W JAMES AND JANE K TRUETTNER FOUNDATION: Form 990PF, tax year 2014
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- Organization
- W JAMES AND JANE K TRUETTNER FOUNDATION (EIN 36-3499982)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349101145
- Schema version
- 2014v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:14:14-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541149263 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNT HYDE & BARBOUR PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2560 | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | VI | StateAbbreviationCd |
| ZIP | 22604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363499982 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUETTNER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O W JAMES TRUETTNER III | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUE | BusinessNameControlTxt |
| Phone | 9703495883 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | W JAMES TRUETTNER JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9703495883 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | C SCOTT MOULDEN | PreparerPersonNm |
| PTIN | P00194656 | PTIN |
| Phone | 5406623417 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,241,497 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $27,667 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,667 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $174,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $413,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $174,861 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $202,528 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $202,528 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,310 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,025 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,025 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,856 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,360 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $122,618 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,910 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $195,305 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,768 | CashEOYAmt |
| Cash EOYFMV | $1,768 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $180,329 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $117,615 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $117,615 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,165,817 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,307,620 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,122,114 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,346,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,427,003 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,241,497 | TotalAssetsEOYFMVAmt |
| Grants Payable EOY | $1,000 | GrantsPayableEOYAmt |
| Loans From Officers BOY | $53 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $53 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,346,093 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,426,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,346,093 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,346,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,427,003 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,346,093 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,910 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,426,003 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,426,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DIVIDENDS | P | $6,615 | $6,615 | $6,615 | |||
| 350_SHS_CITRIX SYSTEMS INC | P | $21,657 | -$663 | -$663 | 2012-10-23 | 2014-01-16 | $22,320 |
| 200_SHS_CITRIX SYSTEMS INC | P | $12,375 | $974 | $974 | 2013-10-30 | 2014-01-16 | $11,401 |
| 250_SHS_MEAD JOHNSON NUTRITION CO | P | $20,657 | $1,652 | $1,652 | 2012-09-06 | 2014-01-22 | $19,005 |
| 200_SHS_MEAD JOHNSON NUTRITION CO | P | $16,525 | $2,887 | $2,887 | 2012-11-28 | 2014-01-22 | $13,638 |
| 1938.819_SHS_WILLIAM BLAIR INTL GROWTH-I | P | $51,902 | $6,902 | $6,902 | 2013-01-10 | 2014-01-23 | $45,000 |
| 100_SHS_KEURIG GREEN MOUNTAIN INC | P | $12,371 | $7,266 | $7,266 | 2012-01-18 | 2014-02-20 | $5,105 |
| 125_SHS_KEURIG GREEN MOUNTAIN INC | P | $15,464 | $9,698 | $9,698 | 2012-04-25 | 2014-02-20 | $5,766 |
| 120_SHS_O'REILLY AUTOMOTIVE INC | P | $18,358 | $13,592 | $13,592 | 2010-03-05 | 2014-02-25 | $4,766 |
| 155_SHS_O'REILLY AUTOMOTIVE INC | P | $23,713 | $18,014 | $18,014 | 2009-05-20 | 2014-02-25 | $5,699 |
