BETA

JBJ FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JBJ FOUNDATION INC (EIN 72-1421150)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-11
IRS object ID
202421029349100917
Schema version
2023v5.0
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)
Return2024-04-11T13:55:23-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN640319291PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SILAS SIMMONS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4550AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114550ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN721421150EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JBJ FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJBJFBusinessNameControlTxt
Phone3183870281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4570AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBISHOP JOHNSTONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3183870281PhoneNum
Signature2024-04-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBISHOPPersonFirstNm
Person LastJOHNSTONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAUSTIN HOGUE CPAPreparerPersonNm
PTINP02254351PTIN
Phone3183234481PhoneNum
Preparation2024-04-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$804,909FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$21,883DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,883DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$21,883TotalRevAndExpnssAmt
Total Net Invst Incm$21,883TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,600AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$7,724OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,334TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$72,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$72,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$82,234TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$60,351ExcessRevenueOverExpensesAmt
Net Investment Income$21,883NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,432CashBOYAmt
Cash EOY$13,922CashEOYAmt
Cash EOYFMV$13,922CashEOYFMVAmt
Corporate Stock BOY$761,922CorporateStockBOYAmt
Corporate Stock EOY$790,987CorporateStockEOYAmt
Corporate Stock EOYFMV$790,987CorporateStockEOYFMVAmt
Total Assets BOY$770,354TotalAssetsBOYAmt
Total Assets EOY$804,909TotalAssetsEOYAmt
Total Assets EOYFMV$804,909TotalAssetsEOYFMVAmt
Deferred Revenue BOY$439,745DeferredRevenueBOYAmt
Deferred Revenue EOY$534,651DeferredRevenueEOYAmt
Total Liabilities BOY$439,745TotalLiabilitiesBOYAmt
Total Liabilities EOY$534,651TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$330,609NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$270,258NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$330,609TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$270,258TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$770,354TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$804,909TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$330,609TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$60,351ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$270,258SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$270,258TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$304InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$304SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$304TaxBasedOnInvestmentIncomeAmt
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$0EsPenaltyAmt
Tax Due$304TaxDueAmt

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 StateLAOrgReportOrRegisterStateCd
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 AddressHTTP://WWW.990PF.COM/LOOKUP.HTMWebsiteAddressTxt
Individual With BooksJODI LYLEIndividualWithBooksNm
Phone3183870281PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4570AddressLine1Txt
CityMONROECityNm
State AbbreviationLAStateAbbreviationCd
ZIP712114570ZIPCd
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
J BISHOP JOHNSTON
2786 POINT DRIVEMONROELA71201PRESIDENT0.00$0$0$0
DOROTHY J JOHNSTON
2786 POINT DRIVEMONROELA71201SECRETARY0.00$0$0$0
ELIZABETH J GUERRIERO
2757 POINT DRIVEMONROELA71201BOARD0.00$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$731,427AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$10,792AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$742,219TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$742,219AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$11,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$731,086NetVlNoncharitableAssetsAmt
Minimum Investment Return$36,554MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,900QualifyingDistributionsAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Private Operating Fndtn Ruling1999-03-29PrivateOperatingFndtnRulingDt
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$72,900CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$72,900TotalAmt

Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$0TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$72,900CurrentYearAmt
Year1$0Year1Amt
Year2$0Year2Amt
Year3$0Year3Amt
Total$72,900TotalAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
Current Year$804,909CurrentYearAmt
Total$804,909TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

FieldValueIRS element (for citing)
Current Year$804,909CurrentYearAmt
Total$804,909TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Support TotalSupportGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Public Support Type PublicSupportType

FieldValueIRS element (for citing)
Total$0TotalAmt

Largest Support From EO LargestSupportFromEOGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALL SAINTS ANGLICAN CHURCH
4201 FORSYTHE AVEMONROELA71201PUBLICRELIGIONRELIGION$2,650
SEEKER SPRINGS MINISTRY
1280 OKALOOSA RDEROSLA71238PUBLICRELIGIONDISABLE$150
CHENNAULT AVIATION & MILITARY MUSEUM
701 KANSAS LANEMONROELA71201PUBLICHISTORICALHISTORICAL$150
OUACHITA COUNCIL ON AGING
2407 FERRAND STMONROELA71201PUBLICELDERLY NEEDNEED$700
LOUISIANA DELTA BALLET
710 LA-139MONROELA71203PRIVATEARTSARTEDUCATION$2,500
MOUNT OLIVE BAPTIST CHURCH
500 SWAYZE STMONROELA71201PUBLICRELIGION$100
ST FREDERICK HIGH SCHOOL
3300 WESTMINISTER AVEMONROELA71201PRIVATEEDUCATION$150
THE UNITED WAY OF NORTHEAST LOUISIANA
1201 HUDSON LANEMONROELA71201PUBLICRESEARCH$12,000
ULM
DESIARD STREETMONROELA71203PUBLICEDUCATION$1,100
JESUS THE GOOD SHEPHERD CHURCH
2510 EMERSON STMONROELA71201PUBLICRELIGION$100
PARKVIEW BAPTIST CHURCH
1001 FORSYTHE AVEMONROELA71201PUBLICRELIGION$10,000
ULM MEN'S ATHLETIC ASSOCIATION
DESIARD STREETMONROELA71203PUBLICATHLETICATHLETIC$5,000
ST VINCENT DE PAUL PHARMACY
502 GRAMMONT STREETMONROELA71201PUBLICNEED$500
DELHI GARDEN CLUB CLEANUP FUND
100 COUNTRY CLUB RDDELHILA71232PUBLICCOMMUNITY BEAUTIFICATION$3,000
COURTLYNN'S COMPASS
865 MOSS RDWINNSBOROLA71295PRIVATERESEARCH$21,000
CENTER FOR CHILDREN AND FAMILIES
622 RIVERSIDE DR MONROEMONROELA71201PUBLICNEED$2,000
TREY ALTICK FOUNDATION
2804 KILPATRICK BLVDMONROELA71201PRIVATENEED$100
GRACE EPISCOPAL CHURCH
405 GLENMAR AVEMONROELA71201PUBLICRELIGIOUS$250
TWIN CITY BALLET
2905 DESOTOMONROELA71201PRIVATEARTS$2,000
JOHN CLARKE PERRY FOUNDATION
4213 ADELINE LANEMONROELA71201PUBLICMEDICAL NEED$5,000
MAYO CLINIC
102 THOMAS RD STE 113WEST MONROELA71291PUBLICRESEARCH$2,000
MISSION ANGLICAN CHURCH
4201 FORSYTHE AVEMONROELA71201PUBLICRELIGION$2,000
CHILDRENS MUSEUM
323 WALNUTMONROELA71201PUBLICARTS$250
PILOTS FOR PATIENTS
3127 MERCEDES DRIVEMONROELA71201PRIVATEMEDICAL NEED$100
NEW IONA PRESBYTERIAN CHURCH
1403 WELLERMAN RDWEST MONROELA71291PUBLICRELIGIOUS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$72,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business900001BusinessCd
Unrelated Business Taxbl Incm$21,883UnrelatedBusinessTaxblIncmAmt
Exclusion07ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$21,883UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$21,883TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEECategoryTxt
Amt$1,600Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockINVESTMENTS-CORPORATE STOCKStockNm
EOY Book Value$790,987EOYBookValueAmt
EOYFMV$790,987EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescDUES AND SUBSCRIPTIONSDesc
Revenue And Expenses Per Books$10RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryASSET MANAGEMENT FEECategoryTxt
Amt$7,724Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.