WALTHER CANCER FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WALTHER CANCER FOUNDATION INC (EIN 35-1650570)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-14
- IRS object ID
- 201743189349100919
- Schema version
- 2016v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-14T10:25:05-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351650570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Walther Cancer Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PATRICIA DEAN | InCareOfNm |
| Business Name Control | WALT | BusinessNameControlTxt |
| Phone | 3177086103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St Ste 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA DEAN | PersonNm |
| Person Title | COO | PersonTitleTxt |
| Phone | 3177086103 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2017-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020173185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FEE56A3AC1DD97007F7C421E9B9CF755201BAF07 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FE84B15E8AAC3117FE43EE989F958055A29C882F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $146,762,412 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,625 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,406,311 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,406,311 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,889,521 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,015,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,889,521 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $214,589 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $365,392 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,518,046 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,661,224 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $442,663 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $175,637 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $267,026 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,643 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,714 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $10,929 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $172,407 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $99,933 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $72,474 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,443 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,441 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,002 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $45,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,563 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $13,527 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $797,770 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $797,544 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $226 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,878 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,832 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $44,041 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $54,188 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $23,695 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,493 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $14,314 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,274 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,040 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $156,733 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,700 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,843,170 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,293,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $505,417 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,484,563 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,484,563 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,327,733 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,293,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,989,980 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,809,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,367,559 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $890,690 | CashBOYAmt |
| Cash EOY | $700,161 | CashEOYAmt |
| Cash EOYFMV | $700,161 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,278,873 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,795,493 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,795,493 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,095,416 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,715,343 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,715,343 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $34,096,476 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,123,905 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,123,905 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,563,279 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,846,445 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,846,445 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $84,759,533 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $90,268,464 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,268,464 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $505,586 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $275,683 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $63,414 | LandBOYAmt |
| Land EOY | $229,903 | LandEOYAmt |
| Land EOYFMV | $229,903 | LandEOYFMVAmt |
| Other Assets BOY | $76,225 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,698 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $82,698 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $139,823,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $146,762,412 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $146,762,412 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $52,650 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $326,209 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $603,671 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $326,209 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $656,321 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $139,497,697 | UnrestrictedBOYAmt |
| Unrestricted EOY | $146,106,091 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $0 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $139,497,697 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $146,106,091 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,823,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $146,762,412 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $139,497,697 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,809,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,418,081 | OtherIncreasesAmt |
| Subtotal | $146,106,091 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $146,106,091 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| WELLS CAPITAL MORTGAGE | $3,320,908 | $3,079,030 | $241,878 | $241,878 |
| GLD GOLD TRUST ETF | $1,600,271 | $1,809,769 | -$209,498 | -$209,498 |
| MAYO MEGA | $7,943,725 | $6,963,153 | $980,572 | $980,572 |
| SIT INVESTMENTS | $4,945,719 | $5,168,328 | -$222,609 | -$222,609 |
| FDN MUTUAL FUND | $7,393,283 | $7,942,028 | -$548,745 | -$548,745 |
| SECURITIES | $1,405,793 | $0 | $1,405,793 | $1,405,793 |
| VARIOUS K-1'S "DETAIL AVAILABLE UPON REQUEST" | $242,130 | $0 | $242,130 | $242,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,889,521 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,978,867 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $140,651,382 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049618 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,730,013 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $153,602,126 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050325 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,594,198 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $151,880,878 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043417 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,185,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $141,806,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.036564 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,764,543 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $136,522,139 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034899 | DistributionYr5Rt |
| Total Distribution | 0.214823 | TotalDistributionRt |
| Average Distribution | 0.042965 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $142,662,747 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,129,505 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,676 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,153,181 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,989,980 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $23,676 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $23,676 | SubtotalAmt |
