The Hampe Family Foundation: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- The Hampe Family Foundation (EIN 39-1965828)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-24
- IRS object ID
- 202301149349100220
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-24T12:38:15-00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391965828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hampe Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAMP | BusinessNameControlTxt |
| Phone | 6084840374 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16771 S 15th Street | AddressLine1Txt |
| City | Galesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54630 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard C Hampe | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 6084840374 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard | PersonFirstNm |
| Person Last | Hampe | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $175,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $27 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,875 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,875 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,918 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,918 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,403 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,403 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,223 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,223 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $649 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $649 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $9 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $9 | TravConfMeetingNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $51 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $709 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $709 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $36,249 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $709 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $35,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,185 | CashBOYAmt |
| Cash EOY | $12,063 | CashEOYAmt |
| Cash EOYFMV | $12,063 | CashEOYFMVAmt |
| Corporate Stock BOY | $83,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $89,154 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $163,790 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $126,243 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,217 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $175,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $126,243 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,217 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,243 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,217 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,243 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,217 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,243 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,026 | ExcessRevenueOverExpensesAmt |
| Subtotal | $101,217 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $101,217 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| New World Fund - A | 2021-05-08 | 2022-05-05 | $4,500 | $5,079 | -$565 | -$565 |
| AmCap Fund - A | 2017-04-25 | 2022-05-20 | $5,000 | $3,496 | $1,504 | $1,504 |
| American Mutual Fund - A | 2013-12-20 | 2022-05-20 | $5,000 | $3,137 | $1,863 | $1,863 |
| New Perspective Fund - A | 2017-04-25 | 2022-05-20 | $5,000 | $3,270 | $1,730 | $1,730 |
| American Balanced Fund - A | 2016-07-14 | 2022-05-20 | $5,000 | $4,095 | $905 | $905 |
| Capital World Grwth Inc Fund - A | 2017-04-25 | 2022-05-20 | $5,000 | $4,383 | $617 | $617 |
| Nwe World Fund - A | 2021-05-12 | 2022-05-20 | $500 | $636 | -$136 | -$136 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,918 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$565 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146 | SubtotalAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $146 | TaxDueAmt |
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 | VT | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | Richard C Hampe | IndividualWithBooksNm |
| Phone | 6085822565 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 16771 South 15th Street | AddressLine1Txt |
| City | Galesville | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54630 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard C Hampe | ||||||
| N7137 Erann Ct | Holmen | WI | 54636 | Trustee | 000.00 | $0 |
| Douglas D Jorde | ||||||
| 620 Hanson Ct | Onalaska | WI | 54650 | Trustee | 000.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | n/a | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $185,392 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $228,185 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $228,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,423 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $224,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146 | TotalTaxAmt |
| Distributable Before Adj | $11,092 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,092 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,092 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $35,540 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $35,540 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,092 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $77,163 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $80,770 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $80,691 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,296 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,546 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $336,466 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $35,540 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,092 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $24,448 | RemainingDistriFromCorpusAmt |
| Total Corpus | $360,914 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $77,163 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $283,751 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $80,770 | ExcessFromYear4Amt |
| Excess From Year3 | $80,691 | ExcessFromYear3Amt |
| Excess From Year2 | $50,296 | ExcessFromYear2Amt |
| Excess From Year1 | $47,546 | ExcessFromYear1Amt |
| Excess From Current Year | $24,448 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard C Hampe | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Fishing for Life | |||||||
| PO Box 19320 | Minneapolis | MN | 55419 | none | EOF | program needs | $6,000 |
| Holmen Area Foundation | |||||||
| 117 E Legion Street | Holmen | WI | 54636 | none | EOF | program needs | $1,000 |
| American Legion Riders Dist 7 | |||||||
| 730 11th Avenue South | Onalaska | WI | 54650 | none | EOF | program needs | $5,000 |
| GET School District | |||||||
| 17511 North Main | Galesville | WI | 54630 | none | GOV | program needs | $2,040 |
| Andy & Stevie Komprud Youth Day | |||||||
| N20522 Bergerson Lane | Ettrick | WI | 54627 | none | EOF | program needs | $1,000 |
| Reach for Resources | |||||||
| 5900 Green Oak Drive Suite 303 | Minnetonka | MN | 55343 | none | EOF | program needs | $1,500 |
| Purple Heart Outdoors Tour | |||||||
| 59 Finley Street | Staten Island | NY | 10307 | none | EOF | program needs | $15,000 |
| Rocky Mountain Elk Foundation | |||||||
| 5705 Grant Creek Road | Missoula | MT | 59808 | none | EOF | program needs | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,540 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,875 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| capital gains distributions | 14 | $3,403 |
| non dividend distributions | 14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5,305 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,305 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | mutual funds | StockNm |
| EOY Book Value | $89,154 | EOYBookValueAmt |
| EOYFMV | $163,790 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Forign tax on mutual funds | Desc |
| Revenue And Expenses Per Books | $51 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $51 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | non dividend distribution from mutal funds | Desc |
| Revenue And Expenses Per Books | $3,403 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,403 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 return taxes | CategoryTxt |
| Amt | $649 | Amt |
| Net Investment Income | $649 | NetInvestmentIncomeAmt |