SHERLOCK CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SHERLOCK CHARITABLE FOUNDATION (EIN 13-3837377)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-13
- IRS object ID
- 202021959349101147
- Schema version
- 2019v5.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T12:47:20-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 060991495 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOLBRENNER & ALEXANDER CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2777 SUMMER STREET SUITE 501 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06905 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133837377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERLOCK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHER | BusinessNameControlTxt |
| Phone | 9149372025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 BRADLEY ROAD | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06883 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISABELLE SHERLOCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9149372025 | PhoneNum |
| Signature | 2020-07-11 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAX KOLBRENNER | PreparerPersonNm |
| PTIN | P01206344 | PTIN |
| Phone | 2038693199 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $1,781,928 | 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 |
| Dividends Rev And Expnss | $27,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $252,258 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $575,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $252,258 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $279,330 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $279,330 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $175 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $87 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $88 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,851 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,851 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $605 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $605 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $168 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $168 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,299 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,211 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $88 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $78,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $78,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $84,399 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,211 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $78,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $194,931 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,119 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,537 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $92,722 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $92,722 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $651,626 | CorporateStockBOYAmt |
| Corporate Stock EOY | $610,065 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,440,527 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $63,274 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $248,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $248,679 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $752,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $951,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,781,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,004,295 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,004,295 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$251,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$53,110 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $752,437 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $951,185 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $752,437 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $951,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $752,437 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $194,931 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,817 | OtherIncreasesAmt |
| Subtotal | $951,185 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $951,185 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (44 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 120 SHS EBAY INC | P | 2019-10-24 | 2019-10-30 | $4,300 | $4,333 | -$33 | -$33 |
| 55 SHS EXXON MOBIL CORP | P | 2019-10-24 | 2019-10-30 | $3,714 | $3,823 | -$109 | -$109 |
| 200 SHS AVERY DENNISON CORP | P | 2018-05-10 | 2019-10-11 | $22,858 | $21,686 | $1,172 | $1,172 |
| 250 SHS BECTON DICKINSON & CO | P | 2017-07-12 | 2019-10-18 | $64,641 | $49,437 | $15,204 | $15,204 |
| 10 SHS BOEING CO | P | 2011-02-09 | 2019-10-18 | $3,536 | $725 | $2,811 | $2,811 |
| 9.545 SHS BRIGHTHOUSE FINANCIAL INC | P | 2011-02-09 | 2019-10-11 | $355 | $519 | -$164 | -$164 |
| 500 SHS CDN NATL RAILWAY CO | P | 2011-02-09 | 2019-10-11 | $43,558 | $17,365 | $26,193 | $26,193 |
| 200 SHS CELGENE CORP | P | 2017-04-10 | 2019-10-11 | $20,132 | $25,186 | -$5,054 | -$5,054 |
| 145 SHS CORTEVA INC | P | 2011-02-09 | 2019-10-11 | $3,914 | $2,605 | $1,309 | $1,309 |
| 45 SHS DIAGEO PLC | P | 2011-02-09 | 2019-10-30 | $7,340 | $3,631 | $3,709 | $3,709 |
| 200 SHS FORTIVE CORP | P | 2017-10-02 | 2019-10-30 | $13,882 | $14,404 | -$522 | -$522 |
| 55 SHS GOLDMAN SACHS GROUP INC | P | 2011-02-09 | 2019-10-30 | $11,861 | $9,118 | $2,743 | $2,743 |
| 105 SHS METLIFE INC | P | 2011-02-09 | 2019-10-11 | $4,848 | $4,493 | $355 | $355 |
| 40 SHS MOODYS CORP | P | 2015-05-05 | 2019-10-18 | $8,690 | $4,329 | $4,361 | $4,361 |
| 160 SHS NOVARTIS AG | P | 2011-02-09 | 2019-10-24 | $13,910 | $7,890 | $6,020 | $6,020 |
| 150 SHS UNION PACIFIC CORP | P | 2017-06-14 | 2019-10-18 | $24,103 | $16,564 | $7,539 | $7,539 |
| 700 SHS ZOETIS INC | P | 2018-05-10 | 2019-10-11 | $90,469 | $46,685 | $43,784 | $43,784 |
| 32 SHS ALCON INC | P | 2011-02-09 | 2019-10-11 | $1,806 | $1,098 | $708 | $708 |
| 2 SHS ADVANSIX INC | P | 2010-10-29 | 2019-10-11 | $47 | $10 | $37 | $37 |
| 35 SHS AMAZON.COM INC | P | 2010-10-29 | 2019-10-18 | $61,741 | $1,137 | $60,604 | $60,604 |
| 400 SHS BANK OF AMERICA CORP | P | 2010-10-29 | 2019-10-24 | $12,565 | $6,862 | $5,703 | $5,703 |
| 40 SHS BOEING COMPANY | P | 2010-10-29 | 2019-10-18 | $14,144 | $3,398 | $10,746 | $10,746 |
| 8.455 SHS BRIGHTHOUSE FINANCIAL INC | P | 2010-10-29 | 2019-10-11 | $314 | $398 | -$84 | -$84 |
| 220 SHS CELGENE CORP | P | 2010-10-29 | 2019-10-11 | $22,145 | $5,849 | $16,296 | $16,296 |
| 11000 SHS CISCO SYSTEMS INC | P | 2010-10-29 | 2019-02-15 | $11,000 | $11,000 | $0 | $0 |
| 9000 SHS COMCAST CORP | P | 2010-10-29 | 2019-09-03 | $9,132 | $9,003 | $129 | $129 |
| 21.667 SHS CORTEVA INC | P | 2010-10-29 | 2019-10-11 | $583 | $423 | $160 | $160 |
| 30 SHS DIAGEO PLC | P | 2010-10-29 | 2019-10-30 | $4,893 | $1,288 | $3,605 | $3,605 |
| .667 SHS DUPONT DE NEMOURS INC | P | 2010-10-29 | 2019-06-18 | $49 | $37 | $12 | $12 |
| 280 SHS EBAY INC | P | 2010-10-29 | 2019-10-30 | $10,032 | $2,984 | $7,048 | $7,048 |
| 145 SHS EXXON MOBIL CORP | P | 2010-10-29 | 2019-10-30 | $9,791 | $10,253 | -$462 | -$462 |
| 7 SHS GARRETT MOTION INC | P | 2010-10-29 | 2019-10-11 | $66 | $30 | $36 | $36 |
| 20 SHS GOLDMAN SACHS GROUP INC | P | 2010-10-29 | 2019-10-30 | $4,313 | $1,941 | $2,372 | $2,372 |
| 95 SHS METLIFE INCE | P | 2010-10-29 | 2019-10-11 | $4,386 | $3,519 | $867 | $867 |
| 125 SHS MICROSOFT CORP | P | 2010-10-29 | 2019-10-30 | $17,408 | $3,206 | $14,202 | $14,202 |
| 40 SHS NOVARTIS AG | P | 2010-10-29 | 2019-10-24 | $3,478 | $1,164 | $2,314 | $2,314 |
| 5 SHS PAYPAL HOLDINGS INC | P | 2010-10-29 | 2019-10-24 | $521 | $82 | $439 | $439 |
| 11 SHS RESIDEO TECHNOLOGIES INC | P | 2010-10-29 | 2019-10-11 | $158 | $75 | $83 | $83 |
| 100 SHS VISA INC | P | 2010-10-29 | 2019-10-18 | $17,581 | $2,006 | $15,575 | $15,575 |
| 95 SHS WELLS FARGO & CO | P | 2010-10-29 | 2019-10-11 | $4,700 | $2,674 | $2,026 | $2,026 |
