THE BRAD & JILL JACKSON FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE BRAD & JILL JACKSON FAMILY FOUNDATION (EIN 46-3772325)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-30
IRS object ID
201921509349100012
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)
Return2019-05-30T10:52:53-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN463772325EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brad & Jill Jackson Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRADBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJILL JACKSONPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2019-05-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520191505000019FederalOriginalSubmissionId
Federal Original Submission Id2019-05-30FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8776116A3220F8F92B6869340FF540F084420A8BAtSubmissionCreationDeviceId
At Submission Filing Device Id78D185D94E59032E4B5D677F857013E059842DEAAtSubmissionFilingDeviceId
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$825,745FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$231InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$231InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,266DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,724DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$21,196NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$443,566GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$21,196CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$42,693TotalRevAndExpnssAmt
Total Net Invst Incm$42,151TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$8,284OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,284OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$709TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$7,525OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$7,525OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,518TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,284TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,525TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$44,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$44,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$60,518TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,284TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$51,525TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,825ExcessRevenueOverExpensesAmt
Net Investment Income$33,867NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,882SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,721SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,721SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$795,620CorporateStockBOYAmt
Corporate Stock EOY$756,956CorporateStockEOYAmt
Corporate Stock EOYFMV$788,024CorporateStockEOYFMVAmt
Total Assets BOY$812,502TotalAssetsBOYAmt
Total Assets EOY$794,677TotalAssetsEOYAmt
Total Assets EOYFMV$825,745TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$812,502RetainedEarningBOYAmt
Retained Earning EOY$794,677RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$812,502TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$794,677TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$812,502TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$794,677TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$812,502TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,825ExcessRevenueOverExpensesAmt
Subtotal$794,677SubtotalAmt
Tot Net Ast Or Fund Balances EOY$794,677TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$443,566GrossSalesPriceAmt
Cost Or Other Basis$422,370CostOrOtherBasisAmt
Gain Or Loss$21,196GainOrLossAmt
Gains Minus Excess Or Losses$21,196GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$21,196CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$37,525AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$815,869NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.045994DistributionYr1Rt
Adjusted Qlfy Distri Yr2$29,275AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$703,948NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.041587DistributionYr2Rt
Adjusted Qlfy Distri Yr3$34,266AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$690,757NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049606DistributionYr3Rt
Adjusted Qlfy Distri Yr4$68,215AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$628,393NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.108555DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$113,426NetVlNoncharitableAssetsYr5Amt
Total Distribution0.245742TotalDistributionRt
Average Distribution0.049148AverageDistributionRt
Net Vl Noncharitable Assets$909,182NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$44,684AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$339NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$45,023AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$51,525QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$339InvestmentIncomeExciseTaxAmt
Subtotal$339SubtotalAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Overpayment$261OverpaymentAmt
Applied To ES Tax$261AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brad Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas / Sec / Dir1.0$0$0$0
Jill Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$907,034AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,993AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$923,027TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$923,027AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,845CashDeemedCharitableAmt
Net Vl Noncharitable Assets$909,182NetVlNoncharitableAssetsAmt
Minimum Investment Return$45,459MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$45,459MinimumInvestmentReturnAmt
Tax Based On Investment Income$339TaxBasedOnInvestmentIncomeAmt
Total Tax$339TotalTaxAmt
Distributable Before Adj$45,120DistributableBeforeAdjAmt
Distributable Before Ded$45,120DistributableBeforeDedAmt
Distributable As Adjusted$45,120DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$51,525ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$51,525QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$339PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$51,186AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$45,120DistributableAsAdjustedAmt
Prior Year12016PriorYear1Yr
Prior Year22015PriorYear2Yr
Prior Year32014PriorYear3Yr
Excess Distribution Cyov Yr4$32,760ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$853ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$33,613TotalExcessDistributionCyovAmt
Qualifying Distributions$51,525QualifyingDistributionsAmt
Applied To Current Year$45,120AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,405RemainingDistriFromCorpusAmt
Total Corpus$40,018TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$40,018ExcessDistriCyovToNextYrAmt
Excess From Year4$32,760ExcessFromYear4Amt
Excess From Year3$853ExcessFromYear3Amt
Excess From Current Year$6,405ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBrad JacksonContributingManagerNm
Contributing ManagerJill JacksonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
FIDELITY INVESTMENTS CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277N/APCThe Palouse Club Fund$25,000
UNIVERSITY CHILD DEVELOPMENT SCHOOL
5062 9TH AVE NESEATTLEWA98105N/APCSpark/ImmersiFIRE Program$10,000
UNIVERSITY CHILD DEVELOPMENT SCHOOL
5062 9TH AVE NESEATTLEWA98105N/APCAnnual Fund$9,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$44,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$231ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,266ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$21,196ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$42,693ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$42,693TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR STYLE PREMIA ALT FD CL I$30,120$27,875
BARON EMERGING MARKETS FUND$17,202$19,634
DOUBLELINE TOTAL RETURN BOND$18,557$18,569
GW&K SMALL CAP EQUITY FUND$45,000$33,695
ISHARES CORE MSCI EAFE ETF$69,580$70,565
ISHARES S&P 500 INDEX FD$254,036$257,900
ISHARES TRUST RUSSELL MIDCAP I$42,011$47,967
JPMORGAN CORE PLUS BOND FUND$21,826$21,847
MICROSOFT CORP$97,127$141,487
NUVEEN HIGH YIELD MUNICIPAL BD$22,620$22,154
PIONEER ILS INTERVAL FUND$32,020$29,353
SCOUT MID CAP$35,300$30,068
STONE RIDGE ALL ASSET VAR RISK$30,020$24,480
VERSUS CAPITAL MULTI MNGR REAL$32,220$33,926
VOYA SENIOR INCOME FUND CLASS$9,317$8,504

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$7,500$7,500
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$8,284Amt
Net Investment Income$8,284NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2018$600
990-PF Excise Tax for 2017$109

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