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BRANDT JACKSON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRANDT JACKSON FOUNDATION (EIN 27-3784972)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-10-13
IRS object ID
202212869349101026
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)
Return2022-10-13T15:01:17-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273784972EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Brandt Jackson FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBRANBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personthomas campbell jacksonPersonNm
Person Titleco-presidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2022-09-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstthomasPersonFirstNm
Person Lastcampbell jacksonPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$713,756FMVAssetsEOYAmt
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$55InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$55InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,358NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$122,615GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,358CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$11,680TotalRevAndExpnssAmt
Total Net Invst Incm$11,680TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$2,710OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$2,710OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$4,190TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$4,025OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$4,025OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$10,925TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,710TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,025TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$51,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$51,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$62,175TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,710TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$55,275TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$50,495ExcessRevenueOverExpensesAmt
Net Investment Income$8,970NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$16,561SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$35,167SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$35,167SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$478,057CorporateStockBOYAmt
Corporate Stock EOY$438,675CorporateStockEOYAmt
Corporate Stock EOYFMV$579,103CorporateStockEOYFMVAmt
Corporate Bonds BOY$132,140CorporateBondsBOYAmt
Corporate Bonds EOY$102,421CorporateBondsEOYAmt
Corporate Bonds EOYFMV$99,486CorporateBondsEOYFMVAmt
Total Assets BOY$626,758TotalAssetsBOYAmt
Total Assets EOY$576,263TotalAssetsEOYAmt
Total Assets EOYFMV$713,756TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$626,758RetainedEarningBOYAmt
Retained Earning EOY$576,263RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$626,758TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$576,263TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$626,758TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$576,263TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$626,758TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$50,495ExcessRevenueOverExpensesAmt
Subtotal$576,263SubtotalAmt
Tot Net Ast Or Fund Balances EOY$576,263TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$122,615GrossSalesPriceAmt
Cost Or Other Basis$121,257CostOrOtherBasisAmt
Gain Or Loss$1,358GainOrLossAmt
Gains Minus Excess Or Losses$1,358GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,358CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$125InvestmentIncomeExciseTaxAmt
Subtotal$125SubtotalAmt
Tax Based On Investment Income$125TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$200ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$209TotalPaymentsAndCreditsAmt
Overpayment$84OverpaymentAmt
Applied To ES Tax$84AppliedToESTaxAmt

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 StateDEOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Penny Brandt Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Co-Pres, Dir1.0$0$0$0
Thomas Campbell Jackson
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir, Sec, Co-Pres1.0$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$673,581AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,320AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$708,901TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$708,901AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$10,634CashDeemedCharitableAmt
Net Vl Noncharitable Assets$698,267NetVlNoncharitableAssetsAmt
Minimum Investment Return$34,913MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$34,913MinimumInvestmentReturnAmt
Tax Based On Investment Income$125TaxBasedOnInvestmentIncomeAmt
Total Tax$125TotalTaxAmt
Distributable Before Adj$34,788DistributableBeforeAdjAmt
Distributable Before Ded$34,788DistributableBeforeDedAmt
Distributable As Adjusted$34,788DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$55,275ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$55,275QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$34,788DistributableAsAdjustedAmt
Prior Year12019PriorYear1Yr
Prior Year22018PriorYear2Yr
Prior Year32017PriorYear3Yr
Excess Distribution Cyov Yr5$12,949ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,639ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,858ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,819ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$26,265TotalExcessDistributionCyovAmt
Qualifying Distributions$55,275QualifyingDistributionsAmt
Applied To Current Year$34,788AppliedToCurrentYearAmt
Remaining Distri From Corpus$20,487RemainingDistriFromCorpusAmt
Total Corpus$46,752TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$12,949ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$33,803ExcessDistriCyovToNextYrAmt
Excess From Year4$5,639ExcessFromYear4Amt
Excess From Year3$3,858ExcessFromYear3Amt
Excess From Year2$3,819ExcessFromYear2Amt
Excess From Current Year$20,487ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerThomas Campbell JacksonContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN ASSOCIATES OF THE NATIONAL THEATRE INC
247 W 30TH STNEW YORKNY10001N/APCGeneral & Unrestricted$3,750
BELLEVUE LITERARY PRESS INC
90 BROAD ST STE 2100NEW YORKNY10004N/APCGeneral & Unrestricted$5,000
GABRIELLES ANGEL FOUNDATION FOR CANCER RESEARCH
142 WEST 57TH ST 11TH FLNEW YORKNY10019N/APCCharitable Event$10,000
LILITH PUBLICATIONS INC
119 W 57TH ST STE 1210NEW YORKNY10019N/APCThis grant is in support of THE FORTY PROJECT$15,000
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS INC
501 FRONT STNORFOLKVA23510N/APCGeneral & Unrestricted$10,000
THE AMERICAN IRELAND FUND
10 POST OFFICE SQ NO 1205BOSTONMA02109N/APCTo support the Marie Mullen Bursary of the Druid Theatre$7,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$51,250TotalGrantOrContriPdDurYrAmt

