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J W G FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
J W G FOUNDATION INC (EIN 22-3130629)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-31
IRS object ID
202412139349100006
Schema version
2023v5.1
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)
Return2024-07-31T09:08:29-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221624206PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MALESARDI QUACKENBUSH SWIFT & CO LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1155 NORTH DEAN STREET - SUITE 5AddressLine1Txt
CityENGLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07631ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN223130629EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JWG FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O BERNARD DEMOREUILLEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJWGFBusinessNameControlTxt
Phone9732275234PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line161 FOUR SEASONS DRIVE BLDG 7AddressLine1Txt
CityNORTH CALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJANE GRIFFITHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9732275234PhoneNum
Signature2024-07-18SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID O'BRIENPreparerPersonNm
PTINP00430397PTIN
Phone2015674100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,355,402FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$91,504ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,180InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22,180InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,944DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,944DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$2,607NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$199,556GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$133,021TotalRevAndExpnssAmt
Total Net Invst Incm$44,124TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$6,495OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,248OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,247OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$46TaxesRevAndExpnssAmt
Taxes Net Invst Incm$46TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,541TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,294TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,247TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$103,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$103,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$109,541TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,294TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$106,247TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$23,480ExcessRevenueOverExpensesAmt
Net Investment Income$40,830NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$46,492CashBOYAmt
Cash EOY$3,166CashEOYAmt
Cash EOYFMV$3,166CashEOYFMVAmt
Corporate Stock BOY$227,609CorporateStockBOYAmt
Corporate Stock EOY$185,597CorporateStockEOYAmt
Corporate Stock EOYFMV$437,571CorporateStockEOYFMVAmt
Other Investments BOY$725,449OtherInvestmentsBOYAmt
Other Investments EOY$835,854OtherInvestmentsEOYAmt
Other Investments EOYFMV$914,665OtherInvestmentsEOYFMVAmt
Total Assets BOY$999,550TotalAssetsBOYAmt
Total Assets EOY$1,024,617TotalAssetsEOYAmt
Total Assets EOYFMV$1,355,402TotalAssetsEOYFMVAmt
Grants Payable BOY$103,000GrantsPayableBOYAmt
Grants Payable EOY$103,000GrantsPayableEOYAmt
Total Liabilities BOY$103,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$103,000TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$312,599CapitalStockBOYAmt
Capital Stock EOY$312,599CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$583,951RetainedEarningBOYAmt
Retained Earning EOY$609,018RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$896,550TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$921,617TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$999,550TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,024,617TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$896,550TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$23,480ExcessRevenueOverExpensesAmt
Other Increases$1,587OtherIncreasesAmt
Subtotal$921,617SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$921,617TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BAIRD 7493P$58,196$66,277-$8,081-$8,081
BAIRD 7493P$141,360$135,886$5,474$5,474
FieldValueIRS element (for citing)
Capital Gain Net Income-$2,607CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$568InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$568SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$19EsPenaltyAmt
Tax Due$587TaxDueAmt

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
Org Report Or Register StateNJOrgReportOrRegisterStateCd
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
Individual With BooksJANE GRIFFITHIndividualWithBooksNm
Phone9732275234PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1CRANES MILL 459 PASSAIC AVEAddressLine1Txt
CityWEST CALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070067464ZIPCd
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
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJANE W GRIFFITHPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1459 PASSAIC AVE CRANES MILL 1420AddressLine1Txt
CityWEST CALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos5.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$1,257,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$24,829AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,282,595TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,282,595AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$19,239CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,263,356NetVlNoncharitableAssetsAmt
Minimum Investment Return$63,168MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$63,168MinimumInvestmentReturnAmt
Tax Based On Investment Income$568TaxBasedOnInvestmentIncomeAmt
Total Tax$568TotalTaxAmt
Distributable Before Adj$62,600DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$62,600DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$62,600DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,247ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$106,247QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$62,600DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$2,362ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$13,436ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$43,181ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$41,704ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$42,043ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$142,726TotalExcessDistributionCyovAmt
Qualifying Distributions$106,247QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$62,600AppliedToCurrentYearAmt
Remaining Distri From Corpus$43,647RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$186,373TotalCorpusAmt
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$2,362ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$184,011ExcessDistriCyovToNextYrAmt
Excess From Year4$13,436ExcessFromYear4Amt
Excess From Year3$43,181ExcessFromYear3Amt
Excess From Year2$41,704ExcessFromYear2Amt
Excess From Year1$42,043ExcessFromYear1Amt
Excess From Current Year$43,647ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS FOUNDATION OF GREATER NEW YORK
42 BROADWAYNEW YORKNY10004NONE501(C)(3)CHARITABLE$20,000
AMERICAN RED CROSS
707 ALEXANDER RDPRINCETONNJ08540NONE501(C)(3)CHARITABLE$5,000
BUCKNELL UNIVERSITY
ONE DENT DRIVELEWISBURGPA17837NONE501(C)(3)CHARITABLE$15,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREETNEW YORKNY10006NONE501(C)(3)CHARITABLE$10,000
FOUNDATION FIGHTING BLINDNESS
7168 COLUMBIA GATEWAY DRIVECOLUMBIAMD21046NONE501(C)(3)CHARITABLE$10,000
LUSTGARTEN FOUNDATION
415 CROSSWAYS PARK DRIVEWOODBURYNY11197NONE501(C)(3)CHARITABLECHARITABLE$20,000
PASTORALIST CHILD FOUNDATION
51 CLARK STREETGLEN RIDGENJ07028NONE501(C)(3)CHARITABLE$3,000
THE SEEING EYE
PO BOX 375MORRISTOWNNJ07963NONE501(C)(3)CHARITABLE$10,000
THE WILDLIFE CONSERVATION SOCIETY
2300 SOUTHERN BLVDBRONXNY10460NONE501(C)(3)CHARITABLE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$103,000TotalGrantOrContriPdDurYrAmt
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$22,180ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,944ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$2,607ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$41,517ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$41,517TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE GRIFFITHBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1459 PASSAIC AVEAddressLine1Txt
CityWEST CALDWELLCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07006ZIPCd
FieldValueIRS element (for citing)
Total Contributions$91,504TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyIRA DISTRIBUTIONNoncashPropertyDesc
Fair Market Value$91,504FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$185,597EOYBookValueAmt
EOYFMV$437,571EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCK FUNDSAT COST$168,788$251,435
BOND FUNDS AND BONDSAT COST$667,066$663,230

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescBASIS ADJUSTMENTDesc
Amt$1,587Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,495Amt
Net Investment Income$3,248NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,247DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES WITHHELD AT SOURCECategoryTxt
Amt$46Amt
Net Investment Income$46NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt