VAN DEUREN DONOVAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- VAN DEUREN DONOVAN FAMILY FOUNDATION (EIN 39-1948321)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-08-05
- IRS object ID
- 202412189349100416
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-05T10:47:28-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392032480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mohr CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 Innovation Drive 150 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391948321 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE VAN DEUREN DONOVAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VAND | BusinessNameControlTxt |
| Phone | 4142981000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 LAKE WORTH LANE | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN V DONOVAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kari Thompson Young | PreparerPersonNm |
| PTIN | P00517678 | PTIN |
| Phone | 4142449940 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $404,845 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,545 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,538 | GrossSalesPriceAmt |
| Total Rev And Expnss | $4,986 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,531 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,791 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $113 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $4,904 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,791 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,079 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,791 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,175 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,093 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,740 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,176 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,140 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,140 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $290,334 | CorporateStockBOYAmt |
| Corporate Stock EOY | $290,285 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $336,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $49,427 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,199 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,657 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $368,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,624 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $404,845 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $963,049 | CapitalStockBOYAmt |
| Capital Stock EOY | $963,049 | CapitalStockEOYAmt |
| Retained Earning BOY | -$594,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$603,425 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $359,624 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $368,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $359,624 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,093 | ExcessRevenueOverExpensesAmt |
| Subtotal | $359,844 | SubtotalAmt |
| Other Decreases | $220 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $359,624 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PITCAIRN 3134 LONG TERM DISPOSITIONS | P | 2022-01-01 | 2023-12-31 | $31,558 | $40,083 | -$8,525 | -$8,525 |
| Capital Gain Dividends | $4,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,545 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $66 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $66 | SubtotalAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $66 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN DONOVAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5616303464 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1303 LAKE WORTH LANE | AddressLine1Txt |
| City | NORTH PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SUSAN V DONOVAN | ||||||
| 1303 LAKE WORTH LANE | NORTH PALM BEACH | FL | 33408 | President | 0.00 | $0 |
| SUSAN V DONOVAN | ||||||
| 1303 LAKE WORTH LANE | NORTH PALM BEACH | FL | 33408 | Secretary | 0.00 | $0 |
| KAITLIN D GANNETT | ||||||
| 1800 WEST DEAN ROAD | RIVER HILLS | WI | 53217 | Treasurer | 0.00 | $0 |
| MACKENZIE D KIEFER | ||||||
| 9170 N RANGE LINE ROAD | RIVER HILLS | WI | 53217 | Vice President | 0.00 | $0 |
| KELLY D STEVENSON | ||||||
| 9231 WEST BONNIWELL ROAD | MEQUON | WI | 53097 | Vice President | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $356,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,611 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $385,227 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $385,227 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,778 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $379,449 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,972 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,972 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $66 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $66 | TotalTaxAmt |
| Distributable Before Adj | $18,906 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,906 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,906 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,175 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,175 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,906 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $266,203 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $266,203 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,175 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,175 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $8,731 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $8,731 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $257,472 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $257,472 | ExcessDistriCyovFromYr5Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LOST TREE FOUNDATION | |||||||
| 8 Church Lane | North Palm Beach | FL | 33408 | NONE | PC | GENERAL SUPPORT, UNRESTRICTED | $3,500 |
| MEDICAL COLLEGE OF WISCONSIN | |||||||
| 8701 Watertown Plank Road | Milwaukee | WI | 53226 | NONE | PC | GENERAL SUPPORT, UNRESTRICTED | $5,000 |
| MILWAUKEE PUBLIC MUSEUM | |||||||
| 800 W Wells St | Milwaukee | WI | 53233 | NONE | PC | GENERAL SUPPORT, UNRESTRICTED | $500 |
| PLAY IN PINK | |||||||
| 28 W 44th St Ste 609 | New York | NY | 10036 | NONE | PC | GENERAL SUPPORT, UNRESTRICTED | $175 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $9,175 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $547 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,984 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,545 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,986 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,986 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $220 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PITCAIRN INVESTMENT ADVISORY FEES | $2,726 | $2,726 | $0 | $0 |
| TRANSACTION FEES | $65 | $65 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 BALANCE DUE | CategoryTxt |
| Amt | $113 | Amt |