BETA

Wurtele Foundation Inc: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
Wurtele Foundation Inc (EIN 13-3098760)
Tax period
2013-05-01 to 2014-04-30
Filed
2014-08-22
IRS object ID
201402349349100500
Schema version
2013v3.1
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)
Return2014-08-22T08:53:21-05:00ReturnTs
Tax Period End2014-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN160760591PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAYLES & EVANSBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 W CHURCH STAddressLine1
CityELMIRACity
StateNYState
ZIP Code14901ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133098760EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WURTELE FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWURTBusinessNameControlTxt
Phone6077342271PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE WEST CHURCH STREETAddressLine1
CityELMIRACity
StateNYState
ZIP Code149012773ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCLOVER DRINKWATERPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone6077342271PhoneNum
Signature2014-08-21SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCLOVER M DRINKWATERPreparerPersonNm
PTINP00841878PTIN
Phone6077342271PhoneNum
Preparation2014-08-22PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,747,235FMVAssetsEOYAmt
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$38InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$38InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$91,973DividendsRevAndExpnssAmt
Dividends Net Invst Incm$88,843DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$780,394NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,769,100GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$780,394CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,401OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,362OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$874,806TotalRevAndExpnssAmt
Total Net Invst Incm$870,637TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$25,328OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$25,328OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$1,862TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,862TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$27,190TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$27,190TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$200,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$200,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$227,190TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$27,190TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$200,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$647,616ExcessRevenueOverExpensesAmt
Net Investment Income$843,447NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$135,941SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$99,192SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$99,192SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$51,774CorporateStockBOYAmt
Corporate Stock EOY$29,503CorporateStockEOYAmt
Corporate Stock EOYFMV$141,982CorporateStockEOYFMVAmt
Other Investments BOY$3,653,510OtherInvestmentsBOYAmt
Other Investments EOY$4,360,147OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,506,061OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,841,225TotalAssetsBOYAmt
Total Assets EOY$4,488,842TotalAssetsEOYAmt
Total Assets EOYFMV$4,747,235TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$3,841,225RetainedEarningBOYAmt
Retained Earning EOY$4,488,842RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,841,225TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,488,842TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,841,225TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,488,842TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,841,225TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$647,616ExcessRevenueOverExpensesAmt
Other Increases$1OtherIncreasesAmt
Subtotal$4,488,842SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,488,842TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2014-04-30SoldDt
Gross Sales Price$4,723,127GrossSalesPriceAmt
Cost Or Other Basis$3,988,706CostOrOtherBasisAmt
Gain Or Loss$734,421GainOrLossAmt
Gains Minus Excess Or Losses$734,421GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$780,394CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$200,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,099,833NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048782DistributionYr1Rt
Adjusted Qlfy Distri Yr2$260,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,988,531NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.065187DistributionYr2Rt
Adjusted Qlfy Distri Yr3$449,077AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,108,373NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109308DistributionYr3Rt
Adjusted Qlfy Distri Yr4$577,381AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,262,433NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.135458DistributionYr4Rt
Adjusted Qlfy Distri Yr5$260,266AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,981,673NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.065366DistributionYr5Rt
Total Distribution0.424101TotalDistributionRt
Average Distribution0.084820AverageDistributionRt
Net Vl Noncharitable Assets$4,451,493NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$377,576AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$8,434NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$386,010AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,869InvestmentIncomeExciseTaxAmt
Subtotal$16,869SubtotalAmt
Tax Based On Investment Income$16,869TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,862EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,862TotalPaymentsAndCreditsAmt
Tax Due$15,007TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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 StateNYOrgReportOrRegisterStateCd
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
Individual With BooksSAYLES EVANSIndividualWithBooksNm
Phone6077342271PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ONE WEST CHURCH STREETAddressLine1
CityELMIRACity
StateNYState
ZIP Code14901ZIPCode
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
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANNA WURTELE
PO BOX 746NEW ROADSLA70760PRESIDENT/TR1.00$0$0$0
CLOVER M DRINKWATER
ONE WEST CHURCH STREETELMIRANY14901SECRETARY/TR1.00$0$0$0
ELIZABETH LOWMAN MCCULLOUGH
6 MARTINS COVE ROADHINGHAMMA02043TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,395,233AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$124,049AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,519,282TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,519,282AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,789CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,451,493NetVlNoncharitableAssetsAmt
Minimum Investment Return$222,575MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$222,575MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,869TaxBasedOnInvestmentIncomeAmt
Total Tax$16,869TotalTaxAmt
Distributable Before Adj$205,706DistributableBeforeAdjAmt
Distributable Before Ded$205,706DistributableBeforeDedAmt
Distributable As Adjusted$205,706DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$200,000ExpensesAndContributionsAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$200,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,706DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$63,046ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$365,497ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$245,504ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$63,633ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$737,680TotalExcessDistributionCyovAmt
Qualifying Distributions$200,000QualifyingDistributionsAmt
Applied To Current Year$200,000AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$5,706ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$5,706ExcessDistributionCyovAppCYAmt
Total Corpus$731,974TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$57,340ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$674,634ExcessDistriCyovToNextYrAmt
Excess From Year4$365,497ExcessFromYear4Amt
Excess From Year3$245,504ExcessFromYear3Amt
Excess From Year2$63,633ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1TEACH FOR AMERICABusinessNameLine1
Business Name Line2OF SOUTH LOUISIANABusinessNameLine2

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1605 N 6TH STREETAddressLine1
CityBATON ROUGECity
StateLAState
ZIP Code70802ZIPCode
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPUBLICRecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$200,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$200,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$91,973ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,039ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$780,394ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Desc4/30/13 EXCISE TAX OVERPAYMENDesc
Exclusion1ExclusionCd
Exclusion$1,362ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$874,806ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$874,806TotalIncomeProducingActyAmt

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

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

JOANNA WURTELE
CLOVER M DRINKWATER
ELIZABETH LOWMAN MCCULLOUGH

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CELENE CORP$14,688$97,909
SCHLUMBERGER$14,815$44,073

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
VANGUARD EMERGING MARKET FUNDAT COST
VANGUARD ENERGY FUNDAT COST
VANGUARD EXPLORER FUNDAT COST
VANGUARD HIGH YIELD CORP FUNDAT COST
VANGUARD INTERMEDIATE TERM TAX EXEMPAT COST
VANGUARD MID-CAP GROWTH FUNDAT COST
VANGUARD REIT INDEX FUNDAT COST
VANGUARD SELECTED VALUE FUNDAT COST
VANGUARD TOTAL BOND MARKET INDEX FUNAT COST
VANGUARD TOTAL INTENATIONAL STOCK FUAT COST
VANGUARD TOTAL STOCK MARKET INDEX FUAT COST$38,138$59,365
MST GLOBAL ALTERNATIVES FD LLCAT COST$1,423,397$1,463,510
MST GLOBAL CREDIT FUND LLCAT COST$874,119$901,340
MST GLOBAL EQUITY FUND LLCAT COST$2,024,493$2,081,846

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MST INVESTMENT FUNDS - LPS$1,039$1,039
4/30/13 EXCISE TAX OVERPAYMEN$1,362$1,362

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionROUNDING ADJUSTMENTDescription
Amount$1Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
MARKET STREET TRUST COMPANY$25,328$25,328
INVESTMENT & ADMINISTRATION

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
ESTIMATED EXCISE TAX 4/30/14$500$500
ESTIMATED TAX CREDIT FROM 4/30/1$1,362$1,362

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