SUSAN VAUGHAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN VAUGHAN FOUNDATION INC (EIN 76-0285765)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202422859349100312
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-11T11:23:56+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 Post Oak Blvd Ste 1500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760285765 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SUSAN VAUGHAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSA | BusinessNameControlTxt |
| Phone | 7133366100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 Post Oak Blvd Suite 500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | George Peterkin | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 7132163447 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Amanda Maya | PreparerPersonNm |
| PTIN | P01067777 | PTIN |
| Phone | 7134994600 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,756,819 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $779,188 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $539,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $539,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $166,528 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $13,616,848 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $166,528 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $1,535 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,486,412 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $705,689 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $274,564 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $219,764 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,800 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,992 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,494 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,498 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $27,983 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,987 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,996 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $53,062 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $15,498 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,669 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,829 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $388,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $305,976 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $75,123 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,439,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,439,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,827,190 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $305,976 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,514,123 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$340,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $399,713 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $874,106 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,966,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,966,477 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,006,532 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,705,807 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,754,964 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,639,721 | CorporateStockBOYAmt |
| Corporate Stock EOY | $14,331,846 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,110,373 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,795,332 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,952,827 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,839,139 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $67,910 | OtherAssetsBOYAmt |
| Other Assets EOY | $85,866 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $85,866 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $23,383,601 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,042,823 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,756,819 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,383,601 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,042,823 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,383,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,042,823 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,383,601 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,042,823 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,383,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$340,778 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $23,042,823 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,042,823 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| Short Term - Attachment D-1 | P | 2023-01-01 | 2023-12-31 | $6,407,818 | $6,605,240 | -$197,422 | $0 | -$197,422 |