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$55ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,267ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,358ExclusionAmt
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$11,680ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,680TotalIncomeProducingActyAmt

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 Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (34 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBOTT LABS BOND - 3.750% - 11$2,271$2,211
ALPHABET INC NOTE - 1.998% - 0$3,202$3,086
AMAZON COM INC - 0.400% - 06/0$3,017$2,990
AMERICAN EXPRESS CO - 0.000% -$3,249$3,183
AMERICAN HONDA FIN CORP - 1.20$3,046$2,990
APPLE INC NOTE - 2.400% - 05/0$3,072$3,072
BANK OF AMERICA - 3.950% - 04/$3,379$3,208
CATERPILLAR FINL SVCS - 0.650%$3,026$3,000
CHEVRON CORP - 3.191% - 06/24/$3,222$3,089
CISCO SYSTEMS INC - 3.625% - 0$3,339$3,183
COMCAST CORP - 3.150% - 03/01/$3,262$3,199
EQUINOR ASA - 2.875% - 04/06/2$2,201$2,089
EXXON MOBIL CORP - 1.571% - 04$3,096$3,034
GOLDMAN SACHS GROUP INC NOTE -$3,080$3,009
HONEYWELL INTL INC - 1.350% -$3,100$3,012
INTEL CORP - 2.875% - 05/11/20$3,254$3,123
JOHN DEERE CAPITAL CORP .40% 1$3,006$2,985
JPMORGAN CHASE & CO - 4.125% -$2,273$2,207
LOCKHEED MARTIN BOND - 3.550%$3,325$3,248
MASTERCARD - 3.375% - 04/01/20$3,322$3,157
MICROSOFT CORP - 2.700% - 02/1$3,284$3,142
NOVARTIS CAPITAL CORP - 2.400%$3,131$3,045
PEPSICO INC - 3.600% - 03/01/2$3,308$3,162
PFIZER INC NT - 3.400% - 05/15$2,214$2,114
PHILLIP MORRIS INTL INC - 1.50$3,109$3,003
PNC FINANCIAL SERVICES NOTE -$3,211$3,138
REALTY INCOME CORP NT - 4.625%$2,217$2,215
TARGET CORP - 2.250% - 04/15/2$3,227$3,093
TD AMERITRADE NT - 2.950% - 04$3,098$3,006
TOTAL CAPITAL INTL - 3.700% -$3,318$3,154
TOYOTA MOTOR - 1.350% - 08/25/$3,059$3,028
UNITEDHEALTH GROUP INC - 2.375$3,219$3,104
WASTE MGMT - 2.900% - 09/15/20$3,048$3,035
WELLS FARGO CO - 4.100% - 06/0$2,236$2,172

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BERKSHIRE HATHAWAY INC. CLASS$312,750$448,500
BLACKROCK HIGH YIELD BOND PORT$114,241$118,937
PUTNAM SHORT DURATION INCOME F$11,684$11,666

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$4,000$4,000
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$2,710Amt
Net Investment Income$2,710NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Extension for 2020CategoryTxt
Amt$4,190Amt

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