| 105_SHS_ALLERGAN INC | P | $17,243 | $10,358 | $10,358 | 2010-10-04 | 2014-04-23 | $6,885 |
| 395_SHS_ALLERGAN INC | P | $64,865 | $40,064 | $40,064 | 2007-09-21 | 2014-04-23 | $24,801 |
| 305_SHS_ALLERGAN INC | P | $51,497 | $32,347 | $32,347 | 2007-09-21 | 2014-05-05 | $19,150 |
| 150_SHS_ALLERGAN INC | P | $25,326 | $16,829 | $16,829 | 2008-03-19 | 2014-05-05 | $8,497 |
| 180_SHS_GOPRO INC-CLASS A | P | $5,686 | $1,366 | $1,366 | 2014-06-26 | 2014-06-26 | $4,320 |
| 105_SHS_DICK'S SPORTING GOODS INC | P | $4,708 | $712 | $712 | 2011-03-03 | 2014-07-11 | $3,996 |
| 400_SHS_DICK'S SPORTING GOODS INC | P | $17,937 | $2,178 | $2,178 | 2011-05-17 | 2014-07-11 | $15,759 |
| 600_SHS_DICK'S SPORTING GOODS INC | P | $26,905 | $4,070 | $4,070 | 2011-03-03 | 2014-07-11 | $22,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $174,861 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $87,831 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,904,629 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046114 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $64,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,649,920 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039105 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $61,537 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,509,075 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040778 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $74,425 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,345,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055334 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,940 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,130,161 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.109666 | DistributionYr5Rt |
| Total Distribution | 0.290997 | TotalDistributionRt |
| Average Distribution | 0.058199 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,172,218 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,421 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $105,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,026 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | W JAMES TRUETTNER III | IndividualWithBooksNm |
| Phone | 9703495883 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 247 | AddressLine1Txt |
| City | CRESTED BUTTE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| W JAMES TRUETTNER JR | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | PRESIDENT | 5.00 | $2,000 | $0 | $0 |
| W JAMES TRUETTNER III | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | SECRETARY-TREASURER | 5.00 | $2,000 | $0 | $0 |
| NANCY H TRUETTNER | ||||||||
| PO BOX 247 | CRESTED BUTTE | CO | 81224 | DIRECTOR | 2.00 | $2,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,910,845 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $294,452 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,205,297 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,205,297 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,079 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,172,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,906 | TotalTaxAmt |
| Distributable Before Adj | $104,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,705 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $105,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $67,559 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,326 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $74,885 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $845 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,730 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $67,559 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,171 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,326 | ExcessFromYear4Amt |
| Excess From Current Year | $845 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS CENTER | ||||||||
| PO BOX 1639 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,250 | |
| AMERICAN RIVERS | ||||||||
| PO BOX 96158 | WASHINGTON | DC | 20077 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| ARDEN SHORE CHILD AND FAMILY SERVICES | ||||||||
| 329 N GENESEE STREET | WAUKEGAN | IL | 60085 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| AVON WALK FOR BREAST CANCER | ||||||||
| 4147 N RAVENSWOOD | CHICAGO | IL | 10004 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| BOULDER JUNCTION VOLUNTEER FIRE DEPT | ||||||||
| PO BOX 395 | BOULDER JUNCTION | WI | 545120395 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| CASA DE AMMA | ||||||||
| 27231 CALLE ARROYA | SAN JUAN CAPISTRANO | CA | 92675 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| CHICAGO FUND FOR EDUCATION | ||||||||
| 1 NORTH LASALLE STE 1675 | CHICAGO | IL | 60602 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| CHILDREN'S HOSPITAL OF BOSTON | ||||||||
| 300 LONGWOOD AVENUE | BOSTON | MA | 02115 | N/A | PUBLIC CHARITY | RESEARCH | $1,000 | |
| CLEARWATER CAMP FOUNDATION | ||||||||
| 7490 CLEARWATER ROAD | MINOCQUA | WI | 54548 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| COLORADO COLLEGE | ||||||||
| PO BOX 1117 | COLORADO SPRINGS | CO | 80901 | N/A | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| COMMUNITY CHURCH OF VERO BEACH | ||||||||
| 1901 23RD ST | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,500 | |
| CRESTED BUTTE COMMUNITY SCHOOL PTSA | ||||||||
| 818 RED LADY AVE | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| CRESTED BUTTE MOUNTAIN THEATRE | ||||||||
| PO BOX 611 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $250 | |
| CRESTED BUTTE NORDIC TEAM | ||||||||
| PO BOX 1269 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,320 | |
| CRESTED BUTTE SNOWSPORTS FOUNDATION | ||||||||
| PO BOX 56 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| DENVER EARTH RESOURCES LIBRARY | ||||||||
| 730 17TH STREET SUITE B-1 | DENVER | CO | 80202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| FLORIDA ATLANTIC UNIVERITY FOUNDATION | ||||||||
| 777 GLADES RD ADM 295 | BOCA RATON | FL | 33431 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| GROSSE POINTE MEMORIAL CHURCH | ||||||||
| 16 LAKESHORE | GROSSE POINTE FARMS | MI | 48236 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| GUNNISON VALLEY HEALTH FOUNDATION | ||||||||
| 711 NORTH TAYLOR STREET | GUNNISON | CO | 81230 | N/A | PUBLIC CHARITY | EDUCATIONAL | $250 | |
| HABITAT FOR HUMANITY | ||||||||
| 4568 US HIGHWAY 1 | VERO BEACH | FL | 329671563 | N/A | PUBLIC CHARITY | AFFORDABLE HOUSING | $2,000 | |
| HORIZON HOSPICE | ||||||||
| 833 WEST CHICAGO AVENUE | CHICAGO | IL | 60642 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| INDIAN RIVER MEDICAL FOUNDATION | ||||||||
| 1000 36TH STREET | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 | |
| INTERNATIONAL FREESKIERS ASSOCIATION | ||||||||
| 3434 E 7800 S STE 259 | SALT LAKE CITY | UT | 84121 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $180 | |
| JDRF | ||||||||
| 26 BROADWAY | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| JOANNE PANG FOUNDATION | ||||||||
| PO BOX 320636 | SAN FRANCISCO | CA | 94132 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| KEEWAYDIN FOUNDATION | ||||||||
| 950 WEST SHORE ROAD | SALISBURY | VT | 05769 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| LEAGUE TO SAVE LAKE TAHOE | ||||||||
| 2608 LAKE TAHOE BLVD | S LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| LIVING LANDS & WATERS | ||||||||
| 17615 ROUTE 84N | E MILINE | IL | 61244 | N/A | PUBLIC CHARITY | PRESERVATION OF ENVIRONMENT | $2,000 | |
| LUCILE PACKARD FOUNDATION | ||||||||
| 400 HAMILTON AVE SUITE 340 | PALO ALTO | CA | 94301 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MAKE-A-WISH FOUNDATION | ||||||||
| PO BOX 6062 | ALBERT LEA | MN | 560076662 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,240 | |
| MAYO CLINIC | ||||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| MCKEE BOTANICAL GARDENS | ||||||||
| 350 US HIGHWAY 1 | VERO BEACH | FL | 32962 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| MERCK FOREST & FARMLAND CENTER | ||||||||
| PO BOX 86 | RUPERT | VT | 05768 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| MONTEREY BAY AQUARIUM | ||||||||
| 886 CANNERY ROW | MONTEREY | CA | 93940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NATIONAL ELEPHANT CENTER | ||||||||
| C/O BREVARD ZOO 8225 N WICKHAM RD | MELBOURNE | FL | 32940 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,000 | |
| NATIONAL MS SOCIETY | ||||||||
| 1700 OWENS STREET STE 190 | SAN FRANCISCO | CA | 94158 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1201 EYE STREET NW SUITE 550B | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| NEW JERSEY YOUTH CHORUS | ||||||||
| 125 SOUTH STREET MORRISTOWN | MORRISTOWN | NJ | 079604141 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $3,500 | |
| NORTHWESTERN LAKE FOREST HOSPITAL | ||||||||
| ATTN OFFICE OF PHILANTHROPY 660 N | LAKE FOREST | IL | 60045 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | WESTMORELAND |
| OLD ELM SCHOLARSHIP FUND | ||||||||
| 800 OLD ELM ROAD | HIGHLAND PARK | IL | 60035 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| OUR HOUSE OF HOPE | ||||||||
| SUITE 14-PB 176 | GURNEE | IL | 60031 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| RED ARROW CAMP FOUNDATION | ||||||||
| 780 N WATER STREET | MILWAUKEE | WI | 63202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| RIVERSIDE THEATRE | ||||||||
| 3250 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | PERFORMING ARTS | $6,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1700 W VAN BUREN STE 250 | CHICAGO | IL | 60612 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| SAINT ROSE SCHOOL ATHLETIC PROGRAM | ||||||||
| DEVELOPMENT OFFICE 633 VINE AVE | ROSEVILLE | CA | 95678 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SANTA CLARA UNIVERSITY | ||||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| SAVE THE CHIMPS | ||||||||
| PO BOX 12220 | FT PIERCE | FL | 34979 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SOUTH TAHOE CANCER LEAGUE | ||||||||
| PO BOX 179562 | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| SOUTH TAHOE QUARTERBACK CLUB INC | ||||||||
| PO BOX 10001 | SOUTH LAKE TAHOE | CA | 96158 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| SOUTH TAHOE VIKINGS BOOSTER CLUB | ||||||||
| 1735 LAKE TAHOE BLVD | SOUTH LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| PO BOX 1893 | MEMPHIS | TN | 38101 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| STHS PERFORMING ARTS BOOSTER ASSOCIATION | ||||||||
| 1735 LAKE TAHOE BLVD | S LAKE TAHOE | CA | 96150 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| TAHOE ARTS PROJECT | ||||||||
| PO BOX 14281 | S LAKE TAHOE | CA | 96151 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| THE EMERSON CENTER | ||||||||
| 1590 27TH AVENUE | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,200 | |
| THE HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | N/A | PUBLIC CHARITY | RESEARCH | $2,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||
| PO BOX 4072 | PITTSFIELD | MA | 01202 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $750 | |
| THE MARINE MAMMAL CENTER | ||||||||
| 2000 BUNKER ROAD | FORT CRONKHITE SAUSALI | CA | 94965 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,000 | |
| THE SPCA FOR MONTEREY COUNTY | ||||||||
| PO BOX 3058 | MONTEREY | CA | 93942 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,000 | |
| THUNDERBIRD PRESERVATION SOCIETY | ||||||||
| PO BOX 6812 | INCLINE VILLAGE | NV | 89450 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $2,500 | |
| TITANS BOOSTER CLUB | ||||||||
| PO BOX 2168 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| UNION CONGREGATIONAL CHURCH | ||||||||
| PO BOX 726 | CRESTED BUTTE | CO | 81224 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $250 | |
| UNITED WAY | ||||||||
| PO BOX 1960 | VERO BEACH | FL | 32961 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $4,000 | |
| UNIVERSITY OF COLORADO FOUNDATION | ||||||||
| PO BOX 17126 | DENVER | CO | 80217 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| VERO BEACH MUSEUM OF ART | ||||||||
| 3001 RIVERSIDE PARK DR | VERO BEACH | FL | 32963 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $1,500 | |
| VNA & HOSPICE FOUNDATION | ||||||||
| 1111 36TH STREET | VERO BEACH | FL | 32960 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| WETLANDS INITIATIVE | ||||||||
| 53 WEST JACKSON BOULEVARD SUITE | CHICAGO | IL | 60604 | N/A | PUBLIC CHARITY | RESTORATION OF WETLANDS | $7,000 | 1015 |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 01267 | N/A | PUBLIC CHARITY | EDUCATIONAL | $3,000 | |
| WOLF HAVEN INTERNATIONAL | ||||||||
| 3111 OFFUT LAKE ROAD SE | TENINO | WA | 98589 | N/A | PUBLIC CHARITY | GENERAL SUPPORT | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,190 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,667 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $174,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $202,528 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $202,528 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,025 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,025 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS INVESTMENTS | StockNm |
| EOY Book Value | $1,307,620 | EOYBookValueAmt |
| EOYFMV | $2,122,114 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,310 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,310 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT COUNSELING | CategoryTxt |
| Amt | $7,212 | Amt |
| Net Investment Income | $7,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $3,845 | $0 | $0 |
| FOREIGN TAXES PAID | $11 | $11 | $0 |
Comments