PAMELA STEELE WHITE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAMELA STEELE WHITE FAMILY FOUNDATION (EIN 81-2946503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349101724
- Schema version
- 2024v5.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T13:20:47-08:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943345366 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Bailey & Utley CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 303 West Joaquin Ave 280 | AddressLine1Txt |
| City | San Leandro | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812946503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pamela Steele White Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAME | BusinessNameControlTxt |
| Phone | 8572459800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Goddard Avenue | AddressLine1Txt |
| City | Brookline | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edward B White Jr | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-11-05 | 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 | Alicia M Utley | PreparerPersonNm |
| PTIN | P01074236 | PTIN |
| Phone | 5106141895 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $0 | 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 | $12 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $12 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $12,271 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,271 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $12,271 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $228,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $253,262 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $228,737 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $241,020 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $241,020 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $12,283 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $987 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $987 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $987 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,021,145 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,021,145 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,022,132 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $987 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,021,145 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$781,112 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $240,033 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,283 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $26,507 | CashBOYAmt |
| Cash EOY | $1,875 | CashEOYAmt |
| Other Investments BOY | $756,479 | OtherInvestmentsBOYAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Total Assets BOY | $782,987 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,875 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $782,987 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,875 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $782,987 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,875 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $782,987 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,875 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $782,987 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$781,112 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,875 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,875 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 200 Alnylam Pharmaceuticals | P | 2011-01-01 | 2024-01-01 | $55,371 | $1,548 | $53,823 | $53,823 |
| 360 Axon Enterprise Inc | P | 2011-01-01 | 2024-01-01 | $196,522 | $16,030 | $180,492 | $180,492 |
| 155 First Rep Bk SF | P | 2011-01-01 | 2024-12-04 | $1 | $4,987 | -$4,986 | -$4,986 |
| 70 Organon & Co 041618 | P | 2018-04-16 | 2024-08-08 | $1,368 | $1,960 | -$592 | -$592 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $228,737 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,336 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,336 | SubtotalAmt |
| Tax Based On Investment Income | $3,336 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $3,353 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| 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 | Edward B White JR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8572459800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Goddard Avenue | AddressLine1Txt |
| City | Brookline | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02445 | 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 | 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Edward B White Jr | ||||||
| 301 Goddard Avenue | Brookline | MA | 02445 | Trustee | 1.00 | $0 |
| Edward B White III | ||||||
| 301 Goddard Avenue | Brookline | MA | 02445 | Trustee | 0.00 | $0 |
| Devon Steele Angelini | ||||||
| 301 Goddard Avenue | Brookline | MA | 02445 | Trustee | 0.00 | $0 |
| Dr Luke WM White | ||||||
| 301 Goddard Avenue | Brookline | MA | 02445 | Trustee | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $3,336 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,336 | TotalTaxAmt |
