JLH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JLH FOUNDATION (EIN 42-1692014)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349108816
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T20:09:34-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362929601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FGMK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2801 LAKESIDE DRIVE 3RD FLOOR | AddressLine1Txt |
| City | BANNOCKBURN | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60015 | 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 | 421692014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JLH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JLHF | BusinessNameControlTxt |
| Phone | 4083122222 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10306 E CALLE DE LAS BRISAS | AddressLine1Txt |
| City | SCOTTSDALE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85255 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS HAYDEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4083122222 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY CONRAD | PreparerPersonNm |
| PTIN | P00632050 | PTIN |
| Phone | 8473740400 | PhoneNum |
| Preparation | 2025-11-17 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,628,461 | 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 | $3,059 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,059 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $270,190 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $270,190 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$324,787 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$324,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$51,538 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | -$51,538 | 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 | $9,139 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,370 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,324 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,509 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,324 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $795,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $819,509 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,324 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $795,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$871,047 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,023,684 | CashBOYAmt |
| Cash EOY | $48,282 | CashEOYAmt |
| Cash EOYFMV | $48,282 | CashEOYFMVAmt |
| Corporate Stock BOY | $46,844 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $6,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $6,000,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $6,000,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $2,733,853 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,418,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,580,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,804,381 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,467,235 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,628,461 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,804,381 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,467,235 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,804,381 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,467,235 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,804,381 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,467,235 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,804,381 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$871,047 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,933,334 | SubtotalAmt |
| Other Decreases | $1,466,099 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,467,235 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| INNER REALM INVESTMENTS DHS LAND SERIES | P | $267,656 | $267,656 | $267,656 | |
| APPLE INC (IFLIP) | P | $11,635 | $2,534 | $2,534 | $9,101 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $270,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | IL | 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 | DOUGLAS B HAYDEN | IndividualWithBooksNm |
| Phone | 4083122222 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 PAINT BRUSH TRAIL | AddressLine1Txt |
| City | COTOPAXI | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81223 | 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 |
|---|---|---|---|---|---|---|---|---|
| HEATHER HAYDEN | ||||||||
| 805 PAINT BRUSH TRAIL | COTOPAXI | CO | 81223 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARILYN HAYDEN | ||||||||
| 10306 E CALLE DE LAS BRISAS | SCOTTSDALE | AZ | 85255 | SECRETARY | 0.10 | $0 | $0 | $0 |
| DOUGLAS HAYDEN | ||||||||
| 805 PAINT BRUSH TRAIL | COTOPAXI | CO | 81223 | PRESIDENT | 0.10 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $120,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,580,179 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,700,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,700,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $145,513 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,555,378 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $477,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $477,769 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $477,769 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $477,769 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $477,769 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $795,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $795,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $477,769 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $558,086 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $236,821 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $794,907 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $795,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $477,769 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $317,231 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,112,138 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,112,138 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $558,086 | ExcessFromYear2Amt |
