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JJK FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
JJK FOUNDATION (EIN 26-1605600)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-04-24
IRS object ID
202611149349101101
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)
Return2026-04-24T10:48:43-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN261605600EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The JJK FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JJK FoundationInCareOfNm
Business Name ControlJJKFBusinessNameControlTxt
Phone7034679411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line112708 Saylers Creek LaneAddressLine1Txt
CityHerndonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKaren SanftPersonNm
Person TitleVice PresidentPersonTitleTxt
Phone7034679411PhoneNum
Signature2026-04-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
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$4,350,491FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$607InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$607InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$16,816DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,816DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$90,884NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$98,559GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,968CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$108,307TotalRevAndExpnssAmt
Total Net Invst Incm$108,391TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$2,200TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$20,333OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$80OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$20,253OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,533TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$20,253TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$125,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$125,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$147,533TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$145,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$39,226ExcessRevenueOverExpensesAmt
Net Investment Income$108,311NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$138,011SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$106,459SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$106,459SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$132,806CorporateStockBOYAmt
Corporate Stock EOY$125,132CorporateStockEOYAmt
Corporate Stock EOYFMV$4,244,032CorporateStockEOYFMVAmt
Total Assets BOY$270,817TotalAssetsBOYAmt
Total Assets EOY$231,591TotalAssetsEOYAmt
Total Assets EOYFMV$4,350,491TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$270,817RetainedEarningBOYAmt
Retained Earning EOY$231,591RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$270,817TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$231,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$270,817TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$231,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$270,817TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$39,226ExcessRevenueOverExpensesAmt
Subtotal$231,591SubtotalAmt
Tot Net Ast Or Fund Balances EOY$231,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$98,559GrossSalesPriceAmt
Cost Or Other Basis$7,591CostOrOtherBasisAmt
Gain Or Loss$90,968GainOrLossAmt
Gains Minus Excess Or Losses$90,968GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$90,968CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,506InvestmentIncomeExciseTaxAmt
Subtotal$1,506SubtotalAmt
Tax Based On Investment Income$1,506TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$18TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$1,488TaxDueAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JJK FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034679411PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line112708 Saylers Creek LaneAddressLine1Txt
CityHerndonCityNm
State AbbreviationVAStateAbbreviationCd
ZIP20170ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
Jeffrey E Emswiler
12708 Saylers Creek LaneHerndonVA20170Pres, Dir, Sec1.0$0$0$0
Jon A Emswiler
12708 Saylers Creek LaneHerndonVA20170Dir, VP1.0$0$0$0
Karen Sanft
12708 Saylers Creek LaneHerndonVA20170Dir, VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,784,925AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$96,069AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,880,994TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,880,994AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,215CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,822,779NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,139MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,139MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,506TaxBasedOnInvestmentIncomeAmt
