BETA

HAROLD GLEN AND AUDREY G BENSON TRUMPOWER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
HAROLD GLEN AND AUDREY G BENSON TRUMPOWER FOUNDATION INC (EIN 83-2643648)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202101309349102550
Schema version
2020v4.0
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)
Return2021-05-10T15:58:04-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN521827777PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STURGILL & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 LIBERTY ST - PO BOX 546AddressLine1Txt
CityWESTMINSTERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP211580546ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN832643648EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE HAROLD GLEN AND AUDREY G BENSONBusinessNameLine1Txt
Business Name Line2TRUMPOWER FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlHAROBusinessNameControlTxt
Phone4108484460PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1369 GREY FRIARS ROADAddressLine1Txt
CityWESTMINSTERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21158ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD L STURGILLPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone4108484460PhoneNum
Signature2021-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGERALD LPersonFirstNm
Person LastSTURGILLPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGERALD L STURGILL CPAPreparerPersonNm
PTINP00773309PTIN
Phone4108484460PhoneNum
Preparation2021-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$16,962,236FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$104,122InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$34,628InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$376,413DividendsRevAndExpnssAmt
Dividends Net Invst Incm$373,514DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,662NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,067,183GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,662CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$520,197TotalRevAndExpnssAmt
Total Net Invst Incm$447,804TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$60,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$30,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$10,528AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$18,098TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,612TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$76,973OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$74,068OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$165,599TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$77,680TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$30,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$840,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$840,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,005,599TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$77,680TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$870,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$485,402ExcessRevenueOverExpensesAmt
Net Investment Income$370,124NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$60,740CashBOYAmt
Cash EOY$33,823CashEOYAmt
Cash EOYFMV$35,603CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,377,865SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$302,283SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$302,283SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$1,449,308USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,197,142USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,243,466USGovtObligationsEOYFMVAmt
Corporate Stock BOY$10,286,217CorporateStockBOYAmt
Corporate Stock EOY$11,494,210CorporateStockEOYAmt
Corporate Stock EOYFMV$13,468,599CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,130,389CorporateBondsBOYAmt
Corporate Bonds EOY$1,791,659CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,912,285CorporateBondsEOYFMVAmt
Total Assets BOY$15,304,519TotalAssetsBOYAmt
Total Assets EOY$14,819,117TotalAssetsEOYAmt
Total Assets EOYFMV$16,962,236TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$15,304,519NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$14,819,117NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$15,304,519TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$14,819,117TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$15,304,519TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$14,819,117TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$15,304,519TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$485,402ExcessRevenueOverExpensesAmt
Subtotal$14,819,117SubtotalAmt
Tot Net Ast Or Fund Balances EOY$14,819,117TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
400 SH LYONDELLBASELL INDUSTRIESP2019-08-232020-08-10$27,546$27,781-$235-$235
100000 SH VODAFONE GROUP PLCP2019-02-052020-04-27$114,961$99,830$15,131$15,131
247.961 SH VIATRIS INCD2018-10-022020-12-03$4,245$4,624-$379-$379
200 SH SIMON PROPERTY GROUP INCP2019-08-232020-08-10$13,683$29,284-$15,601-$15,601
2000 SH ANNALY CAPITALD2018-10-022020-12-23$50,000$50,780-$780-$780
1500 SH VENTAS INCP2019-12-192020-08-10$64,499$84,900-$20,401-$20,401
2000 SH CBL & ASSOCIATESD2018-10-022020-07-24$900$28,614-$27,714-$27,714
500 SH VENTAS INCP2020-02-272020-08-10$21,500$28,760-$7,260-$7,260
2000 SH ENBRIDGE INCD2018-10-022020-02-27$76,480$66,350$10,130$10,130
100000 SH ACTVISION BLIZZARDP2019-02-052020-06-04$109,875$95,030$14,845$14,845
500 SH FASTENAL COD2018-10-022020-07-24$23,050$14,509$8,541$8,541
100000 SH AMERICAN INTL GROUPP2019-02-052020-06-04$111,707$99,981$11,726$11,726
1000 SH FASTENAL COD2018-10-022020-07-24$45,980$29,019$16,961$16,961
100000 SH BROADRIDGE FINL SOLUTIONSP2019-02-052020-06-04$109,823$95,647$14,176$14,176
1500 SH INTEL CORPD2018-10-022020-08-05$73,326$72,154$1,172$1,172
10000 SH BROOKFIELD ASSET MGMTP2019-02-052020-06-04$10,893$10,009$884$884
3000 SH KINDER MORGAN INCD2018-10-022020-02-27$60,699$52,103$8,596$8,596
90000 SH BROOKFIELD ASSET MGMTP2019-02-052020-06-04$98,038$90,085$7,953$7,953
3000 SH LEGG MASON INCD2018-10-022020-02-19$151,285$93,615$57,670$57,670
100000 SH CAPTIAL ONE FINL CORPP2019-02-052020-06-04$107,966$96,711$11,255$11,255
800 SH LYONDELLBASELL INDUSTRIESD2018-10-022020-08-10$55,092$84,340-$29,248-$29,248
100000 SH GOLDMAN SACHS GROUP INCP2019-02-052020-06-04$110,899$99,310$11,589$11,589
100000 SH MARYLAND ST HEALTH & HIGHD2018-10-022020-09-28$108,024$103,260$4,764$4,764
100000 SH HCP INCP2019-02-052020-06-04$105,030$96,580$8,450$8,450
140000 SH MARYLAND ST HEALTH & HIGHD2018-10-022020-07-24$149,748$139,048$10,700$10,700
100000 SH KROGER COMPANYP2019-02-052020-04-27$110,799$96,685$14,114$14,114
500 SH SIMON PROPERTY GROUPD2018-10-022020-08-10$34,206$88,220-$54,014-$54,014
68000 SH METLIFE INCD2019-01-082020-10-13$68,000$67,150$850$850
4000 SH URSTADT BIDDLE PROPERTIESD2018-10-022020-08-10$42,419$82,072-$39,653-$39,653
62.040 SH VIATRIS INCP2019-05-022020-12-03$1,062$1,066-$4-$4
.198 SH VIATRIS INCD2018-10-022020-11-23$3$4-$1-$1
FieldValueIRS element (for citing)
Capital Gain Net Income$39,662CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$43,497NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,145InvestmentIncomeExciseTaxAmt
Subtotal$5,145SubtotalAmt
Tax Based On Investment Income$5,145TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,120EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$7,120TotalPaymentsAndCreditsAmt
Overpayment$1,975OverpaymentAmt
Applied To ES Tax$1,975AppliedToESTaxAmt

