BETA

SAGA FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SAGA FOUNDATION (EIN 38-3097160)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-04-23
IRS object ID
201411149349100001
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)
Return2014-04-23T23:45:01-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1200 OTTAWA AVE NW STE 300AddressLine1
CityGRAND RAPIDSCity
StateMIState
ZIP Code49503ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN383097160EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Saga FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% THE CONNABLE OFFICE INCInCareOfNm
Business Name ControlSAGABusinessNameControlTxt
Phone2693825800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1136 E Michigan Ave Ste 1201AddressLine1
Address Line2SuiteAddressLine2
CityKalamazooCity
StateMIState
ZIP Code49007ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID KRUISPersonNm
Person TitleTREASURERPersonTitleTxt
Signature2014-02-25SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniel FullerPreparerPersonNm
Phone6167747000PhoneNum
Preparation2014-02-25PreparationDt
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$30,031FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$160InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$160InterestOnSavNetInvstIncmAmt
Total Rev And Expnss$160TotalRevAndExpnssAmt
Total Net Invst Incm$160TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$18,750CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$18,750CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$595LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$595LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,275AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$3,275AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,400OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,100OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,842TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,775TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$641DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$641DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss$900TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$900TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$568OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$568OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$37,071TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,041TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,963TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,041TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$30,963TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$36,911ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$65,958SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,922SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,922SavAndTempCashInvstEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$24,046LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$22,937LandBldgEquipAccumDeprecAmt
Land BOY$1,750LandBOYAmt
Land EOY$1,109LandEOYAmt
Land EOYFMV$1,109LandEOYFMVAmt
Total Assets BOY$67,708TotalAssetsBOYAmt
Total Assets EOY$30,031TotalAssetsEOYAmt
Total Assets EOYFMV$30,031TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,255AccountsPayableBOYAmt
Accounts Payable EOY$489AccountsPayableEOYAmt
Total Liabilities BOY$1,255TotalLiabilitiesBOYAmt
Total Liabilities EOY$489TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$66,453CapitalStockBOYAmt
Capital Stock EOY$29,542CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$66,453TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,542TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$67,708TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$30,031TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,453TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$36,911ExcessRevenueOverExpensesAmt
Subtotal$29,542SubtotalAmt
Tot Net Ast Or Fund Balances EOY$29,542TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$163,578AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$67,034NetVlNoncharitableAssetsYr1Amt
Distribution Yr12.440224DistributionYr1Rt
Adjusted Qlfy Distri Yr2$108,703AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$60,872NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.785764DistributionYr2Rt
Adjusted Qlfy Distri Yr3$119,290AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$59,403NetVlNoncharitableAssetsYr3Amt
Distribution Yr32.008148DistributionYr3Rt
Adjusted Qlfy Distri Yr4$178,741AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$39,853NetVlNoncharitableAssetsYr4Amt
Distribution Yr44.485007DistributionYr4Rt
Adjusted Qlfy Distri Yr5$742,729AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$140,809NetVlNoncharitableAssetsYr5Amt
Distribution Yr55.274727DistributionYr5Rt
Total Distribution15.99387TotalDistributionRt
Average Distribution3.198774AverageDistributionRt
Net Vl Noncharitable Assets$39,301NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$125,715AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$125,715AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$30,963QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Tax Due$0TaxDueAmt

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 StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateMIOrgReportOrRegisterStateCd
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 Addresswww.sagafoundation.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE CONNABLE OFFICE INCBusinessNameLine1
FieldValueIRS element (for citing)
Phone2693825800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1136 E MICHIGAN AVE 1201AddressLine1
CityKalamazooCity
StateMIState
ZIP Code49007ZIPCode
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 PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
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
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
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
WILBUR P LAUGHLIN
136 E Michigan Ave Ste 1201KalamazooMI49007CHAIRMAN/CEO/TRUSTEE10.0$0
DAVID J BARTOSHUK
136 E Michigan Ave Ste 1201KalamazooMI49007PRESIDENT/TRUSTEE10.0$18,750
JAMES C MELVIN
136 E Michigan Ave Ste 1201KalamazooMI49007VICE PRES./SECRETARY/TRUSTEE1.0$0
DAVID S KRUIS
136 E Michigan Ave Ste 1201KalamazooMI49007VICE PRES./TREASURER/TRUSTEE2.0$0
JULIE A JOHNSON
136 E Michigan Ave Ste 1201KalamazooMI49007TRUSTEE1.0$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Contractor Paid Over50k0ContractorPaidOver50kCnt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$39,899AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$39,899TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$39,899AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$598CashDeemedCharitableAmt
Net Vl Noncharitable Assets$39,301NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,965MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,965MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$1,965DistributableBeforeAdjAmt
Distributable Before Ded$1,965DistributableBeforeDedAmt
Distributable As Adjusted$1,965DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,963ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$30,963QualifyingDistributionsAmt
Adjusted Qualifying Distri$30,963AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,965DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$745,219ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$178,556ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$118,010ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$105,971ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$163,578ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,311,334TotalExcessDistributionCyovAmt
Qualifying Distributions$30,963QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$1,965AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,998RemainingDistriFromCorpusAmt
Total Corpus$1,340,332TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$745,219ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$595,113ExcessDistriCyovToNextYrAmt
Excess From Year4$178,556ExcessFromYear4Amt
Excess From Year3$118,010ExcessFromYear3Amt
Excess From Year2$105,971ExcessFromYear2Amt
Excess From Year1$163,578ExcessFromYear1Amt
Excess From Current Year$28,998ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILBUR P LAUGHLINContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

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$160ExclusionAmt
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
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 InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$160ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$160TotalIncomeProducingActyAmt

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$3,275Amt
Disbursements Charitable Prps$3,275DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$595LegalFeesAmt
Disbursements Charitable Prps$595DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSE$289$289
PERIODICALS AND BOOKS EXPENSE$51$51
MISCELLANEOUS EXPENSE$228$228

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIDUCIARY FEES$2,400$2,400
CLERICAL FEES$5,100$5,100

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX$1,775$1,775
EXCISE TAX$3,067

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