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JOHN & TAMI MARICK FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JOHN & TAMI MARICK FOUNDATION INC (EIN 46-2345457)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-12
IRS object ID
201731329349101818
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)
Return2017-05-12T12:29:14-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462345457EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1John & Tami Marick Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Consumer CellularInCareOfNm
Business Name ControlJOHNBusinessNameControlTxt
Phone5032011000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17204 SW Durham RdAddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN MARICKPersonNm
Person TitlepresidentPersonTitleTxt
Phone5032011000PhoneNum
Signature2017-05-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171325000078FederalOriginalSubmissionId
Federal Original Submission Id2017-05-12FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdA03CA8425FE017993163D7917FD3F5FFAC126974AtSubmissionCreationDeviceId
At Submission Filing Device Id70AA59F2BE43B178611149847D763A183DD9022DAtSubmissionFilingDeviceId
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$585,366FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,338DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,338DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$31,815NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$475,987GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$19,460TotalRevAndExpnssAmt
Total Net Invst Incm$12,355TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,516OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,516OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$912TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$13,088OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$50OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,038OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$17,516TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,566TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,038TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,516TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,566TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,038TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,976ExcessRevenueOverExpensesAmt
Net Investment Income$8,789NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$10,075SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,669SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,669SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$622,599CorporateStockBOYAmt
Corporate Stock EOY$569,029CorporateStockEOYAmt
Corporate Stock EOYFMV$567,697CorporateStockEOYFMVAmt
Total Assets BOY$632,674TotalAssetsBOYAmt
Total Assets EOY$586,698TotalAssetsEOYAmt
Total Assets EOYFMV$585,366TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$632,674RetainedEarningBOYAmt
Retained Earning EOY$586,698RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$632,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$586,698TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$632,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$586,698TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$632,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,976ExcessRevenueOverExpensesAmt
Subtotal$586,698SubtotalAmt
Tot Net Ast Or Fund Balances EOY$586,698TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$475,987GrossSalesPriceAmt
Cost Or Other Basis$507,802CostOrOtherBasisAmt
Gain Or Loss-$31,815GainOrLossAmt
Gains Minus Excess Or Losses-$31,815GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$31,815CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$13,040AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$441,386NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.029543DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,841AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$66,350NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.088033DistributionYr2Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.117576TotalDistributionRt
Average Distribution0.039192AverageDistributionRt
Net Vl Noncharitable Assets$578,839NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$22,686AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$88NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$22,774AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,038QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$176InvestmentIncomeExciseTaxAmt
Subtotal$176SubtotalAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Overpayment$324OverpaymentAmt
Applied To ES Tax$200AppliedToESTaxAmt
Refund$124RefundAmt

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 StateOROrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Consumer CellularBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5032011000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17204 SW Durham Road Suite 300AddressLine1Txt
CityPortlandCityNm
State AbbreviationORStateAbbreviationCd
ZIP97224ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Brandon Marick
7204 SW Durham RdPortlandOR97224Dir1.0$0$0$0
John Marick
7204 SW Durham RdPortlandOR97224Pres / Dir1.0$0$0$0
Kelsie Marick
7204 SW Durham RdPortlandOR97224Dir1.0$0$0$0
Tami Marick
7204 SW Durham RdPortlandOR97224Dir / Sec / Treas1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$572,126AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,528AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$587,654TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$587,654AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,815CashDeemedCharitableAmt
Net Vl Noncharitable Assets$578,839NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,942MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,942MinimumInvestmentReturnAmt
Tax Based On Investment Income$176TaxBasedOnInvestmentIncomeAmt
Total Tax$176TotalTaxAmt
Distributable Before Adj$28,766DistributableBeforeAdjAmt
Distributable Before Ded$28,766DistributableBeforeDedAmt
Distributable As Adjusted$28,766DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,038ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$22,038QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,038AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,766DistributableAsAdjustedAmt
Undistributed Income PY$5,972UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$22,038QualifyingDistributionsAmt
Applied To Year1$5,972AppliedToYear1Amt
Applied To Current Year$16,066AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$12,700UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJohn MarickContributingManagerNm
Contributing ManagerTami MarickContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT JOHN SOCIETY
PO BOX 1004CORVALLISOR97339N/APCGeneral & Unrestricted$3,000
SPECIAL OLYMPICS OREGON INC
5901 SW MACADAM AVE STE 200PORTLANDOR97239N/APCCharitable Event$1,000
YOUNG LIFE - BOSTON NORTH SHORE
PO BOX 2117SOUTH HAMILTONMA01982N/APCGeneral & Unrestricted$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,338ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$31,815ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$19,460ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$19,460TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ARTISAN INTERNATIONAL FUND$33,405$31,518
BRANDES INTERNATIONAL SMALL$31,526$31,065
BROWN CAPITAL MGMT SMALL COMPA$23,012$23,606
DELAWARE SM CAP VALUE FUND$17,135$16,896
FINANCIAL SELECT SECTOR$22,852$22,553
FRANKLIN FLOATING RATE DAILY$34,058$34,135
HARBOR FDS INTL FD$31,624$30,947
HARDING, LOEVNER FUNDS, INC.$17,100$16,945
MATTHEWS PACIFIC TIGER FUND$22,846$19,967
PIMCO FUNDS FOREIGN BOND FUND$26,378$25,495
SCHWAB STRATEGIC TR US LARGE$21,486$23,949
SCHWAB U.S. LARGE-CAP GROWTH$45,012$48,237
VANGAURD HIGH-YIELD CORPORATE$35,566$36,048
VANGUARD INT TRM BD$114,052$113,805
VANGUARD MID-CAP GROWTH ETF$20,343$20,077
VANGUARD SHORT-TERM CORPORATE$72,634$72,454

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$12,900$12,900
Bank Charges$50$50
State or Local Filing Fees$138$138

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$3,516Amt
Net Investment Income$3,516NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2016$500
990-PF Extension for 2015$412

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