| Excess From Year1 | $236,821 | ExcessFromYear1Amt |
| Excess From Current Year | $317,231 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARILYN HAYDEN | ContributingManagerNm |
| Contributing Manager | DOUGLAS HAYDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| TP USA | |||||||
| 4940 E BEVERLY ROAD | PHOENIX | AZ | 85044 | PC | GENERAL USE | $220,000 | |
| STATE FREEDOM CAUCUS FOUNDATION | |||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON DC | DC | 20003 | PC | GENERAL USE | $30,000 | |
| LIBRE INSTITUTE | |||||||
| 3339 CENTRAL AVENUE SE SUITE G | ALBUQUERQUE | NM | 87106 | PC | GENERAL USE | $20,000 | |
| GRAND OPPORTUNITY UNITED | |||||||
| 107 SOUTH ST APT 2F | BOSTON | MA | 02111 | PC | GENERAL USE | $10,000 | |
| MEDIA RESEARCH CENTER | |||||||
| 1900 CAMPUS COMMONS DR 600 | RESTON | VA | 20191 | PC | GENERAL USE | $50,000 | |
| ADVOCATES FOR FAITH AND FREEDOM | |||||||
| 25026 LAS BRISAS RD | MURRIETA | CA | 92562 | PC | GENERAL USE | $10,000 | |
| LIVING ON THE EDGE | |||||||
| PO BOX 3007 | SUWANEE | GA | 30024 | PC | GENERAL USE | $10,000 | |
| STATE FINANCIAL OFFICERS FOUNDATION | |||||||
| 13851 W 63RD ST | SHAWNEE | KS | 66216 | PC | GENERAL USE | $5,000 | |
| UNREPORTED STORY SOCIETY | |||||||
| 578 WASHINGTON BLVD 802 | MARINA DEL REY | CA | 90292 | PC | GENERAL USE | $10,000 | |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | PC | GENERAL USE | $5,000 | |
| ROBERT SMALL LEGACY FOUNDATION | |||||||
| 320 S HENRY ST | ALEXANDRIA | VA | 22314 | PC | GENERAL USE | $10,000 | |
| VICTIMS OF COMMUNISM MEMORIAL FOUNDATION | |||||||
| 900 15TH STREET NW | WASHINGTON DC | DC | 20005 | PC | GENERAL USE | $10,000 | |
| YOUNG AMERICANS FOR LIBERTY FOUNDATION | |||||||
| 500 N CAPITAL OF TX HWY BLDG 5 | AUSTIN | TX | 78746 | PC | GENERAL USE | $10,000 | |
| DAVID HOROWITZ FREEDOM CENTER | |||||||
| 4401 WILLSHIRE BLVD 4TH FLOOR | LOS ANGELES | CA | 90010 | PC | GENERAL USE | $50,000 | |
| AMERICAN PRINCIPLES PROJECT FOUNDATION | |||||||
| 2800 SHIRLINGTON RD STE 901 | ARLINGTON | VA | 22206 | PC | GENERAL USE | $10,000 | |
| INDEPENDENT WOMEN'S FORUM | |||||||
| 19250 EVERETT LANE | MOKENA | IL | 60448 | PC | GENERAL USE | $20,000 | |
| OUR AMERICA | |||||||
| 370 E SOUTH TEMPLE SUITE 580 | SALT LAKE CITY | UT | 84111 | PC | GENERAL USE | $10,000 | |
| ILLINOIS POLICY INSITUTE | |||||||
| 300 S RIVERSIDE PLAZA 1650 | CHICAGO | IL | 60606 | PC | GENERAL USE | $20,000 | |
| CONSERVATIVE PARTNERSHIP INSTITUTE | |||||||
| 300 INDEPENDENCE AVE SE | WASHINGTON DC | DC | 20003 | PC | GENERAL USE | $30,000 | |
| HERITAGE FOUNDATION | |||||||
| 370 E SOUTH TEMPLE SUITE 580 | WASHINGTON DC | DC | 20002 | PC | GENERAL USE | $25,000 | |
| LEADERSHIP INSTITUTE | |||||||
| 1101 N HIGHLAND ST | ARLINGTON COUNTY | VA | 22201 | PC | GENERAL USE | $50,000 | |
| ALL THINGS POSSIBLE | |||||||
| 2851 HUCKLEBERRY HILL DR SUITE 103 | FORT MILL | SC | 29715 | PC | GENERAL USE | $10,000 | BOX 57 |
| TRUTH FOR LIFE | |||||||
| 7000 PETTIBONE ROAD | CHAGRIN FALLS | OH | 44023 | PC | GENERAL USE | $10,000 | |
| EMERGENT ORDER | |||||||
| 4450 FRONTIER TRAIL | AUSTIN | TX | 78745 | PC | GENERAL USE | $5,000 | |
| FREEDOM WORKS FOUNDATION | |||||||
| 111 K ST NE 6TH FLOOR | WASHINGTON DC | DC | 20002 | PC | GENERAL USE | $20,000 | |
| REAL CLEAR MEDIA FUND | |||||||
| 666 DUNDEE RD STE 600 | NORTHBROOK | IL | 60062 | PC | GENERAL USE | $10,000 | |
| COMMITTEE TO UNLEASH PROSPERITY | |||||||
| 1155 15TH ST NW STE525 | WASHINGTON DC | DC | 20005 | PC | GENERAL USE | $25,000 | |
| UATX | |||||||
| 522 CONGRESS AVE STE 300 | AUSTIN | TX | 78701 | PC | GENERAL USE | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,000 | 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 | $3,059 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270,190 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INNER REALM INVESTMENTS-ORDINARY | 16 | -$43,969 |
| INNER REALM INVESTMENTS- RENTAL | 16 | -$280,818 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$51,538 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$51,538 | 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 Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INNER REALM INVESTMENT | AT COST | $939,067 | $2,080,179 |
| PARKWAY CO-INVESTMENT | AT COST | $979,886 | $1,000,000 |
| EXCELERATION STUDIO CONVERTIBLE DEBT | AT COST | $500,000 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESTATEMENT OF IRI PARTNERSHIP INVESTMENTS | Desc |
| Amt | $1,466,099 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTION- PARKWAY INVESTMENT | $15,294 | $15,294 | $0 |
| NONDEDUCTIBLE EXPENSES- INNER REALM INVESTMENTS | $46 | $0 | $0 |
| BANK FEES | $30 | $30 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INNER REALM INVESTMENTS-ORDINARY | -$43,969 | -$43,969 | -$43,969 |
| INNER REALM INVESTMENTS- RENTAL | -$280,818 | -$280,818 | -$280,818 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 FEDERAL TAXES | CategoryTxt |
| Amt | $9,139 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |