BETA

EVELYN F JAMES FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
EVELYN F JAMES FOUNDATION (EIN 54-1662984)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-03-06
IRS object ID
202500659349100205
Schema version
2024v5.0
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)
Return2025-03-06T07:48:20-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN541467814PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SPENCER HAGER & MOSDELL PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 1165AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP240061165ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN541662984EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EVELYN F JAMES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEVELBusinessNameControlTxt
Phone5403439303PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12919 WYCLIFFE AVE SWAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24014ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonG SCOTT SHACKELFORDPersonNm
Person TitlePRESIDENT/ DIRECTORPersonTitleTxt
Phone5403439303PhoneNum
Signature2025-03-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARK K MOSDELLPreparerPersonNm
PTINP00687283PTIN
Phone5409850308PhoneNum
Preparation2025-03-06PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$456,085FMVAssetsEOYAmt
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$661InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$661InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$661InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$6,840DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,304DividendsNetInvstIncmAmt
Dividends Adj Net Incm$6,840DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$38,277NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$120,766GrossSalesPriceAmt
Other Income Rev And Expnss$40OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$40OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$45,818TotalRevAndExpnssAmt
Total Net Invst Incm$6,965TotalNetInvstIncmAmt
Total Adj Net Incm$7,541TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,025AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,025AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$3,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,500OtherProfFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$31OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$31OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,556TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,556TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,556TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,556TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$11,262ExcessRevenueOverExpensesAmt
Net Investment Income$2,409NetInvestmentIncomeAmt
Adjusted Net Income$7,541AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$55,175SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$37,975SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$37,975SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$210,136CorporateStockBOYAmt
Corporate Stock EOY$236,016CorporateStockEOYAmt
Corporate Stock EOYFMV$380,979CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,351CorporateBondsBOYAmt
Other Investments BOY$23,915OtherInvestmentsBOYAmt
Other Investments EOY$36,925OtherInvestmentsEOYAmt
Other Investments EOYFMV$37,131OtherInvestmentsEOYFMVAmt
Total Assets BOY$299,577TotalAssetsBOYAmt
Total Assets EOY$310,916TotalAssetsEOYAmt
Total Assets EOYFMV$456,085TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$299,577RetainedEarningBOYAmt
Retained Earning EOY$310,916RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$299,577TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$310,916TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$299,577TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$310,916TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$299,577TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$11,262ExcessRevenueOverExpensesAmt
Other Increases$77OtherIncreasesAmt
Subtotal$310,916SubtotalAmt
Tot Net Ast Or Fund Balances EOY$310,916TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$33InvestmentIncomeExciseTaxAmt
Subtotal$33SubtotalAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Tax Due$33TaxDueAmt

