ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
ROBERTA AND RUSSELL HOUSMAN CHARITABLE FOUNDATION INC (EIN 27-1364347)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-17
IRS object ID
202003229349100710
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)
Return2020-11-17T06:05:00-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472528349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Joseph A Wagner CPA PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1844 East Manchester RdAddressLine1Txt
CityManchester CenterCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05255ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271364347EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Roberta and Russell HousmanBusinessNameLine1Txt
Business Name Line2Charitable Foundation IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone8023756643PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRUSSELL F HOUSMANPersonNm
Person TitlePresidentPersonTitleTxt
Signature2020-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJoseph A WagnerPreparerPersonNm
PTINP01075206PTIN
Phone8023629086PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$108,502FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,630ContriRcvdRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss$23NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$23GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$23CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,062OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$25,715TotalRevAndExpnssAmt
Total Net Invst Incm$23TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss$8,960OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$8,960OthEmplSlrsWgsDsbrsChrtblAmt
Taxes Rev And Expnss$724TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$724TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,716OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$3,716OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,400TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,880ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,880ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$24,280TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,280TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,435ExcessRevenueOverExpensesAmt
Net Investment Income$23NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,974CashBOYAmt
Cash EOY$2,693CashEOYAmt
Cash EOYFMV$2,693CashEOYFMVAmt
Corporate Stock BOY$88,135CorporateStockBOYAmt
Corporate Stock EOY$105,799CorporateStockEOYAmt
Corporate Stock EOYFMV$105,809CorporateStockEOYFMVAmt
Total Assets BOY$93,109TotalAssetsBOYAmt
Total Assets EOY$108,492TotalAssetsEOYAmt
Total Assets EOYFMV$108,502TotalAssetsEOYFMVAmt
Other Liabilities BOY$4,321OtherLiabilitiesBOYAmt
Other Liabilities EOY$18,269OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,321TotalLiabilitiesBOYAmt
Total Liabilities EOY$18,269TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$88,788NoDonorRstrNetAssestsBOYAmt
Tot Net Ast Or Fund Balances BOY$88,788TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$90,223TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$93,109TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$108,492TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$88,788TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,435ExcessRevenueOverExpensesAmt
Subtotal$90,223SubtotalAmt
Tot Net Ast Or Fund Balances EOY$90,223TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
Property660.942 Gabelli DIVD & Income TR RTSPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2010-01-01AcquiredDt
Sold2019-11-14SoldDt
Gross Sales Price$23GrossSalesPriceAmt
Gain Or Loss$23GainOrLossAmt
Gains Minus Excess Or Losses$23GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$23CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$23,415AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$96,970NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.24147DistributionYr1Rt
Adjusted Qlfy Distri Yr2$17,729AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$93,251NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.19012DistributionYr2Rt
Adjusted Qlfy Distri Yr3$18,530AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$91,191NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.20320DistributionYr3Rt
Adjusted Qlfy Distri Yr4$17,576AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$93,855NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.18727DistributionYr4Rt
Adjusted Qlfy Distri Yr5$12,380AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$112,430NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.11011DistributionYr5Rt
Total Distribution0.932168TotalDistributionRt
Average Distribution0.186434AverageDistributionRt
Net Vl Noncharitable Assets$106,874NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$19,925AdjNetVlNoncharitableAssetsAmt
Adj Nonchrtbl Net Invst Incm Pct$19,925AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$24,280QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

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 StateVTOrgReportOrRegisterStateCd
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 Line1Russell HousmanBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8023756643PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
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
RUSSELL F HOUSMAN
38 MCKEE RODARLINGTONVT05250President0.00$0
JUNE WEISS
258 STEAMBOAT RDGREAT NECKNY11024Secretary0.00$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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,693AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$105,809FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$108,502TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$108,502AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,628CashDeemedCharitableAmt
Net Vl Noncharitable Assets$106,874NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,344MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,344MinimumInvestmentReturnAmt
Distributable Before Adj$5,344DistributableBeforeAdjAmt
Distributable Before Ded$5,344DistributableBeforeDedAmt
Distributable As Adjusted$5,344DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,280ExpensesAndContributionsAmt
Qualifying Distributions$24,280QualifyingDistributionsAmt
Adjusted Qualifying Distri$24,280AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,344DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,834ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,955ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,040ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$17,759ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$18,644ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$70,232TotalExcessDistributionCyovAmt
Qualifying Distributions$24,280QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,344AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,936RemainingDistriFromCorpusAmt
Total Corpus$89,168TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,834ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$82,334ExcessDistriCyovToNextYrAmt
Excess From Year4$12,955ExcessFromYear4Amt
Excess From Year3$14,040ExcessFromYear3Amt
Excess From Year2$17,759ExcessFromYear2Amt
Excess From Year1$18,644ExcessFromYear1Amt
Excess From Current Year$18,936ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRUSSELL HOUSMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line138 MCKEE ROADAddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8023756643RecipientPhoneNum
Form And Info And MaterialsALL APPLICATIONS FOR FUNDS ARE TO BE SUBMITTED IN WRITING.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsGEOGRAPHIC AREA OF SOUTHWESTERN VERMONT AND SECONDARILY GEOGRAPHIC AREA OF NORTHWESTERN MASSACHUSETTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENNINGTON MEALS ON WHEELS
124 PLEASANT STBENNINGTONVT05201N/AFOOD FOR THE ELDERLY$1,000
SAGE CITY SYMPHONY
BOX 547SHAFTSBURYVT05262N/ACOMMUNITY MUSIC PROGRAM$500
MARTHA CANFIELD LIBRARY
EAST ARLINGTON RDARLINGTONVT05250N/AFREE LIBRARY PROGRAM SUPPORT$500
ARLINGTON MEMORIAL HIGH SCHOOL
529 E ARLINGTON RDARLINGTONVT05250N/AEDUCATIONAL SCHOLARSHIPS$3,330
Battenkill Valley Health
9 Church StreetArlingtonVT05250N/AFor Health Services$300
Southwestern Vermont Health Auxilia
100 Hospital DrBenningtonVT05201N/Ahealth Care$4,000
Manchester Community Library
138 Cemetery AvenueManchester CenterVT05255N/AVarious Public Events$500
Sierra Club
2101 Webster St Suite 1300OaklandCA94612N/AAnnual Fund$100
Sunray Meditation Center
2202 Downingsville RoadLincolnVT05443N/AAnnual Fund$200
Real Art Ways
59 Arbor StreetHartfordCT06106N/AAnnual Fund$250
Hunger Free Vermont
38 Eastwood DriveSouth BurlingtonVT05403N/AAnnual Fund$100
Joslyn Dickie
Carpenter LaneBenningtonVT05201N/ANursing scholarship$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,880TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,062RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$23RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,085RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,085TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINVESTMENT INCOME PRODUCES & SUSTAINS RESOURCES FOR CHARITABLE PURPOSE.RelationshipStatementTxt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRussell HousmanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line138 McKee RoadAddressLine1Txt
CityArlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05250ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,630TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment fees$153$153
Other Expenses$2,550$2,550
Payroll Processing$1,013$1,013

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$4,062RevenueAndExpensesPerBooksAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Unrealized Change in Investments$4,321$18,052
Payroll Exchange$217

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Other Taxes$39$39
Payroll Taxes$685$685

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