BETA

BYRNE FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BYRNE FAMILY FOUNDATION (EIN 38-3574869)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-11
IRS object ID
202321319349105332
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)
Return2023-05-11T20:35:35-05:00ReturnTs
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 Line1200 OTTAWA AVE NW STE 300AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383574869EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BYRNE FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ROSEMARY BYRNEInCareOfNm
Business Name ControlBYRNBusinessNameControlTxt
Phone6168663461PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 200AddressLine1Txt
CityROCKFORDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49341ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNORMAN BYRNEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6168663461PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstNORMANPersonFirstNm
Person LastBYRNEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEric FischerPreparerPersonNm
PTINP01215564PTIN
Phone6167747000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$137,765FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,464ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$7,746DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,746DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$13NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,400GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$13CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,223TotalRevAndExpnssAmt
Total Net Invst Incm$7,759TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,369AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,685AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,684AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$95TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$3,464TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,685TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,684TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,464TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,685TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$9,684TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$241ExcessRevenueOverExpensesAmt
Net Investment Income$6,074NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,384CashBOYAmt
Cash EOY$3,291CashEOYAmt
Cash EOYFMV$3,291CashEOYFMVAmt
Corporate Stock BOY$151,351CorporateStockBOYAmt
Corporate Stock EOY$151,374CorporateStockEOYAmt
Corporate Stock EOYFMV$134,474CorporateStockEOYFMVAmt
Total Assets BOY$154,735TotalAssetsBOYAmt
Total Assets EOY$154,665TotalAssetsEOYAmt
Total Assets EOYFMV$137,765TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$154,735RetainedEarningBOYAmt
Retained Earning EOY$154,665RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$154,735TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$154,665TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$154,735TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$154,665TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$154,735TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$241ExcessRevenueOverExpensesAmt
Other Increases$171OtherIncreasesAmt
Subtotal$154,665SubtotalAmt
Tot Net Ast Or Fund Balances EOY$154,665TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyRAYMOND JAMES (584) LT - PUBLICLY TRADEDPropertyDesc
Acquired2021-06-23AcquiredDt
Sold2022-12-08SoldDt
Gross Sales Price$3,400GrossSalesPriceAmt
Cost Or Other Basis$3,387CostOrOtherBasisAmt
Gain Or Loss$13GainOrLossAmt
Gains Minus Excess Or Losses$13GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$13CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$84InvestmentIncomeExciseTaxAmt
Subtotal$84SubtotalAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$84TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 Line1ROSEMARY BYRNEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6168663461PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1320 BYRNE INDUSTRIAL DRIVEAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49341ZIPCd
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 IndividualsYes (true)GrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
NORMAN BYRNE
PO BOX 200ROCKFORDMI49341PRESIDENT1.0$0$0$0
ROSEMARY BYRNE
PO BOX 200ROCKFORDMI49341SECRETARY/TREASURER1.0$0$0$0
KELLY BEARDEN
PO BOX 200ROCKFORDMI49341DIRECTOR1.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$144,265AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,548AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$147,813TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$147,813AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,217CashDeemedCharitableAmt
Net Vl Noncharitable Assets$145,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,280MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,280MinimumInvestmentReturnAmt
Tax Based On Investment Income$84TaxBasedOnInvestmentIncomeAmt
Total Tax$84TotalTaxAmt
Distributable Before Adj$7,196DistributableBeforeAdjAmt
Distributable Before Ded$7,196DistributableBeforeDedAmt
Distributable As Adjusted$7,196DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,684ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$9,684QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,196DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,576ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,262ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,371ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,872ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,378ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,459TotalExcessDistributionCyovAmt
Qualifying Distributions$9,684QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$7,196AppliedToCurrentYearAmt
Remaining Distri From Corpus$2,488RemainingDistriFromCorpusAmt
Total Corpus$10,947TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,576ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$9,371ExcessDistriCyovToNextYrAmt
Excess From Year4$2,262ExcessFromYear4Amt
Excess From Year3$1,371ExcessFromYear3Amt
Excess From Year2$1,872ExcessFromYear2Amt
Excess From Year1$1,378ExcessFromYear1Amt
Excess From Current Year$2,488ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNORMAN BYRNEContributingManagerNm
Contributing ManagerROSEMARY BYRNEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonARLENE WARWICKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1320 BYRNE INDUSTRIAL DRIVEAddressLine1Txt
CityROCKFORDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49341ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6168663461RecipientPhoneNum
Form And Info And MaterialsBYRNE FAMILY FOUNDATION SCHOLARSHIP APPLICATION SHOULD INCLUDE PERSONAL DATA, ACADEMIC DATA, SERVICE DATA, WORK EXPERIENCE DATA, COLLEGE AND VOCATIONAL DATA, AND FINANCIAL DATA.FormAndInfoAndMaterialsTxt
Submission DeadlinesAPRIL 1 OF THE SCHOOL YEAR PRECEDING THE SCHOOL YEAR WITH RESPECT TO WHICH THE FUNDS ARE TO BE APPLISubmissionDeadlinesTxt
Restrictions On AwardsA CANDIDATE MUST BE A SENIOR AND PROSPECTIVE GRADUATE OF LOWELL HIGH SCHOOL, HAVE MAINTAINED A CUMULATIVE GRADE POINT AVERAGE 2.0/4.0 OR BETTER FOR THE LAST TWO YEARS OF HIGH SCHOOL, AND DEMONSTRATE ALL AROUND ABILITY THROUGH PARTICIPATION IN SCHOOL AND COMMUNITY ACTIVITIES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ELLA NAUTA
AVAILABLE UPON REQUESTLOWELLMI49331NONEISCHOLARSHIP GRAND VALLEY STATE UNIVERSITY$2,000
ALYSSA MILES
AVAILABLE UPON REQUESTADAMI49301NONEISCHOLARSHIP BAKER COLLEGE$2,000
KELCI KURTI
AVAILABLE UPON REQUESTLOWELLMI49331NONEISCHOLARSHIP DAVENPORT COLLEGE$3,000
MCKENZIE ELVE
AVAILABLE UPON REQUESTALTOMI49302NONEISCHOLARSHIP ADRIAN COLLEGE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt

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$7,746ExclusionAmt
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$13ExclusionAmt
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$7,759ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$7,759TotalIncomeProducingActyAmt

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)
CategoryBDO ACCOUNTING FEESCategoryTxt
Amt$3,369Amt
Net Investment Income$1,685NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,684DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIRST TRUST DIVIDEND STRENGTH$41,774$37,461
ONEOK INC NEW SENIOR NOTES CPN$71,669$71,997
PPL ENERGY SPLY LLC SR NOTE CP$19,504$8,400
HARTFORD EQUITY INCOME$18,427$16,616

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBOOK TO TAX DIFFERENCEDesc
Amt$171Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$95Amt

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