| Tax Based On Investment Income | $23,676 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $78,899 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $78,899 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $55,223 | OverpaymentAmt |
| Applied To ES Tax | $55,223 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | IN | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Org Report Or Register State | OK | 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 | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.WALTHER.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA DEAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3177086103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 NORTH MERIDIAN STREET STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 (15 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD J BETLEY | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | CHAIRMAN (END OCT 16)/DIRECTOR | 1.0 | $0 | $0 | $0 |
| THOMAS GREIN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR/PRESIDENT(BEG JAN 17) | 10.0 | $40,000 | $0 | $0 |
| SHARON PIERCE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| RICHARD GAYNOR | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| JAMES E RUCKLE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | PRESIDENT (END JAN 17) | 20.0 | $53,250 | $6,816 | $180 |
| GREGORY L PEMBERTON | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | V.CHAIRMAN(END OCT16)/CHAIRMAN | 2.0 | $0 | $0 | $0 |
| DANIEL APPEL | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| NANCY YAW | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| PATRICIA DEAN | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | COO/TREASURER | 32.0 | $103,000 | $79,922 | $1,067 |
| MARY EISLER | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | SECRETARY | 40.0 | $70,685 | $38,641 | $797 |
| JEREMIAH WISE | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| STEFFANIE RHINESMITH | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | CIO (END MAR 17) | 12.0 | $84,978 | $6,547 | $2,156 |
| STEVEN IVY | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| D CRAIG BRATER | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | V.P. PROGRAMS/DIRECTOR | 16.0 | $90,750 | $0 | $1,279 |
| NADINE GIVENS | ||||||||
| 9292 N Meridian St Ste 300 | Indianapolis | IN | 46260 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KELSEY MOLYET | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N MERIDIAN ST STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | FINANCIAL COORDINATO | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,643 | CompensationAmt |
| Employee Benefits | $17,793 | EmployeeBenefitsAmt |
| Expense Account | $561 | ExpenseAccountAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GABELLI ASSET MANAGEMENT COMPANY | |||||
| ONE CORPORATE CENTER | RYE | NY | 105801435 | INVEST. MANAGEMENT | $52,919 |
| STIFEL NICOLAUS AND COMPANY | |||||
| ONE FINANCIAL PLAZA | ST LOUIS | MO | 63102 | INVEST. CONSULTING | $99,250 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANT-MAKING TO RESEARCH INSTITUTIONS IN ORDER TO SUPPORT LABORATORY, CLINICAL, AND BEHAVIORAL CANCER RESEARCH CONDUCTED TO ELIMINATE CANCER CAUSING SUFFERING AND DEATH. | Description1Txt |
| Expenses1 | $6,484,563 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $140,120,302 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,714,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $144,835,276 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $144,835,276 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,172,529 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $142,662,747 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,133,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,133,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,676 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,676 | TotalTaxAmt |
| Distributable Before Adj | $7,109,461 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $7,109,461 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $7,109,461 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,989,980 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $6,989,980 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,676 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,966,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,109,461 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,559,284 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,989,980 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,559,284 | AppliedToYear1Amt |
| Applied To Current Year | $430,696 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $6,678,765 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Paid - See Attached Schedule | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | See Attached Schedule | GrantOrContributionPurposeTxt |
| Amt | $6,484,563 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,484,563 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grants Approved for Future - See Attached | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9292 N Meridian St STE 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46260 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE ATTACHED SCHEDULE | GrantOrContributionPurposeTxt |
| Amt | $11,023,694 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $11,023,694 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,406,311 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,889,521 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$142,024 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,613 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$142,024 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,652,445 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,510,421 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SIT Investment Associates Inc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 IDS Center 80 South 8th Stree | AddressLine1Txt |
| City | Minneapolis | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554022211 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,075 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $45,090 | Amt |
| Net Investment Income | $31,563 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,527 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | FARGO CARRYBACK OF NET OPERATING LOSS | IdentifierTxt |
| Form And Line Reference | FORM 990-T, PART II, LINE 34 IRC SEC. 172(B)(3) | FormAndLineReferenceDesc |
| Medium Explanation | THE TAXPAYER INCURRED A NET OPERATING LOSS IN THE TAX YEAR ENDED 6/30/2017, AND IS ENTITLED TO A TWO-YEAR CARRYBACK UNDER IRC. SEC. 172(B)(1)(A) OF ALL OR A PORTION OF THE LOSS. PURSUANT TO IRC SEC. 172(B)(3), TAXPAYER HEREBY ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO ANY REGULAR TAX AND AMT NET OPERATING LOSSES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE OBLIGATIONS | $1,580,907 | $1,580,907 |
| MUTUAL FUNDS - FIXED INCOME | $3,265,538 | $3,265,538 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $10,908,552 | $10,908,552 |
| EXCHANGE TRADED FUNDS - GOLD | $2,895,621 | $2,895,621 |
| MUTUAL FUNDS - EQUITY | $24,319,732 | $24,319,732 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,715,343 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,715,343 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HEDGE FUNDS - DISTRESSED | $11,732,624 | $11,732,624 |
| HEDGE FUNDS - LONG/SHORT | $14,197,660 | $14,197,660 |
| LP - PRIVATE EQUITY | $6,855,093 | $6,855,093 |
| LP - REAL ASSETS | $10,683,738 | $10,683,738 |
| LP - EQUITY | $16,484,280 | $16,484,280 |
| HEDGE FUNDS - ABSOLUTE RETURN | $19,505,169 | $19,505,169 |
| COMMINGLED TRUSTS | $10,657,157 | $10,657,157 |
| LP - MORTGAGES | $152,743 | $152,743 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,443 | LegalFeesAmt |
| Net Investment Income | $5,441 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,002 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| BOY Book Value | $76,225 | BOYBookValueAmt |
| EOY Book Value | $82,698 | EOYBookValueAmt |
| EOYFMV | $82,698 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $16,147 | $7,061 | $9,086 |
| OUTSIDE SERVICES | $4,595 | $2,009 | $2,586 |
| MAINTENANCE & REPAIR | $6,852 | $2,996 | $3,856 |
| COMPUTER SOFTWARE SUPPORT | $54,893 | $22,329 | $32,563 |
| DUES & SUBSCRIPTIONS | $11,777 | $5,150 | $6,627 |
| TELEPHONE & INTERNET | $13,871 | $6,065 | $7,805 |
| NON-CAPITAL FURNITURE & EQUIP. | $23,537 | $10,292 | $13,245 |
| OFFICE EXPENSE | $10,006 | $4,376 | $5,631 |
| MISCELLANEOUS EXPENSE | $14,956 | $2,754 | $12,202 |
| CHARITABLE CONTRIBUTIONS-K-1'S | $99 | $99 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Other Investment Income | $213,742 | $364,545 |
| Miscellaneous Income | $847 | $847 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $11,418,081 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $5,852 | $5,852 | |
| INVESTMENT FEES | $791,918 | $791,692 | $226 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAXES | $46 | |
| FOREIGN TAXES | $48,832 | $48,832 |
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