WINSTON FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WINSTON FAMILY FOUNDATION (EIN 59-2678732)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349104048
- 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
- Form 990-PF
- Schedule B
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Increases Schedule
- Other Increases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Other Professional Fees Schedule
- Other Professional Fees Schedule
- Other Professional Fees Schedule
- Other Professional Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T14:58:45-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Frazier & Frazier Attys at Law PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 Riverside Ave Ste A | AddressLine1Txt |
| City | Jacksonville | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592678732 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINSTON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WINS | BusinessNameControlTxt |
| Phone | 9043587269 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 II RIVERSIDE AVENUE SUITE 619 | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H WINSTON JR | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2020-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | D KENT SAUSAMAN | PreparerPersonNm |
| PTIN | P01870451 | PTIN |
| Phone | 9043535616 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.231.19.124 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 5018702020196j000741 | FederalOriginalSubmissionId |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 019CEDF5BEBB6F19A4B7993711ED979D3CFA41DF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 68D6F0F850E9A13AB3A57A410EC5D8D36ECA1134 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $112,649,559 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,416,873 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $81,699 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,580,519 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,340,621 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,311,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,936,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,316,468 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,902 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,315 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $69,420,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,744,445 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $120,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,500 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $206,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $205,383 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $617 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $72,347 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $867 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $867 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $26,121 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $26,121 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,591 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,591 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $497,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $448,809 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $617 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,365,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,365,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,863,519 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $448,809 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,366,592 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $67,557,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,295,636 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $75 | CashEOYAmt |
| Cash EOYFMV | $75 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $102,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,572,705 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,572,705 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $31,149,895 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,513,004 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $81,204,546 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $513,200 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,945,777 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $13,912,052 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $24,292 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $867 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $23,425 | LandEOYAmt |
| Land EOYFMV | $23,425 | LandEOYFMVAmt |
| Other Assets EOY | $12,936,756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $12,936,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $31,766,061 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,991,742 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $112,649,559 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,200 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,200 | TotalLiabilitiesEOYAmt |
| Capital Stock BOY | $31,766,061 | CapitalStockBOYAmt |
| Capital Stock EOY | $99,991,742 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $31,766,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,991,742 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $31,766,061 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,992,942 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $31,766,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $67,557,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $668,547 | OtherIncreasesAmt |
| Subtotal | $99,991,742 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $99,991,742 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| UBS 90042 ST | D | 2019-11-15 | $180,634 | $163,657 | $16,977 | $16,977 | |
| ML 02957 ST | D | 2019-12-11 | $1,120,877 | $1,027,980 | $92,897 | $92,897 | |
| UBS 90072 LT | D | 2019-12-12 | $168,337 | $133,642 | $34,695 | $34,695 | |
| ML 956 | D | 2019-11-25 | $100,000 | $100,000 | |||
| OAKTREE ST | D | 2019-11-27 | $51 | $51 | $51 | ||
| OAKTREE LT | D | 2019-08-20 | $292 | $292 | $292 | ||
| MORGAN CREEK BP ST | D | 2019-12-31 | $1,551 | $1,551 | $1,551 | ||
| MORGAN CREEK BP LT | D | 2019-12-31 | $693 | -$693 | -$693 | ||
| MORGAN CREEK II ST | D | 2019-12-31 | $7 | $7 | $7 | ||
| MORGAN CREEK II LT | D | 2019-12-31 | $3,600 | $3,600 | $3,600 | ||
| LPMC, INC. | D | 2019-12-31 | $23,117,030 | $21,404,510 | $1,712,520 | $1,712,520 | 1990-01-04 |
| UBS 72161 ST | D | 2019-12-11 | $48,239 | $43,789 | $4,450 | $4,450 | |
| UBS 72161 LT | D | 2019-12-11 | $1,164,496 | $858,455 | $306,041 | $306,041 | |
| UBS 00180 ST | D | 2019-12-30 | $1,348,334 | $1,435,642 | -$87,308 | -$87,308 | |
| UBS 00180 LT | D | 2019-12-30 | $29,712,939 | $21,484,745 | $8,228,194 | $8,228,194 | |
| SEE ATTACHED WORKSHEET | $24,785,480 | $22,920,389 | $1,865,091 | $1,865,091 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,316,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Adjusted Qlfy Distri Yr1 | $342,323 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $38,456,288 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.008902 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $119,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,515,755 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047528 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $62,202 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,592,856 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039051 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $62,023 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,486,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041718 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $75,804 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,457,684 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052003 | DistributionYr5Rt |
| Total Distribution | 0.189202 | TotalDistributionRt |
| Average Distribution | 0.037840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $69,402,096 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,626,175 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $122,956 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,749,131 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,366,592 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $245,913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $245,913 | SubtotalAmt |
| Tax Based On Investment Income | $245,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,615 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $275,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $299,615 | TotalPaymentsAndCreditsAmt |
| Overpayment | $53,702 | OverpaymentAmt |
| Applied To ES Tax | $53,702 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | JAMES H WINSTON JR - TRUSTEE | IndividualWithBooksNm |
| Phone | 9043587269 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 II RIVERSIDE AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ROBERT W WINSTON | ||||||
| 601 II RIVERSIDE AVE 619 | JACKSONVILLE | FL | 32204 | TRUSTEE | 10 | $30,000 |
| JAMES H WINSTON-JR | ||||||
| 601II RIVERSIDE AVE-619 | JACKSONVILLE | FL | 32204 | TRUSTEE | 10 | $30,000 |
| MARY M WINSTON | ||||||
| 601II RIVERSIDE AVE-619 | JACKSONVILLE | FL | 32204 | TRUSTEE | 10 | $30,000 |
| CHARLES WINSTON | ||||||
| 601II RIVERSIDE AVE-619 | JACKSONVILLE | FL | 32204 | TRUSTEE | 10 | $30,000 |
| FRANKLIN BEARD | ||||||
| 601II RIVERSIDE AVE-619 | JACKSONVILLE | FL | 32204 | TRUSTEE | 10 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 HARBOR BLVD | AddressLine1Txt |
| City | WEEHAWKEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07086 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $116,284 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $57,090,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $206,545 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,162,079 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $70,458,981 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $70,458,981 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,056,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $69,402,096 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,470,105 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,470,105 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $245,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $245,913 | TotalTaxAmt |
