THE LONG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE LONG FOUNDATION (EIN 74-2916682)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-06-25
- IRS object ID
- 202131769349100303
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-06-25T13:46:32-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W 6TH STREET STE 1900 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742916682 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LONG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LONG | BusinessNameControlTxt |
| Phone | 5124794080 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH 35 SUITE 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOE R LONG | PersonNm |
| Person Title | PRESIDENT, DIRECTOR | PersonTitleTxt |
| Phone | 5124794080 | PhoneNum |
| Signature | 2021-06-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOE | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | IRA GERSTEIN | PreparerPersonNm |
| PTIN | P00892596 | PTIN |
| Phone | 5124796000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,539,495 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $168,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,269,190 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,878 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,323 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,323 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $278,887 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,887 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $84,432 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,665 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $71,767 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,445 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,567 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,878 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,759 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,759 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,855 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,176 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,679 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $129 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $129 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,156 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,991 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $11,594 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,739 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $9,855 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,524 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $695 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $188,906 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $68,127 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $110,258 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,906 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $68,127 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$170,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $210,760 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $349,207 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,102,661 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,102,661 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $35,735 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,207 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $24,023 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,418,107 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,909,287 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,062,873 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,308,373 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $906,248 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $927,718 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $158,460 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $158,460 | LandBOYAmt |
| Land EOY | $158,460 | LandEOYAmt |
| Land EOYFMV | $422,220 | LandEOYFMVAmt |
| Total Assets BOY | $7,269,882 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,099,863 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,539,495 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,269,882 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,099,863 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,269,882 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,099,863 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,269,882 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,099,863 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,269,882 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$170,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,099,863 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,099,863 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY-TRADED SECURITIES | $4,268,766 | $4,163,312 | $105,454 | $105,454 | |
| CAPITAL GAINS DIVIDENDS | $424 | $424 | $424 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,878 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,470 | OverpaymentAmt |
| Applied To ES Tax | $3,470 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | TX | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE LONG FOUNDATION | IndividualWithBooksNm |
| Phone | 5124794080 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH-35 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOE R LONG | ||||||||
| 40 N IH-35 7C2 | AUSTIN | TX | 78701 | PRESIDENT, DIRECTOR | 5.00 | $0 | $0 | $0 |
| TERESA L LONG | ||||||||
| 40 N IH-35 7C2 | AUSTIN | TX | 78701 | VICE-PRESIDENT, DIRECTOR | 1.00 | $0 | $0 | $0 |
| KALLY A LONG | ||||||||
| 40 N IH-35 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RUBY LONG | ||||||||
| 40 N IH-35 7C2 | AUSTIN | TX | 78701 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MITCHELL A LONG | ||||||||
| 40 N IH-35 7C2 | AUSTIN | TX | 78701 | SEC./TREAS. EXEC DIRECTOR | 40.00 | $84,432 | $3,958 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,594,672 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,861,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $63,333 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,519,842 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,519,842 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,798 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,392,044 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $419,602 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $419,602 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,930 | TotalTaxAmt |
| Distributable Before Adj | $416,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $416,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $416,672 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $416,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $365,148 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $365,148 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,110 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $411,562 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOE R LONG | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MITCHELL LONG EXECUTIVE DIRECTOR CO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 N IH-35 7C2 | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5124794080 | RecipientPhoneNum |
| Form And Info And Materials | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE ORGANIZATION'S WEBSITE: WWW.LONGFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AUSTIN CLASSICAL GUITAR | ||||||||
| PO BOX 4072 | AUSTIN | TX | 787654072 | N/A | PC | AUSTIN AREA SCHOOL-BASED GUITAR PROGRAM | $15,000 | |
| AUSTIN PARTNERS IN EDUCATION | ||||||||
| PO BOX 6118 | AUSTIN | TX | 78762 | N/A | PC | GRANT SUPPORTING MATH CLASSROOM COACHING PROGRAM | $5,000 | |
| AVANCE-AUSTIN | ||||||||
| PO BOX 19105 | AUSTIN | TX | 787609105 | N/A | PC | PARENT-CHILD PROGRAM | $20,000 | |
| BOOKSPRING | ||||||||
| 2006 GREENBROOK PARKWAY | AUSTIN | TX | 78723 | N/A | PC | GENERAL SUPPORT GRANT | $5,000 | |
| BREAKTHROUGH AUSTIN | ||||||||
| 1050 EAST 11TH STREET SUITE 350 | AUSTIN | TX | 78702 | N/A | PC | SUMMER PROGRAMS | $10,000 | |
| CAPITAL IDEA | ||||||||
| PO BOX 1784 | AUSTIN | TX | 78767 | N/A | PC | SUPPORT OF 2-YEAR DEGREE PROGRAM | $10,000 | |
| CASA OF TRAVIS COUNTY INC | ||||||||
| 7600 CHEVY CHASE DRIVE STE 200 | AUSTIN | TX | 78752 | N/A | PC | SPANISH-SPEAKING VOLUNTEER ADVOCATES | $15,000 | |
| CENTER FOR CHILD PROTECTION | ||||||||
| 8509 FM 969 BUILDING 2 | AUSTIN | TX | 78724 | N/A | PC | FAMILY ADVOCATE PROGRAM | $10,000 | |
| CODE2COLLEGE | ||||||||
| 19112 LEIGH LANE | PFLUGERVILLE | TX | 78660 | N/A | PC | HIGH SCHOOL EDUCATIONAL AND INTERNSHIP PROGRAMS | $10,000 | |
| COLLEGE FORWARD | ||||||||
| PO BOX 142308 | AUSTIN | TX | 78714 | N/A | PC | GRANT SUPPORTING AUSTIN AREA PROGRAM | $10,000 | |
| CON MI MADRE | ||||||||