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 StateVAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CARY STREET PARTNERSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5403439903PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1601 S JEFFERSON ST SUITE 410AddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24011ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonG SCOTT SHACKELFORDPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12919 WYCLIFFE AVEAddressLine1Txt
CityROANOKECityNm
State AbbreviationVAStateAbbreviationCd
ZIP24014ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENT/ DTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$404,634AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$54,142AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$458,776TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$458,776AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,882CashDeemedCharitableAmt
Net Vl Noncharitable Assets$451,894NetVlNoncharitableAssetsAmt
Minimum Investment Return$22,595MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$22,595MinimumInvestmentReturnAmt
Tax Based On Investment Income$33TaxBasedOnInvestmentIncomeAmt
Total Tax$33TotalTaxAmt
Distributable Before Adj$22,562DistributableBeforeAdjAmt
Distributable Before Ded$22,562DistributableBeforeDedAmt
Distributable As Adjusted$22,562DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,562DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$5,731ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$4,580ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,140ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$8,073ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$23,524TotalExcessDistributionCyovAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Current Year$22,562AppliedToCurrentYearAmt
Remaining Distri From Corpus$7,438RemainingDistriFromCorpusAmt
Total Corpus$30,962TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,731ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,231ExcessDistriCyovToNextYrAmt
Excess From Year4$4,580ExcessFromYear4Amt
Excess From Year3$5,140ExcessFromYear3Amt
Excess From Year2$8,073ExcessFromYear2Amt
Excess From Current Year$7,438ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989PCCONTRIBUTION$1,000
ST JOHNS EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002PCCONTRIBUTION$8,500
BOYS HOME OF VIRGINIA
414 BOYS HOME ROADCOVINGTONVA244265518PCCONTRIBUTION$300
NORTH CROSS SCHOOL
4254 COLONIAL AVEROANOKEVA24019PCCONTRIBUTION$1,000
ROANOKE COLLEGE
221 COLLEGE LANESALEMVA24153PCCONTRIBUTION$100
THOMAS JEFFERSON FOUNDATION
PO BOX 217CHARLOTTESVILLEVA22902PCCONTRIBUTION$500
STRATFORD HALL
482 GREAT HOUSE RDSTRATFORDVA22558PCCONTRIBUTION$100
NATIONAL D-DAY MEMORIAL
PO BOX 77BEDFORDVA24523PCCONTRIBUTION$1,000
PLANNED PARENTHOOD
2207 PETERS CREEK RDROANOKEVA24017PCCONTRIBUTION$500
WOODBERRY FOREST SCHOOL
402 WOODBERRY STATIONWOODBERRY FORESTVA22989PCCONTRIBUTION$1,000
UVA-COLLEGE FOUNDATION
PO BOX 400801CHARLOTTESVILLEVA22904PCCONTRIBUTION$2,500
ST JOHNS EPISCOPAL CHURCH
PO BOX 257ROANOKEVA24002PCCONTRIBUTION$8,500
WADSWORTH- SULGRAVE HISTORIC
1801 MASSACHUSETTS AVE NWWASHINGTONDC20036PCCONTRIBUTION$5,000PRESERVATION FOUNDATION
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$661ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,840ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$38,277RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescBROADRIDGE LITIGATIONDesc
Exclusion1ExclusionCd
Exclusion$40ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,541ExclusionAmt
Related Or Exempt Function Incm$38,277RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$45,818TotalIncomeProducingActyAmt

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)
Amt$1,025Amt
Net Investment Income$1,025NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (17 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
ISHARES 0 TO 3 MONTHS TREASURY2024-07PURCHASE2024-08$6,729$6,748-$19
NASDAQ INC2023-09PURCHASE2024-05$3,622$3,088$534
ALPHABET INC2011-01PURCHASE2024-05$4,770$439$4,331
APPLE INC2019-01PURCHASE2024-05$2,740$631$2,109
JPMORGAN CHASE2017-03PURCHASE2024-05$10,000$10,000
MICROSOFT CORP2014-03PURCHASE2024-05$5,804$553$5,251
MSCI INC2020-03PURCHASE2024-07$13,568$7,260$6,308
THERMO FISHER SCIENTIFIC2018-08PURCHASE2024-05$2,365$936$1,429
UNITED RENTALS INC2020-11PURCHASE2024-05$6,951$2,156$4,795
WILLIAMS SONOMA INC2020-10PURCHASE2024-05$15,735$4,908$10,827
CHARLES SCHWAB2022-12PURCHASE2024-12$5,898$5,773$125
CHARLES SCHWAB2022-12PURCHASE2024-12$5,187$5,613-$426
CVS HEALTH CORP2022-03PURCHASE2024-06$5,468$9,846-$4,378
DOVER CORPPURCHASE2024-08$7,085$5,636$1,449
DOVER CORP2023-06PURCHASE2024-09$6,879$5,355$1,524
MUELLER INDS INC2022-11PURCHASE2024-05$2,943$1,612$1,331
VANGUARD ENERGY ETF2022-03PURCHASE2024-03$15,022$11,935$3,087

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIESStockNm
EOY Book Value$236,016EOYBookValueAmt
EOYFMV$380,979EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EXCHANGE TRADED FUNDSAT COST$11,980$12,002
FIXED INCOMEAT COST$24,945$25,129

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
CHECK FEE$9$9
TAX PAX$22$22

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBROADRIDGE LITIGATIONDesc
Revenue And Expenses Per Books$40RevenueAndExpensesPerBooksAmt
Adjusted Net Income$40AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT FOR COST BASISDesc
Amt$77Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADVISORY FEESCategoryTxt
Amt$3,500Amt
Net Investment Income$3,500NetInvestmentIncomeAmt

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