BETA

MAPS FAMILY FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MAPS FAMILY FOUNDATION INC (EIN 82-2232143)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-09
IRS object ID
202321299349105022
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)
Return2023-05-09T16:46:50-04:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN351387485PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BUECHLEIN & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 519AddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP475470519ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN822232143EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MAPS FAMILY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMAPSBusinessNameControlTxt
Phone8124825954PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11750 MUSHROOM LANEAddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47546ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A SCHWENKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8124825954PhoneNum
Signature2023-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastSCHWENKPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK W BUECHLEINPreparerPersonNm
PTINP00102278PTIN
Phone8124823535PhoneNum
Preparation2023-05-08PreparationDt
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$1,588,026FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$188,397ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$171InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$171InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$42,136DividendsRevAndExpnssAmt
Dividends Net Invst Incm$42,136DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,847NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$192,013GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,880CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$247,551TotalRevAndExpnssAmt
Total Net Invst Incm$44,187TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,250AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,381OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,381OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,278TaxesRevAndExpnssAmt
Taxes Net Invst Incm$719TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,909TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,100TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$55,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$55,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$63,909TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,100TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$57,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$183,642ExcessRevenueOverExpensesAmt
Net Investment Income$41,087NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$30,637CashBOYAmt
Cash EOY$49,828CashEOYAmt
Cash EOYFMV$49,828CashEOYFMVAmt
Sav And Temp Cash Invst EOY$28,537SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,537SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$2,500AcctRcvblBOYAmt
Corporate Stock BOY$1,033,168CorporateStockBOYAmt
Corporate Stock EOY$1,047,672CorporateStockEOYAmt
Corporate Stock EOYFMV$1,219,707CorporateStockEOYFMVAmt
Corporate Bonds BOY$581,353CorporateBondsBOYAmt
Corporate Bonds EOY$334,721CorporateBondsEOYAmt
Corporate Bonds EOYFMV$289,954CorporateBondsEOYFMVAmt
Total Assets BOY$1,647,658TotalAssetsBOYAmt
Total Assets EOY$1,460,758TotalAssetsEOYAmt
Total Assets EOYFMV$1,588,026TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,647,658CapitalStockBOYAmt
Retained Earning EOY$1,460,758RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,647,658TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,460,758TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,647,658TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,460,758TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,647,658TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$183,642ExcessRevenueOverExpensesAmt
Subtotal$1,831,300SubtotalAmt
Other Decreases$370,542OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,460,758TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,880CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$571InvestmentIncomeExciseTaxAmt
Subtotal$571SubtotalAmt
Tax Based On Investment Income$571TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,480EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,480TotalPaymentsAndCreditsAmt
Overpayment$1,909OverpaymentAmt
Applied To ES Tax$1,909AppliedToESTaxAmt

