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JAY AND CAROL BORZI FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JAY AND CAROL BORZI FOUNDATION (EIN 20-3977239)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-08-03
IRS object ID
202612159349100526
Schema version
2025v4.0
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)
Return2026-08-03T19:34:35-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN820337128PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LALLMAN CPAS ADVISORSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 989AddressLine1Txt
CityKETCHUMCityNm
State AbbreviationIDStateAbbreviationCd
ZIP833400989ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203977239EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JAY AND CAROL BORZI FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJAYABusinessNameControlTxt
Phone3105169100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117 - 7TH STAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonWILLIAM J BORZIPersonNm
Person TitlePRES/TRUSTEEPersonTitleTxt
Phone6262933302PhoneNum
Signature2026-07-15SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKENNETH PIERCEPreparerPersonNm
PTINP00074219PTIN
Phone2087267500PhoneNum
Preparation2026-07-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$797,261FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$255,885ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$17,030DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,030DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$277,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$297,451GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$277,291CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$550,210TotalRevAndExpnssAmt
Total Net Invst Incm$294,325TotalNetInvstIncmAmt
Taxes Rev And Expnss$5,246TaxesRevAndExpnssAmt
Taxes Net Invst Incm$246TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$6,028OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,028OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,274TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,274TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$313,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$313,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$324,274TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,274TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$313,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$225,936ExcessRevenueOverExpensesAmt
Net Investment Income$288,051NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY-$2,653SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$395SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$395SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$444,221CorporateStockBOYAmt
Corporate Stock EOY$426,313CorporateStockEOYAmt
Corporate Stock EOYFMV$796,807CorporateStockEOYFMVAmt
Other Assets BOY$59OtherAssetsBOYAmt
Other Assets EOY$59OtherAssetsEOYAmt
Other Assets EOYFMV$59OtherAssetsEOYFMVAmt
Total Assets BOY$441,627TotalAssetsBOYAmt
Total Assets EOY$426,767TotalAssetsEOYAmt
Total Assets EOYFMV$797,261TotalAssetsEOYFMVAmt
Accounts Payable BOY$3,450AccountsPayableBOYAmt
Total Liabilities BOY$3,450TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$438,177RetainedEarningBOYAmt
Retained Earning EOY$426,767RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$438,177TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$426,767TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$441,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$426,767TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$438,177TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$225,936ExcessRevenueOverExpensesAmt
Other Increases$835OtherIncreasesAmt
Subtotal$664,948SubtotalAmt
Other Decreases$238,181OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$426,767TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GOLDMAN SACHS GROUPP2008-11-132025-10-13$160,787$13,040$147,747$147,747
ISHARES EXPANDED TECH SEC ETFP2006-11-302025-02-04$5,275$422$4,853$4,853
MICROSOFT CORPP2006-04-282025-02-04$4,125$242$3,883$3,883
NVIDIA CORPP2019-11-262025-02-04$2,381$109$2,272$2,272
TEXAS PACIFIC LAND CORPP2017-04-062025-02-04$5,417$377$5,040$5,040
ALPHABET INCP2010-05-112025-02-04$2,068$127$1,941$1,941
APPLE INCP2001-03-152025-02-04$2,325$157$2,168$2,168
BLACKSTONEP2014-10-162025-02-04$3,405$371$3,034$3,034
GE VERNOVAP2020-09-162025-10-13$101,236$5,315$95,921$95,921
FieldValueIRS element (for citing)
Capital Gain Net Income$277,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,004InvestmentIncomeExciseTaxAmt
Subtotal$4,004SubtotalAmt
Tax Based On Investment Income$4,004TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,906EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,906TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$78EsPenaltyAmt
Overpayment$3,824OverpaymentAmt
Applied To ES Tax$3,824AppliedToESTaxAmt

