BETA

DICKENS FAMILY FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
DICKENS FAMILY FOUNDATION (EIN 58-2581077)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-08-11
IRS object ID
201612249349100716
Schema version
2015v2.0
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)
Return2016-08-11T08:42:43-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Westbrook McGrath Bridges Orth & BrayBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12810 Premiere Parkway Ste 200AddressLine1Txt
CityDuluthCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30097ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582581077EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DICKENS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDICKBusinessNameControlTxt
Phone4042292017PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30002ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROBERT E DICKENS JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2016-08-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonThomas J WestbrookPreparerPersonNm
PTINP01008057PTIN
Phone7706229885PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-12-15 16:53:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,621,647FMVAssetsEOYAmt
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$85,786DividendsRevAndExpnssAmt
Dividends Net Invst Incm$85,786DividendsNetInvstIncmAmt
Dividends Adj Net Incm$85,786DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$125,934NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,027,072GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$125,934CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$211,720TotalRevAndExpnssAmt
Total Net Invst Incm$211,720TotalNetInvstIncmAmt
Total Adj Net Incm$85,786TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$10,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$5,250CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$5,250CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,381TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,381TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$70,923OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$70,923OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$45,668OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$84,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$79,554TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$50,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$154,523ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$154,523ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$239,327TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$79,554TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$205,441TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$27,607ExcessRevenueOverExpensesAmt
Net Investment Income$132,166NetInvestmentIncomeAmt
Adjusted Net Income$85,786AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,691CashBOYAmt
Cash EOY$20,883CashEOYAmt
Cash EOYFMV$20,883CashEOYFMVAmt
Corporate Stock BOY$3,233,344CorporateStockBOYAmt
Corporate Stock EOY$3,196,545CorporateStockEOYAmt
Corporate Stock EOYFMV$3,600,764CorporateStockEOYFMVAmt
Total Assets BOY$3,245,035TotalAssetsBOYAmt
Total Assets EOY$3,217,428TotalAssetsEOYAmt
Total Assets EOYFMV$3,621,647TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$3,245,035UnrestrictedBOYAmt
Unrestricted EOY$3,217,428UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$3,245,035TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,217,428TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,245,035TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,217,428TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,245,035TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$27,607ExcessRevenueOverExpensesAmt
Subtotal$3,217,428SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,217,428TotNetAstOrFundBalancesEOYAmt

