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THE DAVID A CRAMER CHARITABLE TRUST: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE DAVID A CRAMER CHARITABLE TRUST (EIN 81-0939149)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202301359349102060
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)
Return2023-05-15T09:30:39-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110401 W INNOVATION DR STE 300AddressLine1Txt
CityWAUWATOSACityNm
State AbbreviationWIStateAbbreviationCd
ZIP53226ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810939149EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CRAMER FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCRAMBusinessNameControlTxt
Phone9208871756PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1N7116 CTY RD AAddressLine1Txt
CityBEAVER DAMCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53916ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID CRAMERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9208871756PhoneNum
Signature2023-05-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastCRAMERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMEY G RAPPISPreparerPersonNm
PTINP00292065PTIN
Phone4144761880PhoneNum
Preparation2023-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$3,189,184FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$165,059DividendsRevAndExpnssAmt
Dividends Net Invst Incm$165,059DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$728NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,639GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$164,331TotalRevAndExpnssAmt
Total Net Invst Incm$165,059TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$43,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$21,500CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$21,500CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$5,006OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,006OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$429TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$48,480TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$26,506TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$21,545TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$136,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$136,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$184,480TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$26,506TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,545TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$20,149ExcessRevenueOverExpensesAmt
Net Investment Income$138,553NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,965,009CashBOYAmt
Cash EOY$2,960,580CashEOYAmt
Cash EOYFMV$2,960,580CashEOYFMVAmt
Sav And Temp Cash Invst BOY$90,240SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,737SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,737SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,499CorporateStockBOYAmt
Corporate Stock EOY$0CorporateStockEOYAmt
Corporate Stock EOYFMV$0CorporateStockEOYFMVAmt
Other Investments BOY$148,717OtherInvestmentsBOYAmt
Other Investments EOY$226,867OtherInvestmentsEOYAmt
Other Investments EOYFMV$226,867OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,208,465TotalAssetsBOYAmt
Total Assets EOY$3,189,184TotalAssetsEOYAmt
Total Assets EOYFMV$3,189,184TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,208,465NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,189,184NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,208,465TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,189,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,208,465TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,189,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,208,465TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$20,149ExcessRevenueOverExpensesAmt
Other Increases$868OtherIncreasesAmt
Subtotal$3,189,184SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,189,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySTONE RIDGE TR IIPropertyDesc
Acquired2018-03-27AcquiredDt
Sold2022-05-20SoldDt
Gross Sales Price$4,639GrossSalesPriceAmt
Cost Or Other Basis$5,367CostOrOtherBasisAmt
Gain Or Loss-$728GainOrLossAmt
Gains Minus Excess Or Losses-$728GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$728CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,926InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,926SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,926TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$64EsPenaltyAmt
Tax Due$1,990TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDAVID CRAMERIndividualWithBooksNm
Phone9208871756PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1N7116 CTY RD AAddressLine1Txt
CityBEAVER DAMCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53916ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$0$0$0
SONJA CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$21,500$0$0
COURTNEY CRAMER
N7116 CITY ROAD ABEAVER DAMWI53916TRUSTEE5.00$21,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$166,100AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,028,306AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,194,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,194,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,916CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,146,490NetVlNoncharitableAssetsAmt
Minimum Investment Return$157,325MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$157,325MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,926TaxBasedOnInvestmentIncomeAmt
Total Tax$1,926TotalTaxAmt
Distributable Before Adj$155,399DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$155,399DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$155,399DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,545ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,545QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$155,399DistributableAsAdjustedAmt
Undistributed Income PY$135,767UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$157,545QualifyingDistributionsAmt
Applied To Year1$135,767AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,778AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$133,621UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID CRAMERContributingManagerNm
Contributing ManagerSONJA CRAMERContributingManagerNm
Contributing ManagerCOURTNEY CRAMERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BEAVER DAM COMMUNITY HOSPITAL
707 S UNIVERSITY AVEBEAVER DAMWI53916NONEPCHOSPICE PROGRAM$5,000
CHILDREN'S HOSPITAL OF WISCONSIN FOUNDATION
PO BOX 1997MILWAUKEEWI532011997NONEPCTO HELP WITH THEIR MISSION TO HELP WISCONSIN CHILDREN BE THE HEALTHIEST IN THE NATION$10,000
FEDERATED YOUTH FOUNDATION INC
1 SOUTH PINCKNEY STREET STE 810MADISONWI537032869NONEPCSCHOLARSHIPS$87,000
FIRST LUTHERAN CHURCH
311 W MACKIE STBEAVER DAMWI53916NONEPCFELLOWSHIP$6,000
MEDECINS SAN FRONTIERES USA INC (DOCTORS WITHOUT BORDERS)
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCGENERAL SUPPORT$3,000
PRAIRIE RIDGE HEALTH FOUNDATION INC
1515 PARK AVECOLUMBUSWI53925NONEPCTO SUPPORT THE EQUIPMENT ENDOWMENT$10,000
UNITED WAY OF DODGE COUNTY
PO BOX 158BEAVER DAMWI53916NONEPCTO HELP WITH THEIR MISSION TO BRING TOGETHER ALL POSSIBLE CAMPAIGNS OF COMMUNITY-ACCEPTED HEALTH, WELFARE AND RECREATIONAL AGENCIES$10,000
WOUNDED WARRIOR PROJECT INC
4899 BELFORD RD SUITE 300JACKSONVILLEFL32256NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$136,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$165,059ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$728ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$164,331ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$164,331TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemARDEN CREDIT FUND LPCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$226,867BookValueAmt
EOYFMV$226,867EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescWIRE FEEDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$45DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNET UNREALIZED APPRECIATION IN CARRYING VALUE OF INVESTMENTSDesc
Amt$868Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$5,006Amt
Net Investment Income$5,006NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXESCategoryTxt
Amt$429Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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