BIERMAN FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BIERMAN FAMILY FOUNDATION INC (EIN 39-1673472)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-21
- IRS object ID
- 202232649349100303
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-21T11:59:29-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391132495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUDER WARE LLSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8050 | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544028050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391673472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BIERMAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIER | BusinessNameControlTxt |
| Phone | 7155362461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST PO BOX 375 | AddressLine1Txt |
| City | MERRILL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 544520375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FREDRICK BLIESE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7155362461 | PhoneNum |
| Signature | 2022-09-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FREDRICK | PersonFirstNm |
| Person Last | BLIESE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY M WIEDENMAN | PreparerPersonNm |
| PTIN | P01435112 | PTIN |
| Phone | 7158454336 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $48,118,490 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $761,435 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $761,435 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,174,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,635,716 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,174,021 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,935,456 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,935,456 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,797 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $17,350 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,218 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $369,895 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $368,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $403,260 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $381,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,142,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,142,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,546,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $381,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,142,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,389,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,553,581 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,264 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $311,753 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $311,753 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,941,163 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,554,538 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,539,539 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,202,210 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $11,725,644 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $11,540,311 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,625,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,540,895 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,726,887 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $30,783,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,132,830 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $48,118,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $30,783,245 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,132,830 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,783,245 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,132,830 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,783,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,132,830 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,783,245 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,389,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,800 | OtherIncreasesAmt |
