TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-17
IRS object ID
202141379349102729
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)
Return2021-05-17T17:13:45-07:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 E Bethany Home RdAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810704856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TIGER TAIL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTIGEBusinessNameControlTxt
Phone9149676057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD RDAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH W BROWN JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2021-05-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPH W BROWNPersonFirstNm
Person LastJRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason M MunkMAccCPAPreparerPersonNm
PTINP00545610PTIN
Phone6022341040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$5,429,293FMVAssetsEOYAmt
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$1,113InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,113InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$102,671DividendsRevAndExpnssAmt
Dividends Net Invst Incm$102,671DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$228,263NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,759GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$228,263CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$332,047TotalRevAndExpnssAmt
Total Net Invst Incm$332,047TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,388AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,387AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,617TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$8,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,388TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,387TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$188,412ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$188,412ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$196,804TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,388TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$190,799TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$135,243ExcessRevenueOverExpensesAmt
Net Investment Income$329,659NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$69,268CashBOYAmt
Cash EOY$201,068CashEOYAmt
Cash EOYFMV$201,068CashEOYFMVAmt
Sav And Temp Cash Invst BOY$60,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,000SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,740SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,031,845CorporateStockBOYAmt
Corporate Stock EOY$948,387CorporateStockEOYAmt
Corporate Stock EOYFMV$1,697,010CorporateStockEOYFMVAmt
Other Investments BOY$2,696,470OtherInvestmentsBOYAmt
Other Investments EOY$2,798,371OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,485,475OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,857,583TotalAssetsBOYAmt
Total Assets EOY$3,992,826TotalAssetsEOYAmt
Total Assets EOYFMV$5,429,293TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,857,583CapitalStockBOYAmt
Capital Stock EOY$3,992,826CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,857,583TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,992,826TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,857,583TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,992,826TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,857,583TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$135,243ExcessRevenueOverExpensesAmt
Subtotal$3,992,826SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,992,826TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
15K WELLS FARGO & CO CDP2017-04-072020-04-13$15,000$15,000
CASH IN LIEU ALPS ALERIAN MLP ETFP2020-05-192020-05-19$19$38-$19-$19
250 SHS APPLE INCP2016-01-142020-06-05$82,498$24,366$58,132$58,132
250 SHS APPLE INCP2016-05-122020-06-10$87,503$22,509$64,994$64,994
250 SHS APPLE INCP2017-06-132020-07-13$99,748$36,583$63,165$63,165
Capital Gain Dividends$41,991
FieldValueIRS element (for citing)
Capital Gain Net Income$228,263CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$19NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,582InvestmentIncomeExciseTaxAmt
Subtotal$4,582SubtotalAmt
Tax Based On Investment Income$4,582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Tax Due$1,582TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JASON M MUNK CPABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022340406PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 E BETHANY HOME RDAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH W BROWN JR
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
VALERIE BROWN