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 StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERALD L STURGILLIndividualWithBooksNm
Phone4108484460PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 0546AddressLine1Txt
Address Line220 LIBERTY STREETAddressLine2Txt
CityWESTMINSTERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21158ZIPCd
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
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES E STONER
369 GREY FRIARS ROADWESTMINSTERMD21158PRESIDENT3.00$20,000$0$0
GERALD L STURGILL
20 LIBERTY STREETWESTMINSTERMD21157VICE PRESIDE3.00$20,000$0$0
MARCUS L PRIMM
369 GREY FRIARS ROADWESTMINSTERMD21158DIRECTOR3.00$20,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$15,086,823AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$69,832AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,156,655TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,156,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$227,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,929,305NetVlNoncharitableAssetsAmt
Minimum Investment Return$746,465MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$746,465MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,145TaxBasedOnInvestmentIncomeAmt
Total Tax$5,145TotalTaxAmt
Distributable Before Adj$741,320DistributableBeforeAdjAmt
Distributable Before Ded$741,320DistributableBeforeDedAmt
Distributable As Adjusted$741,320DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$870,000ExpensesAndContributionsAmt
Qualifying Distributions$870,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$870,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$741,320DistributableAsAdjustedAmt
Undistributed Income PY$708,423UndistributedIncomePYAmt
Qualifying Distributions$870,000QualifyingDistributionsAmt
Applied To Year1$708,423AppliedToYear1Amt
Applied To Current Year$161,577AppliedToCurrentYearAmt
Undistributed Income CY$579,743UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHE TRUMPOWER FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1369 GREY FRIARS ROADAddressLine1Txt
CityWESTMISNTERCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21158ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4108484460RecipientPhoneNum
Form And Info And MaterialsWRITTEN REQUEST INCLUDING DETAILS OF GRANT AMOUNT AND HOW FUNDS WILL BE USED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE COMMUNITY FOUNDATION OF
FREDERICK COUNTY312 E CHURCH STFREDERICKMD21701SCHOLARSHIPS/EDUCATION$650,000
CARROLL HOSPITAL FOUNDATION
200 MEMORIAL AVEWESTMINSTERMD21157SCHOLARSHIPS/EDUCATION$100,000
MARYLAND HORSE RESCUE
P O BOX 358MT AIRYMD21771SCHOLARSHIPS/EDUCATION$15,000
CARROLL COUNTY HUMANE SOCIETY
2517 LITTLESTOWN PIKEWESTMINSTERMD21158SCHOLARSHIPS/EDUCATION$30,000
ARC OF CARROLL COUNTY
180 KRIDERS CHURCH RDWESTMINSTERMD21158SCHOLARSHIPS/EDUCATION$15,000
BOYS AND GIRLS CLUB
OF WESTMINSTER INC71 E MAIN STREETWESTMINSTERMD21157SCHOLARSHIPS/EDUCATION$15,000
TARGET COMMUNITY & EDUCATIONAL
SERVICES INC111 STONER AVEWESTMINSTERMD21157SCHOLARSHIPS/EDUCATION$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$840,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$104,122ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$376,413ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$39,662ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$520,197ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$520,197TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$10,528Amt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHERE IS NOT A REQUIREMENT IN THE STATE OF MARYLAND TO SUBMIT A COPYExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTAXABLE FIXED INCOMEBondNm
EOY Book Value$1,791,659EOYBookValueAmt
EOYFMV$1,912,285EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITIES$9,893,695$11,784,687
INTERNATIONAL EQUITIES$1,089,962$1,127,160
OTHER ASSETS$510,553$556,752

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$1,197,142StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,243,466StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OFFICE$1,325
INSURANCE$1,580
INVESTMENT FEES$74,068$74,068

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES$3,612$3,612
2019 TAXES$7,097
OTHER TAXES$269
2020 TAXES$7,120

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