| 15 SHS BROOKFIELD BUSINESS PARTNERS LP | P | 2016-06-20 | 2019-10-11 | $582 | $360 | $222 | $222 |
| 8 SHS ALCON INC | P | 2010-10-29 | 2019-10-11 | $452 | $162 | $290 | $290 |
| 21000 SHS US TSY NOTE | P | 2010-11-01 | 2019-11-15 | $21,000 | $21,000 | $0 | $0 |
| .667 SHS DOW INC | P | 2010-10-29 | 2019-04-02 | $37 | $25 | $12 | $12 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $252,258 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,462 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,462 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,462 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $26 | EsPenaltyAmt |
| Tax Due | $5,488 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISABELLE SHERLOCK | IndividualWithBooksNm |
| Phone | 9149372025 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 51 MILTON COURT | AddressLine1Txt |
| City | PORT CHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10573 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | UBS FINANCIAL SERVICES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 709 WESTCHESTER AVENUE 4TH FL | AddressLine1Txt |
| City | WHITE PLAINS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | AGENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $175 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,610,108 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $82,207 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,692,315 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,692,315 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,385 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,666,930 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,462 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,462 | TotalTaxAmt |
| Distributable Before Adj | $77,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $77,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $77,885 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $78,188 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $78,188 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $78,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $76,280 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $78,188 | QualifyingDistributionsAmt |
| Applied To Year1 | $76,280 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,908 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,977 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AL'S ANGELS | |||||||
| 342 GREENS FARMS ROAD | WESTPORT | CT | 06880 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $2,640 |
| ASPETUCK LAND TRUST | |||||||
| 22 GREEN ACRE LN | WESTPORT | CT | 06880 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| AUSTIN WALDORF SCHOOL | |||||||
| 8700 SOUTH VIEW ROAD | AUSTIN | TX | 78737 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $100 |
| BIKETEXAS | |||||||
| 1902 EAST 6TH | AUSTIN | TX | 78702 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $5,000 |
| CALVARY FUND | |||||||
| 1740 EASTCHESTER ROAD | BRONX | NY | 10461 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $10,000 |
| CORPUS CHRISTI HOLY ROSARY SCHOOL | |||||||
| 136 SOUTH REGENT STREET | PORT CHESTER | NY | 10573 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| INTERNATIONAL MOUNTAIN BIKING ASSOCIATION | |||||||
| PO BOX 7578 | BOULDER | CO | 80306 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $2,000 |
| LACHAT TOWN FARM | |||||||
| 106 GODFREY RD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| MOBILE LOAVES & FISHES | |||||||
| 9301 HOG EYE RD | AUSTIN | TX | 78724 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,000 |
| PORT CHESTER EMS | |||||||
| 417 ELLENDALE AVE | PORT CHESTER | NY | 10573 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| THE GHISALLO FOUNDATION | |||||||
| 1000 BRAZOS STREET SUITE 100 | AUSTIN | TX | 78701 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| WESTON EDUCATION FOUNDATION | |||||||
| PO BOX 1093 | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $5,000 |
| WESTON EMS | |||||||
