JOHN DEWITT GREGORY CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOHN DEWITT GREGORY CHARITABLE TR (EIN 85-6571447)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202543169349103534
- 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
- Depreciation Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T17:35:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Cade Much & Company PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12001 N Central Expy Ste 1150 | AddressLine1Txt |
| City | Dallas | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75243 | 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 | 856571447 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN DEWITT GREGORY CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | c/o JOANNA GROSSMAN TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOANNA GROSSMAN | InCareOfNm |
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5166177259 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3305 VILLANOVA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GROSSMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5166177259 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
| 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 | $4,485,241 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,991 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,991 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $72,313 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $407,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $72,313 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $275,126 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $275,126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $362,440 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $362,440 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,414 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $95 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $78,414 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,319 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,095 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,175 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,175 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $270,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,319 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $257,270 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,851 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $349,121 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $43,562 | CashBOYAmt |
| Cash EOY | $43,430 | CashEOYAmt |
| Cash EOYFMV | $43,430 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $15,965 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,965 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $717,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $783,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,113,518 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,156,648 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,164,814 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,312,328 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,917,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,007,618 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,485,241 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1,999 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,999 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,917,954 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,005,619 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,917,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,005,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,917,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,007,618 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,917,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,851 | ExcessRevenueOverExpensesAmt |
| Other Increases | $915 | OtherIncreasesAmt |
| Subtotal | $4,010,720 | SubtotalAmt |
| Other Decreases | $5,101 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,005,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| THRU JP MORGAN SECURITIES-SEE DETAIL | 2024-12-31 | $118,455 | $132,290 | -$13,440 | -$13,835 | |
| THRU JP MORGAN SECURITIES-SEE DETAIL | 2024-12-31 | $281,735 | $194,865 | $86,870 | $86,870 | |
| THRU JP MORGAN SECURITIES-SEE DETAIL | 2024-12-31 | $7,233 | $8,650 | -$1,417 | -$1,417 | |
| THRU JP MORGAN SECURITIES-SEE DETAIL | 2024-12-31 | $119 | $119 | $119 | ||
| CAPITAL GAIN DIVIDENDS | $181 | P | ||||
| CAPITAL GAIN DIVIDENDS | $181 | P | ||||
| CAPITAL GAIN DIVIDENDS | $181 | P | ||||
| CAPITAL GAIN DIVIDENDS | $181 | P | ||||
| CAPITAL GAIN DIVIDENDS | $181 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $72,313 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,853 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,853 | SubtotalAmt |
| Tax Based On Investment Income | $4,853 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,818 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $5,818 | TotalPaymentsAndCreditsAmt |
| Overpayment | $965 | OverpaymentAmt |
