KUZAK FAMILY FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
KUZAK FAMILY FOUNDATION (EIN 81-6923316)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-13
IRS object ID
202621339349103572
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)
Return2026-05-13T15:31:29-04:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN874463086PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1M & H TAX CONSULTANTS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line123500 PARK STREET SUITE 1AAddressLine1Txt
CityDEARBORNCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48124ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN816923316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KUZAK FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKUZABusinessNameControlTxt
Phone2484814625PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12811 TURTLE GROVE COURTAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDERRICK KUZAKPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2484814625PhoneNum
Signature2026-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL L MEREDITHPreparerPersonNm
PTINP00197508PTIN
Phone3135127500PhoneNum
Preparation2026-05-11PreparationDt
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$461,935FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$225,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,227DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,227DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$525,138GrossSalesPriceAmt
Other Income Rev And Expnss$241OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$241OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$265,123TotalRevAndExpnssAmt
Total Net Invst Incm$14,521TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,675AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,338AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,337AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,292OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,146OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,146OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$154TaxesRevAndExpnssAmt
Taxes Net Invst Incm$154TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,121TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,638TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,483TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$402,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$402,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$409,121TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,638TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$405,483TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$143,998ExcessRevenueOverExpensesAmt
Net Investment Income$10,883NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$230,605CashBOYAmt
Cash EOY$228,419CashEOYAmt
Cash EOYFMV$228,414CashEOYFMVAmt
Acct Rcvbl$1,210AcctRcvblAmt
Acct Rcvbl BOY$1,364AcctRcvblBOYAmt
Acct Rcvbl EOY$1,210AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,210AcctRcvblEOYFMVAmt
Corporate Stock BOY$135,654CorporateStockBOYAmt
Corporate Stock EOY$79,791CorporateStockEOYAmt
Corporate Stock EOYFMV$89,260CorporateStockEOYFMVAmt
Corporate Bonds BOY$104,077CorporateBondsBOYAmt
Corporate Bonds EOY$75,219CorporateBondsEOYAmt
Corporate Bonds EOYFMV$73,072CorporateBondsEOYFMVAmt
Other Investments BOY$123,338OtherInvestmentsBOYAmt
Other Investments EOY$67,033OtherInvestmentsEOYAmt
Other Investments EOYFMV$69,979OtherInvestmentsEOYFMVAmt
Total Assets BOY$595,038TotalAssetsBOYAmt
Total Assets EOY$451,672TotalAssetsEOYAmt
Total Assets EOYFMV$461,935TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$595,038RetainedEarningBOYAmt
Retained Earning EOY$451,672RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$595,038TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$451,672TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$595,038TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$451,672TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$595,038TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$143,998ExcessRevenueOverExpensesAmt
Other Increases$632OtherIncreasesAmt
Subtotal$451,672SubtotalAmt
Tot Net Ast Or Fund Balances EOY$451,672TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$151InvestmentIncomeExciseTaxAmt
Subtotal$151SubtotalAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,210EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,210TotalPaymentsAndCreditsAmt
Overpayment$1,059OverpaymentAmt
Applied To ES Tax$1,059AppliedToESTaxAmt