| 52 NORFIELD ROAD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $7,000 |
| WESTON FOOD PANTRY | |||||||
| 52 NORFIELD ROAD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,000 |
| WESTON HIGH SCHOOL | |||||||
| 115 SCHOOL ROAD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $2,000 |
| WESTON WARM-UP FUND | |||||||
| PO BOX 1254 | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,035 |
| WILDLIFE IN CRISIS | |||||||
| 44 INDIAN VALLEY RD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| WESTON PBA | |||||||
| 56 NORFIELD ROAD | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 SOUTH MAYFLOWER AVENUE | MONROVIA | CA | 91016 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| BUILDERS BEYOND BORDERS | |||||||
| 66 FORT POINT ST | NORWALK | CT | 06855 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $7,300 |
| HORIZONS AT SACRED HEART UNIVERSITY | |||||||
| 5151 PARK AVENUE | FAIRFIELD | CT | 06825 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $25 |
| ABILITY BEYOND DISABILITY | |||||||
| 1 PARK ST | NORWALK | CT | 06851 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| FAMILY & CHILDREN AID INC | |||||||
| 75 WEST ST | DANBURY | CT | 06810 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| AMERICARES FOUNDATION | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| ADAP OF WESTON | |||||||
| PO BOX 1241 | WESTON | CT | 06883 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| PERSON TO PERSON | |||||||
| 1864 POST RD | DARIEN | CT | 06820 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 LANDMARK SQUARE | STAMFORD | CT | 06901 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $2,500 |
| ST ANDREWS SCHOOL | |||||||
| 5901 SOUTHWEST PARKWAY | AUSTIN | TX | 78735 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $5,000 |
| THE PARAMOUNT THEATRE | |||||||
| 713 CONGRESS AVE | AUSTIN | TX | 78701 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,000 |
| GAZELLE FOUNDATION | |||||||
| PO BOX 1487 | AUSTIN | TX | 78767 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $500 |
| WE ARE BLOOD | |||||||
| 4300 N LAMAR BLVD | AUSTIN | TX | 78756 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $10,000 |
| THE TRAIL FOUNDATION | |||||||
| 515 CONGRESS AVE SUITE 1900 | AUSTIN | TX | 78701 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,000 |
| FOUNDATION COMMUNITIES | |||||||
| 3000 S IH 35 FRONTAGE RD | AUSTIN | TX | 78704 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,000 |
| AUSTIN PETS ALIVE | |||||||
| 1156 W CESAR CHAVEZ ST | AUSTIN | TX | 78703 | NONE | N/A | GENERAL CHARITABLE PURPOSES | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $78,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $252,258 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $279,330 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $279,330 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 11000 SHS GENL ELEC CAP CORP | $11,001 | $11,004 |
| 11000 SHS US TREASURY NOTE | $11,000 | $11,066 |
| 8000 SHS TOTAL CAPITAL INTL SA | $8,110 | $8,108 |
| 8000 SHS BK OF NOVA SCOTIA NTS | $8,108 | $8,120 |
| 8000 SHS ORACLE CORP NTS | $8,010 | $8,017 |
| 8000 SHS TARGET CORP | $8,185 | $8,186 |
| 8000 SHS MERCK & CO INC NTS | $8,103 | $8,080 |
| 8000 SHS HSBC HLDGS PLC | $8,340 | $8,337 |
| 8000 SHS ACE INA HOLDINGS INC NTS | $8,214 | $8,209 |
| 8000 SHS BANK OF AMER CORP | $8,261 | $8,271 |
| 8000 SHS STATOIL ASA | $8,114 | $8,126 |
| 800 SHS GOLDMAN SACHS GROUP INC | $8,347 | $8,332 |
| 8000 SHS CATERPILLAR INC | $8,438 | $8,473 |
| 8000 SHS PRUDENTIAL FINANCIAL INC | $8,475 | $8,514 |
| 8000 SHS AMGEN INC NTS | $8,463 | $8,454 |
| 8000 SHS CME GROUP INC | $8,364 | $8,312 |
| 8000 SHS INTEL CORP | $8,651 | $8,654 |
| 8000 SHS MICROSOFT CORP NTS | $8,485 | $8,457 |
| 8000 SHS VISA INC NTS | $8,489 | $8,458 |
| 8000 SHS CITIGROUP INC | $8,508 | $8,533 |
| 8000 SHS LOCKHEED MARTIN CORP | $8,591 | $8,583 |
| 8000 SHS MORGAN STANLEY NTS | $8,599 | $8,593 |
| 8000 SHS COMCAST CORP | $8,402 | $8,387 |
| 8000 SHS BK OF NY MELLON CORP | $8,222 | $8,228 |