| Applied To ES Tax | $965 | 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 | TX | 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 | JOANNA GROSSMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5166177259 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3305 VILLANOVA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOANNA GROSSMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3305 VILLANOVA STREET | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 75225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $65,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $975,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,293,717 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,313,041 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,313,041 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,248,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $212,417 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $212,417 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,853 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,853 | TotalTaxAmt |
| Distributable Before Adj | $207,564 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $207,564 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $207,564 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $257,270 | 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 | $257,270 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $207,564 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $44,186 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,524 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,710 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $257,270 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $207,564 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,706 | RemainingDistriFromCorpusAmt |
| Total Corpus | $151,416 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $151,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $44,186 | ExcessFromYear2Amt |
| Excess From Year1 | $57,524 | ExcessFromYear1Amt |
| Excess From Current Year | $49,706 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSENT SOCCER | |||||||
| 1440 W STREET NW | APT 407 | WASHINGTON | DC | 20009 | NC | GENERAL FUNDS | $20,225 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NC | GENERAL FUNDS | $5,100 | |
| NATIONAL CENTER FOR LAW & ECONOMIC JUSTICE | |||||||
| 50 BROADWAY STE 1500 | NEW YORK | NY | 10004 | NC | GENERAL FUNDS | $50,000 | |
| BRONX LETTERS FOUNDATION | |||||||
| 1202 LEXINGTON AVE STE 202 | NEW YORK | NY | 10028 | NC | JOHN DEWITT GREGORY WRITER IN RESIDENCE FOR THE 2023-2024 ACADEMIC YEAR | $35,000 | |
| EQUAL RIGHTS ADVOCATES | |||||||
| 611 MISSION STREET | 4TH FLOOR | SAN FRANCISCO | CA | 94105 | NC | GENERAL FUNDS | $10,000 |
| EQUAL JUSTICE WORKS | |||||||
| 1730 M STREET NW | SUITE 800 | WASHINGTON | DC | 200364511 | NC | GENERAL FUNDS | $10,000 |
| CHILD POVERTY ACTION LAB | |||||||
| 1808 S GOOD LATIMER EXPY | SUITE 102 | DALLAS | TX | 75226 | NC | GENERAL FUNDS | $5,000 |
| ROUNDABOUT THEATRE COMPANY | |||||||
| 231 WEST 39TH STREET | SUITE 1200 | NEW YORK | NY | 10018 | NC | GENERAL FUNDS | $2,850 |
| DALLAS BAR ASSOCIATION | |||||||
| 2101 ROSS AVENUE | DALLAS | TX | 75201 | NC | GENERAL FUNDS | $25,500 | |
| TEXAS TRIBUNE | |||||||
| 919 CONGRESS AVENUE | AUSTIN | TX | 78701 | NC | GENERAL FUNDS | $5,000 | |
| THE AFIYA CENTER | |||||||
| 4373 S HAMPTON ROAD | DALLAS | TX | 75232 | NC | GENERAL FUNDS | $5,000 | |
| THE LEGAL AID SOCIETY | |||||||
| 260 EAST 161ST STREET | BRONX | NY | 10451 | NC | GENERAL FUNDS | $5,000 | |
| AGMA RELIEF FUND | |||||||
| 305 SEVENTH AVENUE | STE 2A | NEW YORK | NY | 10001 | NC | GENERAL FUNDS | $2,500 |
| MEMORIAL SLOAN KETTERING CANCER CENTER | |||||||
| 633 3RD AVENUE | 5TH FLOOR | NEW YORK | NY | 10017 | NC | GENERAL FUNDS | $5,000 |
| PROPUBLICA | |||||||
| 155 AVENUE OF THE AMERICAS | FLOOR 13 | NEW YORK | NY | 10013 | NC | GENERAL FUNDS | $3,500 |
| NETWORK FOR GOOD | |||||||
| 655 15TH STREET NW | STE 650 | WASHINGTON | DC | 20005 | NC | GENERAL FUNDS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,175 | 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 | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,991 | 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 | $72,313 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FORM 1099-R | 36 | $274,846 |
| OTHER MISCELLANEOUS INCOME | 14 | $280 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $362,440 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $362,440 | 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 |
Depreciation Schedule DepreciationSchedule
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| TIAA BROKERAGE (INHERITED IRA) | $1,571,711 | $1,571,711 | $1,855,708 |
| TIAA PENSION ANNUITY | $1,076,464 | $1,076,310 | $829,283 |
| TIAA (FORMERLY LIVING TR) | $508,473 | $516,793 | $627,337 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDEDUCTIBLE CONTRIBUTION-FMV PORTION | $150 |
| FOREIGN TAX PAID | $98 |
| FEDERAL INCOME TAX-2024 | $4,853 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $13,319 | $13,319 | |
| OFFICE/OTHER | $95 | $95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TIAA FORM 1099-R (GROSS 275,000) | $274,846 | $274,846 |
| OTHER MISCELLANEOUS INCOME | $280 | $280 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NONDIVIDEND DISTRIBUTION | $541 |
| OTHER | $374 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARGE CARD PAYABLE | Desc |
| EOY Book Value | $1,999 | EOYBookValueAmt |