NEWMAN FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NEWMAN FAMILY FOUNDATION (EIN 38-7197017)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-04-17
IRS object ID
202341079349100809
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-17T10:36:39-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11525 VALLEY CENTER PARKWAY STE 300AddressLine1Txt
CityBETHLEHEMCityNm
State AbbreviationPAStateAbbreviationCd
ZIP180172285ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387197017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWMAN FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MICHAEL S WILLIAMS ESQUIREBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlNEWMBusinessNameControlTxt
Phone2673693341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S 17TH STREET STE 820AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDANIEL NEWMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2673693341PhoneNum
Signature2023-04-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDANIELPersonFirstNm
Person LastNEWMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTAMMIE L YEARWOOD CPAPreparerPersonNm
PTINP00194525PTIN
Phone6104335501PhoneNum
Preparation2023-04-17PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,602,709FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$65InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$65InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,558DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,558DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$26,732NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$186,211GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$12,109TotalRevAndExpnssAmt
Total Net Invst Incm$14,623TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$274TaxesRevAndExpnssAmt
Taxes Net Invst Incm$274TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,494OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,494OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,768TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,768TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$163,218TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,768TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$175,327ExcessRevenueOverExpensesAmt
Net Investment Income$11,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$45,063CashBOYAmt
Cash EOY$31,675CashEOYAmt
Cash EOYFMV$31,675CashEOYFMVAmt
Corporate Stock BOY$3,719,764CorporateStockBOYAmt
Corporate Stock EOY$3,657,428CorporateStockEOYAmt
Corporate Stock EOYFMV$3,571,034CorporateStockEOYFMVAmt
Other Investments BOY$99,603OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,864,430TotalAssetsBOYAmt
Total Assets EOY$3,689,103TotalAssetsEOYAmt
Total Assets EOYFMV$3,602,709TotalAssetsEOYFMVAmt
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$3,864,430RetainedEarningBOYAmt
Retained Earning EOY$3,689,103RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,864,430TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,689,103TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,864,430TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,689,103TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,864,430TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$175,327ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,689,103SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,689,103TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySALE OF PUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$186,211GrossSalesPriceAmt
Cost Or Other Basis$212,943CostOrOtherBasisAmt
Gain Or Loss-$26,732GainOrLossAmt
Gains Minus Excess Or Losses-$26,732GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$26,732CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$165InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$165SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$165TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,324EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$16,324TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$16,159OverpaymentAmt
Applied To ES Tax$16,159AppliedToESTaxAmt
Refund$0RefundAmt

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 StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2673693341PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 S 17TH STREET STE 820AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY HARTLEY NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
ELISSA KRAMER
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
DANIEL NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
