BETA

GERALD AND JANET CARRUS FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
GERALD AND JANET CARRUS FOUNDATION (EIN 13-3929249)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202301319349102455
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)
Return2023-05-11T12:41:41-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

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)
EIN133929249EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Gerald & Janet Carrus FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlGERABusinessNameControlTxt
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)
PersonJANET CARRUSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJANETPersonFirstNm
Person LastCARRUSPersonLastNm
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$4,514,794FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,063InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,063InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$87,444DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,444DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$110,794NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,360,922GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$110,794CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$200,301TotalRevAndExpnssAmt
Total Net Invst Incm$200,301TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$90,800CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$90,800CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$7,813PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$7,813PensionEmplBnftDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$45,329OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,329OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$6,541TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$104TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$104TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$32,239OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$32,239OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$182,826TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$45,329TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$130,956TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,052,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,052,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,235,326TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$45,329TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,183,456TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,035,025ExcessRevenueOverExpensesAmt
Net Investment Income$154,972NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$504,069SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$521,142SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$521,142SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,827,110CorporateStockBOYAmt
Corporate Stock EOY$3,775,012CorporateStockEOYAmt
Corporate Stock EOYFMV$3,993,652CorporateStockEOYFMVAmt
Total Assets BOY$5,331,179TotalAssetsBOYAmt
Total Assets EOY$4,296,154TotalAssetsEOYAmt
Total Assets EOYFMV$4,514,794TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$5,331,179RetainedEarningBOYAmt
Retained Earning EOY$4,296,154RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,331,179TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,296,154TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,331,179TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,296,154TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,331,179TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,035,025ExcessRevenueOverExpensesAmt
Subtotal$4,296,154SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,296,154TotNetAstOrFundBalancesEOYAmt

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$3,360,922GrossSalesPriceAmt
Cost Or Other Basis$3,250,128CostOrOtherBasisAmt
Gain Or Loss$110,794GainOrLossAmt
Gains Minus Excess Or Losses$110,794GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$110,794CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,154InvestmentIncomeExciseTaxAmt
Subtotal$2,154SubtotalAmt
Tax Based On Investment Income$2,154TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,100EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$54TaxDueAmt

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 StateNHOrgReportOrRegisterStateCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Janet Carrus
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Pres1.0$0$0$0
Robin Miller
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Michelle Peperone
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Renee Peperone
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Cathey Romano
Foundation Source 501 Silverside RdWilmingtonDE198091377Executive Dir20.0$90,800$614$0
Irving Sitnick
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, VP1.0$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$4,828,546AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$331,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,159,575TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,159,575AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$77,394CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,082,181NetVlNoncharitableAssetsAmt
Minimum Investment Return$254,109MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$254,109MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,154TaxBasedOnInvestmentIncomeAmt
Total Tax$2,154TotalTaxAmt
Distributable Before Adj$251,955DistributableBeforeAdjAmt
Distributable Before Ded$251,955DistributableBeforeDedAmt
Distributable As Adjusted$251,955DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,183,456ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,183,456QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$251,955DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$1,227,323ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$834,913ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,094,312ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,180,021ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$818,376ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,154,945TotalExcessDistributionCyovAmt
Qualifying Distributions$1,183,456QualifyingDistributionsAmt
Applied To Current Year$251,955AppliedToCurrentYearAmt
Remaining Distri From Corpus$931,501RemainingDistriFromCorpusAmt
Total Corpus$6,086,446TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,227,323ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,859,123ExcessDistriCyovToNextYrAmt
Excess From Year4$834,913ExcessFromYear4Amt
Excess From Year3$1,094,312ExcessFromYear3Amt
Excess From Year2$1,180,021ExcessFromYear2Amt
Excess From Year1$818,376ExcessFromYear1Amt
Excess From Current Year$931,501ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJanet CarrusContributingManagerNm
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 PurposeGrantOrContributionPurposeTxtAmtAmt
BATONGA FOUNDATION
2202 18TH ST NWWASHINGTONDC20009N/APCGeneral & Unrestricted$2,500
HURLEYVILLE PERFORMING ARTS CENTRE INC
219 MAIN STHURLEYVILLENY12747N/APCGeneral & Unrestricted$625,000
HURLEYVILLE PERFORMING ARTS CENTRE INC
219 MAIN STHURLEYVILLENY12747N/APCTango Cafe$50,000
MICA GROUP INC
5301 SPRINGLAKE WAYBALTIMOREMD21212N/APCGeneral & Unrestricted$100,000
THE PICTURE HOUSE REGIONAL FILM CENTER INC
175 WOLFS LNPELHAMNY10803N/APCLaunching of 2022 Film Festival$25,000
TRUSTEES OF COLUMBIA UNIVERSITY
PO BOX 1523NEW YORKNY10008N/APCFor the benefits of the Vagelos College of Physicians and Surgeons Department of Medicine - Medical House Staff Training Program$250,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,052,500TotalGrantOrContriPdDurYrAmt

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$2,063ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,444ExclusionAmt
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$110,794ExclusionAmt
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$200,301ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$200,301TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COLUMBIA DIVIDEND INCOME FD CL$285,100$392,569
FIDELITY ADVISOR TOTAL BOND Z$126,000$118,379
GATEWAY FUND CLASS Y$696,283$739,887
ISHARES TR DJ SEL DIVIDEND INX$410,427$388,814
ISHARESLEHMAN 7-10YR$351,733$351,321
JANUS HENDERSON BALANCED FUND$552,600$610,873
JANUS HENDERSON ENTERPRISE FUN$628,452$638,756
JOHN HANCOCK FDS III DISCIPLIN$651,450$684,223
PIMCO INCOME FUND$72,967$68,830

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$32,014$32,014
FOUNDATION CREDIT CARD FEES$150$150
State or Local Filing Fees$75$75

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$45,329Amt
Net Investment Income$45,329NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2022$2,100
990-PF Excise Tax for 2021$4,441

Comments

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