JUDITH ALEXANDER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JUDITH ALEXANDER FOUNDATION INC (EIN 20-2432220)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349100135
- Schema version
- 2023v5.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T13:16:28-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743125007 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHNSON AND JOHNSON CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 533 JOHNSON FERRY ROAD BLDG D STE | AddressLine1Txt |
| City | MARIETTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202432220 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDITH ALEXANDER FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O JUDITH AUGUSTINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDI | BusinessNameControlTxt |
| Phone | 8004772559 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH AUGUSTINE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4042619230 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBERT L JOHNSON | PreparerPersonNm |
| PTIN | P01415440 | PTIN |
| Phone | 7705796060 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,632,291 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $26,582 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,582 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,582 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,761 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $219,754 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,761 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $52,343 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,343 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,582 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $42,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $3,180 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,160 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $17,732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,032 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $476 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $476 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,173 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $9,143 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $78,864 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,508 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $575,614 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,508 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$523,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,582 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,932 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $604,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $538,402 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,042,578 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $174,842 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,017 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $70,281 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $186,728 | OtherAssetsBOYAmt |
| Other Assets EOY | $126,500 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $425,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $984,119 | TotalAssetsBOYAmt |
| Total Assets EOY | $832,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,632,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $984,119 | RetainedEarningBOYAmt |
| Retained Earning EOY | $832,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $984,119 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $832,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $984,119 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $832,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $984,119 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$523,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $371,503 | OtherIncreasesAmt |
| Subtotal | $832,351 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $832,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLE LINE RETURN PURCHASE FUND | P | 2022-08-31 | 2023-08-02 | $1,691 | $1,731 | -$40 | -$40 |
| AMERICAN FUNDS NEW ECONOMY | P | 2022-12-14 | 2023-11-16 | $1,733 | $3,559 | -$1,826 | -$1,826 |
| BANK OF ANERICA | P | 2014-09-04 | 2023-08-02 | $13,999 | $6,077 | $7,922 | $7,922 |
| CAPITAL ONE FINANCIAL | P | 2014-09-04 | 2023-08-02 | $9,318 | $4,519 | $4,799 | $4,799 |
| DOUBLE LINE RETURN FUND | P | 2022-07-29 | 2023-08-02 | $41,019 | $51,386 | -$10,367 | -$10,367 |
| INTEL CORP | P | 2014-09-04 | 2023-03-09 | $6,769 | $5,462 | $1,307 | $1,307 |
| AMERICAN FUNDS- NEW ECONOMY | P | 2021-12-15 | 2023-11-16 | $40,627 | $34,174 | $6,453 | $6,453 |
| AMERICAN FUNDS- NEW PERSPECTIVE | P | 2015-05-28 | 2023-08-02 | $35,000 | $26,507 | $8,493 | $8,493 |
| PFIZER | P | 2011-08-30 | 2023-08-02 | $6,976 | $3,481 | $3,495 | $3,495 |
| PIMCO BOND FUND | P | 2022-10-31 | 2023-11-16 | $40,129 | $50,730 | -$10,601 | -$10,601 |
| VANGUARD GROWTH FUND | P | 2016-05-04 | 2023-08-02 | $10,000 | $6,367 | $3,633 | $3,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,761 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,866 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $554 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $554 | SubtotalAmt |
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $578 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | JUDITHALEXANDER.ORG | WebsiteAddressTxt |
| Individual With Books | JUDITH AUGUSTINE | IndividualWithBooksNm |
