SKL LOGAN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SKL LOGAN FAMILY FOUNDATION INC (EIN 20-3044396)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349103229
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T12:47:30-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13099 S CLEVELAND AVENUE SUITE 200 | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33907 | 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 | 203044396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKL LOGAN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SKLL | BusinessNameControlTxt |
| Phone | 2393953992 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15701 TRIPLE CROWN COURT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LANCE LOGAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2392814399 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN MAY | PreparerPersonNm |
| PTIN | P01279098 | PTIN |
| Phone | 2392784455 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,638,934 | 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 | $57,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$13,736 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $229,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,838 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $473 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $473 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,943 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,911 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,155 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,416 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,155 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,316 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,055 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,786 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $990,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,805 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,805 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $400,696 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,051 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $398,558 | CorporateStockBOYAmt |
| Corporate Stock EOY | $383,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $606,994 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $584,797 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $593,084 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,389,379 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,403,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,638,934 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,389,379 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,403,165 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,389,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,389,379 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,403,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,389,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,786 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,403,165 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,403,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| MORGAN STANELY (0373) | 2024-11-12 | 2024-12-31 | $38,329 | $38,291 | $38 | $38 |
| MORGAN STANELY (0373) | 2023-01-01 | 2024-12-31 | $90,611 | $104,431 | -$13,820 | -$13,820 |
| MORGAN STANELY (0373) | 2024-11-13 | 2024-12-31 | $100,162 | $100,116 | $46 | $46 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,736 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $771 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $771 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $11 | EsPenaltyAmt |
| Tax Due | $782 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | LANCE LOGAN | IndividualWithBooksNm |
| Phone | 2392814399 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15701 TRIPLE CROWN COURT | AddressLine1Txt |
| City | FORT MYERS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33912 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENT A LOGAN | ||||||||
| 21 BLOSSOM ST | PORTSMOUTH | NH | 03801 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| LANCE M LOGAN | ||||||||
| 15701 TRIPLE CROWN COURT | FORT MYERS | FL | 33912 | TREASURUER | 0.00 | $0 | $0 | $0 |
| JENNIE LOGAN | ||||||||
| 15701 TRIPLE CROWN COURT | FORT MYERS | FL | 33912 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,506,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,102 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,655,608 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,655,608 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,834 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,630,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $81,539 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $81,539 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $771 | TotalTaxAmt |
