JAMES R AND SHARON OMARA MAIDA FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JAMES R AND SHARON OMARA MAIDA FOUNDATION INC (EIN 22-3479321)
Tax period: 2012-01-01 to 2012-12-31
Filed: 2013-05-13
IRS object ID: 201331339349100613
Schema version: 2012v2.0
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
Accounting Fees Schedule
Other Expenses Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2013-05-13T06:10:52-07:00	Timestamp
Tax Period End Date	2012-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Maida Mackler LLC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	139A Old Trenton Rd	AddressLine1
City	Cranbury	City
State	NJ	State
ZIP Code	08512	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2012-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	223479321	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	The James and Sharon Maida Foundation	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	JAME	NameControl
Phone	6098826874	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	855 Parkway Avenue	AddressLine1
City	Trenton	City
State	NJ	State
ZIP Code	08618	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	James R Maida	Name
Title	President	Title
Date Signed	2013-05-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Sharon Thorp CPA MBA	Name
PTIN	P00967471	PTIN
Phone	6098826874	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	2944991	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	998569	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Dividends Rev And Expnss	41484	DividendsRevAndExpnss
Dividends Net Invst Incm	41484	DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss	276278	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	2642375	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	276278	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	1316331	TotalRevenueAndExpenses
Total Net Investment Income	317762	TotalNetInvestmentIncome
Accounting Fees Rev And Expnss	3600	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	3600	AccountingFeesNetInvstIncm
Taxes Rev And Expnss	2297	TaxesRevAndExpnss
Taxes Net Invst Incm	2297	TaxesNetInvstIncm
Other Expenses Rev And Expnss	6597	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	6597	OtherExpensesNetInvstIncm
Tot Opr Expenses Rev And Expnss	12494	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	12494	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	0	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	109450	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	109450	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	121944	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	12494	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	109450	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	1194387	ExcessOfRevenueOverExpenses
Net Investment Income	305268	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	758911	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	299719	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	534898	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	803914	InvestmentsCorpStockBOY
Investments Corp Stock EOY	2489993	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	2410093	InvestmentsCorpStockEOYFMV
Investments Other BOY	273164	InvestmentsOtherBOY
Investments Other EOY	240667	InvestmentsOtherEOY
Other Assets BOY	2	OtherAssetsBOY
Total Assets BOY	1835991	TotalAssetsBOY
Total Assets EOY	3030379	TotalAssetsEOY
Total Assets EOYFMV	2944991	TotalAssetsEOYFMV
Other Liabilities EOY	1	OtherLiabilitiesEOY
Total Liabilities EOY	1	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	1835991	CapitalStockBOY
Capital Stock EOY	3030378	CapitalStockEOY
Total Net Assets BOY	1835991	TotalNetAssetsBOY
Total Net Assets EOY	3030378	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	1835991	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	3030379	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	1835991	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	1194387	ExcessOfRevenueOverExpenses
Subtotal	3030378	Subtotal
Total Net Assets Fund Balances EOY	3030378	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Field	Value	IRS element (for citing)
Capital Gain Net Income	276278	CapitalGainNetIncome
Net Short Term Capital Gain Or Loss	-20506	NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	79331	QualifyingDistributionsYear1
Noncharitable Assets Year1	1642568	NoncharitableAssetsYear1
Distribution Ratio Year1	0.04830	DistributionRatioYear1
Qualifying Distributions Year2	76850	QualifyingDistributionsYear2
Noncharitable Assets Year2	1415404	NoncharitableAssetsYear2
Distribution Ratio Year2	0.05430	DistributionRatioYear2
Qualifying Distributions Year3	54947	QualifyingDistributionsYear3
Noncharitable Assets Year3	1116251	NoncharitableAssetsYear3
Distribution Ratio Year3	0.04923	DistributionRatioYear3
Qualifying Distributions Year4	50852	QualifyingDistributionsYear4
Noncharitable Assets Year4	543394	NoncharitableAssetsYear4
Distribution Ratio Year4	0.09358	DistributionRatioYear4
Qualifying Distributions Year5	40220	QualifyingDistributionsYear5
Noncharitable Assets Year5	1012715	NoncharitableAssetsYear5
Distribution Ratio Year5	0.03972	DistributionRatioYear5
Total Distribution Ratio	0.28511	TotalDistributionRatio
Average Distribution Ratio	0.05702	AverageDistributionRatio
Net Noncharitable Assets	1572840	NetNoncharitableAssets
Adjusted Noncharitable Assets	89688	AdjustedNoncharitableAssets
One Percent Net Investment Income	3053	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	92741	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	109450	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	3053	InvestmentIncomeExciseTax
Subtotal	3053	Subtotal
Tax Based On Investment Income	3053	TaxBasedOnInvestmentIncome
Form2220 Attached	X	Form2220Attached
Penalty For Underpayment	51	PenaltyForUnderpayment
Tax Due	3104	TaxDue

