T B MURPHY FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
T B MURPHY FOUNDATION CHARITABLE TRUST (EIN 38-2531815)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-09-14
IRS object ID
202112579349100311
Schema version
2020v4.0
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)
Return2021-09-14T09:20:36-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381944367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Derderian Kann Seyferth & Salucci PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 West Big Beaver Suite 700AddressLine1Txt
CityTroyCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48084ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382531815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T B MURPHY FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTBMUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141683 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS B MURPHY JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-09-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS B MURPHYPersonFirstNm
Person LastJRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACI REWALT-KOLASA CPAPreparerPersonNm
PTINP00175255PTIN
Phone2486493400PhoneNum

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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,340,846FMVAssetsEOYAmt
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$46InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$46InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$33,342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$48,161GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$8,895CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,799TotalRevAndExpnssAmt
Total Net Invst Incm$42,283TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,000OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$120TaxesRevAndExpnssAmt
Taxes Net Invst Incm$120TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,868OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,868OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,988TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,988TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$56,039ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$56,039ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,027TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,988TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$56,039TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$41,228ExcessRevenueOverExpensesAmt
Net Investment Income$33,295NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$24,002CashBOYAmt
Cash EOY$14,336CashEOYAmt
Cash EOYFMV$14,336CashEOYFMVAmt
Corporate Stock BOY$377,180CorporateStockBOYAmt
Corporate Stock EOY$319,430CorporateStockEOYAmt
Corporate Stock EOYFMV$340,597CorporateStockEOYFMVAmt
Other Investments BOY$677,953OtherInvestmentsBOYAmt
Other Investments EOY$704,141OtherInvestmentsEOYAmt
Other Investments EOYFMV$985,913OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,079,135TotalAssetsBOYAmt
Total Assets EOY$1,037,907TotalAssetsEOYAmt
Total Assets EOYFMV$1,340,846TotalAssetsEOYFMVAmt
Loans From Officers BOY$1,798LoansFromOfficersBOYAmt
Loans From Officers EOY$1,798LoansFromOfficersEOYAmt
Total Liabilities BOY$1,798TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,798TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,077,337RetainedEarningBOYAmt
Retained Earning EOY$1,036,109RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,077,337TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,036,109TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,079,135TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,037,907TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,077,337TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$41,228ExcessRevenueOverExpensesAmt
Subtotal$1,036,109SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,036,109TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICALLY TRADED SECURITIESPropertyDesc
Acquired2005-10-11AcquiredDt
Sold2020-09-30SoldDt
Gross Sales Price$48,161GrossSalesPriceAmt
Cost Or Other Basis$39,266CostOrOtherBasisAmt
Gain Or Loss$8,895GainOrLossAmt
Gains Minus Excess Or Losses$8,895GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$8,895CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$463InvestmentIncomeExciseTaxAmt
Subtotal$463SubtotalAmt
Tax Based On Investment Income$463TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,268EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,268TotalPaymentsAndCreditsAmt
Overpayment$805OverpaymentAmt
Applied To ES Tax$805AppliedToESTaxAmt

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
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 Line1MICHAEL MURPHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2486493400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line141683 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JACQUELYN MURPHY
41683 HEMPSHIRE STREETNOVIMI48375Trustee0.00$0
THOMAS B MURPHY JR
41683 HEMPSHIRE STREETNOVIMI48375Trustee1.00$0
MARK MURPHY
22143 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
MICHAEL MURPHY
22203 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
ROBERT MURPHY
21575 TRENT COURTNOVIMI48375Trustee0.00$0
ELIZABETH ROBERT
21826 PICADILLY CIRCLENOVIMI48375Trustee0.00$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$1,187,848AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$25,115AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,212,963TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,212,963AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,194CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,194,769NetVlNoncharitableAssetsAmt
Minimum Investment Return$59,738MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$59,738MinimumInvestmentReturnAmt
Tax Based On Investment Income$463TaxBasedOnInvestmentIncomeAmt
Total Tax$463TotalTaxAmt
Distributable Before Adj$59,275DistributableBeforeAdjAmt
Distributable Before Ded$59,275DistributableBeforeDedAmt
Distributable As Adjusted$59,275DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$56,039ExpensesAndContributionsAmt
Qualifying Distributions$56,039QualifyingDistributionsAmt
Adjusted Qualifying Distri$56,039AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$59,275DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,825ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$4,825TotalExcessDistributionCyovAmt
Qualifying Distributions$56,039QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$56,039AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$3,236ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$3,236ExcessDistributionCyovAppCYAmt
Total Corpus$1,589TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,589ExcessDistriCyovFromYr5Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MILES CHRISTI
5677 OBERLIN DRSAN DIEGOCA92121NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$10,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$4,000
ROSE HILL FOUNDATION
5130 ROSE HILL BLVDHOLLYMI48442NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$10,000
SALVATION ARMY
1627 W FORT STREETDETROITMI48233NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
MADONNA UNIVERSITY
36600 SCHOOLCRAFT RDLIVONIAMI48150NONENCFOR THE ORGANIZATION TO USE TO BENEFIT THE SCHOLARSHIP FUND.$15,000
ANGELA HOSPICE
14100 NEWBURGH RDLIVONIAMI48154PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
MICHAEL J FOX FOUNDATION
PO BOX 4777NEW YORKNY10163PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$2,500
SOCIETY OF JESUS USA NE PROVINCE
39 E 83RD STREETNEW YORKNY10028NCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
AMERICAN CANCER SOCIETY
20450 CIVIC CENTERSOUTHFIELDMI48076NCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
THE HEAT AND WARMTH FUND THAW
535 GRISWOLD ST 200DETROITMI48226PCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$500
ARCHDIOCESE OF DETROIT
12 STATE STDETROITMI48226NCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,500
CHURCH OF THE HOLY FAMILY
24505 MEADOWBROOK RDNOVIMI48375FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$2,340
DETROIT PUBLIC TV
1 CLOVER CTWIXOMMI48393FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$99
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOORNEW YORKNY10006FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
ETERNAL WORD TELEVISION NETWORK
5817 OLD LEEDS RDBIRMINGHAMAL35210FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
KIVA
875 HOWARD STREET SUITE 340SAN FRANCISCOCA94103FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
OPERATION SMILE
3641 FACLTY BOULEVARDVIRGINIA BEACHVA23453FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
POPE FRANCIS CENTER
438 ST ANTONIEDETROITMI48226FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
FELICIAN SISTERS OF NORTH AMERICA
36800 SCHOOLCRAFT RDLIVONIAMI48150FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
FORGOTTEN HARVEST
21800 GREENFIELDOAK PARKMI48237FOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$56,039TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$46ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$33,342ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion1ExclusionCd
Exclusion-$9,589ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,799ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,799TotalIncomeProducingActyAmt

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Revenue And Expenses Per Books$1,868RevenueAndExpensesPerBooksAmt
Net Investment Income$1,868NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$7,000Amt
Net Investment Income$7,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFORIGN TAXES PAIDCategoryTxt
Amt$120Amt
Net Investment Income$120NetInvestmentIncomeAmt

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