MYRA FOX SKELTON FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MYRA FOX SKELTON FOUNDATION (EIN 83-6029858)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202341329349101634
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:00:40-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 134008324 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRICEWATERHOUSECOOPERS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836029858 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKELTON MYRA F FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKEL | BusinessNameControlTxt |
| Phone | 8887304933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6325 S RAINBOW BLVD STE 300 | AddressLine1Txt |
| City | LAS VEGAS | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89118 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8887304933 | PhoneNum |
| Signature | 2023-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $2,928,113 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $73,927 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73,479 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$89,261 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $688,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $236,797 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $236,649 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $221,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $310,128 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,238 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $22,679 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $7,560 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $992 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $992 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,253 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $51,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,561 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $89,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,493 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,552 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $118,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $118,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,493 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $126,552 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,546 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $234,635 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $89 | CashEOYAmt |
| Cash EOYFMV | $89 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $129,775 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $184,904 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $184,904 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $1,722,593 | CorporateStockBOYAmt |
| Corporate Stock EOY | $507,029 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $633,037 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $34 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,170,185 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,110,083 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,852,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,862,207 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,928,113 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,852,402 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,862,207 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,852,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,207 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,852,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,862,207 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,852,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,546 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,865,948 | SubtotalAmt |
| Other Decreases | $3,741 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,862,207 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 121. ISHARES CORE U.S. AGGREGATE ETF | 2021-10-19 | 2022-03-08 | $13,216 | $13,838 | -$622 | -$622 |
| 379. ISHARES CORE U.S. AGGREGATE ETF | 2022-03-08 | $41,396 | $42,950 | -$1,554 | -$1,554 | |
| 1500. ISHARES CORE TOTAL BOND ETF | 2021-02-23 | 2022-03-08 | $75,592 | $80,283 | -$4,691 | -$4,691 |
| 140. FLEXTRONICS INTL LTD | 2022-03-08 | $2,155 | $1,164 | $991 | $991 | |
| 769.231 FIDELITY NEW MRKTS INC-Z #3323 | 2022-07-14 | $8,500 | $11,458 | -$2,958 | -$2,958 | |
| 285. ISHARES RUSSELL 2000 ETF | 2022-07-14 | $47,932 | $54,294 | -$6,362 | -$6,362 | |
| 250. ISHARES CORE MSCI EMERGING ETF | 2021-02-23 | 2022-07-14 | $11,740 | $16,753 | -$5,013 | -$5,013 |
| 6858.549 PGIM HIGH YIELD-Q 1067 | 2021-10-19 | 2022-07-14 | $31,687 | $38,134 | -$6,447 | -$6,447 |
| 1799.46 PGIM HIGH YIELD-Q 1067 | 2021-02-23 | 2022-07-14 | $8,314 | $10,005 | -$1,691 | -$1,691 |
| 252.951 TCW EMRG MRKTS INC-PLAN #5721 | 2019-08-09 | 2022-07-14 | $1,500 | $2,130 | -$630 | -$630 |
| 23. ALPHABET INC CL C | 2021-10-19 | 2022-12-02 | $2,302 | $3,298 | -$996 | -$996 |
| 19. ALPHABET INC CL C | 2021-10-19 | 2022-12-02 | $1,901 | $2,725 | -$824 | -$824 |
| 6. APPLE INC | 2022-03-08 | 2022-12-02 | $878 | $949 | -$71 | -$71 |
| 11. BLACKSTONE INC | 2021-10-19 | 2022-12-02 | $931 | $1,348 | -$417 | -$417 |
| 2100.371 FIDELITY NEW MRKTS INC-Z #3323 | 2022-12-02 | $24,637 | $30,869 | -$6,232 | -$6,232 | |
| 40. HAIN CELESTIAL GROUP INC | 2022-12-02 | $744 | $1,027 | -$283 | -$283 | |
| 68. ISHARES RUSSELL 2000 ETF | 2020-09-25 | 2022-12-02 | $12,739 | $9,897 | $2,842 | $2,842 |
| 10. ISHARES CORE S&P SMALL-CAP E | 2022-03-08 | 2022-12-02 | $1,016 | $1,051 | -$35 | -$35 |
| 372. ISHARES CORE S&P SMALL-CAP E | 2022-12-02 | $37,804 | $38,643 | -$839 | -$839 | |
| 344. ISHARES CORE MSCI EMERGING ETF | 2022-03-08 | 2022-12-02 | $16,711 | $18,247 | -$1,536 | -$1,536 |
| 959.99998 ISHARES CORE MSCI EMERGING ETF | 2022-12-02 | $46,636 | $60,975 | -$14,339 | -$14,339 | |
| 50.00002 ISHARES CORE MSCI EMERGING ETF | 2021-02-23 | 2022-12-02 | $2,429 | $3,351 | -$922 | -$922 |
| 1421.99977 ISHARES CORE TOTAL BOND ETF | 2021-02-23 | 2022-12-02 | $65,076 | $76,108 | -$11,032 | -$11,032 |
| 85.00023 ISHARES CORE TOTAL BOND ETF | 2021-02-23 | 2022-12-02 | $3,890 | $4,549 | -$659 | -$659 |
| 22. ELI LILLY & CO COM | 2022-03-08 | 2022-12-02 | $8,185 | $5,747 | $2,438 | $2,438 |
| 8.99997 MICROSOFT CORP | 2021-10-19 | 2022-12-02 | $2,279 | $2,775 | -$496 | -$496 |
| 12.00003 MICROSOFT CORP | 2021-10-19 | 2022-12-02 | $3,038 | $3,700 | -$662 | -$662 |
| 9433.837 PIMCO COMMODITY REAL RET STRAT-I45 | 2021-10-19 | 2022-12-02 | $51,414 | $62,452 | -$11,038 | -$11,038 |
| 9769.77541 PGIM HIGH YIELD-Q 1067 | 2021-10-19 | 2022-12-02 | $45,429 | $54,320 | -$8,891 | -$8,891 |
| 380.21959 PGIM HIGH YIELD-Q 1067 | 2021-10-19 | 2022-12-02 | $1,768 | $2,114 | -$346 | -$346 |
| 7643.621 TCW EMRG MRKTS INC-PLAN #5721 | 2022-12-02 | $47,008 | $60,904 | -$13,896 | -$13,896 | |
| 400. VANGUARD DIVIDEND APPRECIATION | 2022-07-14 | 2022-12-02 | $63,183 | $56,779 | $6,404 | $6,404 |
| 26. EATON CORP PLC | 2021-10-19 | 2022-12-02 | $4,227 | $4,205 | $22 | $22 |
| 50. MEDTRONIC PLC | 2022-03-08 | 2022-12-02 | $3,954 | $5,243 | -$1,289 | -$1,289 |
| 36. MEDTRONIC PLC | 2022-12-02 | $2,847 | $3,763 | -$916 | -$916 | |
| 21. LAS VEGAS SANDS CORP | 2022-12-02 | 2022-12-08 | $1,005 | $1,006 | -$1 | -$1 |
| 45. MERCK & CO INC NEW | 2022-12-02 | 2022-12-08 | $4,985 | $4,920 | $65 | $65 |
| 5. UNITEDHEALTH GROUP INC | 2022-12-02 | 2022-12-08 | $2,740 | $2,680 | $60 | $60 |