| Subtotal | $33,174,398 | SubtotalAmt |
| Other Decreases | $41,568 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,132,830 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (98 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BROADCOM INC COM | P | 2021-03-05 | 2021-12-10 | $50,007 | $35,550 | $14,457 | $14,457 |
| DOUBLELINE TOTAL RETURN BOND | P | 2021-10-29 | 2021-11-30 | $83,564 | $84,619 | -$1,055 | -$1,055 |
| ISHARES INC MSCI EMERG MRKT | P | 2020-10-26 | 2021-02-17 | $150,005 | $127,536 | $22,469 | $22,469 |
| ISHARES S&P SMALLCAP600 VALUE INDEX FUND | P | 2020-11-19 | 2021-09-02 | $100,268 | $71,964 | $28,304 | $28,304 |
| ORGANON &CO | P | 2021-02-17 | 2021-06-17 | $2,069 | $2,380 | -$311 | -$311 |
| T ROWE PRICE GLOBAL STOCK | P | 2020-12-17 | 2021-06-17 | $245,638 | $206,784 | $38,854 | $38,854 |
| ABBOTT LABORATORIES | P | 2013-10-22 | 2021-02-17 | $100,013 | $30,644 | $69,369 | $69,369 |
| ALPHABET INC CAP STKCL A | P | 2014-04-28 | 2021-01-12 | $99,150 | $29,755 | $69,395 | $69,395 |
| AMERICAN WATER WORKSCOMPANY INC | P | 2012-08-20 | 2021-02-17 | $75,364 | $17,520 | $57,844 | $57,844 |
| AMGEN INC | P | 2016-05-31 | 2021-05-26 | $155,460 | $102,409 | $53,051 | $53,051 |
| APPLE INC | P | 2013-06-04 | 2021-01-04 | $249,600 | $27,236 | $222,364 | $222,364 |
| BERKSHIRE HATHAWAY INC COM | P | 2013-07-01 | 2021-03-05 | $250,703 | $112,650 | $138,053 | $138,053 |
| BRISTOL-MYERS SQUIBBCO | P | 2020-05-29 | 2021-07-08 | $219,849 | $200,015 | $19,834 | $19,834 |
| COLUMBIA CONTRARIAN CORE FUND | P | 2016-08-08 | 2021-09-02 | $150,199 | $90,931 | $59,268 | $59,268 |
| COLUMBIA DIVIDEND INCOME FUND | P | 2019-05-23 | 2021-01-12 | $100,335 | $83,240 | $17,095 | $17,095 |
| DFA US SMALL CAP PORTFOLIO | P | 2012-09-11 | 2021-12-10 | $100,103 | $48,224 | $51,879 | $51,879 |
| DOUBLELINE TOTAL RETURN BOND | P | 2020-10-30 | 2021-11-30 | $302,516 | $321,409 | -$18,893 | -$18,893 |
| INVESCO DEVELOPING MARKETS | P | 2018-12-12 | 2021-10-08 | $401,047 | $280,939 | $120,108 | $120,108 |
| ISHARES TR ISHS 5-10YR INVT | P | 2020-04-07 | 2021-09-02 | $149,860 | $136,255 | $13,605 | $13,605 |
| ISHARES TR MSCI USA MIN VOL | P | 2019-08-27 | 2021-03-05 | $516,540 | $484,466 | $32,074 | $32,074 |
| ISHARES TR MSCI USA QLT FCT | P | 2018-10-16 | 2021-10-08 | $320,244 | $225,222 | $95,022 | $95,022 |
| NESTLE ADR | P | 2012-08-20 | 2021-10-28 | $100,321 | $47,292 | $53,029 | $53,029 |
| ORGANON &CO | P | 2012-08-20 | 2021-06-17 | $7,617 | $7,205 | $412 | $412 |
| PEPSICO INC | P | 2012-08-20 | 2021-10-28 | $49,962 | $22,685 | $27,277 | $27,277 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATSET | P | 2016-10-04 | 2021-01-20 | $150,264 | $99,177 | $51,087 | $51,087 |
| T ROWE PRICE CAPITALAPPRECIATION | P | 2013-07-18 | 2021-04-13 | $398,750 | $290,204 | $108,546 | $108,546 |
| UNION PAC CORP COM | P | 2012-08-20 | 2021-10-28 | $101,033 | $26,990 | $74,043 | $74,043 |
| UNITEDHEALTH GROUP INC | P | 2017-01-24 | 2021-10-28 | $75,292 | $26,537 | $48,755 | $48,755 |
| VANECK VECTORS ETF | P | 2018-03-27 | 2021-05-26 | $136,109 | $135,547 | $562 | $562 |
| EXACT SCIENCES CORP | P | 2020-07-13 | 2021-01-12 | $45,067 | $28,368 | $16,699 | $16,699 |
| FISERV INC | P | 2020-11-10 | 2021-07-15 | $55,152 | $53,925 | $1,227 | $1,227 |
| FISERV INC | P | 2020-05-11 | 2021-07-15 | $38,606 | $40,180 | -$1,574 | -$1,574 |
| ABBOTT LABS | P | 2021-08-09 | 2021-01-12 | $54,634 | $22,560 | $32,074 | $32,074 |
| ABIOMED | P | 2016-05-16 | 2021-01-12 | $32,647 | $26,312 | $6,335 | $6,335 |
| ALPHABET | P | 2019-01-09 | 2021-01-12 | $35,117 | $9,936 | $25,181 | $25,181 |
| APPLE | P | 2012-12-13 | 2021-01-12 | $64,294 | $9,421 | $54,873 | $54,873 |
| DEXCOM | P | 2017-12-14 | 2021-01-12 | $36,285 | $5,836 | $30,449 | $30,449 |
| DISNEY WALT HOLDINGS CO | P | 2016-08-09 | 2021-01-12 | $26,570 | $14,411 | $12,159 | $12,159 |
| DOCUSIGN | P | 2019-05-16 | 2021-01-12 | $51,093 | $10,964 | $40,129 | $40,129 |
| NESTL S A SPONSORED ADR | P | 2012-11-09 | 2021-01-12 | $45,318 | $25,320 | $19,998 | $19,998 |
