HILLQUIST IRRV FAM FOUNDATION TR UA 01121999: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
HILLQUIST IRRV FAM FOUNDATION TR UA 01121999 (EIN 38-6750813)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-03-19
IRS object ID
201610799349100001
Schema version
2015v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-03-19T09:56:59-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN202349670PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DGN LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 947AddressLine1Txt
CityTRAVERSE CITYCityNm
State AbbreviationMIStateAbbreviationCd
ZIP496850947ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN386750813EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HILLQUIST IRREVOCABLE FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHILLBusinessNameControlTxt
Phone2318820233PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1Txt
CityBENZONIACityNm
State AbbreviationMIStateAbbreviationCd
ZIP496169607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON HILLQUISTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2318820233PhoneNum
Signature2016-03-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY F KRANTZPreparerPersonNm
PTINP00037663PTIN
Phone2319461722PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$197,930FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1,794InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,794InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,931DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,931DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$5,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$24,486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$5,584CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$14,309TotalRevAndExpnssAmt
Total Net Invst Incm$14,309TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$13InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$83TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$816TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,816TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$12,493ExcessRevenueOverExpensesAmt
Net Investment Income$14,309NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,804SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$20,572SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$20,572SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$7,822AcctRcvblAmt
Acct Rcvbl EOY$7,822AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$7,822AcctRcvblEOYFMVAmt
Other Investments BOY$193,896OtherInvestmentsBOYAmt
Other Investments EOY$169,536OtherInvestmentsEOYAmt
Other Investments EOYFMV$169,536OtherInvestmentsEOYFMVAmt
Total Assets BOY$196,700TotalAssetsBOYAmt
Total Assets EOY$197,930TotalAssetsEOYAmt
Total Assets EOYFMV$197,930TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$196,700UnrestrictedBOYAmt
Unrestricted EOY$197,930UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$196,700TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$197,930TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$196,700TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$197,930TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$196,700TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$12,493ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$209,193SubtotalAmt
Other Decreases$11,263OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$197,930TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
657.895 FEDERATED STRATEGIC VALUE FUND AP2013-07-112015-05-18$4,000$3,851$149$149
479.616 LORD ABBETT INTL DIVIDENDP2010-11-092015-08-15$4,000$4,417-$417-$417
661.455 LORD ABBETT AFFILIATED FUND AP2010-11-092015-05-18$11,000$7,590$3,410$3,410
369.458 LORD ABBETT BOND DEBENTUREP2010-11-092015-05-18$3,000$3,044-$44-$44
CAPITAL GAINS DIVIDENDSP$2,486$2,486$2,486
FieldValueIRS element (for citing)
Capital Gain Net Income$5,584CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,217AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$190,399NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048409DistributionYr1Rt
Adjusted Qlfy Distri Yr2$9,829AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$189,218NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.051945DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,155AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$188,845NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.059070DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,400AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$181,973NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029675DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$179,466NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044577DistributionYr5Rt
Total Distribution0.233676TotalDistributionRt
Average Distribution0.046735AverageDistributionRt
Net Vl Noncharitable Assets$194,355NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$9,083AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$143NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,226AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$286InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$286SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$286TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$286TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARON M HILLQUISTIndividualWithBooksNm
Phone2318820233PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1Txt
CityBENZONIACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49616ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSHARON M HILLQUISTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16227 RIDGE DRIVEAddressLine1Txt
CityBENZONIACityNm
State AbbreviationMIStateAbbreviationCd
ZIP49616ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
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
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$181,716AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,599AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$197,315TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$197,315AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,960CashDeemedCharitableAmt
Net Vl Noncharitable Assets$194,355NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,718MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,718MinimumInvestmentReturnAmt
Tax Based On Investment Income$286TaxBasedOnInvestmentIncomeAmt
Total Tax$286TotalTaxAmt
Distributable Before Adj$9,432DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,432DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,432DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,432DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$465ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$560ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,025TotalExcessDistributionCyovAmt
Qualifying Distributions$1,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,000AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$1,025ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$1,025ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,407UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSHARON M HILLQUISTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1HARTLAND AREA HISTORICAL SOCIETYBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13503 AVON STREETAddressLine1Txt
CityHARTLANDCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48353ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusNOT-FOR-PROFIT ORGANRecipientFoundationStatusTxt
Grant Or Contribution PurposeOPERATION OF THE FLORENCE B DEARING MUSEUMGrantOrContributionPurposeTxt
Amt$1,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,794ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,931ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,584ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$14,309ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,309TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$720Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSFMV$82,722$82,722
STOCKSFMV$54,070$54,070
BONDSFMV$32,744$32,744

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON STOCKS AND BONDSDesc
Amt$11,263Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$83Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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