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Form990 T Filed	false	Form990TFiled
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	NJ	StatesFiledWith
Form990 PF Filed With AG	true	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	false	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	James R Maida	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6098826874	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	855 Parkway Ave Trenton NJ	AddressLine1
City	Trenton	City
State	NJ	State
ZIP Code	08618	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	false	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Undistr Income4942a2 Not Applied	false	UndistrIncome4942a2NotApplied
Business Holdings	false	BusinessHoldings
Excess Business Holdings	false	ExcessBusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Tr Fail To Qualify As Exceptions	false	TrFailToQualifyAsExceptions
Maint Expend Responsibility	false	MaintExpendResponsibility
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn
Proceeds Or Net Income	false	ProceedsOrNetIncome

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation
Elaine L Maida
855 Parkway Avenue	Trenton	NJ	08618	Trustee	0.00	0
Sharon O Maida
855 Parkway Avenue	Ewing	NJ	08618	Trustee	0.00	0
James R Maida
855 Parkway Avenue	Ewing	NJ	08618	Trustee	0.00	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	Rutgers Law School-Scholarship	Description1
Expenses1	20500	Expenses1
Description2	Lehigh University-Scholarship	Description2
Expenses2	25000	Expenses2
Description3	Kutztown University-Scholarship	Description3
Expenses3	16500	Expenses3
Description4	Ocean County Community College	Description4
Expenses4	20000	Expenses4

