JMG FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JMG FAMILY FOUNDATION (EIN 81-4073184)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-21
- IRS object ID
- 202522029349100627
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-21T14:05:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 814073184 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JMG Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | JMGF | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James Jones | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $603,100 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $16,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,003 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,003 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,605 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,605 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,589 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,782 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,589 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,357 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $56,197 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,966 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,803 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,803 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,966 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,803 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $35,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,669 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,966 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,703 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,688 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,231 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $95,270 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,695 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,695 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $167,640 | CorporateStockBOYAmt |
| Corporate Stock EOY | $178,903 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $493,405 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $262,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $288,598 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $603,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $262,910 | RetainedEarningBOYAmt |
| Retained Earning EOY | $288,598 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $262,910 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $288,598 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $262,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $288,598 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $262,910 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,688 | ExcessRevenueOverExpensesAmt |
| Subtotal | $288,598 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $288,598 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $57,782 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,193 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,589 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $49,589 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,589 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $740 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $740 | SubtotalAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $588 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $788 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48 | OverpaymentAmt |
| Applied To ES Tax | $48 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Sarah Girotti | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| James C Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
| Janet Jones | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Elizabeth Moginot | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $467,358 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $104,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $571,837 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $571,837 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $563,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,163 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $740 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $740 | TotalTaxAmt |
| Distributable Before Adj | $27,423 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $27,423 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $27,423 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,703 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $43,703 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $27,423 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $30,783 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,808 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $38,663 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,143 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $157,923 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,703 | QualifyingDistributionsAmt |
| Applied To Current Year | $27,423 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $16,280 | RemainingDistriFromCorpusAmt |
| Total Corpus | $174,203 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $30,783 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,526 | ExcessFromYear4Amt |
| Excess From Year3 | $21,808 | ExcessFromYear3Amt |
| Excess From Year2 | $38,663 | ExcessFromYear2Amt |
| Excess From Year1 | $21,143 | ExcessFromYear1Amt |
| Excess From Current Year | $16,280 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | James C Jones | ContributingManagerNm |
| Contributing Manager | Janet Jones | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| GFWC NAPLES WOMANS CLUB INC | |||||||
| 570 PARK ST | NAPLES | FL | 34102 | N/A | PC | General & Unrestricted | $2,000 |
| HABITAT FOR HUMANITY INTERNATIONAL INC | |||||||
| 516 S 10TH ST | FERNANDINA BEACH | FL | 32034 | N/A | PC | General & Unrestricted | $500 |
| H Shepard | |||||||
| 268 Seabreeze Drive | Flagler Beach | FL | 32136 | NONE | I | Emergency assistance grant | $4,000 |
| HOSPICE OF MARTHAS VINEYARD INC | |||||||
| 455 STATE RD PMB 244 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $4,800 |
| MARTHAS VINEYARD COMMUNITY SERVICES INC | |||||||
| 111 EDGARTOWN RD | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $7,300 |
| MARTHAS VINEYARD FILM SOCIETY INC | |||||||
| PO BOX 4423 | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $5,000 |
| MARTHAS VINEYARD GARDEN CLUB INC | |||||||
| 57 DAVID AVE | VINEYARD HVN | MA | 02568 | N/A | PC | General & Unrestricted | $600 |
| NAPLES ART DISTRICT INC | |||||||
| 5450 SHIRLEY ST STE B | NAPLES | FL | 34109 | N/A | PC | General & Unrestricted | $500 |
| RUSSELL SAGE COLLEGE | |||||||
| 65 1ST ST | TROY | NY | 12180 | N/A | PC | General & Unrestricted | $10,000 |
| SAIL MARTHAS VINEYARD INC | |||||||
| PO BOX 1998 | VINEYARD HAVEN | MA | 02568 | N/A | PC | General & Unrestricted | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,003 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,589 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $56,197 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,197 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Jones James C | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 272 First Ave South | AddressLine1Txt |
| City | Naples | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $4,535 | $13,460 |
| ALPHABET INC CL C | $5,632 | $28,566 |
| AMAZON COM | $6,654 | $13,163 |
| AMERICAN EXPRESS CO | $6,545 | $26,711 |
| AMERIPRISE FINANCIAL INC | $4,715 | $18,635 |
| ANSYS INC | $6,167 | $13,493 |
| APPLE INC | $3,446 | $31,302 |
| CHUBB LIMITED | $5,783 | $12,434 |
| COGNEX CORPORATION | $3,270 | $3,980 |
| COMCAST CORP | $6,175 | $6,568 |
| DANAHER CORP | $3,416 | $11,478 |
| EDWARDS LIFESCIENCES | $7,934 | $5,552 |
| ELI LILLY & CO | $5,278 | $7,720 |
| EQUINIX, INC | $7,985 | $9,429 |
| FISERV, INC | $5,992 | $23,623 |
| GALLAGHER ARTHUR J & CO | $6,572 | $22,708 |
| HOME DEPOT INC | $5,869 | $17,505 |
| JP MORGAN CHASE | $7,393 | $21,574 |
| METTLER-TOLEDO INTL | $4,115 | $12,237 |
| MICROSOFT CORP | $5,629 | $23,183 |
| NEXTERA ENERGY, INC | $7,852 | $7,169 |
| NVIDIA CORP | $716 | $42,972 |
| OTIS WORLDWIDE CORP | $6,943 | $11,298 |
| PEPSICO INC | $6,540 | $9,884 |
| RAYTHEON TECHNOLOGIES CORP | $6,851 | $11,572 |
| RESMED INC | $5,159 | $11,435 |
| ROPER INDUSTRIES | $6,379 | $18,195 |
| SERVICE NOW | $4,931 | $6,361 |
| TJX COMPANIES INC | $3,915 | $12,081 |
| VISA INC | $3,789 | $15,802 |
| WATSCO INC | $6,181 | $16,586 |
| XYLEM INC | $6,542 | $6,729 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,778 | $7,778 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $2,966 | Amt |
| Net Investment Income | $2,966 | NetInvestmentIncomeAmt |