PUBLIX SUPER MARKETS CHARITIES INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PUBLIX SUPER MARKETS CHARITIES INC (EIN 59-6194119)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-28
IRS object ID
202233329349100608
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)
Return2022-11-28T09:15:55-08:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN020587685PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Reilly Fisher & Solomon PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14950 West Kennedy Blvd Suite 610AddressLine1Txt
CityTampaCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33609ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN596194119EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PUBLIX SUPER MARKETS CHARITIES INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPUBLBusinessNameControlTxt
Phone8636868754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13300 PUBLIX CORPORATE PARKWAYAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33811ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTINA JOHNSONPersonNm
Person TitleDirectorPersonTitleTxt
Signature2022-11-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTINAPersonFirstNm
Person LastJOHNSONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonArlin D BeachyPreparerPersonNm
PTINP00341721PTIN
Phone8134910001PhoneNum

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$1,197,068,126FMVAssetsEOYAmt
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$6,082InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$6,082InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,946,164DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,946,164DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$36,362,839NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$104,329,610GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$36,362,839CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,315,085TotalRevAndExpnssAmt
Total Net Invst Incm$58,315,085TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$36,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$6,100CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$29,900CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,423OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,423OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$884,000TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$1,144TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss$24,803OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,390OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$959,370TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,913TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,900TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,224,638ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,224,638ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$43,184,008TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,913TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,254,538TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,131,077ExcessRevenueOverExpensesAmt
Net Investment Income$58,290,172NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$388,314CashBOYAmt
Cash EOY$594,198CashEOYAmt
Cash EOYFMV$594,198CashEOYFMVAmt
Corporate Stock BOY$4,695CorporateStockBOYAmt
Corporate Stock EOY$4,583CorporateStockEOYAmt
Corporate Stock EOYFMV$760,744,269CorporateStockEOYFMVAmt
Other Investments BOY$243,798,652OtherInvestmentsBOYAmt
Other Investments EOY$258,723,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$435,729,659OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$31,634LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$31,634LandBldgEquipAccumDeprecAmt
Total Assets BOY$244,191,661TotalAssetsBOYAmt
Total Assets EOY$259,322,738TotalAssetsEOYAmt
Total Assets EOYFMV$1,197,068,126TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$244,191,661NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$259,322,738NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$244,191,661TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$259,322,738TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$244,191,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$259,322,738TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$244,191,661TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,131,077ExcessRevenueOverExpensesAmt
Subtotal$259,322,738SubtotalAmt
Tot Net Ast Or Fund Balances EOY$259,322,738TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
281,000 Shares PUBLIX STOCKD2000-12-312021-03-06$16,916,200$112$16,916,088$16,916,088
VARIOUS INVESTMENTS LT - SEE ATTACHEDP2010-01-012021-12-31$85,855,852$66,574,761$19,281,091$19,281,091
VARIOUS INVESTMENTS ST - SEE ATTACHEDP2021-01-012021-12-31$1,554,924$1,391,898$163,026$163,026
#REORG/ FIFTH ST NAME CHANGE OAKTREEP2010-01-012021-05-20$179$179$179
BANCORP INC DEL COM STKP2021-01-012021-02-08$127$127$127
U.S CL ACTIONS (DELISTED/VAR CUSIPS)P2021-01-012021-11-03$1,690$1,690$1,690
ADR ALIBABA GRP HLDG LTD SPON ADS EP2021-01-012021-06-24$638$638$638
FieldValueIRS element (for citing)
Capital Gain Net Income$36,362,839CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$810,233InvestmentIncomeExciseTaxAmt
Subtotal$810,233SubtotalAmt
