BETA

P AND C CARROLL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
P AND C CARROLL FOUNDATION (EIN 45-0529796)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201821349349102037
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)
Return2018-05-14T10:25:07-04:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN453113602PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Britton & Associates CPAs PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line19660 Hillcroft Suite 253AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN450529796EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE P AND C CARROLL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPANDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line19660 HILLCROFTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLENE CARROLLPersonNm
Person TitleSECRETARY AS NEPersonTitleTxt
Phone7132835200PhoneNum
Signature2018-05-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMarvin Lynn BrittonPreparerPersonNm
PTINP01351802PTIN
Phone7132835200PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address98.200.160.45IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-05-14IPDt
IP Tm13:04:54IPTm
Federal Original Submission Id7928352018134ly1g3tdFederalOriginalSubmissionId
Federal Original Submission Id2018-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id19B228288C5CA661E7A67F42041D456C91C55073AtSubmissionCreationDeviceId
At Submission Filing Device Id19B228288C5CA661E7A67F42041D456C91C55073AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,519,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$67,948DividendsRevAndExpnssAmt
Dividends Net Invst Incm$67,948DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$171,615NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$584,409GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$171,615CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$13,875NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$239,563TotalRevAndExpnssAmt
Total Net Invst Incm$239,563TotalNetInvstIncmAmt
Total Adj Net Incm$13,875TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$3,325OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,325OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$37,733OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$37,733OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$41,058TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$41,058TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$346,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$346,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$387,558TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$41,058TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$346,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$147,995ExcessRevenueOverExpensesAmt
Net Investment Income$198,505NetInvestmentIncomeAmt
Adjusted Net Income$13,875AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$852,942CashBOYAmt
Cash EOY$115,547CashEOYAmt
Cash EOYFMV$115,547CashEOYFMVAmt
Corporate Stock BOY$2,260,813CorporateStockBOYAmt
Corporate Stock EOY$2,834,929CorporateStockEOYAmt
Corporate Stock EOYFMV$4,117,261CorporateStockEOYFMVAmt
Other Investments BOY$270,988OtherInvestmentsBOYAmt
Other Investments EOY$287,433OtherInvestmentsEOYAmt
Other Investments EOYFMV$286,921OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,384,743TotalAssetsBOYAmt
Total Assets EOY$3,237,909TotalAssetsEOYAmt
Total Assets EOYFMV$4,519,729TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,384,743RetainedEarningBOYAmt
Retained Earning EOY$3,237,909RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,384,743TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,237,909TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,384,743TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,237,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,384,743TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$147,995ExcessRevenueOverExpensesAmt
Other Increases$1,161OtherIncreasesAmt
Subtotal$3,237,909SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,237,909TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmt
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2016-01-012017-12-31$32,448$31,739$709
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2017-06-302017-12-31$2,574$2,601-$27
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2016-01-012017-12-31$235,621$161,815$73,806
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2017-06-302017-12-31$71,525$60,092$11,433
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2016-01-012017-12-31$210,308$127,083$83,225
MORGAN STANLEY XXX-XX-XXXX PDF ATTACHP2017-06-302017-12-31$31,933$29,464$2,469
FieldValueIRS element (for citing)
Capital Gain Net Income$171,615CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$13,875NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$381,237AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,222,040NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.118322DistributionYr1Rt
Adjusted Qlfy Distri Yr2$265,350AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,252,794NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.062394DistributionYr2Rt
Adjusted Qlfy Distri Yr3$240,700AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,516,060NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053299DistributionYr3Rt
Adjusted Qlfy Distri Yr4$355,502AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,407,469NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.080659DistributionYr4Rt
Adjusted Qlfy Distri Yr5$351,015AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,254,981NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.082495DistributionYr5Rt
Total Distribution0.397169TotalDistributionRt
Average Distribution0.079434AverageDistributionRt
Net Vl Noncharitable Assets$4,182,083NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$332,200AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,985NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$334,185AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$346,500QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,985InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,985SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,985TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,936EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,936TotalPaymentsAndCreditsAmt
Overpayment$3,951OverpaymentAmt
Applied To ES Tax$3,951AppliedToESTaxAmt

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 StateTXOrgReportOrRegisterStateCd
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
Individual With BooksBRITTON ASSOCIATES CPAS PLLCIndividualWithBooksNm
Phone7132835200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line19660 HILLCROFT SUITE 253AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonCHARLENE P CARROLLPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line19660 HILLCROFTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
FieldValueIRS element (for citing)
TitleSEC AS NEEDEDTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES ITS PURPOSE IS TO SUPPPORT BY CONTRIBUTIONS OTHER 501 C 3 ORGANIZDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,526,222AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$432,627AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$286,921FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,245,770TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,245,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,182,083NetVlNoncharitableAssetsAmt
Minimum Investment Return$209,104MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$209,104MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,985TaxBasedOnInvestmentIncomeAmt
Total Tax$1,985TotalTaxAmt
Distributable Before Adj$207,119DistributableBeforeAdjAmt
Distributable Before Ded$207,119DistributableBeforeDedAmt
Distributable As Adjusted$207,119DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$346,500ExpensesAndContributionsAmt
Qualifying Distributions$346,500QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,985PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$344,515AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$207,119DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$140,436ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,725ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$21,572ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$50,044ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$220,908ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$573,685TotalExcessDistributionCyovAmt
Qualifying Distributions$346,500QualifyingDistributionsAmt
Applied To Current Year$207,119AppliedToCurrentYearAmt
Remaining Distri From Corpus$139,381RemainingDistriFromCorpusAmt
Total Corpus$713,066TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$140,436ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$572,630ExcessDistriCyovToNextYrAmt
Excess From Year4$140,725ExcessFromYear4Amt
Excess From Year3$21,572ExcessFromYear3Amt
Excess From Year2$50,044ExcessFromYear2Amt
Excess From Year1$220,908ExcessFromYear1Amt
Excess From Current Year$139,381ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPHILLIP J CARROLL JRContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonPDF ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19660 HILLCROFT SUITE 253AddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeALL CONTRIBUTIONS MADE TO 501C3 ORGANIZATIONSGrantOrContributionPurposeTxt
Amt$346,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$346,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$67,948ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$171,615ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$239,563ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$239,563TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
PDF ATTACHED MOR STAN 141823$329,145$479,333
PDF ATTACHED MOR STAN 141824$862,517$1,139,704
PDF ATTACHED MOR STAN 141825$1,643,267$2,498,224

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKROCK STRATEGIC INC OPPORTCategoryOrItemTxt
Book Value$287,433BookValueAmt
EOYFMV$286,921EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$37,733RevenueAndExpensesPerBooksAmt
Net Investment Income$37,733NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
Desc2016 UNSETTLED PURCHASEDSALESDesc
Amt$1,161Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREP FEESCategoryTxt
Amt$3,325Amt
Net Investment Income$3,325NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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