The Kirk Family Foundation: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
The Kirk Family Foundation (EIN 52-2358200)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202333199349105893
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)
Return2023-11-15T14:37:35-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110200 Grand Central Ave Suite 320AddressLine1Txt
CityOwings MillsCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522358200EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Kirk Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% THE ORGANIZATIONInCareOfNm
Business Name ControlKIRKBusinessNameControlTxt
Phone4103632300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 477AddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP210410477ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDonald H Kirk JRPersonNm
Person TitleOfficerPersonTitleTxt
Phone4103632300PhoneNum
Signature2023-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDonald HPersonFirstNm
Person LastKirk JRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEric R LeePreparerPersonNm
PTINP01278639PTIN
Phone4103633200PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$661,636FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,524DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,524DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$955NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$243,229GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,490CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$365,479TotalRevAndExpnssAmt
Total Net Invst Incm$18,014TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,250AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,490OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,490OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$16,825TaxesRevAndExpnssAmt
Taxes Net Invst Incm$265TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,565TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,755TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$398,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$398,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$423,565TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,755TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$402,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,086ExcessRevenueOverExpensesAmt
Net Investment Income$13,259NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,167SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$154,375SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$154,375SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$185,761CorporateStockBOYAmt
Corporate Stock EOY$93,296CorporateStockEOYAmt
Corporate Stock EOYFMV$93,296CorporateStockEOYFMVAmt
Corporate Bonds BOY$302,693CorporateBondsBOYAmt
Corporate Bonds EOY$66,811CorporateBondsEOYAmt
Corporate Bonds EOYFMV$66,811CorporateBondsEOYFMVAmt
Other Investments BOY$279,144OtherInvestmentsBOYAmt
Other Investments EOY$347,154OtherInvestmentsEOYAmt
Other Investments EOYFMV$347,154OtherInvestmentsEOYFMVAmt
Total Assets BOY$784,765TotalAssetsBOYAmt
Total Assets EOY$661,636TotalAssetsEOYAmt
Total Assets EOYFMV$661,636TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$784,765NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$661,636NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$784,765TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$661,636TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$784,765TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$661,636TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$784,765TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,086ExcessRevenueOverExpensesAmt
Other Increases-$65,043OtherIncreasesAmt
Subtotal$661,636SubtotalAmt
Tot Net Ast Or Fund Balances EOY$661,636TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$183,327$210,372-$27,045-$27,045
PUBLICLY TRADED SECURITIES$59,902$30,968$28,934$28,934
CAPITAL GAIN DIVIDENDS$1,601P
CAPITAL GAIN DIVIDENDS$1,601P
FieldValueIRS element (for citing)
Capital Gain Net Income$3,490CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$184InvestmentIncomeExciseTaxAmt
Subtotal$184SubtotalAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$8,763EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$8,763TotalPaymentsAndCreditsAmt
Overpayment$8,579OverpaymentAmt
Applied To ES Tax$8,579AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
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 Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4103632300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110227 S DOLFIELD ROADAddressLine1Txt
CityOWINGS MILLSCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21117ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To 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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DONALD H KIRK JR
PO BOX 477Ellicott CityMD21042PRESIDENT & TREASURER5.0$0$0$0
Patricia M Kirk
PO BOX 477Ellicott CityMD21042Vice President & Secretary5.0$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$617,980AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$73,930AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$691,910TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$691,910AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,379CashDeemedCharitableAmt
Net Vl Noncharitable Assets$681,531NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,077MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,077MinimumInvestmentReturnAmt
Tax Based On Investment Income$184TaxBasedOnInvestmentIncomeAmt
Total Tax$184TotalTaxAmt
Distributable Before Adj$33,893DistributableBeforeAdjAmt
Distributable Before Ded$33,893DistributableBeforeDedAmt
Distributable As Adjusted$33,893DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$402,250ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$402,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,893DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr5$475,169ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$353,907ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$306,519ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$293,880ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$310,596ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,740,071TotalExcessDistributionCyovAmt
Qualifying Distributions$402,250QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$33,893AppliedToCurrentYearAmt
Remaining Distri From Corpus$368,357RemainingDistriFromCorpusAmt
Total Corpus$2,108,428TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$475,169ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,633,259ExcessDistriCyovToNextYrAmt
Excess From Year4$353,907ExcessFromYear4Amt
Excess From Year3$306,519ExcessFromYear3Amt
Excess From Year2$293,880ExcessFromYear2Amt
Excess From Year1$310,596ExcessFromYear1Amt
Excess From Current Year$368,357ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDONALD H KIRK JRContributingManagerNm
Contributing ManagerPATRICIA M KIRKContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Boys and Girls Clubs of Metropolitan Baltimore
1201 S Sharp St Suite 302BaltimoreMD21230NONEPCTo provide an experience that assures success is within reach of every young person who enters our doors, with all members on track to graduate from high school with a plan for the future, demonstrating good character and citizenship, and living a healthy lifestyle.$30,000
JOHNS HOPKINS KIMMEL CANCER
401 NORTH BROADWAYBALTIMOREMD21287NONEPCTO PROVIDE SUPPORT FOR THE KIMMEL CANCER CENTER PEDIATRIC ONCOLOGY RESEARCH$100,000
JOHNS HOPKINS UNIVERSITY
401 NORTH BROADWAYBALTIMOREMD21287NONEPCTO PROVIDE SUPPORT TO JOHNS HOPKINS UNIVERSITY RESEARCH$100,000
Ulman Fund
2118 E Madison StreetBaltimoreMD21205NonePCTo enhance LIVES BY SUPPORTING, EDUCATING AND CONNECTING YOUNG ADULTS AND THEIR LOVED ONES AFFECTED BY Cancer$25,000
THE FAMILY TREE INC
2108 N CHARLES STREETBALTIMOREMD21218NONEPCTO STRENGTHEN FAMILIES AND PREVENT CHILD ABUSE AND NEGLECT IN MARYLAND$93,000
Mercy Health Foundation
345 Saint Paul PlaceBaltimoreMD21202NONEPCThe Mercy Health Foundation was established to manage gifts to Mercy and Stella Maris in support of making a positive impact on the lives of our patients, their families and the greater Baltimore community.$5,000
Uempower of Md
760 Ritchie HwySeverna ParkMD21146NoneGeneral Donation$45,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$398,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,524ExclusionAmt
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$955ExclusionAmt
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$15,479ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$15,479TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDonald H Kirk JrContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13745 Dorsey Search CircleAddressLine1Txt
CityEllicott CityCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21042ZIPCd
FieldValueIRS element (for citing)
Total Contributions$350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,250Amt
Disbursements Charitable Prps$4,250DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescOTHER DIFFERENCES/UNREALIZED GAINS/LOSSDesc
Amt-$65,043Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$4,490Amt
Net Investment Income$4,490NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAXES$16,560
FOREIGN TAXES PAID$265$265

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