JOHN MICHAEL PAZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MICHAEL PAZ FOUNDATION (EIN 27-6981716)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349104098
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T12:00:47-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2100 ONE PPG PLACE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 276981716 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN M PAZ FDN 12 23 10 JOHN M PAZ & BBHTCDE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3025524040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL J ARCIOLA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3025524040 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DEREK MASTIC | PreparerPersonNm |
| PTIN | P01394162 | PTIN |
| Phone | 4126447800 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $22,806,445 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $4,257,125 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $268,125 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $268,125 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $979,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,849,722 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $979,323 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $5,504,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,247,448 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,653 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $84,653 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,736 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,249 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,231 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $30 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $186,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,637,125 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,637,125 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,823,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,722,278 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,681,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,207,451 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $957,095 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,010,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,010,348 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $14,629,887 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,786,853 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,949,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,293,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,918,155 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,846,508 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,880,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,715,356 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,806,445 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,880,588 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,715,356 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,880,588 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,715,356 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,880,588 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,715,356 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,880,588 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,681,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $22,561,868 | SubtotalAmt |
| Other Decreases | $3,846,512 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,715,356 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 25. ALPHABET INC CL C | 2012-06-22 | 2022-01-06 | $68,858 | $34,670 | $34,188 | $34,188 | |
| 200. AMAZON.COM INC | 2021-10-07 | 2022-09-15 | $25,400 | $33,935 | -$8,535 | -$8,535 | |
| 177. AMAZON.COM INC | 2020-08-06 | 2022-09-15 | $22,479 | $28,656 | -$6,177 | -$6,177 | |
| 65261.044 BBH LIMITED DURATION FUND CL I | 2021-02-24 | 2022-07-06 | $650,000 | $675,452 | -$25,452 | -$25,452 | |
| 1786. BAXTER INTL INC | 2020-03-12 | 2022-03-29 | $141,528 | $136,964 | $4,564 | $4,564 | |
| 384. BERKSHIRE HATHAWAY INC-CL B | 2014-04-03 | 2022-03-22 | $134,786 | $63,315 | $71,471 | $71,471 | |
| 23. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2021-02-01 | 2022-01-06 | $1,597 | $1,659 | -$62 | -$62 | |
| 307. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2019-03-07 | 2022-01-06 | $21,315 | $19,803 | $1,512 | $1,512 | |
| 424. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-27 | 2022-01-07 | $28,983 | $20,817 | $8,166 | $8,166 | |
| 613. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-21 | 2022-01-10 | $40,575 | $28,221 | $12,354 | $12,354 | |
| 822. BROWN-FORMAN CORP CLASS B COMMON STOCK | 2018-12-20 | 2022-01-11 | $54,803 | $37,482 | $17,321 | $17,321 | |
| 1659. COLGATE PALMOLIVE CO | 2019-01-24 | 2022-02-24 | $125,375 | $105,588 | $19,787 | $19,787 | |
| 337. COPART INC COM STK | 2018-10-01 | 2022-08-04 | $43,892 | $29,333 | $14,559 | $14,559 | |
| 122. COPART INC COM STK | 2018-10-04 | 2022-08-08 | $15,765 | $6,349 | $9,416 | $9,416 | |
| 225. COPART INC COM STK | 2018-10-04 | 2022-08-10 | $28,976 | $11,664 | $17,312 | $17,312 | |
