H FUND: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
H FUND (EIN 75-2853493)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-03-06
IRS object ID
201900659349100105
Schema version
2018v3.1
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)
Return2019-03-06T09:33:31-08:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752493198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Hudgins Crosier Sumpter PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 S Washington Suite 215AddressLine1Txt
CityAmarilloCityNm
State AbbreviationTXStateAbbreviationCd
ZIP791022668ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752853493EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1H FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlHFUNBusinessNameControlTxt
Phone8063718771PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11800 S WASHINGTON ST STE 215AddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79102ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJack S Hudgins JrPersonNm
Person TitleVice PresidentPersonTitleTxt
Signature2019-03-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACK S HUDGINS JRPreparerPersonNm
PTINP00040711PTIN
Phone8063718771PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,552,520FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,917ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$48,634DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,634DividendsNetInvstIncmAmt
Dividends Adj Net Incm$48,634DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$113,180NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,839,486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,180CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$166,731TotalRevAndExpnssAmt
Total Net Invst Incm$161,814TotalNetInvstIncmAmt
Total Adj Net Incm$48,634TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$14,233OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,233OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$14,233OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,731TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,731TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,731TaxesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$15,964TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$15,964TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$15,964TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$76,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$76,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$91,964TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$15,964TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$15,964TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$76,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$74,767ExcessRevenueOverExpensesAmt
Net Investment Income$145,850NetInvestmentIncomeAmt
Adjusted Net Income$32,670AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,062CashBOYAmt
Cash EOY$36,415CashEOYAmt
Cash EOYFMV$36,415CashEOYFMVAmt
Corporate Stock BOY$1,338,367CorporateStockBOYAmt
Corporate Stock EOY$1,390,783CorporateStockEOYAmt
Corporate Stock EOYFMV$1,516,105CorporateStockEOYFMVAmt
Other Assets BOY$2OtherAssetsBOYAmt
Total Assets BOY$1,352,431TotalAssetsBOYAmt
Total Assets EOY$1,427,198TotalAssetsEOYAmt
Total Assets EOYFMV$1,552,520TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,352,431RetainedEarningBOYAmt
Retained Earning EOY$1,427,198RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,352,431TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,427,198TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,352,431TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,427,198TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,352,431TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$74,767ExcessRevenueOverExpensesAmt
Subtotal$1,427,198SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,427,198TotNetAstOrFundBalancesEOYAmt

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
VENTURI PORTFOLIOP2018-06-012018-12-31$887,920$914,595-$26,675-$26,675
VENTURI PORTFOLIOP2015-06-012018-12-31$951,566$811,711$139,855$139,855
FieldValueIRS element (for citing)
Capital Gain Net Income$113,180CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$26,675NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$99,750AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,533,671NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.06504DistributionYr1Rt
Adjusted Qlfy Distri Yr2$94,500AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,346,465NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07018DistributionYr2Rt
Adjusted Qlfy Distri Yr3$172,421AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,257,850NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.13708DistributionYr3Rt
Adjusted Qlfy Distri Yr4$97,200AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,204,039NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.08073DistributionYr4Rt
Adjusted Qlfy Distri Yr5$148,864AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,109,709NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13415DistributionYr5Rt
Total Distribution0.487175TotalDistributionRt
Average Distribution0.097435AverageDistributionRt
Net Vl Noncharitable Assets$1,637,100NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$159,511AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,459NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$160,970AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,917InvestmentIncomeExciseTaxAmt
Subtotal$2,917SubtotalAmt
Tax Based On Investment Income$2,917TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$62EsPenaltyAmt
Tax Due$2,979TaxDueAmt

