PECK FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PECK FOUNDATION INC (EIN 52-2169632)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-04
IRS object ID
201813089349100401
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)
Return2018-11-04T09:40:50-00:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Adam Chavis & Company PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522169632EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Peck Foundation IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPECKBusinessNameControlTxt
Phone4105260822PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonChristine PeckPersonNm
Person TitleTreasurerPersonTitleTxt
Signature2018-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAdam ChavisPreparerPersonNm
Phone4105260822PhoneNum
Preparation2018-11-04PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address69.143.214.25IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-05IPDt
IP Tm02:35:37IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdC4B581CE597C149C87FC4B195F83F026D955C096AtSubmissionCreationDeviceId
At Submission Filing Device IdC4B581CE597C149C87FC4B195F83F026D955C096AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2018-06-14 16:35:46ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,893,519FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$113,287ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,483InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,483InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$23,995DividendsRevAndExpnssAmt
Dividends Net Invst Incm$23,995DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$264,873NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$857,222GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$264,873CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$407,638TotalRevAndExpnssAmt
Total Net Invst Incm$294,351TotalNetInvstIncmAmt
Taxes Rev And Expnss$1,587TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,587TaxesNetInvstIncmAmt
Taxes Adj Net Incm$1,587TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$1,587TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,675TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,675TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$1,675TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$1,675TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$284PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$284PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$284PrintingAndPubAdjNetIncmAmt
Printing And Pub Dsbrs Chrtbl$284PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,258OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,258OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$6,258OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$6,258OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,804TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,804TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$9,804TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,804TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$85,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$85,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$95,304TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,804TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$9,804TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$95,304TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$312,334ExcessRevenueOverExpensesAmt
Net Investment Income$284,547NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,260CashBOYAmt
Cash EOY$700,950CashEOYAmt
Cash EOYFMV$700,950CashEOYFMVAmt
Corporate Stock BOY$1,143,281CorporateStockBOYAmt
Corporate Stock EOY$740,367CorporateStockEOYAmt
Corporate Stock EOYFMV$1,060,745CorporateStockEOYFMVAmt
Corporate Bonds BOY$96,858CorporateBondsBOYAmt
Corporate Bonds EOY$132,228CorporateBondsEOYAmt
Corporate Bonds EOYFMV$131,824CorporateBondsEOYFMVAmt
Total Assets BOY$1,261,399TotalAssetsBOYAmt
Total Assets EOY$1,573,545TotalAssetsEOYAmt
Total Assets EOYFMV$1,893,519TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$1,261,399CapitalStockBOYAmt
Capital Stock EOY$1,573,545CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,261,399TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,573,545TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,261,399TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,573,545TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,261,399TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$312,334ExcessRevenueOverExpensesAmt
Subtotal$1,573,733SubtotalAmt
Other Decreases$188OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,573,545TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY STCG attachedP2016-01-012016-12-31$103,647$86,032$17,615$17,615
BNY LTCG attachedP2006-04-102017-12-26$751,949$506,317$245,632$245,632
FieldValueIRS element (for citing)
Capital Gain Net Income$264,873CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$100,353AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$1,495,901NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.067085DistributionYr1Rt
Adjusted Qlfy Distri Yr2$88,939AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,397,707NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.063632DistributionYr2Rt
Adjusted Qlfy Distri Yr3$75,294AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,441,924NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.052218DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,079AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,243,370NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.081294DistributionYr4Rt
Adjusted Qlfy Distri Yr5$54,615AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,059,059NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.051569DistributionYr5Rt
Total Distribution000.315798TotalDistributionRt
Average Distribution000.063160AverageDistributionRt
Net Vl Noncharitable Assets$1,437,580NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$90,798AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,845NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$93,643AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$95,304QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,845InvestmentIncomeExciseTaxAmt
Subtotal$2,845SubtotalAmt
Tax Based On Investment Income$2,845TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,166EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,166TotalPaymentsAndCreditsAmt
Original Return Tax Paid$4,166OriginalReturnTaxPaidAmt
Overpayment$1,321OverpaymentAmt
Applied To ES Tax$1,321AppliedToESTaxAmt