| 122. COPART INC COM STK | 2018-10-09 | 2022-08-11 | $15,784 | $6,263 | $9,521 | $9,521 | |
| 37. COPART INC COM STK | 2018-10-09 | 2022-08-29 | $4,487 | $1,882 | $2,605 | $2,605 | |
| 11. COPART INC COM STK | 2018-10-10 | 2022-08-30 | $1,323 | $555 | $768 | $768 | |
| 26. COPART INC COM STK | 2018-10-10 | 2022-08-31 | $3,110 | $1,313 | $1,797 | $1,797 | |
| 141. COSTCO WHOLESALE CORP | 2021-01-06 | 2022-04-04 | $80,939 | $49,541 | $31,398 | $31,398 | |
| 30. COSTCO WHOLESALE CORP | 2021-03-03 | 2022-08-15 | $16,357 | $9,538 | $6,819 | $6,819 | |
| 502. ARTHUR J GALLAGHER & CO | 2019-07-16 | 2022-05-10 | $79,725 | $46,392 | $33,333 | $33,333 | |
| 113. ARTHUR J GALLAGHER & CO | 2019-07-18 | 2022-06-29 | $18,463 | $10,398 | $8,065 | $8,065 | |
| 291. ARTHUR J GALLAGHER & CO | 2019-07-17 | 2022-08-15 | $55,251 | $26,768 | $28,483 | $28,483 | |
| 40. POOL CORP COM STK | 2022-03-02 | 2022-10-19 | $11,862 | $19,084 | -$7,222 | -$7,222 | |
| 81. POOL CORP COM STK | 2022-03-01 | 2022-10-24 | $23,593 | $38,274 | -$14,681 | -$14,681 | |
| 99. POOL CORP COM STK | 2022-02-28 | 2022-10-25 | $29,489 | $45,427 | -$15,938 | -$15,938 | |
| 49. POOL CORP COM STK | 2022-07-07 | 2022-10-25 | $14,596 | $18,834 | -$4,238 | -$4,238 | |
| 218. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-06-17 | $48,722 | $52,498 | -$3,776 | -$3,776 | |
| 129. SHERWIN WILLIAMS CO | 2021-01-14 | 2022-07-07 | $30,962 | $31,034 | -$72 | -$72 | |
| 33. SHERWIN WILLIAMS CO | 2021-01-14 | 2022-09-21 | $7,231 | $7,886 | -$655 | -$655 | |
| 28. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-22 | $5,846 | $6,685 | -$839 | -$839 | |
| 123. SHERWIN WILLIAMS CO | 2021-01-15 | 2022-09-23 | $25,838 | $28,708 | -$2,870 | -$2,870 | |
| 1340. STARBUCKS CORP | 2010-12-28 | 2022-05-10 | $96,737 | $111,646 | -$14,909 | -$14,909 | |
| 2180. ZOETIS INC COM STK | 2014-03-24 | 2022-03-24 | $413,403 | $63,440 | $349,963 | $349,963 | |
| 261. LINDE PLC COM STK | 2018-10-31 | 2022-05-10 | $78,301 | $60,325 | $17,976 | $17,976 | |
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P | |||||
| CAPITAL GAIN DIVIDENDS | $383,371 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $979,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,784 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,784 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,784 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,062 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $21,062 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,278 | OverpaymentAmt |
| Applied To ES Tax | $4,278 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN TRUST CO NA | BusinessNameLine1Txt |
| Business Name Line2 | OF DELAWARE NA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3025524040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BROWN BROTHERS HARRIMAN TR CO OF DE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 LANCASTER PIKE SUITE 150 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,653 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,480,923 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $863,841 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,344,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,344,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $335,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,009,593 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,100,480 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,100,480 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,784 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,784 | TotalTaxAmt |
| Distributable Before Adj | $1,083,696 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,083,696 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,083,696 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,722,278 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,722,278 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,083,696 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,172 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,172 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,722,278 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,083,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $638,582 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $667,754 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $667,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $29,172 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $638,582 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE BOYS & GIRLS CLUB OF | ||||||||
| GLOUCESTER COUNTY | PO BOX 742 | GLASSBORO | NJ | 08028 | NONE | PC | GENERAL SUPPORT | $65,000 |
| THE GREATER PHILA DIAPER BANK | ||||||||
| 1 YALE DRIVE | RICHBORO | PA | 18954 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DICKINSON COLLEGE | ||||||||
| P O BOX 1773 | CARLISLE | PA | 17013 | NONE | PC | GENERAL SUPPORT | $1,000,000 | |
| PAWS AND AFFECTION INC | ||||||||
| PO BOX 138 | NARBETH | PA | 19072 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MANNA | ||||||||
| 2323 RANSTEAD STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CRISTO REY PHILADELPHIA HIGH SCHOOL | ||||||||