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
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
Individual With BooksWILLIAM J BORZIIndividualWithBooksNm
Phone3105169100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line117 - 7TH STREETAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM J BORZI
17 - 7TH STREETHERMOSA BEACHCA90254PRES/TRUSTEE0.10$0$0$0
CAROL BORZI
17 - 7TH STREETHERMOSA BEACHCA90254TRUSTEE0.10$0$0$0
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$748,752AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$748,752TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$748,752AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,231CashDeemedCharitableAmt
Net Vl Noncharitable Assets$737,521NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,876MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$36,876MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,004TaxBasedOnInvestmentIncomeAmt
Total Tax$4,004TotalTaxAmt
Distributable Before Adj$32,872DistributableBeforeAdjAmt
Distributable Before Ded$32,872DistributableBeforeDedAmt
Distributable As Adjusted$32,872DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$313,000ExpensesAndContributionsAmt
Qualifying Distributions$313,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$32,872DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$96,688ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$496,580ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$416,364ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$152,677ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$251,192ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,413,501TotalExcessDistributionCyovAmt
Qualifying Distributions$313,000QualifyingDistributionsAmt
Applied To Current Year$32,872AppliedToCurrentYearAmt
Remaining Distri From Corpus$280,128RemainingDistriFromCorpusAmt
Total Corpus$1,693,629TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$96,688ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,596,941ExcessDistriCyovToNextYrAmt
Excess From Year4$496,580ExcessFromYear4Amt
Excess From Year3$416,364ExcessFromYear3Amt
Excess From Year2$152,677ExcessFromYear2Amt
Excess From Year1$251,192ExcessFromYear1Amt
Excess From Current Year$280,128ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerWILLIAM J BORZIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY OF HOPE
1500 E DUARTE ROADDUARTECA91010NONEPCGENERAL$5,000
SEAL FUTURE FOUNDATION
32 THIRD AVENUENEW YORKNY10003NONEPCGENERAL$75,000
FORGIVEN WARRIORS OF CHRIST
PO BOX 1675TEMPLETONCA93465NONEPCGENERAL$5,000
JOHN MAILLINGER CHARITABLE FOUNDATI
4602 N VIRGINIA ROADLONG BEACHCA90807NONEPOFGENERAL$17,000
PV HISTORICAL
PO BOX 53YOUNGAZ85554NONEPCGENERAL$5,000
PCRF
PO BOX 861716LOS ANGELESCA90086NONEPCGENERAL$5,000
HILL COUNTRY ALLIANCE
PO BOX 151675AUSTINTX78715NONEPCGENERAL$10,000
ROD DEDEAUX FOUNDATION
1430 S EASTMAN AVENUELOS ANGELESCA90023NONEPOFGENERAL$15,000
RONALD MCDONALD HOUSE
4560 FOUNTAIN AVELOS ANGELESCA90029NONEPCGENERAL$5,000
CANINE COMPANIONS
2965 DUTTON AVENUESANTA ROSACA95407NONEPCGENERAL$5,000
LIVE LIKE BRAUN FOUNDATION
13448 BEACH AVE 3306-BMARINA DEL REYCA90292NONEPOFGENERAL$10,000
LA STRONG SPORTS
127 UNIVERSITY AVENUEBERKLEYCA94710NONEPOFGENERAL$1,000
SOUTH COAST BOTANIC GARDEN
26300 CRENSHAW BLVDPALPS VERDES ESTATESCA90274NONEPOFGENERAL$150,000
PVGC SHOLARSHIP FUND
3301 VIA CAMPESINAPALOS VERDES ESTATESCA90274NONEPOFGENERAL$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$313,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17,030ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion26ExclusionCd
Exclusion$277,291ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$294,325ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$294,325TotalIncomeProducingActyAmt

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 PersonWILLIAM J BORZIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line117-7TH STREETAddressLine1Txt
CityHERMOSA BEACHCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90254ZIPCd
FieldValueIRS element (for citing)
Total Contributions$255,885TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmt
1200 SHARES GOLDMAN STOCK$156,893
1156 SHARES GE VERNOVA STOCK$98,992

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSECURITIES HELD IN UBS 15009StockNm
EOY Book Value$426,313EOYBookValueAmt
EOYFMV$796,807EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOTHER RECEIVABLES IN TRANSITDesc
BOY Book Value$59BOYBookValueAmt
EOY Book Value$59EOYBookValueAmt
EOYFMV$59EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$238,181Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MANAGEMENT FEES$6,028$6,028

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON DIVIDEND DISTRIBUTIONSDesc
Amt$835Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$246$246
FEDERAL TAXES$5,000

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