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VICTOR E AND CAROLINE E SCHUTTE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
VICTOR E AND CAROLINE E SCHUTTE FOUNDATION (EIN 43-6049974)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-06-18
IRS object ID
202621699349100607
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)
Return2026-06-18T08:55:27-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN440643135PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stinson LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut Suite 2900AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN436049974EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Victor E & Caroline E Schutte FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone8166913181PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut StreetAddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid W FrantzePersonNm
Person TitleSuccessor TrusteePersonTitleTxt
Phone8166913181PhoneNum
Signature2026-05-09SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCharles F JensenPreparerPersonNm
PTINP01208510PTIN
Phone8166912760PhoneNum
Preparation2026-06-18PreparationDt
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$5,715,843FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$146,651DividendsRevAndExpnssAmt
Dividends Net Invst Incm$146,651DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$227,253NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$243,407GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$227,253CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$373,904TotalRevAndExpnssAmt
Total Net Invst Incm$373,904TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$3,393LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,884LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$509LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$0AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$54,964OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$54,964OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$12,202TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$0OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$70,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$57,848TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$509TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$258,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$258,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$328,559TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$57,848TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$258,509TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$45,345ExcessRevenueOverExpensesAmt
Net Investment Income$316,056NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$276,098SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$215,327SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$215,327SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$2,163,548CorporateStockBOYAmt
Corporate Stock EOY$2,314,492CorporateStockEOYAmt
Corporate Stock EOYFMV$4,522,654CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,080,804CorporateBondsBOYAmt
Corporate Bonds EOY$1,035,976CorporateBondsEOYAmt
Corporate Bonds EOYFMV$977,862CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,520,450TotalAssetsBOYAmt
Total Assets EOY$3,565,795TotalAssetsEOYAmt
Total Assets EOYFMV$5,715,843TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,520,450CapitalStockBOYAmt
Capital Stock EOY$3,565,795CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,520,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,565,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,520,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,565,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,520,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$45,345ExcessRevenueOverExpensesAmt
Subtotal$3,565,795SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,565,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Short Term SalesP2025-06-302025-12-31$0$0$16,154-$16,154$0$0$0-$16,154
Long Term SalesP2024-01-012025-12-31$216,293$0$0$216,293$0$0$0$216,293
Long Term Capital Gain DistributionsP2024-01-012025-12-31$27,114$0$0$27,114$0$0$0$27,114
FieldValueIRS element (for citing)
Capital Gain Net Income$227,253CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$16,154NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,393InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,393SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,393TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,168EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$14,168TotalPaymentsAndCreditsAmt
Original Return Overpayment-$14,168OriginalReturnOverpaymentAmt
Overpayment$9,775OverpaymentAmt
Applied To ES Tax$9,775AppliedToESTaxAmt

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 StateMOOrgReportOrRegisterStateCd
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 Line1David W Frantze co Stinson LLPBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8168428600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11201 Walnut St Suite 2900AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64106ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
John C Aisenbrey
1201 Walnut Suite 2900Kansas CityMO64106Successor Trustee2.00$0$0$0
John C Davis
10129 S Shadow CircleOlatheKS66061Successor Trustee2.00$0$0$0
David W Frantze
1201 Walnut Suite 2900Kansas CityMO64106Successor Trustee2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Bank of AmericaBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 Main StreetAddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64105ZIPCd
FieldValueIRS element (for citing)
Service TypeFinancial ServicesServiceTypeTxt
Compensation$52,779CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k52779ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Foundation makes direct charitable contributions See Part I, line 25 column dDescription1Txt
Expenses1$258,000Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,287,063AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$302,276AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,003,531FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,592,870TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,592,870AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$83,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,508,977NetVlNoncharitableAssetsAmt
Minimum Investment Return$275,449MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$275,449MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,393TaxBasedOnInvestmentIncomeAmt
Total Tax$4,393TotalTaxAmt
Distributable Before Adj$271,056DistributableBeforeAdjAmt
Distributable Before Ded$271,056DistributableBeforeDedAmt
Distributable As Adjusted$271,056DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$258,509ExpensesAndContributionsAmt
Qualifying Distributions$258,509QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$271,056DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$4,451ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,451TotalExcessDistributionCyovAmt
Qualifying Distributions$258,509QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$258,509AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$4,451ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$4,451ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$8,096UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Linda Hall Library Foundation
5109 Cherry StKansas CityMO641102498PFEducational$15,000
Boy Scouts of America
10210 Holmes RdKansas CityMO64131PCCharitable$30,000
Leukemia & Lymphoma Society
6811 W 63rd StreetShawnee MissionKS66202PCCharitable$9,000
Gordon Parks Elementary
3715 Wyoming StKansas CityMO64111PFEducational$15,000
St Paul's Day School
4041 Main StKansas CityMO64111PFEducational$6,000
The Coterie Theatre
2450 Grand BoulevardKansas CityMO64108PCEducational$40,000
Literacy Kansas City
205 West 65th StreetKansas CityMO64113PCEducational$30,000
Kansas City Symphony
1703 Wyandotte Suite 200Kansas CityMO64108PCEducational$20,000
Operation Breakthrough
3039 Troost AveKansas CityMO64109PCEducational$31,000
Kansas City Repertory Theatre
4949 Cherry StKansas CityMO64110PCCharitable$0
Children's Mercy Hospital
2401 Gillham RoadKansas CityMO64108PCCharitable$25,000
KCUR
4825 Troost Suite 202Kansas CityMO64110PCEducational$15,000
Pawsperity (fka The Grooming Project)
5805 Troost AveKansas CityMO64110PCCharitable$5,000
Avila University
11901 Wornall RoadKansas CityMO64154PCEducational$17,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$258,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$146,651ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$254,367ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$401,018ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$401,018TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryStinson LEGAL AND PROFESSIONAL SERVICESCategoryTxt
Legal Fees$3,393LegalFeesAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Bank of America Investment management$52,779
Columbia Funds advisory fees Investment management$2,185

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Categoryexcise tax paymentCategoryTxt
Amt$12,202Amt