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LEHMAN FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEHMAN FOUNDATION (EIN 20-8089328)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-13
IRS object ID
202201339349104035
Schema version
2020v4.1
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)
Return2022-05-13T16:20:41-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWNPCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11800 DIAGONAL RD STE 495AddressLine1Txt
CityALEXANDRIACityNm
State AbbreviationVAStateAbbreviationCd
ZIP22314ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208089328EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEHMAN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% CHRIS RUDISILLInCareOfNm
Business Name ControlLEHMBusinessNameControlTxt
Phone7034186095PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11054 CREAMERY ROADAddressLine1Txt
CityNEWTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP18940ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN LEHMANPersonNm
Person TitleCHAIRMAN/TREASURERPersonTitleTxt
Phone7034186095PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastLEHMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDONALD C SEAYPreparerPersonNm
PTINP00474326PTIN
Phone7036840600PhoneNum
Preparation2022-05-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,731,451FMVAssetsEOYAmt
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$50InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$50InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,697DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$104,950NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$310,718GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$161,100CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,018OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$148,715TotalRevAndExpnssAmt
Total Net Invst Incm$202,847TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,327AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,163AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,164AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,500TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$5,827TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,163TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,164TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$180,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$180,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$185,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,163TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$182,164TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$37,112ExcessRevenueOverExpensesAmt
Net Investment Income$200,684NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$190,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$5,014SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$5,014SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,601,938CorporateStockBOYAmt
Corporate Stock EOY$2,750,384CorporateStockEOYAmt
Corporate Stock EOYFMV$4,726,437CorporateStockEOYFMVAmt
Total Assets BOY$2,792,510TotalAssetsBOYAmt
Total Assets EOY$2,755,398TotalAssetsEOYAmt
Total Assets EOYFMV$4,731,451TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,792,510RetainedEarningBOYAmt
Retained Earning EOY$2,755,398RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,792,510TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,755,398TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,792,510TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,755,398TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,792,510TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$37,112ExcessRevenueOverExpensesAmt
Subtotal$2,755,398SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,755,398TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
2050 SHARES SPDR S&P DIV ETFP2014-01-102020-10-15$198,027$147,886$50,141$50,141
510 SHRS VERISK ANALYTICSD2014-06-012020-12-04$99,764$1,510$98,254$98,254
75 SHRS VERISK ANALYTICSD2014-06-012021-06-04$12,927$222$12,705$12,705
FieldValueIRS element (for citing)
Capital Gain Net Income$161,100CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,790InvestmentIncomeExciseTaxAmt
Subtotal$2,790SubtotalAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$789EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$5,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,789TotalPaymentsAndCreditsAmt
Overpayment$2,999OverpaymentAmt
Applied To ES Tax$2,999AppliedToESTaxAmt

