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HACKETT PHILANTHROPIES FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
HACKETT PHILANTHROPIES FOUNDATION (EIN 46-4145344)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-05-08
IRS object ID
201541289349100134
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)
Return2015-05-08T11:04:54-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN464145344EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Hackett Philanthropies FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlHACKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
Address Line2Suite 123AddressLine2Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristopher hackettPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-04-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$2,151,481FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$340InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$340InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,542DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,542DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$1,916NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$223,733GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$36,966TotalRevAndExpnssAmt
Total Net Invst Incm$38,882TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$7,133OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$7,133OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,626TaxesRevAndExpnssAmt
Taxes Net Invst Incm$526TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$18,330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$18,305OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,089TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,684TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,305TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$42,089TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,684TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$33,305TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$5,123ExcessRevenueOverExpensesAmt
Net Investment Income$31,198NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,010,003SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$209,603SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$209,603SavAndTempCashInvstEOYFMVAmt
US Government Obligations EOY$155,999USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$165,790USGovtObligationsEOYFMVAmt
Corporate Stock EOY$1,564,210CorporateStockEOYAmt
Corporate Stock EOYFMV$1,700,206CorporateStockEOYFMVAmt
Corporate Bonds EOY$75,068CorporateBondsEOYAmt
Corporate Bonds EOYFMV$75,882CorporateBondsEOYFMVAmt
Total Assets BOY$2,010,003TotalAssetsBOYAmt
Total Assets EOY$2,004,880TotalAssetsEOYAmt
Total Assets EOYFMV$2,151,481TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,010,003RetainedEarningBOYAmt
Retained Earning EOY$2,004,880RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,010,003TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,004,880TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,010,003TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,004,880TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,010,003TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$5,123ExcessRevenueOverExpensesAmt
Subtotal$2,004,880SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,004,880TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$223,733GrossSalesPriceAmt
Cost Or Other Basis$225,649CostOrOtherBasisAmt
Gain Or Loss-$1,916GainOrLossAmt
Gains Minus Excess Or Losses-$1,916GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$1,916CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$0AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$494,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.0DistributionYr1Rt
Total Distribution0.0TotalDistributionRt
Average Distribution0.0AverageDistributionRt
Net Vl Noncharitable Assets$2,146,475NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$0AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$312NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$312AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$33,305QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$312InvestmentIncomeExciseTaxAmt
Subtotal$312SubtotalAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Overpayment$788OverpaymentAmt
Applied To ES Tax$400AppliedToESTaxAmt
Refund$388RefundAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
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

FieldValueIRS element (for citing)
PersonChristopher HackettPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres / Dir / Sec / TreasTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,711,205AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$467,957AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,179,162TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,179,162AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,687CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,146,475NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,324MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,324MinimumInvestmentReturnAmt
Tax Based On Investment Income$312TaxBasedOnInvestmentIncomeAmt
Total Tax$312TotalTaxAmt
Distributable Before Adj$107,012DistributableBeforeAdjAmt
Distributable Before Ded$107,012DistributableBeforeDedAmt
Distributable As Adjusted$107,012DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$33,305ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$33,305QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$312PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$32,993AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$107,012DistributableAsAdjustedAmt
Undistributed Income PY$3,255UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Qualifying Distributions$33,305QualifyingDistributionsAmt
Applied To Year1$3,255AppliedToYear1Amt
Applied To Current Year$30,050AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$76,962UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1KARTEMQUIN EDUCATIONAL FILMSBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11901 W WELLINGTON AVEAddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60657ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeCharitable EventGrantOrContributionPurposeTxt
Amt$15,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$340ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,542ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$1,916ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$36,966ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,966TotalIncomeProducingActyAmt

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

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FINANCING CORP - 0.00% - 11/02$38,202$38,542
FINANCING CORP - 0.00% - 12/27$36,866$37,340

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN TOWER REIT INC$66,595$81,255
AT&T, INC$38,715$38,964
BHP BILLITON SP ADR$33,762$22,876
BROWN & BROWN INC.$67,026$77,009
CHEVRON CORP$55,771$53,061
CHUBB CORP$67,117$78,120
COMMERCE BANCSHARES, INC.$67,824$69,975
FACTSET RESH SYST INC.$52,450$70,375
INTERNATIONAL BUSINESS MACHINE$52,563$46,688
MCDONALD'S CORP$50,771$50,223
MICROSOFT CORPORATION$52,720$63,497
NORFOLK SOUTHERN CORP$49,434$57,326
NOVARTIS AG ADR$66,677$73,665
PEPSICO INC$39,901$47,658
PRAXAIR INC.$34,084$34,204
PROCTER GAMBLE CO$41,693$49,189
QUALCOMM INC$54,726$51,213
REALTY INCOME CORP$66,713$75,907
ROYAL DUTCH SHELL PLC$56,569$51,485
SOUTHERN CO$37,458$41,498
SPDR S&P EMERGING MARKETS DIV$80,418$76,782
SPDR S&P INTER DVD ETF$81,525$73,871
STRYKER CORPORATION$33,737$40,090
TARGET CORPORATION$50,148$66,725
TEVA PHARMECEUTICAL SP ADR$66,420$76,776
UNITED PARCEL SERVICE$50,335$58,253
V F CORP$50,593$63,590
WAL-MART STORES INC.$42,843$49,037
WILLIAMS COS$55,622$60,894

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$118,491USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$125,505USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$37,508StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$40,285StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$12,430$12,430
ADMINISTRATIVE SET-UP FEE$4,500$4,500
Bank Charges$25$25
Delaware Incorporation Fees$500$500
IRS Application Fees$850$850
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$7,133Amt
Net Investment Income$7,133NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2014$1,100
Foreign Tax Paid$526$526

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