| 1. UNITEDHEALTH GROUP INC | 2021-10-19 | 2022-12-08 | $548 | $427 | $121 | $121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$89,261 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,261 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,261 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,261 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,076 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,076 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $815 | OverpaymentAmt |
| Applied To ES Tax | $815 | 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 | WY | 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 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8887304933 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST MAC D4001-117 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLS FARGO BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST MAC D4001-117 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $30,238 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,329,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $182,671 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,512,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,512,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,686 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,474,732 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,261 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,261 | TotalTaxAmt |
| Distributable Before Adj | $120,476 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $120,476 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $120,476 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $126,552 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $126,552 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $120,476 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $40,250 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,552 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $81,338 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,351 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $147,491 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $126,552 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $120,476 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,076 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,567 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $40,250 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $113,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,552 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $81,338 | ExcessFromYear2Amt |
| Excess From Year1 | $10,351 | ExcessFromYear1Amt |
| Excess From Current Year | $6,076 | 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 | WELLS FARGO PHILANTROPHIC SERVICES | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST MAC D4001-117 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8882341999 | RecipientPhoneNum |
| Recipient Email Address | GRANTSADMINISTRATION@WELLSFARGO.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLY ONLINE AT WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONS/ SKELTON | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1ST AND OCTOBER 1ST | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATION PRIMARILY IN NATRONA COUNTY, WYOMING - WITH INTERESTS IN YOUTH, HEALTH EDUCATION | RestrictionsOnAwardsTxt |
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 |
|---|---|---|---|---|---|---|---|
| CAMP HOPE INC | |||||||
| 509 BEECH RD | FRUITA | CO | 81521 | NONE | PC | GENERAL OPERATING | $10,000 |
| SCIENCE ZONE | |||||||
| PO BOX 1015 | CASPER | WY | 826021015 | NONE | PC | GENERAL OPERATING | $5,000 |
| SPECIAL OLYMPICS WYOMING INC | |||||||
