L R BAUMAN FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
L R BAUMAN FOUNDATION INC (EIN 47-1312674)
Tax period
2021-07-01 to 2022-06-30
Filed
2022-10-26
IRS object ID
202222999349100122
Schema version
2021v4.0
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)
Return2022-10-26T09:34:41-07:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223491267PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEAF MIELE MANGANELLI FORTUNATO & ENGELBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471312674EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LR BAUMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLRBABusinessNameControlTxt
Phone9738089500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O LEAF 310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA BAUMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2022-10-26SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICIAPersonFirstNm
Person LastBAUMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLawrence R Leaf CPAPreparerPersonNm
PTINP00028774PTIN
Phone9738089500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$18,903,715FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$347,011InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$347,011InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$507,423DividendsRevAndExpnssAmt
Dividends Net Invst Incm$507,423DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,112,567NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,779,145GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,112,567CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,967,001TotalRevAndExpnssAmt
Total Net Invst Incm$1,967,001TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$364,300CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$182,150CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$182,150CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$25,000PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$12,500PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$12,500PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$468LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$234LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$234LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$11,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$11,400AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$114,938OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$114,938OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$40,228TaxesRevAndExpnssAmt
Taxes Net Invst Incm$10,864TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$10,864TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,032OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,032OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$569,766TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$332,086TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$219,180TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$550,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$550,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,119,766TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$332,086TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$769,180TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$847,235ExcessRevenueOverExpensesAmt
Net Investment Income$1,634,915NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$984,520SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$363,657SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$363,657SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$16,559,891CorporateStockBOYAmt
Corporate Stock EOY$18,027,989CorporateStockEOYAmt
Corporate Stock EOYFMV$18,540,058CorporateStockEOYFMVAmt
Total Assets BOY$17,544,411TotalAssetsBOYAmt
Total Assets EOY$18,391,646TotalAssetsEOYAmt
Total Assets EOYFMV$18,903,715TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$17,544,411RetainedEarningBOYAmt
Retained Earning EOY$18,391,646RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,544,411TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$18,391,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,544,411TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,391,646TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,544,411TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$847,235ExcessRevenueOverExpensesAmt
Subtotal$18,391,646SubtotalAmt
Tot Net Ast Or Fund Balances EOY$18,391,646TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS- PUBLICALLY TRADED SECURITIESP2022-06-302022-06-30$8,778,055$7,666,578$1,111,477$1,111,477
CAPITAL GAIN DISTRIBUTIONS-UBSP2022-06-302022-06-30$1,090$1,090$1,090
FieldValueIRS element (for citing)
Capital Gain Net Income$1,112,567CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,112,567NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$22,725InvestmentIncomeExciseTaxAmt
Subtotal$22,725SubtotalAmt
Tax Based On Investment Income$22,725TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,223EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$25,223TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$36EsPenaltyAmt
Overpayment$2,462OverpaymentAmt
Applied To ES Tax$2,462AppliedToESTaxAmt

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 StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
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 Line1LR BAUMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9738089500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O LEAF 310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
PATRICIA BAUMAN
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004President40.00$200,000$29,625
JOHN LANDRUM BRYANT
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Vice President30.00$117,300$17,375
REV MSGR KEVIN W IRWIN
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Trustee0.00$0
REV WALTER G LEWIS
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Trustee0.00$0
LAWRENCE LEAF
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Trustee0.00$0
MILAD S BADER
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Trustee0.00$0
GERALD TORRES
C/O LEAF 310 PASSAIC AVEFAIRFIELDNJ07004Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UBS FINANCIAL SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11285 AVENUE OF THE AMERICASAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10019ZIPCd
FieldValueIRS element (for citing)
Service TypeINVESTMENT ADVISORYServiceTypeTxt
Compensation$114,938CompensationAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,373,339AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,687AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$20,401,026TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$20,401,026AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$306,015CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,095,011NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,004,751MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,004,751MinimumInvestmentReturnAmt
Tax Based On Investment Income$22,725TaxBasedOnInvestmentIncomeAmt
Total Tax$22,725TotalTaxAmt
Distributable Before Adj$982,026DistributableBeforeAdjAmt
Distributable Before Ded$982,026DistributableBeforeDedAmt
Distributable As Adjusted$982,026DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$769,180ExpensesAndContributionsAmt
Qualifying Distributions$769,180QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$982,026DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$14,251ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$512,697ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$575,838ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$607,524ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$600,177ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,310,487TotalExcessDistributionCyovAmt
Qualifying Distributions$769,180QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$769,180AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$212,846ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$212,846ExcessDistributionCyovAppCYAmt
Total Corpus$2,097,641TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$2,097,641ExcessDistriCyovToNextYrAmt
Excess From Year4$314,102ExcessFromYear4Amt
Excess From Year3$575,838ExcessFromYear3Amt
Excess From Year2$607,524ExcessFromYear2Amt
Excess From Year1$600,177ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE SCHEDULE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O LEAF 310 PASSAIC AVEAddressLine1Txt
CityFAIRFIELDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07004ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipCHARITABLERecipientRelationshipTxt
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$550,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$550,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$347,011ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$507,423ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,112,567ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,967,001ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,967,001TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLEAF MIELE ET AL CPA'SCategoryTxt
Amt$22,800Amt
Net Investment Income$11,400NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$11,400DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationPRIVATE FOUNDATIONS THAT DO NOT SOLICIT DONATIONS FROM THE PUBLIC ARE NOT REQUIRED TO FILE ANNUAL RETURNS OR PROVIDE COPIES OF FORM 990PF TO THE NEW JERSEY ATTORNEY GENERAL.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryKAPLAN LAW GROUPCategoryTxt
Legal Fees$468LegalFeesAmt
Net Investment Income$234NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$234DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSESDesc
Revenue And Expenses Per Books$2,032RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$2,032DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryUBS MANAGEMENT FEESCategoryTxt
Amt$114,938Amt
Net Investment Income$114,938NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL ESTIMATED TAXES PAID FYE 6/30/22$18,500
PAYROLL TAXES$21,728$10,864$10,864

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