PETERS FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PETERS FAMILY FOUNDATION (EIN 91-6505643)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-23
IRS object ID
202532969349101308
Schema version
2024v5.2
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)
Return2025-10-23T09:20:27-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-11-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSHUA HOROWITZ CPAPreparerPersonNm
PTINP01053082PTIN
Phone2127519100PhoneNum
Preparation2025-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,657,537FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$16,281InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$16,281InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$44,319DividendsRevAndExpnssAmt
Dividends Net Invst Incm$44,319DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$143,856NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$630,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$143,952CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,169OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$205,625TotalRevAndExpnssAmt
Total Net Invst Incm$204,552TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$18,468OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$12,312OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$6,156OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,912TaxesRevAndExpnssAmt
Taxes Net Invst Incm$162TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$22,380TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,474TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$6,156TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$285,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$285,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$307,380TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,474TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$291,156TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$101,755ExcessRevenueOverExpensesAmt
Net Investment Income$192,078NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$302,877SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$125,667SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$125,667SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$734,884CorporateStockBOYAmt
Corporate Stock EOY$625,038CorporateStockEOYAmt
Corporate Stock EOYFMV$1,646,036CorporateStockEOYFMVAmt
Corporate Bonds BOY$725,102CorporateBondsBOYAmt
Corporate Bonds EOY$907,959CorporateBondsEOYAmt
Corporate Bonds EOYFMV$885,834CorporateBondsEOYFMVAmt
Other Assets BOY$1,811OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$1,764,674TotalAssetsBOYAmt
Total Assets EOY$1,658,664TotalAssetsEOYAmt
Total Assets EOYFMV$2,657,537TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,764,674CapitalStockBOYAmt
Capital Stock EOY$1,658,664CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,764,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,658,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,764,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,658,664TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,764,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$101,755ExcessRevenueOverExpensesAmt
Subtotal$1,662,919SubtotalAmt
Other Decreases$4,255OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,658,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
EVERCORE #7703 S/T COVERED2024-12-31$60,219$57,503$2,716$2,716
EVERCORE #7703 L/T COVERED2024-12-31$565,642$434,015$131,531$131,627
EVERCORE #7703 L/T COVERED2024-12-31$5,134$3,549$1,585$1,585
CAPITAL GAIN DIVIDENDS$8,120P
CAPITAL GAIN DIVIDENDS$8,120P
CAPITAL GAIN DIVIDENDS$8,120P
FieldValueIRS element (for citing)
Capital Gain Net Income$143,952CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,670InvestmentIncomeExciseTaxAmt
Subtotal$2,670SubtotalAmt
Tax Based On Investment Income$2,670TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,058EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$3,750ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$6,808TotalPaymentsAndCreditsAmt
Overpayment$4,138OverpaymentAmt
Applied To ES Tax$4,138AppliedToESTaxAmt

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
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 (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$2,555,699AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$185,804AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$906FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,742,409TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,742,409AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,136CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,701,273NetVlNoncharitableAssetsAmt
Minimum Investment Return$135,064MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$135,064MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,670TaxBasedOnInvestmentIncomeAmt
Total Tax$2,670TotalTaxAmt
Distributable Before Adj$132,394DistributableBeforeAdjAmt
Distributable Before Ded$132,394DistributableBeforeDedAmt
Distributable As Adjusted$132,394DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$291,156ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$291,156QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,394DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr3$8,236ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$8,236TotalExcessDistributionCyovAmt
Qualifying Distributions$291,156QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$132,394AppliedToCurrentYearAmt
Remaining Distri From Corpus$158,762RemainingDistriFromCorpusAmt
Total Corpus$166,998TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$166,998ExcessDistriCyovToNextYrAmt
Excess From Year3$8,236ExcessFromYear3Amt
Excess From Current Year$158,762ExcessFromCurrentYearAmt
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 (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SAINT THOMAS SCHOOL
202 W 58TH STNEW YORKNY10019N/APCUNRESTRICTED$25,000
EMPOWERING ABILITIES
3402 Hickory Grove RdDAVENPORTIA52806N/APCUNRESTRICTED$260,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$285,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,281ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$44,319ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$143,856ExclusionAmt
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$1,169ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$205,625ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$205,625TotalIncomeProducingActyAmt

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)
BondEVERCORE ACCT 7703BondNm
EOY Book Value$907,959EOYBookValueAmt
EOYFMV$885,834EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEVERCORE ACCT 7703StockNm
EOY Book Value$625,038EOYBookValueAmt
EOYFMV$1,646,036EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDIVIDEND RECEIVABLEDesc
BOY Book Value$1,811BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPPADesc
Amt$4,255Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$1,169RevenueAndExpensesPerBooksAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$18,468Amt
Net Investment Income$12,312NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,156DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FOREIGN TAXES PAID$162$162
FEDERAL EXCISE TAX$3,750

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