BETA

WORRALL FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
WORRALL FOUNDATION (EIN 75-2886782)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-02
IRS object ID
202121229349100107
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)
Return2021-05-02T12:18:26-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CW Russell CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14695 N FM 2869AddressLine1Txt
CityWinnsboroCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75494ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752886782EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Worrall FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWORRBusinessNameControlTxt
Phone2148270590PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16704 VelascoAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75214ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJan M WorrallPersonNm
Person TitleManagerPersonTitleTxt
Phone2148270590PhoneNum
Signature2021-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJanPersonFirstNm
Person LastWorrallPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonC W Russell CPAPreparerPersonNm
PTINP00295065PTIN
Phone9036297880PhoneNum
Preparation2021-05-02PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$177,419FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$2,784DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,784DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,784DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$28,877NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$99,117GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,877CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$2,996NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$31,661TotalRevAndExpnssAmt
Total Net Invst Incm$31,661TotalNetInvstIncmAmt
Total Adj Net Incm$5,780TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,100AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,487OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,487OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$2,487OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$4,587TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,587TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,587TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$11,706ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$11,706ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$16,293TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,587TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,587TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$11,706TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$15,368ExcessRevenueOverExpensesAmt
Net Investment Income$27,074NetInvestmentIncomeAmt
Adjusted Net Income$1,193AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,833CashBOYAmt
Cash EOY$6,772CashEOYAmt
Cash EOYFMV$7,405CashEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$101,809CorporateStockBOYAmt
Corporate Stock EOY$119,538CorporateStockEOYAmt
Corporate Stock EOYFMV$170,014CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$110,642TotalAssetsBOYAmt
Total Assets EOY$126,310TotalAssetsEOYAmt
Total Assets EOYFMV$177,419TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$110,642RetainedEarningBOYAmt
Retained Earning EOY$126,310RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$110,642TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$126,310TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$110,642TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$126,310TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$110,642TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$15,368ExcessRevenueOverExpensesAmt
Other Increases$300OtherIncreasesAmt
Subtotal$126,310SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$126,310TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
See Attached PDF Worrall FND G-1P2020-12-012020-12-31$20,437$0$17,441$2,996$0$0$0$2,996
See Attached PDF Worrall FND G-1P2019-06-302020-12-31$78,680$0$50,670$28,010$0$0$0$28,010
Broker DiffP2019-06-302020-12-31$0$0$2,129-$2,129$0$0$0-$2,129
FieldValueIRS element (for citing)
Capital Gain Net Income$28,877CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$2,996NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$376InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$376SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$183EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$183TotalPaymentsAndCreditsAmt
Original Return Tax Paid$183OriginalReturnTaxPaidAmt
Tax Due$193TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
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
Individual With BooksJan WorrallIndividualWithBooksNm
Phone2148270590PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16342 La Vista DrAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75214ZIPCd
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
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Gerald Worrall III
6704 VelascoDallasTX75214Pres./Dir.0.00$0$0$0
Jan M Worrall
6704 VelascoDallasTX75214Treas./Dir.1.00$0$0$0
Norma J Worrall
6704 VelascoDallasTX75214Sec./Dir.0.00$0$0$0
Gerald Worrall II
6704 VelascoDallasTX75214Dir.0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$0MinimumInvestmentReturnAmt
Tax Based On Investment Income$376TaxBasedOnInvestmentIncomeAmt
Total Tax$376TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$11,706ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$11,706QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$11,706AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$15,921ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,638ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,798ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,514ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$13,218ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$69,089TotalExcessDistributionCyovAmt
Qualifying Distributions$11,706QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$11,706RemainingDistriFromCorpusAmt
Total Corpus$80,795TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$15,921ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$64,874ExcessDistriCyovToNextYrAmt
Excess From Year4$12,638ExcessFromYear4Amt
Excess From Year3$11,798ExcessFromYear3Amt
Excess From Year2$15,514ExcessFromYear2Amt
Excess From Year1$13,218ExcessFromYear1Amt
Excess From Current Year$11,706ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNoneContributingManagerNm
Shareholder ManagerNoneShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See Attached PDF-GrantsBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1See Attached PDF-GrantsAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75200ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusN/ARecipientFoundationStatusTxt
Grant Or Contribution PurposeSee Attached PDF-GrantsGrantOrContributionPurposeTxt
Amt$11,706Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$11,706TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,784ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,877ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOther BrokerDesc
Exclusion14ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$31,661ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,661TotalIncomeProducingActyAmt

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)
CategoryC. W. Russell TaxCategoryTxt
Amt$2,100Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetSee Attached PDF Worrall Fnd G-1AssetDesc
How AcquiredPurchasedHowAcquiredTxt
Sold2020-12SoldDt

Purchaser Name PurchaserNameGrp

FieldValueIRS element (for citing)
PersonMorgan StanleyPersonNm
FieldValueIRS element (for citing)
Gross Sales Price$99,117GrossSalesPriceAmt
Basis$68,111BasisAmt
Sales Expense$2,129SalesExpenseAmt
Total Net$28,877TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMSSB-116596StockNm
EOY Book Value$119,538EOYBookValueAmt
EOYFMV$170,014EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBroker 1099 diff in Interest & DividendsDesc
Amt$0Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBroker TransfersDesc
Amt$300Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMSSmith Barney BrokerageCategoryTxt
Amt$2,487Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFITCategoryTxt

Comments

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