THE WESSEL FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE WESSEL FOUNDATION (EIN 43-1944939)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-26
IRS object ID
202023009349100232
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)
Return2020-10-26T19:43:54-07:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Timothy J DeRousse CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1999 Executive Parkway Dr Ste104AddressLine1Txt
CitySaint LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631416336ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431944939EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Wessel FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWESSBusinessNameControlTxt
Phone3145900001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14805 Oakridge Park CourtAddressLine1Txt
CitySt LouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63129ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJ Scott WesselPersonNm
Person TitleTrusteePersonTitleTxt
Phone3145900001PhoneNum
Signature2020-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTimothy J DeRousse CPAPreparerPersonNm
PTINP00361181PTIN
Phone6185418030PhoneNum
Preparation2020-10-26PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.221.106.74IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-26IPDt
IP Tm19:43:49IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionCreationDeviceId
At Submission Filing Device Id6C9B1A35775087DBDB8A6D25ECA509C7F6C27838AtSubmissionFilingDeviceId
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$167,463FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,650ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$4,033DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,033DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$10,683TotalRevAndExpnssAmt
Total Net Invst Incm$4,033TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$858AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$858AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$858AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$175OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$175OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$175OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$0TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$1,033TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,033TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,033TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,033TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,033TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,033TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$650ExcessRevenueOverExpensesAmt
Net Investment Income$3,000NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$375CashBOYAmt
Cash EOY$998CashEOYAmt
Cash EOYFMV$998CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,065SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,065SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,065SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$45,300CorporateStockBOYAmt
Corporate Stock EOY$45,300CorporateStockEOYAmt
Corporate Stock EOYFMV$156,400CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$55,740TotalAssetsBOYAmt
Total Assets EOY$56,363TotalAssetsEOYAmt
Total Assets EOYFMV$167,463TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$55,740NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$56,363NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$55,740TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$56,363TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$55,740TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$56,363TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$55,740TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$650ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$56,391SubtotalAmt
Other Decreases$28OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$56,363TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,936AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$173,180NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.057374DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,702AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$154,138NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062944DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,992AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$141,570NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056453DistributionYr3Rt
Adjusted Qlfy Distri Yr4$6,961AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$136,730NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050911DistributionYr4Rt
Adjusted Qlfy Distri Yr5$6,687AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$136,234NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.049085DistributionYr5Rt
Total Distribution0.276767TotalDistributionRt
Average Distribution0.055353AverageDistributionRt
Net Vl Noncharitable Assets$174,953NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,684AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$30NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,714AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,033QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$30InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$30SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$30TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMOOrgReportOrRegisterStateCd
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 BooksJ Scott WesselIndividualWithBooksNm
Phone3145900001PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14805 Oakridge Park Court StAddressLine1Txt
CityLouisCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63149ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J Scott Wessel
4805 Oakridge Park CtSt LouisMO63129President1.00$0$0$0
Kathleen M Wessel
4805 Oakridge Park CtSt LouisMO63129Secretary/Treasurer0.50$0$0$0
Jennifer A Kriner
5620 Woodworth WayIndianapolisIN46237V.P. of Public Relations0.30$0$0$0
Amy A Corbin
805 Sunrise Viking LaneWestfieldIN46074V.P. of Operations0.30$0$0$0
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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Contributions to locally based non-profit organizations engaged in religious ministry and charitable community services such as the provision of housing needs for underprivledged and homelessDescription1Txt
Expenses1$9,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$166,446AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,171AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$177,617TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$177,617AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,664CashDeemedCharitableAmt
Net Vl Noncharitable Assets$174,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,748MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,748MinimumInvestmentReturnAmt
Tax Based On Investment Income$30TaxBasedOnInvestmentIncomeAmt
Total Tax$30TotalTaxAmt
Distributable Before Adj$8,718DistributableBeforeAdjAmt
Distributable Before Ded$8,718DistributableBeforeDedAmt
Distributable As Adjusted$8,718DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,033ExpensesAndContributionsAmt
Qualifying Distributions$10,033QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$30PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,003AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,718DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$6,706ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$172ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,017ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,726ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$9,964ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$34,585TotalExcessDistributionCyovAmt
Qualifying Distributions$10,033QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$10,033RemainingDistriFromCorpusAmt
Total Corpus$44,618TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,718UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$6,706ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$37,912ExcessDistriCyovToNextYrAmt
Excess From Year4$172ExcessFromYear4Amt
Excess From Year3$8,017ExcessFromYear3Amt
Excess From Year2$9,726ExcessFromYear2Amt
Excess From Year1$9,964ExcessFromYear1Amt
Excess From Current Year$10,033ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJ Scott Wessel contributed assets 5ContributingManagerNm
Contributing ManagerJ Scott Wessel contributed assets 5ContributingManagerNm
Contributing ManagerJ Scott Wessel contributed assets 5ContributingManagerNm
Contributing ManagerJ Scott Wessel contributed assets 5ContributingManagerNm
Contributing ManagerJ Scott Wessel contributed assets 5ContributingManagerNm
Contributing ManagerJ Scott Wessel contributred assetsContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sisters of Loretto Hispanic
590 E Lockwood AveSt LouisMO63119501(c)(3)religious$1,000
Ursuline Academy
341 S Sappington RoadOaklandMO63122501(c)(3)religious$1,000
Notre Dame Middle School
320 E Ripa AveSt LouisMO63125501(c)(3)educational institution$1,000
Marian Middle School
4130 Wyoming StreetSt LouisMO63116501(c)(3)educational institution$1,000
The Little Bit Foundation
516 Hanley Industrial CtBrentwoodMO63144501 (c) (3)aid to needy students$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,033ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$4,033ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,033TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4,8LineNumberTxt
Relationship StatementFoundation assets were invested for dividends to produce cash for distribution to religious organizationsRelationshipStatementTxt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMorgan Stanley 033128016350StockNm
EOY Book Value$45,300EOYBookValueAmt
EOYFMV$156,400EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFederal TaxDesc
Amt$28Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Descrounding adj.Desc
Amt$1Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMorgan Stanley Bank ChargesCategoryTxt
Amt$175Amt
Net Investment Income$175NetInvestmentIncomeAmt

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