PETERS FAMILY FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PETERS FAMILY FOUNDATION (EIN 91-6505643)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-12
IRS object ID
202331329349103003
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-12T12:24:19-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN916505643EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE PETERS FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WITHUMSMITHBROWN PCBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% WITHUMSMITHBROWN PCInCareOfNm
Business Name ControlPETEBusinessNameControlTxt
Phone2127519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL PETERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127519100PhoneNum
Signature2023-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastPETERSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKRISTEN STINSON CPAPreparerPersonNm
PTINP00360338PTIN
Phone2127519100PhoneNum
Preparation2023-05-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,217,290FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$39,150DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,150DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$81,290NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$384,985GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$81,290CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,149OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$121,589TotalRevAndExpnssAmt
Total Net Invst Incm$120,440TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$16,596OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,064OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,532OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,680TaxesRevAndExpnssAmt
Taxes Net Invst Incm$180TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$19,276TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,244TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,532TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$100,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$100,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$119,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,244TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$105,532TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,313ExcessRevenueOverExpensesAmt
Net Investment Income$109,196NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$108,201SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$206,018SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$206,018SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$821,875CorporateStockBOYAmt
Corporate Stock EOY$761,413CorporateStockEOYAmt
Corporate Stock EOYFMV$1,356,114CorporateStockEOYFMVAmt
Corporate Bonds BOY$761,376CorporateBondsBOYAmt
Corporate Bonds EOY$724,078CorporateBondsEOYAmt
Corporate Bonds EOYFMV$651,898CorporateBondsEOYFMVAmt
Other Assets BOY$1,893OtherAssetsBOYAmt
Other Assets EOY$3,260OtherAssetsEOYAmt
Other Assets EOYFMV$3,260OtherAssetsEOYFMVAmt
Total Assets BOY$1,693,345TotalAssetsBOYAmt
Total Assets EOY$1,694,769TotalAssetsEOYAmt
Total Assets EOYFMV$2,217,290TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,693,345CapitalStockBOYAmt
Capital Stock EOY$1,694,769CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,693,345TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,694,769TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,693,345TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,694,769TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,693,345TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,313ExcessRevenueOverExpensesAmt
Subtotal$1,695,658SubtotalAmt
Other Decreases$889OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,694,769TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EVERCORE ST COVERED SEE ATTACHED2022-12-31$158,629$176,185-$17,556-$17,556
EVERCORE LT COVERED SEE ATTACHED2022-12-31$223,074$127,510$95,564$95,564
FieldValueIRS element (for citing)
Capital Gain Net Income$81,290CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,518InvestmentIncomeExciseTaxAmt
Subtotal$1,518SubtotalAmt
Tax Based On Investment Income$1,518TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,231EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$3,231TotalPaymentsAndCreditsAmt
Overpayment$1,713OverpaymentAmt
Applied To ES Tax$1,713AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateWAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127519100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAYAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL P PETERS
C/O WITHUMSMITHBROWN1411 BROADWAYNEW YORKNY10018TRUSTEE5.0$0$0$0
JANICE C PETERS
C/O WITHUMSMITHBROWN1411 BROADWAYNEW YORKNY10018TRUSTEE5.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,279,898AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,363AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,577FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,414,838TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,414,838AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,378,615NetVlNoncharitableAssetsAmt
Minimum Investment Return$118,931MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$118,931MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,518TaxBasedOnInvestmentIncomeAmt
Total Tax$1,518TotalTaxAmt
Distributable Before Adj$117,413DistributableBeforeAdjAmt
Distributable Before Ded$117,413DistributableBeforeDedAmt
Distributable As Adjusted$117,413DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$105,532ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$105,532QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$117,413DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$32,969ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$32,969TotalExcessDistributionCyovAmt
Qualifying Distributions$105,532QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$105,532AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,881ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,881ExcessDistributionCyovAppCYAmt
Total Corpus$21,088TotalCorpusAmt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$21,088ExcessDistriCyovToNextYrAmt
Excess From Year1$21,088ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL P PETERSContributingManagerNm
Contributing ManagerJANICE C PETERSContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CYSTIC FIBROSIS FOUNDTAION
4550 MONTGOMERY AVE STE 1100NBETHESDAMD20814N/APCUNRESTRICTED$50,000
HANDICAPPED DEVELOPMENT CENTER
3402 HICKORY GROVE RDDAVENPORTIA52806N/APCUNRESTRICTED$35,000
VIRGINIA MASON FOUNDATION
1100 9TH AVESeattleWA98101N/APCUNRESTRICTED$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$100,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$39,150ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$81,290ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Exclusion14ExclusionCd
Exclusion$1,149ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$121,589ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$121,589TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescN/ADesc

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEVERCORE ACCT 7703BondNm
EOY Book Value$724,078EOYBookValueAmt
EOYFMV$651,898EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEVERCORE ACCT 7703StockNm
EOY Book Value$761,413EOYBookValueAmt
EOYFMV$1,356,114EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CAPITAL DISTRIB. RECEIVABLE$0
DIVIDEND RECEIVABLE$1,893$3,260$3,260

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$889Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$1,149RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$16,596Amt
Net Investment Income$11,064NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,532DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$180$180
FEDERAL EXCISE TAX$2,500

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