FURP.ORG / PUBLIC DATA EXPLORER

THE BENJAMIN PEACE FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
THE BENJAMIN PEACE FOUNDATION INC (EIN 52-2183293)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-08-08
IRS object ID
201812209349100906
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)
Return2018-08-08T15:16:17-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN822004078PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUCAS GREEN & KOROM INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13906 KNOWLES AVEAddressLine1Txt
CityKENSINGTONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20895ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522183293EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BENJAMIN PEACE FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBENJBusinessNameControlTxt
Phone3019338865PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 486AddressLine1Txt
CityGARRETT PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP208960486ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER BENJAMINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3019338865PhoneNum
Signature2018-07-03SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVINCENT C LUCASPreparerPersonNm
PTINP02058545PTIN
Phone3019497700PhoneNum
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$223,316FMVAssetsEOYAmt
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$148InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$148InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,616DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,616DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$141OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$4,905TotalRevAndExpnssAmt
Total Net Invst Incm$4,764TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$880AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$176TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$150OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,206TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,850ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,850ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$9,850TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,151ExcessRevenueOverExpensesAmt
Net Investment Income$4,764NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash EOY-$2CashEOYAmt
Cash EOYFMV-$2CashEOYFMVAmt
Sav And Temp Cash Invst BOY$9,009SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,901SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,901SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$123,685CorporateStockBOYAmt
Corporate Stock EOY$123,685CorporateStockEOYAmt
Corporate Stock EOYFMV$219,417CorporateStockEOYFMVAmt
Total Assets BOY$132,694TotalAssetsBOYAmt
Total Assets EOY$127,584TotalAssetsEOYAmt
Total Assets EOYFMV$223,316TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$132,694RetainedEarningBOYAmt
Retained Earning EOY$127,584RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$132,694TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$127,584TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$132,694TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$127,584TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$132,694TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,151ExcessRevenueOverExpensesAmt
Other Increases$1,041OtherIncreasesAmt
Subtotal$127,584SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$127,584TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$9,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$149,227NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.064332DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,975AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$164,680NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.066644DistributionYr2Rt
Adjusted Qlfy Distri Yr3$8,850AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$155,399NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.056950DistributionYr3Rt
Adjusted Qlfy Distri Yr4$8,100AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$132,615NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.061079DistributionYr4Rt
Adjusted Qlfy Distri Yr5$8,350AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$108,317NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.077089DistributionYr5Rt
Total Distribution0.326094TotalDistributionRt
Average Distribution0.065219AverageDistributionRt
Net Vl Noncharitable Assets$185,331NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$12,087AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$48NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$12,135AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$9,850QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$95InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$95SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$200TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$105OverpaymentAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$105RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3019338865PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110705 SHELLEY COURTAddressLine1Txt
CityGARRETT PARKCityNm
State AbbreviationMDStateAbbreviationCd
ZIP20896ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PETER BENJAMIN
PO BOX 486GARRETT PARKMD208960486PRESIDENT/TREASURER0.00$0$0$0
RONALD BENJAMIN
40 LAKESIDE DRIVEGREENBELTMD20770CHAIRMAN/SECRETARY0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$177,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$188,153TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$188,153AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,822CashDeemedCharitableAmt
Net Vl Noncharitable Assets$185,331NetVlNoncharitableAssetsAmt
Minimum Investment Return$9,267MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$9,267MinimumInvestmentReturnAmt
Tax Based On Investment Income$95TaxBasedOnInvestmentIncomeAmt
Total Tax$95TotalTaxAmt
Distributable Before Adj$9,172DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$9,172DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$9,172DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$9,850ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$9,850QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$9,850AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$9,172DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$3,064ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,527ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,217ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,821ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,315ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,944TotalExcessDistributionCyovAmt
Qualifying Distributions$9,850QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,172AppliedToCurrentYearAmt
Remaining Distri From Corpus$678RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$11,622TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$3,064ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$8,558ExcessDistriCyovToNextYrAmt
Excess From Year4$1,527ExcessFromYear4Amt
Excess From Year3$1,217ExcessFromYear3Amt
Excess From Year2$2,821ExcessFromYear2Amt
Excess From Year1$2,315ExcessFromYear1Amt
Excess From Current Year$678ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN CIVI LIBERTIES UNION FOUNDATION INC
125 BROAD STREETNEW YORKNY100042427NONEPUBLIC CHARITYCHARITABLE$2,500
DOCTORS WITHOUT BORDERS
333 SEVENTH AVENUENEW YORKNY100015004NONEPUBLIC CHARITYCHARITABLE$1,000
LITTLE FRIENDS FOR PEACE
4405 29TH STREETMT RAINIERMD20712NONEPUBLIC CHARITYCHARITABLE$1,500
MARYLAND PEACE ACTION
501 YORK ROADBALTIMOREMD21204NONEPUBLIC CHARITYCHARITABLE$1,100
MERCY CORPS
PO BOX 2669PORTLANDOR97208NONEPUBLIC CHARITYCHARITABLE$1,000
SEEDS OF PEACE
370 LEXINGTON AVENUENEW YORKNY10017NONEPUBLIC CHARITYCHARITABLE$1,000
THE CARTER CENTER
453 FREEDOM PARKWAY NEATLANTAGA303071496NONEPUBLIC CHARITYCHARITABLE$250
WASHINGTON LAWYERS COMMITTEE FOR CIVIL RIGHTS AND URBAN AFFAIRS
11 DUPONT CIRCLE NWWASHINGTONDC200361226NONEPUBLIC CHARITYCHARITABLE$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,850TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$148ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,616ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSETTLEMENT CLAIMDesc
Exclusion01ExclusionCd
Exclusion$141ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,905ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,905TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$880Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEQUITIES THROUGH UBS FINANCIAL SERVICESStockNm
EOY Book Value$123,685EOYBookValueAmt
EOYFMV$219,417EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$150RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSETTLEMENT CLAIMDesc
Revenue And Expenses Per Books$141RevenueAndExpensesPerBooksAmt
Adjusted Net Income$141AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescPRINCIPAL RETURN ON LOANDesc
Amt$1,041Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$176Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt