BETA

CITRINE FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
CITRINE FOUNDATION (EIN 30-0757986)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-09-05
IRS object ID
201932489349100213
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)
Return2019-09-05T11:29:07-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN471733198PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEALTHSTONE TAX ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15000 HORIZONS DRIVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43220ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN300757986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CITRINE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCITRBusinessNameControlTxt
Phone6144712281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 SEAGATE 4SAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANNIE AMESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6144712281PhoneNum
Signature2019-08-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNANCY KIRCHNERPreparerPersonNm
PTINP00386751PTIN
Phone6142672600PhoneNum
Preparation2019-09-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address167.68.16.49IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-09-05IPDt
IP Tm11:29:07IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdEC3CFB9FF873EC89FAAF1F420748751FA338FCC8AtSubmissionCreationDeviceId
At Submission Filing Device Id73FEBA7905AB37EF9EE18DDCE3A87F8B099E9EBFAtSubmissionFilingDeviceId
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$543,566FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$199,006ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$11,312DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,312DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$67,268NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$414,857GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$67,268CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$277,586TotalRevAndExpnssAmt
Total Net Invst Incm$78,580TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$4,374OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$4,374OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$155TaxesRevAndExpnssAmt
Taxes Net Invst Incm$155TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$200OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$200OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,729TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,729TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$174,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$174,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,729TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,729TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$174,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$98,857ExcessRevenueOverExpensesAmt
Net Investment Income$73,851NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,917CashBOYAmt
Cash EOY$1,789CashEOYAmt
Cash EOYFMV$1,789CashEOYFMVAmt
Other Investments BOY$443,648OtherInvestmentsBOYAmt
Other Investments EOY$496,331OtherInvestmentsEOYAmt
Other Investments EOYFMV$541,777OtherInvestmentsEOYFMVAmt
Total Assets BOY$445,565TotalAssetsBOYAmt
Total Assets EOY$498,120TotalAssetsEOYAmt
Total Assets EOYFMV$543,566TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$445,565CapitalStockBOYAmt
Capital Stock EOY$498,120CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$445,565TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$498,120TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$445,565TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$498,120TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$445,565TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$98,857ExcessRevenueOverExpensesAmt
Subtotal$544,422SubtotalAmt
Other Decreases$46,302OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$498,120TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CHARLES SCHWABP2018-12-31$175,794$181,759-$5,965-$5,965
CHARLES SCHWABP2018-12-31$237,974$165,830$72,144$72,144
FieldValueIRS element (for citing)
Capital Gain Net Income$67,268CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$127,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$404,986NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.313838DistributionYr1Rt
Adjusted Qlfy Distri Yr2$278,466AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$405,509NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.686707DistributionYr2Rt
Adjusted Qlfy Distri Yr3$346,941AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$466,609NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.743537DistributionYr3Rt
Adjusted Qlfy Distri Yr4$29,248AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$384,076NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.076152DistributionYr4Rt
Adjusted Qlfy Distri Yr5$128,701AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$207,343NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.620715DistributionYr5Rt
Total Distribution2.440949TotalDistributionRt
Average Distribution0.488190AverageDistributionRt
Net Vl Noncharitable Assets$485,312NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$236,924AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$739NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$237,663AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$174,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,477InvestmentIncomeExciseTaxAmt
Subtotal$1,477SubtotalAmt
Tax Based On Investment Income$1,477TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,332EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,332TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$164TaxDueAmt

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 StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANNIE AMESIndividualWithBooksNm
Phone6144712281PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110 SEAGATE 4SAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34104ZIPCd
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
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

FieldValueIRS element (for citing)
PersonANNIE AMESPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line110 SEAGATE 4SAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34104ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$480,950AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,753AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$492,703TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$492,703AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,391CashDeemedCharitableAmt
Net Vl Noncharitable Assets$485,312NetVlNoncharitableAssetsAmt
Minimum Investment Return$24,266MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$24,266MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,477TaxBasedOnInvestmentIncomeAmt
Total Tax$1,477TotalTaxAmt
Distributable Before Adj$22,789DistributableBeforeAdjAmt
Distributable Before Ded$22,789DistributableBeforeDedAmt
Distributable As Adjusted$22,789DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$174,000ExpensesAndContributionsAmt
Qualifying Distributions$174,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$174,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,789DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$118,155ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,762ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$325,729ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$258,559ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$108,183ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$821,388TotalExcessDistributionCyovAmt
Qualifying Distributions$174,000QualifyingDistributionsAmt
Applied To Current Year$22,789AppliedToCurrentYearAmt
Remaining Distri From Corpus$151,211RemainingDistriFromCorpusAmt
Total Corpus$972,599TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$118,155ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$854,444ExcessDistriCyovToNextYrAmt
Excess From Year4$10,762ExcessFromYear4Amt
Excess From Year3$325,729ExcessFromYear3Amt
Excess From Year2$258,559ExcessFromYear2Amt
Excess From Year1$108,183ExcessFromYear1Amt
Excess From Current Year$151,211ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANNIE UPPERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14041 GULF SHORE BLVD N UNIT 1401AddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6144712281RecipientPhoneNum
Form And Info And MaterialsWRITTENFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALVIS HOUSE
2100 STELLA CTCOLUMBUSOH43215NONEPCCOMMUNITY$14,000
OTTERBEIN UNIVERSITY
1 SOUTH GROVE STWESTERVILLEOH43081NONEEDUCATION$10,000
REEB AVENUE CENTER
280 REEB AVENUECOLUMBUSOH43207NONECOMMUNITY$50,000
COLUMBUS FOUNDATION
1234 E BROAD STCOLUMBUSOH43205NONECOMMUNITY$50,000
CHOICES
500 W WILSON BRIDGE ROADCOLUMBUSOH43085NONECOMMUNITY$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$174,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,312ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$67,268ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$78,580ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,580TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonANNIE AMESContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line110 SEAGATE DR 4SAddressLine1Txt
CityNAPLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP34103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$199,006TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property1447 ISHARES RUSSELL 1000 ETFNoncashPropertyDesc
Fair Market Value$199,006FairMarketValueAmt
Received2018-12-28ReceivedDt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemCHARLES SCHWAB SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$496,331BookValueAmt
EOYFMV$541,777EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
RESTATE DONATIONS AT CARRY-OVER BASIS$44,877
FEDERAL TAX PAYMENTS$1,425

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
STATE FILING FEE$200$200

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$4,374Amt
Net Investment Income$4,374NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$155Amt
Net Investment Income$155NetInvestmentIncomeAmt

Comments

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