JOHN WEIL UHLMANN FAMILY PHILANTHROPIC FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOHN WEIL UHLMANN FAMILY PHILANTHROPIC FOUNDATION (EIN 43-1113857)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-12
- IRS object ID
- 202521329349102382
- Schema version
- 2023v6.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-12T11:39:45-07:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480882363 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIZE CPAS INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7101 College Blvd Ste 900 | AddressLine1Txt |
| City | Overland Park | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 431113857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN WEIL UHLMANN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | PHILANTHROPIC FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 8164605446 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8221 NALL AVENUE | AddressLine1Txt |
| City | PRAIRIE VILLAGE | CityNm |
| State Abbreviation | KS | StateAbbreviationCd |
| ZIP | 66208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA UHLMANN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bret Curtis | PreparerPersonNm |
| PTIN | P00545150 | PTIN |
| Phone | 9134511882 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,597,727 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $34 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $34 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $94,981 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,981 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $87,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $87,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $182,999 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $182,999 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $41,668 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $41,668 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,169 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $43,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,668 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $241,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $241,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $285,087 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,668 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$102,088 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $25,812 | CashBOYAmt |
| Cash EOY | $4,510 | CashEOYAmt |
| Cash EOYFMV | $4,510 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,142,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,061,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,184,987 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,041,553 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,041,553 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,408,230 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,209,865 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,107,777 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,597,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,209,865 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,107,777 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,209,865 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,777 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,209,865 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,107,777 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,209,865 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$102,088 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,107,777 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,777 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| UBS FINANCIAL LT NONCOVERED | P | 2007-05-18 | 2024-12-31 | $90,213 | $80,786 | $9,427 | $9,427 |
| Capital Gain Dividends | $78,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $87,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,965 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,965 | SubtotalAmt |
| Tax Based On Investment Income | $1,965 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $46 | EsPenaltyAmt |
| Overpayment | $229 | OverpaymentAmt |
| Applied To ES Tax | $229 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MO | 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 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8167515200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 WEST 47TH STREET SUITE 500 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PATRICIA W UHLMANN | ||||||
| 8221 NALL | SHAWNEE MISSION | KS | 66208 | President | 0.00 | $0 |
| MEGAN UHLMANN SHAW | ||||||
| 11201 BROOKWOOD | LEAWOOD | KS | 66211 | Secretary | 0.00 | $0 |
| KATHERINE UHLMANN AIKMAN | ||||||
| 1 PINECLIFF DRIVE | MARBLEHEAD | MA | 01945 | Treasurer | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,246,122 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,306,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,306,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,592 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,226,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,965 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,965 | TotalTaxAmt |
| Distributable Before Adj | $259,363 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $259,363 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $259,363 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $241,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $259,363 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $231,991 | UndistributedIncomePYAmt |
| Qualifying Distributions | $241,225 | QualifyingDistributionsAmt |
| Applied To Year1 | $231,991 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,234 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $250,129 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | PATRICIA W UHLMANN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 419410 | AddressLine1Txt |
| City | KANSAS CITY | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 64141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8162922000 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS FOR GRANTS MAY BE SUBMITTED AT ANY TIME. APPLICANTS ARE USUALLY NOTIFIED WITHIN TWO MONTH THATTHEIR APPLICATIONS HAVE BEEN APPROVED OR REJECTED, OR THAT ADDITIONAL INFORMATION IS NEEDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN AWARDING GRANTS, THE FOUNDATION GIVES PREFERENCETO ORGANIZATIONS LOCATED IN THE METROPOLITAN KANSASCITY AREA. ALL GRANTS ARE FOR CHARITABLE PURPOSES. THERE ARE LIMITATIONS AS TO THE AMOUNT, AND THERE ISA FORMAL APPLICATION PROCESS TO BE FOLLOWED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PATRICIA WERTHAN UHLMANN FOUNDATION | |||||||
| 8221 NALL | SHAWNEE MISSION | KS | 66208 | N/A | PF | CHARITABLE & PHILANTHROPIC | $53,725 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | N/A | PC | EDUCATIONAL, CULTURAL, & OTHER ORGANIZATIONS | $100,000 |
| JEWISH FEDERATION OF GREATER KANSAS CITY | |||||||
| 5801 W 115TH ST 201 | OVERLAND PARK | KS | 66211 | N/A | PC | EDUCATIONAL, CULTURAL, & OTHER ORGANIZATIONS | $10,000 |
| CHABAD CENTER FOR JEWISH LIFE SERVING KU | |||||||
| 1203 W 19TH ST | LAWRENCE | KS | 66046 | N/A | PC | EDUCATIONAL, CULTURAL, & OTHER ORGANIZATIONS | $7,500 |
| JEWISH BROADCASTING SERVICE | |||||||
| PO BOX 360 | STAMFORD | CT | 06904 | N/A | PC | EDUCATIONAL, CULTURAL, & OTHER ORGANIZATIONS | $20,000 |
| ISGAP | |||||||
| 9429 HARDING AVENUE STE 132 | MIAMI BEACH | FL | 33154 | N/A | PC | EDUCATIONAL, CULTURAL, & OTHER ORGANIZATIONS | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $241,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,981 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $87,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,999 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $182,999 | 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WIRE FEE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MARK NELSON ADVISORY FEES | $6,870 | $6,870 | $0 | $0 |
| UBS INVESTMENT MANAGEMENT FEES | $34,798 | $34,798 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes Paid | CategoryTxt |
| Amt | $2,169 | Amt |