| 4175 FREIDRICH LANE SUITE 200 | AUSTIN | TX | 787441017 | N/A | PC | GENERAL SUPPORT | $13,000 | |
| E3 ALLIANCE | ||||||||
| 5930 MIDDLE FISKVILLE ROAD SUITE | AUSTIN | TX | 78752 | N/A | PC | EMERGENCY BRIDGE FUNDING PROGRAM | $10,000 | 507 |
| FOUNDATION COMMUNITIES | ||||||||
| 3036 SOUTH 1ST STREET | AUSTIN | TX | 78704 | N/A | PC | COLLEGE HUB PROGRAM | $10,000 | |
| GIRL EMPOWERMENT NETWORK (GEN) | ||||||||
| PO BOX 3122 | AUSTIN | TX | 78764 | N/A | PC | GIRL CONNECT PROGRAM AT SELECTED AREA SCHOOLS | $10,000 | |
| PELOTONU | ||||||||
| 500 E ST JOHNS AVE SUITE 1460 | AUSTIN | TX | 78752 | N/A | PC | GRANT SUPPORTING ON-LINE COLLEGE DEGREE PROGRAM | $15,000 | |
| SAFE ALLIANCE | ||||||||
| PO BOX 19454 | AUSTIN | TX | 78760 | N/A | PC | SUMMER EDUCATION PROGRAM | $12,000 | |
| SUSTAINABLE FOOD CENTER | ||||||||
| 2921 E 17TH STREET BLDG C | AUSTIN | TX | 78702 | N/A | PC | SUPPORT OF BILINGUAL SPANISH LANGUAGE PROGRAM | $5,000 | |
| TODOS JUNTOS LEARNING CENTER | ||||||||
| PO BOX 41213 | AUSTIN | TX | 78704 | N/A | PC | EARLY CHILDHOOD EDUCATION PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO LITERACY FIRST | ||||||||
| PO BOX 250 | AUSTIN | TX | 787670250 | N/A | PC | SUPPORTING READING PROGRAM | $15,000 | |
| UNIVERSITY OF TEXAS FOUNDATION FBO UTEACH | ||||||||
| PO BOX 250 | AUSTIN | TX | 787670250 | N/A | PC | UTEACH INTERNSHIP PROGRAM | $10,000 | |
| UNIVERSITY OF TEXAS HEALTH CENTER SAN ANTONIO | ||||||||
| 7703 FLOYD CURL DRIVE MAIL CODE | SAN ANTONIO | TX | 782293016 | N/A | PC | GRANT IN SUPPORT OF THE BUILDING AND FURNISHING OF ITS NEW MULTI-SPECIALTY RESEARCH HOSPITAL | $20,000 | 7835 |
| UNIVERSITY OF TEXAS-RIO GRANDE VALLEY | ||||||||
| 1201 W UNIVERSITY DRIVE ITT 1210 | EDINBURG | TX | 78539 | N/A | GOV | MEDICAL SCHOOL SCHOLARSHIPS | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,878 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $4,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,887 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,887 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SBA 5219 83 ABS 2013 | $60,983 | $57,189 |
| JP MORGAN CHASE & CO SER MTN | $148,950 | $150,765 |
| CULLEN/FROST BANKERS INC | $150,000 | $155,100 |
| FHLMC CMO 2013 4153 YD 02.000% | $147,815 | $161,792 |
| HSBC USA INC. SER MTN | $198,600 | $200,346 |
| WACHOVIA CAP TRUST III VAR% PERPETUAL | $199,900 | $202,526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (121 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PIONEER NATURAL RES CO | $1,958 | $2,733 |
| CONOCOPHILLIPS | $4,589 | $4,559 |
| TRAVELERS COS INC | $6,315 | $6,597 |
| BOSTON SCIENTIFIC CORP | $5,883 | $6,831 |
| NXP SEMICONDUCTORS N.V. | $5,817 | $6,837 |
| DANAHER CORP DEL COM | $4,679 | $7,331 |
| MCKESSON CORPORATION COM | $6,505 | $7,479 |
| US BANCORP | $10,147 | $7,967 |
| KIMBERLY CLARK | $8,834 | $8,764 |
| PNC FINCL SERVICES GROUP | $9,236 | $9,089 |
| NASDAQ OMX GRP INC | $7,329 | $9,292 |
| FISERV INC WISC PV 1CT | $9,576 | $9,564 |
| STANLEY BLACK & DECKER INC | $8,639 | $9,999 |
| GOLDMAN SACHS GROUP INC | $8,250 | $10,021 |
| THERMO FISHER SCIENTIFIC | $9,116 | $11,179 |
| NORTHROP GRUMMAN CORP | $13,081 | $11,580 |
| PPG INDUSTRIES INC SHS | $10,700 | $12,259 |
| ILLINOIS TOOL WORKS INC | $10,523 | $12,437 |
| EATON CORP PLC | $9,334 | $12,495 |
| DUKE ENERGY CORP | $12,617 | $13,276 |
| DUKE REALTY CORP | $12,942 | $13,389 |
| CME GROUP INC | $13,929 | $14,199 |
| AUTOMATIC DATA PROC | $4,583 | $14,448 |
| AON PLC | $13,948 | $14,789 |
| SOUTHERN COMPANY | $16,197 | $16,340 |
| CITIGROUP INC COM NEW | $20,042 | $16,710 |
| PACKAGING CORP AMERICA | $14,903 | $16,826 |
| PHILLIPS 66 SHS | $25,503 | $16,996 |
| CIGNA COPR REG SHS | $16,589 | $17,279 |
| YUM CHINA HOLDINGS INC | $6,923 | $18,611 |
| NOVO NORDISK A S ADR | $10,134 | $18,650 |
| FRANKLIN RES INC | $26,240 | $20,416 |
| INTL FLAVORS&FRAGRNC | $26,085 | $21,006 |
| WEC ENERGY GROUP INC SHS | $16,851 | $22,455 |
| MONDELEZ INTERNATIONAL INC | $17,159 | $22,511 |
| CYRUSONE INC | $19,859 | $22,897 |
| SCHLUMBERGER TLD | $49,924 | $22,989 |
| SCHWAB CHARLES CORP NEW | $20,953 | $23,178 |
| AT&T INC | $27,249 | $23,182 |
| ANTHEM INC | $23,035 | $25,687 |
| YUM BRANDS INC | $12,393 | $26,489 |
| INTUITIVE SURGICAL INC | $16,971 | $26,998 |
| MOTOROLA SOLUTIONS INC | $23,112 | $27,379 |
| MCDONALDS CORP COM | $23,401 | $27,681 |
| COCA COLA | $23,794 | $28,891 |
| ABBVIE INC SHS | $23,142 | $29,145 |
