BRUCE AND SUSAN KILGORE FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BRUCE AND SUSAN KILGORE FAMILY FOUNDATION (EIN 84-3025086)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202213159349102476
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T22:04:10-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 843025086 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bruce and Susan Kilgore Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | BRUC | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | 0 | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE J | PersonFirstNm |
| Person Last | KILGORE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,436,723 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $222 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $222 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $118,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $118,114 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,544,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $247,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,491 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $63,927 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,927 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,949 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,449 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,474 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,262 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,350 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $65,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $22,262 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $237,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $237,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $326,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $65,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $259,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$79,159 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $171,903 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $836,190 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $429,384 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $429,384 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,000 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $3,766,591 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,461,314 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,725,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $294,000 | CorporateBondsBOYAmt |
| Other Investments BOY | $200,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $225,924 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $282,126 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,195,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,116,622 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,436,723 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,195,781 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,116,622 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,195,781 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,116,622 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,195,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,116,622 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,195,781 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$79,159 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,116,622 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,116,622 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,544,881 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,425,726 | CostOrOtherBasisAmt |
| Gain Or Loss | $119,155 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,155 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,155 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,389 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,389 | SubtotalAmt |
| Tax Based On Investment Income | $2,389 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,729 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $2,729 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $340 | OverpaymentAmt |
| Applied To ES Tax | $340 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Bruce James Kilgore | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Co- Pres, Treas | 1.0 | $0 | $0 | $0 |
| Susan Kilgore | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Morgan Stanley | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 E Pine St 11th Fl | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment MGMT | ServiceTypeTxt |
| Compensation | $63,927 | CompensationAmt |
| 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 | $5,301,175 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $643,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $264,699 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,209,295 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,209,295 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,139 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,116,156 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,389 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,389 | TotalTaxAmt |
| Distributable Before Adj | $303,419 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $303,419 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $303,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $259,562 | 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 | $259,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $303,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $181,321 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $259,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $181,321 | AppliedToYear1Amt |
| Applied To Current Year | $78,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $225,178 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBIA RIVERKEEPER | |||||||
| PO BOX 950 | HOOD RIVER | OR | 97031 | N/A | PC | General & Unrestricted | $10,000 |
| COMMUNITY PARTNERS FOR AFFORDABLE HOUSING | |||||||
| 6380 SW CAPITOL HWY STE 151 | PORTLAND | OR | 97239 | N/A | PC | General & Unrestricted | $25,000 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF TRYON CREEK PARK | |||||||
| 11321 S TERWILLIGER BLVD | PORTLAND | OR | 97219 | N/A | PC | General & Unrestricted | $2,000 |
| HABITAT FOR HUMANITY PORTLAND METRO EAST | |||||||
| PO BOX 11527 | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $10,000 |
| HUMAN SOLUTIONS INC | |||||||
| 10550 NE HALSEY ST | PORTLAND | OR | 97220 | N/A | PC | General & Unrestricted | $25,000 |
| LAKE OSWEGO MEAL NETWORK ADVISORY BOARD | |||||||
| 505 G AVE | LAKE OSWEGO | OR | 97034 | N/A | PC | General & Unrestricted | $5,000 |
| MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | N/A | PC | General & Unrestricted | $5,000 |
| NORTHWEST HOUSING ALTERNATIVES INC | |||||||
| 2316 SE WILLARD ST | MILWAUKIE | OR | 97222 | N/A | PC | General & Unrestricted | $40,000 |
| OCEAN CONSERVANCY INC | |||||||
| 1300 19TH ST NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $5,000 |
| OREGON FOOD BANK INC | |||||||
| 7900 NE 33RD DR | PORTLAND | OR | 97211 | N/A | PC | General & Unrestricted | $25,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAMS ST 10TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $10,000 |
| PORTLAND AUDUBON SOCIETY | |||||||
| 5151 NW CORNELL RD | PORTLAND | OR | 97210 | N/A | PC | General & Unrestricted | $2,000 |
| RE-VOLV | |||||||
| 5 3RD ST SUITE 424 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $10,000 |
| ST STEPHENS EPISCOPAL PARISH | |||||||
| 11800 S MILITARY LN | PORTLAND | OR | 97219 | N/A | PC | Clay Street Table | $10,000 |
| THE NATURE CONSERVANCY - OREGON CHAPTER | |||||||
| 821 SE 14TH AVE | PORTLAND | OR | 97214 | N/A | PC | General & Unrestricted | $5,000 |
| THE STREET TRUST COMMUNITY FUND | |||||||
| PO BOX 14745 | PORTLAND | OR | 97293 | N/A | PC | General & Unrestricted | $10,000 |
| TULALIP FOUNDATION | |||||||
| 8825 34TH AVE NE NO L-242 | TULALIP | WA | 98271 | N/A | PC | For the Tulalip Recovery Cafe | $25,000 |
| WILLAMETTE RIVERKEEPER | |||||||
| 403 SE CARUTHERS ST STE 101 | PORTLAND | OR | 97214 | N/A | PC | Stewardship Fund | $10,000 |
| WORLD WILDLIFE FUND INC | |||||||
| 1250 24TH ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $237,300 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $118,114 | 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 | $119,155 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $237,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,491 | 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 Person | Kilgore Family Trust DTD 32317 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1244 Hoodview Lane | AddressLine1Txt |
| City | Oswego Lake | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (249 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AAM/INSIGHT SELECT INCOME FUND | $315,308 | $312,634 |
| ABBOTT LABS | $20,773 | $31,104 |
| ABBVIE INC | $24,343 | $40,078 |
| ACUSHNET HOLDINGS CORP | $5,680 | $9,395 |
| ADOBE SYSTEMS, INC | $33,052 | $46,499 |
| AERCAP HOLDING N.V | $14,239 | $26,103 |
| AGILENT TECHNOLOGIES INC | $1,815 | $2,395 |
| AGREE REALTY CORP | $4,509 | $4,852 |
| AIR PRODS & CHEM INC | $39,920 | $48,682 |
| ALBANY INTERNATIONAL CORP | $4,323 | $5,572 |
| ALLETE INC | $5,338 | $5,772 |
| ALPHABET INC CL A | $41,045 | $81,117 |
| AMAZON COM | $58,037 | $86,693 |
| AMDOCS LIMITED | $16,681 | $18,261 |
| AMERICAN TOWER REIT INC | $52,627 | $65,228 |
| ANSYS INC | $6,627 | $9,226 |
| AON PLC CL A | $13,324 | $19,236 |
| ARCH CAPITAL GROUP LTD | $698 | $1,022 |
| ARES MANAGEMENT CORPORATION | $1,389 | $1,788 |
| ASHTEAD GROUP PLC | $9,110 | $28,604 |
| ASSURED GUARANTY LTD | $3,492 | $5,673 |
| AUTODESK, INC | $18,558 | $25,869 |
| AUTOMATIC DATA PROCESSING INC | $27,093 | $38,220 |
| AVERY DENNISON CORP | $4,830 | $7,797 |
| AXA ADS | $6,753 | $8,425 |
| BANCO SANTANDER CEN | $4 | $3 |
| BANK OF MONTREAL | $17,705 | $25,099 |
| BANK OZK | $5,742 | $10,237 |
| BASF AG SPONS ADR | $4,077 | $4,768 |
| BLACK KNIGHT, INC | $8,681 | $10,278 |
| BLACKROCK INC | $27,274 | $43,031 |
| BLOCK INC | $1,059 | $2,100 |
| BNP PARIBAS SPONS ADR | $14,868 | $19,378 |
| BRITISH AMERICAN TOBACCO PLC | $38 | $37 |
| BROADCOM INC | $30,859 | $59,221 |
| BROOKFIELD ASSET MANAGEMENT CL | $52,766 | $83,445 |
| BROOKFIELD INFRASTRUCTURE ORD | $7,514 | $9,556 |
| BROOKFIELD RENEWABLE CORP CL A | $363 | $331 |
| BROWN & BROWN INC | $5,793 | $8,785 |
| BROWN FORMAN CORP CL B | $1,471 | $1,530 |
| BRUNSWICK CORP | $5,250 | $9,872 |
| CAMDEN PPTY TR | $2,956 | $4,646 |
| CANADIAN NATL RAILWAY CO | $6,885 | $8,846 |
| CAP GEMINI SA UNSP/ADR | $16,297 | $24,323 |
| CARMAX INC | $15,200 | $24,223 |
| CATHAY GENERAL BANCORP | $4,037 | $5,460 |
| CBRE GROUP | $5,165 | $8,789 |
| CHARLES SCHWAB CORP | $6,334 | $10,933 |
| CHARTER COMMUNICATIONS, INC | $21,207 | $26,731 |
| CHEVRON CORP | $20,718 | $27,695 |
| CISCO SYSTEMS INC | $29,409 | $41,444 |
| COGNEX CORPORATION | $832 | $855 |
| COLFAX CORPORATION | $1,184 | $1,471 |
| COMCAST CORP | $13,196 | $14,696 |
| COMFORT SYSTEMS USA INC | $1,360 | $2,869 |
| CONMED CORPORATION | $6,247 | $9,073 |
| COPART INC | $11,491 | $16,375 |
| COSTAR GROUP, INC | $23,799 | $22,286 |
| COSTCO WHOLESALE CORPORATION | $7,612 | $13,057 |
| COTERRA ENERGY INC | $2,503 | $4,370 |
| COUSINS PROPERTIES INC | $1,951 | $2,014 |
| CRANE CO | $3,917 | $5,188 |
| CREDIT ACCEPTANCE CORPORATION | $2,702 | $5,501 |
| CRH PLC - AMERICAN DEPOSITARY | $15,289 | $20,645 |
| CROWN CASTLE INTL | $29,424 | $39,661 |
| CULLEN FROST BANKERS INC | $3,838 | $5,547 |
| DANAHER CORP | $17,821 | $32,901 |
| DBS GROUP HLDGS SPON ADR | $15,458 | $20,251 |
| DENTSPLY SIRONA INC | $1,876 | $1,953 |
| DIAMONDBACK ENERGY INC | $1,512 | $5,500 |
| DOLLAR GENERAL CORP | $4,419 | $5,424 |
| DOMINOS PIZZA INC | $4,935 | $9,594 |
| DONALDSON CO. INC | $3,244 | $3,378 |
| EAST WEST BANCORP, INC | $6,328 | $9,756 |
| EASTGROUP PROPERTIES INC | $5,165 | $9,114 |
| EATON CORP PLC | $15,311 | $23,331 |
| ELI LILLY & CO | $18,833 | $35,356 |
| ENPRO INDUSTRIES INC | $1,991 | $3,742 |
| EQUINOR ASA | $13,335 | $15,930 |
| ERICSSON L M TEL CO | $8,971 | $8,142 |
| ETSY INC | $11,235 | $11,166 |
| EVERSOURCE ENERGYINC | $7,816 | $8,552 |
| FASTENAL COMPANY | $5,238 | $8,584 |
| FEDERAL AGRICULTURAL MORTGAGE | $2,296 | $3,842 |
| FIDELITY NATIONAL FINANCIAL IN | $8,380 | $11,010 |
| FIRST REPUBLIC BANK | $2,419 | $4,337 |
| FOUR CORNERS PROPERTY TRUST IN | $1,615 | $1,647 |
| FUJIFILM HOLDINGS ADR NPV | $13,111 | $18,263 |
| FULLER H B CO | $1,980 | $3,240 |
| GARTNER INC | $2,944 | $6,352 |
| GUIDEWIRE SOFTWARE INC | $3,801 | $3,746 |
| HAMILTON LANE INC | $4,846 | $5,595 |
| HARRIS ASSOCIATION INVT TRUST | $230,000 | $245,104 |
| HASBRO INC | $3,758 | $4,173 |
| HDFC BANK LTD ADR | $14,890 | $16,658 |
| HEICO CP CL A | $5,800 | $7,069 |
| HILTON WORLDWIDE HOLDINGS, INC | $21,679 | $32,290 |
| HOLLYFRONTIER CORP | $2,903 | $3,311 |
| HOME DEPOT INC | $28,854 | $50,216 |
| HONEYWELL INTL | $9,331 | $10,217 |
| HORIZON THERAPEUTICS PUBLIC OR | $8,183 | $9,052 |
| HOWARD HUGHES CORPORATION | $542 | $1,018 |
| HUBBELL INCORPORATED | $4,036 | $5,832 |
| HUNTINGTON INGALLS INDUSTRIES | $3,124 | $3,548 |
| HUNTSMAN CORP | $4,085 | $6,697 |
| HYATT HOTELS CORP | $286 | $384 |
