CRUZ FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
CRUZ FAMILY FOUNDATION INC (EIN 45-4089937)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-13
IRS object ID
201403179349101075
Schema version
2013v3.0
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)
Return2014-11-13T13:36:21-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221732349PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WISS & COMPANY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1354 EISENHOWER PARKWAYAddressLine1
CityLIVINGSTONCity
StateNJState
ZIP Code07039ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454089937EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE CRUZ FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlCRUZBusinessNameControlTxt
Phone7329469700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line159 EAST MAIN STREETAddressLine1
CityHOLMDELCity
StateNJState
ZIP Code07733ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEDWARD CRUZPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7329469700PhoneNum
Signature2014-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEDWARD K TOWNSENDPreparerPersonNm
PTINP00628104PTIN
Phone9739949400PhoneNum
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$1,146,054FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,232DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,232DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,439NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$307,197GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,439CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$56,671TotalRevAndExpnssAmt
Total Net Invst Incm$56,671TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,606OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,303OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,303OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$8,814TaxesRevAndExpnssAmt
Taxes Net Invst Incm$170TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$90OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$90OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,510TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,563TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,303TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$58,010TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,563TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,803TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,339ExcessRevenueOverExpensesAmt
Net Investment Income$53,108NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$289,970CashBOYAmt
Cash EOY$27,595CashEOYAmt
Cash EOYFMV$27,595CashEOYFMVAmt
Corporate Stock BOY$694,786CorporateStockBOYAmt
Corporate Stock EOY$1,002,944CorporateStockEOYAmt
Corporate Stock EOYFMV$1,118,459CorporateStockEOYFMVAmt
Total Assets BOY$984,756TotalAssetsBOYAmt
Total Assets EOY$1,030,539TotalAssetsEOYAmt
Total Assets EOYFMV$1,146,054TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$984,756RetainedEarningBOYAmt
Retained Earning EOY$1,030,539RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$984,756TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,030,539TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$984,756TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,030,539TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$984,756TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,339ExcessRevenueOverExpensesAmt
Other Increases$47,122OtherIncreasesAmt
Subtotal$1,030,539SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,030,539TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BBH S/TP2013-01-012013-12-31$268,586$263,647$4,939$4,939
BBH L/TP2000-01-012013-12-31$18,665$3,111$15,554$15,554
CAPITAL GAINS DIVIDENDSP$19,946$19,946$19,946
FieldValueIRS element (for citing)
Capital Gain Net Income$40,439CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$5,550AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$880,481NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.006303DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$706,485NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.006303TotalDistributionRt
Average Distribution0.003152AverageDistributionRt
Net Vl Noncharitable Assets$1,078,791NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$3,400AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$531NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$3,931AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,803QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$531InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$531SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$531TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,720EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,720TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$3,189OverpaymentAmt
Applied To ES Tax$3,189AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBIN MCCLEARNIndividualWithBooksNm
Phone7329469700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line159 EAST MAIN STREETAddressLine1
CityHOLMDELLCity
StateNJState
ZIP Code07733ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

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
EDWARD CRUZ
59 EAST MAIN STREETHOLMDELNJ07733PRESIDENT0.00$0$0$0
SHARON CRUZ
59 EAST MAIN STREETHOLMDELNJ07733SECRETARY/TREASURER0.00$0$0$0
ROBIN CRUZ MCCLEARN
59 EAST MAIN STREETHOLMDELNJ07733VICE PRESIDENT0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,071,404AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,815AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,095,219TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,095,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,428CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,078,791NetVlNoncharitableAssetsAmt
Minimum Investment Return$53,940MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$53,940MinimumInvestmentReturnAmt
Tax Based On Investment Income$531TaxBasedOnInvestmentIncomeAmt
Total Tax$531TotalTaxAmt
Distributable Before Adj$53,409DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,409DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,409DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,803ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,803QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$531PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,272AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,409DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$45,803QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$45,803AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$7,606UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerEDWARD CRUZContributingManagerNm
Contributing ManagerSHARON CRUZContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CONSULATE GENERAL OF PORTUGAL IN NEWARK
ONE RIVERFRONT PLAZA STE 40NEWARKNJ07102PUBLICPORTUGUESE CULTURE AWARENESS$2,500
TRUST FOR PUBLIC LAND
20 COMMUNITY PLACEMORRISTOWNNJ07960PUBLICPARKS FOR PEOPLE$10,000
WESTOVER SCHOOL
1237 WHITTEMORE ROADMIDDLEBURYCT06762PUBLICPROVIDE EDUCATIONAL PROGRAMS$25,000
SAINT JOHN'S CHURCH
1047 AMSTERDAM AVENEW YORKNY10025PUBLICDONATION$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,232ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,439ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$56,671ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,671TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHIS FOUNDATION HAS NO STATE REPORTING REQUIREMENTSExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
NEW YORK COMMUNITY$1,675$11,795
PIMCO TOTAL RETURN FUND$100,000$92,314
T ROWE PRICE INST HIGH YIELD$63,224$63,218
BBH CORE SELECT CL N$520,000$629,269
LONGLEAF PARTNERS SMALL CAP FD$45,000$47,562
BBH INTERNATIONAL EQUITY FUND$60,000$68,091
T ROW PRICE NEW ASIA FUND$45,000$43,213
BBH LIMITED DURATION FUND$37,479$37,191
AIT GLOBAL EMERGING MARKETS$60,000$54,777
BBH MONEY MARKET FUND$70,566$71,029

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$90RevenueAndExpensesPerBooksAmt
Net Investment Income$90NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescriptionPRIOR PERIOD COST ADJUSTMENTDescription
Amount$47,122Amount

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBBHCategoryTxt
Amt$6,606Amt
Net Investment Income$3,303NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,303DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$8,644$0$0
FOREIGN TAX WITHHELD$170$170$0

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