MARY K AND CLIFFORD GRUM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARY K AND CLIFFORD GRUM FOUNDATION (EIN 75-6454067)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-17
- IRS object ID
- 201420489349100162
- Schema version
- 2012v2.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-17T13:54:03-08:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Axley & Rode LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1307 S 1st St | AddressLine1 |
| City | Lufkin | City |
| State | TX | State |
| ZIP Code | 759014717 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 756454067 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mary K and Clifford Grum Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARY | NameControl |
| Phone | 9368291331 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 368 | AddressLine1 |
| City | Diboll | City |
| State | TX | State |
| ZIP Code | 75941 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CLIFFORD J GRUM | Name |
| Title | CO-TRUSTEE | Title |
| Date Signed | 2014-02-17 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT G LINDSEY PC CPA | Name |
| PTIN | P00045820 | PTIN |
| Phone | 9366346621 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 358612 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 181 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 181 | InterestOnSavingsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 429076 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1145979 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 429076 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 429257 | TotalRevenueAndExpenses |
| Total Net Investment Income | 429257 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 2300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1150 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1150 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 4284 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 6584 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1150 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1150 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 2005000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 2005000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 2011584 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1150 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 2006150 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1582327 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 428107 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 999608 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 129635 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 129635 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses EOY | 1716 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 1716 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 773010 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 56108 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 227261 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1772618 | TotalAssetsBOY |
| Total Assets EOY | 187459 | TotalAssetsEOY |
| Total Assets EOYFMV | 358612 | TotalAssetsEOYFMV |
| Other Liabilities BOY | 2832 | OtherLiabilitiesBOY |
| Total Liabilities BOY | 2832 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 3900341 | CapitalStockBOY |
| Capital Stock EOY | 3900341 | CapitalStockEOY |
| Retained Earnings BOY | -2130555 | RetainedEarningsBOY |
| Retained Earnings EOY | -3712882 | RetainedEarningsEOY |
| Total Net Assets BOY | 1769786 | TotalNetAssetsBOY |
| Total Net Assets EOY | 187459 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1772618 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 187459 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1769786 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1582327 | ExcessOfRevenueOverExpenses |
| Subtotal | 187459 | Subtotal |
| Total Net Assets Fund Balances EOY | 187459 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 18208 Time Warner Inc | P | 2001-12-31 | 2012-07-26 | 710819 | 503856 | 206963 | 206963 |
| 4570 Time Warner Cable | P | 2001-12-31 | 2012-07-26 | 386439 | 177669 | 208770 | 208770 |
| 1555 AOL Time Warner | P | 2001-12-31 | 2012-07-26 | 48721 | 35378 | 13343 | 13343 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 429076 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 407117 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2379640 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.17108 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 36293 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1620142 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.02240 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 210471 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1022003 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.20594 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 30595 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 858470 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.03564 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 626449 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1743950 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.35921 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.79428 | TotalDistributionRatio |
| Average Distribution Ratio | 0.15886 | AverageDistributionRatio |
| Net Noncharitable Assets | 1809555 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 287457 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4281 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 291738 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 2006150 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4281 | InvestmentIncomeExciseTax |
| Subtotal | 4281 | Subtotal |
| Tax Based On Investment Income | 4281 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6000 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 3 | PenaltyForUnderpayment |
| Overpayment | 1716 | Overpayment |
| Amount Credited To Next Year | 1716 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | TX | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFFORD GRUM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 9368291334 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 368 | AddressLine1 |
| City | DIBOLL | City |
| State | TX | State |
| ZIP Code | 75941 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| MARY K GRUM | ||||||
| PO BOX 368 | DIBOLL | TX | 75941 | CO-TRUSTEE | 1.00 | 0 |
| CLIFFORD J GRUM | ||||||
| PO BOX 368 | DIBOLL | TX | 75941 | CO-TRUSTEE | 1.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 202078 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1635034 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1837112 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 1837112 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 27557 | CashDeemedCharitable |
| Net Noncharitable Assets | 1809555 | NetNoncharitableAssets |
| Minimum Investment Return | 90478 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 90478 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4281 | TaxBasedOnInvestmentIncome |
| Total Tax | 4281 | TotalTax |
| Distributable Amount Before Adj | 86197 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 86197 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 86197 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 2006150 | ExpensesAndContributions |
| Qualifying Distributions | 2006150 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4281 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 2001869 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 86197 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 547263 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 162795 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 293791 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1003849 | TotalExcessDistriCarryover |
| Qualifying Distributions | 2006150 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 86197 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1919953 | RemainingDistriFromCorpus |
| Total Corpus | 2923802 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 547263 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2376539 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 162795 | ExcessFromYear3 |
| Excess From Year1 | 293791 | ExcessFromYear1 |
| Excess From Current Year | 1919953 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CLIFFORD J GRUM | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARY K OR CLIFFORD GRUM | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 368 | AddressLine1 |
| City | DIBOLL | City |
| State | TX | State |
| ZIP Code | 75941 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 9368291334 | RecipientPhoneNumber |
| Form And Info And Materials | A LETTER DESCRIBING USE OF REQUESTED FUNDS AND EXEMPT STATUS. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE. | SubmissionDeadlines |
| Restrictions On Awards | DONEE MUST BE A CHARITABLE ORGANIZATION. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| FIRST PRESBYTERIAN CHURCH | ||||||
| 607 JANEWAY AVENUE | LUFKIN | TX | 75901 | Public | GENERAL BUDGET | $2,000,000 |
| TLL TEMPLE MEMORIAL LIBRARY | ||||||
| 800 north temple drive | DIBOLL | TX | 75941 | Public | GENERAL BUDGET | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 2005000 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $181 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $429,076 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $429,257 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 429257 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AXLEY & RODE LLP | Category |
| Amount | $2,300 | Amount |
| Net Investment Income | 1150 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1150 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | Category |
| Amount | $4,284 | Amount |
Comments