| Long Term - Attachment D-2 | D | 2022-01-01 | 2023-12-31 | $7,209,029 | $6,837,373 | $371,656 | $0 | $371,656 |
| COST BASIS ADJUSTMENT | D | 2022-01-01 | 2023-12-31 | $0 | $7,706 | -$7,706 | $0 | -$7,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $166,528 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,556 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,556 | SubtotalAmt |
| Tax Based On Investment Income | $5,556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,314 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,314 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,758 | OverpaymentAmt |
| Applied To ES Tax | $18,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | TX | 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 |
| Individual With Books | The Northern Trust Company | IndividualWithBooksNm |
| Phone | 7133366100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 Post Oak Blvd 500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | 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 | Yes (true) | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| DUNCAN E OSBORNE | |||||||||
| 1801 POST OAK BLVD | SUITE 500 | HOUSTON | TX | 77056 | TRUSTEE | 1.000 | $16,000 | $0 | $0 |
| ELIZABETH B OSBORNE | |||||||||
| 1801 POST OAK BLVD | SUITE 500 | HOUSTON | TX | 77056 | TRUSTEE | 1.000 | $16,000 | $0 | $0 |
| GEORGE PETERKIN | |||||||||
| 1801 POST OAK BLVD | SUITE 500 | HOUSTON | TX | 77056 | TRUSTEE | 1.000 | $20,000 | $0 | $0 |
| JOHN PETERKIN | |||||||||
| 1801 POST OAK BLVD | SUITE 500 | HOUSTON | TX | 77056 | TRUSTEE | 1.000 | $16,000 | $0 | $0 |
| THE NORTHERN TRUST COMPANY | |||||||||
| 1801 POST OAK BLVD | SUITE 500 | HOUSTON | TX | 77056 | SEC/TREAS | 1.000 | $206,564 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROVIDE GRANTS TO SUPPORT RELIGIOUS , CHARITABLE, SCIENTIFIC, LITERARY, AND EDUCATIONAL PURPOSES. THIS IS THE ONLY ACTIVITY OF THE FOUNDATION. | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NO PROGRAM RELATED INVESTMENTS | Description1Txt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $30,107,246 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $793,420 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $54,584 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $30,955,250 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $30,955,250 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $464,329 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $30,490,921 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,524,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,524,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,556 | TotalTaxAmt |
| Distributable Before Adj | $1,518,990 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,518,990 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,518,990 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,514,123 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,514,123 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,518,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $8,967 | UndistributedIncomePYAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,514,123 | QualifyingDistributionsAmt |
| Applied To Year1 | $8,967 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,505,156 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $13,834 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | None | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Northern Trust Company | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 Post Oak Blvd Suite 500 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77056 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7133366100 | RecipientPhoneNum |
| Form And Info And Materials | Applications are in Letter Form | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | None | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alley Theatre | |||||||
| 615 Texas St | Houston | TX | 77002 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| ARCHAEOLOGICAL INSTITUTE OF AMERICA | |||||||
| 44 Beacon St | Boston | MA | 02108 | NONE | PC | TO SUPPORT DIGITAL CONTENT AND NEW PROGRAMMING EFFORTS IN HOUSTON | $10,000 |
| Charles Moore Foundation | |||||||
| 2102 Quarry Rd | Austin | TX | 78703 | NONE | PC | PRIORITY PRESERVATION PROJECT | $15,000 |
| Conservation History Assn of Texas | |||||||
| 1304 Mariposa Dr 211 | Austin | TX | 78704 | NONE | PC | TO SUPPORT THE TEXAS FAUNA PROJECT | $5,000 |
| COVENANT HOUSE TEXAS | |||||||
| 1111 Lovett Blvd | Houston | TX | 77006 | NONE | PC | TO PROVIDE A CAPITAL GIFT TOWARD BEAUTIFICATION OF THE NEW CAMPUS | $35,000 |
| Houston Center for Contemporary Craft | |||||||
| 4848 Main St | Houston | TX | 77002 | NONE | PC | TO SUPPORT THE RESIDENCY PROGRAM IN HOUSTON | $10,000 |
