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BURROWS FAMILY FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BURROWS FAMILY FOUNDATION (EIN 27-6100318)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-12
IRS object ID
201511329349101576
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)
Return2015-05-12T08:09:24-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SFW PARTNERS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11610 DES PERES RD STE 300AddressLine1Txt
CitySAINT LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP631311891ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN276100318EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURROWS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURRBusinessNameControlTxt
Phone3146511184PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line116 CARRSWOLD DRIVEAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHEN J BURROWSPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLance G Weiss CPAPreparerPersonNm
PTINP00199160PTIN
Phone3145693333PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,111,765FMVAssetsEOYAmt
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$10InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$10InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$20,129DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,129DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,129DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$87,111NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$412,130GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$87,111CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$6,993NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$107,250TotalRevAndExpnssAmt
Total Net Invst Incm$107,250TotalNetInvstIncmAmt
Total Adj Net Incm$27,132TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$2,438AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,438AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,438AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$8,028OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$8,028OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$8,028OtherProfFeesAdjNetIncmAmt
Taxes Rev And Expnss$1,133TaxesRevAndExpnssAmt
Taxes Net Invst Incm$566TaxesNetInvstIncmAmt
Taxes Adj Net Incm$566TaxesAdjNetIncmAmt
Other Expenses Rev And Expnss$1,518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,518OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,518OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$13,117TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,550TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$12,550TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$73,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$73,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$86,117TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,550TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$12,550TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$73,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$21,133ExcessRevenueOverExpensesAmt
Net Investment Income$94,700NetInvestmentIncomeAmt
Adjusted Net Income$14,582AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$12,271SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,227SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,227SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$882,574CorporateStockBOYAmt
Corporate Stock EOY$897,189CorporateStockEOYAmt
Corporate Stock EOYFMV$1,090,538CorporateStockEOYFMVAmt
Total Assets BOY$894,845TotalAssetsBOYAmt
Total Assets EOY$918,416TotalAssetsEOYAmt
Total Assets EOYFMV$1,111,765TotalAssetsEOYFMVAmt
Loans From Officers EOY$2,438LoansFromOfficersEOYAmt
Total Liabilities EOY$2,438TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$894,845RetainedEarningBOYAmt
Retained Earning EOY$915,978RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$894,845TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$915,978TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$894,845TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$918,416TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$894,845TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$21,133ExcessRevenueOverExpensesAmt
Subtotal$915,978SubtotalAmt
Tot Net Ast Or Fund Balances EOY$915,978TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$87,111CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$6,993NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,036,480NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.04824DistributionYr1Rt
Adjusted Qlfy Distri Yr2$50,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$935,635NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.05344DistributionYr2Rt
Adjusted Qlfy Distri Yr3$75,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,009,846NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.07427DistributionYr3Rt
Adjusted Qlfy Distri Yr4$140,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,083,678NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.12919DistributionYr4Rt
Net Vl Noncharitable Assets Yr5$1,047,563NetVlNoncharitableAssetsYr5Amt
Total Distribution0.30514TotalDistributionRt
Average Distribution0.06103AverageDistributionRt
Net Vl Noncharitable Assets$1,103,417NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$67,339AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$947NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$68,286AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$73,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$947InvestmentIncomeExciseTaxAmt
Subtotal$947SubtotalAmt
Tax Based On Investment Income$947TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$13EsPenaltyAmt
Tax Due$960TaxDueAmt