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 StateTXOrgReportOrRegisterStateCd
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 Line1JACK S HUDGINS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8063718771PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11800 S WASHINGTON ST STE 215AddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79102ZIPCd
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
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Jack S Hudgins
1800 S WASHINGTON SUITE 215AmarilloTX79102President0.00$0
Marlene Hoge Hudgins
1800 S WASHINGTON SUITE 215AmarilloTX79102Vice President0.00$0
Jack S Hudgins Jr
3009 HaydenAmarilloTX79109Vice President0.00$0
Julie Hudgins Morris
406 Murray PlacePeachtree CityGA30269Vice President0.00$0
Debbie Land Hudgins
3009 HaydenAMARILLOTX79109Vice President0.00$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$1,618,396AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,634AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,662,030TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,662,030AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,930CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,637,100NetVlNoncharitableAssetsAmt
Minimum Investment Return$81,855MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$81,855MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,917TaxBasedOnInvestmentIncomeAmt
Total Tax$2,917TotalTaxAmt
Distributable Before Adj$78,938DistributableBeforeAdjAmt
Distributable Before Ded$78,938DistributableBeforeDedAmt
Distributable As Adjusted$78,938DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,000ExpensesAndContributionsAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$76,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$78,938DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$94,151ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,378ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$110,486ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$29,530ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$24,585ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$298,130TotalExcessDistributionCyovAmt
Qualifying Distributions$76,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$76,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$2,938ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,938ExcessDistributionCyovAppCYAmt
Total Corpus$295,192TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$91,213ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$203,979ExcessDistriCyovToNextYrAmt
Excess From Year4$39,378ExcessFromYear4Amt
Excess From Year3$110,486ExcessFromYear3Amt
Excess From Year2$29,530ExcessFromYear2Amt
Excess From Year1$24,585ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJack S HudginsContributingManagerNm
Contributing ManagerMarlene Hoge HudginsContributingManagerNm
Contributing ManagerJack S Hudgins JrContributingManagerNm
Contributing ManagerJulie Hudgins MorrisContributingManagerNm
Contributing ManagerDebbie Land HudginsContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonH FUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11800 S WASHINGTON STE 215AddressLine1Txt
CityAMARILLOCityNm
State AbbreviationTXStateAbbreviationCd
ZIP79102ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8063718771RecipientPhoneNum
Form And Info And MaterialsAPPLICATION MAY BE MADE IN THE FORM OF A WRITTEN LETTER AND SHOULD INCLUDE GENERAL ORGANIZATIONAL INFORMATION, AMOUNTS REQUESTED, USE OF FUNDS REQUESTED AND CURRENT INFORMATION REGARDING QUALIFICATION UNDER IRS SECTION 501(c)(3).FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsORGANIZATION MUST BE A QUALIFIED 501(C)(3) ORGANIZATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WESTMINSTER PRESBYTERIAN CHRCH
2525 WIMBERLY ROADAMARILLOTX79109NONEPUB CHGENERAL OPERATING BUDGET & CAPITAL CAMPAIGN$19,000
RICE UNIVERSITY
PO BOX 1892HOUSTONTX77251NONESTATEGENERAL OPERATING BUDGET$2,000
TRINITY FELLOWSHIP
5000 HOLLYWOOD RDAMARILLOTX79118NONEPUB CHGENERAL OPERATING BUDGET$20,000
POLK STREET UM CHURCH
1401 S POLKAMARILLOTX79101NONECHARPROGRAM$500
SHARING HOPE
P O BOX 7160AMARILLOTX79114NONECHARPROGRAM$500
CARRIAGE LANE PRES CH
101 CARRIAGE LANDPEACHTREE CITYGA30289NONEPCGeneral Operating Budget$2,500
TEXAS AM FOUNDATION
401 GEORGE BUSH DRCOLLEGE STATIONTX77840NONEPCSCHOLARSHIPS$30,000
HONOR FLIGHT AUSTIN
815-A BRAZOS ST UPS BOX 498AUSTINTX78701NONEPCGENERAL OPERATING$1,000
FAITH CITY MISSION
401 SE 2NDAMARILLOTX79101NONEPCGENERAL OPERATING$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$76,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,634ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$113,180RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$48,634ExclusionAmt
Related Or Exempt Function Incm$113,180RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$161,814TotalIncomeProducingActyAmt

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 Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEESCategoryTxt
Amt$14,233Amt
Net Investment Income$14,233NetInvestmentIncomeAmt
Adjusted Net Income$14,233AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES$166$166$166
INVESTMENT INCOME TAX$1,564$1,564$1,564
OTHER$1$1$1

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