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,567,858AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,093AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,735,951TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,735,951AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,039CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,664,912NetVlNoncharitableAssetsAmt
Minimum Investment Return$233,246MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$233,246MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,582TaxBasedOnInvestmentIncomeAmt
Total Tax$4,582TotalTaxAmt
Distributable Before Adj$228,664DistributableBeforeAdjAmt
Distributable Before Ded$228,664DistributableBeforeDedAmt
Distributable As Adjusted$228,664DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$190,799ExpensesAndContributionsAmt
Qualifying Distributions$190,799QualifyingDistributionsAmt
Adjusted Qualifying Distri$190,799AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$228,664DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$22,459ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$46,924ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,763ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$99,146TotalExcessDistributionCyovAmt
Qualifying Distributions$190,799QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$190,799AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$37,865ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$37,865ExcessDistributionCyovAppCYAmt
Total Corpus$61,281TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$61,281ExcessDistriCyovToNextYrAmt
Excess From Year2$31,518ExcessFromYear2Amt
Excess From Year1$29,763ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH W BROWN JRContributingManagerNm
Contributing ManagerVALERIE BROWNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MARYMOUNT MANHATTAN COLLEGE
221 E 71ST STNEW YORKNY10021NonePCGENERAL$50,000
CITYSQUASH
PO BOX 619 FORDHAM STATIONBRONXNY10458NonePCGENERAL$1,500
CITY UNIVERSITY OF NEW YORK
217 E 42ND STNEW YORKNY10017NonePCGENERAL$2,557
FAMILY SERVICES OF WESTCHESTER
ONE GATEWAY PLAZAPORT CHESTERNY10573NonePCGENERAL$10,738
BIG BROTHERS BIG SISTERS OF NYC
40 RECTOR STNEW YORKNY10006NONEPCGENERAL$45,000
INNER-CITY SCHOLARSHIP FUND
1011 FIRST AVE STE 1800NEW YORKNY10022NonePCGENERAL$3,700
MBIA FOUNDATION INC BACK TO SCHOOL
1 MANHATTANVILLE RD STE 301PURCHASENY10577NonePCGENERAL$2,000
FAMILY EQUALITY COUNCIL
475 PARK AVE SOUTHNEW YORKNY10016NonePCGENERAL$155
NORTHERN WESTCHESTER HOSPITAL
400 E MAIN STMOUNT KISCONY10549NonePCGENERAL$15,000
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507NonePCGENERAL$10,000
FAMILY CENTERS INC
493 NOSTRAND AVE 3RD FLBROOKLYNNY11216NonePCGENERAL$10,000
FOOD BANK FOR NYC
39 BROADWAY 10TH FLNEW YORKNY10006NonePCGENERAL$5,000
HER JUSTICE
100 BROADWAY 10TH FLNEW YORKNY10005NonePCGENERAL$5,000
CHILDRENS VILLAGE INC
ONE ECHO HILLSDOBBS FERRYNY10522NonePCGENERAL$5,113
MY SISTERS PLACE INC
1436 U STREET NW STE 303WASHINGTONDC20009NonePCGENERAL$5,000
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE STE 400WASHINGTONDC20002NonePCGENERAL$5,000
VOLUNTEER NEW YORK
220 WHITE PLAINS RDTARRYTOWNNY10591NONEPCGENERAL$1,384
CHILDRENS MIRACLE NETWORK
205 W 700 SSALT LAKE CITYUT84101NONEPCGENERAL$2,500
ST ANN'S ROMAN CATHOLIC CHURCH
312 E 110TH STNEW YORKNY10029NONEPCGENERAL$200
DUKE UNIVERSITY
BOX 90581DURHAMNC27708NONEPCGENERAL$300
HILLSIDE FOOD OUTREACH INC
PO BOX 155PLEASANTVILLENY10570NONEPCGENERAL$1,000
NETWORK FOR GOOD INC
1140 CONNECTICUT AVE NW STE 700WASHINGTONDC20036NONEPCGENERAL$515
HOLY CHILD JESUS CATHOLIC ACADEMY
111-02 86TH AVERICHMOND HILLNY11418NONEPCGENERAL$250
ST MATTHEW'S LUTHERAN CHURCH
178 BENNETT AVENEW YORKNY10040NONEPCGENERAL$500
THE UPPER WESTCHESTER MUSLIM SOCIET
PO BOX 9THORNWOODNY10594NONEPCGENERAL$1,000
WHIDBEY ISLAND CENTER FOR THE ARTS
PO BOX 52LANGLEYWA98260NONEPCGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$188,412TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,113ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$102,671ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$228,263ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$332,047ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$332,047TotalIncomeProducingActyAmt

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)
CategoryWMC TAX SERVICESCategoryTxt
Amt$4,775Amt
Net Investment Income$2,388NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,387DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$948,387EOYBookValueAmt
EOYFMV$1,697,010EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,798,371BookValueAmt
EOYFMV$3,485,475EOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt
Amt$3,617Amt

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