THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION (EIN 87-0661833)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-12
IRS object ID
202313179349100201
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)
Return2023-11-12T20:45:49-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line144 Montgomery Street Suite 1305AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN870661833EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Eric T and Elizabeth C JacobsenBusinessNameLine1Txt
Business Name Line2Foundation In care of Align ImpactBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlERICBusinessNameControlTxt
Phone3238860941PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 Santa Monica Blvd 500AddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEric T JacobsenPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-11-12SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEric TPersonFirstNm
Person LastJacobsenPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonErik SatowPreparerPersonNm
PTINP01410341PTIN
Phone4159830200PhoneNum

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$4,811,030FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$45,039DividendsRevAndExpnssAmt
Dividends Net Invst Incm$45,039DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$5,341NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss$30,513OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23,742OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$70,211TotalRevAndExpnssAmt
Total Net Invst Incm$68,781TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,848AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,848AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$75,066OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$75,066OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$10,580TaxesRevAndExpnssAmt
Taxes Net Invst Incm$215TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$14,219OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$14,219OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$103,713TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$75,281TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,067TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,640ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,640ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$148,353TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$75,281TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$62,707TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$78,142ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$178,891CashBOYAmt
Cash EOY$140,833CashEOYAmt
Cash EOYFMV$140,833CashEOYFMVAmt
Sav And Temp Cash Invst BOY$13,351SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,866,469SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,866,469SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$202,326CorporateStockBOYAmt
Other Investments BOY$4,148,687OtherInvestmentsBOYAmt
Other Investments EOY$1,860,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,860,000OtherInvestmentsEOYFMVAmt
Other Assets BOY$774,878OtherAssetsBOYAmt
Other Assets EOY$943,728OtherAssetsEOYAmt
Other Assets EOYFMV$943,728OtherAssetsEOYFMVAmt
Total Assets BOY$5,318,133TotalAssetsBOYAmt
Total Assets EOY$4,811,030TotalAssetsEOYAmt
Total Assets EOYFMV$4,811,030TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,318,133NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,811,030NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,318,133TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,811,030TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,318,133TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,811,030TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,318,133TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$78,142ExcessRevenueOverExpensesAmt
Subtotal$5,239,991SubtotalAmt
Other Decreases$428,961OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,811,030TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Sale of Publicly Traded SecuritiesP2000-01-012022-12-31
Realized Gain/Loss from PartnershipsP2000-01-012022-12-31$5,341-$5,341-$5,341
FieldValueIRS element (for citing)
Capital Gain Net Income-$5,341CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Estimated Plus Ovpmt Incm Tx$14,556EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,556TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$14,556OverpaymentAmt
Applied To ES Tax$14,556AppliedToESTaxAmt

