BETA

MAY FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
MAY FAMILY FOUNDATION (EIN 26-4308853)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-05
IRS object ID
202100959349101300
Schema version
2020v4.1
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)
Return2021-04-05T11:26:45-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264308853EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The May Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlMAYFBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personmitchell mayPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-03-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstmitchellPersonFirstNm
Person LastmayPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$430,084FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$91InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$91InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,307DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,918DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,436NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$159,236GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,436CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$25,834TotalRevAndExpnssAmt
Total Net Invst Incm$25,445TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,368OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,368OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$144TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$7,537TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,368TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,801ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,801ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$89,338TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,368TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$86,826TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$63,504ExcessRevenueOverExpensesAmt
Net Investment Income$23,077NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$25,852SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,316SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,316SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$116,104USGovernmentObligationsBOYAmt
US Government Obligations EOY$95,768USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$100,606USGovtObligationsEOYFMVAmt
Corporate Stock BOY$249,231CorporateStockBOYAmt
Corporate Stock EOY$216,573CorporateStockEOYAmt
Corporate Stock EOYFMV$304,162CorporateStockEOYFMVAmt
Corporate Bonds BOY$9,974CorporateBondsBOYAmt
Total Assets BOY$401,161TotalAssetsBOYAmt
Total Assets EOY$337,657TotalAssetsEOYAmt
Total Assets EOYFMV$430,084TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$401,161RetainedEarningBOYAmt
Retained Earning EOY$337,657RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$401,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$337,657TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$401,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$337,657TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$401,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$63,504ExcessRevenueOverExpensesAmt
Subtotal$337,657SubtotalAmt
Tot Net Ast Or Fund Balances EOY$337,657TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$159,236GrossSalesPriceAmt
Cost Or Other Basis$140,800CostOrOtherBasisAmt
Gain Or Loss$18,436GainOrLossAmt
Gains Minus Excess Or Losses$18,436GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,436CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$321InvestmentIncomeExciseTaxAmt
Subtotal$321SubtotalAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$321TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonMitchell M MayPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres, Dir, SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$390,855AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$32,446AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$423,301TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$423,301AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$416,951NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,848MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,848MinimumInvestmentReturnAmt
Tax Based On Investment Income$321TaxBasedOnInvestmentIncomeAmt
Total Tax$321TotalTaxAmt
Distributable Before Adj$20,527DistributableBeforeAdjAmt
Distributable Before Ded$20,527DistributableBeforeDedAmt
Distributable As Adjusted$20,527DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$86,826ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$86,826QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$86,826AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,527DistributableAsAdjustedAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr1$5,327ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$5,327TotalExcessDistributionCyovAmt
Qualifying Distributions$86,826QualifyingDistributionsAmt
Applied To Current Year$20,527AppliedToCurrentYearAmt
Remaining Distri From Corpus$66,299RemainingDistriFromCorpusAmt
Total Corpus$71,626TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$71,626ExcessDistriCyovToNextYrAmt
Excess From Year1$5,327ExcessFromYear1Amt
Excess From Current Year$66,299ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMitchell M MayContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COUNTY OF GRAND
125 E CENTER STMOABUT84532N/AGOVFall 2020 Covid-19 Relief Fund$1,000
COUNTY OF GRAND
125 E CENTER STMOABUT84532N/AGOVFamily Support Center - the Christmas Box House FOR cOVID-19 CRISIS RELIEF FUND$250
FOUR CORNERS COMMUNITY BEHAVIORAL HEALTH INC
59 N 200 EMOABUT84532N/APCInteract Clubhouse program COVID-19 crisis relief FUND$2,000
FULL CIRCLE INTERTRIBAL CENTER
PO BOX 1343MOABUT84532N/APCfall COVID-19 Crisis Relief FUND$2,000
FULL CIRCLE INTERTRIBAL CENTER
PO BOX 1343MOABUT84532N/APCfall COVID-19 Crisis Relief FUND$10,000
GRAND COUNTY EDUCATION FOUNDATION
PO BOX 1653MOABUT84532N/APCFall 2020 Covid-19 Relief Fund$10,000
GRAND COUNTY EDUCATION FOUNDATION
PO BOX 1653MOABUT84532N/APCfund For school district to purchase City Market gift cards to distribute to families in need$4,650
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EMOABUT84532N/AGOVBEACON Afterschool Program for COVID-19 crisis relief fund$10,000
GRAND COUNTY PUBLIC SCHOOL
264 S 400 EMOABUT84532N/AGOVGrand Area Mentoring Program COVID-19 crisis relief fund$10,000
MOAB FREE CLINIC
380 N 500 WMOABUT84532N/APCCOVID-19 Crisis relief fund$4,000
MOAB SOLUTIONS INC
602 E CENTER STMOABUT84532N/APCFall 2020 Covid-19 Relief Fund$1,000
MOAB VALLEY MULTICULTURAL CENTER
PO BOX 55MOABUT84532N/APCFall 2020 Covid-19 Relief Fund$10,000
MOAB VALLEY MULTICULTURAL CENTER
PO BOX 55MOABUT84532N/APCFall 2020 Covid-19 Relief Fund$5,000
SEEKHAVEN INC
PO BOX 729MOABUT84532N/APCFall 2020 Covid-19 Relief Fund$5,000
WABISABI INC
160 E 100 SMOABUT84532N/APCGeneral & Unrestricted$1,551
WABISABI INC
160 E 100 SMOABUT84532N/APCCommunity Thanksgiving Dinner fund$3,350
YOUTH GARDEN PROJECT
530 S 400 E STMOABUT84532N/APCCOVID-19 crisis relief fund$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,801TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,307ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,436ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$25,834ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$25,834TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIERA CAPITAL EMERGING MARKETS$15,355$18,201
GRANDEUR PEAK INTL OPPTY INST$17,832$25,432
HENNESSY JAPAN FD INST CL$11,653$16,599
ISHARES CORE MSCI EAFE ETF$48,967$60,246
ISHARES MSCI EMERGING MARKETS$15,153$22,565
ISHARES RUSSELL 2000$9,138$13,449
ISHARES S&P 500 INDEX FD$68,802$112,127
ISHARES TR S & P MIDCAP 400 IN$13,389$18,269
SCHWAB SHORT TERM BOND INDEX F$2,817$2,809
T ROWE PRICE US TREASURY INTER$11,352$11,155
VANGUARD SM-CAP ETF$2,115$3,310

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$95,768StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$100,606StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,000$5,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,368Amt
Net Investment Income$2,368NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2019CategoryTxt
Amt$144Amt

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