Tax Based On Investment Income$810,233TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$891,370EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$891,370TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$81,137OverpaymentAmt
Applied To ES Tax$81,137AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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 Addresswww.publixcharities.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1TINA JOHNSONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8636165771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13300 PUBLIX CORP PARKWAYAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33811ZIPCd
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 HoldingsYes (true)BusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
HOYT BARNETT
3300 PUBLIX CORPORATE PARKWAYLAKELANDFL33811CHAIRMAN/CEO-PT2.00$5,500
NICHOLAS BARNETT
3300 PUBLIX CORPORATE PARKWAYLAKELANDFL33811VP/DIRECTOR-PT1.00$5,500
TINA JOHNSON
3300 PUBLIX CORPORATE PARKWAYTAMPAFL33811TREASURER - PT1.00$8,000
JOHN ATTAWAY
3300 PUBLIX CORPORATE PARKWAYLAKELANDFL33811SECRETARY - PT1.00$5,500
SHARON MILLER
3300 PUBLIX CORPORATE PARKWAYLAKELANDFL33811Director - PT1.00$5,500
KELLY WILLIAMS-PUCCIO
3300 PUBLIX CORPORATE PARKWAYLAKELANDFL33811Director - PT1.00$6,000
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$1,110,261,781AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,780,964AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,119,042,745TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,119,042,745AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,785,641CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,102,257,104NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,112,855MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,112,855MinimumInvestmentReturnAmt
Tax Based On Investment Income$810,233TaxBasedOnInvestmentIncomeAmt
Total Tax$810,233TotalTaxAmt
Distributable Before Adj$54,302,622DistributableBeforeAdjAmt
Distributable Before Ded$54,302,622DistributableBeforeDedAmt
Distributable As Adjusted$54,302,622DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,254,538ExpensesAndContributionsAmt
Qualifying Distributions$42,254,538QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,302,622DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$1,024,497ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$6,431,647ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,977,707ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$12,433,851TotalExcessDistributionCyovAmt
Qualifying Distributions$42,254,538QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,254,538AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$12,048,084ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,048,084ExcessDistributionCyovAppCYAmt
Total Corpus$385,767TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$385,767ExcessDistriCyovToNextYrAmt
Excess From Year2$385,767ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonKELLY WILLIAMS-PUCCIO EXECUTIVE DIRRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 407AddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP338020407ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8636868754RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS SHOULD BE SUBMITTED ONLINE AT PUBLIXCHARITIES.ORG AND INCLUDE THE FOLLOWING: INFORMATION ON THE ORGANIZATION, A COPY OF THE 501(c)(3) DETERMINATION LETTER ISSUED BY THE INTERNAL REVENUE SERVICE, A BRIEF BUDGET, AND A LIST OF THE ORGANIZATION'S BOARD OF DIRECTORS. IF THE APPLICANT IS WORKING ON A PARTICULAR PROJECT, THE APPLICANT SHOULD PROVIDE THE TOTAL COST OF THE PROJECT, THE TOTAL AMOUNT OF MONEY PLEDGED TOWARD THE PROJECT, THE AMOUNT REQUESTED, AND WHAT SUPPORT THE APPLICANT HAS RECEIVED FROM OTHER ORGANIZATIONS WITHIN ITS COMMUNITY. THE APPLICANT SHOULD ALSO INCLUDE WHETHER ANY DEADLINES ARE APPLICABLE.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonSEE STATEMENT - VARIOUSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13300 PUBLIX CORPORATE PARKWAYAddressLine1Txt
CityLAKELANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33811ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeVARIOUSGrantOrContributionPurposeTxt
Amt$42,224,638Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,224,638TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,082ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,946,164ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$36,362,839ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$58,315,085ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,315,085TotalIncomeProducingActyAmt

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

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemMiscellaneousCategoryOrItemTxt
Cost Or Other Basis$31,634CostOrOtherBasisAmt
Accumulated Depreciation$31,634AccumulatedDepreciationAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK SERVICE CHARGES$5,390$5,390
MISCELLANEOUS EXPENSE$8,022
Non-Employee Compensation$3,300
OTHER EXPENSES$8,091

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
LEGAL AND ACCOUNTING FEES$4,500$4,500$0$0
MANAGEMENT FEES$8,923$8,923$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$884,000Amt

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