Total Tax$1,506TotalTaxAmt
Distributable Before Adj$189,633DistributableBeforeAdjAmt
Distributable Before Ded$189,633DistributableBeforeDedAmt
Distributable As Adjusted$189,633DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$145,253ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$145,253QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$189,633DistributableAsAdjustedAmt
Prior Year12023PriorYear1Yr
Prior Year22022PriorYear2Yr
Prior Year32021PriorYear3Yr
Qualifying Distributions$145,253QualifyingDistributionsAmt
Applied To Current Year$145,253AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$44,380UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN NATIONAL RED CROSS
158 BROOKLAWN AVEBRIDGEPORTCT06604N/APCGeneral & Unrestricted$1,000
BRIDGEPORT RESCUE MISSION INC
725 PARK AVEBRIDGEPORTCT06604N/APCGeneral & Unrestricted$1,000
BUCKLEY SCHOOL IN THE CITY OF NEW YORK
113 E 73RD STNEW YORKNY10021N/APCGeneral & Unrestricted$1,000
COLGATE UNIVERSITY TREASURERS OFFICE
13 OAK DRHAMILTONNY13346N/APCGeneral & Unrestricted$10,000
CONNECTICUT ZOOLOGICAL SOCIETY INC
1875 NOBLE AVEBRIDGEPORTCT06610N/APCGeneral & Unrestricted$1,000
CONVENT OF THE SACRED HEART
ONE EAST 91ST STNEW YORKNY10128N/APCGeneral & Unrestricted$1,000
COVE CENTER FOR GRIEVING CHILDREN INC
1113 A SOUTH MAIN STCHESHIRECT06410N/APCGeneral & Unrestricted$1,000
DENISON UNIVERSITY
PO BOX 2007MOUNT VERNONOH43050N/APCGeneral & Unrestricted$1,000
FEEDING AMERICA
PO BOX 96749WASHINGTONDC20090N/APCGeneral & Unrestricted$2,000
GILCHRIST HOSPICE CARE INC
11311 MCCORMICK RD STE 350HUNT VALLEYMD21031N/APCGeneral & Unrestricted$1,000
HABITAT FOR HUMANITY OF COASTAL FAIRFIELD COUNTY I
1785 STRATFORD AVESTRATFORDCT06615N/APCGeneral & Unrestricted$2,000
HOOSAC SCHOOL
PO BOX 8HOOSICKNY12089N/APCGeneral & Unrestricted$48,000
HOTCHKISS SCHOOL
11 INTERLAKEN RDLAKEVILLECT06039N/APCGeneral & Unrestricted$5,000
INSPIRICA INC
141 FRANKLIN STSTAMFORDCT06901N/APCGeneral & Unrestricted$1,000
JOHN E FOGARTY FOUNDATION FOR PERSONS WITH INTELLE
C/O T MCANDREW ONE TURKS HEAD PLPROVIDENCERI02903N/APCGeneral & Unrestricted$1,000
LOYOLA UNIVERSITY MARYLAND INC
4501 NORTH CHARLES STBALTIMOREMD21210N/APCGeneral & Unrestricted$3,000
MCLEAN HOSPITAL CORPORATION
115 MILL ST M/S 126BELMONTMA02478N/APCGeneral & Unrestricted$4,000
OPERATION HOPE OF FAIRFIELD INC
636 OLD POST RDFAIRFIELDCT06824N/APCGeneral & Unrestricted$2,000
PARKINSONS FOUNDATION INC
5757 WATERFORD DISTRICT DR STE 310MIAMIFL33126N/APCParkinson's Champions$2,000
PRESIDENT & TRUSTEES OF COLBY COLLEGE
173 MAIN ST STE 201WATERVILLEME04901N/APCGeneral & Unrestricted$10,000
ROANOKE COLLEGE
221 COLLEGE LNSALEMVA24153N/APCGeneral & Unrestricted$1,000
ST JOHN THE EVANGELIST
9 GLEN RDWELLESLEYMA02481N/APCGeneral & Unrestricted$1,000
ST THOMAS CHURCH
1719 POST RDFAIRFIELDCT06824N/APCGeneral & Unrestricted$1,000
THE FLYNN FOUNDATION INC
8 HARBOR DRWESTERLYRI02891N/APCGeneral & Unrestricted$2,000
THE MARITIME AQUARIUM AT NORWALK INC
10 N WATER STSOUTH NORWALKCT06854N/APCGeneral & Unrestricted$1,000
THE ONE LOVE FOUNDATION IN HONOR OF YEARDLEY LOVE
PO BOX 69589BALTIMOREMD21264N/APCGeneral & Unrestricted$3,000
THE SOUTHPORT SCHOOL INC
214 MAIN STSOUTHPORTCT06890N/APCGeneral & Unrestricted$3,000
THE YOUNG MENS CHRISTIAN ASSOCIATION OF THE TRIANG
801 CORPORATE CENTER DR STE 200RALEIGHNC27607N/APCCamp Seafarer$5,000
UNIVERSITY OF MIAMI
PO BOX 248073CORAL GABLESFL33124N/APCGeneral & Unrestricted$3,000
VILLANOVA UNIVERSITY
800 E LANCASTER AVEVILLANOVAPA19085N/APCGeneral & Unrestricted$3,000
WELLESLEY EDUCATION FOUNDATION INC
PO BOX 812321WELLESLEYMA02482N/APCGeneral & Unrestricted$3,000
WORLD WILDLIFE FUND INC
1250 24TH ST NWWASHINGTONDC20037N/APCGeneral & Unrestricted$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$125,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$607ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,816ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$90,884ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$108,307ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,307TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$82,443$3,697,296
INVESCO QQQ TRUST$42,689$546,736

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$20,228$20,228
Bank Charges$80$80
State or Local Filing Fees$25$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2024CategoryTxt
Amt$2,200Amt