THE MARGARET STEWART LINDSAY FOUNDATION OF 1989: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
THE MARGARET STEWART LINDSAY FOUNDATION OF 1989 (EIN 04-3382858)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-13
IRS object ID
202343179349100984
Schema version
2022v5.0
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)
Return2023-11-13T08:25:39-08:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JKJ Tax Compliance & PlanningBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1106 Chandlers WharfAddressLine1Txt
CityPortlandCityNm
State AbbreviationMEStateAbbreviationCd
ZIP04101ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043382858EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARGARET S LINDSAY FOUNDATION OF 1989BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMARGBusinessNameControlTxt
Phone6177332020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1320 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJBRIAN POTTSPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone6177332020PhoneNum
Signature2023-11-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJBRIANPersonFirstNm
Person LastPOTTSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJILL K JAWORSKIPreparerPersonNm
PTINP01082870PTIN
Phone9788849962PhoneNum
Preparation2023-11-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,028,915FMVAssetsEOYAmt
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$53,124DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,024DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$6,858NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$578,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$6,858CapGainNetIncmNetInvstIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$14,697OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$11,073OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$74,679TotalRevAndExpnssAmt
Total Net Invst Incm$45,809TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$80,000CompOfcrDirTrstNetInvstIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,987AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$1,987AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$0OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$63TaxesRevAndExpnssAmt
Taxes Net Invst Incm$63TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$172TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$172TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$47OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$12OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$35OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$82,269TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$80,075TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,194TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$285,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$285,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$367,269TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$80,075TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$287,194TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$292,590ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$474,275SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$608,318SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$608,318SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY$143,538USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$143,414USGovtObligationsEOYFMVAmt
Corporate Stock BOY$2,407,876CorporateStockBOYAmt
Corporate Stock EOY$1,803,340CorporateStockEOYAmt
Corporate Stock EOYFMV$3,141,902CorporateStockEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$978,162OtherInvestmentsBOYAmt
Other Investments EOY$1,012,527OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,135,281OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$0OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$3,860,313TotalAssetsBOYAmt
Total Assets EOY$3,567,723TotalAssetsEOYAmt
Total Assets EOYFMV$5,028,915TotalAssetsEOYFMVAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Additional Paid In Capital BOY$3,860,313AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$3,567,723AdditionalPaidInCapitalEOYAmt
Tot Net Ast Or Fund Balances BOY$3,860,313TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,567,723TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,860,313TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,567,723TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,860,313TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$292,590ExcessRevenueOverExpensesAmt
Subtotal$3,567,723SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,567,723TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIES-VANGUARDPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2021-01-01AcquiredDt
Sold2022-12-31SoldDt
Gross Sales Price$578,094GrossSalesPriceAmt
Depreciation$0DepreciationAmt
Cost Or Other Basis$571,236CostOrOtherBasisAmt
Gain Or Loss$6,858GainOrLossAmt
FMV As Of123169$0FMVAsOf123169Amt
Adjusted Basis As Of123169$0AdjustedBasisAsOf123169Amt
Excess FMV Over Adjusted Bss$0ExcessFMVOverAdjustedBssAmt
Gains Minus Excess Or Losses$6,858GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$6,858CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$0SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,776EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,776TotalPaymentsAndCreditsAmt
Original Return Overpayment-$4,776OriginalReturnOverpaymentAmt
Overpayment$4,776OverpaymentAmt
Applied To ES Tax$4,776AppliedToESTaxAmt