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 StatePAOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1CHRIS RUDISILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7034186095PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11700 N MOORE ST STE 1830AddressLine1Txt
CityARLINGTONCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22209ZIPCd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOHN LEHMAN JR
1054 CREAMERY ROADNEWTOWNPA18940CHAIRMAN/TREASURER1.0$0$0$0
BARBARA LEHMAN
1054 CREAMERY ROADNEWTOWNPA18940EXECUTIVE DIRECTOR1.0$0$0$0
ALEXANDRA LEHMAN
1054 CREAMERY ROADNEWTOWNPA18940ASSISTANT EXECUTIVE DIRECTOR1.0$0$0$0
GRACE LEHMAN
1054 CREAMERY ROADNEWTOWNPA18940SECRETARY1.0$0$0$0
JOHN LEHMAN III
1054 CREAMERY ROADNEWTOWNPA18940ASSISTANT TREASURER1.0$0$0$0
HILARY Walton LEHMAN
1054 CREAMERY ROADNEWTOWNPA18940CHAIRMAN PLANNING COMMITTEE1.0$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$4,877,921AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$98,562AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,976,483TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,976,483AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$74,647CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,901,836NetVlNoncharitableAssetsAmt
Minimum Investment Return$245,092MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$245,092MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,790TaxBasedOnInvestmentIncomeAmt
Total Tax$2,790TotalTaxAmt
Distributable Before Adj$242,302DistributableBeforeAdjAmt
Distributable Before Ded$242,302DistributableBeforeDedAmt
Distributable As Adjusted$242,302DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,164ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$182,164QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$182,164AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$242,302DistributableAsAdjustedAmt
Undistributed Income PY$168,641UndistributedIncomePYAmt
Prior Year12018PriorYear1Yr
Prior Year22017PriorYear2Yr
Prior Year32016PriorYear3Yr
Excess Distribution Cyov Yr1$0ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$182,164QualifyingDistributionsAmt
Applied To Year1$168,641AppliedToYear1Amt
Applied To Current Year$13,523AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$228,779UndistributedIncomeCYAmt
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 ManagerJOHN F LEHMAN JRContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Adobe Foundation Inc
2905 Rose PlaceFalls ChurchVA22042N/APCCharitable Support$2,000
American Himalayan Foundation
909 Montgomery Street Ste 400San FranciscoCA94133N/APCCharitable Support$7,000
Blaine County Recreation District
1050 Fox Acres Road Ste 107HaileyID83333N/AGOVCharitable Support$2,000
Bucks County Playhouse
70 S Main StNew HopePA18938N/APCCharitable Support$2,000
Center on Addiction
633 Third Avenue 19th FloorNew YorkNY10017N/APCCharitable Support$2,000
City Team Ministries
PO Box 8050PittsburgPA19101N/APCCharitable Support$1,000
Community Library
415 Spruce AveKetchunID83340N/APCCharitable Support$5,000
Fisherman's Mark
37 South Main StreetLambertvilleNJ08530N/APCCharitable Support$1,000
Fountain House Inc
425 West 47th StreetNew YorkNY10036N/APCCharitable Support$7,000
Higher Ground Sun Valley
PO Box 6791KetchumID83340N/APCCharitable Support$5,000
Isabel O'Neil Fdn for the Art of the Painted
315 East 91st StreetNew YorkNY10128N/APCCharitable Support$1,000
KetchumSun Valley Vol Fire Fighters Assn
PO Box 1262KetchumID83340N/APCCharitable Support$1,000
Lee Peske Learning Center
3324 Elder StreetBoiseID83705N/APCCharitable Support$2,500
Marine Corps Scholarship Foundation
909 N Washington Street Ste 400AlexandriaVA22314N/APCCharitable Support$2,000
Nepal Seeds
800 Kansas StreetSan FranciscoCA94107N/APCCharitable Support$13,000
No Greater Sacrifice Foundation
1101 Pennsylvania Ave NW 6th FLWashingtonDC20004N/APCCharitable Support$2,000
School of American Ballet
70 Lincoln CenterNew YorkNY10023N/APCCharitable Support$15,000
Sun Valley Museum of Art
191 5th St EKetchumID83340N/APCCharitable Support$85,000
The Argyros Performing Arts Center
120 Main St SKetchumID83340N/APCCharitable Support$4,500
The Mission Continues
1141 South 7th StreetSt LouisMO63104N/APCCharitable Support$2,000
The Mountain Fund
27 Sumption RdSandia ParkNM87047N/APCCharitable Support$7,000
The Foundation for Cultural Review
900 BroadwayNew YorkNY10003N/APCSupport for the publication of The New Criterion$1,000
Upper Makefield Township Police Assn
PO Box 707Washington CrossingPA18977N/APCCharitable Support$1,000
Video Volunteers
47 West 92nd StreetNew YorkNY10025N/APCCharitable Support$5,000
Wood River Land Trust Co
119 E Bullion StreetHaileyID83333N/APCCharitable Support$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$180,000TotalGrantOrContriPdDurYrAmt

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$50ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,697ExclusionAmt
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 Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$104,950ExclusionAmt
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$146,697ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$146,697TotalIncomeProducingActyAmt

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 (7 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERCK AND CO INC$196,912$312,635
SPDR S&P DIVIDEND ETF$0$0
VERISK ANALYTICS INC$1,939,996$3,425,735
BALL CORP$249,399$537,973
ORGANON & CO$9,863$12,165
ISHARES RUSSELL 2000$149,344$199,552
VANGUARD DIVIDEND APPREC$204,870$238,377

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescEXCISE TAX REFUNDS & INTEREST ON REFUNDSDesc
Revenue And Expenses Per Books$2,018RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAX EXT PAIDCategoryTxt
Amt$1,500Amt

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