BETA

PERKINS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PERKINS FOUNDATION INC (EIN 20-8523229)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-12
IRS object ID
202141329349102099
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)
Return2021-05-12T12:28:06-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN561415202PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HUGHES PITTMAN & GUPTON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11500 SUNDAY DRIVE SUITE 300AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27607ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208523229EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PERKINS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPERKBusinessNameControlTxt
Phone9199350178PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGEORGE R PERKINS JRPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9199350178PhoneNum
Signature2021-05-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGEORGEPersonFirstNm
Person LastPERKINS JRPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHERYL RHEWPreparerPersonNm
PTINP00493843PTIN
Phone9192325900PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
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$641,029FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$260,376ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$14,606DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,606DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$23,394NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$317,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23,394CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$298,376TotalRevAndExpnssAmt
Total Net Invst Incm$38,000TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$3,827OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,827OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$328TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,155TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,155TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$61,522ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,522ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,677TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,155TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$61,522TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$232,699ExcessRevenueOverExpensesAmt
Net Investment Income$33,845NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,036CashBOYAmt
Cash EOY$16,616CashEOYAmt
Cash EOYFMV$16,616CashEOYFMVAmt
Other Assets BOY$332,637OtherAssetsBOYAmt
Other Assets EOY$550,554OtherAssetsEOYAmt
Other Assets EOYFMV$624,413OtherAssetsEOYFMVAmt
Total Assets BOY$334,673TotalAssetsBOYAmt
Total Assets EOY$567,170TotalAssetsEOYAmt
Total Assets EOYFMV$641,029TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$334,673RetainedEarningBOYAmt
Retained Earning EOY$567,170RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$334,673TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$567,170TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$334,673TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$567,170TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$334,673TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$232,699ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$567,372SubtotalAmt
Other Decreases$202OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$567,170TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$118,502$110,172$8,330$8,330
CAP TRUST RGD-008203 PUBLICLY TRADED SECURITY$195,683$184,081$11,602$11,602
CAPITAL GAINS DIVIDENDS$3,462$3,462$3,462P
FieldValueIRS element (for citing)
Capital Gain Net Income$23,394CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$470InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$470SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$470TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$160EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$160TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$310TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNCOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksR MICHAEL GRAYIndividualWithBooksNm
Phone9198706822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14208 SIX FORKS ROAD SUITE 1700AddressLine1Txt
CityRALEIGHCityNm
State AbbreviationNCStateAbbreviationCd
ZIP27609ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonGEORGE R PERKINS JRPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$524,440AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,088AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$535,528TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$535,528AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,033CashDeemedCharitableAmt
Net Vl Noncharitable Assets$527,495NetVlNoncharitableAssetsAmt
Minimum Investment Return$26,375MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$26,375MinimumInvestmentReturnAmt
Tax Based On Investment Income$470TaxBasedOnInvestmentIncomeAmt
Total Tax$470TotalTaxAmt
Distributable Before Adj$25,905DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$25,905DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$25,905DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$61,522ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$61,522QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$61,522AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$25,905DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$40,362ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,580ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$87,942TotalExcessDistributionCyovAmt
Qualifying Distributions$61,522QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,905AppliedToCurrentYearAmt
Remaining Distri From Corpus$35,617RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$123,559TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$123,559ExcessDistriCyovToNextYrAmt
Excess From Year2$40,362ExcessFromYear2Amt
Excess From Year1$47,580ExcessFromYear1Amt
Excess From Current Year$35,617ExcessFromCurrentYearAmt

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
FIRST BAPTIST CHURCH
202 SUMMITT DRIVESANFORDNC27330PCOUTREACH PROGRAMS$50,000
LEE COUNTY EDUCATION FOUNDATION
PO BOX 98SANFORDNC27331PCOUTREACH PROGRAMS$1,000
TEMPLE THEATRE
120 CARTHAGE STSANFORDNC27330PCEDUCATIONAL$5,000
THE UNIT FOUNDATION
PO BOX 1281VASSNC28394PCOUTREACH PROGRAMS EDUCATIONAL$500
YOUNG LIFE LEE COUNTY
PO BOX 3135SANFORDNC27331PCOUTREACH PROGRAMS$750
THE LORD'S TABLE
1215 PARKWAY DRIVEGOLDSBORONC27534PCOUTREACH PROGRAMS$2,000
SAINT DAVID'S FUND
3400 WHITE OAK ROADRALEIGHNC27609PCEDUCATIONAL$1,972
NC COMMUNITY FOUNDATION
3737 GLENWOOD AVE 460RALEIGHNC27612PCOUTREACH PROGRAMS$100
THE STEVENS CENTER
1576 KELLY DRSANFORDNC27330PCOUTREACH PROGRAMS$100
BACK PACK PALS
195 SANDY AVESOUTHERN PINESNC28387PCFOOD BANK$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,522TotalGrantOrContriPdDurYrAmt
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$14,606ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$23,394ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$38,000ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$38,000TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

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 PersonGEORGE R PERKINS JR CHARITABLE TRUSContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 525AddressLine1Txt
CitySANFORDCityNm
State AbbreviationNCStateAbbreviationCd
ZIP273310525ZIPCd
FieldValueIRS element (for citing)
Total Contributions$260,376TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionFOUNDATION ELECTS, UNDER REGULATIONS SECTION 53.4942(A)-3(D)(2), TO APPLY ALL OR PART OF THE REMAINING QUALIFYING DISTRIBUTIONS TO ANY UNDISTRIBUTED INCOME REMAINING FROM A YEAR BEFORE 2016.ElectionDesc

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDS$332,637$504,984$574,713
EXCHANGE TRADED PRODUCTS$0$45,570$49,700

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTIMING DIFFERENCESDesc
Amt$202Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$3,827Amt
Net Investment Income$3,827NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAX$30$30$0
TAX PAYMENT$298$298$0

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