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WILLETT FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WILLETT FAMILY FOUNDATION (EIN 26-2935372)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-07-14
IRS object ID
201421959349100412
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)
Return2014-07-14T12:08:59-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1
CityLake SuccessCity
StateNYState
ZIP Code11042ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN262935372EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Willett Family FoundationBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of% c/o Foundation SourceInCareOfNm
Business Name ControlWILLBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1
Address Line2Suite 123AddressLine2
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKenneth G WillettPersonNm
Person TitlePresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2014-06-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
Phone8008391754PhoneNum
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$329,132FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$200,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$10,138DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,138DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,916NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$93,634GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$18,916CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$229,054TotalRevAndExpnssAmt
Total Net Invst Incm$29,054TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$3,712OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,712OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,309OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$5,309OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,712TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,309TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$10,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$10,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,721TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,712TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$15,909TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$209,333ExcessRevenueOverExpensesAmt
Net Investment Income$25,342NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$2,498SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$12,190SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$12,190SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$92,892CorporateStockBOYAmt
Corporate Stock EOY$292,533CorporateStockEOYAmt
Corporate Stock EOYFMV$316,942CorporateStockEOYFMVAmt
Total Assets BOY$95,390TotalAssetsBOYAmt
Total Assets EOY$304,723TotalAssetsEOYAmt
Total Assets EOYFMV$329,132TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$95,390RetainedEarningBOYAmt
Retained Earning EOY$304,723RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$95,390TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$304,723TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$95,390TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$304,723TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$95,390TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$209,333ExcessRevenueOverExpensesAmt
Subtotal$304,723SubtotalAmt
Tot Net Ast Or Fund Balances EOY$304,723TotNetAstOrFundBalancesEOYAmt

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$93,634GrossSalesPriceAmt
Cost Or Other Basis$74,718CostOrOtherBasisAmt
Gain Or Loss$18,916GainOrLossAmt
Gains Minus Excess Or Losses$18,916GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$18,916CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$12,276AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$111,860NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.109744DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,362AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$108,619NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.095398DistributionYr2Rt
Adjusted Qlfy Distri Yr3$11,829AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$101,909NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.116074DistributionYr3Rt
Adjusted Qlfy Distri Yr4$3,318AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$92,726NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.035783DistributionYr4Rt
Adjusted Qlfy Distri Yr5$4,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$31,330NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.1564DistributionYr5Rt
Total Distribution0.513399TotalDistributionRt
Average Distribution0.10268AverageDistributionRt
Net Vl Noncharitable Assets$309,506NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$31,780AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$253NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$32,033AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$15,909QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$507InvestmentIncomeExciseTaxAmt
Subtotal$507SubtotalAmt
Tax Based On Investment Income$507TaxBasedOnInvestmentIncomeAmt
Applied To Es Tax$507AppliedToEsTaxAmt
Total Payments And Credits$507TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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 Line1co Foundation SourceBusinessNameLine1
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1
CityWilmingtonCity
StateDEState
ZIP Code198091377ZIPCode
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 (6 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Catherine R Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Christopher P Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Claire E Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Colin M Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Deborah Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
Kenneth G Willett
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres / Dir / Sec1.0$0$0$0
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$310,197AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,022AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$314,219TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$314,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$4,713CashDeemedCharitableAmt
Net Vl Noncharitable Assets$309,506NetVlNoncharitableAssetsAmt
Minimum Investment Return$15,475MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$15,475MinimumInvestmentReturnAmt
Tax Based On Investment Income$507TaxBasedOnInvestmentIncomeAmt
Total Tax$507TotalTaxAmt
Distributable Before Adj$14,968DistributableBeforeAdjAmt
Distributable Before Ded$14,968DistributableBeforeDedAmt
Distributable As Adjusted$14,968DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,909ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,909QualifyingDistributionsAmt
Adjusted Qualifying Distri$15,909AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$14,968DistributableAsAdjustedAmt
Prior Year12011PriorYear1Yr
Prior Year22010PriorYear2Yr
Prior Year32009PriorYear3Yr
Excess Distribution Cyov Yr5$2,871ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$7,060ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,141ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$6,883ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$21,955TotalExcessDistributionCyovAmt
Qualifying Distributions$15,909QualifyingDistributionsAmt
Applied To Current Year$14,968AppliedToCurrentYearAmt
Remaining Distri From Corpus$941RemainingDistriFromCorpusAmt
Total Corpus$22,896TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$2,871ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,025ExcessDistriCyovToNextYrAmt
Excess From Year3$7,060ExcessFromYear3Amt
Excess From Year2$5,141ExcessFromYear2Amt
Excess From Year1$6,883ExcessFromYear1Amt
Excess From Current Year$941ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerKENNETH G WILLETContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LColt
3121 SE 167 AvePortlandOR97236NONEN/AHardship Assistance Grant$2,000
ST ANDREW CATHOLIC CHURCH
806 NE ALBERTA STPORTLANDOR97211N/APCSaint Vincent de Paul Program$5,000
ST ANDREW CATHOLIC CHURCH
806 NE ALBERTA STPORTLANDOR97211N/APCLiturgy Music Materials$3,000
ST ANDREW CATHOLIC CHURCH
806 NE ALBERTA STPORTLANDOR97211N/APCSound system upgrade$600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$10,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,138ExclusionAmt
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$18,916ExclusionAmt
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$29,054ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$29,054TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonWillett Kenneth GContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15720 NE 48th AvenueAddressLine1
CityPortlandCity
StateORState
ZIP Code97218ZIPCode
FieldValueIRS element (for citing)
Total Contributions$200,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN WATER WORKS COMPANY I$28,623$32,329
CMS ENERGY CP$27,212$30,678
DOMINION RESOURCES INC$27,317$35,191
DTE ENERGY CO$36,486$34,257
EDISION INTL$36,428$33,938
NEXTERA ENERGY, INC$28,754$36,475
NORTHEAST UTIL$27,495$29,843
PINNACLE WEST CAPITAL CORP$27,124$28,153
SOUTHERN CO$28,058$25,817
WISCONSIN ENERGY CP$25,036$30,261

Investments Land Schedule2 InvestmentsLandSchedule2

Land Etc Schedule2 LandEtcSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$5,284$5,284
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$3,712Amt
Net Investment Income$3,712NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Excise Tax for 2012CategoryTxt
Amt$100Amt

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