| 239 W 1ST ST | CASPER | WY | 826012403 | NONE | PC | GENERAL OPERATING | $10,000 |
| CHURCH OF THE HOLY FAMILY | |||||||
| 320 12TH STREET | COLUMBUS | GA | 31901 | NONE | PC | GENERAL OPERATING | $5,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 S 22ND ST | LARAMIE | WY | 820705204 | NONE | PC | GENERAL OPERATING | $25,000 |
| NATRONA COUNTY MEALS ON WHEELS | |||||||
| 1760 E 12TH ST | CASPER | WY | 826014005 | NONE | PC | GENERAL OPERATING | $5,000 |
| CASPER COLLEGE FOUNDATION | |||||||
| 125 COLLEGE DR | CASPER | WY | 826014612 | NONE | PC | GENERAL OPERATING | $50,000 |
| CASPER YOUTH FOR CHRIST | |||||||
| 353 W A ST | CASPER | WY | 82601 | NONE | PC | GENERAL OPERATING | $8,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $118,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73,927 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$89,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL TAX REFUND | 1 | $148 |
| ROYALTY INCOME | 16 | $236,649 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $221,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $221,463 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 FEE (NON-ALLOC | CategoryTxt |
| Amt | $992 | Amt |
| Disbursements Charitable Prps | $992 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (61 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 58933Y105 MERCK & CO INC NEW | $14,369 | $23,410 |
| 09260D107 BLACKSTONE INC | $6,606 | $6,825 |
| 654106103 NIKE INC CL B | $3,934 | $4,914 |
| 532457108 ELI LILLY & CO COM | $5,554 | $14,999 |
| 09857L108 BOOKING HOLDINGS INC | $3,714 | $4,031 |
| 460690100 INTERPUBLIC GROUP CO | $14,922 | $16,788 |
| 87612E106 TARGET CORP | $9,861 | $11,327 |
| 254687106 WALT DISNEY CO | $4,728 | $3,996 |
| 46625H100 JPMORGAN CHASE & CO | $14,207 | $18,774 |
| 609207105 MONDELEZ INTERNATION | $6,413 | $8,131 |
| 172967424 CITIGROUP INC. | $12,786 | $11,308 |
| G5960L103 MEDTRONIC PLC | ||
| 037833100 APPLE INC | $21,919 | $37,680 |
| 904767704 UNILEVER PLC - ADR | $13,083 | $12,688 |
| 097023105 BOEING CO | $4,501 | $5,524 |
| 891160509 TORONTO DOMINION BK | $17,567 | $20,205 |
| H84989104 TE CONNECTIVITY LTD | $4,493 | $6,658 |
| Y2573F102 FLEX LTD | ||
| 94106L109 WASTE MANAGEMENT INC | $8,424 | $10,354 |
| 17275R102 CISCO SYSTEMS INC | $14,756 | $18,770 |
| 11135F101 BROADCOM INC | $14,589 | $21,806 |
| 405217100 HAIN CELESTIAL GROUP | ||
| 911312106 UNITED PARCEL SERVIC | $12,195 | $15,646 |
| 92826C839 VISA INC-CLASS A SHR | $6,349 | $7,064 |
| 126650100 CVS HEALTH CORPORATI | $12,546 | $16,029 |
| 09247X101 BLACKROCK INC | $8,184 | $10,629 |
| 594918104 MICROSOFT CORP | $21,389 | $40,530 |
| 91324P102 UNITEDHEALTH GROUP I | $7,499 | $18,556 |
| 517834107 LAS VEGAS SANDS CORP | $2,891 | $3,365 |
| 31620M106 FIDELITY NATL INFORM | $13,848 | $10,245 |
| G29183103 EATON CORP PLC | $12,536 | $13,655 |
| 192446102 COGNIZANT TECH SOLUT | $6,624 | $6,005 |
| 285512109 ELECTRONIC ARTS INC | $3,086 | $3,421 |
| 871829107 SYSCO CORP | $11,948 | $15,519 |
| 56501R106 MANULIFE FINANCIAL C | $20,502 | $22,960 |
| 02079K107 ALPHABET INC CL C | $22,452 | $24,667 |
| H2906T109 GARMIN LTD | $11,366 | $11,259 |
| 25243Q205 DIAGEO PLC - ADR | $6,422 | $8,553 |
| 512807108 LAM RESEARCH CORP CO | $8,069 | $9,667 |
| 75513E101 RAYTHEON TECHNOLOGIE | $16,216 | $19,780 |
| 907818108 UNION PACIFIC CORP | $3,626 | $5,384 |
| 89151E109 TOTALENERGIES SE -SP | $15,176 | $18,189 |
| 883556102 THERMO FISHER SCIENT | $1,790 | $5,507 |
| 867224107 SUNCOR ENERGY INC NE | $15,543 | $18,276 |
| 150870103 CELANESE CORP | $10,945 | $11,553 |
| 922908629 VANGUARD MIDCAP VIPE | ||
| 46434V613 ISHARES CORE TOTAL B | ||
| 464287804 ISHARES CORE S&P SMA | ||
| 381430107 GOLDMAN SACHS ACTIVE | ||