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 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 BooksChristine PeckIndividualWithBooksNm
Phone4105260822PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
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

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
J Stevenson Peck Jr
3105 W Leigh StRichmondVA23230President000.00$0
Annabella Dunne
c/o 11905 Whispering Oak CtReisterstownMD21136VP000.00$0
Christine Peck
c/o 11905 Whispering Oak CtReisterstownMD21136Sec/Treas000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,317,472AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$142,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,459,472TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,459,472AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,892CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,437,580NetVlNoncharitableAssetsAmt
Minimum Investment Return$71,879MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$71,879MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,845TaxBasedOnInvestmentIncomeAmt
Total Tax$2,845TotalTaxAmt
Distributable Before Adj$69,034DistributableBeforeAdjAmt
Distributable Before Ded$69,034DistributableBeforeDedAmt
Distributable As Adjusted$69,034DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$95,304ExpensesAndContributionsAmt
Qualifying Distributions$95,304QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,845PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$92,459AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$69,034DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$27,691ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$39,752ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$4,664ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$21,018ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,226ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$119,351TotalExcessDistributionCyovAmt
Qualifying Distributions$95,304QualifyingDistributionsAmt
Applied To Current Year$69,034AppliedToCurrentYearAmt
Remaining Distri From Corpus$26,270RemainingDistriFromCorpusAmt
Total Corpus$145,621TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$27,691ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$117,930ExcessDistriCyovToNextYrAmt
Excess From Year4$39,752ExcessFromYear4Amt
Excess From Year3$4,664ExcessFromYear3Amt
Excess From Year2$21,018ExcessFromYear2Amt
Excess From Year1$26,226ExcessFromYear1Amt
Excess From Current Year$26,270ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Fusion Partnerships
1601 Guilford Avenue 2nd FlBaltimoreMD21202Fulfill Organization Charitable Purpose$3,000
Allied Media
4126 Third StreetDetroitMI48201Fulfill Organization Charitable Purpose$3,000
Detroit Chamber Winds & Strings
24901 Northwestern Hwy Suite 312SouthfieldMI48075Fulfill Organization Charitable Purpose$5,000
Young Nation
9232 FalconDetroitMI48209Fulfill Organization Charitable Purpose$3,500
FocusHOPE
1400 Oakman BlvdDetroitMI48238Fulfill Organization Charitable Purpose$15,000
Power House Productions
13015 Klinger StDetroitMI48212Fulfill Organization Charitable Purpose$5,000
Greater Baltimore Cultural Alliance
120 W North Ave Suite 305BaltimoreMD21201Fulfill Organization Charitable Purpose$20,000
826 Mchigan
115 E Liberty StreetAnn ArborMI48104Fulfill Organization Charitable Purpose$5,000
Popps Packing
12138 St Aubin StHamtramckMI48212Fulfill Organization Charitable Purpose$1,000
Stratford Festival of America
55 Queen St PO Box 520StratfordMI48075Fulfill Organization Charitable Purpose$5,000
Baltimore Choral Arts Society
1316 Park AvenueBaltimoreMD21217Fulfill Organization Charitable Purpose$5,000
The Miami Foundation
40 NW 3rd St Suite 305MiamiFL33128Fulfill Organization Charitable Purpose$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$85,500TotalGrantOrContriPdDurYrAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJ Stevenson Peck Inter Vivos CLTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111905 Whispering Oak CtAddressLine1Txt
CityReisterstownCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21136ZIPCd
FieldValueIRS element (for citing)
Total Contributions$113,287TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
EOY Book Value$132,228EOYBookValueAmt
EOYFMV$131,824EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
EOY Book Value$740,367EOYBookValueAmt
EOYFMV$1,060,745EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescOtherDesc
Amt$188Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Management$5,658$5,658$5,658$5,658
Dues$600$600$600$600

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Income tax$1,500$1,500$1,500$1,500
Foreign Tax$87$87$87$87

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.