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 LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS # 21390P2015-01-012015-06-01$109,664$134,594-$24,930-$24,930
UBS # 21390P2000-01-012015-12-31$453,786$416,751$37,035$37,035
UBS # 21390P2000-01-012015-12-31$123,525$48,675$74,850$74,850
UBS #21858P2015-01-012015-06-15$59,284$57,524$1,760$1,760
UBS #21858P2000-01-012015-12-31$267,486$237,998$29,488$29,488
UBS #21858P2000-01-012015-12-31$13,327$5,596$7,731$7,731
FieldValueIRS element (for citing)
Capital Gain Net Income$125,934CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$23,170NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$77,955AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,727,725NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.02091DistributionYr1Rt
Adjusted Qlfy Distri Yr2$97,600AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,383,363NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.02885DistributionYr2Rt
Adjusted Qlfy Distri Yr3$148,873AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,738,620NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.05436DistributionYr3Rt
Adjusted Qlfy Distri Yr4$142,847AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,737,807NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05218DistributionYr4Rt
Adjusted Qlfy Distri Yr5$116,646AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,513,023NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04642DistributionYr5Rt
Total Distribution0.202713TotalDistributionRt
Average Distribution0.040543AverageDistributionRt
Net Vl Noncharitable Assets$3,709,164NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$150,381AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,322NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$151,703AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$205,441QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,322InvestmentIncomeExciseTaxAmt
Subtotal$1,322SubtotalAmt
Tax Based On Investment Income$1,322TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$31EsPenaltyAmt
Tax Due$1,353TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ROBERT E DICKENS JRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4042292017PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP300021402ZIPCd
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
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
ROBERT E DICKENS JR
1068 VISCOUNT COURTAVONDALE ESTATESGA300021402Trustee0.00$3,500
MICHAEL E DICKENS
1086 BERKELY ROADAVONDALE ESTATESGA300021509SCHSP CMTE0.00$3,500
JULIE A MAGEE
1779 JERICO COURTTUCKERGA30084SCHSP CMTE0.00$3,500
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,749,362AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,765,649TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,765,649AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$56,485CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,709,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$185,458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$185,458MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,322TaxBasedOnInvestmentIncomeAmt
Total Tax$1,322TotalTaxAmt
Distributable Before Adj$184,136DistributableBeforeAdjAmt
Distributable Before Ded$184,136DistributableBeforeDedAmt
Distributable As Adjusted$184,136DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,441ExpensesAndContributionsAmt
Qualifying Distributions$205,441QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,322PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$204,119AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,136DistributableAsAdjustedAmt
Qualifying Distributions$205,441QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$184,136AppliedToCurrentYearAmt
Remaining Distri From Corpus$21,305RemainingDistriFromCorpusAmt
Total Corpus$21,305TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$21,305ExcessDistriCyovToNextYrAmt
Excess From Current Year$21,305ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE DICKENS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11068 VISCOUNT COURTAddressLine1Txt
CityAVONDALE ESTATESCityNm
State AbbreviationGAStateAbbreviationCd
ZIP30002ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4042292017RecipientPhoneNum
Form And Info And MaterialsINFORMATION AVAILABLE TO STUDENTS THROUGH THE GAFFNEY HIGH SCHOOL CAREER SERVICES COUNSELING CENTERFormAndInfoAndMaterialsTxt
Submission DeadlinesJUNE 1STSubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
UNIVERSITY OF SC
1600 HAMPTON STREET 7TH FLOORCOLUMBIASC29208SCHOLARSHIP$13,523
GAFFNEY HIGH SCHOOL
149 TWIN LAKE ROADGAFFNEYSC29341SCHOLARSHIP$47,000
GEORGIA AQUARIUM
225 BAKER STREETATLANTAGA30313CHARITABLE CONTRIBUTION$5,000
UNIVERSITY OF GEORGIA ATHLETIC ASSOC
PO BOX 1472ATHENSGA30603CHARITABLE CONTRIBUTION$11,000
GEORGIA EQUINE RESQUE LEAGUE
156 CLARKE AVESOCIAL CIRCLEGA30025CHARITABLE CONTRIBUTION$32,000
PLANNED PETHOOD
2860 BUFORD HWY F2DULUTHGA30096CHARITABLE CONTRIBUTION$15,000
CHILDRENS HEALTHCARE OF ATLANTA
1405 CLIFTON RD NEATLANTAGA30322CHARITABLE CONTRIBUTION$10,000
DUCKS UNLIMITED
ONE WATERFOWL WAYMEMPHISTN38120CHARITABLE CONTRIBUTION$9,500
NATIONAL WILD TURKEY FEDERATION
PO BOX 530EDGEFIELDSC29824CHARITABLE CONTRIBUTION$6,000
TROUT UNLIMITED
1777 N KENT STREET STE 100ARLINGTONVA22209CHARITABLE CONTRIBUTION$4,000
WILD SHEEP FOUNDATION
720 ALLEN AVECODYWY82414CHARITABLE CONTRIBUTION$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$154,523TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$85,786RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$125,934RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$211,720RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$211,720TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,604$1,604
INVESTMENT EXPENSES$47,302$47,302$23,651
TRUSTEE FEES$22,017$22,017$22,017

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL INCOME TAXESCategoryTxt
Amt$1,381Amt
Net Investment Income$1,381NetInvestmentIncomeAmt

Comments

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