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KATHARINE B SUTPHIN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
KATHARINE B SUTPHIN FOUNDATION INC (EIN 47-2544074)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349103901
Schema version
2024v5.0
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)
Return2025-05-14T15:06:09-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN271841852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WCG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 INDIANA SQ STE 2050AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46204ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472544074EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHARINE B SUTPHIN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKATHBusinessNameControlTxt
Phone3175146787PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11505 N DELAWARE STAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOANNA B TAFTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3175146787PhoneNum
Signature2025-05-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANGELA D GINTERPreparerPersonNm
PTINP00156926PTIN
Phone3172641795PhoneNum
Preparation2025-05-14PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$15,989,162FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$351,724ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$117InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$117InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$117InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$290,270DividendsRevAndExpnssAmt
Dividends Net Invst Incm$279,435DividendsNetInvstIncmAmt
Dividends Adj Net Incm$290,270DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$822,851NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,375,671GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$109,929CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,464,962TotalRevAndExpnssAmt
Total Net Invst Incm$389,481TotalNetInvstIncmAmt
Total Adj Net Incm$290,387TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,970AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,955AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$53,427OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$53,427OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$3,642TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,642TaxesNetInvstIncmAmt
Occupancy Rev And Expnss$25,000OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,000OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$20,000OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$9,406OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$705OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$8,701OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$96,400TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$64,744TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$31,656TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$651,544ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$651,544ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$747,944TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$64,744TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$683,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$717,018ExcessRevenueOverExpensesAmt
Net Investment Income$324,737NetInvestmentIncomeAmt
Adjusted Net Income$290,387AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$146,936CashBOYAmt
Cash EOY$318,510CashEOYAmt
Cash EOYFMV$318,510CashEOYFMVAmt
Sav And Temp Cash Invst BOY$510,722SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$58,696SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$58,696SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$12,301,195CorporateStockBOYAmt
Corporate Stock EOY$13,305,456CorporateStockEOYAmt
Corporate Stock EOYFMV$15,589,055CorporateStockEOYFMVAmt
Other Investments BOY$29,692OtherInvestmentsBOYAmt
Other Investments EOY$22,901OtherInvestmentsEOYAmt
Other Investments EOYFMV$22,901OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,988,545TotalAssetsBOYAmt
Total Assets EOY$13,705,563TotalAssetsEOYAmt
Total Assets EOYFMV$15,989,162TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$12,988,545NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$13,705,563NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$12,988,545TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$13,705,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,988,545TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$13,705,563TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,988,545TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$717,018ExcessRevenueOverExpensesAmt
Subtotal$13,705,563SubtotalAmt
Tot Net Ast Or Fund Balances EOY$13,705,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$109,929CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,514InvestmentIncomeExciseTaxAmt
Subtotal$4,514SubtotalAmt
Tax Based On Investment Income$4,514TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Tax Due$1,314TaxDueAmt