| Phone | 8004772559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH AUGUSTINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $42,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $554 | TotalTaxAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $496,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $145,200 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $78,000 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $32,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,756 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $319,456 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,750 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $496,750 | RemainingDistriFromCorpusAmt |
| Total Corpus | $816,206 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $145,200 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $671,006 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $78,000 | ExcessFromYear3Amt |
| Excess From Year2 | $32,500 | ExcessFromYear2Amt |
| Excess From Year1 | $63,756 | ExcessFromYear1Amt |
| Excess From Current Year | $496,750 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JUDITH AUGUSTINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1709 CARTER ROAD | AddressLine1Txt |
| City | DECATUR | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30032 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8004772559 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST, SPECIFYING NATURE OF EXPENDITURE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AFRICAN DIASPERIC ART MUSEUM | |||||
| 986 OAKLAND DRIVE STE 212 | ATLANTA | GA | 30310 | GALA SPONSORSHIP | $60,000 |
| AMERICAN VISIONARY ART MUSEUM | |||||
| 800 KEY HIGHWAY | BALTIMORE | MD | 21230 | GIFT- ARTWORK | $25,000 |
| ATLANTA UNIVERISTY CENTER LIBRARY | |||||
| 111 BRAWLEY DRIVE | ATLANTA | GA | 30314 | GIFT- ARTWORK | $15,000 |
| CALIFORNIA AFIRCAN AMERICAN MUSEUM | |||||
| 600 STATE DRIVE | LOS ANGELES | CA | 90037 | GIFT- ARTWORK | $22,000 |
| CRYSTAL BRIDGES MUSEUM | |||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | GIFT-ARTWORK | $16,000 |
| DEYOUNGLEGION OF HONOR MUSEUM | |||||
| 50 HAGIWARATEA GARDEN DR | SAN FRANCISCO | CA | 94118 | GIFT- ARTWORK | $25,000 |
| HAMPTON UNIVERSITY | |||||
| 100 E QUEEN STREET | HAMPTON | VA | 23668 | GIFT- ARTWORK | $22,000 |
| ATLANTA HIGH MUSEUM OF ART | |||||
| 1280 PEACHTREE STREET | ATLANTA | GA | 30309 | GIFT- ARTWORK | $4,500 |
| HUNTER MUSEUM OF ART | |||||
| 10 BLUFF DRIVE | CHATTANOOGA | TN | 37403 | GIFT- ARTWORK | $17,000 |
| INTUIT ART MUSEUM | |||||
| 756 N MILWAUKEE AVE | CHICAGO | IL | 60642 | GIFT- ARTWROK | $20,000 |
| KOHLER ARTS CENTER | |||||
| 608 NEW YORK AVE | SHEBOYGAN | WI | 53081 | GIFT- ARTWORK | $16,000 |
| LEHIGH UNIVERSITY | |||||
| 306 S NEW STREET | BETHLEHEM | PA | 18015 | GIFT- ARTWORK | $4,750 |
| THE MENIL FOUNDATION INC | |||||
| 1511 BRANARD STREET | HOUSTON | TX | 77006 | GIFT- ARTWORK | $25,000 |
| MILWAUKEE ART MUSEUM | |||||
| 700 NORTH ART MUSEUM DRIV | MILWAUKEE | WI | 53202 | GIFT- ARTWORK | $15,000 |
| MODERNA MUSEET | |||||
| BOX 16382 | STOCKHOLM | GA | 30342 | GIFT- ARTWORK | $45,000 |
| MONTGOMERY MUSEUM OF FINE ARTS | |||||
| ONE MUSEUM DRIVE | MOTGOMERY | AL | 36117 | GIFT- ARTWORK | $4,500 |
| SMITHSONIA NATIONAL MUSEUM | |||||
| PO BOX 37012 | WASHINGTON | DC | 20560 | GIFT- ARTWORK | $22,000 |
| NATIONAL MUSEUM OF WOMEN | |||||
| 1250 NEW YORK AVE | WASHINGTON | DC | 20005 | GIFT- ARTWORK | $31,500 |
| NELSON-ATKINS MUSEUM | |||||
| 4525 OAK STREET | KANSAS CITY | MO | 64111 | GIFT- ARTWORK | $22,000 |
| SPEED ART MUSEUM | |||||
| 2035 S THIRD STREET | LOUISVILLE | KY | 40208 | GIFT- ARTWORK | $10,000 |
| SPRINGFIELD MUSEUM OF ART | |||||
| 107 CLIFF PARK ROAD | SPRINGFIELD | OH | 45504 | GIFT- ARTWORK | $25,000 |
| VIRGINIA MUSEUM OF FINE ARTS | |||||
| 200 N ARTHUR ASH BLVD | RICHMOND | VA | 23220 | GIFT- ARTWORK | $8,500 |
| WINSTON SALEM STATE UNIVERSITY | |||||
| 311 BLAIR HALL | WINSTON SALEM | NC | 27110 | GIFT- ARTWORK | $25,000 |
| XAVIER UNIVERSITY OF LOUISIANA | |||||
| 1 DREXEL DRIVE | NEW ORLEANS | LA | 70125 | GIFT- ARTWORK | $11,000 |
| GEORGIA HISTORICAL SOCIETY | |||||
| 501 WHITAKER STREET | SAVANNAH | GA | 31401 | DONATION- OPERATIONS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,750 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $26,582 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25,761 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $52,343 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,343 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JOHNSON AND JOHNSON CPA'S | CategoryTxt |
| Amt | $2,160 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PUBLICLY TRADED CORP. DEBT INSTR. | BondNm |
| EOY Book Value | $73,017 | EOYBookValueAmt |
| EOYFMV | $70,281 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $538,402 | EOYBookValueAmt |
| EOYFMV | $1,042,578 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ENGLISH TAYLOR ATTORNEYS | CategoryTxt |
| Legal Fees | $3,180 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DONATED ARTWORK | Desc |
| BOY Book Value | $186,728 | BOYBookValueAmt |
| EOY Book Value | $126,500 | EOYBookValueAmt |
| EOYFMV | $425,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| SHIPPING | $1,535 |
| INSURANCE | $3,174 |
| OFFICE EXPENSE | $2,706 |
| STORAGE FEES | $261 |
| TRAVEL | $1,467 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARKET APPRECIATION- ARTWORK | Desc |
| Amt | $371,503 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ASSET MANAGEMENT FEES | $12,032 | $12,032 |
| APPRAISAL FEES | $5,700 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $476 | Amt |
| Net Investment Income | $476 | NetInvestmentIncomeAmt |