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
Org Report Or Register StateMOOrgReportOrRegisterStateCd
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 Line1STEPHEN J BURROWS TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3146511184PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line116 CARRSWOLD DRAddressLine1Txt
CityST LOUISCityNm
State AbbreviationMOStateAbbreviationCd
ZIP63105ZIPCd
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
STEPHEN J BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$0
BARBARA J BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$0
CALYN E BURROWS
16 CARRSWOLD DRIVEST LOUISMO63105Trustee1.00$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$1,103,471AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$16,749AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,120,220TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,120,220AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,803CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,103,417NetVlNoncharitableAssetsAmt
Minimum Investment Return$55,171MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$55,171MinimumInvestmentReturnAmt
Tax Based On Investment Income$947TaxBasedOnInvestmentIncomeAmt
Total Tax$947TotalTaxAmt
Distributable Before Adj$54,224DistributableBeforeAdjAmt
Distributable Before Ded$54,224DistributableBeforeDedAmt
Distributable As Adjusted$54,224DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$73,000ExpensesAndContributionsAmt
Qualifying Distributions$73,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$947PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,053AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$54,224DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$138,743ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$24,874ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,532ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$167,149TotalExcessDistributionCyovAmt
Qualifying Distributions$73,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$54,224AppliedToCurrentYearAmt
Remaining Distri From Corpus$18,776RemainingDistriFromCorpusAmt
Total Corpus$185,925TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$185,925ExcessDistriCyovToNextYrAmt
Excess From Year4$138,743ExcessFromYear4Amt
Excess From Year3$24,874ExcessFromYear3Amt
Excess From Year2$3,532ExcessFromYear2Amt
Excess From Current Year$18,776ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JUVENILE DIABETES RESEARCH FOUNDATI
26 BROADWAY 14TH FLOORNEW YORKNY10004PCFUNDING PROGRAMS$61,500
COCA
524 TRINITY AVENUEST LOUISMO63130PCPROVIDE SCHOLARSHIPS FOR ART EDUCATION$2,000
COMMUNITY SCHOOL ASSOCIATION
900 LAY ROADST LOUISMO63124PCFUNDING PROGRAMS$5,000
CANCER SUPPORT COMMUNITY OF GREATER
1058 OLD DES PERES RDST LOUISMO63131PCSUPPORT OF PROGRAMS FOR CANCER PATIENTS AND FAMILIES$500
MEMORY CARE HOME SOLUTIONS
4389 WEST PINE BLVDST LOUIMO63108PCFUNDING PROGRAMS$2,500
HUMANE SOCIETY OF MISSOURI
1201 MACKLIND AVEST LOUISMO63110PCSUPPORT OF ANIMAL CRUELTY FUND$1,000
READINESS CENTER
347 CATALPA AVEBENTON HARBORMI49022PCSUPPORT EDUCATION PROGRAMS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$73,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,129ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$87,111ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$107,250ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,250TotalIncomeProducingActyAmt

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$2,438Amt
Net Investment Income$2,438NetInvestmentIncomeAmt
Adjusted Net Income$2,438AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES MSCI EAFE INDEX FUND$36,431$38,147
SPDR S&P 500 ETF$111,952$173,681
VANGUARD TOTAL STOCK MARKET ETF$71,694$91,902
JOHN HANCOCK DISCIPLINED VALUE MID CAP F$48,101$73,434
MAINSTAY ICAP INTERNATIONAL FUND A$84,412$98,560
MANNING & NAPIER FUND, INC WORLD OPPORTU$93,472$94,218
RIVERPARK/WEDGEWOOD RETAIL FUNDS$130,918$168,768
ISHARES RUSSELL MIDCAP ETF$35,638$45,268
TOUCHSTONE SMALL CAP CORE FUND$34,052$33,794
ISHARES RUSSELL MID-CAP GROWTH ETF$58,992$67,965
VANGUARD FTSE EUROPE ETF$29,424$27,830
OAKMARK SELECT FUND$84,269$89,329
SMEAD VALUE FUND CLASS INSTITUTIONAL$77,834$87,642

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
COMMUNITY EVENTS$1,500$1,500$1,500
PENALTIES$18$18$18

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGED ACCOUNT FEESCategoryTxt
Amt$8,028Amt
Net Investment Income$8,028NetInvestmentIncomeAmt
Adjusted Net Income$8,028AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
FOREIGN TAXES PAID$566$566$566
TAX ON INVESTMENT INCOME$567

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