| 418056107 HASBRO INC | $15,485 | $11,470 |
| 30303M102 META PLATFORMS INC | $4,993 | $2,768 |
| 00287Y109 ABBVIE INC | $19,795 | $25,858 |
| 722005667 PIMCO COMMODITY REAL | ||
| 46434G103 ISHARES CORE MSCI EM | ||
| 31641Q755 FIDELITY NEW MRKTS I | ||
| 74440Y884 PGIM HIGH YIELD-Q 10 | ||
| 872365713 TCW EMRG MRKTS INC-P | ||
| 464287655 ISHARES RUSSELL 2000 | ||
| 464287226 ISHARES CORE U.S. AG | ||
| 437076102 HOME DEPOT INC | $9,666 | $9,476 |
| 7591EP100 REGIONS FINL CORP NE | $9,462 | $8,818 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (43 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REY320147 USA CHEYENNE 042339 | AT COST | $1 | $1 |
| REY320477 USA CHEYENNE 037015 | AT COST | $1 | $1 |
| REY320774 USA CHEYENNE 067759 | AT COST | $1 | $1 |
| REY319990 SATE OF WY 0-3085 & | AT COST | $1 | $4,480 |
| REY320535 CHEYENNE 043970 A & | AT COST | $1 | $175,497 |
| REY320667 USA CHEYENNE 038384 | AT COST | $1 | $1 |
| REY320139 USA CHEYENNE 037065B | AT COST | $1 | $1 |
| REY312037 ROBERT CONNAGHAN LEA | AT COST | $1 | $1,939 |
| REY319958 USA C 045611-A & W03 | AT COST | $1 | $2,555 |
| REY319974 USA CHEYENNE 045270 | AT COST | $1 | $66,166 |
| REY320709 USA C 069144 HBP T42 | AT COST | $1 | $1 |
| REY311724 USA EVANSTON 015459- | AT COST | $1 | $87 |
| REY320055 USA 0540257 & USA 05 | AT COST | $1 | $21,794 |
| REY311740 USA BUFFALO 037982 & | AT COST | $1 | $1 |
| REY311716 USA CHEYENNE 047113- | AT COST | $1 | $1 |
| REY320014 USA 044259-A HBP T48 | AT COST | $1 | $44,859 |
| REY320105 J.M. MCGHEE LEASE EX | AT COST | $1 | $1 |
| REY320063 USA CHEYENNE 037089 | AT COST | $1 | $1 |
| REY311757 USA BUFFALO 040027 H | AT COST | $1 | $73,697 |
| REY311906 CHEYENNE 044820 WYO | AT COST | $1 | $38,476 |
| REY319941 LITTLE GRASS CREEK U | AT COST | $1 | $1,554 |
| REY319966 USA 045060AEG | AT COST | $1 | $14,266 |
| REY312029 CHEYENNE 044452 WYO | AT COST | $1 | $341,938 |
| REY320030 USA WYOMING 043070 H | AT COST | $1 | $1 |
| REY320550 USA 044254-B HBP T48 | AT COST | $1 | $1 |
| REY319982 USA CHEYENNE 044124 | AT COST | $1 | $1,402 |
| REY320006 USA BUFFALO 016999A | AT COST | $1 | $10,724 |
| REY320071 USA CHEYENNE 045194 | AT COST | $1 | $1 |
| REY320089 USA CHEYENNE 073095 | AT COST | $1 | $2,617 |
| REY317101 FEE MINERALS T9S R27 | AT COST | $1 | $1 |
| REY320022 USA CHEYENNE 063710 | AT COST | $1 | $201,654 |
| REY320097 FEE MINERALS T1S R1E | AT COST | $1 | $1 |
| REY311922 GENERAL PETROLEUM CO | AT COST | $1 | $1 |
| REY320113 FEE MINERALS T42N R1 | AT COST | $1 | $1 |
| 74440Y884 PGIM HIGH YIELD-Q 10 | AT COST | $67,553 | $57,160 |
| 464287655 ISHARES RUSSELL 2000 | AT COST | $29,399 | $35,221 |
| 922908629 VANGUARD MIDCAP VIPE | AT COST | $275,179 | $301,843 |
| 46090F100 INVESCO OPTIMUM YIEL | AT COST | $74,902 | $65,313 |
| 46434V613 ISHARES CORE TOTAL B | AT COST | $131,637 | $111,471 |
| 464288281 ISHARES JP MORGAN US | AT COST | $112,794 | $109,375 |
| 381430107 GOLDMAN SACHS ACTIVE | AT COST | $44,532 | $36,752 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $39,694 | $36,473 |
| 464287226 ISHARES CORE U.S. AG | AT COST | $394,461 | $352,753 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $220 |
| PY RETURN OF CAPITAL ADJ | $135 |
| ROC ADJ ON CY SALES | $254 |
| COST BASIS ADJ. | $3,132 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $14 | $14 | $0 |
| ROYALTY EXPENSES | $51,547 | $51,547 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $148 | $0 |
| ROYALTY INCOME | $236,649 | $236,649 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,107 | $1,107 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $1,797 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,076 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $146 | $146 | $0 |