BRANDON FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: BRANDON FAMILY FOUNDATION (EIN 34-1786777)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-09
IRS object ID: 202223159349101612
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 Stock Schedule
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-09T04:02:50-00:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	340082025	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Baker & Hostetler LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	127 Public Square Suite 2000	AddressLine1Txt
City	Cleveland	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	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	341786777	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Brandon Family Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRAN	BusinessNameControlTxt
Phone	2168617894	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	c/o CJDAmbrosia 127 Public Square S	AddressLine1Txt
City	Cleveland	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	44114	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Edward M Brandon	PersonNm
Person Title	Treasurer	PersonTitleTxt
Phone	2168617894	PhoneNum
Signature	2022-11-09	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	Edward	PersonFirstNm
Person Last	Brandon	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kevin G Robertson	PreparerPersonNm
PTIN	P01479085	PTIN
Phone	2166210200	PhoneNum
Preparation	2022-11-09	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	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	$456,495	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Dividends Rev And Expnss	$79,792	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$79,792	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$26,416	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$50,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$26,416	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$106,208	TotalRevAndExpnssAmt
Total Net Invst Incm	$106,208	TotalNetInvstIncmAmt
Legal Fees Rev And Expnss	$4,009	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$4,009	LegalFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$211	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$111	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$100	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,220	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$111	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$4,109	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$38,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$38,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$42,220	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$111	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$42,109	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$63,988	ExcessRevenueOverExpensesAmt
Net Investment Income	$106,097	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$3,745	CashBOYAmt
Cash EOY	$11,525	CashEOYAmt
Cash EOYFMV	$11,525	CashEOYFMVAmt
Corporate Stock BOY	$228,119	CorporateStockBOYAmt
Corporate Stock EOY	$284,327	CorporateStockEOYAmt
Corporate Stock EOYFMV	$444,970	CorporateStockEOYFMVAmt
Total Assets BOY	$231,864	TotalAssetsBOYAmt
Total Assets EOY	$295,852	TotalAssetsEOYAmt
Total Assets EOYFMV	$456,495	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$231,864	CapitalStockBOYAmt
Capital Stock EOY	$295,852	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$231,864	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$295,852	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$231,864	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$295,852	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$231,864	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$63,988	ExcessRevenueOverExpensesAmt
Subtotal	$295,852	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$295,852	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Field	Value	IRS element (for citing)
Property	Publicly Traded Securities	PropertyDesc
Gross Sales Price	$50,000	GrossSalesPriceAmt
Cost Or Other Basis	$23,584	CostOrOtherBasisAmt
Gain Or Loss	$26,416	GainOrLossAmt
Gains Minus Excess Or Losses	$26,416	GainsMinusExcessOrLossesAmt

Field	Value	IRS element (for citing)
Capital Gain Net Income	$26,416	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,475	InvestmentIncomeExciseTaxAmt
Subtotal	$1,475	SubtotalAmt
Tax Based On Investment Income	$1,475	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$38	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$2,000	ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits	$2,038	TotalPaymentsAndCreditsAmt
Original Return Tax Paid	$2,038	OriginalReturnTaxPaidAmt
Overpayment	$563	OverpaymentAmt
Applied To ES Tax	$563	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Individual With Books	Edward M Brandon	IndividualWithBooksNm
Phone	2168617894	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	127 Public Square Suite 2000	AddressLine1Txt
City	Cleveland	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	441141214	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Edward B Brandon
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee, President	001.00	$0
Beth Brandon Webster
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee	001.00	$0
William M Brandon
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee	001.00	$0
Robert P Brandon
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee	001.00	$0
Beverly A Marzullo
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee	001.00	$0
Edward M Brandon
127 Public Square Suite 2000	Cleveland	OH	44114	Trustee, Secretary/Treasurer	001.00	$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$412,789	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,978	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$423,767	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$423,767	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,357	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$417,410	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$20,871	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$20,871	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,475	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,475	TotalTaxAmt
Distributable Before Adj	$19,396	DistributableBeforeAdjAmt
Distributable Before Ded	$19,396	DistributableBeforeDedAmt
Distributable As Adjusted	$19,396	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$42,109	ExpensesAndContributionsAmt
Qualifying Distributions	$42,109	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$19,396	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$48,087	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$19,383	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$17,982	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$25,268	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$25,898	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$136,618	TotalExcessDistributionCyovAmt
Qualifying Distributions	$42,109	QualifyingDistributionsAmt
Applied To Current Year	$19,396	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$22,713	RemainingDistriFromCorpusAmt
Total Corpus	$159,331	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$48,087	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$111,244	ExcessDistriCyovToNextYrAmt
Excess From Year4	$19,383	ExcessFromYear4Amt
Excess From Year3	$17,982	ExcessFromYear3Amt
Excess From Year2	$25,268	ExcessFromYear2Amt
Excess From Year1	$25,898	ExcessFromYear1Amt
Excess From Current Year	$22,713	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Church of the Saviour
2537 Lee Road	Cleveland Heights	OH	44118	PC	General support of the organization	$4,000
Cleveland Foundation
1422 Euclid Ave	Cleveland	OH	44115	PC	General support of the organization	$2,500
Hospice of the Western Reserve
17876 St Clair Ave	Cleveland	OH	44110	PC	General support of the organization	$1,000
Lake View Cemetery Foundation
12316 Euclid Ave	Cleveland	OH	44106	PC	General support of the organization	$2,000
Maltz Museum of Jewish Heritage
2929 Richmond Road	Beachwood	OH	44122	PC	General support of the organization	$2,000
Northwestern University
633 Clark Street	Evanston	IL	60208	PC	General support of the organization	$2,000
Springboard
PO Box 69956	Tucson	AZ	85737	PC	General support of the organization	$1,500
Stella Maris
1320 Washington Ave	Cleveland	OH	44113	PC	General support of the organization	$17,000
The Culver Educational Foundation
1300 Academy Road	Culver	IN	46511	PC	General support of the organization	$2,000
The Gathering Place
23300 Commerce Park	Beachwood	OH	44122	PC	General support of the organization	$1,000
United Way of Greater Cleveland
1331 Euclid Ave	Cleveland	OH	44115	PC	General support of the organization	$2,000
Western Reserve Land Conservancy
3850 Chagrin River Road	Moreland Hills	OH	44022	PC	General support of the organization	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$38,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$79,792	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$26,416	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$106,208	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$106,208	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	15701 shares of PNC Multi-Factor Lrg Cap Growth	StockNm
EOY Book Value	$284,327	EOYBookValueAmt
EOYFMV	$444,970	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	BakerHostetler	CategoryTxt
Legal Fees	$4,009	LegalFeesAmt
Disbursements Charitable Prps	$4,009	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank service fees	$111	$111
Ohio filing fee	$100		$100

BRANDON FAMILY FOUNDATION: Form 990PF, tax year 2021

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

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