CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
CAROLYN M AND LEARY E PETERSON FAMILY FOUNDATION INC (EIN 39-1936484)
Tax period
2019-06-01 to 2020-05-31
Filed
2020-10-07
IRS object ID
202022819349100137
Schema version
2019v5.0
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)
Return2020-10-07T15:37:53-05:00ReturnTs
Tax Period End2020-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391769340PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COLLINS & ASSOCIATES SCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 120AddressLine1Txt
CityPRAIRIE DU CHIENCityNm
State AbbreviationWIStateAbbreviationCd
ZIP538210120ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN391936484EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAROLYN M & LEARY E PETERSON FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCAROBusinessNameControlTxt
Phone6083266496PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 EAST HAYDN STAddressLine1Txt
CityPRAIRIE DU CHIENCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53821ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS F PETERSONPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6083266496PhoneNum
Signature2020-10-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCOLLINS ASSOCIATES SCPreparerPersonNm
PTINP00146637PTIN
Phone6083266456PhoneNum
Preparation2020-10-01PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address198.40.238.170IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-07IPDt
IP Tm15:37:53IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdBC26F9528349B4437E73B1E8A060E4982C394125AtSubmissionCreationDeviceId
At Submission Filing Device Id53C53F2E7D4F92EBA03ED8281A19A3EA2C0E7A7AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$874,512FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$27,464DividendsRevAndExpnssAmt
Dividends Net Invst Incm$27,464DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,069NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,810GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,069CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$74OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$74OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$31,607TotalRevAndExpnssAmt
Total Net Invst Incm$31,607TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$7,500CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$7,500CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$1,862LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,900AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$396TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$11,658TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,737ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,737ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$54,395TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,737TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,788ExcessRevenueOverExpensesAmt
Net Investment Income$24,107NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY-$3,931CashBOYAmt
Cash EOY$81CashEOYAmt
Cash EOYFMV$81CashEOYFMVAmt
Corporate Stock BOY$538,838CorporateStockBOYAmt
Corporate Stock EOY$512,097CorporateStockEOYAmt
Corporate Stock EOYFMV$821,002CorporateStockEOYFMVAmt
Other Investments BOY$59,360OtherInvestmentsBOYAmt
Other Investments EOY$59,301OtherInvestmentsEOYAmt
Other Investments EOYFMV$53,429OtherInvestmentsEOYFMVAmt
Total Assets BOY$594,267TotalAssetsBOYAmt
Total Assets EOY$571,479TotalAssetsEOYAmt
Total Assets EOYFMV$874,512TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$594,267CapitalStockBOYAmt
Capital Stock EOY$571,479CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$594,267TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$571,479TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$594,267TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$571,479TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$594,267TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,788ExcessRevenueOverExpensesAmt
Subtotal$571,479SubtotalAmt
Tot Net Ast Or Fund Balances EOY$571,479TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
RENAISSANCERE HOLDINGS LTDP2011-10-112020-03-26$18,725$16,211$2,514$2,514
CORTEVA INCP2011-10-112020-05-21$3,918$2,724$1,194$1,194
DUPONT DE NEMOURS INCP2011-10-112020-05-29$8,167$7,806$361$361
FieldValueIRS element (for citing)
Capital Gain Net Income$4,069CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$41,022AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$803,386NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.051061DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,285AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$362,995NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.053127DistributionYr2Rt
Adjusted Qlfy Distri Yr3$20,916AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$383,442NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054548DistributionYr3Rt
Adjusted Qlfy Distri Yr4$16,396AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$347,349NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.047203DistributionYr4Rt
Adjusted Qlfy Distri Yr5$16,695AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$362,147NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.046100DistributionYr5Rt
Total Distribution0.252039TotalDistributionRt
Average Distribution0.050408AverageDistributionRt
Net Vl Noncharitable Assets$868,288NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$43,769AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$241NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$44,010AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$42,737QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$482InvestmentIncomeExciseTaxAmt
Subtotal$482SubtotalAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Tax Due$482TaxDueAmt

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 StateWIOrgReportOrRegisterStateCd
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
Individual With BooksTHOMAS F PETERSONIndividualWithBooksNm
Phone6083266496PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1110 E HAYDN STAddressLine1Txt
CityPRAIRIE DU CHIENCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53821ZIPCd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CAROLE SAYER
20890 CHANNEL DREXCELSIORMN55331DIRECTOR000.00$1,500$0$0
JOE MULLEN
662 JENISA DRST CLOUDMN56301DIRECTOR000.00$1,500$0$0
THOMAS F PETERSON
110 E HAYDN STPRAIRIE DU CHIENWI53821DIRECTOR000.00$1,500$0$0
MARY JO RUHL
2740 NICHOLS LANEDAVENPORTIA52803DIRECTOR000.00$1,500$0$0
JOHN L PETERSON
4814 CHAMPIONS RUNMIDDLETONWI53562DIRECTOR000.00$1,500$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION MAKES CHARITABLE CONTRIBUTIONS TO 501(C)(3) ORGANIZATIONS.Description1Txt