| WORKDAY INC CL A | $16,526 | $29,470 |
| SEI INVT CO PA PV $0.01 | $14,934 | $29,597 |
| MARSH & MCLENNAN COS INC | $23,173 | $30,420 |
| LINDE PLC REG SHS | $20,494 | $30,568 |
| FACTSET RESH SYS INC | $9,190 | $30,590 |
| AMER EXPRESS COMPANY | $29,653 | $30,833 |
| PEPSICO INC | $26,863 | $32,627 |
| CERNER CORP | $23,749 | $33,198 |
| NEXTERA ENERGY INC SHS | $18,783 | $33,329 |
| CINN FINCL CRP OHIO | $15,569 | $33,812 |
| LOCKHEED MARTIN CORP | $33,669 | $34,434 |
| CHUBB LTD | $33,241 | $36,016 |
| TRANE TECHNOLOGIES PLC | $20,898 | $36,871 |
| ALTRIA GROUP INC | $53,114 | $40,345 |
| MEDTRONIC PLC SHS | $35,127 | $40,764 |
| UNITEDHEALTH GROUP INC | $28,324 | $41,730 |
| FIDELITY NATL INFO SVCS INC | $32,207 | $41,731 |
| UNION PACIFIC CORP | $31,200 | $42,060 |
| HONEYWELL INTL INC DEL | $33,599 | $43,392 |
| ILLUMINA INC | $34,857 | $44,400 |
| PAYCHEX INC | $16,299 | $46,683 |
| EXPEDITORS INTL WASH INC | $19,211 | $47,841 |
| FASTENAL COMPANY | $27,746 | $47,853 |
| PFIZER INC | $30,985 | $48,369 |
| JPMORGAN CHASE & CO | $47,832 | $50,446 |
| VERIZON COMMUNICATNS | $35,540 | $51,407 |
| REGENERON PHARMACTCLS | $37,616 | $52,658 |
| COLGATE PALMOLIVE | $42,699 | $52,847 |
| ACCENTURE PLC SHS | $35,132 | $53,288 |
| STARBUCKS CORP | $32,641 | $53,811 |
| INTEL CORP | $27,635 | $54,055 |
| DOMINION ENERGY INC | $50,609 | $54,314 |
| AIR PRODUCTS&CHEM | $50,648 | $54,644 |
| NINTENDO LTD ADR | $48,445 | $55,236 |
| CHEVRON CORP | $63,601 | $56,335 |
| CROWN CASTLE REIT INC | $36,659 | $56,991 |
| YAMANA GOLD INC | $45,287 | $57,100 |
| QUALCOMM INC | $22,551 | $57,888 |
| TARGET CORP | $18,665 | $58,737 |
| NESTLE S A REP RG | $46,062 | $59,490 |
| ROCHE HLDG LTD SPN ADR | $52,013 | $60,455 |
| PHILIP MORRIS INTL INC | $66,565 | $61,016 |
| DIAGEO PLC SPSD ADR NEW | $47,336 | $63,682 |
| UNITED PARCEL SVC CL B | $47,628 | $66,994 |
| NOVARTIS ADR | $58,100 | $68,462 |
| NORFOLK SOUTHERN CORP | $23,045 | $69,382 |
| MONSTER BEVERAGE SHS | $14,594 | $73,797 |
| DISNEY (WALT) CO COM STK | $51,522 | $75,008 |
| DEERE CO | $28,472 | $78,292 |
| SALESFORCE COM INC | $53,109 | $78,328 |
| ORACLE CORP $0.01 | $44,561 | $79,892 |
| BLACKROCK INC | $33,169 | $84,927 |
| BERKSHIRE HATHWAY INC | $57,191 | $87,182 |
| BOEING COMPANY | $67,659 | $88,193 |
| MERCK AND CO INC | $72,404 | $94,643 |
| NVIDIA | $27,126 | $96,084 |
| ALIBABA GROUP HOLDING LT | $31,391 | $97,283 |
| COMCAST CORP NEW CL A | $91,602 | $106,162 |
| AUTODESK INC | $14,462 | $110,228 |
| FACEBOOK INC CLASS A COMMON STOCK | $10,105 | $116,913 |
| CISCO SYSTEMS INC | $72,342 | $118,722 |
| VISA INC CL A SHRS | $21,758 | $119,645 |
| LOWE'S COMPANIES INC | $49,030 | $121,024 |
| ALPHABET INC SHS CL A | $28,821 | $122,658 |
| FREEPORT-MCMORAN INC | $133,200 | $130,100 |
| TEXAS INSTRUMENTS | $85,886 | $131,141 |
| JOHNSON AND JOHNSON | $117,387 | $137,449 |
| AMAZON COM INC | $12,301 | $146,563 |
| APPLE INC | $51,762 | $157,105 |
| NEWMONT GOLDCORP CORP | $111,473 | $197,637 |
| MICROSOFT CORP | $48,359 | $211,322 |
| BARRICK GOLD CORPORATION | $338,319 | $227,800 |
| PARTNERS GROUP PRIVATE EQUITY MASTER FUND LLC CLASS I | $250,000 | $264,189 |
| BLACKSTONE REAL ESTATE INCOME TRUST INC | $253,722 | $269,938 |
| FIDELITY MSCI UTILITIES | $502,851 | $535,047 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $23,207 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $24,023 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CONDOMINIUM | CategoryOrItemTxt |
| Cost Or Other Basis | $158,460 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $158,460 | BookValueAmt |
| EOYFMV | $422,220 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE & COUNSEL | CategoryTxt |
| Legal Fees | $1,759 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,759 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $250 | $250 | $0 |
| INSURANCE | $1,977 | $297 | $1,680 |
| ADMINISTRATIVE EXPENSE | $1,037 | $148 | $889 |
| SUPPLIES | $260 | $0 | $260 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $4,323 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,323 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,323 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $47,880 | $47,880 | $0 |
| PAYROLL SERVICES | $1,975 | $296 | $1,679 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $9,401 | $1,410 | $7,991 |
| FOREIGN TAXES | $1,746 | $1,746 | $0 |
| EXCISE TAX | $10,521 | $0 | $0 |
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