BETA

P AND C CARROLL FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
P AND C CARROLL FOUNDATION (EIN 45-0529796)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-04
IRS object ID
201711299349101296
Schema version
2016v3.0
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)
Return2017-05-04T16:01:27-04:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

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 Begin2016-01-01TaxPeriodBeginDt

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 P CARROLLPersonNm
Person TitleSECRETARY AS NEPersonTitleTxt
Phone7132835200PhoneNum
Signature2017-05-04SignatureDt
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 Address98.200.160.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm15:12:38IPTm
Federal Original Submission Id7928352017129bfhotkhFederalOriginalSubmissionId
Federal Original Submission Id2017-05-09FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id13B18C4F7EC4EFFFB0B6BC5545024744FCD08177AtSubmissionCreationDeviceId
At Submission Filing Device Id13B18C4F7EC4EFFFB0B6BC5545024744FCD08177AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,051,191FMVAssetsEOYAmt
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$63,316DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,316DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$49,770NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$472,342GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$49,770CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$113,086TotalRevAndExpnssAmt
Total Net Invst Incm$113,086TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$6,750OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,750OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$28,994OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$28,994OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$35,744TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,744TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$381,237ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$381,237ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$416,981TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,744TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$381,237TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$303,895ExcessRevenueOverExpensesAmt
Net Investment Income$77,342NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,316,908CashBOYAmt
Cash EOY$852,942CashEOYAmt
Cash EOYFMV$852,942CashEOYFMVAmt
Corporate Stock BOY$2,111,551CorporateStockBOYAmt
Corporate Stock EOY$2,260,813CorporateStockEOYAmt
Corporate Stock EOYFMV$2,935,183CorporateStockEOYFMVAmt
Other Investments BOY$260,154OtherInvestmentsBOYAmt
Other Investments EOY$270,988OtherInvestmentsEOYAmt
Other Investments EOYFMV$263,066OtherInvestmentsEOYFMVAmt
Other Assets BOY$25OtherAssetsBOYAmt
Total Assets BOY$3,688,638TotalAssetsBOYAmt
Total Assets EOY$3,384,743TotalAssetsEOYAmt
Total Assets EOYFMV$4,051,191TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,688,638RetainedEarningBOYAmt
Retained Earning EOY$3,384,743RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,688,638TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,384,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,688,638TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,384,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,688,638TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$303,895ExcessRevenueOverExpensesAmt
Subtotal$3,384,743SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,384,743TotNetAstOrFundBalancesEOYAmt

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
MOR STAN LT PDF ATTACH ACCT 823327P2015-01-012016-12-31$13,617$15,810-$2,193
MOR STAN ST PDF ATTACH ACCT 823327P2016-06-302016-12-31$12,455$13,909-$1,454
MOR STAN LT PDF ATTACH ACCT 824327P2015-01-012016-12-31$184,995$148,216$36,779
MOR STAN ST PDF ATTACH ACCT 824327P2016-06-302016-12-31$101,922$130,578-$28,656
MOR STAN LT PDF ATTACH ACCT 825327P2015-01-012016-12-31$129,762$89,771$39,991
MOR STAN ST PDF ATTACH ACCT 825327P2016-06-302016-12-31$29,591$24,289$5,302
FieldValueIRS element (for citing)
Capital Gain Net Income$49,770CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$24,808NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$265,350AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,252,794NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.062394DistributionYr1Rt
Adjusted Qlfy Distri Yr2$240,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,516,060NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053299DistributionYr2Rt
Adjusted Qlfy Distri Yr3$355,502AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,407,469NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.080659DistributionYr3Rt
Adjusted Qlfy Distri Yr4$351,015AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,254,981NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.082495DistributionYr4Rt
Adjusted Qlfy Distri Yr5$278,482AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,264,721NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065299DistributionYr5Rt
Total Distribution0.344146TotalDistributionRt
Average Distribution0.068829AverageDistributionRt
Net Vl Noncharitable Assets$3,222,040NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$221,770AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$773NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$222,543AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$381,237QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$773InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$773SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,709EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,709TotalPaymentsAndCreditsAmt
Overpayment$5,936OverpaymentAmt
Applied To ES Tax$5,936AppliedToESTaxAmt

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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
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$2,186,182AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,084,925AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,271,107TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,271,107AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,067CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,222,040NetVlNoncharitableAssetsAmt
Minimum Investment Return$161,102MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$161,102MinimumInvestmentReturnAmt
Tax Based On Investment Income$773TaxBasedOnInvestmentIncomeAmt
Total Tax$773TotalTaxAmt
Distributable Before Adj$160,329DistributableBeforeAdjAmt
Distributable Before Ded$160,329DistributableBeforeDedAmt
Distributable As Adjusted$160,329DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$381,237ExpensesAndContributionsAmt
Qualifying Distributions$381,237QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$773PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$380,464AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$160,329DistributableAsAdjustedAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Excess Distribution Cyov Yr5$68,839ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$140,436ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$140,725ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,572ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,044ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$421,616TotalExcessDistributionCyovAmt
Qualifying Distributions$381,237QualifyingDistributionsAmt
Applied To Current Year$160,329AppliedToCurrentYearAmt
Remaining Distri From Corpus$220,908RemainingDistriFromCorpusAmt
Total Corpus$642,524TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$68,839ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$573,685ExcessDistriCyovToNextYrAmt
Excess From Year4$140,436ExcessFromYear4Amt
Excess From Year3$140,725ExcessFromYear3Amt
Excess From Year2$21,572ExcessFromYear2Amt
Excess From Year1$50,044ExcessFromYear1Amt
Excess From Current Year$220,908ExcessFromCurrentYearAmt

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 FILE ATTACHEDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19660 HILLCROFTAddressLine1Txt
CityHOUSTONCityNm
State AbbreviationTXStateAbbreviationCd
ZIP77096ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeALL CONTRIB MADE TO 501C3 ORGANIZATIONSGrantOrContributionPurposeTxt
Amt$381,237Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$381,237TotalGrantOrContriPdDurYrAmt
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$63,316ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$49,770ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$113,086ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$113,086TotalIncomeProducingActyAmt

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$327,098$385,810
PDF ATTACHED MOR STAN 141824$780,721$897,290
PDF ATTACHED MOR STAN 141825$1,152,994$1,652,083

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemBLACKROCK STRATEGIC INC OPPORTCategoryOrItemTxt
Book Value$270,988BookValueAmt
EOYFMV$263,066EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDENDS RECEIVABLEDesc
BOY Book Value$25BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$28,994RevenueAndExpensesPerBooksAmt
Net Investment Income$28,994NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTAX RETURN PREP FEESCategoryTxt
Amt$6,750Amt
Net Investment Income$6,750NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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