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ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT AND DAWN ZUILHOF FAMILY FOUNDATION INC (EIN 32-0085103)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-06-16
IRS object ID
202101689349100750
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)
Return2021-06-16T07:52:58-05:00ReturnTs
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)
EIN320085103EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Robert and Dawn Zuilhof FamilyBusinessNameLine1Txt
Business Name Line2Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlROBEBusinessNameControlTxt
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)
Person0PersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2021-06-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAWN DPersonFirstNm
Person LastZUILHOFPersonLastNm
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$2,340,788FMVAssetsEOYAmt
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$222InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$222InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,987DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,987DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$16,357NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$658,386GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,141CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,566TotalRevAndExpnssAmt
Total Net Invst Incm$106,350TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$19,999OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,999OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$881TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,545OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$13,545OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$34,425TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$19,999TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,545TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$90,380ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$90,380ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$124,805TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$19,999TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$82,239ExcessRevenueOverExpensesAmt
Net Investment Income$86,351NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,609SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$92,929SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$92,929SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,017,871CorporateStockBOYAmt
Corporate Stock EOY$1,898,312CorporateStockEOYAmt
Corporate Stock EOYFMV$2,247,859CorporateStockEOYFMVAmt
Total Assets BOY$2,073,480TotalAssetsBOYAmt
Total Assets EOY$1,991,241TotalAssetsEOYAmt
Total Assets EOYFMV$2,340,788TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,073,480RetainedEarningBOYAmt
Retained Earning EOY$1,991,241RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,073,480TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,991,241TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,073,480TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,991,241TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,073,480TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$82,239ExcessRevenueOverExpensesAmt
Subtotal$1,991,241SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,991,241TotNetAstOrFundBalancesEOYAmt

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$658,386GrossSalesPriceAmt
Cost Or Other Basis$578,245CostOrOtherBasisAmt
Gain Or Loss$80,141GainOrLossAmt
Gains Minus Excess Or Losses$80,141GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$80,141CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,200InvestmentIncomeExciseTaxAmt
Subtotal$1,200SubtotalAmt
Tax Based On Investment Income$1,200TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$610ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$1,210TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$10OverpaymentAmt
Applied To ES Tax$10AppliedToESTaxAmt

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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Dawn D Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres, Dir, Sec1.0$0$0$0
Robert Zuilhof
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, VP1.0$0$0$0
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$2,101,521AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,262AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,170,783TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,170,783AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,562CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,138,221NetVlNoncharitableAssetsAmt
Minimum Investment Return$106,911MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$106,911MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,200TaxBasedOnInvestmentIncomeAmt
Total Tax$1,200TotalTaxAmt
Distributable Before Adj$105,711DistributableBeforeAdjAmt
Distributable Before Ded$105,711DistributableBeforeDedAmt
Distributable As Adjusted$105,711DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$103,925QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$103,925AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,711DistributableAsAdjustedAmt
Undistributed Income PY$98,308UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Qualifying Distributions$103,925QualifyingDistributionsAmt
Applied To Year1$98,308AppliedToYear1Amt
Applied To Current Year$5,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$100,094UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDawn D ZuilhofContributingManagerNm
Contributing ManagerRobert ZuilhofContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCGeneral & Unrestricted$2,500
ACH CHILD AND FAMILY SERVICES
3712 WICHITA STFORT WORTHTX76119N/APCCharitable Event$10,000
ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIAT
PO BOX 96011WASHINGTONDC20090N/APC3X Matching Gift Challenge$2,500
ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI
2630 W FREEWAY STE 100FORT WORTHTX76102N/APCGeneral & Unrestricted$2,500
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCCharitable Event$1,880
AZLE CARING CENTER
317 COMMERCE STAZLETX76020N/APCBackpack Program$5,000
BEAUTIFUL FEET CHURCH SBC INC
PO BOX 6212FORT WORTHTX76115N/APCGeneral & Unrestricted$3,500
BRACKENS KITCHEN INC
13941 NAUTILUS DRGARDEN GROVECA92843N/APCGeneral & Unrestricted$5,000
COMMUNITIES IN SCHOOLS OF GREATER TARRANT COUNTY I
5601 BRIDGE ST STE 501FORT WORTHTX76112N/APCAzle ISD program$5,000
GOOD N E W S LIVING AT HOME-BLOCK NURSE PROGRAM
133 E MAIN ST STE BAZLETX76020N/APCGeneral & Unrestricted$7,500
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENATIONAL CITYCA91950N/APCFriends of Puerto Aventuras-Riviera Maya Sub Fund$5,000
MOSES HOUSE MINISTRIES
15180 ANACAPA RDVICTORVILLECA92392N/APCGeneral & Unrestricted$10,000
SAFE HARBOR COUNSELING CENTER
PO BOX 1924WEATHERFORDTX76086N/APCGeneral & Unrestricted$2,500
SAFE HARBOR COUNSELING CENTER
PO BOX 1924WEATHERFORDTX76086N/APCAzle operation$2,500
SAFEHAVEN OF TARRANT COUNTY
1010 N CENTER STARLINGTONTX76011N/APCGeneral & Unrestricted$7,500
SERVOLUTION NETWORK INC
PO BOX 636AZLETX76098N/APCGeneral & Unrestricted$2,500
THE BROOKWOOD COMMUNITY INC
1752 FM 1489BROOKSHIRETX77423N/APCCharitable Event$5,000
THE BROOKWOOD COMMUNITY INC
1752 FM 1489BROOKSHIRETX77423N/APCTeam Z$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$90,380TotalGrantOrContriPdDurYrAmt

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$222ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,987ExclusionAmt
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$16,357ExclusionAmt
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$42,566ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,566TotalIncomeProducingActyAmt

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 (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DFA EMERGING MARKETS CORE EQ P$130,229$154,804
DFA INTERNATIONAL CORE EQUITY$267,220$306,213
DFA INVESTMENT GRADE PORTFOLIO$499,903$500,739
DFA INVT DIMENSIONS GROUP INC$530,697$814,135
DFA ONE-YEAR FIXED INC PORTFOL$470,263$471,968

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$13,520$13,520
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$19,999Amt
Net Investment Income$19,999NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2020$600
990-PF Excise Tax for 2019$281

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