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 StateINOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOANNA B TAFTIndividualWithBooksNm
Phone3175146787PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11505 N DELAWARE STAddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46202ZIPCd
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
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOANNA B TAFT
1505 N DELAWARE STINDIANAPOLISIN46202PRESIDENT000.00$0$0$0
MADELINE SUTPHIN
240 E 70TH STINDIANAPOLISIN46220SECRETARY000.00$0$0$0
DAVID WELLWERTS
701 KESSLER BLVDINDIANAPOLISIN46228DIRECTOR000.00$0$0$0
CHARLIE SUTPHIN
250 E 70TH STINDIANAPOLISIN46220TREASURER000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$14,759,069AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$379,114AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,908FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,140,091TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$15,140,091AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$227,101CashDeemedCharitableAmt
Net Vl Noncharitable Assets$14,912,990NetVlNoncharitableAssetsAmt
Minimum Investment Return$745,650MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$745,650MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,514TaxBasedOnInvestmentIncomeAmt
Total Tax$4,514TotalTaxAmt
Distributable Before Adj$741,136DistributableBeforeAdjAmt
Distributable Before Ded$741,136DistributableBeforeDedAmt
Distributable As Adjusted$741,136DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$683,200ExpensesAndContributionsAmt
Qualifying Distributions$683,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$741,136DistributableAsAdjustedAmt
Undistributed Income PY$635,242UndistributedIncomePYAmt
Qualifying Distributions$683,200QualifyingDistributionsAmt
Applied To Year1$635,242AppliedToYear1Amt
Applied To Current Year$47,958AppliedToCurrentYearAmt
Undistributed Income CY$693,178UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ESKENAZI HEALTH FOUNDATION
720 ESKENAZI AVEINDIANAPOLISIN46202501 (C)(3)OPERATING GRANT$50,000
IU FOUNDATION
340 W MICHIGAN STINDIANAPOLISIN46202501 (C)(3)MATCHING GRANT$2,000
INTEND INDIANA
1704 BELLEFONTAINE STINDIANAPOLISIN46202501 (C)(3)POLKLORE GRANT$50,000
INDIANAPOLIS FILM PROJECT
1258 WINDSOR STINDIANAPOLISIN46204501 (C)(3)KANKAN/THE KATE$60,000
HERRON HIGH SCHOOL
110 E 16TH STINDIANAPOLISIN46202501 (C)(3)MATCHING GRANT$25,000
HARRISON CENTER
1505 N DELAWARE STINDIANAPOLISIN46202501 (C)(3)OPERATING GRANT$75,000
HARRISON CENTER
1505 N DELAWARE STINDIANAPOLISIN46202501 (C)(3)ARTIST SUPPORT GRANT$100,000
HARRISON CENTER
1505 N DELAWARE STINDIANAPOLISIN46202501 (C)(3)OPERATING GRANT$5,000
HARRISON CENTER
1505 N DELAWARE STINDIANAPOLISIN46202501 (C)(3)MATCHING GRANT$5,000
HARRISON CENTER
1505 N DELAWARE STINDIANAPOLISIN46202501 (C)(3)SUTPHIN/ARTIST GRANT$26,544
COVENANT COLLEGE
14049 SCENIC HIGHWAYLOOKOUT MOUNTAINGA30750501 (C)(3)MATCHING GRANT$4,000
BIG CAR MEDIA
1125 CRUFT STINDIANAPOLISIN46203501 (C)(3)BIG LUBE GRANT$30,000
HEART CHANGE MINISTRIES
1405 N TUXEDO STINDIANAPOLISIN46201501(C)(3)MATCHING GRANT$2,000
INDIANAPOLIS ART CENTER
820 E 67TH STINDIANAPOLISIN46220501(C)(3)GRANT$100,000
INDIANAPOLIS ART CENTER
820 E 67TH STINDIANAPOLISIN46220501(C)(3)GRANT$25,000
THE OAKS ACADEMY
1301 E 16TH STINDIANAPOLISIN46202501(C)(3)OPERATING GRANT$25,000
THE OAKS ACADEMY
1301 E 16TH STINDIANAPOLISIN46202501(C)(3)MATCHING GRANT$5,000
CIRCLE CITY FELLOWS
6542 GROSVENOR PLINDIANAPOLISIN46220501(C)(3)MATCHING GRANT$500
ARTMIX
1505 N DELAWAREINDIANAPOLISIN46202501(C)(3)OPERATING GRANT$25,000
ARTMIX
1505 N DELAWAREINDIANAPOLISIN46202501(C)(3)MATCHING GRANT$1,000
PATTERN INDIANAPOLIS
1060 N CAPITAL AVEINDIANAPOLISIN46204501(C)(3)OPERATING GRANT$5,000
HERRON HIGH SCHOOL
110 E 16TH STINDIANAPOLISIN46202501(C)(3)OPERATING GRANT$30,000
INDIANAPOLIS LIBRARY FOUNDATION
2450 N MERIDIAN STINDIANAPOLISIN46208501(C)(3)MATCHING GRANT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$651,544TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$117ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$290,270ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$109,929ExclusionAmt
Related Or Exempt Function Incm$712,922RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$400,316ExclusionAmt
Related Or Exempt Function Incm$712,922RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,113,238TotalIncomeProducingActyAmt

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

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 Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KATHARINE B SUTPHIN CLATBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line111715 FOX RD STE 400-225AddressLine1Txt
CityINDIANAPOLISCityNm
State AbbreviationINStateAbbreviationCd
ZIP46236ZIPCd
FieldValueIRS element (for citing)
Total Contributions$351,724TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,925Amt
Net Investment Income$1,970NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,955DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
NATIONAL FIN SVCS LLC 067431PURCHASE$35,163$34,967$196
NATIONAL FIN SVCS LLC 067431PURCHASE$901,642$859,960$41,682
NATIONAL FIN SVCS LLC 050723PURCHASE$810,946$812,204-$1,258
NATIONAL FIN SVCS LLC 071911PURCHASE$8,861$7,648$1,213
NATIONAL FIN SVCS LLC 071911PURCHASE$1,846,511$1,315,356$531,155
NATIONAL FIN SVCS LLC 067430PURCHASE$907,262$892,628$14,634
NATIONAL FIN SVCS LLC 067430PURCHASE$755,357$630,057$125,300

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ROCKEFELLER A/C 050723$545,388$599,427
ROCKEFELLER A/C 071911$8,807,100$11,013,522
ROCKEFELLER A/C 067430$879,894$896,568
ROCKEFELLER A/C 067431$3,073,074$3,079,538

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemACCRUED DIVIDEND RECEIVABLESCategoryOrItemTxt
Book Value$22,901BookValueAmt
EOYFMV$22,901EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE$1,178$471$707
KBS INVITATIONAL-ART EXHIBIT$4,494$4,494
MARKETING EXPENSES$3,500$3,500
MISCELLANEOUS EXPENSES$234$234

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES$52,789$52,789
PROFESSIONAL FEES$638$638

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXES PAIDCategoryTxt
Amt$3,642Amt
Net Investment Income$3,642NetInvestmentIncomeAmt

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