BETA

THE KING-GUFFEY FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE KING-GUFFEY FAMILY FOUNDATION (EIN 46-3794441)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202323189349101872
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)
Return2023-11-14T08:11:13-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453807327PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BORCHARDT SENGER & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15975 S QUEBEC STREET STE 225AddressLine1Txt
CityCENTENNIALCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463794441EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE KING-GUFFEY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2CO BORCHARDT SENGER & ASSOCIATES LLCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlKINGBusinessNameControlTxt
Phone3034887576PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15975 S QUEBEC STE 225AddressLine1Txt
CityCENTENNIALCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCYNTHIA KING-GUFFEYPersonNm
Person TitleCO PRES/DIR/SECPersonTitleTxt
Signature2023-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCYNTHIAPersonFirstNm
Person LastKING-GUFFEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELINDA BORCHARDTPreparerPersonNm
PTINP00303959PTIN
Phone3034887570PhoneNum

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$12,003,505FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$569InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$569InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$193,845DividendsRevAndExpnssAmt
Dividends Net Invst Incm$192,121DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,506NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,777,841GrossSalesPriceAmt
Other Income Rev And Expnss$3,273OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$3,273OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$169,181TotalRevAndExpnssAmt
Total Net Invst Incm$192,690TotalNetInvstIncmAmt
Total Adj Net Incm$3,273TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$34,541OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,541OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$49,285TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,785TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$25,378OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,378OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$109,204TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$61,704TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$521,299ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$521,299ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$630,503TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$61,704TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$521,299TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$461,322ExcessRevenueOverExpensesAmt
Net Investment Income$130,986NetInvestmentIncomeAmt
Adjusted Net Income$3,273AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$586,628SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$412,256SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$412,256SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$8,393,639CorporateStockBOYAmt
Corporate Stock EOY$7,538,449CorporateStockEOYAmt
Corporate Stock EOYFMV$6,868,260CorporateStockEOYFMVAmt
Other Investments BOY$3,591,842OtherInvestmentsBOYAmt
Other Investments EOY$4,160,082OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,722,989OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,572,109TotalAssetsBOYAmt
Total Assets EOY$12,110,787TotalAssetsEOYAmt
Total Assets EOYFMV$12,003,505TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$12,572,109RetainedEarningBOYAmt
Retained Earning EOY$12,110,787RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$12,572,109TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,110,787TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,572,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,110,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,572,109TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$461,322ExcessRevenueOverExpensesAmt
Subtotal$12,110,787SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,110,787TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEYP2022-01-012022-01-01$2,432,997$2,692,457-$259,460-$259,460
MORGAN STANLEYP2022-01-012022-01-01$1,341,179$1,393,960-$52,781-$52,781
MORGAN STANLEYP2022-01-012022-01-01$2,610,433$2,719,817-$109,384-$109,384
MORGAN STANLEYP2022-01-012022-01-01$113$113
BX TAX OPPS IIP2022-01-012022-01-01$29,074$29,074$29,074
HPC MILLENNIUM INTLP2022-01-012022-01-01$132,274$132,274$132,274
ACIP PARALLEL FUND AP2022-01-012022-01-01$2,498$2,498$2,498
Capital Gain Dividends$229,273
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,506CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$260,277NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,821InvestmentIncomeExciseTaxAmt
Subtotal$1,821SubtotalAmt