| Distributable Before Adj | $80,768 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,768 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,768 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,055 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,055 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,768 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,880 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $10,781 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,150 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $14,646 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,457 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,055 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $27,055 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $39,457 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $39,457 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $14,256 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CLEVELAND CLINIC FOUNDATION | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | PUBLIC CHAR. | CHARITABLE | $10,000 |
| DING DARLING WILDLIFE SOCIETY FRIENDS OF THE DING DARLING REFUGE | |||||||
| P O BOX 565 | SANIBEL | FL | 33957 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| DISABLED AMERICAN VETERANS | |||||||
| P O BOX 14301 | CINCINNATI | OH | 45250 | NONE | PUBLIC CHAR. | CHARITABLE | $250 |
| DRAVET SYNDROME FOUNDATION INC | |||||||
| PO BOX 16536 | WEST HAVEN | CT | 06516 | NONE | PUBLIC CHAR | CHARITABLE | $5,000 |
| LUPUS FOUNDATION OF AMERICA | |||||||
| PO BOX 96864 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHAR. | CHARITABLE | $250 |
| MANADA CONSERVANCY | |||||||
| PO BOX 25 | HUMMELSTOWN | PA | 17036 | NONE | PUBLIC CHAR. | CHARITABLE | $2,500 |
| MARINE CORP HERITAGE FOUNDATION | |||||||
| 18900 JEFFERSON DAVIS HIGHWAY | TRIANGLE | VA | 22172 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| NAVY LEAGUE OF THE US | |||||||
| 2300 WILSON BLVD | ARLINGTON | VA | 22201 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| OUR FALLEN HEROES FNDTN | |||||||
| 521 WEST CENTRAL AVE | WINTER HAVEN | FL | 33880 | NONE | PUBLIC CHAR. | CHARITABLE | $2,000 |
| SHRINERS HOSPITAL FOR CHILDREN | |||||||
| 2900 ROCKY POINT DR | TAMPA | FL | 33607 | NONE | PUBLIC CHAR | CHARITABLE | $1,000 |
| THE AMERICAN LEGION DONATION PROCESSING CENTER | |||||||
| PO BOX 21016 | ORLANDO | FL | 32854 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| THE NATURE CONSERVANCY GIFT PROCESSING CENTER | |||||||
| P O BOX 1561 | MERRIFIELD | VA | 22116 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHAR | CHARITABLE | $1,000 |
| UNIVERSITY OF PENNSYLVANIA LAW SCHOOL | |||||||
| 3501 SANSOM ST | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHAR | CHARITABLE | $3,000 |
| US OLYMPIC FOUNDATION | |||||||
| 1 OLYMPIC PLAZA | COLORADO SPRINGS | CO | 80909 | NONE | PUBLIC CHAR | CHARITABLE | $100 |
| VETERANS OF FOREIGN WARS | |||||||
| PO BOX 8958 | TOPEKA | KS | 66608 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| VIETNAM VETERANS MEMORIAL FUND NATIONAL PROCESSING CENTER | |||||||
| P O BOX 96764 | WASHINGTON | DC | 20090 | NONE | PUBLIC CHAR. | CHARITABLE | $100 |
| UNITED STATES NAVY MEMORIAL | |||||||
| 701 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHAR | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$13,736 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,102 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,102 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (6 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLUE OWL CREDIT INCOME CORP | $100,077 | $101,540 |
| ARCELORMITTAL SA | $120,676 | $120,930 |
| AMERICAN ELECTRIC POWER CO INC | $100,476 | $102,586 |
| NEXTERA ENERGY CAPITAL HOLDINGS INC | $100,684 | $102,529 |
| CITIGROUP INC | $100,412 | $102,080 |
| GENERAL MOTORS CO | $62,472 | $63,419 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC COM | $35,111 | $106,620 |
| ASTRAZENECA PLC ADS | $34,066 | $65,520 |
| BIOMARIN PHARMAC SE | $23,223 | $19,719 |
| DOW INC (DOW) | $17,841 | $13,363 |
| DUPONT DE NEMOURS INC (DD) | $26,182 | $25,391 |
| INTL BUSINESS MACHINES CORP (IBM) | $49,707 | $80,238 |
| KRAFT HEINZ CO (KHC) | $8,442 | $7,678 |
| MERCK & CO INC NEW | $17,320 | $49,740 |
| MONDELEZ INTL INC COM | $13,068 | $35,838 |
| SONY CORP ADR 1974 NEW (SNE) | $10,863 | $42,320 |
| VIATRIS INC | $10,962 | $8,715 |
| ANHEUSER BUSCH IBEV SA SPON (BUD) | $6,707 | $6,008 |
| RTX CORPORATION (RTX) | $8,356 | $11,572 |
| SANDOZ GROUP AG ADR (SDZNY) | $1,277 | $2,461 |
| VERIZON COMMUNICATIONS (VZ) | $10,969 | $12,797 |
| CARLYLE GROUP INC (CG) | $20,033 | $28,274 |
| ALTRIA GROUP INC (MO) | $29,920 | $31,374 |
| CONSTELLATION BRANDS INC CL A (STZ) | $29,850 | $26,520 |
| EAST WEST BANCORP (EWBC) | $29,970 | $32,846 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $400,696 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,051 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $839 | $0 | $0 |
| PROFESSIONAL FEES | $2,310 | $1,155 | $1,155 |
| FEDERAL TAX PAYMENT | $38 | $0 | $0 |
| MISC EXPENSE | $756 | $756 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $473 | Amt |
| Net Investment Income | $473 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |