Dorothy Beiser Cain Charitable Trust: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
Dorothy Beiser Cain Charitable Trust (EIN 43-1990704)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-06-22
IRS object ID
201501739349100250
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-06-22T06:10:15-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GKSR PLLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line116250 Knoll Trail Drive Suite 207AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75248ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN431990704EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Dorothy Beiser Cain Charitable TrustBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDOROBusinessNameControlTxt
Phone2519288882PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 551AddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36533ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonG Geoffrey CainPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-06-22SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKen GabelmannPreparerPersonNm
PTINP00366159PTIN
Phone9722503399PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$303,675FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,545InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,545InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,999DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,999DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,572NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$88,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,572CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,116TotalRevAndExpnssAmt
Total Net Invst Incm$28,116TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,075AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,075AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,205OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,205OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$399TaxesRevAndExpnssAmt
Taxes Net Invst Incm$149TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$250TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$14OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,693TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,368TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$19,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$19,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$26,693TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,368TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,325TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,423ExcessRevenueOverExpensesAmt
Net Investment Income$21,748NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60CashBOYAmt
Sav And Temp Cash Invst BOY$10,090SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,019SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,019SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$33,048USGovernmentObligationsBOYAmt
US Government Obligations EOY$25,656USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$28,291USGovtObligationsEOYFMVAmt
Corporate Stock BOY$115,533CorporateStockBOYAmt
Corporate Stock EOY$119,338CorporateStockEOYAmt
Corporate Stock EOYFMV$153,016CorporateStockEOYFMVAmt
Corporate Bonds BOY$35,806CorporateBondsBOYAmt
Corporate Bonds EOY$41,922CorporateBondsEOYAmt
Corporate Bonds EOYFMV$46,411CorporateBondsEOYFMVAmt
Other Investments BOY$63,981OtherInvestmentsBOYAmt
Other Investments EOY$62,067OtherInvestmentsEOYAmt
Other Investments EOYFMV$64,425OtherInvestmentsEOYFMVAmt
Other Assets BOY$574OtherAssetsBOYAmt
Other Assets EOY$513OtherAssetsEOYAmt
Other Assets EOYFMV$513OtherAssetsEOYFMVAmt
Total Assets BOY$259,092TotalAssetsBOYAmt
Total Assets EOY$260,515TotalAssetsEOYAmt
Total Assets EOYFMV$303,675TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$259,092RetainedEarningBOYAmt
Retained Earning EOY$260,515RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$259,092TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$260,515TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$259,092TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$260,515TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$259,092TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,423ExcessRevenueOverExpensesAmt
Subtotal$260,515SubtotalAmt
Tot Net Ast Or Fund Balances EOY$260,515TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$18,572CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$18,572NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,086AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$296,665NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05422DistributionYr1Rt
Adjusted Qlfy Distri Yr2$21,921AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$283,543NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.07731DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$286,754NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03836DistributionYr3Rt
Adjusted Qlfy Distri Yr4$14,945AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$287,903NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.05191DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$271,236NetVlNoncharitableAssetsYr5Amt
Total Distribution0.22180TotalDistributionRt
Average Distribution0.04436AverageDistributionRt
Net Vl Noncharitable Assets$306,630NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,602AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$217NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$13,819AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$20,325QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$217InvestmentIncomeExciseTaxAmt
Subtotal$217SubtotalAmt
Tax Based On Investment Income$217TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$250AppliedToEsTaxAmt
Total Payments And Credits$250TotalPaymentsAndCreditsAmt
Overpayment$33OverpaymentAmt
Applied To ES Tax$33AppliedToESTaxAmt

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 GenfalseForm990PFFiledWithAttyGenInd
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 Line1Geoffrey CainBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2519288882PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line115520 River RoadAddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36532ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
G Geoffrey Cain
15520 River RoadFairhopeAL36532Trustee2.00$0
Kenneth C Cain
82 Plantation Point 259FairhopeAL36532Trustee2.00$0
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$297,230AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$14,070AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$311,300TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$311,300AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,670CashDeemedCharitableAmt
Net Vl Noncharitable Assets$306,630NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,332MinimumInvestmentReturnAmt
Tax Based On Investment Income$217TaxBasedOnInvestmentIncomeAmt
Total Tax$217TotalTaxAmt
Distributable Before Adj$15,115DistributableBeforeAdjAmt
Distributable Before Ded$15,115DistributableBeforeDedAmt
Distributable As Adjusted$15,115DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,325ExpensesAndContributionsAmt
Qualifying Distributions$20,325QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$217PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$20,108AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$15,115DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$660ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$11,000ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$7,890ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,727ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,277TotalExcessDistributionCyovAmt
Qualifying Distributions$20,325QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$15,115AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,210RemainingDistriFromCorpusAmt
Total Corpus$26,487TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$26,487ExcessDistriCyovToNextYrAmt
Excess From Year4$660ExcessFromYear4Amt
Excess From Year3$11,000ExcessFromYear3Amt
Excess From Year2$7,890ExcessFromYear2Amt
Excess From Year1$1,727ExcessFromYear1Amt
Excess From Current Year$5,210ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

FieldValueIRS element (for citing)
Recipient PersonMarietta Johnson MuseumRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line110 S School StAddressLine1Txt
CityFairhopeCityNm
State AbbreviationALStateAbbreviationCd
ZIP36532ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusExemptRecipientFoundationStatusTxt
Grant Or Contribution PurposeTo assist in maintenance and upkeepGrantOrContributionPurposeTxt
Amt$19,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$19,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,545ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,999ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$18,572RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$9,544ExclusionAmt
Related Or Exempt Function Incm$18,572RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,116TotalIncomeProducingActyAmt

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)
CategoryTax PreparationCategoryTxt
Amt$1,075Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,075DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNo filing required for the State of Alabama.ExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate BondsBondNm
EOY Book Value$41,922EOYBookValueAmt
EOYFMV$46,411EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEquitiesStockNm
EOY Book Value$119,338EOYBookValueAmt
EOYFMV$153,016EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$25,656USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$28,291USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual FundsCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$62,067BookValueAmt
EOYFMV$64,425EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescAccrued InterestDesc
BOY Book Value$574BOYBookValueAmt
EOY Book Value$513EOYBookValueAmt
EOYFMV$513EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescInvestment ExpensesDesc
Revenue And Expenses Per Books$14RevenueAndExpensesPerBooksAmt
Net Investment Income$14NetInvestmentIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment FeesCategoryTxt
Amt$6,205Amt
Net Investment Income$6,205NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Federal Excise Tax$250$250
Foreign Taxes Paid$149$149

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