PETERS FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PETERS FAMILY FOUNDATION (EIN 91-6505643)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202113199349110156
Schema version
2020v4.1
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)
Return2021-11-15T19:43:29-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Begin2020-01-01TaxPeriodBeginDt

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
Signature2021-11-15SignatureDt
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
Preparation2021-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$2,644,081FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$3,001ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$59,235DividendsRevAndExpnssAmt
Dividends Net Invst Incm$59,235DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$38,602NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$961,758GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$38,602CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$463OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$101,301TotalRevAndExpnssAmt
Total Net Invst Incm$97,837TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$16,206OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,804OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$5,402OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,533TaxesRevAndExpnssAmt
Taxes Net Invst Incm$67TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$17,739TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,871TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,402TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$145,239TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,871TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$132,902TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$43,938ExcessRevenueOverExpensesAmt
Net Investment Income$86,966NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$181,522SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$119,505SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$119,505SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$867,921CorporateStockBOYAmt
Corporate Stock EOY$786,746CorporateStockEOYAmt
Corporate Stock EOYFMV$1,773,509CorporateStockEOYFMVAmt
Corporate Bonds BOY$666,399CorporateBondsBOYAmt
Corporate Bonds EOY$768,469CorporateBondsEOYAmt
Corporate Bonds EOYFMV$750,877CorporateBondsEOYFMVAmt
Other Assets BOY$2,109OtherAssetsBOYAmt
Other Assets EOY$190OtherAssetsEOYAmt
Other Assets EOYFMV$190OtherAssetsEOYFMVAmt
Total Assets BOY$1,717,951TotalAssetsBOYAmt
Total Assets EOY$1,674,910TotalAssetsEOYAmt
Total Assets EOYFMV$2,644,081TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,717,951CapitalStockBOYAmt
Capital Stock EOY$1,674,910CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,717,951TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,674,910TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,717,951TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,674,910TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,717,951TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$43,938ExcessRevenueOverExpensesAmt
Other Increases$1,149OtherIncreasesAmt
Subtotal$1,675,162SubtotalAmt
Other Decreases$252OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,674,910TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EVERCORE ST COVERED SEE ATTACHED2020-12-31$124,236$121,496$2,740$2,740
EVERCORE LT COVERED SEE ATTACHED2020-12-31$831,172$801,660$29,512$29,512
CAPITAL GAIN DIVIDENDS$6,350P
CAPITAL GAIN DIVIDENDS$6,350P
FieldValueIRS element (for citing)
Capital Gain Net Income$38,602CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,209InvestmentIncomeExciseTaxAmt
Subtotal$1,209SubtotalAmt
Tax Based On Investment Income$1,209TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,600TotalPaymentsAndCreditsAmt
Overpayment$3,391OverpaymentAmt
Applied To ES Tax$3,391AppliedToESTaxAmt

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
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$2,267,434AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$154,409AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,150FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,422,993TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,422,993AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$36,345CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,386,648NetVlNoncharitableAssetsAmt
Minimum Investment Return$119,332MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$119,332MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,209TaxBasedOnInvestmentIncomeAmt
Total Tax$1,209TotalTaxAmt
Distributable Before Adj$118,123DistributableBeforeAdjAmt
Distributable Before Ded$118,123DistributableBeforeDedAmt
Distributable As Adjusted$118,123DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,902ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$132,902QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$132,902AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$118,123DistributableAsAdjustedAmt
Undistributed Income PY$23,821UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$132,902QualifyingDistributionsAmt
Applied To Year1$23,821AppliedToYear1Amt
Applied To Current Year$109,081AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Undistributed Income CY$9,042UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
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 (4 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CYSTIC FIBROSIS FOUNDTAION
4550 MONTGOMERY AVE STE 1100NBETHESDAMD20814N/APCUNRESTRICTED$25,000
HANDICAPPED DEVELOPMENT CENTER
3402 HICKORY GROVE RDDAVENPORTIA52806N/APCUNRESTRICTED$40,000
SAINT THOMAS SCHOOL
202 W 58TH STNEW YORKNY10019N/APCUNRESTRICTED$60,000
Pilchuck Glass School
240 Second Avenue South Suite 100SeattleWA98104N/APCUNRESTRICTED$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,500TotalGrantOrContriPdDurYrAmt

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

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$59,235ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$38,602ExclusionAmt
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$463ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$98,300ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,300TotalIncomeProducingActyAmt

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)
BondSEE SCHEDULE ATTACHEDBondNm
EOY Book Value$768,469EOYBookValueAmt
EOYFMV$750,877EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULE ATTACHEDStockNm
EOY Book Value$786,746EOYBookValueAmt
EOYFMV$1,773,509EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CAPITAL DISTRIB. RECEIVABLE$2,109$0
DIVIDEND RECEIVABLE$0$190$190

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$252Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$463RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescDIVIDEND ADJUSTMENTDesc
Amt$1,149Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$16,206Amt
Net Investment Income$10,804NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,402DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$67$67
FEDERAL EXCISE TAX$1,466

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