssetsEOYFMVAmt
Other Liabilities EOY$5OtherLiabilitiesEOYAmt
Total Liabilities EOY$5TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$501,759CapitalStockBOYAmt
Capital Stock EOY$508,021CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$501,759TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$508,021TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$501,759TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$508,026TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$501,759TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$7,306ExcessRevenueOverExpensesAmt
Subtotal$509,065SubtotalAmt
Other Decreases$1,044OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$508,021TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPER MORGAN STANLEY STMNT ON FILEPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2022-01-01SoldDt
Gross Sales Price$84,388GrossSalesPriceAmt
Cost Or Other Basis$46,391CostOrOtherBasisAmt
Gain Or Loss$37,997GainOrLossAmt
Gains Minus Excess Or Losses$37,997GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$37,997CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$756InvestmentIncomeExciseTaxAmt
Subtotal$756SubtotalAmt
Tax Based On Investment Income$756TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,044EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,044TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$3EsPenaltyAmt
Overpayment$285OverpaymentAmt
Applied To ES Tax$285AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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 Line1ELIZABETH GALLARDOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9167093892PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1723 RUIDOSA DOWNSAddressLine1Txt
CityHELOTESCityNm
State AbbreviationTXStateAbbreviationCd
ZIP78023ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ELIZABETH GALLARDO
723 RUIDOSA DOWNSHELOTESTX78023Director1.00$0
MATTHEW GALLARDO
723 RUIDOSA DOWNSHELOTESTX78023Director0.00$0
SALLY BRADDOCK DINSMORE BOYCE
16211 SHOOTING STARSAN ANTONIOTX78255Director0.00$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$772,910AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$33,943AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$806,853TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$806,853AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$12,103CashDeemedCharitableAmt
Net Vl Noncharitable Assets$794,750NetVlNoncharitableAssetsAmt
Minimum Investment Return$39,738MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$39,738MinimumInvestmentReturnAmt
Tax Based On Investment Income$756TaxBasedOnInvestmentIncomeAmt
Total Tax$756TotalTaxAmt
Distributable Before Adj$38,982DistributableBeforeAdjAmt
Distributable Before Ded$38,982DistributableBeforeDedAmt
Distributable As Adjusted$38,982DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$47,118ExpensesAndContributionsAmt
Qualifying Distributions$47,118QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$38,982DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,898ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$9,298ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,563ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$6,350ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$782ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$31,891TotalExcessDistributionCyovAmt
Qualifying Distributions$47,118QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$38,982AppliedToCurrentYearAmt
Remaining Distri From Corpus$8,136RemainingDistriFromCorpusAmt
Total Corpus$40,027TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,898ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,129ExcessDistriCyovToNextYrAmt
Excess From Year4$9,298ExcessFromYear4Amt
Excess From Year3$7,563ExcessFromYear3Amt
Excess From Year2$6,350ExcessFromYear2Amt
Excess From Year1$782ExcessFromYear1Amt
Excess From Current Year$8,136ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SACRAMENTO SPINAL FOUNDATION
1420 MERKLEY AVENUE SUITE 3WEST SACRAMENTOCA95691NONEPCMEDICAL RESEARCH$7,000
WOUNDED WARRIOR PROJECT
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256NONEPCTO ASSIST WOUNDED WARRIORS AS THEY UNDERGO REHABILATATION AND RETURN TO CIVILIAN LIFE.$2,000
AMERICAN DIABETES ASSOCIATION
2451 CRYSTAL DRIVE SUITE 900ARLINGTONVA22202NONEPCMEDICAL RESEARCH$2,116
HILLSDALE COLLEGE
33 EAST COLLEGE STREETHILLSDALEMI49242NONEPCEDUCATIONAL DONATION$2,000
USO OF SAN ANTONIO
PO BOX 96860WASHINGTONDC20077NONEPCTO ASSIST TROOPS AND THEIR FAMILY MEMBERS STAY CONNECTED.$2,000
ST JUDE CHILDREN'S RESEARCH HOSPITA
501 ST JUDE PLACEMEMPHISTN38105NONEPCMEDICAL RESEARCH$2,550
AMERICAN CANCER SOCIETY
PO BOX 22718OKLAHOMA CITYOK73123NONEPCMEDICAL RESEARCH$1,583
AMERICAN RED CROSS
431 18TH STREET NWWASHINGTONDC20006NONEPCTO PROVIDE COMFORT AND HOPE TO SO MANY DURING THEIR TIMES OF NEED.$1,500
OREGON COAST AQUARIUM
2820 SE FERRY SLIP ROADNEWPORTOR97365NONEPCCHARITABLE CONTRIBUTION.$2,000
SAMMINISTRIES
1919 NW LOOP 410 100SAN ANTONIOTX78213NONEPCCHARITABLE CONTRIBUTION$2,000
AMERICAN HEART ASSOCIATION
7272 GREENVILE AVEDALLASTX75231NONEPCCHARITABLE CONTRIBUTION$1,046
THE SALVATION ARMY
1221 RIVER BEND DRDALLASTX75247NONEPCCHARITABLE CONTRIBUION$1,040
THE HERITAGE FOUNDATION
214 MASSACHUSETTS AVENUEWASHINGTONDC20002NONEPCCHARITABLE CONTRIBUTION$500
LOUIS D BRANDEIS HIGH SCHOOL
13011 KYLE SEAL PKWYSAN ANTONIOTX78249NONEPCCHARITABLE CONTRIBUTION$1,515
WREATHS ACROSS AMERICA
PO BOX 279COLUMBIA FALLSME04623NONEPCCHARITABLE CONTRIBUTION$2,000
THE CHILDREN'S HOSPITAL OF SAN ANTO
100 NORTHEAST LOOP 410 706SAN ANTONIOTX78216NONEPCCHARITABLE CONTRIBUTIONS$3,000
WARRIOR DOG FOUNDATION
5930 ROYAL LANE STE E 355DALLASTX75230NONEPCCHARITABLE CONTRIBUTIONS$1,500
TOYS FOR TOTS FOUNDATION
18251 QUANTICO GATEWAY DRIVETRIANGLEVA22172NONEPCCHARITABLE CONTRIBUTIONS$1,000
MAKE A WISH CENTRAL SOUTH TEXAS
1931 NW MILITARY HIGHWAY 210SAN ANTONIOTX78213NONEPCCHARITABLE CONTRIBUTIONS$1,575
UNIVERSITY FOUNDATION AT SACRAMENTO
6000 J STREETSACRAMENTOCA95819NONEPCCHARITABLE CONTRIBUTIONS$3,605
SAN ANTONIO FOOD BANK
5200 ENRIQUE M BARRERA PKWYSAN ANTONIOTX78227NONEPCCHARITABLE CONTRIBUTIONS$2,588
ST MARY'S UNIVERSITY
ONE CAMINO SANTA MARIASAN ANTONIOTX78228NONEPCCHARITABLE CONTRIBUTIONS$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$47,118TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,253ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$37,997ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,254ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,254TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$1,575Amt
Net Investment Income$1,575NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEYStockNm
EOY Book Value$451,021EOYBookValueAmt
EOYFMV$702,884EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX PAYMENTDesc
Amt$1,044Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
EOY Book Value$5EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL SERVICESCategoryTxt
Amt$250Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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