CONSTABLE FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CONSTABLE FOUNDATION (EIN 04-3298114)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-03
IRS object ID
202023089349100322
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)
Return2020-11-03T11:03:26-08:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043176574PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Richardson & Company PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1165 Village StreetAddressLine1Txt
CityMedwayCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02053ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043298114EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Constable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCONSBusinessNameControlTxt
Phone5086501250PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonAmelia Yale ConstablPersonNm
Person TitleTrusteePersonTitleTxt
Signature2020-11-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSteven M RichardsonPreparerPersonNm
PTINP00329568PTIN
Phone5085336426PhoneNum
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$2,325,182FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$162,659DividendsRevAndExpnssAmt
Dividends Net Invst Incm$162,659DividendsNetInvstIncmAmt
Dividends Adj Net Incm$162,659DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$3,381NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,636GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$3,381CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$166,040TotalRevAndExpnssAmt
Total Net Invst Incm$166,040TotalNetInvstIncmAmt
Total Adj Net Incm$162,659TotalAdjNetIncmAmt
Taxes Rev And Expnss$500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$25,604OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25,604OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$26,104TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,604TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,683ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,683ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$139,787TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,604TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$113,683TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$26,253ExcessRevenueOverExpensesAmt
Net Investment Income$140,436NetInvestmentIncomeAmt
Adjusted Net Income$162,659AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$297,335CashBOYAmt
Cash EOY$207,482CashEOYAmt
Cash EOYFMV$207,482CashEOYFMVAmt
Other Investments BOY$1,788,790OtherInvestmentsBOYAmt
Other Investments EOY$1,900,821OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,117,700OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,086,125TotalAssetsBOYAmt
Total Assets EOY$2,108,303TotalAssetsEOYAmt
Total Assets EOYFMV$2,325,182TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,086,125CapitalStockBOYAmt
Capital Stock EOY$2,108,303CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,086,125TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,108,303TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,086,125TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,108,303TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,086,125TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$26,253ExcessRevenueOverExpensesAmt
Subtotal$2,112,378SubtotalAmt
Other Decreases$4,075OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,108,303TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS S/TP2019-01-012019-12-31$71$72-$1-$1
UBS L/TP1995-01-012019-12-31$24,565$21,183$3,382$3,382
FieldValueIRS element (for citing)
Capital Gain Net Income$3,381CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$51,273AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,203,065NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02327DistributionYr1Rt
Adjusted Qlfy Distri Yr2$7,024AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,038,719NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.00676DistributionYr2Rt
Adjusted Qlfy Distri Yr3$457AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$232,577NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.00197DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,257AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$127,045NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.06499DistributionYr4Rt
Adjusted Qlfy Distri Yr5$9,257AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$141,104NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.06560DistributionYr5Rt
Total Distribution0.162597TotalDistributionRt
Average Distribution0.032519AverageDistributionRt
Net Vl Noncharitable Assets$2,188,491NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$71,168AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,404NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$72,572AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$113,683QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,404InvestmentIncomeExciseTaxAmt
Subtotal$1,404SubtotalAmt
Tax Based On Investment Income$1,404TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$251EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$251TotalPaymentsAndCreditsAmt
Tax Due$1,153TaxDueAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
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 Line1Amelia Yale ConstableBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086501250PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line197 Bullard StreetAddressLine1Txt
CitySherbornCityNm
State AbbreviationMAStateAbbreviationCd
ZIP01770ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
Amelia Yale Constable
97 Bullard StreetSherbornMA017701436Trustee0.50$0
Claire Constable
Trustee0.25$068 Compagne GardensLondonUK
Isabel Dora Constable
PO Box 2188ShiprockNM87420Trustee0.25$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$1,947,446AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$274,372AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,221,818TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,221,818AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,327CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,188,491NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,425MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,425MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,404TaxBasedOnInvestmentIncomeAmt
Total Tax$1,404TotalTaxAmt
Distributable Before Adj$108,021DistributableBeforeAdjAmt
Distributable Before Ded$108,021DistributableBeforeDedAmt
Distributable As Adjusted$108,021DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$113,683ExpensesAndContributionsAmt
Qualifying Distributions$113,683QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,404PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$112,279AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$108,021DistributableAsAdjustedAmt
Undistributed Income PY$108,787UndistributedIncomePYAmt
Qualifying Distributions$113,683QualifyingDistributionsAmt
Applied To Year1$108,787AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,896AppliedToCurrentYearAmt
Undistributed Income CY$103,125UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
MULTI SERVICE EATING DISORDERS ASSOC
288 WALNUT STREETNEWTONMA02460NONEN/AOPERATING COSTS$1,000
BIRD CONSERVATION FUND
1346 GILMAN STREETBERKELEYCA94706NONEN/AOPERATING COSTS$17,000
STUDENT CONSERVATION ASSOC
689 RIVER ROADCHARLESTOWNNH03603NONEN/AOPERATING COSTS$5,000
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTHSALT LAKE CITYUT84111NONEN/AOPERATING COSTS$500
SOLOMON ISLANDS CONSER PROJ
1306 STANFORD DRIVECORAL GABLESFL33146NONEN/AOPERATING COSTS$15,000
FRIENDS OF CEDAR MESA
PO BOX 338BLUFFUT84512NONEN/AOPERATING COSTS$500
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011NONEN/AOPERATING COSTS$2,000
ENVIRONMENT NEW MEXICO RESEARCH
PO BOX 40173ALBUQUERQUENM87196NONEN/AOPERATING COSTS$1,000
WILD EARTH GUARDIANS
516 ALTO STREETSANTA FENM87196NONEN/AOPERATING COSTS$250
XERCES SOCIETY FOR INVERTEBRATE CON
PO BOX 97387WASHINGTONDC20090NONEN/AOPERATING COSTS$1,000
CICHAZ USA
3693 PREAKNESS CIRCLECOLLEGE STATIONTX77845NONEN/AOPERATING COSTS$1,000
BLUE SPHERE FOUNDSEAL LEGACY
888 7TH AVENEW YORKNY10106NONEN/AOPERATING COSTS$1,000
GLOBAL WILDLIFE CONSERVATION
PO BOX 129AUSTINTX78768NONEN/AOPERATING COSTS$3,659
DEMOCRACY NOW
2017 W 25TH STREETNEW YORKNY10001NONEN/AOPERATING COSTS$1,000
NEW MEXICO WILDERNESS ALLIANCE
142 TRUMAN STREET NEALBUQUERQUENM87108NONEN/AOPERATING COSTS$2,000
SIERRA CLUB FOUNDATION
2101 WEBSTER STREETOAKLANDCA94612NONEN/AOPERATING COSTS$1,000
WIKIMEDIA FOUNDATION
PO BOX 98204WASHINGTONDC20090NONEN/AOPERATING COSTS$500
PLANNED PARENTHOOD FEDERATION OF AM
PO BOX 97166WASHINGTONDC20090NONEN/AOPERATING COSTS$1,000
FOUNDATION FIGHTING BLINDNESS
PO BOX 172179BALTIMOREMD21298NONEN/AOPERATING COSTS$1,000
EARTHWATCH INSTITUTE
1380 SOLDIERS FIELD ROADBOSTONMA02135NONEN/AOPERATING COSTS$12,924
NATIONAL AUDUBON SOCIETY
225 VARICK STREETNEW YORKNY10014NONEN/AOPERATING COSTS$1,000
GREAT OLD BROADS FOR WILDERNESS
605 E 7TH AVENUEDURANGOCO81301NONEN/AOPERATING COSTS$500
HIGH COUNTRY NEWS RESEARCH FUND
PO BOX 1090PAONIACO81428NONEN/AOPERATING COSTS$250
KIDS DANCE OUTREACH
456 N MERIDIAN STREETINDIANAPOLISIN46244NONEN/AOPERATING COSTS$1,000
NEW MEXICO PBS
1130 UNIVERSITY BLVDALBUQUERQUENM87102NONEN/AOPERATING COSTS$250
THE FAMILY RESTORED
17 BISHOP STREETPORTLANDME04103NONEN/AOPERATING COSTS$1,000
THE ROUNDHOUSE TRUST
NONEN/AOPERATING COSTS$6,350Chalk Farm RoadCamdenLONDONUKNW1 BEH
PARTNERS FOR CHANGE ETHOPIA
NONEN/AOPERATING COSTS$35,000Kings ParadeCambridgeCAMBRIDGEUKCB2 1SP
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,683TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$162,659ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,381RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$162,659ExclusionAmt
Related Or Exempt Function Incm$3,381RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$166,040TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescChange in Investment HoldingsDesc
Amt$4,075Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ASSET MANAGEMENT FEES$25,404$25,404
BANK CHARGES$200$200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFederal TaxesCategoryTxt
Amt$500Amt

Comments

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