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HOOK FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
HOOK FAMILY FOUNDATION (EIN 76-0574363)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349109901
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)
Return2023-11-15T19:27:11-06:00ReturnTs
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)
EIN760574363EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Hook Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% KAREN ANNE HOOK KINGInCareOfNm
Business Name ControlHOOKBusinessNameControlTxt
Phone7133490711PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1One Greenway Plaza Suite 1003AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77046ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKAREN HOOK KINGPersonNm
Person TitleDir, TreasPersonTitleTxt
Phone7133490711PhoneNum
Signature2023-11-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKARENPersonFirstNm
Person LastHOOK KINGPersonLastNm
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$21,162,816FMVAssetsEOYAmt
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$151InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$151InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$707,942DividendsRevAndExpnssAmt
Dividends Net Invst Incm$707,942DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$435,606NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$717,619GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$614,462CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,143,699TotalRevAndExpnssAmt
Total Net Invst Incm$1,322,555TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,539TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$1,205TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,205TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$27,166OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$27,166OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,322TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,539TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$28,371TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,135,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,135,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,179,322TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,539TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,163,371TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,623ExcessRevenueOverExpensesAmt
Net Investment Income$1,319,016NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$99,050SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$345,440SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$345,440SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$11,873,120CorporateStockBOYAmt
Corporate Stock EOY$11,591,107CorporateStockEOYAmt
Corporate Stock EOYFMV$20,817,376CorporateStockEOYFMVAmt
Total Assets BOY$11,972,170TotalAssetsBOYAmt
Total Assets EOY$11,936,547TotalAssetsEOYAmt
Total Assets EOYFMV$21,162,816TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$11,972,170RetainedEarningBOYAmt
Retained Earning EOY$11,936,547RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$11,972,170TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,936,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$11,972,170TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,936,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$11,972,170TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,623ExcessRevenueOverExpensesAmt
Subtotal$11,936,547SubtotalAmt
Tot Net Ast Or Fund Balances EOY$11,936,547TotNetAstOrFundBalancesEOYAmt

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$717,619GrossSalesPriceAmt
Cost Or Other Basis$103,157CostOrOtherBasisAmt
Gain Or Loss$614,462GainOrLossAmt
Gains Minus Excess Or Losses$614,462GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$614,462CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,334InvestmentIncomeExciseTaxAmt
Subtotal$18,334SubtotalAmt
Tax Based On Investment Income$18,334TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,900EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,900ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$18,800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$466OverpaymentAmt
Applied To ES Tax$466AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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 Line1KAREN ANNE HOOK KINGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7133490711PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 Greenway Plaza Suite 1003AddressLine1Txt
CityHoustonCityNm
State AbbreviationTXStateAbbreviationCd
ZIP770460126ZIPCd
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnYes (true)TransferAstDisqualifiedPrsnInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Joanne H Hook
One Greenway Plaza Suite 1003HoustonTX77046Dir, Assistant Sec1.0$0$0$0
Randall Townsend Hook
One Greenway Plaza Suite 1003HoustonTX77046Dir, Pres2.0$0$0$0
Thomas Wesley Hook
One Greenway Plaza Suite 1003HoustonTX77046Dir, Sec1.0$0$0$0
Karen Anne Hook King
One Greenway Plaza Suite 1003HoustonTX77046Dir, Treas2.0$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$21,346,009AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$452,780AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,798,789TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,798,789AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$326,982CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,471,807NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,073,590MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,073,590MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,334TaxBasedOnInvestmentIncomeAmt
Total Tax$18,334TotalTaxAmt
Distributable Before Adj$1,055,256DistributableBeforeAdjAmt
Distributable Before Ded$1,055,256DistributableBeforeDedAmt
Distributable As Adjusted$1,055,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,163,371ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,163,371QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,055,256DistributableAsAdjustedAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr2$99,787ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$99,787TotalExcessDistributionCyovAmt
Qualifying Distributions$1,163,371QualifyingDistributionsAmt
Applied To Current Year$1,055,256AppliedToCurrentYearAmt
Remaining Distri From Corpus$108,115RemainingDistriFromCorpusAmt
Total Corpus$207,902TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$207,902ExcessDistriCyovToNextYrAmt
Excess From Year2$99,787ExcessFromYear2Amt
Excess From Current Year$108,115ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJoanne H HookContributingManagerNm
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
BAYLOR COLLEGE OF MEDICINE
PO BOX 4976 MSC 800HOUSTONTX77210N/APCDr. Lerner's Bladder Cancer Research fund$200,000
BOYS AND GIRLS COUNTRY OF HOUSTON INC
18806 ROBERTS RDHOCKLEYTX77447N/APCGeneral & Unrestricted$10,000
CAL FARLEYS BOYS RANCH
600 SW 11TH AVEAMARILLOTX79101N/APCGeneral & Unrestricted$10,000
COLLEGE OF THE OZARKS
100 OPPORTUNITY AVEPOINT LOOKOUTMO65726N/APCGeneral & Unrestricted$75,000
HILLSDALE COLLEGE
33 E COLLEGE STHILLSDALEMI49242N/APCMasters of Classical Education Program$150,000
HOUSTONS AMAZING PLACE INC
3735 DREXEL DRHOUSTONTX77027N/APCGeneral & Unrestricted$25,000
LEADERSHIP INSTITUTE
1101 N HIGHLAND STARLINGTONVA22201N/APCGeneral & Unrestricted$10,000
MAIN STREET MINISTRIES HOUSTON
5100 TRAVIS STHOUSTONTX77002N/APCGeneral & Unrestricted$10,000
PTSD FOUNDATION OF AMERICA
9724 DERRINGTON RDHOUSTONTX77064N/APCGeneral & Unrestricted$25,000
TEXAS PUBLIC POLICY FOUNDATION
901 CONGRESS AVEAUSTINTX78701N/APClitigation and election protection efforts$310,000
TRUE THE VOTE INC
PO BOX 3109HOUSTONTX77253N/APCGeneral & Unrestricted$300,000
TURNING POINT USA INC
4940 EAST BEVERLY RDPHOENIXAZ85044N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,135,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$151ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$707,942ExclusionAmt
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$435,606ExclusionAmt
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$1,143,699ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,143,699TotalIncomeProducingActyAmt

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 (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMER INTERNATIONAL GROUP INC$319,309$26,751
AT&T, INC$677,501$487,865
BANK OF AMERICA CORP$542,574$596,160
COLGATE-PALMOLIVE COMPANY$1,050,250$1,575,800
CORTEVA INC$159,476$521,202
DOW INC$311,426$446,808
DU PONT DE NEMOURS$457,021$608,542
DUKE ENERGY CO$1,123,643$1,892,249
ENBRIDGE INC$994,562$1,444,862
EXXON MOBIL CORP$2,151,577$2,743,713
FORD MOTOR COMPANY$582,167$494,275
JP MORGAN CHASE$972,113$2,999,549
KIMBERLY CLARK CORP$1,576,383$2,619,975
PFIZER INC$261,458$564,972
UNION PACIFIC$200,497$3,733,886
WARNER BROS. DISCOVERY, INC$211,150$60,767

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$22,779$22,779
Equipment/Furniture Purchase$3,248$3,248
EQUIPMENT MAINTENANCE$125$125
Postage/Delivery Service$1,014$1,014

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2022$9,900
990-PF Excise Tax for 2021$2,512
Foreign Tax Paid$3,539$3,539

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