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PALOMA BLANCA FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PALOMA BLANCA FOUNDATION (EIN 20-1940725)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-21
IRS object ID
202001429349101275
Schema version
2019v5.1
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)
Return2020-05-21T16:01:19-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN201940725EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PALOMA BLANCA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPALOBusinessNameControlTxt
Phone4142765000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E WISCONSIN AVE STE 1400AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATHLEEN REDMONDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4142765000PhoneNum
Signature2020-05-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES B BOUTELLE CPAPreparerPersonNm
PTINP01794129PTIN
Phone2627549400PhoneNum
Preparation2020-05-17PreparationDt
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$6,679,368FMVAssetsEOYAmt
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$25,184InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$30,956InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,034DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,418DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,248NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,122,049GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$27,603CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,466TotalRevAndExpnssAmt
Total Net Invst Incm$116,977TotalNetInvstIncmAmt
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$62,386OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$57,416OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$4,970OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,321TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,329TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$64,707TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$59,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,970TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$40,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$40,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,707TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$59,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$44,970TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,759ExcessRevenueOverExpensesAmt
Net Investment Income$57,232NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$202,304SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$267,314SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$267,314SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,553,090CorporateStockBOYAmt
Corporate Stock EOY$3,437,804CorporateStockEOYAmt
Corporate Stock EOYFMV$3,982,908CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,335,532CorporateBondsBOYAmt
Corporate Bonds EOY$2,394,567CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,429,146CorporateBondsEOYFMVAmt
Total Assets BOY$6,090,926TotalAssetsBOYAmt
Total Assets EOY$6,099,685TotalAssetsEOYAmt
Total Assets EOYFMV$6,679,368TotalAssetsEOYFMVAmt
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$6,090,926RetainedEarningBOYAmt
Retained Earning EOY$6,099,685RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,090,926TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,099,685TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,090,926TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,099,685TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,090,926TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,759ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,099,685SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,099,685TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$8,122,049GrossSalesPriceAmt
Cost Or Other Basis$8,094,446CostOrOtherBasisAmt
Gain Or Loss$27,603GainOrLossAmt
Gains Minus Excess Or Losses$27,603GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$27,603CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$325,045AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,038,867NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053825DistributionYr1Rt
Adjusted Qlfy Distri Yr2$8,950AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,824,135NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.001537DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,695AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,622,215NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.002314DistributionYr3Rt
Adjusted Qlfy Distri Yr4$128,330AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,927,479NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.043836DistributionYr4Rt
Adjusted Qlfy Distri Yr5$71,409AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,206,862NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.032358DistributionYr5Rt
Total Distribution0.133870TotalDistributionRt
Average Distribution0.026774AverageDistributionRt
Net Vl Noncharitable Assets$6,179,223NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$165,443AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$572NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$166,015AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$44,970QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,145InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,145SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,533EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,533TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$9,388OverpaymentAmt
Applied To ES Tax$9,388AppliedToESTaxAmt
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 StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCARL HOLBORNIndividualWithBooksNm
Phone4142765000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 E WISCONSIN AVE STE 1400AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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)
PersonCARL HOLBORNPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E WISCONSIN AVE STE 1400AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
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$6,020,519AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$252,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,273,323TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,273,323AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,100CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,179,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$308,961MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$308,961MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,145TaxBasedOnInvestmentIncomeAmt
Total Tax$1,145TotalTaxAmt
Distributable Before Adj$307,816DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$307,816DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$307,816DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$44,970ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$44,970QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$44,970AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$307,816DistributableAsAdjustedAmt
Undistributed Income PY$36,599UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$44,970QualifyingDistributionsAmt
Applied To Year1$36,599AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$8,371AppliedToCurrentYearAmt
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$299,445UndistributedIncomeCYAmt
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

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1FIDELITY CHARITABLE GIFT FUNDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOXAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45277ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$40,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$40,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,184ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,034ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,248ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$113,466ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,466TotalIncomeProducingActyAmt

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE FIXED INCOME FROM CORPORATE AND TREASURY BONDSBondNm
EOY Book Value$2,394,567EOYBookValueAmt
EOYFMV$2,429,146EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITIES$2,368,825$2,742,266
INTERNATIONAL EQUITIES$1,068,979$1,240,642

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PROFESSIONAL FEES$4,970$0$4,970
INVESTMENT FEES$57,416$57,416$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$2,321Amt
Net Investment Income$2,329NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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