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GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GAYLA S HARRIS & KENNETH M BIELAK CHARITABLE TR (EIN 62-6323993)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-11
IRS object ID
202131359349101053
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)
Return2021-05-11T13:24:41-04:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN611231152PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Rueff and Associates CPAsBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1312 Macon AvenueAddressLine1Txt
CityLouisvilleCityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN626323993EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GAYLA S HARRIS & KENNETH M BIELAKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGAYLBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE STE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonR KEITH CULLINANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5028930300PhoneNum
Signature2021-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstR KEITHPersonFirstNm
Person LastCULLINANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph M BakerPreparerPersonNm
PTINP01061123PTIN
Phone5028962451PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
OOB Security Verification00OOBSecurityVerificationCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$530,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$100,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$8,514DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,514DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,975NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$45,194GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,975CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$111,489TotalRevAndExpnssAmt
Total Net Invst Incm$11,489TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$250AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,670OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,670OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,167TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,167TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,337TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,087TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$107,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$107,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$111,837TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,087TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$107,750TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$348ExcessRevenueOverExpensesAmt
Net Investment Income$7,402NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,597SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,140SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,140SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$271,929CorporateStockBOYAmt
Corporate Stock EOY$258,038CorporateStockEOYAmt
Corporate Stock EOYFMV$511,728CorporateStockEOYFMVAmt
Total Assets BOY$277,526TotalAssetsBOYAmt
Total Assets EOY$277,178TotalAssetsEOYAmt
Total Assets EOYFMV$530,868TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$277,526CapitalStockBOYAmt
Capital Stock EOY$277,178CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$277,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$277,178TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$277,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$277,178TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$277,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$348ExcessRevenueOverExpensesAmt
Subtotal$277,178SubtotalAmt
Tot Net Ast Or Fund Balances EOY$277,178TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmt
SEE SCHEDULEP$2,485-$2,485-$2,485
SEE SCHEDULEP$5,455$5,455$5,455
SEE SCHEDULEP$5$5$5
FieldValueIRS element (for citing)
Capital Gain Net Income$2,975CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,485NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$103SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$850EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$850TotalPaymentsAndCreditsAmt
Overpayment$747OverpaymentAmt
Applied To ES Tax$747AppliedToESTaxAmt

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 StateKYOrgReportOrRegisterStateCd
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
Individual With BooksR KEITH CULLINANIndividualWithBooksNm
Phone5028930300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE SUITE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
R KEITH CULLINAN
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207TRUSTEE2.00$0$0$0
GAYLA S HARRIS
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$0$0$0
KENNETH M BIELAK
295 N HUBBARDS LANE SUITE 203LOUISVILLEKY40207MEMBER ADVISORY COMM2.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NADescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$449,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$74,103AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$523,926TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$523,926AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,859CashDeemedCharitableAmt
Net Vl Noncharitable Assets$516,067NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,803MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,803MinimumInvestmentReturnAmt
Tax Based On Investment Income$103TaxBasedOnInvestmentIncomeAmt
Total Tax$103TotalTaxAmt
Distributable Before Adj$25,700DistributableBeforeAdjAmt
Distributable Before Ded$25,700DistributableBeforeDedAmt
Distributable As Adjusted$25,700DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$107,750ExpensesAndContributionsAmt
Qualifying Distributions$107,750QualifyingDistributionsAmt
Adjusted Qualifying Distri$107,750AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,700DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2$1,764ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,674ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$8,438TotalExcessDistributionCyovAmt
Qualifying Distributions$107,750QualifyingDistributionsAmt
Treated As Distri From Corpus$90,488TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,262AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$8,438ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$8,438ExcessDistributionCyovAppCYAmt
Total Corpus$90,488TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$90,488CorpusDistri170b1EOr4942g3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGAYLA S HARRISContributingManagerNm
Contributing ManagerKENNETH M BIELAKContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
INTERFAITH CLINIC
315 GILL AVEKNOXVILLETN37917PCCHARITABLE$13,000
CHARLOTTESVILLE ALBEMARLE SPCA
3355 STATE RTE 1403CHARLOTTESVILLEVA22901PCCHARITABLE$2,500
YOUNG WILLIAMS ANIMAL CENTER
3201 DIVISION STKNOXVILLETN37919PCCHARITABLE$2,500
UNIVERSITY OF VIRGINIA
400 EMMET STREET SOUTHCHARLOTTESVILLEVA22903PCCHARITABLE$2,500
HELEN ROSS MCNABB CENTER
5310 BALL CAMP PIKEKNOXVILLETN37921PCCHARITABLE$5,000
GEORGE MASON UNIVERSITY SCHOLARS
4400 UNIVERSITY DRIVEFAIRFAXVA22030PCCHARITABLE$2,500
RICE UNIVERSITY SCHOLARSHIPS
6100 MAIN STHOUSTONTX77005PCCHARITABLE$2,500
SAFE HARBOR RICHMOND
PO BOX 17996RICHMONDVA23226PCCHARITABLE$2,000
WESLEY HOUSE
1719 REYNOLDS STREETKNOXVILLETN37921PCCHARITABLE$5,000
SHELTER FOR HELP IN EMERGENCY
PO BOX 1013CHARLOTTESVILLEVA22902PCCHARITABLE$5,000
UNIVERSITY OF TENNESSEE
320 STUDENT SERVICES BLDGKNOXVILLETN37996PCCHARITABLE$9,000
CHARLOTTESVILLE FREE CLINIC
1138 ROSE HILL DRCHARLOTTESVILLEVA22903PCCHARITABLE$5,000
FISH INC
312 WALLER MILL ROADWILLIAMSBURGVA23185PCCHARITABLE$5,000
RYAN WHITE HIV CLINIC
1300 JEFFERSON PARK AVECHARLOTTESVILLEVA22903PCCHARITABLE$15,000
POSITIVE LIVING
4211 NW 41 STREETFORT LAUDERDALEFL33319PCCHARITABLE$10,000
THE LOVE KITCHEN
PO BOX 6839KNOXVILLETN37914PCCHARITABLE$5,000
SECOND HARVEST FOOD BANK
136 HARVEST LANEMARYVILLETN37801PCCHARITABLE$5,000
EMERALD YOUTH FOUNDATION
1014 HEISKELL AVEKNOXVILLETN37921PCCHARITABLE$5,000
BOYS AND GIRLS CLUB OF EAST TN
967 IRWIN STKNOXVILLETN37917PCCHARITABLE$3,000
ISAIAH 117 HOUSE
PO BOX 842ELIZABETHTONTN37644PCCHARITABLE$1,000
USA SKI AND SNOWBOARD MED FUND
1 VICTORY LANE BOX 100PARK CITYUT84060PCCHARITABLE$1,000
USA DEAF SPORTS
4001 BUCKEYSTOWN PIKEBUCKEYSTOWNMD21717PCCHARITABL$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$107,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,514ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,970ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,484ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,484TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTHE CLAUDE AND BETTY HARRIS FOUNDATContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1295 N HUBBARDS LANE SUITE 203AddressLine1Txt
CityLOUISVILLECityNm
State AbbreviationKYStateAbbreviationCd
ZIP40207ZIPCd
FieldValueIRS element (for citing)
Total Contributions$100,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$500Amt
Net Investment Income$250NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

Short ExplanationShortExplanationTxt
R KEITH CULLINAN
NONE
GAYLA S HARRIS
NONE
KENNETH M BIELAK
NONE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULEStockNm
EOY Book Value$258,038EOYBookValueAmt
EOYFMV$511,728EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$2,670Amt
Net Investment Income$2,670NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$1,167Amt
Net Investment Income$1,167NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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