RICK FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
RICK FAMILY FOUNDATION (EIN 26-4126885)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-06-24
IRS object ID
202001769349101415
Schema version
2019v5.0
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)
Return2020-06-24T15:55:29-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471959446PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MERSKIN & MERSKIN TAX AND ACCOUNTINGBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1300 S RATH AVE STE 201AddressLine1Txt
CityLUDINGTONCityNm
State AbbreviationMIStateAbbreviationCd
ZIP494311923ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264126885EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE RICK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICKBusinessNameControlTxt
Phone6168444400PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER D RICKPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6168444400PhoneNum
Signature2020-06-18SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID L HATCHPreparerPersonNm
PTINP00011030PTIN
Phone2318456251PhoneNum
Preparation2020-06-24PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$233,307FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$25,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$40InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$40InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$40InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$5,190DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,190DividendsNetInvstIncmAmt
Dividends Adj Net Incm$5,190DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$4,984NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$22,275GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,039CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$35,214TotalRevAndExpnssAmt
Total Net Invst Incm$9,269TotalNetInvstIncmAmt
Total Adj Net Incm$5,230TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$117LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$117LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$117LegalFeesAdjNetIncmAmt
Accounting Fees Rev And Expnss$445AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$445AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$445AccountingFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$2,491OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,491OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$2,491OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$3,053TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,053TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$3,053TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$15,853TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,053TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$3,053TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$12,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$19,361ExcessRevenueOverExpensesAmt
Net Investment Income$6,216NetInvestmentIncomeAmt
Adjusted Net Income$2,177AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Corporate Stock BOY$194,492CorporateStockBOYAmt
Corporate Stock EOY$213,719CorporateStockEOYAmt
Corporate Stock EOYFMV$233,307CorporateStockEOYFMVAmt
Total Assets BOY$194,492TotalAssetsBOYAmt
Total Assets EOY$213,719TotalAssetsEOYAmt
Total Assets EOYFMV$233,307TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$194,492NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$213,719NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$194,492TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$213,719TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$194,492TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$213,719TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$194,492TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$19,361ExcessRevenueOverExpensesAmt
Subtotal$213,853SubtotalAmt
Other Decreases$134OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$213,719TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$4,039CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$188,135NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.037207DistributionYr1Rt
Adjusted Qlfy Distri Yr2$6,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$152,429NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039363DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$123,125NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.062538DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$110,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054387DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$81,579NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.073548DistributionYr5Rt
Total Distribution0.267043TotalDistributionRt
Average Distribution0.053409AverageDistributionRt
Net Vl Noncharitable Assets$191,391NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$10,222AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$10,284AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$12,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$62InvestmentIncomeExciseTaxAmt
