MCDONNELL FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MCDONNELL FAMILY FOUNDATION (EIN 46-1448238)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349102883
- Schema version
- 2021v4.0
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:46:16-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621110839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER THOMPSON ARNOLD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6525 N QUAIL HOLLOW SUITE 500 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38120 | 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 | 461448238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MCDONNELL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCDO | BusinessNameControlTxt |
| Phone | 9015295703 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL ROAD SUITE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KEENEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MIKE | PersonFirstNm |
| Person Last | KEENEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNE SACKETT | PreparerPersonNm |
| PTIN | P01269436 | PTIN |
| Phone | 9016841170 | PhoneNum |
| Preparation | 2022-11-11 | PreparationDt |
| 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 | $6,265,393 | 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 | $1,145,720 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,920 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,920 | InterestOnSavNetInvstIncmAmt |
| Total Rev And Expnss | $1,148,640 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,920 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $37 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $235 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $235 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $272 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $414,398 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $414,398 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $414,670 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,398 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $733,970 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $2,861,695 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,834,955 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,834,955 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $945 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $909 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $909 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,668,988 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,254,385 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,254,385 | CorporateStockEOYFMVAmt |
| Other Assets EOY | $175,144 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $175,144 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,531,628 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,265,394 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,265,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,531,628 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,265,394 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,531,628 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,265,394 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,531,628 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,265,394 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,531,628 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $733,970 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$204 | OtherIncreasesAmt |
| Subtotal | $6,265,394 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,265,394 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $37 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $37 | SubtotalAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $946 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $946 | TotalPaymentsAndCreditsAmt |
| Overpayment | $909 | OverpaymentAmt |
| Applied To ES Tax | $909 | 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 | TN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL KEENEY | IndividualWithBooksNm |
| Phone | 9015295703 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL RD SUITE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MCNEAL BOND MCDONNELL | ||||||||
| 700 COLONIAL RD STE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 1.00 | $0 | $0 | $0 |
| IRENE MCDONNELL AYOTTE | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 1.00 | $0 | $0 | $0 |
| MARY MCDONNELL SCHELL | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| MICHAEL MCDONNELL DECEASED | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | DISTRIBUTION | 000.00 | $0 | $0 | $0 |
| MICHAEL KEENEY | ||||||||
| 700 COLONIAL RD SUITE 109 | MEMPHIS | TN | 38117 | TRUSTEE | 000.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,083,269 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,271,562 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,354,831 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $6,354,831 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $95,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,259,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $312,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $312,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $37 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $37 | TotalTaxAmt |
| Distributable Before Adj | $312,938 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $312,938 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $312,938 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,398 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $414,398 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $312,938 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $393,231 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $494,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $265,784 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $324,033 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,694 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,516,489 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,398 | QualifyingDistributionsAmt |
| Applied To Current Year | $312,938 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $101,460 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,617,949 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $393,231 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,224,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $494,747 | ExcessFromYear4Amt |
| Excess From Year3 | $265,784 | ExcessFromYear3Amt |
| Excess From Year2 | $324,033 | ExcessFromYear2Amt |
| Excess From Year1 | $38,694 | ExcessFromYear1Amt |
| Excess From Current Year | $101,460 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MICHAEL MCDONNELL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A STEP AHEAD FOUNDATION | |||||||
| 3704 WALKER AVE | MEMPHIS | TN | 38152 | N/A | PC | PROGRAM SERVICES | $99,828 |
| MEMPHIS OPPORTUNITY SCHOLARSHIP | |||||||
| 1000 RIDGE LAKE BLVD | MEMPHIS | TN | 38120 | N/A | PC | PROGRAM SERVICES | $60,844 |
| DIXON GALLERY & GARDENS | |||||||
| 4339 PARK AVENUE | MEMPHIS | TN | 38117 | N/A | PC | PROGRAM | $96,996 |
| UNIVERSITY OF MEMPHIS | |||||||
| 635 NORMAL STREET | MEMPHIS | TN | 38152 | N/A | PC | PROGRAM | $156,730 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $414,398 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,920 | 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 | MICHAEL MCDONNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 COLONIAL RD STE 109 | AddressLine1Txt |
| City | MEMPHIS | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 38117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,145,720 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | DISH NETWORK CLASS A SHARES | StockNm |
| EOY Book Value | $2,254,385 | EOYBookValueAmt |
| EOYFMV | $2,254,385 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX WITHHELD FROM 1099R | Desc |
| EOY Book Value | $175,144 | EOYBookValueAmt |
| EOYFMV | $175,144 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $235 | $235 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET CHANGE IN FMV | Desc |
| Amt | -$204 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $37 | Amt |