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JBJ FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
JBJ FOUNDATION INC (EIN 72-1421150)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-12
IRS object ID
201621339349103007
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)
Return2016-05-12T14:24:40-07:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JAMES SANDERLIN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11804 WOODHAVEN DR UNIT DAddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP71201ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721421150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JBJ FoundationIncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJBJFBusinessNameControlTxt
Phone3183870281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJODIE LYLEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3183870281PhoneNum
Signature2016-05-06SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES L SANDERLINPreparerPersonNm
Phone3183880986PhoneNum
Preparation2016-05-12PreparationDt
Self EmployedYes (X)SelfEmployedInd
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$763,169FMVAssetsEOYAmt
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$8,710DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,710DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$8,710TotalRevAndExpnssAmt
Total Net Invst Incm$8,710TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,550AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,550AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,932OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$6,932OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$10OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,492TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,492TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$50,735ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,735ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$59,227TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$59,227TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,517ExcessRevenueOverExpensesAmt
Net Investment Income$8,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,587CashBOYAmt
Cash EOY$19,292CashEOYAmt
Cash EOYFMV$19,292CashEOYFMVAmt
Corporate Stock BOY$851,556CorporateStockBOYAmt
Corporate Stock EOY$743,877CorporateStockEOYAmt
Corporate Stock EOYFMV$743,877CorporateStockEOYFMVAmt
Total Assets BOY$863,143TotalAssetsBOYAmt
Total Assets EOY$763,169TotalAssetsEOYAmt
Total Assets EOYFMV$763,169TotalAssetsEOYFMVAmt
Deferred Revenue BOY$226,994DeferredRevenueBOYAmt
Deferred Revenue EOY$190,315DeferredRevenueEOYAmt
Total Liabilities BOY$226,994TotalLiabilitiesBOYAmt
Total Liabilities EOY$190,315TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$636,149UnrestrictedBOYAmt
Unrestricted EOY$572,854UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$636,149TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$572,854TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$863,143TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$763,169TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$636,149TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,517ExcessRevenueOverExpensesAmt
Other Increases-$12,778OtherIncreasesAmt
Subtotal$572,854SubtotalAmt
Tot Net Ast Or Fund Balances EOY$572,854TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Goodwood SMID Cap DiscoverP2014-01-022015-10-13$40,000$0$46,149-$6,149$0$0$0-$6,149
Goodwood SMID Cap DiscoverP2014-01-022015-10-15$11,199$0$12,770-$1,571$0$0$0-$1,571
Goodwood SMID Cap DiscoverP2014-02-072015-10-15$3,801$0$4,335-$534$0$0$0-$534
Goodwood SMID Cap DiscoverP2014-02-072015-10-15$61,238$0$71,746-$10,508$0$0$0-$10,508
Royal Bank CanadaP2014-02-072015-10-19$5,783$0$5,239$544$0$0$0$544
The Chomours CompanyP2011-07-072015-07-01$10$0$9$1$0$0$0$1
Travelers Companies IncP2013-05-102015-01-13$4,881$0$3,979$902$0$0$0$902
FieldValueIRS element (for citing)
Capital Gain Net Income-$17,315CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Adjusted Qlfy Distri Yr1$71,187AdjustedQlfyDistriYr1Amt
Distribution Yr10.000000DistributionYr1Rt
Adjusted Qlfy Distri Yr2$62,078AdjustedQlfyDistriYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Adjusted Qlfy Distri Yr3$52,907AdjustedQlfyDistriYr3Amt
Distribution Yr30.000000DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,570AdjustedQlfyDistriYr4Amt
Distribution Yr40.000000DistributionYr4Rt
Adjusted Qlfy Distri Yr5$63,010AdjustedQlfyDistriYr5Amt
Total Distribution0.000000TotalDistributionRt
Average Distribution0.000000AverageDistributionRt
Net Vl Noncharitable Assets$751,721NetVlNoncharitableAssetsAmt
Net Investment Income Pct$87NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$87AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$59,227QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Ruling Letter1999-03-29RulingLetterDt
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$87InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$87SubtotalAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Original Return Tax Paid$0OriginalReturnTaxPaidAmt
Tax Due$87TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateLAOrgReportOrRegisterStateCd
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 Addresshttp://www.990pf.com/lookup.htmWebsiteAddressTxt
Individual With BooksJODI LYLEIndividualWithBooksNm
Phone3183870281PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
J BISHOP JOHNSTON
3600 Loop RDMonroeLA71201President0$0$0$0
DOROTHY J JOHNSTON
3600 Loop RDMonroeLA71201Secretary0$0$0$0
ELIZABETH J GUERRIERO
2757 Point driveMonroeLA71201Board0$0$0$0
DOROTHY J VINES
2771 Point DriveMonroeLA71201Board0$0$0$0
JODIE JOHNSTON LYLE
3016 River Oaks DrMonroeLA71201Board0$0$0$0
KATHERINE PATRICK
2702 River Oaks DriveMonroeLA71201Board0$0$0$0
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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$763,169FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$763,169TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$763,169AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$751,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$37,586MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$37,586MinimumInvestmentReturnAmt
Tax Based On Investment Income$87TaxBasedOnInvestmentIncomeAmt
Total Tax$87TotalTaxAmt
Distributable Before Adj$37,499DistributableBeforeAdjAmt
Distributable Before Ded$37,499DistributableBeforeDedAmt
Deduction From Distributable$59,227DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$59,227ExpensesAndContributionsAmt
Qualifying Distributions$59,227QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$87PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$59,140AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$22,374ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$12,820ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$13,814ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$29,215ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$78,223TotalExcessDistributionCyovAmt
Qualifying Distributions$59,227QualifyingDistributionsAmt
Remaining Distri From Corpus$59,227RemainingDistriFromCorpusAmt
Total Corpus$137,450TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$22,374ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$115,076ExcessDistriCyovToNextYrAmt
Excess From Year4$12,820ExcessFromYear4Amt
Excess From Year3$13,814ExcessFromYear3Amt
Excess From Year1$29,215ExcessFromYear1Amt
Excess From Current Year$59,227ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJODI J LYLERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 4570AddressLine1Txt
CityMonroeCityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3183870281RecipientPhoneNum
Form And Info And MaterialsNO SET FORM;CONFIRM TAX STATUS OF APPLICANT AND USE OF GIFTFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONE, IF WITHIN OUR TAX-EXEMPT CONDITIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
All Saint Anglican Church
4201 Forsythe AvenueMonroeLA71201PublicReligion$6,800
Alzheimer's Association
PO Box 2471MonroeLA71207PublicResearch$200
ARCO
P O Box 1462MonroeLA71201PublicNeeded$500
Center for Children
622 Riverside DrMonroeLA71201PublicNeeded$1,500
Council on Aging
2407 FerrandMonroeLA71201PublicAging$600
Food Bank
4600 Central AveMonroeLA71213PublicNeeded$3,000
Grace Episcopal School
1400 North 4thMonroeLA71201PrivateEducation$10,250
Louisiana Purchase Council
P O Box 14772Baton RougeLA70898PublicEducation$150
LA State Trooper Asso
8120 Jefferson HwyBaton RougeLA70809PublicProtection$100
St Judes Hospital
501 St Jude PlaceMemphisTN381051942PublicResearch$200
ST Vincent de Paul Pharmacy
Grammont StMonroeLA71203PrivateMedical$5,000
Sterlington Angel
Hwy 165 NorthSterlingtonLA71740PublicEducation$1,000
The Assembly
715 Cyress STWest MonroeLA71291PublicRegilion$5,000
The United Way of Northease LA
1201 Hudson LaneMonroeLA71201PublicResearch$12,000
ULM Athletic Fund
700 UniversityMonroeLA71203PublicEducation$3,000
Miscellaneous
MiscellaneousMonroeLA71201PublicVarious$1,435
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,735TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$8,710UnrelatedBusinessTaxblIncmAmt
Exclusion7ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$17,314RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$8,710UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm-$17,314RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$8,604TotalIncomeProducingActyAmt

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)
CategoryJames L Sanderlin Accounting and Tax ServicesCategoryTxt
Amt$1,550Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescState annual reportDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$10DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Capital Gains & Losses-$12,789
Rounding$11

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategorySchwab Broker FeesCategoryTxt
Amt$6,932Amt

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