BETA

BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-13
IRS object ID
201521339349102302
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)
Return2015-05-13T11:52:53-07:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENKINS BOWLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1626 S LAKE AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP911063918ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN957098601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BESS & GEORGE VORON FOUNDATIONBusinessNameLine1Txt
Business Name Line2DAVID A VORON M D TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBESSBusinessNameControlTxt
Phone6264468809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 WEST DUARTE ROADAddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm
Person TitleTrusteePersonTitleTxt
Signature2015-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK J BOWLERPreparerPersonNm
PTINP01809730PTIN
Phone6267922179PhoneNum
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$1,963,297FMVAssetsEOYAmt
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$72InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$72InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,913DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,913DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$669,829GrossSalesPriceAmt
Total Rev And Expnss$49,497TotalRevAndExpnssAmt
Total Net Invst Incm$50,985TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,100AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,100AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,519TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,984TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$60TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,490OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,490OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,109TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,160TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$107,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,474TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$103,610TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$58,062ExcessRevenueOverExpensesAmt
Net Investment Income$47,511NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$46,079SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$356,834SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$356,834SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,196,084CorporateStockBOYAmt
Corporate Stock EOY$823,169CorporateStockEOYAmt
Corporate Stock EOYFMV$1,604,138CorporateStockEOYFMVAmt
Other Assets EOY$2,325OtherAssetsEOYAmt
Other Assets EOYFMV$2,325OtherAssetsEOYFMVAmt
Total Assets BOY$1,242,163TotalAssetsBOYAmt
Total Assets EOY$1,182,328TotalAssetsEOYAmt
Total Assets EOYFMV$1,963,297TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,773OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,773TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,240,390CapitalStockBOYAmt
Capital Stock EOY$1,182,328CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,240,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,182,328TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,242,163TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,182,328TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,240,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$58,062ExcessRevenueOverExpensesAmt
Subtotal$1,182,328SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,182,328TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtCost Or Other BasisCostOrOtherBasisAmt
CAPITAL GAIN DISTRIBUTIONSP2000-01-012014-11-01$1,762$1,762$1,762
SEE EXHIBIT BP2014-01-012014-11-01$341,990-$23,471-$23,471$365,461
SEE EXHIBIT BP2014-01-012014-11-01$35$35
SEE EXHIBIT BP2000-01-012014-11-01$321,121$70,586$70,586$250,535
SEE EXHIBIT BP2000-01-012014-11-01$4,903-$49,950-$49,950$54,853
SEE EXHIBIT BP2000-01-012014-11-01$18-$415-$415$433
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,488CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$23,471NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$24,595AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,562,600NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.01574DistributionYr1Rt
Adjusted Qlfy Distri Yr2$24,485AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,341,061NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.01826DistributionYr2Rt
Adjusted Qlfy Distri Yr3$32,010AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,189,727NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.02691DistributionYr3Rt
Adjusted Qlfy Distri Yr4$50,560AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,120,496NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04512DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,735AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,112,926NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04559DistributionYr5Rt
Total Distribution0.15161TotalDistributionRt
Average Distribution0.03032AverageDistributionRt
Net Vl Noncharitable Assets$1,802,496NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$54,657AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$475NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$55,132AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$103,610QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$475InvestmentIncomeExciseTaxAmt
Subtotal$475SubtotalAmt
Tax Based On Investment Income$475TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,800TotalPaymentsAndCreditsAmt
Overpayment$2,325OverpaymentAmt
Refund$2,325RefundAmt

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 SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 Line1DAVID A VORON MD TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264468809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1612 W DUARTE RD STE 205AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd
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

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1612 W DUARTE RD STE 205AddressLine1Txt
CityARCADIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91007ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
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$1,735,024AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$94,921AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,829,945TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,829,945AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$27,449CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,802,496NetVlNoncharitableAssetsAmt
Minimum Investment Return$90,125MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$90,125MinimumInvestmentReturnAmt
Tax Based On Investment Income$475TaxBasedOnInvestmentIncomeAmt
Total Tax$475TotalTaxAmt
Distributable Before Adj$89,650DistributableBeforeAdjAmt
Distributable Before Ded$89,650DistributableBeforeDedAmt
Distributable As Adjusted$89,650DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$103,610ExpensesAndContributionsAmt
Qualifying Distributions$103,610QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$475PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$103,135AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$89,650DistributableAsAdjustedAmt
Undistributed Income PY$50,923UndistributedIncomePYAmt
Qualifying Distributions$103,610QualifyingDistributionsAmt
Applied To Year1$50,923AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$52,687AppliedToCurrentYearAmt
Undistributed Income CY$36,963UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID A VORONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$850
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$500
WASHINGTON UNIVERSITY IN SAINT LOUI
ONE BROOKINGS DRIVESAINT LOUISMO63130PCGENERAL FUND$100
BEIT T'SHUVAH
8831 VENICE BLVDLOS ANGELESCA90034PCGENERAL FUND$200
ANTI DEFAMATION LEAGUE
10495 SANTA MONICA BLVDLOS ANGELESCA90025PCGENERAL FUND$900
FRIENDS OF SABAN CLINIC
8405 BEVERLY BOULEVARDLOS ANGELESCA90048PCGENERAL FUND$1,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL60637PCGENERAL FUND$90,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$900
METHODIST HOSPITAL FOUNDATION
300 W HUNTINGTON DRIVEARCADIACA91007SO IIGENERAL FUND$1,000
BIG SUNDAY
6111 MELROSE AVELOS ANGELESCA90038PCGENERAL FUND$500
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$1,500
JEWISH FEDERATION OF THE GREATER SG
114 W LIME AVEMONROVIACA91016PCGENERAL SUPPORT$100
LOS ANGELES JEWISH HOME
7150 TAMPA AVENUERESEDACA91335PCGENERAL SUPPORT$1,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$1,400
GLENDALE ARTS
116 W CALIFORNIA AVEGLENDALECA91203PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$72ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,593ExclusionAmt
Related Or Exempt Function Incm$320RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,488ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$49,177ExclusionAmt
Related Or Exempt Function Incm$320RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,497TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4(E)LineNumberTxt
Relationship StatementTAX EXEMPT INCOMERelationshipStatementTxt

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 PREPARATION FEECategoryTxt
Amt$3,100Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,100DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDDesc
EOY Book Value$2,325EOYBookValueAmt
EOYFMV$2,325EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT EXPENSESDesc
Revenue And Expenses Per Books$1,490RevenueAndExpensesPerBooksAmt
Net Investment Income$1,490NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$475
OTHER TAXES$2,044$1,984$60

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