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JONATHAN AND KAREN FRYD FAMILY FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JONATHAN AND KAREN FRYD FAMILY FOUNDATION INC (EIN 81-4740966)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-07
IRS object ID
202630979349100218
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-04-07T11:24:05-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650116320PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BESTER MANAGEMENT INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1523 Michigan AvenueAddressLine1Txt
CityMiami BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814740966EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jonathan and Karen FrydBusinessNameLine1Txt
Business Name Line2FAMILY FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJONABusinessNameControlTxt
Phone3056732948PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1523 MICHIGAN AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN FRYDPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3056732948PhoneNum
Signature2026-03-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRUTH E FORTOUPreparerPersonNm
PTINP00744472PTIN
Phone3056732948PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,036,571FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$900,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$914InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$914InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$8,112DividendsRevAndExpnssAmt
Dividends Net Invst Incm$8,112DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$111,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$111,000OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,020,026TotalRevAndExpnssAmt
Total Net Invst Incm$120,026TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$181OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$181TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$168,770ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$168,770ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$168,951TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$168,770TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$851,075ExcessRevenueOverExpensesAmt
Net Investment Income$120,026NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,676CashBOYAmt
Cash EOY$12,382CashEOYAmt
Cash EOYFMV$12,382CashEOYFMVAmt
Corporate Stock BOY$2,728,148CorporateStockBOYAmt
Corporate Stock EOY$3,575,517CorporateStockEOYAmt
Corporate Stock EOYFMV$4,024,189CorporateStockEOYFMVAmt
Total Assets BOY$2,736,824TotalAssetsBOYAmt
Total Assets EOY$3,587,899TotalAssetsEOYAmt
Total Assets EOYFMV$4,036,571TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,736,824RetainedEarningBOYAmt
Retained Earning EOY$3,587,899RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,736,824TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,587,899TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,736,824TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,587,899TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,736,824TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$851,075ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,587,899SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,587,899TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,668InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,668SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,668TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$85EsPenaltyAmt
Tax Due$1,753TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJONATHAN FRYDIndividualWithBooksNm
Phone3056732948PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1523 MICHIGAN AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN FRYD
523 MICHIGAN AVENUEMIAMI BEACHFL33139PRESIDENT2.00$0$0$0
KAREN FRYD
523 MICHIGAN AVENUEMIAMI BEACHFL33139VICE PRESIDENT2.00$0$0$0
ALEXANDER FRYD
523 MICHIGAN AVENUEMIAMI BEACHFL33139TREASURER3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,341,501AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,318AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,356,819TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,356,819AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,352CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,321,467NetVlNoncharitableAssetsAmt
Minimum Investment Return$116,073MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$116,073MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,668TaxBasedOnInvestmentIncomeAmt
Total Tax$1,668TotalTaxAmt
Distributable Before Adj$114,405DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$114,405DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$114,405DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$168,770ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$168,770QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$114,405DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$16,905ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$24,124ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$20,460ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$9,007ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$17,694ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$88,190TotalExcessDistributionCyovAmt
Qualifying Distributions$168,770QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$114,405AppliedToCurrentYearAmt
Remaining Distri From Corpus$54,365RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$142,555TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$16,905ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$125,650ExcessDistriCyovToNextYrAmt
Excess From Year4$24,124ExcessFromYear4Amt
Excess From Year3$20,460ExcessFromYear3Amt
Excess From Year2$9,007ExcessFromYear2Amt
Excess From Year1$17,694ExcessFromYear1Amt
Excess From Current Year$54,365ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN FRYDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJONATHAN FRYDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1523 MICHIGAN AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3056732948RecipientPhoneNum
Recipient Email AddressJON@FRYDPROPERTIES.COMRecipientEmailAddressTxt
Form And Info And MaterialsNO PRESCRIBED FORM.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ADRIENNE ARSHT CENTER FOUNDATION
1300 BISCAYNE BLVDMIAMIFL33132NONEPCSUPPORT CONTRIBUTION$21,270
CARE USA
PO BOX 1870MERRIEFIELDVA221168070NONEPCSUPPORT CONTRIBUTION$5,000
LAUSD EDUCATION FOUNDATION
333 S BEAUDRY AVE 24TH FLOORLOS ANGELESCA90017NONEPCSUPPORT CONTRIBUTION$6,000
EQUALITY FLORIDA FIRST
PO BOX 13184ST PETERSBURGFL33733NONEPCSUPPORT CONTRIBUTION$5,000
ASPEN INSTITUTE
2300 N ST NW STE 700WASHINGTONDC20037NONEPCSUPPORT CONTRIBUTION$5,000
PACIFIC JAZZ ORCHESTRA
3930 FRANKLIN AVENUELOS ANGELESCA90027NONEPCSUPPORT CONTRIBUTION$5,000
PEREZ ART MUSEUM MIAMI
1103 BISCAYNE BLVDMIAMIFL33132NONEPCSUPPORT CONTRIBUTION$15,000
SOUTH FLORIDA YOUTH FOUNDATION
523 MICHIGAN AVENUEMIAMI BEACHFL33139NONEPCSUPPORT CONTRIBUTION$70,000
PLACE OF HOPE
9078 ISAIAH LANEPALM BEACH GARDENSFL33418NONEPCSUPPORT CONTRIBUTION$1,000
THE BASS MUSEUM OF ARTS
2100 COLLINS AVENUEMIAMI BEACHFL33140NONEPCSUPPORT CONTRIBUTION$5,000
THE EILEEN YOUTIE FOUNDATION
19946 NE 36TH PLACEAVENTURAFL33180NONEPCSUPPORT CONTRIBUTION$500
UNIVERSITY OF MIAMI
PO BOX 248073MIAMIFL331241530NONEPCSUPPORT CONTRIBUTION$20,000
AMNESTY INTERNATIONAL USA
311 WET 43RD STREET 7TH FLOORNEW YORKNY10036NONEPCSUPPORT CONTRIBUTION$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$168,770TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$914ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$8,112ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$111,000ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$120,026ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$120,026TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJONATHAN FRYDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1523 MICHIGAN AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33139ZIPCd
FieldValueIRS element (for citing)
Total Contributions$900,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE PRIVATE$450,741$443,958
MORGAN STANLEY #6403$50,081$50,081
MORGAN STANLEY #6403$676,903$1,070,341
MORGAN STANLEY #6403$1,250,000$1,238,188
MORGAN STANLEY #6403$897,792$983,898
MORGAN STANLEY #6403$250,000$237,723

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescOFFICE EXPENSEDesc
Revenue And Expenses Per Books$181RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$35,094$35,094$35,094
othER INVESTMENT INCOME$75,906$75,906$75,906