HOWARD AND IRENE LEVINE FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
HOWARD AND IRENE LEVINE FAMILY FOUNDATION (EIN 95-4663360)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-08
IRS object ID
202233129349101698
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)
Return2022-11-08T14:01:56-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN320082823PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRIGHTON FINANCIAL NETWORK INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127441 TOURNEY RD 200AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954663360EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD AND IRENE LEVINEBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHOWABusinessNameControlTxt
Phone4155616540PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID LEVINEPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Signature2022-11-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastLEVINEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWalter BeddeoPreparerPersonNm
PTINP00517021PTIN
Phone6612954691PhoneNum

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$22,259,945FMVAssetsEOYAmt
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$24InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$24InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$24InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$442,099DividendsRevAndExpnssAmt
Dividends Net Invst Incm$442,099DividendsNetInvstIncmAmt
Dividends Adj Net Incm$442,099DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$124,712NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$278,860GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$124,712CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$68,712OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$68,712OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$68,712OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$635,547TotalRevAndExpnssAmt
Total Net Invst Incm$635,547TotalNetInvstIncmAmt
Total Adj Net Incm$510,835TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$120,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$18,000CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$102,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$30,000PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$4,500PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$25,500PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,756AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$551AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,205AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$119,419OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$61,208OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$58,211OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$19,215TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$34,167OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,125OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$29,042OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$325,557TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,384TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$216,958TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$555,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$555,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$880,557TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,384TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$771,958TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$245,010ExcessRevenueOverExpensesAmt
Net Investment Income$546,163NetInvestmentIncomeAmt
Adjusted Net Income$510,835AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$958,297SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$804,492SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$804,492SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$7,350,549CorporateStockBOYAmt
Corporate Stock EOY$8,230,406CorporateStockEOYAmt
Corporate Stock EOYFMV$10,929,469CorporateStockEOYFMVAmt
Other Assets BOY$8,766,229OtherAssetsBOYAmt
Other Assets EOY$7,802,982OtherAssetsEOYAmt
Other Assets EOYFMV$10,525,984OtherAssetsEOYFMVAmt
Total Assets BOY$17,075,075TotalAssetsBOYAmt
Total Assets EOY$16,837,880TotalAssetsEOYAmt
Total Assets EOYFMV$22,259,945TotalAssetsEOYFMVAmt
Accounts Payable EOY$15,000AccountsPayableEOYAmt
Grants Payable BOY$65,000GrantsPayableBOYAmt
Total Liabilities BOY$65,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$15,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$17,010,075RetainedEarningBOYAmt
Retained Earning EOY$16,822,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$17,010,075TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$16,822,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$17,075,075TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$16,837,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$17,010,075TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$245,010ExcessRevenueOverExpensesAmt
Other Increases$57,815OtherIncreasesAmt
Subtotal$16,822,880SubtotalAmt
Tot Net Ast Or Fund Balances EOY$16,822,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CHARLES SCHWABP2020-01-012021-12-31$128,860$128,860$128,860
CHARLES SCHWABP2021-11-112021-11-11$150,000-$4,148-$4,148$154,148
FieldValueIRS element (for citing)
Capital Gain Net Income$124,712CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$4,148NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,592InvestmentIncomeExciseTaxAmt
Subtotal$7,592SubtotalAmt
Tax Based On Investment Income$7,592TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$12,169EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$18,169TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$10,577OverpaymentAmt
Applied To ES Tax$10,577AppliedToESTaxAmt

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 StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PACIFIC FOUNDATION SERVICESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4155616540PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11660 BUSH STREET SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
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
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HOWARD LEVINE
1660 BUSH STREET 300SAN FRANCISCOCA94109President0.00$0
IRENE LEVINE
1660 BUSH STREET 300SAN FRANCISCOCA94109Secretary0.00$0
DAVID LEVINE
1660 BUSH STREET 300SAN FRANCISCOCA94109Executive Dir.30.00$120,000
JAY LEVINE
1660 BUSH STREET 300SAN FRANCISCOCA94109Treasurer0.00$0
MARCI DOLLINGER
1660 BUSH STREET 300SAN FRANCISCOCA94109Director0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,750,213AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$249,237AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,742,956FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,742,406TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$21,742,406AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$326,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$21,416,270NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,070,814MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,070,814MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,592TaxBasedOnInvestmentIncomeAmt
Total Tax$7,592TotalTaxAmt
Distributable Before Adj$1,063,222DistributableBeforeAdjAmt
Distributable Before Ded$1,063,222DistributableBeforeDedAmt
Distributable As Adjusted$1,063,222DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$771,958ExpensesAndContributionsAmt
Qualifying Distributions$771,958QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,063,222DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$121,837ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$179,312ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$301,149TotalExcessDistributionCyovAmt
Qualifying Distributions$771,958QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$771,958AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$291,264ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$291,264ExcessDistributionCyovAppCYAmt
Total Corpus$9,885TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,885ExcessDistriCyovToNextYrAmt
Excess From Year3$9,885ExcessFromYear3Amt

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 Line1VARIOUSAddressLine1Txt
CityVARIOUSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94109ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposePLEASE SEE ATTACHED SCHEDULE FOR DETAILGrantOrContributionPurposeTxt
Amt$555,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$555,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$442,099ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,712ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$124,712RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$510,835ExclusionAmt
Related Or Exempt Function Incm$124,712RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$635,547TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$2,756Amt
Net Investment Income$551NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,205DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$7,940,579$7,788,225$10,511,227
PREPAID EXPENSES$650$14,757$14,757

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$16$2$14
MEDICAL PREMIUMS$32,646$4,897$27,749
PAYROLL FEES$855$128$727
WORKERS COMP$650$98$552

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$68,712RevenueAndExpensesPerBooksAmt
Net Investment Income$68,712NetInvestmentIncomeAmt
Adjusted Net Income$68,712AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$57,815Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
AUDIT FEES$7,995$1,599$0$6,396
INVESTMENT ADVISOR FEES$50,171$50,171$0$0
PROFESSIONAL SERVICES$56,253$8,438$0$47,815
TAX PREPARATION AND CONSULTING$5,000$1,000$0$4,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmt
FOREIGN TAX WITHHELD$9,953
PAYROLL TAXES$9,187
REGISTRY OF CHARITABLE TRUSTS$75

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