BETA

JOHN & TAMI MARICK FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
JOHN & TAMI MARICK FOUNDATION INC (EIN 46-2345457)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-04-24
IRS object ID
201821149349100752
Schema version
2017v2.3
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)
Return2018-04-24T08:56:35-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462345457EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John & Tami Marick Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Consumer CellularInCareOfNm
Business Name ControlJOHNBusinessNameControlTxt
Phone5032011000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116730 SW Alder CircleAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MARICKPersonNm
Person TitlepresidentPersonTitleTxt
Phone5032011000PhoneNum
Signature2018-03-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,537,753FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$900,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$34InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,064DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,064DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,452NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$165,259GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,452CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$50OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$50OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$944,600TotalRevAndExpnssAmt
Total Net Invst Incm$44,600TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,621OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,621OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$12,979OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,979OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,600TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,621TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,979TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,600TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,621TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,979TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$918,000ExcessRevenueOverExpensesAmt
Net Investment Income$40,979NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,669SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$16,117SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$16,117SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$569,029CorporateStockBOYAmt
Corporate Stock EOY$1,488,581CorporateStockEOYAmt
Corporate Stock EOYFMV$1,521,636CorporateStockEOYFMVAmt
Total Assets BOY$586,698TotalAssetsBOYAmt
Total Assets EOY$1,504,698TotalAssetsEOYAmt
Total Assets EOYFMV$1,537,753TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$586,698RetainedEarningBOYAmt
Retained Earning EOY$1,504,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$586,698TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,504,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$586,698TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,504,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$586,698TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$918,000ExcessRevenueOverExpensesAmt
Subtotal$1,504,698SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,504,698TotNetAstOrFundBalancesEOYAmt

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$165,259GrossSalesPriceAmt
Cost Or Other Basis$133,807CostOrOtherBasisAmt
Gain Or Loss$31,452GainOrLossAmt
Gains Minus Excess Or Losses$31,452GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$31,452CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$22,038AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$578,839NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.038073DistributionYr1Rt
Adjusted Qlfy Distri Yr2$13,040AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$441,386NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.029543DistributionYr2Rt
Adjusted Qlfy Distri Yr3$5,841AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$66,350NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.088033DistributionYr3Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.155649TotalDistributionRt
Average Distribution0.038912AverageDistributionRt
Net Vl Noncharitable Assets$685,924NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$26,691AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$410NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$27,101AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,979QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$820InvestmentIncomeExciseTaxAmt
Subtotal$820SubtotalAmt
Tax Based On Investment Income$820TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$620TaxDueAmt

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 StateOROrgReportOrRegisterStateCd
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 Line1Consumer CellularBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032011000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116730 SW ALDER CIRCLEAddressLine1Txt
Citylake oswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brandon Marick
16730 SW Alder CircleLake OswegoOR97034Dir1.0$0$0$0
John Marick
16730 SW Alder CircleLake OswegoOR97034Pres / Dir1.0$0$0$0
Kelsie Marick
16730 SW Alder CircleLake OswegoOR97034Dir1.0$0$0$0
Tami Marick
16730 SW Alder CircleLake OswegoOR97034Dir / Sec / Treas1.0$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$681,996AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,374AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$696,370TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$696,370AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,446CashDeemedCharitableAmt
Net Vl Noncharitable Assets$685,924NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,296MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,296MinimumInvestmentReturnAmt
Tax Based On Investment Income$820TaxBasedOnInvestmentIncomeAmt
Total Tax$820TotalTaxAmt
Distributable Before Adj$33,476DistributableBeforeAdjAmt
Distributable Before Ded$33,476DistributableBeforeDedAmt
Distributable As Adjusted$33,476DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,979ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$22,979QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,979AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$33,476DistributableAsAdjustedAmt
Undistributed Income PY$12,700UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Qualifying Distributions$22,979QualifyingDistributionsAmt
Applied To Year1$12,700AppliedToYear1Amt
Applied To Current Year$10,279AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$23,197UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn MarickContributingManagerNm
Contributing ManagerTami MarickContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1PROVIDENCE PORTLAND MEDICAL FOUNDATIONBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14805 NE GLISAN STAddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97213ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeProvidence Cancer CenterGrantOrContributionPurposeTxt
Amt$10,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,000TotalGrantOrContriPdDurYrAmt

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$34ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,064ExclusionAmt
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$31,452ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescBANK CHARGE REFUNDDesc
Exclusion01ExclusionCd
Exclusion$50ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$44,600ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$44,600TotalIncomeProducingActyAmt

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 PersonMarick JohnContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line116730 SW Alder CircleAddressLine1Txt
CityLake OswegoCityNm
State AbbreviationORStateAbbreviationCd
ZIP97034ZIPCd
FieldValueIRS element (for citing)
Total Contributions$900,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTISAN INTERNATIONAL FUND ADV$77,541$83,987
BRANDES INTERNATIONAL SMALL CA$40,682$40,111
BROWN CAPITAL MANAGEMENT SMALL$55,477$60,706
DELAWARE SM CAP VALUE FUND INS$44,155$45,545
FINANCIAL SELECT SECTOR SPDR F$57,114$60,844
FRANKLIN FLOATING RATE DAILY A$187,627$186,480
HARBOR FDS INTL FD$79,644$83,639
HARDING, LOEVNER FUNDS, INC. E$41,224$46,278
MATTHEWS PACIFIC TIGER FUND I$52,414$57,220
PIMCO FUNDS FOREIGN BOND FUND$68,673$68,285
T. ROWE PRICE INTERNATIONAL DI$42,000$42,689
VANGUARD GROWTH ETF$130,453$130,101
VANGUARD INT TRM BD$304,616$305,561
VANGUARD MID-CAP GROWTH ETF$47,630$51,088
VANGUARD SHORT-TERM CORPORATE$198,174$197,968
VANGUARD VALUE ETF$61,157$61,134

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,900$12,900
State or Local Filing Fees$79$79

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Descbank charge refundDesc
Revenue And Expenses Per Books$50RevenueAndExpensesPerBooksAmt
Net Investment Income$50NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,621Amt
Net Investment Income$3,621NetInvestmentIncomeAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.