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	865048	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	494898	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	236846	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	1596792	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Adj Total FMV Of Unused Assets	1596792	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	23952	CashDeemedCharitable
Net Noncharitable Assets	1572840	NetNoncharitableAssets
Minimum Investment Return	78642	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	78642	MinimumInvestmentReturn
Tax Based On Investment Income	3053	TaxBasedOnInvestmentIncome
Total Tax	3053	TotalTax
Distributable Amount Before Adj	75589	DistributableAmountBeforeAdj
Distributable Amount Before Ded	75589	DistributableAmountBeforeDed
Distributable Amount As Adjusted	75589	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	109450	ExpensesAndContributions
Qualifying Distributions	109450	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	3053	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	106397	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	75589	DistributableAmountAsAdjusted
Excess Distri Carryover Year4	23773	ExcessDistriCarryoverYear4
Excess Distri Carryover Year2	6277	ExcessDistriCarryoverYear2
Total Excess Distri Carryover	30050	TotalExcessDistriCarryover
Qualifying Distributions	109450	QualifyingDistributions
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	75589	AppliedToCurrentYear
Remaining Distri From Corpus	33861	RemainingDistriFromCorpus
Total Corpus	63911	TotalCorpus
Undistributed Income CY	0	UndistributedIncomeCY
Excess Distri Cyov To Next Year	63911	ExcessDistriCyovToNextYear
Excess From Year4	23773	ExcessFromYear4
Excess From Year2	6277	ExcessFromYear2
Excess From Current Year	33861	ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	Sharon O Maida	ContributingManager
Contributing Manager	James R Maida	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (37 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Recipient RelationshipRecipientRelationship
Rocking the Boat
812 Edgewater Road	Bronx	NY	10474	Public	Advancement	$500
Hopewell Valley High School
259 Pennington-Titusville Road	Pennington	NJ	08534	Public	Education	$500
Friends of the Remington Library
24 South Indiana Street PO Box 70	Remington	IN	47977	Public	Advancement	$250	None
Independence Seaport Museum
211 South Christopher Columbus Blvd	Philadelphia	PA	19106	Public	Museum Maintenance	$500	None
Hopwell Valley YMCA
62 South Main Street	Pennington	NJ	08534	Public	Community	$1,000
Learning Ally
20 Roszel Road	Princeton	NJ	08540	Public	Learning Disabilities	$1,000
St John the Baptist Church
70 Oregon Ave	Ewing	NJ	08638		Religious	$100
UCLA Foundation
10920 Wilshire Boulevard Suite 900	Los Angeles	CA	90024	Public	Education	$200	None
Fairfield University
1073 North Benson Road	Fairfield	CT	06824	Public	Scholoarship	$1,000	None
St James Church
1545 Pennington Road	Trenton	NJ	08618	Public	Religious	$1,000	None
The Parkinson Alliance
4454 New Jersey 27	Franklin	NJ	08540		Disease Research	$250	None
Lavallette Fire Company
125 Washington Ave	Lavallette	NJ	08735	Public	Community	$1,000	None
Ocean County College
1 College Drive	Toms River	NJ	08754	Public	Scholarship	$20,000
Georgetown University
3700 O St NW	Washington DC	DC	20057	Public	Scholarship	$1,000	None
American Diabetes Association
1701 North Beauregard Street	Alexandria	VA	22311	Public	Memorial	$100	None
Preservation Society of Newport Cou
424 Bellevue Avenue	Newport	RI	02840	Public	Cultural	$250	None
Pennington Fire Company
PO Box 141	Pennington	NJ	08534	Public	Community	$200	None
Hopewell Valley Recreation Foundati
PO Box 491	Pennington	NJ	08534	Public	Community	$7,500	None
National Sailing Hall of Fame
69 Prince George Street	Annapolis	MD	21401	Public	Cultural	$1,000	None
Hopewell Valley Education Foundatio
PO Box 553	Penington	NJ	08534	Public	Educational	$2,500	None
Hopewell Valley Soccer Association
PO Box 185	Pennington	NJ	08534	Public	Children's Issues	$375	None
Susan G Komen
1200 W 35th Street Suite 360	Chicago	IL	60609	Public	Memorial	$200	None
YWCA OF TRENTON
140 East Hanover Street	TRENTON	NJ	08608	Public	Children's Issues	$500	None
AER
1703 N Beauregard Street Suite 440	Alexandria	VA	22311	Public	Children's Issues	$250	None
Rutgers University Foundation
120 Albany Street	New Brunswick	NJ	08901	Public	Scholarship	$20,500	None
Trenton Area Soup Kitchen
72 1/2 Escher Street	Trenton	NJ	08609	Public	Cultural	$1,000	None
Save Barnegat Bay
906-B Grand Central Ave	Lavallette	NJ	08735	Public	Cultural	$1,350	None
Homefront
1880 princeton Ave	Lawerenceville	NJ	08648	Public	Children's Issues	$400	None
Colonial Williamsburg Fund
PO Box 1776	Williamsburg	VA	23187	Public	Cultural	$250	None
Bishops Annual Appeal
701 Lawrenceville Road	Trenton	NJ	08638	Public	Religious	$350	None
Mercer Street Friends
151 Mercer Street	Trenton	NJ	08611	Public	Children's Issues	$1,000	None
Historical Society of Princeton
158 Nassau Street	Princeton	NJ	08542	Public	Cultural	$250	None
National Jr Tennis League of Trento
439 South Broad Street Suite 108	Trenton	NJ	08611	Public	Children's Issues	$825	None
BBYRA
PO Box 4237	Brick	NJ	08723	Public	Children's Issues	$100	None
Mt Carmel Guild
73 North Clinton Avenue	TrentonNJ	NJ	08609	Public	Children's Issues	$750	None
Kutztown Univer of PA
Kutztown Rd	Kutztown PA	PA	19530	Public	Scholarship	$16,500	None
Lehigh University
27 Memorial Drive West	Bethlehem PA	PA	18015	Public	Scholarship	$25,000	None

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	109450	TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$41,484	ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Related Or Exempt Function Income	276278	RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$41,484	ExclusionAmount
Related Or Exempt Function Income	276278	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	317762	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	Legal and Accounting	Category
Amount	$3,600	Amount
Net Investment Income	3600	NetInvestmentIncome
Adjusted Net Income	0	AdjustedNetIncome
Disbursements Charitable Prps	0	DisbursementsCharitablePrps

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
Office	30	30
Investment Fees	6567	6567

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	Federal Taxes	Category
Amount	$2,297	Amount
Net Investment Income	2297	NetInvestmentIncome