BETA

LYONS SMITH FAM FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
LYONS SMITH FAM FOUNDATION (EIN 61-6337565)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-04
IRS object ID
202642479349100214
Schema version
2025v4.1
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)
Return2026-09-04T11:03:12-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN330940846PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL W DURAN CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 E WILSHIRE AVE STE 201AddressLine1Txt
CityFULLERTONCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92832ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN616337565EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LYONS-SMITH FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLYONBusinessNameControlTxt
Phone9092101465PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11512 SERENADE TERRACEAddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP92625ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNANCY A LYONSPersonNm
Person TitlePresidentPersonTitleTxt
Signature2026-09-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael W DuranPreparerPersonNm
PTINP01328737PTIN
Phone7144412500PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$890,017FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$683,596ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$301InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$301InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,678DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$144,859NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$844,827GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$144,859CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$836,434TotalRevAndExpnssAmt
Total Net Invst Incm$152,838TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,876AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,876AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$2,031OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,031OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$70InterestRevAndExpnssAmt
Interest Net Invst Incm$70InterestNetInvstIncmAmt
Taxes Rev And Expnss$4,373TaxesRevAndExpnssAmt
Taxes Net Invst Incm$648TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$139OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$139OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$8,489TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,764TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$252,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$252,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$260,589TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,764TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$252,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$575,845ExcessRevenueOverExpensesAmt
Net Investment Income$148,074NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$36,417SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$25,742SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$25,742SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$391,331CorporateStockBOYAmt
Corporate Stock EOY$864,275CorporateStockEOYAmt
Corporate Stock EOYFMV$864,275CorporateStockEOYFMVAmt
Total Assets BOY$427,748TotalAssetsBOYAmt
Total Assets EOY$890,017TotalAssetsEOYAmt
Total Assets EOYFMV$890,017TotalAssetsEOYFMVAmt
Grants Payable EOY$200,000GrantsPayableEOYAmt
Total Liabilities EOY$200,000TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$427,748NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$690,017NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$427,748TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$690,017TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$427,748TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$890,017TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$427,748TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$575,845ExcessRevenueOverExpensesAmt
Subtotal$1,003,593SubtotalAmt
Other Decreases$313,576OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$690,017TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$249,196$193,389$55,807$55,807
PUBLICLY TRADED SECURITIESP$595,631$506,579$89,052$89,052
FieldValueIRS element (for citing)
Capital Gain Net Income$144,859CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$144,859NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,058InvestmentIncomeExciseTaxAmt
Subtotal$2,058SubtotalAmt
Tax Based On Investment Income$2,058TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$18EsPenaltyAmt
Tax Due$76TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1NANCY A LYONS PRESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9092101465PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11512 SERENADE TERRACEAddressLine1Txt
CityCORONA DEL MARCityNm
State AbbreviationCAStateAbbreviationCd
ZIP926251752ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
NANCY A LYONS
1512 SERENADE TERRACECORONA DEL MARCA926251752President1.00$0
LAWRENCE E SMITH
1512 SERENADE TERRACECORONA DEL MARCA926251752Vice Pres.1.00$0
NATHANIEL E LYONS-SMITH
1512 SERENADE TERRACECORONA DEL MARCA926251752Secretary1.00$0
ALEXANDRA K LYONS-SMITH
1512 SERENADE TERRACECORONA DEL MARCA926251752Treasurer1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$477,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$30,587AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$508,194TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$508,194AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,623CashDeemedCharitableAmt
Net Vl Noncharitable Assets$500,571NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,029MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,029MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,058TaxBasedOnInvestmentIncomeAmt
Total Tax$2,058TotalTaxAmt
Distributable Before Adj$22,971DistributableBeforeAdjAmt
Distributable Before Ded$22,971DistributableBeforeDedAmt
Distributable As Adjusted$22,971DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$252,100ExpensesAndContributionsAmt
Qualifying Distributions$252,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$22,971DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$1,110,862ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$120,536ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$117,338ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$82,993ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$59,699ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,491,428TotalExcessDistributionCyovAmt
Qualifying Distributions$252,100QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$22,971AppliedToCurrentYearAmt
Remaining Distri From Corpus$229,129RemainingDistriFromCorpusAmt
Total Corpus$1,720,557TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,110,862ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$609,695ExcessDistriCyovToNextYrAmt
Excess From Year4$120,536ExcessFromYear4Amt
Excess From Year3$117,338ExcessFromYear3Amt
Excess From Year2$82,993ExcessFromYear2Amt
Excess From Year1$59,699ExcessFromYear1Amt
Excess From Current Year$229,129ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNANCY A LYONSContributingManagerNm
Contributing ManagerLAWRENCE E SMITHContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SPECIAL OPERATIONS WARRIOR FOUNDATI
1137 MARBELLA PLAZA DRIVETAMPAFL33619N/APCGENERAL SUPPORT$12,000
FIRST PRESBYTERIAN CHURCH OF UPLAND
869 N EUCLID AVEUPLANDCA91786N/APCGENERAL SUPPORT$48,000
OC UNITED WAY
18012 MITCHELL SOUTHIRVINECA92614N/APCGeneral Support$111,100
SECOND HARVEST FOOD BANK
8014 MARINE WAYIRVINECA92618N/APCGENERAL SUPPORT$10,000
ST ANDREWS CHURCH
600 ST ANDREWS ROADNEWPORT BEACHCA92663N/APCGENERAL SUPPORT$66,000
TRINITY LUTHERAN CHURCH
4101 NOHL RANCH ROADANAHEIMCA92807N/APCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$252,100TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

FieldValueIRS element (for citing)
Recipient PersonOC UNITED WAYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line118012 MITCHELL SOUTHAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92614ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusCd
Grant Or Contribution PurposeGENERAL SUPPORTGrantOrContributionPurposeTxt
Amt$200,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$200,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$301ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,678ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$144,859RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$7,979ExclusionAmt
Related Or Exempt Function Incm$144,859RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,838TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
SMITH-LYONS FAMILY
11512 SERENADE TERRACECORONA DEL MARCA926251752$203,090Yes (X)
SMITH-LYONS FAMILY
21512 SERENADE TERRACECORONA DEL MARCA926251752$479,606Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1PUBLICLY TRADED SECURITIES--SEE ATTACHED LIST--$203,0902025-04-28
2PUBLICLY TRADED SECURITIES--SEE ATTACHED LIST--$479,6062025-11-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryMIKE DURAN CPACategoryTxt
Amt$1,876Amt
Net Investment Income$1,876NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
GRANT PAYABLE TO ORANGE COUNTY UNITED WAY$200,000
SFAS 124/FASB ASC 958-320 ADJUSTMENT$113,576

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
DEPT OF JUSTICE$100$100
PENALTY$39$39

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WFA A/C 6837$94$94$0$0
WFA A/C 8008$1,937$1,937$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL BALANCE DUE$1,725
FEDERAL ESTIMATED TAX PAYMENT$2,000
FOREIGN TAXES$648$648

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