| HOUSTON MUSEUM OF NATURAL SCIENCE | |||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | NONE | PC | TO SUPPORT THE COCKRELL BUTTERFLY CENTER AND RENOVATION OF THE POLLINATOR GARDEN | $10,000 |
| JOHN FAIREY GARDEN | |||||||
| 20559 FM 359 Rd | Hempstead | TX | 77445 | NONE | PC | TO SUPPORT THE JOHN FAIREY GARDEN | $10,000 |
| Katy Prairie Conservancy | |||||||
| 5615 Kirby Drive Suite 867 | Houston | TX | 77005 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Memorial Park Conservancy | |||||||
| 7575 North Picnic Lane | Houston | TX | 77007 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $30,000 |
| Menil Collection | |||||||
| 1519 Branard St | Houston | TX | 77006 | NONE | PC | TO SUPPORT THE CHRYSSA & NEW YORK EXHIBITIONS | $10,000 |
| Museum of Fine Arts Houston | |||||||
| 1001 Bissonnet St | Houston | TX | 77005 | NONE | PC | TO SUPPORT EDUCATION PROGRAMS AT BAYOU BEND | $25,000 |
| The Joy School | |||||||
| One Chelsea Blvd | Houston | TX | 77006 | NONE | PC | TO SUPPORT THE DREAM BIG CAPITAL CAMPAIGN | $50,000 |
| Urban Harvest | |||||||
| 3302 Canal Street Suite 73 | Houston | TX | 77003 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $20,000 |
| Wonders & Worries Inc | |||||||
| 9101 Burnet Rd Suite 205 | Austin | TX | 78758 | NONE | PC | TO SUPPORT THE PARENTAL ILLNESS EDUCATION AND COPING SUPPORT PROGRAM | $10,000 |
| ARMAND BAYOU NATURE CENTER | |||||||
| 8500 Bay Area Blvd | Pasadena | TX | 77507 | NONE | PC | FOR GENERAL OPERATING SUPPORT AND RENEWAL 2024 CAMPAIGN | $10,000 |
| BAYOU PRESERVATION ASSOCIATION | |||||||
| 7305 Navigation Blvd Ste A | Houston | TX | 77011 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Casa de Esperanza De Los Ninos | |||||||
| 2911-A Corder St | Houston | TX | 77054 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Communities in Schools | |||||||
| 1235 N Loop West Ste 300 | Houston | TX | 77008 | NONE | PC | TO SUPPORT THE DROPOUT PREVENTION PROGRAM AT HOLLIBROOK ELEMENTARY SCHOOL (SBISD) | $10,000 |
| Fotofest Inc | |||||||
| 2000 Edwards St Building C Suite 2 | Houston | TX | 77007 | NONE | PC | TO SUPPORT FOTOFEST BIENNIAL 2024 | $10,000 |
| Good Reason Houston | |||||||
| 3131 Eastside St Ste 100 | Houston | TX | 77098 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| Great Springs Project Inc | |||||||
| PO BOX 12331 | Austin | TX | 78711 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $50,000 |
| Hermann Park Conservancy | |||||||
| 1700 Hermann Dr | Houston | TX | 77004 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| HOUSTON PARKS BOARD | |||||||
| 300 N Post Oak Ln | Houston | TX | 77024 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Planned Parenthood Gulf Coast | |||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $200,000 |
| St Stephen's Episcopal School | |||||||
| 1800 Sul Ross St | Houston | TX | 77098 | NONE | PC | TO SUPPORT THE ANNUAL FUND | $35,000 |
| Texas Hearing Institute | |||||||
| 3100 Shenandoah St | Houston | TX | 77021 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Texas Tribune Inc | |||||||
| 919 Congress Ave Fl 6 | Austin | TX | 78701 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| The Salvation Army | |||||||
| 440 West Nyack Road PO Box C-365 | West Nyack | NY | 10994 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| Wonderworks | |||||||
| PO Box 667550 | Houston | TX | 77266 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Asia Society Texas Center | |||||||
| 1370 Southmore Boulevard | Houston | TX | 77004 | NONE | PC | TO SUPPORT FY24 EDUCATION AND OUTREACH INITIATIVES | $10,000 |
| BARTON SPRINGS CONVERVANCY | |||||||
| 2100 Stamford Ln | Austin | TX | 78703 | NONE | PC | TO SUPPORT THE BARTON SPRINGS BATHHOUSE REHABILITATION PROJECT | $100,000 |
| Breakthrough Houston | |||||||
| 2401 Claremont Lane | Houston | TX | 77019 | NONE | PC | FOR GENERAL OPERATING SUPPORT AND IN HONOR OF DIRECTORS RETIREMENT | $25,000 |
| Chinquapin School | |||||||
| 2615 E Wallisville Rd | Highlands | TX | 77562 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Depelchin Children's Center | |||||||
| 4950 Memorial Drive | Houston | TX | 77007 | NONE | PC | TO SUPPORT NEW BUILDING CONSTRUCTION | $100,000 |
| Documentary Alliance | |||||||
| 4319 Spellman Rd | Houston | TX | 77035 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Galveston Bay Foundation | |||||||
| 1725 Highway 146 | Kemah | TX | 77565 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Georgia O'Keeffe Museum | |||||||
| 217 Johnson Street | Santa Fe | NM | 87501 | NONE | PC | TO SUPPORT THE ABIQUIU GARDEN PROJECT AND FUND A NEW VISITOR BENCH AND STUDIO | $35,000 |
| HOUSE OF AMOS | |||||||