DAVID NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$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$3,804,940AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$19,083AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,824,023TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,824,023AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$57,360CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,766,663NetVlNoncharitableAssetsAmt
Minimum Investment Return$188,333MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$188,333MinimumInvestmentReturnAmt
Tax Based On Investment Income$165TaxBasedOnInvestmentIncomeAmt
Total Tax$165TotalTaxAmt
Distributable Before Adj$188,168DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$188,168DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$188,168DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$188,168DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$48,363ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$48,363TotalExcessDistributionCyovAmt
Qualifying Distributions$160,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$160,450AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$27,718ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$27,718ExcessDistributionCyovAppCYAmt
Total Corpus$20,645TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$20,645ExcessDistriCyovToNextYrAmt
Excess From Year2$20,645ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAY HARTLEY NEWMANContributingManagerNm
Contributing ManagerELISSA KRAMERContributingManagerNm
Contributing ManagerDANIEL NEWMANContributingManagerNm
Contributing ManagerDAVID NEWMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALLET COLLECTIVE
720 FORT WASHINGTON AVE 4JNEW YORKNY10040NONEPCARTS COLLABORATION$15,000
FRIENDS OF WETHERSFIELD
88 WETHERSFIELD WAYAMENIANY12501NONEPCFINANCIAL RELIEF$1,000
FRIENDS SEMINARY
222 E 16TH STNEW YORKNY10003NONEPCRELIGIOUS CONNECTION$500
GRACE CHURCH SCHOOL
86 4TH AVENEW YORKNY10003NONEPCRELIGIOUS CONNECTION$500
GRAND CENTRAL ATELIER
15-19 DECATUR STREETRIDGEWOODNJ11385NONEPCART EDUCATION$30,000
GREENWICH HOUSE - MUSIC SCHOOL
46 BARROW STREETNEW YORKNY10014NONEPCPERFORMING ARTS$20,000
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVECAMBRIDGEMA02138NONEPCEDUCATION$500
HIAS
PO BOX 97077WASHINGTONDC20090NONEPCHUMANITARIAN AID$1,500
HOMELESS CHILDREN'S FOUNDATION
6001 HWY A1AINDIAN RIVER SHORESFL32963NONEPCSUPPORT FOR HOMELESS CHILDREN$10,000
IMPACT 100 INDIAN RIVER COUNTY
PO BOX 643425VERO BEACHFL32964NONEPCEDUCATIONAL ADVOCACY$1,100
JAMESTOWN FOUNDATION
1310 L ST NW SUITE 810WASHINGTONDC20005NONEPCEDUCATIONAL ADVOCACY$10,000
MANHATTAN INSTITUTE
52 VANDERBILT AVENUENEW YORKNY10017NONEPCECONOMIC LEADERSHIP$10,000
MASHOMACK COMMUNITY FUND
1120 5TH AVENEW YORKNY10128NONEPCCOMMUNITY SUPPORT$1,000
MCKEE BOTANICAL GARDEN
350 US HIGHWAY 1VERO BEACHFL32962NONEPCENVIRONMENTAL PRESERVATION$5,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028NONEPCARTS SUPPORT$1,500
MIAMI CITY BALLET
2200 LIBERTY AVEMIAMI BEACHFL33139NONEPCPERFORMING ARTS$30,000
MILLERTON NY FIRE DEPARTMENT
24 CENTURY BLVDMILLERTONNY12546NONEPCPUBLIC SERVICES$200
MUSEUM OF MODERN ART
11 WEST 53RD STNEW YORKNY10019NONEPCARTS SUPPORT$550
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023NONEPCPERFORMING ARTS$2,000
NYU GROSSMAN SCHOOL OF MEDICINE
550 FIRST AVENUENEW YORKNY10016NONEPCMEDICAL SCHOOL SUPPORT$2,500
PPSENFL FUNDRAISING
2300 N FLORIDA MANGO RDWEST PALM BEACHFL33409NONEPCFAMILY PLANNING ADVOCACY$2,500
RIVERSIDE THEATRE
3250 RIVERSIDE PARK DRVERO BEACHFL32963NONEPCPERFORMING ARTS$12,100
UNIVERSITY OF PENNSYLVANIA
3533 LOCUST WALKPHILADELPHIAPA19104NONEPCCOLLEGIATE SUPPORT$2,500
YALE UNIVERSITY
157 CHURCH STREETNEW HAVENCT06510NONEPCEDUCATION$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,450TotalGrantOrContriPdDurYrAmt
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$65ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,558ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$26,732ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$12,109ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$12,109TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
JP MORGAN #9006 - EQUITY - DETAIL AVAILABLE UPON REQUEST$2,831,257$2,771,772
JP MORGAN #1006 - EQUITY - DETAIL AVAILABLE UPON REQUEST$211,592$187,933
JP MORGAN #9006 - FIXED INCOME - DETAIL AVAILABLE UPON REQUEST$614,579$611,329

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescINVESTMENT FEESDesc
Revenue And Expenses Per Books$2,494RevenueAndExpensesPerBooksAmt
Net Investment Income$2,494NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$274Amt
Net Investment Income$274NetInvestmentIncomeAmt
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.