| 8000 SHS JP MORGAN CHASE & CO | $8,739 | $8,764 |
| 8000 SHS BAKER HUGHES LLC | $8,216 | $8,352 |
| 8000 SHS BP CPTL MARK AMER INC | $8,800 | $8,843 |
| 8000 SHS PNC FINL SERV GRP INC | $8,552 | $8,539 |
| 8000 SHS STARBUCKS CORP NTS | $8,611 | $8,679 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (68 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 65 SHS AMAZON COM | $4,971 | $120,110 |
| 175 SHS APPLE INC | $14,180 | $51,389 |
| 150 SHS BERKSHIRE HATHAWAY INC | $10,057 | $33,975 |
| 50 SHS BLACKROCK INC | $8,187 | $25,135 |
| 100 SHS BOEING COMPANY | $7,248 | $32,576 |
| 150 SHS CHEVRON CORP | $14,514 | $18,076 |
| 800 SHS CISCO SYSTEMS INC | $14,981 | $38,368 |
| 600 SHS COCA COLA CO | $16,828 | $33,210 |
| 125 SHS DIAGEO PLC | $9,696 | $21,052 |
| 332 SHS DUPONT DE NEMOURS INC | $14,529 | $19,742 |
| 50 SHS ALPHABET INC | $12,708 | $66,910 |
| 175 SHS HOME DEPOT INC | $3,899 | $38,216 |
| 120 SHS HONEYWELL INTL INC | $11,105 | $21,240 |
| 520 SHS INTEL CORP | $11,548 | $31,122 |
| 250 SHS JOHNSON & JOHNSON | $14,083 | $36,467 |
| 300 SHS JPMORGAN CHASE & CO | $8,832 | $41,820 |
| 200 SHS MCDONALDS CORP | $14,370 | $39,522 |
| 500 SHS MERCK & CO | $16,840 | $45,475 |
| 475 SHS MICROSOFT CORP | $12,392 | $74,907 |
| 300 SHS NESTLE S A | $13,503 | $32,478 |
| 200 SHS PROCTER & GAMBLE CO | $8,586 | $24,980 |
| 165 SHS THERMO FISHER SCIENTIFIC | $24,111 | $53,604 |
| 330 SHS VERIZON COMMUNICATIONS INC | $14,102 | $20,262 |
| 300 SHS VISA INC | $5,665 | $56,370 |
| 300 SHS WAL MART STORES INC | $15,813 | $35,652 |
| 175 SHS WALT DISNEY COMPANY | $4,247 | $25,310 |
| 100 SHS 3M COMPANY | $8,862 | $17,642 |
| 160 SHS MOODYS CORP | $17,315 | $37,986 |
| 275 SHS PAYPAL HOLDINGS INC | $4,533 | $29,747 |
| 150 SHS BECTON DICKINSON & CO | $29,858 | $40,795 |
| 250 SHS UNION PACIFIC CORP | $27,254 | $45,197 |
| 80 SHS ACCENTURE PLC | $14,851 | $16,846 |
| 55 SHS ADOBE INC | $14,655 | $18,140 |
| 65 SHS AMERICAN TOWER CORP REIT | $14,640 | $14,938 |
| 100 SHS CHUBB LTD | $15,020 | $15,566 |
| 325 SHS COMCAST CORP NEW CL A | $14,936 | $14,615 |
| 100 SHS DANAHER CORP | $13,697 | $15,348 |
| 140 SHS MEDTRONIC PLC | $14,753 | $15,883 |
| 65 SHS NEXTERA ENERGY INC | $15,296 | $15,740 |
| 59 SHS AMN HEALTHCARE SERVICES INC | $3,453 | $3,676 |
| 10 SHS ANSYS INC | $2,226 | $2,574 |
| 38 SHS ASPEN TECHNOLOGY INC | $4,477 | $4,595 |
| 52 SHS BERKLEY W R CORP | $3,634 | $3,593 |
| 36 SHS CDW CORP | $4,667 | $5,142 |
| 25 SHS CHARLES RIVER LABORATORIES | $3,244 | $3,819 |
| 11 SHS COOPER COMPANIES INC | $3,190 | $3,534 |
| 42 SHS COPART INC | $3,522 | $3,819 |
| 63 SHS DOCUSIGN INC | $4,139 | $4,669 |
| 80 SHS ELANCO ANIMAL HEALTH INC | $2,174 | $2,356 |
| 46 SHS EXPEDITORS INTL WASH INC | $3,363 | $3,589 |
| 6 SHS FAIR ISAAC CORP | $1,814 | $2,248 |
| 71 SHS FLIR SYSTEMS INC | $3,601 | $3,697 |
| 19 SHS HENRY JACK & ASSOC INC | $2,685 | $2,768 |
| 44 SHS INTERACTIVE BROKERS GROUP INC | $2,082 | $2,051 |
| 15 SHS LENNOX INTL INC | $3,691 | $3,660 |
| 22 SHS MSCI INC | $5,135 | $5,680 |
| 26 SHS NORDSON CORP | $4,084 | $4,234 |
| 100 SHS NVENT ELEC PLC | $2,290 | $2,558 |
| 17 SHS POOL CORP | $3,545 | $3,610 |
| 21 SHS PRIMERICA INC | $2,632 | $2,742 |
| 22 SHS RBC BEARINGS INC | $3,510 | $3,483 |
| 58 SHS ROLLINS INC | $2,205 | $1,923 |
| 49 SHS SCOTTS MIRACLE GRO CO | $4,810 | $5,203 |
| 43 SHS SITEONE LANDSCAPE SUPPLY INC | $3,798 | $3,898 |
| 73 SHS TERADYNE INC | $4,433 | $4,978 |
| 52 SHS THOR INDUSTRIES INC | $3,293 | $3,863 |
| 13 SHS WINMARK CORP | $2,365 | $2,578 |
| 14 SHS ZEBRA TECHNOLOGIES CORP | $3,338 | $3,576 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,851 | LegalFeesAmt |
| Net Investment Income | $1,851 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST OFFICE BOX | Desc |
| Revenue And Expenses Per Books | $168 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET VALUATION ADJUSTMENT | Desc |
| Amt | $3,817 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $605 | Amt |
| Net Investment Income | $605 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |