BABCOCK FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BABCOCK FAMILY FOUNDATION (EIN 20-5272437)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-12
IRS object ID
202241329349100344
Schema version
2021v4.1
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)
Return2022-05-12T06:42:06-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251464314PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1OWLETT & LEWIS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 CHARLES ST PO BOX 878AddressLine1Txt
CityWELLSBOROCityNm
State AbbreviationPAStateAbbreviationCd
ZIP16901ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205272437EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Babcock Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBABCBusinessNameControlTxt
Phone8145587061PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 614AddressLine1Txt
CitySherrills FordCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28673ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD E BABCOCK JRPersonNm
Person TitleTrusteePersonTitleTxt
Phone8145587061PhoneNum
Signature2022-04-20SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEDWARDPersonFirstNm
Person LastBABCOCK JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas M Owlett EsquirePreparerPersonNm
PTINP01466288PTIN
Phone5707231470PhoneNum
Preparation2022-05-12PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,883,173FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$86InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$86InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$213,834DividendsRevAndExpnssAmt
Dividends Net Invst Incm$213,834DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$22,469CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$313,920TotalRevAndExpnssAmt
Total Net Invst Incm$236,389TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$2,208LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$2,208LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$4,572TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,572TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$1,261OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,261OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,041TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,833TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,208TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,550ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,550ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$50,591TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,833TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,758TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$263,329ExcessRevenueOverExpensesAmt
Net Investment Income$230,556NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$115,152SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$147,470SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$147,470SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$103,320CorporateStockBOYAmt
Corporate Stock EOY$103,650CorporateStockEOYAmt
Corporate Stock EOYFMV$244,191CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$1,749,080OtherInvestmentsBOYAmt
Other Investments EOY$2,002,229OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,491,512OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,967,552TotalAssetsBOYAmt
Total Assets EOY$2,253,349TotalAssetsEOYAmt
Total Assets EOYFMV$2,883,173TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,967,552CapitalStockBOYAmt
Capital Stock EOY$2,253,349CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,967,552TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,253,349TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,967,552TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,253,349TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,967,552TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$263,329ExcessRevenueOverExpensesAmt
Other Increases$22,468OtherIncreasesAmt
Subtotal$2,253,349SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,253,349TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyEdward JonesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2019-06-20AcquiredDt
Sold2021-12-31SoldDt
Gross Sales Price$50,838GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$28,369CostOrOtherBasisAmt
Gain Or Loss$22,469GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$22,469GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$22,469CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,205InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,205SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,205TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,900EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,900TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,900OriginalReturnTaxPaidAmt
Tax Due$305TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StatePAOrgReportOrRegisterStateCd
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
Individual With BooksEdward E Babcock JrIndividualWithBooksNm
Phone7244136817PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 614AddressLine1Txt
CitySherrills FordCityNm
State AbbreviationNCStateAbbreviationCd
ZIP28673ZIPCd
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

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
Edward E Babcock Jr
269 Blue Bird LanePort MatildaPA16870Trustee1.00$0$0$0
Rosemary Babcock
269 Blue Bird LanePort MatildaPA16870Trustee1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1The Foundation provided grants to charities to further children and youth programs and education, as well as spiritual growth of religious institutions.Description1Txt
Expenses1$42,550Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,482,103AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$115,124AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,597,227TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,597,227AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$38,958CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,558,269NetVlNoncharitableAssetsAmt
Minimum Investment Return$127,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$127,913MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,205TaxBasedOnInvestmentIncomeAmt
Total Tax$3,205TotalTaxAmt
Distributable Before Adj$124,708DistributableBeforeAdjAmt
Distributable Before Ded$124,708DistributableBeforeDedAmt
Distributable As Adjusted$124,708DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,758ExpensesAndContributionsAmt
Qualifying Distributions$44,758QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,708DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$33,161ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$33,161TotalExcessDistributionCyovAmt
Qualifying Distributions$44,758QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,758AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$33,161ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$33,161ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$46,789UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEdward E Babcock JrContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Penn State University
201 Shields BuildingUniversity ParkPA16802SchoolScholarship$2,500
State College Alliance Church
1221 West Whitehall RoadState CollegePA16801501(c)(3)Further programs$32,000
Campus Crusade for Christ International
100 Lake Hart DriveOrlandoFL32832501(c)(3)Further programs$6,800
Nittany Christian School
1221 W Whitehall RoadState CollegePA16801501(c)(3)Futher Programs$0
The Crossing
150 S 48th StreetQuincyIL62305501(c)(3)Wreck the RoofBuilding Campaign$0
Indiana University of PA
1011 South DriveIndianaPA15705PublicScholarships$0
A Womans Concern
423 S Pugh StState CollegePA16801PublicFuther Programs$0
Timothy J Piazza Memorial Foundation
PO Box 104OldwickNJ08858PublicYouth prosthetic devices$0
Saint Joseph's Catholic Academy
901 Boalsburg PikeBoalsburgPA16827PublicFuther Programs$0
Zawadi Fund International
571 Foxwood LanePaoliPA19301PublicFuther Programs$0
Family Guidance
1235 Penn AvenueWyomissingPA19610PublicFuther Programs$0
State College YMCA
67 W Whitehall RdState CollegePA16801501(c)(3)Further Programs$1,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,550TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$213,834ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$213,834ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$213,834TotalIncomeProducingActyAmt

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 (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Little Lion Investment Club$3,650$3,650
Nittany Lion Fund, LLC$100,000$240,541

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemEdward Jones - Mutual Funds (See attached)CategoryOrItemTxt
Book Value$2,002,229BookValueAmt
EOYFMV$2,491,512EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryOWLETT & LEWIS, P.C. 990-PFCategoryTxt
Legal Fees$2,208LegalFeesAmt
Disbursements Charitable Prps$2,208DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Investment Expenses$1,251$1,251
Margin Interest$10$10
Non-Deductible Expenses$0
Postage$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescCapital Gains/(Losses)Desc
Amt$22,468Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Foreign Tax
Excise Tax$4,572$4,572

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