ROUBEN AND VIOLET JIJI FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- ROUBEN AND VIOLET JIJI FOUNDATION (EIN 33-1027441)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-08-01
- IRS object ID
- 201142139349100009
- Schema version
- 2010v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-01T12:38:59-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HCF&L | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1104 KENILWORTH DRIVE SUITE 300 | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 212043102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331027441 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROUBEN & VIOLET JIJI FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROUB | NameControl |
| Phone | 4108284446 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 288 | AddressLine1 |
| City | RIDERWOOD | City |
| State | MD | State |
| ZIP Code | 21139 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VIOLET JIJI | Name |
| Title | TRUSTEE | Title |
| Phone | 4108284446 | Phone |
| Date Signed | 2011-08-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD HOFFMAN CPA | Name |
| Phone | 4108284446 | Phone |
| Date Prepared | 2011-08-01 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4067180 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2578491 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 29976 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 29976 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 29976 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 33318 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33318 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 33318 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 2641785 | TotalRevenueAndExpenses |
| Total Net Investment Income | 63294 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 63294 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 24604 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 22100 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 22100 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 9128 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 9125 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 493 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 493 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 43 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 43 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 56368 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 31761 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 63232 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 63232 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 119600 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 31761 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 63232 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 2522185 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 31533 | NetInvestmentIncome |
| Adjusted Net Income | 63294 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 38605 | CashBOY |
| Savings And Temp Cash Invst BOY | 12485 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 745791 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 745791 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 634437 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2433465 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2556208 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 736725 | InvestmentsOtherBOY |
| Investments Other EOY | 765181 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 765181 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1422252 | TotalAssetsBOY |
| Total Assets EOY | 3944437 | TotalAssetsEOY |
| Total Assets EOYFMV | 4067180 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1422252 | UnrestrictedBOY |
| Unrestricted EOY | 3944437 | UnrestrictedEOY |
| Total Net Assets BOY | 1422252 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3944437 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1422252 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3944437 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1422252 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 2522185 | ExcessOfRevenueOverExpenses |
| Subtotal | 3944437 | Subtotal |
| Total Net Assets Fund Balances EOY | 3944437 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 52316 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1369567 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.038199 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 44975 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1394487 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.032252 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 94083 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1539195 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.061125 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 74722 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1302340 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057375 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40784 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 867607 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.047007 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.235958 | TotalDistributionRatio |
| Average Distribution Ratio | 0.047192 | AverageDistributionRatio |
| Net Noncharitable Assets | 2662003 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 125625 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 315 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 125940 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 63232 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 631 | InvestmentIncomeExciseTax |
| Subtotal | 631 | Subtotal |
| Tax Based On Investment Income | 631 | TaxBasedOnInvestmentIncome |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 10 | PenaltyForUnderpayment |
| Tax Due | 641 | TaxDue |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | ROUBEN JIJI | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4108284446 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MALIBU COURT | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
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 |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| 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 |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| VIOLET JIJI | ||||||||
| 37 MALIBU COURT | TOWSON | MD | 21204 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| RICHARD HOFFMAN | ||||||||
| 1104 KENILWORTH DR | TOWSON | MD | 21204 | TRUSTEE | 100.00 | 24604 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1510972 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1191569 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2702541 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2702541 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 40538 | CashDeemedCharitable |
| Net Noncharitable Assets | 2662003 | NetNoncharitableAssets |
| Minimum Investment Return | 133100 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 133100 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 631 | TaxBasedOnInvestmentIncome |
| Total Tax | 631 | TotalTax |
| Distributable Amount Before Adj | 132469 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 132469 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 132469 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 63232 | ExpensesAndContributions |
| Qualifying Distributions | 63232 | QualifyingDistributions |
| Adj Qualifying Distributions | 63232 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 132469 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 15003 | UndistributedIncomePriorYear |
| Qualifying Distributions | 63232 | QualifyingDistributions |
| Applied To Year1 | 15003 | AppliedToYear1 |
| Applied To Current Year | 48229 | AppliedToCurrentYear |
| Undistributed Income CY | 84240 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|---|---|
| THE MARYLAND ZOO IN BALTO | |||||||||
| THE MARYLAND ZOO IN BALTIMORE | DRUID HILL PARK | DRUID HILL PARK | BALTIMORE | MD | 21217 | NONE | 501(C)(3) | RESTRICTED | $38,632 |
| WORK-TO-RIDE | |||||||||
| WORK-TO-RIDE | 98 CHAMOUNIX DRIVE | 98 CHAMOUNIX DRIVE | PHILADELPHIA | PA | 19131 | NONE | 501(C)(3) | RESTRICTED | $11,625 |
| CORNELL UNIVERSITY | |||||||||
| CORNELL UNIVERSITY COLLEGE OF VETERNARY MEDICINE | SHURMAN HALL S1010-BOX 39 | SHURMAN HALL S1010-BOX 39 | ITHACA | NY | 14853 | NONE | 501(C)(3) | RESTRICTED | $12,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 63232 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $29,976 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,318 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $63,294 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 63294 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | ROUBEN VIOLET JIJI | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 MALIBU COURT | AddressLine1 |
| City | TOWSON | City |
| State | MD | State |
| ZIP Code | 21204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 2578491 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HANDWERGER, CARDEGNA, FUNKHOUSER | Category |
| Amount | $22,100 | Amount |
| Net Investment Income | 22100 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| VIOLET JIJI |
| RICHARD HOFFMAN |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | AXA ADVISORS BROKERAGE AXXT | NameOfStock |
| EOY Book Value | 2433465 | EOYBookValue |
| EOYFMV | 2556208 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| LINCOLN FINANCIAL FIXED ANNUITY | AT COST | 386900 | 386900 |
| AIG FIXED ANNUITY | AT COST | 378281 | 378281 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | 43 | 43 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $9,128 | Amount |
| Net Investment Income | 9125 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | Category |
| Amount | $493 | Amount |
| Net Investment Income | 493 | NetInvestmentIncome |