| DEVELOPMENT OFFICE | 5218 N BROAD STREET | PHILADELPHIA | PA | 19141 | NONE | PC | GENERAL SUPPORT | $5,000 |
| SEACREST COUNTRY DAY SCHOOL | ||||||||
| 7100 DAVIS BLVD | NAPLES | FL | 34104 | NONE | PC | GENERAL SUPPORT | $47,125 | |
| PHILADELPHIA FILM SOCIETY | ||||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL SUPPORT | $15,000 | |
| CONSERVANCY OF SOUTHWEST FLORIDA | ||||||||
| 1495 SMITH PRESERVE WAY | NAPLES | FL | 34102 | NONE | PC | GENERAL PURPOSES | $50,000 | |
| THE EVERGLADES FOUNDATION INC | ||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | NONE | PC | GENERAL PURPOSES | $40,000 | |
| NATIONAL AUDUBON SOCIETY INC | ||||||||
| 4500 BISCAYNE BOULEVARD SUITE 350 | MIAMI | FL | 33137 | NONE | PC | GENERAL PURPOSES | $5,000 | |
| THE JOSEPH FUND OF CAMDEN | ||||||||
| 2907 FEDERAL STEET | CAMDEN | NJ | 08105 | NONE | PC | GENERAL | $5,000 | |
| INSPIRA HEALTH FOUNDATION | ||||||||
| 2950 COLLEGE DRIVE SUITE 1F | VINELAND | NJ | 08360 | NONE | PC | GENERAL | $300,000 | |
| MISSION KIDS CHILD ADVOCACY CTR | ||||||||
| 180 WEST GERMANTOWN PIKE | EAST NORRITON | PA | 19401 | NONE | PC | GENERAL | $10,000 | |
| GRAND PIANO SERIES INC | ||||||||
| 3330 CROSSINGS COURT 301 | BONITA SPRINGS | FL | 34134 | NONE | PC | GENERAL | $5,000 | |
| TWO CHIHUAHUAS DOG RESCUE | ||||||||
| 11728 EAST TURQUIOUSE AVE | SCOTTSDALE | AZ | 85259 | NONE | PC | GENERAL | $10,000 | |
| THE NAVAL WAR COLLEGE FOUNDATION | ||||||||
| 686 CUSHING ROAD | NEWPORT | RI | 028411213 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FIRST RESPONSE TEAM OF AMERICA | ||||||||
| 1060 N CHARLOTTE STREET | LANCASTER | PA | 17603 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,637,125 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $268,125 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $979,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,247,448 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,247,448 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JOHN M PAZ | ||||||
| 1 | 1333 3RD AVE S 507 | NAPLES | FL | 34102 | $2,692,757 | Yes (X) |
| JOHN M PAZ | ||||||
| 2 | 1333 3RD AVE S 507 | NAPLES | FL | 34102 | $1,564,368 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 12,124 SHRS APPLE INC 1,466 SHRS UNITEDHEALTH GRP INC | $2,692,757 | 2022-08-31 |
| 2 | 5,664 SHRS MICROSOFT CORP | $1,567,880 | 2022-08-24 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BBH LIMITED DURATION FUND CL N | BondNm |
| EOY Book Value | $2,918,155 | EOYBookValueAmt |
| EOYFMV | $2,846,508 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DIAGEO PLC- SPONSORED ADR | $73,198 | $106,914 |
| NESTLE S A SPONS ADR | $27,752 | $101,499 |
| BERKSHIRE HATHAWAY INC-CL B | $121,204 | $300,869 |
| ZOETIS INC COM STK | $31,628 | $159,886 |
| WASTE MANAGEMENT INC | $77,162 | $169,117 |
| MICROSOFT CORP | $441,670 | $1,546,120 |
| ORACLE CORP | $66,649 | $126,860 |
| CELANESE CORP SERIES A | $114,692 | $149,884 |
| BBH INTL EQUITY FUND CL N | $3,856,540 | $3,219,694 |
| ALPHABET INC CL C | $38,290 | $251,993 |
| GQG PART EMERG MKTS | $901,482 | $844,394 |
| BROWN-FORMAN CORP | ||
| DOLLAR GENERAL CORP | $64,730 | $143,810 |
| COPART INC | $54,166 | $134,567 |
| KLA-TENCOR CORP | $73,471 | $165,893 |
| LINDE PLC | $117,034 | $233,545 |
| BOOKING HOLDINGS INC | $131,833 | $151,146 |
| COLGATE PALMOLIVE CO | ||
| COSTCO | $72,643 | $144,254 |
| ARTHUR J GALLAGHER | $98,147 | $204,754 |
| ALCON INC | $173,668 | $220,114 |
| AO SMITH CORP | $69,009 | $90,496 |
| MASTERCARD | $225,215 | $291,745 |
| AKRE FOCUS FUND-SUPRA INST | $1,601,570 | $2,351,985 |
| AMAZON.COM INC | $199,364 | $106,092 |
| NIKE INC CL B | $122,443 | $173,409 |
| STARBUCKS CORP | ||
| PROGRESSIVE CORP OHIO | $142,068 | $234,905 |
| BAXTER INTL INC | ||
| THERMO FISHER SCIENTIFIC INC | $145,036 | $180,626 |
| GRACO INC COMMON STOCK | $127,008 | $121,404 |
| SHERWIN WILLIAMS CO | ||
| S&P GLOBAL INC | $135,539 | $131,296 |
| ABBOTT LABS | $174,301 | $155,902 |
| CLARKSTON FOUNDERS FUND - FOUN | $1,900,000 | $1,706,005 |
| CLARKSTONE SERIES TRUST CLARKS | $820,000 | $1,055,785 |
| BBH PARTNER FUND - SMALL CAP | $1,925,000 | $1,285,364 |
| SIGNATURE BANK COM STK | $193,798 | $90,793 |
| UNITEDHEALTH GROUP INC | $53,260 | $777,244 |
| ADOBE INC | $124,433 | $106,343 |
| APPLE COMPUTER INC | $151,126 | $1,575,271 |
| TEXAS INSTRUMENTS INC | $141,724 | $139,611 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO CONTRIBUTIONS | Desc |
| Amt | $3,846,512 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER EXPENSE (NON-DEDUCTIBLE | Desc |
| Revenue And Expenses Per Books | $30 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $32,736 | Amt |
| Net Investment Income | $32,736 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JOHN M PAZ | |||
| 1333 3RD AVE S 507 | NAPLES | FL | 34102 |
| JOHN M PAZ | |||
| 1333 3RD AVE S 507 | NAPLES | FL | 34102 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $47,981 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $13,037 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $6,780 | $6,780 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $451 | $451 | $0 |
Comments