| PAYPAL HOLDINGS INC | P | 2016-11-04 | 2021-01-12 | $47,266 | $8,271 | $38,995 | $38,995 |
| ABBOTT LABS | P | 2016-08-09 | 2021-02-10 | $31,420 | $11,280 | $20,140 | $20,140 |
| APPLE INC | P | 2012-12-13 | 2021-02-10 | $54,399 | $7,537 | $46,862 | $46,862 |
| CARMAX INC | P | 2019-06-11 | 2021-02-10 | $50,457 | $32,504 | $17,953 | $17,953 |
| LILLY ELI & CO | P | 2017-10-16 | 2021-02-10 | $50,809 | $21,661 | $29,148 | $29,148 |
| PAYPAL HOLDINGS INC | P | 2016-11-04 | 2021-02-10 | $56,907 | $8,271 | $48,636 | $48,636 |
| TRIMBLE INC | P | 2018-07-18 | 2021-02-10 | $37,301 | $17,292 | $20,009 | $20,009 |
| ALPHABET INC | P | 2015-01-09 | 2021-03-09 | $20,649 | $4,968 | $15,681 | $15,681 |
| NESTL S A SPONSORED ADR | P | 2012-11-09 | 2021-03-09 | $43,291 | $25,320 | $17,971 | $17,971 |
| VERIZON COMMUNICATIONS | P | 2019-02-19 | 2021-03-09 | $28,397 | $27,792 | $605 | $605 |
| VERIZON COMMUNICATIONS | P | 2019-06-11 | 2021-03-09 | $56,795 | $56,865 | -$70 | -$70 |
| VERIZON COMMUNICATIONS | P | 2019-11-11 | 2021-03-09 | $28,397 | $29,741 | -$1,344 | -$1,344 |
| ABBOTT LABORATORIES | P | 2016-08-09 | 2021-04-15 | $30,980 | $11,280 | $19,700 | $19,700 |
| HOME DEPOT INC | P | 2019-11-11 | 2021-04-15 | $32,019 | $23,067 | $8,952 | $8,952 |
| MICROSOFT CORP | P | 2017-12-14 | 2021-04-15 | $25,809 | $8,471 | $17,338 | $17,338 |
| NESTL S A SPONSORED ADR | P | 2012-11-09 | 2021-04-15 | $23,335 | $12,660 | $10,675 | $10,675 |
| NESTL S A SPONSORED ADR | P | 2012-09-13 | 2021-04-15 | $5,834 | $3,131 | $2,703 | $2,703 |
| PAYPAL HOLDINGS INC | P | 2016-11-04 | 2021-04-15 | $27,283 | $4,136 | $23,147 | $23,147 |
| GENERAL MLS INC DTD 04/17/18 3.2% | P | 2019-07-12 | 2021-04-16 | $250,000 | $253,833 | -$3,833 | -$3,833 |
| UNITED STATES TREAS NTS DTD 04/30/16 | P | 2016-11-03 | 2021-04-30 | $1,000,000 | $1,009,375 | -$9,375 | -$9,375 |
| UNITED STATES TREAS NTS DTD 04/30/16 1.375% | P | 2016-10-17 | 2021-04-30 | $300,000 | $302,766 | -$2,766 | -$2,766 |
| ABIOMED | P | 2019-05-16 | 2021-05-11 | $34,849 | $32,890 | $1,959 | $1,959 |
| HOME DEPOT INC | P | 2019-05-16 | 2021-05-11 | $32,963 | $19,247 | $13,716 | $13,716 |
| HOME DEPOT INC | P | 2019-11-11 | 2021-05-11 | $16,481 | $11,533 | $4,948 | $4,948 |
| ABBOTT LABORATORIES | P | 2016-08-09 | 2021-06-09 | $54,345 | $22,560 | $31,785 | $31,785 |
| ALIBABA GROUP HOLDING LTD | P | 2019-09-11 | 2021-06-09 | $42,856 | $35,238 | $7,618 | $7,618 |
| EXACT SCIENCES CORP | P | 2020-03-09 | 2021-06-09 | $59,967 | $32,395 | $27,572 | $27,572 |
| MICROSOFT CORP DTD 08/08/16 1.55% | P | 2020-02-25 | 2021-07-08 | $250,000 | $250,713 | -$713 | -$713 |
| FISERV INC | P | 2020-04-14 | 2021-07-15 | $55,152 | $47,920 | $7,232 | $7,232 |
| FISERV INC | P | 2020-08-19 | 2021-07-15 | $165,455 | $159,194 | $6,261 | $6,261 |
| FISERV INC | P | 2020-06-10 | 2021-07-15 | $55,152 | $53,095 | $2,057 | $2,057 |
| ALIBABA GROUP HOLDING LTD | P | 2019-10-18 | 2021-08-16 | $36,730 | $34,408 | $2,322 | $2,322 |
| ALIBABA GROUP HOLDING LTD | P | 2019-09-11 | 2021-08-16 | $146,919 | $140,952 | $5,967 | $5,967 |
| APTARGROUP INC | P | 2012-12-13 | 2021-08-16 | $132,442 | $47,238 | $85,204 | $85,204 |
| APTARGROUP INC | P | 2012-11-09 | 2021-08-16 | $79,465 | $28,928 | $50,537 | $50,537 |
| EXACT SCIENCES CORP | P | 2021-03-09 | 2021-08-16 | $92,713 | $64,790 | $27,923 | $27,923 |
| EXACT SCIENCES CORP | P | 2020-07-13 | 2021-08-16 | $46,357 | $47,280 | -$923 | -$923 |
| BECTON DICKINSON & CO DTD 06/06/17 2.894% | P | 2019-06-11 | 2021-09-13 | $458,649 | $452,561 | $6,088 | $6,088 |
| APPLE | P | 2013-02-14 | 2021-10-14 | $28,680 | $3,362 | $25,318 | $25,318 |
| APPLE | P | 2012-12-13 | 2021-10-14 | $14,340 | $1,884 | $12,456 | $12,456 |
| DEXCOM INC | P | 2017-12-14 | 2021-10-14 | $55,979 | $5,836 | $50,143 | $50,143 |
| MICROSOFT CORP | P | 2017-12-14 | 2021-10-14 | $45,235 | $12,706 | $32,529 | $32,529 |
| XYLEM INC | P | 2013-09-06 | 2021-10-14 | $49,228 | $10,362 | $38,866 | $38,866 |
| IHS MARKIT LTD | P | 2020-06-10 | 2021-10-14 | $30,515 | $18,222 | $12,293 | $12,293 |