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 LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateUTOrgReportOrRegisterStateCd
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 Line1Align ImpactBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3238860941PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1429 Santa Monica Blvd Suite 500AddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Elizabeth C Jacobsen
PO Box 784Park CityUT84060Trustee1.00$0
Eric T Jacobsen
PO Box 784Park CityUT84060Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Align ImpactBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1429 Santa Monica Blvd 500AddressLine1Txt
CitySanta MonicaCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90401ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment ManagementServiceTypeTxt
Compensation$53,000CompensationAmt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1Cheyenne River Oyate - Alternative investment aligned with the Foundation's environmental goals.Description1Txt
Expenses1$100,000Expenses1Amt
Description2Gratitude Inclusive Capital Fund, LP - Alternative investment aligned with the Foundation's social and justice goals.Description2Txt
Expenses2$50,000Expenses2Amt
Total$150,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,227,614AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$188,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,959,999FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,376,428TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,376,428AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,646CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,310,782NetVlNoncharitableAssetsAmt
Minimum Investment Return$215,539MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$215,539MinimumInvestmentReturnAmt
Distributable Before Adj$215,539DistributableBeforeAdjAmt
Distributable Before Ded$215,539DistributableBeforeDedAmt
Distributable As Adjusted$215,539DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$62,707ExpensesAndContributionsAmt
Program Related Invst Total$150,000ProgramRelatedInvstTotalAmt
Qualifying Distributions$212,707QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$215,539DistributableAsAdjustedAmt
Undistributed Income PY$205,099UndistributedIncomePYAmt
Qualifying Distributions$212,707QualifyingDistributionsAmt
Applied To Year1$205,099AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,608AppliedToCurrentYearAmt
Undistributed Income CY$207,931UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerElizabeth C JacobsenContributingManagerNm
Contributing ManagerEric T JacobsenContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Reproductive Health Access Project
PO Box 21191New YorkNY10025N/APCGeneral Support$1,000
Whitefish Community Foundation
214 2nd St WestWhitefishMT59937N/APCGeneral Support$2,950
People's Health Clinic
PO Box 681558Park CityUT84068N/APCHealth Services for People Without Health Insurnace$10,530
Charitable Ven
1505 E 17th Street Ste 101Santa AnaCA92705N/APCGeneral Support$10,200
World Central Kitchen
200 Massachusetts Ave NWWashingtonDC20001N/APCGeneral Support$500
AIDS Life Cycle
1035 Market StSan FranciscoCA94103N/APCGeneral Support$1,000
Frost Free Library
28 Jaffrey RdMarlboroughNH03455N/APCGeneral Support$5,000
Fight Against Dome
138 Main StreetSacramentoCA95667N/APCLife Enriching Communications$525
Partners in Health
3254 19th St 2San FranciscoCA94110N/APCGeneral Support$5,227
Colorado Gives
5855 Wadsworth Bypass Unit AArvadaCO80003N/APCGeneral Support$208
Egyptian Theatre
135 N Second StreetDeKalbIL60115N/APCGeneral Support$2,500
WF Community Foundation
PO Box 1060WhitefishMT59937N/APCGeneral Support$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,640TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,039ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$5,341ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescPartnership IncomeDesc
Business900099BusinessCd
Unrelated Business Taxbl Incm$1,430UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$29,083ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,430UnrelatedBusinessTaxblIncmAmt
Exclusion$68,781ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$70,211TotalIncomeProducingActyAmt

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)
CategoryBookkeeping & Controller ServicesCategoryTxt
Amt$3,848Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,848DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (21 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Align Impact Fund LPAT COST$168,288$168,288
Gratitude Railroad LLCAT COST$56,250$56,250
Gratitude Railroad Ventures LLCAT COST$177,500$177,500
Trilinc GlobalAT COST$55,718$55,718
Cadence - Series AAT COST$88,681$88,681
Gratitude Railroad CommunityAT COST$25,000$25,000
Kenzie AcademyAT COST$25,000$25,000
Atlas Impact Partners, GPAT COST$100,000$100,000
Atlas Impact Partners, LPAT COST$413,161$413,161
Cadence - Series BAT COST$29,619$29,619
LoliwareAT COST$50,000$50,000
Mango MaterialsAT COST$50,000$50,000
SmartlamAT COST$135,000$135,000
BrightUpAT COST$25,000$25,000
Ruthless for Good Fund IAT COST$75,783$75,783
Gratitude Inclusive Fund, LPAT COST$25,000$25,000
Innovation in ActionAT COST$100,000$100,000
Known HoldingsAT COST$100,000$100,000
PigeonlyAT COST$75,000$75,000
Row House PublishingAT COST$65,000$65,000
TolaroAT COST$20,000$20,000

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Dues & Subscriptions$12,000$12,000
Miscellaneous$2,100$2,100
Software & Subscription Svcs$119$119

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescPartnership IncomeDesc
Revenue And Expenses Per Books$30,513RevenueAndExpensesPerBooksAmt
Net Investment Income$23,742NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Managment FeesCategoryTxt
Amt$75,066Amt
Net Investment Income$75,066NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Excise Tax$10,365
Foreign Taxes$215$215

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