THE JOSEPH J SCOTT FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE JOSEPH J SCOTT FOUNDATION (EIN 26-3374979)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349102093
Schema version
2024v5.0
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)
Return2025-11-17T11:00:01-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN205409237PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CPA CONSULTING GROUP LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH DURBIN SUITE 300AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82601ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263374979EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JOSEPH J SCOTT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone3075774040PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 NORTH FOREST DR SUITE 600AddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82609ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH J SCOTTPersonNm
Person TitlePRESIDENT/DIRECPersonTitleTxt
Phone3077240443PhoneNum
Signature2025-11-14SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCORDELL FONNESBECK CPAPreparerPersonNm
PTINP01055873PTIN
Phone3075774040PhoneNum
Preparation2025-11-17PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,681,374FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$58,928InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$58,928InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$146,033DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,033DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$103,589NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,095,497GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,259CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,669OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$6,669OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$315,219TotalRevAndExpnssAmt
Total Net Invst Incm$293,889TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$18,307AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$18,307AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$54,333OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,333OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,206TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,206TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$73,846TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$73,846TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$362,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$362,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$435,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$73,846TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$362,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,627ExcessRevenueOverExpensesAmt
Net Investment Income$220,043NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$161,251CashBOYAmt
Cash EOY$80,206CashEOYAmt
Cash EOYFMV$80,206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$316,913SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$457,160SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$457,160SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,172,847CorporateStockBOYAmt
Corporate Stock EOY$3,311,070CorporateStockEOYAmt
Corporate Stock EOYFMV$5,523,012CorporateStockEOYFMVAmt
Corporate Bonds BOY$914,493CorporateBondsBOYAmt
Corporate Bonds EOY$590,901CorporateBondsEOYAmt
Corporate Bonds EOYFMV$620,996CorporateBondsEOYFMVAmt
Total Assets BOY$4,565,504TotalAssetsBOYAmt
Total Assets EOY$4,439,337TotalAssetsEOYAmt
Total Assets EOYFMV$6,681,374TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,565,504RetainedEarningBOYAmt
Retained Earning EOY$4,439,337RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,565,504TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,439,337TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,565,504TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,439,337TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,565,504TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,627ExcessRevenueOverExpensesAmt
Subtotal$4,444,877SubtotalAmt
Other Decreases$5,540OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,439,337TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$82,259CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,059InvestmentIncomeExciseTaxAmt
Subtotal$3,059SubtotalAmt
Tax Based On Investment Income$3,059TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$2,200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$2,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$123EsPenaltyAmt
Tax Due$982TaxDueAmt