| DEXCOM | P | 2017-12-14 | 2021-11-19 | $129,691 | $11,671 | $118,020 | $118,020 |
| MICROSOFT CORP | P | 2017-12-14 | 2021-11-19 | $34,354 | $8,471 | $25,883 | $25,883 |
| ZOETIS INC | P | 2019-02-19 | 2021-11-19 | $45,601 | $19,004 | $26,597 | $26,597 |
| AON PLC | P | 2020-09-09 | 2021-11-19 | $58,796 | $40,548 | $18,248 | $18,248 |
| IHS MARKIT LTD | P | 2020-06-10 | 2021-11-19 | $65,523 | $36,445 | $29,078 | $29,078 |
| HOME DEPOT INC | P | 2019-03-12 | 2021-12-10 | $41,465 | $18,287 | $23,178 | $23,178 |
| HOME DEPOT INC | P | 2019-05-16 | 2021-12-10 | $20,732 | $9,623 | $11,109 | $11,109 |
| LILLY ELI & CO | P | 2017-10-16 | 2021-12-10 | $48,798 | $17,329 | $31,469 | $31,469 |
| NESTL S A SPONSORED ADR | P | 2012-09-13 | 2021-12-10 | $61,114 | $28,179 | $32,935 | $32,935 |
| NIKE INC | P | 2017-04-13 | 2021-12-10 | $42,210 | $13,885 | $28,325 | $28,325 |
| VERIZON COMMUNICATIONS | P | 2019-02-19 | 2021-12-10 | $175,279 | $194,545 | -$19,266 | -$19,266 |
| IHS MARKIT LTD | P | 2019-04-15 | 2021-12-10 | $66,280 | $27,555 | $38,725 | $38,725 |
| WINDSAIL | P | $50,867 | $50,867 | $50,867 | |||
| CAPITAL GAINS DIVIDENDS | P | $282,521 | $282,521 | $282,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,174,021 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,395 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,395 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,395 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $13,235 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $53,235 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,840 | OverpaymentAmt |
| Applied To ES Tax | $3,840 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JAY WIEDENMAN | IndividualWithBooksNm |
| Phone | 7158454336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RUDER WARE LLSC 500 FIRST ST | AddressLine1Txt |
| City | WAUSAU | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54403 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| FREDRICK BLIESE | ||||||||
| 4002 RIVERSIDE DR | WAUSAU | WI | 54403 | DIRECTOR, PRESIDENT, TREAS | 4.00 | $0 | $0 | $0 |
| SALLY BAADE | ||||||||
| PO BOX 351 | MERRILL | WI | 54452 | DIRECTOR, VICE PRESIDENT | 4.00 | $0 | $0 | $0 |
| JAMES HARRINGTON | ||||||||
| C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $2,796 |
| MIKE RAVN | ||||||||
| C/O RUDER WARE LLSC PO BOX 8050 | WAUSAU | WI | 544028050 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,773,140 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,722,396 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $45,495,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $45,495,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $682,433 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $44,813,103 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,240,655 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,240,655 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,395 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,395 | TotalTaxAmt |
| Distributable Before Adj | $2,191,260 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,191,260 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,191,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,142,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,142,843 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,191,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $470,348 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $401,764 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $690,001 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,502,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,064,446 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,142,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,142,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,048,417 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,048,417 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,016,029 | 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 | $3,016,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $513,696 | ExcessFromYear3Amt |