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 StateINOrgReportOrRegisterStateCd
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
Individual With BooksMICHAEL SCHWENKIndividualWithBooksNm
Phone8124825954PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11750 MUSHROOM LANEAddressLine1Txt
CityJASPERCityNm
State AbbreviationINStateAbbreviationCd
ZIP47546ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL A SCHWENK
1750 MUSHROOM LANEJASPERIN47546PRESIDENT0.50$0$0$0
PAMELA J SCHWENK
1750 MUSHROOM LANEJASPERIN47546SECRETARY/TR0.25$0$0$0
JENNIFER TOLBERT
548 E MAKENA COURTJASPERIN47546BOARD MEMBER0.25$0$0$0
LINDSEY M SMITH
1935 GRANDVIEW DRIVEJASPERIN47546BOARD MEMBER0.25$0$0$0
KRISTEN N BECKMAN
880 N EVERGREEN DRIVEJASPERIN47546BOARD MEMBER0.25$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,401,939AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$70,178AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,472,117TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,472,117AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,082CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,450,035NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,502MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,502MinimumInvestmentReturnAmt
Tax Based On Investment Income$571TaxBasedOnInvestmentIncomeAmt
Total Tax$571TotalTaxAmt
Distributable Before Adj$71,931DistributableBeforeAdjAmt
Distributable Before Ded$71,931DistributableBeforeDedAmt
Distributable As Adjusted$71,931DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$57,250ExpensesAndContributionsAmt
Qualifying Distributions$57,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$71,931DistributableAsAdjustedAmt
Undistributed Income PY$54,696UndistributedIncomePYAmt
Qualifying Distributions$57,250QualifyingDistributionsAmt
Applied To Year1$54,696AppliedToYear1Amt
Applied To Current Year$2,554AppliedToCurrentYearAmt
Undistributed Income CY$69,377UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL PAMELA SCHWENKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PIARIST SCHOOL
7279 S KY ROUTE 321HAGER HILLKY41222NONEPCRELIGIOUS COLLEGE PREP EDUCATION$4,000
ROJAC
PO BOX 307JASPERIN475470307NONEPCPROMOTE ECON. DEV. THROUGH TOURISM$1,500
ANDERSON WOODS
4630 ADYEVILLE RDBRISTOWIN47515NONEPCSUPPORT SUMMER CAMP FOR DISABLED$4,000
SHRINERS HOSPITAL FOR CHILDREN
4400 CLAYTON AVEST LOUISMO63110NONEPCPROVIDE HEATHCARE FOR CHILDREN$5,000
CASA
ONE COURTHOUSE SQUAREJASPERIN47546NONEPCPROVIDE ADVOCACY FOR ABUSED CHILDREN$3,500
MATRIX
671 THIRD AVE SUITE FJASPERIN47546NONEPCPROGRAM FUNDING FAMILY RESOURCE CENT$4,000
CHEW
PO BOX 514JASPERIN47547NONEPCSUPPORT FOOD PROGRAM FOR CHILDREN$3,500
CRISIS CONNECTION
PO BOX 903JASPERIN47547NONEPCRESOURCES FOR VICTIMS OF VIOLENCE$3,000
HOLY TRINITY CATHOLIC SCHOOL
950 CHURCH AVEJASPERIN47546NONESUPPORT CATHOLIC EDUCATION$10,000
RIGHT TO LIFE OF SW IN
20 NW 3RD ST SUITE 810EVANSVILLEIN47708NONEPCPROTECT HUMAN LIFE OF THE UNBORN$5,000
DUBOIS COUNTY COMMUNITY MEAL
958 W 36TH STJASPERIN47546NONEPCPROVIDE MEALS FOR THOSE IN NEED$2,500
CATHOLIC CHARITIES OF EVANSVILLE
2111 STRINGTOWN RDEVANSVILLEIN47711NONEPCCHARITABLE CONTRIBUTION$2,500
EDUCATION OF DUPITY
950 CHURCH AVEJASPERIN47546NONEPCFUNDING IN SUPPORT OF EDUCATION$3,500
DOVE RECOVERY HOUSE
3351 N MERIDIAN STE 110INDIANAPOLISIN46208NONEPCSUPPORT ADDICTION RECOVERY$1,000
TRI CAP
607 3RD AVEJASPERIN47546NONEPCSUPPORT FAMILY SERVICES PROGRAM$1,000
FREEDOM REINS
1077 N MERIDIAN RDJASPERIN47546NONEPCSUPPORT THERAPEUTIC RIDING PROGRAM$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$55,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$171ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$42,136ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,880ExclusionAmt
Related Or Exempt Function Incm$14,967RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,187ExclusionAmt
Related Or Exempt Function Incm$14,967RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$59,154TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
MICHAEL A SCHWENK
11750 MUSHROOM LANEJASPERIN47546$185,897Yes (X)Yes (X)
KEVIN W SMITH
21935 GRANDVIEW DRIVEJASPERIN47546$2,500Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1180 SH APPLE INC COM$25,1102022-11-08
16 SH THERMO FISHER SCIENTIFIC IN$2,9532022-11-08
131 SH CHEVRON CORP NEW COM$5,7462022-11-08
1901 SH VANGUARD INDEX MID ETF$183,2442022-11-08
134 SH COSTCO WHOLESALE CORP COM$16,7542022-11-08
145 SH HONEYWELL INTL INC COM$9,5112022-11-08
128 SH PROCTER & GAMLE CO COM$3,8312022-11-08
1110 SH RAYTHEON TECH CORP COM$10,5902022-11-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,250Amt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
NORTHWESTERN MUTUAL 30982022-01PURCHASE2022-12$41,218$47,200-$5,982
NORTHWESTERN MUTUAL 30982022-01DONATION2022-12$148,915$127,966$20,949
PURCHASE

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBONDS - SEE ATTACHED DETAILBondNm
EOY Book Value$334,721EOYBookValueAmt
EOYFMV$289,954EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSTOCK - SEE ATTACHED DETAILStockNm
EOY Book Value$1,047,672EOYBookValueAmt
EOYFMV$1,219,707EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
ADJUST BEGINNING COST BASIS OF STOCKS & BONDS$370,510
ACCRUED INTEREST ADJUSTMENT$32

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$2,381Amt
Net Investment Income$2,381NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$719$719
FEDERAL TAX PAYMENTS$3,559

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