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 StateMAOrgReportOrRegisterStateCd
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 BooksJBRIAN POTTSIndividualWithBooksNm
Phone6177332020PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1320 CONANT ROADAddressLine1Txt
CityWESTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02493ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
KATHLEEN M MCCARTHY ESQ
9082 SAHAEE COURTNAPLESFL34114TRUSTEE4.00$20,000$0$0
JBRIAN POTTS
320 CONCANT ROADWESTONMA02493TRUSTEE4.00$20,000$0$0
GINA REGINA
31 CRANBERRY RUNEAST FALMOUTHMA02536TRUSTEE4.00$20,000$0$0
DAVID H VAUGHN
10 PERRY ROADNATICKMA01760TRUSTEE4.00$20,000$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$5,042,983AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$563,695FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,606,678TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,606,678AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$84,100CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,522,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$276,129MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$276,129MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$276,129DistributableBeforeAdjAmt
Distributable Before Ded$276,129DistributableBeforeDedAmt
Distributable As Adjusted$276,129DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$287,194ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$287,194QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$276,129DistributableAsAdjustedAmt
Undistributed Income PY$77,629UndistributedIncomePYAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$0ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$287,194QualifyingDistributionsAmt
Applied To Year1$77,629AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$209,565AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$66,564UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$0ExcessFromYear2Amt
Excess From Year1$0ExcessFromYear1Amt
Excess From Current Year$0ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNAContributingManagerNm
Shareholder ManagerNAShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE SAMARITANS
41 WEST STREET 4TH FLOORBOSTONMA02111PCPROVIDES LIFE SAVINGSUICIDE PREVENTION SERVICES$50,000
THE ELLIE FUND
200 RESERVOIR STREET SUITE 300NEEDHAMMA02494PCSUPPORTING BREAST CANCERPATIENTS WITH ESSENTIALSERVICES TO EASE THE STRESS$25,000
SHELTER MUSIC BOSTON
1337 MASSACHUSETTS AVE 116ARLINGTONMA02476PCMUSIC FOR ORGANIZATIONSDEDICATED TO HELPING PEOPLEWHO ARE HOMELESS OR RECOVERING$25,000
LUCY LOVE BUS
21 WATER STREET SUITE 302AMESBURYMA01913PCTO IMPROVE QUALITY OF LIFEFOR CHILDREN WITH CANCER & LIFE THREATENING ILLNESS$25,000
COURAGEOUS PARENTS NETWORK
21 ROCHESTER ROADNEWTONMA02458PCEMPOWERS FAMILIES ANDPROVIDERS CARING FORCHILDREN WITH SERIOUS ILLNESS$75,000
MARTHA VINEYARD CANCER SUPPORT
PO BOX 2214VINEYARD HAVENMA02568PCENHANCE QUALITY OF LIFEFOR CANCER PATIENTS & FAMILIESBY SUPPORT GROUPS & FINACIAL SUPPORT$10,000
CAMP CASCO
PO BOX 330SUDBURYMA01776PCHELPING KIDS AFFECTEDBY CHILDHOOD CANCER$5,000
HALE EDUCATION INC
80 CARBY STREETWESTWOODMA02090PFPROVIDE EDUCATION TOINSPIRE LEARNING EMPOWERUS TO LEAD & UNITE PEOPLE$15,000
ARTS WAYLAND
PO BOX 272WAYLANDMA01778PFTO PROMOTE CREATIVE EXPRESSIONTO INSPIRE, MOTIVATE & SUPPORTARTISTS OF ALL MEDIUMS$25,000
HOSPITALITY HOMES
PO BOX 15265BOSTONMA02215PFHELP PATIENTS FROM OUT OF TOWNOVERCOME A KEY OBSTACLE TOTHEIR HOPE FOR CARE IN BOSTON$10,000
COMMUNITY MUSIC CENTER
34 WARREN AVENUEBOSTONMA02116PFMISSION TO TRANSFORM LIVESBY PROVIDING EQUITABLE ACCESSTO MUSIC EDUCATION & ARTS EXPERIENCES$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$285,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,024ExclusionAmt
Related Or Exempt Function Incm$3,100RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$6,858ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTY RECEIPTSDesc
Exclusion15ExclusionCd
Exclusion$14,544ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$71,579ExclusionAmt
Related Or Exempt Function Incm$3,100RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,679TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number4LineNumberTxt
Relationship StatementINTEREST WAS EXCLUDED FROM GROSS INCOME BY SECTION 103RelationshipStatementTxt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJKJ Tax Compliance TAX PREPARATIONCategoryTxt
Amt$1,987Amt
Disbursements Charitable Prps$1,987DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

Gross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
$571,692$571,236$456
$6,402$6,402

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED STOCKStockNm
EOY Book Value$1,803,340EOYBookValueAmt
EOYFMV$3,141,902EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$143,538USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$143,414USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
OTHER ALT INVESTMENTS-SEE DETAIL ATTACHED$979,227$1,087,801
OTHER INVESTMENT-PARTNERSHIP$33,300$47,480

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
STATE FILING FEE$35$35
BANK FEES$12$12

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTY$14,544$14,544
PARTNERSHIP ACTIVITY$0-$27,062
NONDIVIDEND DISTRIBUTION$221$0
CASH IN LIEU$30$30
PARTNERSHIP-FINAL-$98$1,415

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$63Amt
Net Investment Income$63NetInvestmentIncomeAmt

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