| Excess From Year1 | $2,502,333 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FREDRICK BLIESE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 W TAYLOR ST | AddressLine1Txt |
| City | MERRILL | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54452 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7155362461 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION'S PRINCIPAL PURPOSE IS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES IN THE MERRILL, WISCONSIN AND SURROUNDING AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BELL TOWER | ||||||
| 1500 O DAY ST | MERRILL | WI | 54452 | PC | TO SUPPORT ORGANIZATION'S MISSION OF ASSISTING THE ELDERLY AND INFIRM. | $150,000 |
| LINCOLN CO SHERIFF | ||||||
| 1104 E 1ST ST | MERRILL | WI | 54452 | GOV | TO PROVIDE FUNDS FOR NEW RADIO SYSTEM. | $606,143 |
| MERRILL HOMELESS SHELTER | ||||||
| 407 W MAIN STREET | MERRILL | WI | 54452 | PC | TO SUPPORT ORGANIZATION'S MISSION OF ASSISTING THE HOMELESS. | $75,000 |
| CITY OF MERRILL | ||||||
| 1004 E 1ST ST | MERRILL | WI | 54452 | GOV | TO PROVIDE FUNDS FOR COUNTY FAIRGROUNDS UPDATES. | $20,500 |
| HAVENINC | ||||||
| PO BOX 32 | MERRILL | WI | 54452 | PC | TO SUPPORT THE ORGANIZATION'S MISSION OF STOPPING DOMESTIC VIOLENCE. | $115,000 |
| TOMAHAWK POLICE | ||||||
| 705 N CENTER AVE | MERRILL | WI | 54452 | PC | TO PROVIDE FUNDS FOR THE ACQUISITION OF A POLICE DOG. | $50,000 |
| MERRILL PUBLIC SCHOOLS | ||||||
| 1111 N SALES ST | MERRILL | WI | 54452 | GOV | TO PROVIDE FNDS FOR CHILDRENS' BIKE HELMETS. | $1,200 |
| NTC FOUNDATION | ||||||
| 1000 W CAMPUS DRIVE | WAUSAU | WI | 54401 | PC | TO SUPPORT ORGANIZATION'S PROGRAM TO PROVIDE SCHOLARSHIPS. | $25,000 |
| THREE RIVERS TEMPORARY HOUSING | ||||||
| 328 E WASHINGTON AVE | TOMAHAWK | WI | 54487 | PC | TO PROVIDE SHELTER TO THE HOMELESS. | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,142,843 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $761,435 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,174,021 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,935,456 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,935,456 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY SERVICES - FIXED INCOME | $7,132,373 | $6,950,225 |
| FIDELITY - MUTUAL BOND FUNDS | $4,593,271 | $4,590,086 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDUCIARY SERVICES - EQUITIES | $8,218,636 | $17,003,001 |
| FIDELITY - STOCKS | $2,685,402 | $6,303,290 |
| FIDELITY - MUTUAL STOCK FUNDS | $4,650,500 | $6,233,248 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIDUCIARY SERVICES - MONEY MARKET | AT COST | $1,275,072 | $1,275,072 |
| FIDUCIARY SERVICES - PRIVATE EQUITY | AT COST | $579,652 | $579,652 |
| FIDELITY - MONEY MARKET | AT COST | $737,135 | $737,135 |
| FIDELITY - EQUITY ETPS | AT COST | $1,846,756 | $2,945,809 |
| FIDUCIARY SERVICES - ACCRUED DIVIDENDS | AT COST | $6 | $0 |
| FIDELITY - FIXED INCOME ETPS | AT COST | $886,787 | $913,695 |
| FIDELITY - ACCRUED DIVIDENDS | AT COST | $7,298 | $0 |
| FIDELITY - OTHER ETPS | AT COST | $207,610 | $275,524 |
| FIDUCIARY SERVICES - PURCHASED INTEREST | AT COST | $579 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RUDER WARE | CategoryTxt |
| Legal Fees | $17,350 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES - BOOK | $38,310 |
| FIDELITY BASIS ADJUSTMENTS TO MUTUAL FUNDS. | $3,245 |
| FIDELITY DEEMED DIVIDEND | $13 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIRECTORS' INSURANCE | $1,088 | $0 | $0 |
| POST OFFICE BOX | $150 | $0 | $0 |
| MISC INVESTMENT FEES - FIDELITY | $58 | $58 | $0 |
| MISC INVESTMENT FEES - FIDUCIARY SERVICES | $80 | $80 | $0 |
| INVESTMENT ADVISER FEES - FIDELITY | $172,366 | $172,366 | $0 |
| INVESTMENT ADVISER FEES - FIDUCIARY SERVICES | $196,153 | $196,153 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIDUCIARY SERVICES NON-TAXABLE DIVIDEND DISTRIBUTION | Desc |
| Amt | $1,800 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN - FIDELITY | $4,926 | $4,926 | $0 |
| FOREIGN - FIDUCIARY SERVICES | $8,292 | $8,292 | $0 |
Comments