BETA

HEISER FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
HEISER FOUNDATION INC (EIN 59-3670526)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-08-18
IRS object ID
202012319349100001
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)
Return2020-08-18T07:40:27-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN813654053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CERTIFIED FINANCIAL & TAXBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line117 OLD KINGS RD N STE JAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN593670526EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HEISER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHEISBusinessNameControlTxt
Phone3869869414PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 PAVILION CTAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEVE BARNIERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone3869869414PhoneNum
Signature2020-08-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHEN BARNIER CPAPreparerPersonNm
PTINP00646386PTIN
Phone3864454997PhoneNum
Preparation2020-08-17PreparationDt
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$3,676,686FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,505ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,365InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,365InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,365InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$80,743DividendsRevAndExpnssAmt
Dividends Net Invst Incm$80,743DividendsNetInvstIncmAmt
Dividends Adj Net Incm$80,743DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$326,250NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$326,250GrossSalesPriceAmt
Other Income Rev And Expnss$2,442,817OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$2,442,817OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$2,856,680TotalRevAndExpnssAmt
Total Net Invst Incm$84,108TotalNetInvstIncmAmt
Total Adj Net Incm$2,526,925TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$8,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,000LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$700AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$16,374OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,374OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,086TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,086TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$8,386OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$8,386OccupancyNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$2,473TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$2,473TravConfMeetingNetInvstIncmAmt
Other Expenses Rev And Expnss$26,426OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$26,426OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26,100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$63,445TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$62,745TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$26,100TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,945TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$62,745TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$28,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,790,735ExcessRevenueOverExpensesAmt
Net Investment Income$21,363NetInvestmentIncomeAmt
Adjusted Net Income$2,526,925AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$79,823CashBOYAmt
Cash EOY$60,176CashEOYAmt
Cash EOYFMV$60,176CashEOYFMVAmt
Other Investments BOY$686,880OtherInvestmentsBOYAmt
Other Investments EOY$3,616,510OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,616,510OtherInvestmentsEOYFMVAmt
Total Assets BOY$766,703TotalAssetsBOYAmt
Total Assets EOY$3,676,686TotalAssetsEOYAmt
Total Assets EOYFMV$3,676,686TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$766,703NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,676,686NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$766,703TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,676,686TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$766,703TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,676,686TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$766,703TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,790,735ExcessRevenueOverExpensesAmt
Other Increases$119,248OtherIncreasesAmt
Subtotal$3,676,686SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,676,686TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$428,035NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052215DistributionYr1Rt
Adjusted Qlfy Distri Yr2$11,300AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$2,491AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$1,500AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$3,949AdjustedQlfyDistriYr5Amt
Total Distribution0.052215TotalDistributionRt
Average Distribution0.052215AverageDistributionRt
Net Vl Noncharitable Assets$2,188,369NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$114,266AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$214NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$114,480AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$28,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$427InvestmentIncomeExciseTaxAmt
Subtotal$427SubtotalAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Tax Due$427TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 AddressWWW.THEHEISERFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksSTEVE BARNIERIndividualWithBooksNm
Phone3869869414PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 OLD KINGS ROAD STE JAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
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
STEVE BARNIER
17 OLD KINGS ROAD STE JPALM COASTFL32137SECRETARY2.00$0$0$0
GARY SHERWOOD
10238 JAMES RIVER ROADSHIPMANVA22974PRESIDENT2.00$0$0$0
LINDA KEITH
10 BEACH STREETST AUGUSTINEFL32080TREASURER2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SUPPORT FOR CHILDREN WITH MILITARY CONNECTION AND ORGANIZATIONS THAT SUPPORT CHILDREN WITH MILITARY CONNECTIONS. INCLUDES SCHOLARSHIPS TO STUDENTS AND GRANTS TO ORGANIZATIONS.Description1Txt
Expenses1$28,600Expenses1Amt

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$2,151,695AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,999AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,221,694TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,221,694AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,188,369NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,418MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,418MinimumInvestmentReturnAmt
Tax Based On Investment Income$427TaxBasedOnInvestmentIncomeAmt
Total Tax$427TotalTaxAmt
Distributable Before Adj$108,991DistributableBeforeAdjAmt
Distributable Before Ded$108,991DistributableBeforeDedAmt
Distributable As Adjusted$108,991DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$28,600ExpensesAndContributionsAmt
Qualifying Distributions$28,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$28,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,991DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$2,123ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$285ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$2,500ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$11,300ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$948ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$17,156TotalExcessDistributionCyovAmt
Qualifying Distributions$28,600QualifyingDistributionsAmt
Applied To Current Year$28,600AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$17,156ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$17,156ExcessDistributionCyovAppCYAmt
Undistributed Income CY$63,235UndistributedIncomeCYAmt

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 Line1TEENS IN FLIGHTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line123 FELWOOD LANEAddressLine1Txt
CityPALM COASTCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32137ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeMILITARY TEEN PILOTING PROGRAMGrantOrContributionPurposeTxt
Amt$2,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$3,365ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$80,743ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$326,250ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescHEISER ESTATE & TRUSTDesc
Exclusion25ExclusionCd
Exclusion$2,442,817ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$2,853,175ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,853,175TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS USED FOR CHARITABLE PURPOSES
7INVESTMENT INCOME USED FOR CHARITABLE PURPOSES

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$700Amt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
Asset10 LIVE OAKAssetDesc
Acquired2018-04AcquiredDt
How AcquiredDONATIONHowAcquiredTxt
Sold2019-03SoldDt
Gross Sales Price$326,250GrossSalesPriceAmt
Total Net$326,250TotalNetAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (8 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
TD AMERITRADEFMV$523,157$523,157
LPL (1061-1866)FMV$363,535$363,535
LPL (7716-1370)FMV$687,636$687,636
LPL (1713-1665)FMV$48,298$48,298
BB&T INVESTMENTSFMV$678,691$678,691
COMMUNITY FIRST SAVINGSFMV$160,294$160,294
LINCOLN FINANCIALFMV$150,000$150,000
VANGUARDFMV$1,004,899$1,004,899

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$8,000LegalFeesAmt
Net Investment Income$8,000NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
SCHOLARSHIPS$23,600$23,600$23,600
GRANTS$2,500$2,500$2,500
OPERATION COSTS$326$326

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescHEISER ESTATE & TRUSTDesc
Revenue And Expenses Per Books$2,442,817RevenueAndExpensesPerBooksAmt
Adjusted Net Income$2,442,817AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/LOSS ON INVESTMENTSDesc
Amt$119,248Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FINANCIAL ADVISOR$16,275$16,275
OTHER$99$99

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$1,086Amt
Net Investment Income$1,086NetInvestmentIncomeAmt

Comments

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