| Distributable Before Adj | $3,336 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,336 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,021,145 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,021,145 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,112 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $43,500 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,600 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $152,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,021,145 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $1,021,145 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,173,357 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,112 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,160,245 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,250 | ExcessFromYear4Amt |
| Excess From Year3 | $43,500 | ExcessFromYear3Amt |
| Excess From Year2 | $35,600 | ExcessFromYear2Amt |
| Excess From Year1 | $27,750 | ExcessFromYear1Amt |
| Excess From Current Year | $1,021,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Edward B White Jr | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Pioneer Institute | ||||||
| 185 Devonshire Street | Boston | MA | 02110 | PC | General Support | $1,250 |
| The Fressenden School | ||||||
| 250 Waltham Street | West Newton | MA | 02465 | PC | General Support | $1,000 |
| Mt Auburn Cemetary | ||||||
| 258 Mount Auburn Street | Cambridge | MA | 02138 | PC | General Support | $500 |
| National Tropical Botanical Garden | ||||||
| 4013 South Douglas Road | Coconut Grove | FL | 33133 | PC | General Support | $3,000 |
| Wm Carter Scholarship Fund | ||||||
| 700 Route 22 | Pawling | NY | 12564 | PC | General Support | $250 |
| High Spirit Community Farm | ||||||
| 1770 Massachusetta Ave Ste 101 | Cambridge | MA | 02140 | PC | General Support | $1,000 |
| New England Conservatory | ||||||
| 290 Huntington Ave | Boston | MA | 02115 | PC | General Support | $1,000 |
| MV Hospital | ||||||
| P O Box 1477 | Oaks Bluffs | MA | 02557 | PC | General Support | $1,000 |
| VGC Foundation | ||||||
| 100 Clubhouse Lane P O Box 9 | Edgartown | MA | 02539 | PC | General Support | $500 |
| Mirabel Pictures | ||||||
| Pier 70 Building 11 Suite 218 | San Francisco | CA | 94107 | PC | General Support | $6,000 |
| Cape Cod Maritime Museum | ||||||
| 135 South Street | Hyannis | MA | 02030 | PC | General Support | $500 |
| The Country Club Employee Education | ||||||
| 191 Clyde Street | Brookline | MA | 02467 | PC | General Support | $5,000 |
| Phillips Exeter Academy | ||||||
| 20 Main Street | Exete | NH | 03833 | PC | General Support | $500 |
| Edgartown Firemen | ||||||
| 72 Peases Point Way S | Edgartown | MA | 02539 | PC | General Support | $100 |
| The Nature Conservancy | ||||||
| 4245 N Fairfax Drive Suite 100 | Arlington | VA | 22203 | PC | General Support | $1,000 |
| Symbiosis | ||||||
| 64 Hacock Street | Auburndale | MA | 02466 | PC | General Support | $1,500 |
| The Carroll School | ||||||
| 45 Waltham Road | q | MA | 01778 | PC | General Support | $1,000 |
| La Scuola Intrenational School | ||||||
| 3250 18th Street | San Francisco | CA | 94110 | PC | General Support | $1,000 |
| Joey Fund | ||||||
| 34 Washington St Suite 310 | Wellesly Hills | MA | 02481 | PC | General Support | $1,000 |
| Save Our Sound | ||||||
| 4 Barnstable Road | Hyannis | MA | 02601 | PC | General Support | $1,000 |
| National Hemophiliia Association | ||||||
| 1230 Ave of the Americans | New York | NY | 10020 | PC | General Support | $1,000 |
| Earn Haddord Fund | ||||||
| 765 Comm Ave | Boston | MA | 02115 | PC | General Support | $5,000 |
| The Farm Institute | ||||||
| 200 High Street | Boston | MA | 02110 | PC | General Support | $500 |
| SF Parks Alliance | ||||||
| 166 Geary Street Ste 1500 | San Francisco | CA | 94108 | PC | General Support | $500 |
| MV Shellfish Group | ||||||
| P O Box 1552 | Oak Bluffs | MA | 02557 | PC | General Support | $250 |
| We Own Tv Arthur | ||||||
| 37 Stillpoint Meadows Road | West Tisbury | MA | 02568 | PC | General Support | $2,000 |
| Middlebury College | ||||||
| 70 Exchange Street | Middlebury | VT | 05753 | PC | General Support | $2,500 |
| The Basic | ||||||
| 1301 Clay Street 70450 | Oakland | CA | 94612 | PC | General Suuport | $1,000 |
| The National Philanthropic Trust | ||||||
| 165 Township Line Road | Jenkinstown | PA | 19046 | PC | General Support | $857,816 |
| The National Philanthropic Trust | ||||||
| 165 Township Line Road | Jenkinstown | PA | 19046 | PC | General Support | $122,479 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,021,145 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,271 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $228,737 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Tax Refund | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,283 | ExclusionAmt |
| Related Or Exempt Function Incm | $228,737 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,020 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| $82 | $82 |
| $82 | $82 |
| $823 | $823 |