The Walter Foundation: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: The Walter Foundation (EIN 59-6205802)
Tax period: 2017-09-01 to 2018-08-31
Filed: 2018-09-19
IRS object ID: 201822629349100102
Schema version: 2017v2.2
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
Accounting Fees Schedule
Investments Corp Stock Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-09-19T08:08:06-07:00	ReturnTs
Tax Period End	2018-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Gordon Myers & Matthew LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	13623 N Florida Ave	AddressLine1Txt
City	Tampa	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33613	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	596205802	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Walter Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	WALT	BusinessNameControlTxt
Phone	8139610530	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	13623 N Florida Ave	AddressLine1Txt
City	Tampa	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33613	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEVEN L MYERS	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	8139610530	PhoneNum
Signature	2018-04-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	STEVEN L MYERS	PreparerPersonNm
PTIN	P01324510	PTIN
Phone	8139610530	PhoneNum
Preparation	2018-09-19	PreparationDt

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$18,720,536	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$119,043	InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss	$335,444	DividendsRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$454,487	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss	$12,300	AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss	$114,596	OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss	$9,262	TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss	$136,158	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$981,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$0	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,117,158	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$0	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$662,671	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$58,779	CashBOYAmt
Cash EOY	$375,304	CashEOYAmt
Cash EOYFMV	$375,304	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$712,383	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,954,202	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,954,202	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$16,893,828	CorporateStockBOYAmt
Corporate Stock EOY	$16,391,030	CorporateStockEOYAmt
Corporate Stock EOYFMV	$16,391,030	CorporateStockEOYFMVAmt
Total Assets BOY	$17,664,990	TotalAssetsBOYAmt
Total Assets EOY	$18,720,536	TotalAssetsEOYAmt
Total Assets EOYFMV	$18,720,536	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$17,664,990	CapitalStockBOYAmt
Capital Stock EOY	$18,720,536	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$17,664,990	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$18,720,536	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$17,664,990	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$18,720,536	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$17,664,990	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$662,671	ExcessRevenueOverExpensesAmt
Other Increases	$1,718,217	OtherIncreasesAmt
Subtotal	$18,720,536	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$18,720,536	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	false	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$795,500	AdjustedQlfyDistriYr1Amt
Distribution Yr1	0.000000	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$789,200	AdjustedQlfyDistriYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$897,000	AdjustedQlfyDistriYr3Amt
Distribution Yr3	0.000000	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$874,250	AdjustedQlfyDistriYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$828,267	AdjustedQlfyDistriYr5Amt
Distribution Yr5	0.000000	DistributionYr5Rt
Total Distribution	0.000000	TotalDistributionRt
Average Distribution	0.000000	AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$0	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Ruling Letter	1966-07-26	RulingLetterDt
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	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	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	false	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	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	false	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Steven L Myers Trustee	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	8139610530	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	13623 N FLORIDA AVE	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	336133216	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	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
KAY B MYERS
2137 Carroll Garden Lane	Tampa	FL	33612	Trustee	2.00	$0	$0	$0
ALEXANDER J WALTER
13623 N Florida Ave	Tampa	FL	33613	Trustee	2.00	$0	$0	$0
STEVEN L MYERS
13623 N Florida Ave	Tampa	FL	33613	Trustee	2.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$0	ExpensesAndContributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$831,000	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$877,400	ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov	$1,708,400	TotalExcessDistributionCyovAmt
Total Corpus	$1,708,400	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$831,000	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$877,400	ExcessDistriCyovToNextYrAmt
Excess From Year4	$877,400	ExcessFromYear4Amt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	NONE	ContributingManagerNm
Shareholder Manager	NONE	ShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	STEVEN L MYERS	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	13263 N FLORIDA AVE	AddressLine1Txt
City	TAMPA	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	336133216	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8139610530	RecipientPhoneNum
Form And Info And Materials	NO SPECIAL FORMS - MUST BE RECOGNIZED AS A QUALIFIED CHARITY	FormAndInfoAndMaterialsTxt
Submission Deadlines	NO	SubmissionDeadlinesTxt
Restrictions On Awards	NO	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Tampa General Hospital Foundation
PO Box 1289	Tampa	FL	33601	501(c)(3)	501(c)(3)	$25,000
Bank of America Charitable Gift Fund
100 Federal Street	Boston	MA	02110	501(c)(3)	501(c)(3)	$300,000
Children's Museum of Tampa Inc
6706 Midplace	Tempel Terrace	FL	33617	501(c)(3)	501(C)(3)	$1,000
Faith Tampa Bay
13625 N Florida Ave	Tampa	FL	33613	501(c)(3)	501(C)(3)	$50,000
First Priority of Tampa Bay
97 Biscayne Ave	Tampa	FL	33606	501(C)(3)	501(C)(3)	$2,500
Construction for Worldwide Evangelism
4301 West South Avenue	Tampa	FL	33614	501(c)(3)	501(c)(3)	$50,000
Giving Hands Foundation Inc
11406 N Dale Mabry Hwy	Tampa	FL	33618	501(C)(3)	501(C)(3)	$2,500
Juvenile Diabetes Research Foundation
9600 Koger Blvd Suite 103	St Petersburg	FL	33702	501(c)(3)	501(c)(3)	$25,000
Idlewild Baptist Church
PO Box 44	Lutz	FL	33548	501(c)(3)	501(c)(3)	$100,000
Kelly Green Evangelistic
2102 Bell Shoals Road	Brandon	FL	33511	501(c)(3)	501(c)(3)	$25,000
Crisis Center of Tampa
1 Crisis Center Plaza	Tampa	FL	33613	501(c)(3)	501(c)(3)	$50,000
Make-A-Wish America
1702 East Highland Ave Suite 400	Phoenix	AZ	85016	501(c)(3)	501(c)(3)	$8,000
Tampa Theater
711 N Franklin St	Tampa	FL	33602	501(c)(3)	501(c)(3)	$25,000
(no name)
						$0
(no name)
						$0
(no name)
						$0
Central Park Village Youth Services
730 S Sterling Ave 307	Tampa	FL	33609	501(c)(3)	501(c)(3)	$5,000
(no name)
						$0
The Florida Orchestra
244 Second Avenue Suite 421	St Petersburg	FL	33701	501(c)(3)	501(c)(3)	$25,000
(no name)
						$0
(no name)
						$0
(no name)
						$0
Marc Lustgarten Pancreatic Cancer Foundation
1111 Stewart Ave	Bethpage	NY	11714	501(c)(3)	501(c)(3)	$5,000
(no name)
						$0
(no name)
						$0
(no name)
						$0
University of Tampa
401 W Kennedy Blvd	Tampa	FL	33606	501(c)(3)	501(c)(3)	$250,000
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
Boy Scouts of Am- Gulf Ridge
13228 N Central Avenue	Tampa	FL	33612	501(c)(3)	501(c)(3)	$10,000
(no name)
						$0
Boys & Girls Club of Tampa
6400 E Chelsea St	Tampa	FL	33610	501(c)(3)	501(c)(3)	$15,000
(no name)
						$0
(no name)
						$0
The Humane Society of Tampa Bay
3607 North Armenia Ave	Tampa	FL	33607	501(c)(3)	501(c)(3)	$2,500
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
Junior Achievement
13707 N 22nd Street	Tampa	FL	33613	501(c)(3)	501(c)(3)	$2,000
(no name)
						$0
(no name)
						$0
(no name)
						$0
(no name)
						$0
St John's Parish Day School
906 S Orleans Ave	Tampa	FL	33606	501(c)(3)	501(c)(3)	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$981,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Business	900001	BusinessCd
Unrelated Business Taxbl Incm	$119,043	UnrelatedBusinessTaxblIncmAmt
Exclusion	3	ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Business	900001	BusinessCd
Unrelated Business Taxbl Incm	$335,444	UnrelatedBusinessTaxblIncmAmt
Exclusion	3	ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$454,487	UnrelatedBusinessTaxblIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$454,487	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Gordon, Myers, & Brown Tax preparation	CategoryTxt
Amt	$12,300	Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Comerica Brokerage Acount	$37,405	$37,405
US Trust 9781	$7,872,879	$7,872,879
US Trust 7551	$686,130	$686,130
US Trust 31147	$3,822,412	$3,822,412
US Trust 22246	$879,985	$879,985
US Trust 59816	$3,092,219	$3,092,219

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
Realized gains (losses) on securities	$1,801,297
Unrealized gains and (losses) on securities	-$83,080

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt
Various Brokerages Investment services	$114,482
Bank of America Collection fees	$114

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Foreign taxes paid	CategoryTxt
Amt	$9,262	Amt