FERGUSON FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- FERGUSON FAMILY FOUNDATION INC (EIN 06-1549937)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-07
- IRS object ID
- 202521279349103307
- Schema version
- 2024v5.0
- 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 Stock Schedule
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T14:38:48-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743073387 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSHEL WYNNICK & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 CASTLE AVENUE SUITE 101 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 068255446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061549937 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FERGUSON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WEINSHEL WYNNICK & ASSOC LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FERG | BusinessNameControlTxt |
| Phone | 2033672022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 CASTLE AVENUE RM/STE 101 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD E FERGUSON | PersonNm |
| Person Title | V.P./DIR. | PersonTitleTxt |
| Phone | 2033672022 | PhoneNum |
| Signature | 2025-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK M WYNNICK CPA | PreparerPersonNm |
| PTIN | P00360459 | PTIN |
| Phone | 2033672022 | PhoneNum |
| Preparation | 2025-05-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,172,743 | 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 |
| Interest On Sav Rev And Expnss | $4,351 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,351 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $101,890 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $342,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $101,890 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $277,469 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $277,469 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,042 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,042 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,792 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,081 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $318,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $318,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $330,792 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,081 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $323,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$53,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $270,388 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $171,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,006 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,629,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,593,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,015,737 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,096 | OtherAssetsBOYAmt |
| Total Assets BOY | $2,803,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,750,026 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,172,743 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,803,349 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,750,026 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,803,349 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,750,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,803,349 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,750,026 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,803,349 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$53,323 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,750,026 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,750,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 551.876 SHS JPM EQ INC FD - CL I | P | 2024-12-03 | $15,000 | $9,569 | $5,431 | $5,431 |
| 7236.000 SHS NEW AMERICA HIGH INC FD | P | 2024-11-01 | $58,906 | $55,682 | $3,224 | $3,224 |
| JPM 3003 SEE STATEMENT ATTACHED | P | $13,127 | $11,709 | $1,418 | $1,418 | |
| JPM 3003 SEE STATEMENT ATTACHED | P | $57,564 | $46,489 | $11,075 | $11,075 | |
| JPM 6004 SEE STATEMENT ATTACHED | P | $49,665 | $50,152 | -$487 | -$487 | |
| JPM 6004 SEE STATEMENT ATTACHED | P | $89,289 | $67,039 | $22,250 | $22,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $101,890 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $931 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,758 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,758 | SubtotalAmt |
| Tax Based On Investment Income | $3,758 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,358 | 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 | CT | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEINSHEL WYNNICK & ASSOCIATES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033672022 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 CASTLE AVENUE SUITE 101 | AddressLine1Txt |
| City | FAIRFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06825 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CAROL J FERGUSON | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | PRES./DIR. | 0.50 | $0 | $0 | $0 |
| KRISTIN A FERGUSON WACKERMAN | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | SEC./DIR. | 0.50 | $0 | $0 | $0 |
| BRIAN C FERGUSON | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | TREAS./DIR. | 0.50 | $0 | $0 | $0 |
| RONALD E FERGUSON | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | V.P./DIR. | 0.50 | $0 | $0 | $0 |
| JAMES A WACKERMAN | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | V.P./DIR. | 0.50 | $0 | $0 | $0 |
| CATHY FERGUSON | ||||||||
| 457 CASTLE AVENUE | FAIRFIELD | CT | 06825 | V.P./DIR. | 0.50 | $0 | $0 | $0 |
| 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 | $7,094,681 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $244,331 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,339,012 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,339,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,228,927 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $361,446 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $361,446 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,758 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,758 | TotalTaxAmt |
| Distributable Before Adj | $357,688 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $357,688 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $357,688 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $323,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $357,688 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $317,789 | UndistributedIncomePYAmt |
| Qualifying Distributions | $323,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $317,789 | AppliedToYear1Amt |
| Applied To Current Year | $5,711 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $351,977 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CAROL J FERGUSON | ContributingManagerNm |
| Contributing Manager | RONALD E FERGUSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| ADAM J LEWIS ACADEMY | ||||||
| 500 STATE STREET | BRIDGEPORT | CT | 06602 | GEN'L PURPOSE FUND | $10,000 | |
| BRIDGEPORT HOSP FRIENDS OF PEDIATR | ||||||
| 267 GRANT STREET | BRIDGEPORT | CT | 06610 | GEN'L PURPOSE FUND | $5,000 | |
| BUCKNELL UNIVERSITY | ||||||
| 301 MARKET STREET | LEWISBURG | PA | 17837 | ANNUAL & SCHOLARSHIP FUNDS | $45,000 | SUITE 2 |
| CHILDREN'S HOSPITAL TRUST | ||||||
| 1 AUTUMN STREET | BOSTON | MA | 02215 | EPILEPSY RES., EDUC'L, & GEN'L FUNDS | $20,000 | |
| COMFORT ZONE CAMP | ||||||
| 6606 WEST BROAD STREET | RICHMOND | VA | 23230 | GEN'L PURPOSE FUND | $14,000 | SUITE 401 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| PO BOX 849168 | BOSTON | MA | 022849168 | GEN'L PURPOSE FUND | $50,000 | |
| FAIRFIELD THEATRE COMPANY | ||||||
| 70 SANFORD STREET | FAIRFIELD | CT | 06824 | GEN'L PURPOSE FUND | $45,000 | |
| FRIENDS OF KAREN | ||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | GEN'L PURPOSE FUND | $20,000 | |
| GREENFIELD HILL CONG CHURCH | ||||||
| 1045 OLD ACADEMY ROAD | FAIRFIELD | CT | 06824 | GEN'L PURPOSE FUND | $25,000 | |
| HARBOR HOUSE OF ROCHESTER | ||||||
| 89 ROSSITER ROAD | ROCHESTER | NY | 14620 | GEN'L PURPOSE FUND | $15,000 | |
| INSURANCE INDUSTRY CHARITABLE FOUND | ||||||
| 1999 AVENUE OF THE STARS | LOS ANGELES | CA | 90067 | GEN'L PURPOSE FUND | $34,000 | SUITE 1100 |
| LAKE RESCUE ASSOCIATION | ||||||
| PO BOX 72 | LUDLOW | VT | 05149 | MILFOIL ELIMINATION | $30,000 | |
| THE TELLING ROOM | ||||||
| 225 COMMERCIAL STREET | PORTLAND | ME | 04101 | GEN'L PURPOSE FUND | $5,000 | SUITE 201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $318,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,351 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $101,890 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $277,469 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $277,469 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Disbursements Charitable Prps | $5,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPMORGAN CHASE BROKERAGE Q...6002 | $1,951,692 | $6,066,491 |
| JPMORGAN CHASE BROKERAGE N...3003 | $321,987 | $471,243 |
| JPMORGAN CHASE BROKERAGE F...6004 | $319,341 | $478,003 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $2,096 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ADVISORY FEES N...3003 | $3,485 | $3,485 |
| ADVISORY FEES F...6004 | $3,557 | $3,557 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 2024 FORM 990-PF ESTIMATE | $211 | |
| FOREIGN INCOME TAX WITH. (JPM) | $39 | $39 |