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FATHER JOHN P RAYNOR CHARITABLE TR: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
FATHER JOHN P RAYNOR CHARITABLE TR (EIN 39-6781273)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-09
IRS object ID
201711299349101431
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)
Return2017-05-09T12:07:42-07:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TMI Trust CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111270 West Park Place Ste 105AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396781273EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1RAYNOR FATHER JOHN P CHARITABLE TRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRAYNBusinessNameControlTxt
Phone9207357810PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O BMO HARRIS BANK NA PO BOX 2977AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH HORSTMEIERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone9207357810PhoneNum
Signature2017-05-08SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA LESPERANCE CPAPreparerPersonNm
Phone4148153956PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address199.181.202.7IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-05-09IPDt
IP Tm12:07:18IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id940C0684974943ECEFFADD7BC34D5407148BAB9DAtSubmissionCreationDeviceId
At Submission Filing Device Id05CA157070A4A75FE88587430ED326213F5C8948AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,606,891FMVAssetsEOYAmt
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$298,011DividendsRevAndExpnssAmt
Dividends Net Invst Incm$298,011DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$434,599NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,925,494GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$434,599CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,764OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$740,374TotalRevAndExpnssAmt
Total Net Invst Incm$732,610TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$108,655CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$108,655CompOfcrDirTrstNetInvstIncmAmt
Accounting Fees Rev And Expnss$800AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$800AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$17,503TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,747TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$126,958TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$111,402TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$800TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$763,885ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$763,885ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$890,843TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$111,402TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$764,685TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$150,469ExcessRevenueOverExpensesAmt
Net Investment Income$621,208NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$117,706SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$211,473SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$211,473SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$548,622CorporateStockBOYAmt
Corporate Stock EOY$548,622CorporateStockEOYAmt
Corporate Stock EOYFMV$881,584CorporateStockEOYFMVAmt
Corporate Bonds BOY$11,643,270CorporateBondsBOYAmt
Corporate Bonds EOY$11,387,880CorporateBondsEOYAmt
Corporate Bonds EOYFMV$14,475,800CorporateBondsEOYFMVAmt
Other Assets BOY$35,738OtherAssetsBOYAmt
Other Assets EOY$38,034OtherAssetsEOYAmt
Other Assets EOYFMV$38,034OtherAssetsEOYFMVAmt
Total Assets BOY$12,345,336TotalAssetsBOYAmt
Total Assets EOY$12,186,009TotalAssetsEOYAmt
Total Assets EOYFMV$15,606,891TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$12,345,336CapitalStockBOYAmt
Capital Stock EOY$12,186,009CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$12,345,336TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,186,009TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,345,336TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,186,009TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,345,336TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$150,469ExcessRevenueOverExpensesAmt
Other Increases$789OtherIncreasesAmt
Subtotal$12,195,656SubtotalAmt
Other Decreases$9,647OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$12,186,009TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
See Attached List of AssetsP2016-01-012016-12-31$393,353$0$394,921-$1,568$0$0$0-$1,568
See Attached list of AssetsP2010-01-012016-12-31$149,016$0$0$149,016$0$0$0$149,016
Long Term Capital Gain DividendP2010-01-012016-12-31$3,383,125$0$3,095,974$287,151$0$0$0$287,151
FieldValueIRS element (for citing)
Capital Gain Net Income$434,599CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$1,568NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$834,296AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$16,031,765NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.052040DistributionYr1Rt
Adjusted Qlfy Distri Yr2$822,128AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,321,613NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.050371DistributionYr2Rt
Adjusted Qlfy Distri Yr3$765,040AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$15,429,312NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049584DistributionYr3Rt
Adjusted Qlfy Distri Yr4$732,728AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$14,400,759NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050881DistributionYr4Rt
Adjusted Qlfy Distri Yr5$751,772AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,376,574NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052291DistributionYr5Rt
Total Distribution0.255167TotalDistributionRt
Average Distribution0.051033AverageDistributionRt
Net Vl Noncharitable Assets$15,412,545NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$786,548AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$6,212NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$792,760AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$764,685QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,424InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,424SubtotalAmt
Tax Based On Investment Income$12,424TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,756EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$14,756TotalPaymentsAndCreditsAmt
Original Return Overpayment-$14,756OriginalReturnOverpaymentAmt
Overpayment$2,332OverpaymentAmt
Applied To ES Tax$2,332AppliedToESTaxAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1BMO HARRIS BANK NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4142877181PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1111 E KILBOURN AVE STE 200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Relying Current Ntc Dsstr AsstYes (X)RelyingCurrentNtcDsstrAsstInd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BMO HARRIS BANK NABusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 E KILBOURN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos11.00AverageHrsPerWkDevotedToPosRt
Compensation$108,655CompensationAmt
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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$15,647,254AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,647,254TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,647,254AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$234,709CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,412,545NetVlNoncharitableAssetsAmt
Minimum Investment Return$770,627MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$770,627MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,424TaxBasedOnInvestmentIncomeAmt
Total Tax$12,424TotalTaxAmt
Distributable Before Adj$758,203DistributableBeforeAdjAmt
Distributable Before Ded$758,203DistributableBeforeDedAmt
Distributable As Adjusted$758,203DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$764,685ExpensesAndContributionsAmt
Qualifying Distributions$764,685QualifyingDistributionsAmt
Adjusted Qualifying Distri$764,685AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$758,203DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$39,915ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,840ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,327ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$28,564ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$47,464ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,110TotalExcessDistributionCyovAmt
Qualifying Distributions$764,685QualifyingDistributionsAmt
Applied To Current Year$758,203AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,482RemainingDistriFromCorpusAmt
Total Corpus$148,592TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$39,915ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$108,677ExcessDistriCyovToNextYrAmt
Excess From Year4$20,840ExcessFromYear4Amt
Excess From Year3$5,327ExcessFromYear3Amt
Excess From Year2$28,564ExcessFromYear2Amt
Excess From Year1$47,464ExcessFromYear1Amt
Excess From Current Year$6,482ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBMO HARRIS BANK NARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1111 E KILBOURN AVE STE 200AddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
Form And Info And MaterialsNOT APPLICABLEFormAndInfoAndMaterialsTxt
Submission DeadlinesNOT APPLICABLESubmissionDeadlinesTxt
Restrictions On AwardsPURSUANT TO THE TRUST DOCUMENT ALL NET INCOME PAYABLE TO MARQUETTE UNIVERSITY.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARQUETTE UNIVERSITYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11217 W WISCONSIN AVEAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP53233ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusEXEMPTRecipientFoundationStatusTxt
Grant Or Contribution PurposeEDUCATIONGrantOrContributionPurposeTxt
Amt$763,885Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$763,885TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$298,011ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$434,598ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$732,609ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$732,609TotalIncomeProducingActyAmt

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

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
INTEREST PD ON PURCHASE DEFERRED TO 2017$687
Adjustments for accrual differences$8,960

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescExcise Tax RefundDesc
Revenue And Expenses Per Books$7,764RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINTEREST PAID ON PURCHASE- PRIOR YEARDesc
Amt$789Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ESTIMATED TAX PMTS$14,756
FOREIGN TAX$2,747$2,747

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