Subtotal$62SubtotalAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Tax Due$62TaxDueAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksDONNA RICKIndividualWithBooksNm
Phone2318653019PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd
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
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
PETER D RICK
19176 ELIZABETH COURTSPRING LAKEMI49456PRESIDENT000.00$0$0$0
DONNA L RICK
19176 ELIZABETH COURTSPRING LAKEMI49456SECRETARY/TR000.00$0$0$0
VINTON B PERSONS
333 BRIDGE STREET NW SUITE 1000GRAND RAPIDSMI49504DIRECTOR000.00$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$190,306AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$194,306TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$194,306AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,915CashDeemedCharitableAmt
Net Vl Noncharitable Assets$191,391NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,570MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,570MinimumInvestmentReturnAmt
Tax Based On Investment Income$62TaxBasedOnInvestmentIncomeAmt
Total Tax$62TotalTaxAmt
Distributable Before Adj$9,508DistributableBeforeAdjAmt
Distributable Before Ded$9,508DistributableBeforeDedAmt
Distributable As Adjusted$9,508DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$12,800ExpensesAndContributionsAmt
Qualifying Distributions$12,800QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$62PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$12,738AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,508DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$181ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,595ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$1,776TotalExcessDistributionCyovAmt
Qualifying Distributions$12,800QualifyingDistributionsAmt
Applied To Current Year$9,508AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,292RemainingDistriFromCorpusAmt
Total Corpus$5,068TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$5,068ExcessDistriCyovToNextYrAmt
Excess From Year4$181ExcessFromYear4Amt
Excess From Year3$1,595ExcessFromYear3Amt
Excess From Current Year$3,292ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPETER DONNA RICKContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDONNA RICKRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line119176 ELIZABETH COURTAddressLine1Txt
CitySPRING LAKECityNm
State AbbreviationMIStateAbbreviationCd
ZIP49456ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2318653019RecipientPhoneNum
Form And Info And MaterialsBRIEF EXPLANATION OF NEED AND COPY OF 501(C)(3) EXEMPTIONFormAndInfoAndMaterialsTxt
Submission DeadlinesDECEMBER 1SubmissionDeadlinesTxt
Restrictions On AwardsIRS APPROVED 501(C)(3) ORGANIZATIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LAKESHORE PREGNANCY CENTER INC
700 WASHINGTON 130GRAND HAVENMI49417EDUCATION$1,000
FOCUS ON THE FAMILY
8605 EXPLORER DRIVECOLORADO SPRINGSCO80920PROMOTING FAITH AND FAMILY VALUES$500
WHITWORTH UNIVERSITY-SPOKANE
300 WEST HAWTHORNE ROADSPOKANEWA99251EDUCATION$800
FEEDING AMERICA
864 WEST RIVER CENTER DRICOMSTOCK PARKMI49321FOOD FOR THE POOR$1,000
FIRST PRIORITY OF MUSKEGON
PO BOX 5314NORTH MUSKEGONMI49445PROMOTE CHRISTIAN VALUES$500
LOVE IN ACTION-DENTAL CLINIC
326 N FERRY STGRAND HAVENMI49417HEALTH CARE$1,000
VOLUNTEER FOR DENTAL
31 E CLAY AVEMUSKEGONMI49442HEALTH CARE$1,000
MERCY SHIPS
PO BOX 2020GARDEN VALLEYTX75771HEALTH CARE$1,000
BOYS AND GIRLS CLUB OF THE MUSKEGON
425 W WESTERN AVE 308MUSKEGONMI49440YOUTH DEVELOPMENT PROGRAMS$1,000
CARIBBEAN CHRISTIAN CENTRE-THE DEAF
100 SOUTH PINE STE 283ZEELANDMI49464EDUCATION AND CARE FOR THE DEAF$1,000
MOSAIC COUNSELING
1703 S DESPELDER STGRAND HAVENMI49417COUNSELING SERVICES$1,000
PEOPLE CENTER
307 E EXCHANGE STSPRING LAKEMI49456FOOD, CLOTHING, AND SHELTER$1,000
MISSION FOR AREA PEOPLE
2500 JEFFERSON STMUSKEGONMI49444FEED THE HOMELESS$1,000
NOAH PROJECT
5205 AIRLINE RDMUSKEGONMI49444RESCUE SERVICES - ANIMALS$500
HOWLING TIMBERS
6806 E EVANSTON AVEMUSKEGONMI49442RESCUE SERVICES - ANIMALS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$40RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,190RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,984RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,214RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$10,214TotalIncomeProducingActyAmt

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$445Amt
Net Investment Income$445NetInvestmentIncomeAmt
Adjusted Net Income$445AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetROBERT W BAIRDAssetDesc
Acquired2016-07AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2019-07SoldDt
Gross Sales Price$18,236GrossSalesPriceAmt
Basis$17,291BasisAmt
Total Net$945TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockROBERT W. BAIRD & COStockNm
EOY Book Value$213,719EOYBookValueAmt
EOYFMV$233,307EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$117LegalFeesAmt
Net Investment Income$117NetInvestmentIncomeAmt
Adjusted Net Income$117AdjustedNetIncomeAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
Desc2018 FEDERAL INCOME TAXDesc
Amt$134Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
INVESTMENT FEES$2,491$2,491$2,491

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