T B MURPHY FOUNDATION CHARITABLE TRUST: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
T B MURPHY FOUNDATION CHARITABLE TRUST (EIN 38-2531815)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-29
IRS object ID
201841809349100209
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-29T08:29:04-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381944367PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Derderian Kann Seyferth & Salucci PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13001 West Big Beaver Suite 700AddressLine1Txt
CityTroyCityNm
State AbbreviationMIStateAbbreviationCd
ZIP480843108ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382531815EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1T B MURPHY FOUNDATION CHARITABLE TRUSTBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTBMUBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line141863 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS B MURPHY JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-06-25SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTACI REWALT-KOLASAPreparerPersonNm
PTINP00175255PTIN
Phone2486493400PhoneNum
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$1,289,734FMVAssetsEOYAmt
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$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$27,864DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,864DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,715NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$146,225GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$113,331CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$73,596TotalRevAndExpnssAmt
Total Net Invst Incm$141,212TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,000CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$2,160AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$6,426TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$15,586TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,000TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$43,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$43,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,386TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,000TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$43,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$14,210ExcessRevenueOverExpensesAmt
Net Investment Income$134,212NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$29,513CashBOYAmt
Cash EOY$60,377CashEOYAmt
Cash EOYFMV$60,377CashEOYFMVAmt
Acct Rcvbl$402AcctRcvblAmt
Acct Rcvbl EOY$402AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$402AcctRcvblEOYFMVAmt
Corporate Stock BOY$613,166CorporateStockBOYAmt
Corporate Stock EOY$512,656CorporateStockEOYAmt
Corporate Stock EOYFMV$671,754CorporateStockEOYFMVAmt
Other Investments BOY$398,159OtherInvestmentsBOYAmt
Other Investments EOY$481,613OtherInvestmentsEOYAmt
Other Investments EOYFMV$557,201OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,040,838TotalAssetsBOYAmt
Total Assets EOY$1,055,048TotalAssetsEOYAmt
Total Assets EOYFMV$1,289,734TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$1,040,838RetainedEarningBOYAmt
Retained Earning EOY$1,055,048RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,040,838TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,055,048TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,040,838TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,055,048TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,040,838TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$14,210ExcessRevenueOverExpensesAmt
Subtotal$1,055,048SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,055,048TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities1987-11-182017-12-07$146,179$32,894$113,285$113,285
Capital Gain Dividends$46
FieldValueIRS element (for citing)
Capital Gain Net Income$113,331CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$32,700AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$994,896NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.03287DistributionYr1Rt
Adjusted Qlfy Distri Yr2$72,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,161,865NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.06249DistributionYr2Rt
Adjusted Qlfy Distri Yr3$63,100AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$696,849NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.09055DistributionYr3Rt
Adjusted Qlfy Distri Yr4$2,500AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$128,558NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.01945DistributionYr4Rt
Adjusted Qlfy Distri Yr5$22,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$126,268NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.17423DistributionYr5Rt
Total Distribution0.379583TotalDistributionRt
Average Distribution0.075917AverageDistributionRt
Net Vl Noncharitable Assets$1,207,370NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$91,660AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,342NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$93,002AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$43,800QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,684InvestmentIncomeExciseTaxAmt
Subtotal$2,684SubtotalAmt
Tax Based On Investment Income$2,684TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,200TotalPaymentsAndCreditsAmt
Overpayment$1,516OverpaymentAmt
Applied To ES Tax$1,516AppliedToESTaxAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL MURPHYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2486493400PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line141863 HEMPSHIRE STREETAddressLine1Txt
CityNOVICityNm
State AbbreviationMIStateAbbreviationCd
ZIP48375ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
THOMAS B MURPHY
41863 HEMSHIRE STREETNOVIMI48375Trustee1.00$0
JACQUELYN MURPHY
41863 HEMPSHIRE STREETNOVIMI48375Trustee0.00$0
THOMAS B MURPHY JR
41863 HEMPSHIRE STREETNOVIMI48375Trustee2.00$7,000
MARK MURPHY
22143 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
MICHAEL MURPHY
22203 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
ROBERT MURPHY
21575 TRENT COURTNOVIMI48375Trustee0.00$0
ELIZABETH ROBERT
21826 PICADILLY CIRCLENOVIMI48375Trustee0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,190,322AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,434AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,225,756TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,225,756AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$18,386CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,207,370NetVlNoncharitableAssetsAmt
Minimum Investment Return$60,369MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$60,369MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,684TaxBasedOnInvestmentIncomeAmt
Total Tax$2,684TotalTaxAmt
Distributable Before Adj$57,685DistributableBeforeAdjAmt
Distributable Before Ded$57,685DistributableBeforeDedAmt
Distributable As Adjusted$57,685DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$43,800ExpensesAndContributionsAmt
Qualifying Distributions$43,800QualifyingDistributionsAmt
Adjusted Qualifying Distri$43,800AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,685DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,239ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$31,364ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,791ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$57,394TotalExcessDistributionCyovAmt
Qualifying Distributions$43,800QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$43,800AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$13,885ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$13,885ExcessDistributionCyovAppCYAmt
Total Corpus$43,509TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$43,509ExcessDistriCyovToNextYrAmt
Excess From Year3$27,718ExcessFromYear3Amt
Excess From Year2$15,791ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTHOMAS B MURPHYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MUSCULAR DYSTROPHY
28446 FRANKLIN RDSOUTHFIELDMI48034NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$1,000
MILES CHRISTI
5677 OBERLIN DRSAN DIEGOCA92121NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$20,000
YOUNG LIFE
PO BOX 520COLORADO SPRINGSCO80901NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$2,000
ROSE HILL FOUNDATION
5130 ROSE HILL BLVDHOLLYMI48442NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$10,000
SALVATION ARMY
1627 W FORT STREETDETROITMI48233NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$500
MADONNA UNIVERSITY
36600 SCHOOLCRAFT RDLIVONIAMI48150NONENCFOR THE ORGANIZATION TO USE TO BENEFIT THE SCHOLARSHIP FUND.$10,000
MICHIGAN PARKINSON FOUNDATION
30400 TELEGRAPH ROAD STE 150BINGHAM FARMSMI48025NONEPCFOR THE ORGANIZATION TO USE TO ACCOMPLISH ITS TAX EXEMPT PURPOSE.$300
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$43,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,864ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,715ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$73,596ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$73,596TotalIncomeProducingActyAmt

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

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$2,160Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DU PONT$8,516$18,232
LINCOLN NATIONAL$317,400$461,220
MERCK & CO INC$101,400$112,540
CHEMOURS CO COM$2,002
AT&T INC COM$85,340$77,760

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE S&P 500AT COST$204,779$268,850
VANGUARD INDEX FDS MIDCAP GROWTHAT COST$96,263$114,948
VANGUARD INDEX FDS VANGUARD REIT ETFAT COST$173,137$165,960
FIDELITY HIGH INCOMEAT COST$7,434$7,443

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$6,426Amt

Comments

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