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
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressNO WEBSITE FOR THIS FOUNDATIONWebsiteAddressTxt
Individual With BooksCORDELL FONNESBECKIndividualWithBooksNm
Phone3075774040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11644 KINGSBURYAddressLine1Txt
CityCASPERCityNm
State AbbreviationWYStateAbbreviationCd
ZIP82609ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH J SCOTT
PO BOX 2983CASPERWY82602PRESIDENT/DI000.00$0$0$0
CORDELL FONNESBECK
1644 KINGSBURYCASPERWY82609V.P./DIRECTO000.00$0$0$0
MARK PETRIE
300 NORTH FORESTCASPERWY82609VP/DIRECTOR000.00$0$0$0
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$6,037,704AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$522,252AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,559,956TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,559,956AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$98,399CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,461,557NetVlNoncharitableAssetsAmt
Minimum Investment Return$323,078MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$323,078MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,059TaxBasedOnInvestmentIncomeAmt
Total Tax$3,059TotalTaxAmt
Distributable Before Adj$320,019DistributableBeforeAdjAmt
Distributable Before Ded$320,019DistributableBeforeDedAmt
Distributable As Adjusted$320,019DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$362,000ExpensesAndContributionsAmt
Qualifying Distributions$362,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$320,019DistributableAsAdjustedAmt
Qualifying Distributions$362,000QualifyingDistributionsAmt
Applied To Current Year$320,019AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,981RemainingDistriFromCorpusAmt
Total Corpus$41,981TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$41,981ExcessDistriCyovToNextYrAmt
Excess From Current Year$41,981ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Form And Info And MaterialsNO FORMAL FORM IS REQUIRED. APPLICATION FOR GRANT SHOULD STATE PURPOSE, AMOUNT REQUESTED AND VERIFICATION OF 501(C) (3) STATUSFormAndInfoAndMaterialsTxt
Submission DeadlinesNO SUBMISSION DEADLINESSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONS OTHER THAN ENTITY MAKING REQUEST FOR GRANT MUST BE A 501(C)(3) ORGANIZATION AND FUNDS USED IN ACCORDANCE WITH EXEMPT PURPOSES.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT ANTHONY TRI-PARISH CATHOLIC S
1145 W 20TH STREETCASPERWY82604NONE501(C) (3)EDUCATIONAL GRANT$110,000
KAYCEE SENIOR HOUSING
PO BOX 372KAYCEEWY82639NONE501(C) (3)GENERAL & UNSTRICTED$3,500
YMCA OF NATRONA COUNTY
1611 CASPER MOUNTAIN RDCASPERWY82601NONE501(C)(3)PHASE TWO BUILDING PROJECT$50,000
FELLOWSHIP OF CHRISTAIN ATHLETES
8701 LEEDS ROADKANSAS CITYMO64129NONE501(C0(3)FCA FUNDRAISER$5,000
LARAMIE AMERICAN LEGION BASEBALL
PO BOX 626LARAMEWY82073NONE501(C)(3)GENERAL SUPPORT$3,500
TWO FLY FOUNDATION INC
PO BOX 50338CASPERWY82605NONE5010(C)(3)SPONSORSHIP$10,000
CASPER ARTISTS' COLLECTIVE
400 E COLLINS DRIVECASPERWY82601NONE501(C)(3)GENERAL & UNRESTRICTED$2,500
CLIMB WYOMING
PO BOX 425CHEYENNEWY82003NONE501(C)(3)GENERAL SUPPORT-UNRESTRICTED$10,000
12-24 CLUB INC
500 S WOLCOTT SUITE 200CASPERWY82601NONE501(C)(3)OPERATING EXPENSES$50,000
THE VINE FOUNDATION
PO BOX 50190CASPERWY82605NONE501(C)(3)AMAZING PARAISH SCHOLARSHIPS$100,000
CASPER COLLEGE FOUNDATION
125 COLLEGE DRIVECASPERWY82601NONE501(C)(3)FOREIGN STUDENTS SUPPORT$2,500
SHERIDAN COUNTY SCHOOL DISTRICT
PO BOX 819RANCHESTERWY82839NONE501(C)(3)PRESCHOOL PROGRAM$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$362,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$58,928RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$146,033RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$6,669RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$103,589RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$315,219RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$315,219TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
BOOKKEEPING-WESNITZER ACCOUNTING$14,000$14,000
TAX PREPARATION FEE-CORDELL FONN$4,307$4,307

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationSTATE OF WYOMING DOES NOT REQUIRE SUBMISSION OF FORM 990-PFExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
NATIONAL FINANCIAL -M4RPURCHASE$603,092$598,803$4,289
NATIONAL FINANCIAL-M4RPURCHASE$127,726$119,518$8,208
NATIONAL FINANCIAL-M4RPURCHASE$137,970$120,623$17,347
NATIONAL FINANCIAL-GM2PURCHASE$784$702$82
NATIONAL FINANCIAL-GM2PURCHASE$143,666$152,262-$8,596

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondINVESTMENTS-CORPORATE BONDSBondNm
EOY Book Value$590,901EOYBookValueAmt
EOYFMV$620,996EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENTS-CORPORATE STOCKS$1,646,063$3,645,351
INVESTMENTS-MUTUAL FUNDS$1,665,007$1,877,661

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
PRIOR PERIOD BASIS ADJUSTMENT$4,708
FEDERAL TAX$832

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDIVIDEND DISTRIBUTIONS$3,950$3,950
SECTION 199A DIVIDENDS$2,719$2,719

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescROUNDINGDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryGENEOS WEALTH MANAGEMENT-ADVISORCategoryTxt
Amt$54,333Amt
Net Investment Income$54,333NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELDCategoryTxt
Amt$1,206Amt
Net Investment Income$1,206NetInvestmentIncomeAmt

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