| ICON PLC - AMERICAN DEPOSITARY | $5,415 | $9,601 |
| IDACORP INC HLDG CO | $4,380 | $4,986 |
| IDEXX CORP | $10,316 | $21,071 |
| ILLINOIS TOOL WORKS | $16,556 | $22,212 |
| INFOSYS TECH LTD SPD ADR | $8,527 | $19,489 |
| ING GROUP N V SPONSORED ADR | $11,676 | $17,609 |
| INGREDION INC | $5,074 | $6,282 |
| INTERPUBLIC GROUP OF COS | $1,978 | $3,445 |
| INTUIT | $21,591 | $48,885 |
| INTUITIVE SURGICAL | $17,294 | $23,355 |
| INVESCO OPPENHEIMER DISCOVERY | $129,000 | $119,789 |
| ISHARES HIGH DIVIDEND EQUITY F | $119,357 | $123,107 |
| ISHARES TR S & P MIDCAP 400 IN | $65,732 | $70,204 |
| ITOCHU CORP ADR OTC | $13,893 | $14,772 |
| JP MORGAN CHASE | $46,411 | $56,056 |
| JULIUS BAER GROUP LTD | $11,300 | $15,305 |
| KENNEDY WILSON HOLDINGS INC | $1,572 | $1,863 |
| KINSALE CAPITAL GROUP INC | $1,900 | $2,141 |
| KKR & CO INC | $15,158 | $34,121 |
| KOMATSU LTD | $7,615 | $7,058 |
| KONINKLIJKE AHOLD DELHAIZE NV | $9,288 | $13,038 |
| KOOKMIN BANK | $8,559 | $8,124 |
| LCI INDUSTRIES | $6,042 | $9,040 |
| LENNAR CORP | $6,083 | $10,454 |
| LIBERTY BROADBAND CORPORATION | $2,323 | $2,735 |
| LIBERTY BROADBAND CORPORATION | $12,751 | $14,660 |
| LIBERTY MEDIA CORPORATION - SE | $316 | $415 |
| LIBERTY MEDIA CORPORATION - SE | $4,460 | $5,945 |
| LINCOLN ELECTRIC HOLDING INC | $3,945 | $5,858 |
| LINDE PLC COM | $7,429 | $12,125 |
| LITTELFUSE, INC | $4,811 | $8,182 |
| LIVE NATION INC COM | $5,796 | $12,448 |
| LOCKHEED MARTIN CORP | $21,859 | $22,035 |
| LOOMIS SAYLES FDS STRATEGIC IN | $160,472 | $178,212 |
| LVMH MOET HENN UNSP | $7,693 | $14,233 |
| LYONDELLBASELL INDUSTRIES NV | $11,639 | $13,373 |
| M.D.C. HLDGS | $2,483 | $2,512 |
| MAGNA INTERNATIONAL INC | $9,485 | $15,460 |
| MANTECH INTERNATIONAL CORP | $658 | $656 |
| MARKEL CORP | $10,768 | $11,106 |
| MARSH AND MCLENNAN COMPANIES I | $24,048 | $35,459 |
| MARTIN MARIETTA MATLS INC | $4,611 | $7,489 |
| MASTERCARD INC | $47,133 | $53,539 |
| MCDONALD'S CORP | $26,293 | $32,436 |
| MEDICAL PROPERTIES TRUST, INC | $5,666 | $6,286 |
| MERCK & CO INC | $25,914 | $26,364 |
| MESA LABORATORIES | $2,003 | $2,297 |
| META PLATFORMS INC | $25,899 | $35,317 |
| METTLER-TOLEDO INTL | $6,023 | $11,880 |
| MICROCHIP TECHNOLOGY INC | $5,413 | $9,228 |
| MICROSOFT CORP | $102,486 | $177,241 |
| MITSUBISHI UFJ FINANCIAL GROUP | $6,746 | $8,419 |
| MKS INSTRUMENTS, INC | $6,904 | $10,624 |
| MONDELEZ INTERNATIONAL INC | $38,921 | $45,091 |
| MONOLITHIC POWER SYSTEMS, INC | $2,783 | $4,933 |
| MOODYS CORP | $3,489 | $5,078 |
| MSA SAFETY INCORPORATED | $4,430 | $4,831 |
| MSCI INC | $3,029 | $6,127 |
| NETEASE.COM INC COM STK | $5,832 | $8,957 |
| NETFLIX INC | $28,151 | $33,134 |
| NEXTERA ENERGY, INC | $39,649 | $54,242 |
| NIPPON TELEGRAPH & TELEPHONE C | $10,310 | $10,745 |
| NISOURCE INC | $4,194 | $4,583 |
| NORDSON CP | $4,622 | $6,637 |
| NVENT ELECTRIC PLC | $3,771 | $6,308 |
| NVIDIA CORP | $16,350 | $47,352 |
| NXP SEMICONDUCTORS | $15,616 | $26,878 |
| O'REILLY AUTOMOTIVE INC | $8,864 | $15,537 |
| OIL CO LUKOIL PJSC SPON ADR RE | $17,191 | $21,552 |
| OPEN TEXT CORP | $9,651 | $10,398 |
| ORIX CORP ADS | $9,101 | $12,214 |
| PACKAGING CORP AMER | $3,121 | $4,357 |
| PAPA JOHNS INTL INC | $2,694 | $4,271 |
| PAYCHEX | $21,355 | $32,624 |
| PAYPAL HOLDINGS, INC | $19,225 | $28,664 |
| PEPSICO INC | $38,424 | $46,728 |
| PERIMETER SOLUTIONS ORD SHS | $1,845 | $2,125 |
