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EUNICE JOYCE GARDINER CHARITABLE FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
EUNICE JOYCE GARDINER CHARITABLE FOUNDATION (EIN 45-6393459)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202141379349100069
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)
Return2021-05-17T07:20:13-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591498196PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SMITH GRAHAM ELLINGSWORTH & PECARO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line196 NE FOURTH AVENUEAddressLine1Txt
CityDELRAY BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33483ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN456393459EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE EUNICE JOYCE GARDINER CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlEUNIBusinessNameControlTxt
Phone5616500771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1151 ROYAL PALM WAYAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL A HANLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone5616500771PhoneNum
Signature2021-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastHANLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTHOMAS A SMITH CPAPreparerPersonNm
PTINP00954611PTIN
Phone5612767468PhoneNum
Preparation2021-05-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$180,013,077FMVAssetsEOYAmt
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$3,610,346DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,610,346DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$7,041,940NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$148,553,171GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$7,041,940CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,652,286TotalRevAndExpnssAmt
Total Net Invst Incm$10,652,286TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$500,424CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$475,403CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$25,021CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,358AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,358AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,360,271OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,333,066OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$27,205OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$192,178TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,060,231TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,815,827TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$52,226TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,287,847ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,287,847ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,348,078TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,815,827TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,340,073TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$304,208ExcessRevenueOverExpensesAmt
Net Investment Income$8,836,459NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$580,459SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$558,671SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$558,671SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$345,259PrepaidExpensesBOYAmt
Prepaid Expenses EOY$203,081PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$203,081PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$132,717,246CorporateStockBOYAmt
Corporate Stock EOY$132,998,982CorporateStockEOYAmt
Corporate Stock EOYFMV$179,251,325CorporateStockEOYFMVAmt
Total Assets BOY$133,642,964TotalAssetsBOYAmt
Total Assets EOY$133,760,734TotalAssetsEOYAmt
Total Assets EOYFMV$180,013,077TotalAssetsEOYFMVAmt
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$133,642,964RetainedEarningBOYAmt
Retained Earning EOY$133,760,734RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$133,642,964TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$133,760,734TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$133,642,964TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$133,760,734TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$133,642,964TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$304,208ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$133,947,172SubtotalAmt
Other Decreases$186,438OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$133,760,734TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE ATTACHED STATEMENTP$91,874,382$93,918,142-$2,043,760-$2,043,760
SEE ATTACHED STATEMENTP$55,658,526$47,593,089$8,065,437$8,065,437
CAPITAL GAIN DIVIDENDP$1,020,263$1,020,263$1,020,263
FieldValueIRS element (for citing)
Capital Gain Net Income$7,041,940CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$122,827InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$122,827SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$122,827TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$203,081EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$203,081TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$80,254OverpaymentAmt
Applied To ES Tax$80,254AppliedToESTaxAmt
Refund$0RefundAmt

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 StateFLOrgReportOrRegisterStateCd
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 BooksDANIEL A HANLEYIndividualWithBooksNm
Phone5616500531PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1151 ROYAL PALM WAYAddressLine1Txt
CityPALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33480ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ARDEN TRUST COMPANY
2751 CENTERVILLE RD STE 400WILMINGTONDE19808TRUSTEE1.00$56,940$0$0
DANIEL A HANLEY
C/O GUNSTER 151 ROYAL PALM WAYPALM BEACHFL33480TRUSTEE4.00$443,484$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

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$156,195,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,771,685AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$203,081FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$158,170,267TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$158,170,267AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,372,554CashDeemedCharitableAmt
Net Vl Noncharitable Assets$155,797,713NetVlNoncharitableAssetsAmt
Minimum Investment Return$7,789,886MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$7,789,886MinimumInvestmentReturnAmt
Tax Based On Investment Income$122,827TaxBasedOnInvestmentIncomeAmt
Total Tax$122,827TotalTaxAmt
Distributable Before Adj$7,667,059DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$7,667,059DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$7,667,059DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,340,073ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,340,073QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$8,340,073AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$7,667,059DistributableAsAdjustedAmt
Undistributed Income PY$1,160,432UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,340,073QualifyingDistributionsAmt
Applied To Year1$1,160,432AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$7,179,641AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$487,418UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FRIENDS OF WLRN INC
172 NE 15TH STREETMIAMIFL33132NONE501(C)3GENERAL SUPPORT$78,785
PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC
3100/3200 MILITARY TRAILWEST PALM BEACHFL33409NONE501(C)3GENERAL SUPPORT$2,486,354
SALESIAN MISSIONS INC
2 LEFEVRE LANENEW ROCHELLENY10801NONE501(C)3GENERAL SUPPORT$2,486,354
SOUTH FLORIDA PBS INC
3401 SOUTH CONGRESS AVENUEBOYNTON BEACHFL33426NONE501(C)3GENERAL SUPPORT$750,000
THE SALVATION ARMY WEST PALM BEACH CORPS
2122 PALM BEACH LAKES BOULEVARDWEST PALM BEACHFL33409NONE501(C)3GENERAL SUPPORT$2,486,354
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,287,847TotalGrantOrContriPdDurYrAmt
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$3,610,346ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$7,041,940ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$10,652,286ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,652,286TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,358Amt
Net Investment Income$7,358NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK & BONDSStockNm
EOY Book Value$132,998,982EOYBookValueAmt
EOYFMV$179,251,325EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS OVER FMV ADJUSTMENTDesc
Amt$186,438Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$1,360,271Amt
Net Investment Income$1,333,066NetInvestmentIncomeAmt
Disbursements Charitable Prps$27,205DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$192,178Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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