PETERS FAMILY FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PETERS FAMILY FOUNDATION (EIN 91-6505643)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-15
IRS object ID
201811359349101786
Schema version
2017v2.3
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)
Return2018-05-15T10:58:40-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

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 Begin2017-01-01TaxPeriodBeginDt

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 P PETERSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127519100PhoneNum
Signature2018-05-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAYMOND RUSSOLILLO CPAPreparerPersonNm
PTINP00234111PTIN
Phone2127519100PhoneNum
Preparation2018-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,282,464FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$50,342DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,342DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,133NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$337,627GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,133CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,475TotalRevAndExpnssAmt
Total Net Invst Incm$56,475TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$14,334OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,334OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$39TaxesRevAndExpnssAmt
Taxes Net Invst Incm$39TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,373TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,373TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$60,400ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$60,400ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$74,773TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,373TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$60,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,298ExcessRevenueOverExpensesAmt
Net Investment Income$42,102NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$147,850SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$68,633SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$68,633SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,066,086CorporateStockBOYAmt
Corporate Stock EOY$1,020,767CorporateStockEOYAmt
Corporate Stock EOYFMV$1,642,549CorporateStockEOYFMVAmt
Corporate Bonds BOY$475,567CorporateBondsBOYAmt
Corporate Bonds EOY$583,567CorporateBondsEOYAmt
Corporate Bonds EOYFMV$570,393CorporateBondsEOYFMVAmt
Other Assets BOY$651OtherAssetsBOYAmt
Other Assets EOY$889OtherAssetsEOYAmt
Other Assets EOYFMV$889OtherAssetsEOYFMVAmt
Total Assets BOY$1,690,154TotalAssetsBOYAmt
Total Assets EOY$1,673,856TotalAssetsEOYAmt
Total Assets EOYFMV$2,282,464TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$1,690,154CapitalStockBOYAmt
Capital Stock EOY$1,673,856CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,690,154TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,673,856TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,690,154TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,673,856TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,690,154TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,298ExcessRevenueOverExpensesAmt
Subtotal$1,673,856SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,673,856TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EVERCORE ST - SEE ATTACHED2017-12-31$51,972$56,634-$4,662-$4,662
EVERCORE LT - SEE ATTACHED2017-12-31$279,400$274,860$4,540$4,540
CAPITAL GAIN DIVIDENDS$6,255P
FieldValueIRS element (for citing)
Capital Gain Net Income$6,133CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$46,250AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,929,390NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.023971DistributionYr1Rt
Adjusted Qlfy Distri Yr2$75,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,037,098NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.036817DistributionYr2Rt
Adjusted Qlfy Distri Yr3$81,393AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,021,912NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.040255DistributionYr3Rt
Adjusted Qlfy Distri Yr4$54,892AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,868,434NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.029379DistributionYr4Rt
Adjusted Qlfy Distri Yr5$108,174AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,772,598NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.061026DistributionYr5Rt
Total Distribution0.191448TotalDistributionRt
Average Distribution0.03829AverageDistributionRt
Net Vl Noncharitable Assets$2,119,271NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$81,147AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$421NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$81,568AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$60,400QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$842InvestmentIncomeExciseTaxAmt
Subtotal$842SubtotalAmt
Tax Based On Investment Income$842TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$70EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$70TotalPaymentsAndCreditsAmt
Es Penalty$23EsPenaltyAmt
Tax Due$795TaxDueAmt

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

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$2,052,214AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,560AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$770FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,151,544TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,151,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,273CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,119,271NetVlNoncharitableAssetsAmt
Minimum Investment Return$105,964MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$105,964MinimumInvestmentReturnAmt
Tax Based On Investment Income$842TaxBasedOnInvestmentIncomeAmt
Total Tax$842TotalTaxAmt
Distributable Before Adj$105,122DistributableBeforeAdjAmt
Distributable Before Ded$105,122DistributableBeforeDedAmt
Distributable As Adjusted$105,122DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$60,400ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$60,400QualifyingDistributionsAmt
Adjusted Qualifying Distri$60,400AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,122DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12015PriorYear1Yr
Prior Year22014PriorYear2Yr
Prior Year32013PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,452ExcessDistributionCyovYr5Amt
Total Excess Distribution Cyov$16,452TotalExcessDistributionCyovAmt
Qualifying Distributions$60,400QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$60,400AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$16,452ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$16,452ExcessDistributionCyovAppCYAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$28,270UndistributedIncomeCYAmt
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 (5 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$25,000
FIRST TEE OF GREATER SEATTLE
4101 BEACON AVE SSEATTLEWA98108N/APCUNRESTRICTED$400
PILCHUCK GLASS SCHOOL
1201 316TH ST NWSTANWOODWA98292N/APCUNRESTRICTED$5,000
SAINT THOMAS SCHOOL
202 W 58TH STNEW YORKNY10019N/APCUNRESTRICTED$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$60,400TotalGrantOrContriPdDurYrAmt

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$50,342ExclusionAmt
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$6,133ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$56,475ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,475TotalIncomeProducingActyAmt

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$583,567EOYBookValueAmt
EOYFMV$570,393EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE SCHEDULE ATTACHEDStockNm
EOY Book Value$1,020,767EOYBookValueAmt
EOYFMV$1,642,549EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescCAPITAL DISTRIB. RECEIVABLEDesc
BOY Book Value$651BOYBookValueAmt
EOY Book Value$889EOYBookValueAmt
EOYFMV$889EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescCLASS ACTION PROCEEDSDesc

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryTRUSTEE & EXECUTOR FEECategoryTxt
Amt$14,334Amt
Net Investment Income$14,334NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$39Amt
Net Investment Income$39NetInvestmentIncomeAmt

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