| Distributable Before Adj | $3,224,192 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,224,192 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,224,192 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,366,592 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,366,592 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,366,592 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,224,192 | DistributableAsAdjustedAmt |
| Qualifying Distributions | $1,366,592 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,366,592 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $1,857,600 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| VIRGINIA EPISCOPAL SCH | ||||||
| 400 VES ROAD | LYNCHBURG | VA | 24503 | 501C3 | GENERAL USE | $76,667 |
| ISLEBORO COMMUNITY FND | ||||||
| PO BOX 166 | ISLESBORO | ME | 04848 | 501C3 | GENERAL USE | $15,000 |
| JAX UNITY PLAZA INC | ||||||
| 6675 CORPORATE CENTER P | JACKSONVILLE | FL | 32216 | 501C3 | GENERAL USE | $20,177 |
| ST JOHNS RIVERKEEPER IN | ||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | 501C3 | GENERAL USE | $1,000 |
| ST MARKS CHURCH FND | ||||||
| 4129 OXFORD AVE | JACKSONVILLE | FL | 32210 | 501C3 | GENERAL USE | $19,406 |
| NATL CNTR FAMILY PHILAN | ||||||
| 1667 K ST NW STE 550 | WASHINGTON | DC | 20006 | 501C3 | GENERAL USE | $9,900 |
| YMCA OF FLORIDAS FIRST | ||||||
| 221 RIVERSIDE AVE | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $108,085 |
| MUSEUM OF CONTEMPORARY | ||||||
| 333 N LAURA ST | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $6,000 |
| JAX CHAMBER FOUNDATION | ||||||
| 3 INDEPENDENT DR | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $26,331 |
| THE COMMUNITY FOUNDATIO | ||||||
| 245 RIVERSIDE AVE STE 3 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $296,742 |
| PUBLIC TRUST ENVIRONMEN | ||||||
| 2029 NORTH THIRD ST | JACKSONVILLE B | FL | 32250 | 501C3 | GENERAL USE | $25,480 |
| EPISCOPAL SCHOOL OF JAX | ||||||
| 4455 ATLANTIC BLVD | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $56,500 |
| UNIVERSITY OF NORTH CAR | ||||||
| PO BOX 309 | CHAPEL HILL | NC | 27514 | 501C3 | GENERAL USE | $51,500 |
| THE BEACON PROJECT | ||||||
| PO BOX 1135 | ISLESBORO | ME | 04848 | 501C3 | GENERAL USE | $25,000 |
| CATHEDRAL ARTS PROJECT | ||||||
| 207 N LAURA ST STE 300 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $7,500 |
| DOUGLAS ANDERSON SCHOO | ||||||
| 2445 SAN DIEGO ROAD | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $2,500 |
| JUNIOR ACHIEVEMENT | ||||||
| 4049 WOODCOCK DR STE 20 | JACKSONVILLE | FL | 32207 | 501C3 | GENERAL USE | $2,500 |
| JAX ZOO AND GARDEN | ||||||
| 370 ZOO PARKWAY | JACKSONVILLE | FL | 32218 | 501C3 | GENERAL USE | $1,000 |
| CUMMER MUSEUM | ||||||
| 829 RIVERSIDE AVE | JACKSONVILLE | FL | 32204 | 501C3 | GENERAL USE | $28,043 |
| UNITED WAY OF NE FL | ||||||
| 40 E ADAMS ST 200 | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $21,161 |
| ONEJAX | ||||||
| 1 UNF DR STE 2750 BLDG | JACKSONVILLE | FL | 32224 | 501C3 | GENERAL USE | $3,000 |
| WJCT PUBLIC BROADCASTIN | ||||||
| 100 FESTIVAL PARK AVE | JACKSONVILLE | FL | 32202 | 501C3 | GENERAL USE | $53,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,365,976 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,699 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,580,519 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $10,311,660 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,973,878 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,973,878 | TotalIncomeProducingActyAmt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JAMES H WINSTON REVOCABLE TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 II RIVERSIDE AVENUE | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,416,873 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 180 ST | AssetDesc |
| Gross Sales Price | $1,348,334 | GrossSalesPriceAmt |
| Basis | $1,435,642 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 180 LT | AssetDesc |
| Gross Sales Price | $29,712,939 | GrossSalesPriceAmt |
| Basis | $21,484,745 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 161 ST | AssetDesc |
| Gross Sales Price | $48,239 | GrossSalesPriceAmt |
| Basis | $43,789 | BasisAmt |
| Sales Expense | $3,696 | SalesExpenseAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 161 LT | AssetDesc |
| Gross Sales Price | $1,164,496 | GrossSalesPriceAmt |
| Basis | $854,759 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 042 ST | AssetDesc |
| Gross Sales Price | $180,634 | GrossSalesPriceAmt |
| Basis | $163,657 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | UBS 072 LT | AssetDesc |