Tax Based On Investment Income$1,821TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,707EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$10,707TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$8,886OverpaymentAmt
Applied To ES Tax$8,886AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BORCHARDT SENGER & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034887576PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15975 S Quebec Ste 225AddressLine1Txt
CityCentennialCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
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
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
ALAN B GUFFEY
C/O BORCHARDT SENGER ASSOCGREENWOOD VILLAGECO80111CO PRES / DIR1.00$0
CYNTHIA KING-GUFFEY
C/O BORCHARDT SENGER ASSOCGREENWOOD VILLAGECO80111CO PRES/DIR/SEC5.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,900,559AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$432,209AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$4,545,393FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,878,161TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$12,878,161AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$193,172CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,684,989NetVlNoncharitableAssetsAmt
Minimum Investment Return$634,249MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$634,249MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,821TaxBasedOnInvestmentIncomeAmt
Total Tax$1,821TotalTaxAmt
Distributable Before Adj$632,428DistributableBeforeAdjAmt
Distributable Before Ded$632,428DistributableBeforeDedAmt
Distributable As Adjusted$632,428DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$521,299ExpensesAndContributionsAmt
Qualifying Distributions$521,299QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$632,428DistributableAsAdjustedAmt
Undistributed Income PY$521,299UndistributedIncomePYAmt
Qualifying Distributions$521,299QualifyingDistributionsAmt
Applied To Year1$521,299AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Undistributed Income CY$632,428UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonMORGAN STANLEY GLOBAL IMPACT FUNDINRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11177 6TH AVE 41ST FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10036ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Grant Or Contribution PurposeGENERAL AND UNRESTRICTEDGrantOrContributionPurposeTxt
Amt$521,299Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$521,299TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$569ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$193,845ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,506ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER K-1 INCOMEDesc
Exclusion$3,273ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$169,181ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$169,181TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BAIDU.COM - ADR$1,923,303$1,372,560
BLACKROCK EQUITY DIVIDEND FUND$619,656$540,505
FIRST TRUST ISE WATER INDEX$42,023$58,171
ISHARES GOLD TRUST$42,806$45,451
MSIF GLOBAL INFRASTRUCTURE CLA$46,617$36,426
POLEN GROWTH FUND INSTITUTIONA$407,661$437,969
NATIXIS VAUGHN NELSN SMCP VL$149,211$146,480
T ROWE PRICE QM US SM CP GR EQ$302,444$284,267
MISCELLANEOUS$12,756$12,756
MSIF INTL ADVANTAGE$251,563$240,730
ARTISAN INTL VALUE$431,363$462,953
ISHARES GSCI$54,466$49,417
ALLSPRING SPECIAL MDCP$322,049$367,173
DELAWARE IVY SCI & TECH I$319,159$208,289
OAKMARK FUND INSTITUTIONAL$342,493$428,372
ISHARES 0-5 HY CORP$134,757$129,090
ISHARES 0-5 IG CORP$219,017$214,556
ISHARES FLOATING RATE BD ETF$128,667$128,744
PIMCO SHORT TEM I2$172,372$169,158
WESTERN ASSETS CORE PLUS BD$227,595$209,067
GLOBAL X LITHIUM & BATTERY$14,994$11,195
GLOBAL X MLP & ENERGY$45,172$46,507
PIMCO COMM REAL RET$30,119$21,338
AB SMALL CAP GRW$210,000$189,101
KRANESHARES CSI CHINA INTERNET$90,654$97,365
AMERICAN EUROPACIFIC GRW F2$272,054$262,966
GOLDMAN SACHS GQG$272,054$262,417
GQG PARTNERS EMRG MKTS$90,685$81,403
LAZARD INTL STRAT$272,054$263,989
PZENA EMERGING MKTS VAL$90,685$89,845

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BX TAC OPPS II OFFSHORE FEEDERAT COST$172,990$118,469
IRONWOOD MULTI-STRATEGY FUND LAT COST$1,085,550$1,083,427
OAKTREE SPECIAL FUNDAT COST$272,451$580,723
MILLENIUMAT COST$954,468$1,139,167
CPG VINTAGEAT COST$346,411$396,321
TRUEBRIDGE SELECTAT COST$305,467$317,162
BREITAT COST$751,677$831,805
ACIP PARALLEL FUND AAT COST$271,068$255,915

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT INT EXPENSE$1,031$1,031
OTHER DEDUCTIONS (FLOW-THROUGH)$16,663$16,663
PROFESSIONAL FEES$7,630$7,630
SERVICE FEES$54$54

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER K-1 INCOMEDesc
Revenue And Expenses Per Books$3,273RevenueAndExpensesPerBooksAmt
Adjusted Net Income$3,273AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$34,541Amt
Net Investment Income$34,541NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$1,785$1,785
TAX PAYMENTS$47,500

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.