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$872,464AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,047AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$881,511TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$881,511AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,223CashDeemedCharitableAmt
Net Vl Noncharitable Assets$868,288NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,414MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,414MinimumInvestmentReturnAmt
Tax Based On Investment Income$482TaxBasedOnInvestmentIncomeAmt
Total Tax$482TotalTaxAmt
Distributable Before Adj$42,932DistributableBeforeAdjAmt
Distributable Before Ded$42,932DistributableBeforeDedAmt
Distributable As Adjusted$42,932DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,737ExpensesAndContributionsAmt
Qualifying Distributions$42,737QualifyingDistributionsAmt
Adjusted Qualifying Distri$42,737AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,932DistributableAsAdjustedAmt
Undistributed Income PY$12,132UndistributedIncomePYAmt
Qualifying Distributions$42,737QualifyingDistributionsAmt
Applied To Year1$12,132AppliedToYear1Amt
Applied To Current Year$30,605AppliedToCurrentYearAmt
Undistributed Income CY$12,327UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WI WATERFOWL - PDC CHAPTER
38299 STUCKEY RDPRAIRIE DU CHIENWI53821GENERAL DONATION$500
HOLY FAMILY CATHOLIC SCHOOL
515 N BEAUMONT RDPRAIRIE DU CHIENWI53821GENERAL DONATION$8,547
CROSS PLAINS BASEBALL
2410 MARTIN STCROSS PLAINSWI53528GENERAL DONATION$500
ROADS TO LIFE TANZANIA INC
PO BOX 157PRAIRIE DU CHIENWI53821GENERAL DONATION$2,000
ST MARY'S ELEMENTARY SCHOOL
823 1ST ST SST CLOUDMN56301GENERAL DONATION$2,000
SHELTER FOR ABUSED WOMEN & CHILDREN
PO BOX 10102NAPLESFL34101GENERAL DONATION$2,048
FATHER FAGAN
PO BOX 157PRAIRIE DU CHIENWI53821GENERAL DONATION$2,000
PDC POLICE DEPT
228 N BEAUMONT RDPRAIRIE DU CHIENWI53821GENERAL DONATION$5,000
PRAY MORE NOVENAS
55 PARK AVEDAYTONOH45419GENERAL DONATION$1,000
ASSISTANCE LEAGUE OF MSP
6416 PENN AVE SMINNESPOLISMN55423GENERAL DONATION$2,000
BIBLICAL MISSION SLAVID
1708 MEADOWN VIEW RDEAGANMN55121GENERAL DONATION$1,500
ST JOHN'S PARISHIONER ASSISTANCE
680 MILL STEXCELSIORMN55331GENERAL DONATION$2,047
COVID-19 SOLIDARITY RESPONSE FUND
PO BOX 96691WASHINGTONDC200906619GENERAL DONATION$2,000
ANNE MARIE'S SHELTER
505 10TH AVE NEST CLOUDMN56301GENERAL DONATION$2,548
ST JOHN'S UNIVERSITY
2850 ABBEY PLAZACOLLEGEVILLEMN56321GENERAL DONATION$2,000
NEIGHBORHOOD HEALTH CLINIC
120 GOODLETTE RD NNAPLESFL34102GENERAL DONATION$2,500
ST ALBERT CATHOLIC CHURCH
PO BOX 237LAND OLAKESWI54540GENERAL DONATION$2,000
HEADWATERS FOOD PANTRY
6516 OLYMPIC 76 STLAND O LAKESWI54540GENERAL DONATION$2,000
WISCONSIN PARKINSON'S FDN
16655 W BLUEMOUND RDBROOKFIELDWI53005GENERAL DONATION$547
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,737TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$27,464ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,069ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Exclusion18ExclusionCd
Exclusion$74ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$31,607ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$31,607TotalIncomeProducingActyAmt

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$1,900Amt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
GENERAL ELECTRIC$48,922$17,581
VERIZON COMMUNICATIONS$40,402$67,135
PFIZER INC DEL PV$38,938$80,581
MERCK & CO INC$38,465$97,025
PROCTER & GAMBLE CO$23,486$42,079
AT&T INC$46,256$49,530
CHEVRON CORP$55,561$45,667
DOWDUPONT INC COM$8,320
JOHNSON & JOHNSON CO$21,833$50,575
INTEL CORP$40,433$105,030
AMAZON COM INC$60,023$73,271
APPLE INC$49,948$121,453
CATERPILLAR, INC$20,933$30,032
COCA-COLA CO$26,897$32,723
RENAISSANCERE HLDGS LTD

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
FIRST TRUST INTERMEDIATEAT COST$24,910$21,030
ISHARES S&P US PFD STOCKAT COST$34,391$32,399

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$1,862LegalFeesAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER REVENUEDesc
Revenue And Expenses Per Books$74RevenueAndExpensesPerBooksAmt
Net Investment Income$74NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT TAXES/LICENSESCategoryTxt
Amt$396Amt

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