| Gross Sales Price | $168,337 | GrossSalesPriceAmt |
| Basis | $133,642 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ML 732 LT | AssetDesc |
| Gross Sales Price | $100,000 | GrossSalesPriceAmt |
| Basis | $100,000 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | REDEMPTION OF LPMC, INC. COMMON STOCK | AssetDesc |
| Gross Sales Price | $23,117,030 | GrossSalesPriceAmt |
| Basis | $21,404,510 | BasisAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | ML 257 | AssetDesc |
| Gross Sales Price | $96,091 | GrossSalesPriceAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | UBS 72161 FIXED INCOME | BondNm |
| EOY Book Value | $13,945,777 | EOYBookValueAmt |
| EOYFMV | $13,912,052 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 72161 EQUITIES | $65,375 | $38,389 |
| UBS 72161 PREFERRED STOCK | $25,000 | $25,878 |
| UBS 00180 EQUITIES | $60,444,573 | $71,452,650 |
| UBS 00180 PREFERRED STOCK | $28,120 | $28,120 |
| UBS 90072 EQUITIES | $759,837 | $1,171,541 |
| UBS 90068 EQUITIES | $3,504,362 | $3,923,111 |
| UBS 90042 EQUITIES | $1,768,383 | $1,889,802 |
| UBS 90067 EQUITIES | $1,917,354 | $2,675,055 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| FURNITURE & FIXTURES | $20,040 | $715 | $19,325 | $19,325 |
| EDP EQUIPMENT | $4,252 | $152 | $4,100 | $4,100 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (8 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LPMC, INC. LIQUIDATION RECEIVABLE | $8,540,571 | $8,540,571 |
| FLORIDA CAPITAL GROUP, INC | $10,067 | $10,067 |
| CEDAR CS TECH | $41,131 | $41,131 |
| RIDGEWOOD ENERGY | $13,696 | $13,696 |
| APIS DV LTD | $2,464,384 | $2,464,384 |
| MORGAN CREEK II | $96,524 | $96,524 |
| MORGAN CREEK BRIC PLUS | $25,879 | $25,879 |
| MERCHANTS PLAZA | $1,744,504 | $1,744,504 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REPAIRS & MAINTENANCE | Desc |
| Revenue And Expenses Per Books | $5,343 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,343 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POSTAGE & COURIER | Desc |
| Revenue And Expenses Per Books | $121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DOMAIN NAMES | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUES & SUBSCRIPTIONS | Desc |
| Revenue And Expenses Per Books | $7,355 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,355 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIRECTOR & OFFICERS INSURANCE | Desc |
| Revenue And Expenses Per Books | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT RELATED TO UNRELAIZED GAINS FOR | Desc |
| Amt | $610,868 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES CONTRIBUTED TO PUBLIC CHARITIES | Desc |
| Amt | $0 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR NONDIVIDEND DISTRIBUTIONS | Desc |
| Amt | $57,005 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOKKEEPING ADJUSTMENT | Desc |
| Amt | $674 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS ADVISORY FEE | CategoryTxt |
| Amt | $116,284 | Amt |
| Net Investment Income | $115,693 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $591 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS ADR FEES | CategoryTxt |
| Amt | $6,129 | Amt |
| Net Investment Income | $6,129 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FORD WEBB & ASSOCIATES | CategoryTxt |
| Amt | $60,000 | Amt |
| Net Investment Income | $60,000 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $18,373 | Amt |
| Net Investment Income | $18,373 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML ADVISORY FEE | CategoryTxt |
| Amt | $5,161 | Amt |
| Net Investment Income | $5,135 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML ADR FEE | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS 90067 FOREIGN TAX PAID | CategoryTxt |
| Amt | $33 | Amt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS 90068 FOREIGN TAX PAID | CategoryTxt |
| Amt | $564 | Amt |
| Net Investment Income | $564 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS 00180 FOREIGN TAX PAID | CategoryTxt |
| Amt | $58,855 | Amt |
| Net Investment Income | $58,855 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | UBS 90042 FOREIGN TAX PAID | CategoryTxt |
| Amt | $8 | Amt |
| Net Investment Income | $8 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JHW ESTATE FOREIGN TAX PAID | CategoryTxt |
| Amt | $12,767 | Amt |
| Net Investment Income | $12,767 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OAKTREE CAPITAL GROUP, LLC | CategoryTxt |
| Amt | $1 | Amt |
| Net Investment Income | $1 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2019 IRC 4940 TAX & 2020 ES PMT | CategoryTxt |
| Amt | $48,118 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN CREEK BP FOREIGN TAX PAID | CategoryTxt |
| Amt | $9 | Amt |
| Net Investment Income | $9 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MORGAN CREEK II FOREIGN TAX PAID | CategoryTxt |
| Amt | $4 | Amt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ML 957 | CategoryTxt |
| Amt | $106 | Amt |
| Net Investment Income | $106 | NetInvestmentIncomeAmt |