| PHIBRO ANIMAL HEALTH CORP | $1,223 | $1,266 |
| PHILLIPS 66 | $7,149 | $7,246 |
| PNC FINANCIAL GROUP INC | $22,814 | $30,078 |
| PRINCIPAL FDS, INC. GLOBAL REA | $126,304 | $140,538 |
| PRINCIPAL GLOBAL DVRSFD INC FD | $163,660 | $197,646 |
| PROCTER GAMBLE CO | $36,942 | $46,620 |
| PROGRESSIVE CORP OHIO | $9,570 | $11,805 |
| PROLOGIS | $18,858 | $32,999 |
| QUALCOMM INC | $25,875 | $38,403 |
| RAYMOND JAMES FINANCIAL INC | $4,127 | $7,430 |
| REALTY INCOME CORP | $16,870 | $18,685 |
| REPSOL YPF S A ADR | $8,508 | $7,909 |
| RIO TINTO PLC SPONSORED ADR | $15,662 | $18,877 |
| ROCHE HOLDING LTD ADR | $6,804 | $8,012 |
| ROPER INDUSTRIES | $21,762 | $27,544 |
| ROSS STORES, INC | $1,557 | $2,057 |
| ROYAL DUTCH SHELL CL A | $16,101 | $18,271 |
| RPM INTERNATIONAL INC | $5,021 | $6,363 |
| S&P GLOBAL INC COM | $8,098 | $13,214 |
| SALESFORCE.COM | $37,611 | $47,776 |
| SBA COMMUNICATIONS CORP | $10,387 | $15,950 |
| SBERBANK SPONSORED ADR | $14,310 | $14,868 |
| SEMPRA ENERGY COM | $20,712 | $21,826 |
| SENSATA TECHNOLOGIES HOLDINGS | $11,180 | $13,202 |
| SERVISFIRST BANCSHARES INC | $3,137 | $7,814 |
| SHIONOGI & CO LTD | $9,732 | $12,599 |
| SNAP ON INC | $4,543 | $6,031 |
| SONY CORP ADR - OLD | $14,496 | $24,522 |
| SPDR MSCI ACWI INDEX SHS FDS | $235,881 | $244,151 |
| STARBUCKS CORP COM | $31,431 | $41,875 |
| STERIS PLC | $3,486 | $5,355 |
| STORE CAPITAL CORPORATION | $3,706 | $5,401 |
| SUMMIT MATERIALS INC | $1,973 | $3,492 |
| SUN LIFE FINANCIAL INC | $13,415 | $16,985 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $6,540 | $13,595 |
| TARGA RESOURCES CORP | $2,762 | $5,433 |
| TECHTRONIC INDS SPD ADR | $3,874 | $9,344 |
| TERRENO RLTY CORPCOM | $5,457 | $7,932 |
| TEXAS INSTRUMENTS INC | $35,011 | $47,683 |
| TIMKEN CO COM | $2,831 | $3,603 |
| TOKYO ELECTRON LTD | $10,714 | $26,622 |
| TOTAL FINA ELF S.A | $16,649 | $18,993 |
| TRANSDIGM GRP INC | $12,006 | $22,906 |
| TRANSUNION COM USD0.01 | $6,076 | $7,589 |
| TRUIST FINANCIAL CORPORATION | $27,982 | $33,315 |
| TYLER TECHNOLOGIES, INC | $12,210 | $15,601 |
| UBS AG | $17,951 | $22,784 |
| UNITED PARCEL SERVICE | $20,577 | $21,863 |
| US BANCORP | $13,813 | $16,177 |
| USD CYRUSONE INC | $1,328 | $1,884 |
| VAIL RESORTS INC | $6,092 | $8,525 |
| VANGUARD GROWTH ETF | $77,313 | $80,867 |
| VANGUARD SMALL-CAP VALUE ETF | $35,777 | $37,916 |
| VEOLIA ENVIRONN ADS | $8,949 | $13,358 |
| VERISIGN INC | $8,073 | $9,899 |
| VERISK ANALYTICS, INC | $4,884 | $6,633 |
| VERIZON COMMUNICATIONS | $9,539 | $8,937 |
| VISA INC | $30,880 | $34,240 |
| VULCAN MATERIALS CO | $9,368 | $13,700 |
| WASHINGTON TRUST BANCORP INC | $2,319 | $2,931 |
| WD-40 COMPANY | $1,506 | $1,712 |
| WEC ENERGY GROUP, INC | $16,945 | $18,055 |
| WILEY JOHN & SONS INC CL A | $1,273 | $1,604 |
| WIX COM LTD | $398 | $316 |
| ZOETIS INC | $8,049 | $11,713 |
| ZTO EXPRESS CAYMAN INC | $8,969 | $9,877 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKSTONE PRIVATE CREDIT FND | $25,924 | $26,051 |
| BLACKSTONE REAL ESTATE INC TRU | $200,000 | $256,075 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,237 | $22,237 | |
| Bank Charges | $212 | $212 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $63,927 | Amt |
| Net Investment Income | $63,927 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $1,500 | |
| Foreign Tax Paid | $1,449 | $1,449 |