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 StateMIOrgReportOrRegisterStateCd
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 BooksDERRICK KUZAK TRUSTEEIndividualWithBooksNm
Phone2484814625PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12811 TURTLE GROVE COURTAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd
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)
PersonDERRICK KUZAKPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12811 TURTLE GROVE CTAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
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$364,743AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$57,087AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$421,830TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$421,830AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$6,327CashDeemedCharitableAmt
Net Vl Noncharitable Assets$415,503NetVlNoncharitableAssetsAmt
Minimum Investment Return$20,775MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$20,775MinimumInvestmentReturnAmt
Tax Based On Investment Income$151TaxBasedOnInvestmentIncomeAmt
Total Tax$151TotalTaxAmt
Distributable Before Adj$20,624DistributableBeforeAdjAmt
Distributable Before Ded$20,624DistributableBeforeDedAmt
Distributable As Adjusted$20,624DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$405,483ExpensesAndContributionsAmt
Qualifying Distributions$405,483QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$20,624DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$157,331ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$200,551ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$198,622ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$163,383ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$169,248ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$889,135TotalExcessDistributionCyovAmt
Qualifying Distributions$405,483QualifyingDistributionsAmt
Applied To Current Year$20,624AppliedToCurrentYearAmt
Remaining Distri From Corpus$384,859RemainingDistriFromCorpusAmt
Total Corpus$1,273,994TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$157,331ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,116,663ExcessDistriCyovToNextYrAmt
Excess From Year4$200,551ExcessFromYear4Amt
Excess From Year3$198,622ExcessFromYear3Amt
Excess From Year2$163,383ExcessFromYear2Amt
Excess From Year1$169,248ExcessFromYear1Amt
Excess From Current Year$384,859ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
DAMASCUS CATHOLIC MISSION CAMPUS
7550 RAMEY ROADCENTERBURGOH43011PCKUZAK FAMILY FOUNDATION SCHOLARSHIP$330,000
DETROIT CRISTO REY HIGH SCHOOL
5679 VERNER HWYDETROITMI48209PCVARIOUS FUNDS FOR PARISH & SCHOOLS$55,000
UNIVERSITY OF DETROIT - MERCY
4001 W MCNICHOLSDETROITMI48221PCKUZAK FAMILY FOUNDATION SCHOLARSHIP$17,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$402,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$53ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,227ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$241ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Related Or Exempt Function Incm$25,602RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,521ExclusionAmt
Related Or Exempt Function Incm$25,602RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,123TotalIncomeProducingActyAmt

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 PersonDERRICK KUZAKContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12811 TURTLE GROVE CTAddressLine1Txt
CityBLOOMFIELD HILLSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48302ZIPCd
FieldValueIRS element (for citing)
Total Contributions$225,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryM&H TAX CONSULTANTS, LLCCategoryTxt
Amt$4,675Amt
Net Investment Income$2,338NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,337DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
UBS 20178 - SEE ATTACHEDPURCHASE$222,883$224,681-$1,798
UBS 20178 - SEE ATTACHEDPURCHASE$6,366$5,107$1,259
UBS 20178 - SEE ATTACHEDPURCHASE$288,848$265,608$23,240
UBS 20178- SEE ATTACHEDPURCHASE$6,995$4,140$2,855
UBS 20178 - SEE ATTACHEDPURCHASE$46$46

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES BROAD USD INV GR - 396 SHS$20,313$20,501
ISHARES JP MOR USD EM MKTS - 93 SHS$8,635$8,954
ISHARES PFD & INC SEC ETF - 278 SHS$8,683$8,607
LORD ABBETT BOND DEB -4,835.648 SHS$37,588$35,010

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES CORE MSCI EMERGING - 101 SHS$5,583$6,789
ISHARES CORE S&P SMALL - 85 SHS$9,579$10,215
PACER DEVEL MKTS INTL - 357 SHS$11,187$13,809
PACER US CASH COWS - 172 SHS
PACER US SMALL CAP CASH COWS-378 SHS
VANGUARD ENERGY ETF - 32 SHS$4,067$4,029
VANGUARD GROWTH ETF - 33 SHS$14,089$16,099
VANGUARD MID CAP ETF - 45 SHS$12,473$13,060
VANGUARD VALUE ETF -77 SHS$13,807$14,706
VANGUARD INFO TECH ETF - 14 SHS$9,006$10,553

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
LORD ABBETT BD DEBENT- 2910.611 SHSAT COST$20,731$21,073
SPDR GOLD SHS ETF - 42 SHSAT COST$4,867$7,134
PGIM HIGH YIELD - 4,282.176 SHSAT COST$20,813$20,811
PGIM TOTAL RTN BOND - 1,723.781 SHSAT COST$20,622$20,961

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUBS 20178Desc
Revenue And Expenses Per Books$241RevenueAndExpensesPerBooksAmt
Net Investment Income$241NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUBS 20178 -PRIOR PERIOD ADJDesc
Amt$632Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$2,292Amt
Net Investment Income$1,146NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,146DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL NII EXCISE TAXCategoryTxt
Amt$154Amt
Net Investment Income$154NetInvestmentIncomeAmt

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