| PO Box 720779 | Houston | TX | 77072 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| Houston Arboretum & Nature Center | |||||||
| 4501 Woodway | Houston | TX | 77024 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| Houston Botanic Garden | |||||||
| 3701 Kirby Dr Ste 992 | Houston | TX | 77098 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $25,000 |
| International Crane Foundation | |||||||
| E 11376 Shady Lane Rd | Baraboo | WI | 53913 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $15,000 |
| Mindpop | |||||||
| 5511 Parkcrest Dr Ste 207 | Austin | TX | 78731 | NONE | PC | TO SUPPORT THE AUSTIN CREATIVE LEARNING workshops & INITIATIVE | $10,000 |
| National Wildlife Federation South Central Region | |||||||
| 11100 Wildlife Center Drive Reston | Reston | VA | 20190 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Planned Parenthood of Greater Texas | |||||||
| 7424 Greenville Ave Suite 206 | Dallas | TX | 75231 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $30,000 |
| SMALL PLACES | |||||||
| 257 N Greenwood | Houston | TX | 77011 | NONE | PC | TO SUPPORT THE CAPITAL CAMPAIGN FOR TRANSITION AND EXPANSION OF THEIR URBAN FARM | $10,000 |
| Small Steps Nurturing Center | |||||||
| 2902 Jensen Drive | Houston | TX | 77026 | NONE | PC | TO SUPPORT THE SCHOLARSHIP SOCIETY | $9,000 |
| Spark School Park Program | |||||||
| PO Box 1562 | Houston | TX | 77251 | NONE | PC | TO SUPPORT THE RESPARK PROJECT AT RODRIGUEZ ELEMENTARY SCHOOL | $20,000 |
| TEXAS PARKS AND WILDLIFE FOUNDATION | |||||||
| 6220 Gaston Ave Suite 625 | Dallas | TX | 75214 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Texas Society to Prevent Blindness | |||||||
| 2180 North Loop West 435 | Houston | TX | 77018 | NONE | PC | TO SUPPORT STAR PUPILS CHILDRENS VISION SCREENING AND EARLY Detection Program | $10,000 |
| Trees for Houston | |||||||
| PO Box 270477 | Houston | TX | 77277 | NONE | PC | TO SUPPORT ANNUAL TREE PLANTING (SPECIAL GRANT) | $20,000 |
| Washington on the brazos historical foundation | |||||||
| PO Box 1 | Washington | TX | 77880 | NONE | PC | TO SUPPORT A CAPITAL IMPROVEMENTS PROJECT TO PROVIDE A WORLD CLASS VISITOR EXPERIENCE AND EDUCTATION PROGRAM | $25,000 |
| Waterloo Greenway Conservancy | |||||||
| 1111 Red River St | Austin | TX | 78701 | NONE | PC | TO SUPPORT PUBLIC ART IN WATERLOO PARK, VIDEO ART INSTALLATION, AND TEN YEARS OF CREEK SHOW | $50,000 |
| Writers in the schools | |||||||
| 1523 West Main | Houston | TX | 77006 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| Austin Community Foundation | |||||||
| 4315 Guadalupe Street Suite 300 | Austin | TX | 78751 | NONE | PC | For the benefit of shield ranch foundation charitable fund. | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,439,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $539,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $166,528 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $705,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $705,689 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Susan Garwood Charit Lead Annuity Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Congress Ave Ste 1910 | AddressLine1Txt |
| City | Austin | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $779,188 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $27,983 | Amt |
| Net Investment Income | $20,987 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,996 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Attachment II-6 | BondNm |
| EOY Book Value | $2,952,827 | EOYBookValueAmt |
| EOYFMV | $2,839,139 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| See Attachment II-2 | $3,174,995 | $9,084,380 |
| See Attachment II-3 | $4,863,190 | $6,531,884 |
| See Attachment II-4 | $4,524,336 | $6,676,313 |
| See Attachment II-5 | $1,769,325 | $2,817,796 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,705,807 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,754,964 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,992 | LegalFeesAmt |
| Net Investment Income | $7,494 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,498 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PURCHASED INTEREST RECEIVABLE | $42,061 | $67,108 | $67,108 |
| FEDERAL EXCISE TAX RECEIVABLE | $25,849 | $18,758 | $18,758 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE EXPENSE | $15,065 | $4,520 | $10,545 |
| OFFICE EXPENSES | $406 | $122 | $284 |
| MISCELLANEOUS EXPENSES | $27 | $27 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Excise Tax Refund | Desc |
| Revenue And Expenses Per Books | $1,535 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $53,062 | Amt |
| Net Investment Income | $53,062 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $7,091 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |