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THOMSON FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THOMSON FAMILY FOUNDATION (EIN 95-6189522)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-07-06
IRS object ID
202131879349100718
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)
Return2021-07-06T13:01:43-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN843597043PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WOOD CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17300 METRO BLVD SUITE 205AddressLine1Txt
CityEDINACityNm
State AbbreviationMNStateAbbreviationCd
ZIP55439ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN956189522EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMSON FAMILY FOUNDATION XXX-XX-XXXXBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTHOMBusinessNameControlTxt
Phone9186191526PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11110 5TH ST SEAddressLine1Txt
CityFARIBAULTCityNm
State AbbreviationMNStateAbbreviationCd
ZIP550216432ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER GRUNNETPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9186191526PhoneNum
Signature2021-06-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPETERPersonFirstNm
Person LastGRUNNETPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA WOODPreparerPersonNm
PTINP00373594PTIN
Phone9523561110PhoneNum
Preparation2021-06-25PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,497,562FMVAssetsEOYAmt
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$5InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,321DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,321DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,321DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$2,916NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,175,044GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,916CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$23,242TotalRevAndExpnssAmt
Total Net Invst Incm$23,242TotalNetInvstIncmAmt
Total Adj Net Incm$20,326TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$900AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$900AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$20,970OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$20,970OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$551TaxesRevAndExpnssAmt
Taxes Net Invst Incm$126TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$425TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,421TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,096TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$75,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$75,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$97,421TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,096TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$74,179ExcessRevenueOverExpensesAmt
Net Investment Income$2,146NetInvestmentIncomeAmt
Adjusted Net Income$20,326AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$95,487SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$138,493SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$138,493SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$85,667CorporateStockBOYAmt
Corporate Stock EOY$120,732CorporateStockEOYAmt
Corporate Stock EOYFMV$144,046CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,279,123CorporateBondsBOYAmt
Corporate Bonds EOY$1,127,386CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,215,023CorporateBondsEOYFMVAmt
Total Assets BOY$1,460,277TotalAssetsBOYAmt
Total Assets EOY$1,386,611TotalAssetsEOYAmt
Total Assets EOYFMV$1,497,562TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,460,277CapitalStockBOYAmt
Capital Stock EOY$1,386,611CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,460,277TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,386,611TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,460,277TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,386,611TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,460,277TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$74,179ExcessRevenueOverExpensesAmt
Subtotal$1,386,098SubtotalAmt
Other Decreases-$513OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,386,611TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP2020-01-012020-12-31$2,625,626$2,644,669-$19,043-$19,043
PUBLICLY TRADED SECURITIESP2020-01-012020-12-31$549,317$527,459$21,858$21,858
FieldValueIRS element (for citing)
Capital Gain Net Income$2,916CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Subtotal$30SubtotalAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Tax Due$30TaxDueAmt

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
Individual With BooksTHE FOUNDATIONIndividualWithBooksNm
Phone9186191526PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11110 5TH ST SEAddressLine1Txt
CityFARIBAULTCityNm
State AbbreviationMNStateAbbreviationCd
ZIP55021ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN GRUNNET
203 MARYLAND AVE APT 2PORTSMOUTHVA23707TRUSTEE2.00$0$0$0
PETER GRUNNET
1110 5TH ST SEFARIBAULTMN55021TRUSTEE2.00$0$0$0
KIRSTEN GRUNNET
1110 5TH ST SEFARIBAULTMN55021TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,362,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,395AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,405,431TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,405,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,081CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,384,350NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,218MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,218MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$69,188DistributableBeforeAdjAmt
Distributable Before Ded$69,188DistributableBeforeDedAmt
Distributable As Adjusted$69,188DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,325ExpensesAndContributionsAmt
Qualifying Distributions$76,325QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,325AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,188DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$4,500ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,447ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$70,929ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,368ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,786ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$91,030TotalExcessDistributionCyovAmt
Qualifying Distributions$76,325QualifyingDistributionsAmt
Applied To Current Year$69,188AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,137RemainingDistriFromCorpusAmt
Total Corpus$98,167TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$4,500ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$93,667ExcessDistriCyovToNextYrAmt
Excess From Year4$5,447ExcessFromYear4Amt
Excess From Year3$70,929ExcessFromYear3Amt
Excess From Year2$7,368ExcessFromYear2Amt
Excess From Year1$2,786ExcessFromYear1Amt
Excess From Current Year$7,137ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ST JUDE'S
501 ST JUDE PLACEMEMPHISTN38105PCSUPPORT$25,000
NA COUNCIL ON ADOPTABLE CHILDREN
970 RAYMOND AVE 106ST PAULMN55114PCSUPPORT$1,000
ARTHRITIS FOUNDATION
662 TRANSFER RDST PAULMN55114PCSUPPORT$1,000
FARIBAULT FOUNDATION
530 WILSON AVEFARIBAULTMN55021PCSUPPORT$1,000
PARK AVENUE UNITED METHODIST CHURCH
3400 PARK AVEMINNEAPOLISMN55407PCSUPPORT$3,000
FROGTOWN FARM
941 LANFOND AVEST PAULMN55104PCSUPPORT$1,000
BELIEVET CANINE SERVICE PARTNERS
3885 100TH ST ENORTHFIELDMN55057PCSUPPORT$22,000
IDENTIFIABLE ME
PO BOX 514PORTSMOUTHVA23705PCSUPPORT$3,000
SEVEN CITIES WRITERS PROJECT
4620 KEMP DRIVEPORTSMOUTHVA23703PCSUPPORT$9,000
SUPPORTS OF PORTSMOUTH PUBLIC ART
PO BOX 232PORTSMOUTHVA23705PCSUPPORT$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$75,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,321ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$2,916ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$23,242ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,242TotalIncomeProducingActyAmt

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)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$900Amt
Disbursements Charitable Prps$900DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PIMCO INC-INST 1821
ISHARES FLOATING RATE BOND ETF
PIMCO MORTGAGE OPP & BD-INST$16,676$16,628
FIRST TR EXCHANGE TRADED FD IV LOW O
FIRST TR EXCHANGE TRADED FD IV ENH N
ISHARES INC MIN VOL GBL ETF
ISHARES TRUST CRE U S REIT ETF
ISHARES TRUST MSCI MIN VOL ETF$184,892$212,397
ISHARES US ETF TRUST SHT MAT BD ETF
PIMCO ETF TRUST ENHAN SHRT MA AC ETF$34,580$34,694
SPDR SERIES TRUST PORTOLIO LR ETF
SPDR SERIES TRUST SPDR BLOOMBERG ETF
SPDR SERIES TRUST SSGA US LRG ETF
SSGA ACTIVE ETF TR ULT SHT TRM BD ET$23,042$23,129
INVESCO EXCHANGE TRADED FD TR$113,610$116,572
ISHARES TRUST CORE S&P TTL STK ETF$252,410$280,560
ISHARES TRUST EXPANDED TECH SFTWR$68,753$90,650
ISHARES TRUST ASIA 50 ETF$90,283$96,410
ISHARES TRUST SHRT TREAS BD ETF$178,722$178,395
SPDR SERIES TRUST BLOOMBERG SRT TR E$38,535$39,212
VANGUARD INT-TERM CORP ETF$68,333$68,872
WISDOMTREE TRUST FLOATING RAT TREAS$57,550$57,504

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR L/C DEFENSIVE STYLE-I 152$44,630$65,442
ISHARES EDGE MSCI USA QUALIT E
PRIMECAP ODYSSEY GRWTH 1650
RYDEX S&P 500 2X STRAT-H 0225
WIDOMTREE U.S. MULTIFACTOR ETF
ISHARES MSCI ACWI INDEX FUND E
SPDR GOLF TRUST ETF
SPDR GOLD MINISHARES TRUST ETF
BERKSHIRE HATHAWAY INC COM CL B$76,102$78,604

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMUTUAL FD TIMING, ROUDING AND SALESDesc
Amt-$513Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT MANAGEMENT FEES$12,720$12,720
TRUSTEE FEES$8,250$8,250

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX PAYMENT - PRIOR YEAR$425$425
FOREIGN TAXES ON DIVIDENDS$126$126

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