BETA

DEASON FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
DEASON FOUNDATION (EIN 75-2715549)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-04-26
IRS object ID
202131169349101123
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)
Return2021-04-26T17:11:24-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752393478PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WHITLEY PENN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18343 DOUGLAS AVENUE STE 400AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752715549EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DEASON FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDEASBusinessNameControlTxt
Phone2143783600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13953 MAPLE AVENUE NO 150AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonASHER LADNERPersonNm
Person TitleVICE PRESIDENTPersonTitleTxt
Phone2143783600PhoneNum
Signature2021-04-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstASHERPersonFirstNm
Person LastLADNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCURTIS MAXFIELDPreparerPersonNm
PTINP00445178PTIN
Phone2143939300PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$64,447,252FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,082,127ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,091,906DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,091,906DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$12,174,033TotalRevAndExpnssAmt
Total Net Invst Incm$2,091,906TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$53,704CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$26,851CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$26,853CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$24,050OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$12,025OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$12,025OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,295AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$125OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$125OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$43,924TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$128,098TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,001TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$45,173TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,261,665ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,261,665ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,389,763TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,001TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$3,306,838TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$8,784,270ExcessRevenueOverExpensesAmt
Net Investment Income$2,052,905NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,734,459CashBOYAmt
Cash EOY$514,357CashEOYAmt
Cash EOYFMV$514,357CashEOYFMVAmt
Corporate Stock BOY$83,919,215CorporateStockBOYAmt
Corporate Stock EOY$63,932,895CorporateStockEOYAmt
Corporate Stock EOYFMV$63,932,895CorporateStockEOYFMVAmt
Total Assets BOY$85,653,674TotalAssetsBOYAmt
Total Assets EOY$64,447,252TotalAssetsEOYAmt
Total Assets EOYFMV$64,447,252TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$85,653,674CapitalStockBOYAmt
Capital Stock EOY$64,447,252CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$85,653,674TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$64,447,252TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$85,653,674TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$64,447,252TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$85,653,674TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$8,784,270ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$94,437,944SubtotalAmt
Other Decreases$29,990,692OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$64,447,252TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,535InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$28,535SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$28,535TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$36,200EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$36,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$7,665OverpaymentAmt
Applied To ES Tax$7,665AppliedToESTaxAmt
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 StateTXOrgReportOrRegisterStateCd
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
Individual With BooksASHER LADNERIndividualWithBooksNm
Phone2148877231PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15956 SHERRY LANE 800AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DARWIN DEASON
5956 SHERRY LANE 800DALLASTX75225PRESIDENT AND TREASURER0.10$0$0$0
ASHER LADNER
5956 SHERRY LANE 800DALLASTX75225VICE PRESIDENT AND SECRETA4.00$52,167$0$0
DOUGLAS DEASON
5956 SHERRY LANE 800DALLASTX75225VICE PRESIDENT0.10$1,537$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$49,248,135AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,668,487AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$50,916,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$50,916,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$763,749CashDeemedCharitableAmt
Net Vl Noncharitable Assets$50,152,873NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,507,644MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,507,644MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,535TaxBasedOnInvestmentIncomeAmt
Total Tax$28,535TotalTaxAmt
Distributable Before Adj$2,479,109DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$2,479,109DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$2,479,109DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,306,838ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$3,306,838QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$3,306,838AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,479,109DistributableAsAdjustedAmt
Undistributed Income PY$496,885UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$3,306,838QualifyingDistributionsAmt
Applied To Year1$496,885AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,479,109AppliedToCurrentYearAmt
Remaining Distri From Corpus$330,844RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$330,844TotalCorpusAmt
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$330,844ExcessDistriCyovToNextYrAmt
Excess From Current Year$330,844ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
SOUTHERN METHODIST UNIVERSITY
PO BOX 750261DALLASTX75275NONEPUBLIC CHARITYGENERAL SUPPORT$1,821,665
STAND TOGETHER FOUNDATION
1320 N COURTHOUSE RDARLINGTONVA22201NONEPUBLIC CHARITYGENERAL SUPPORT$650,000
MD ANDERSON CANCER CENTER
PO BOX 4486HOUSTONTX77210NONEPUBLIC CHARITYGENERAL SUPPORT$250,000
TURNING POINT USA
217 1/2 ILLINOIS STLEMONTIL60439NONEPUBLIC CHARITYGENERAL SUPPORT$250,000
BLEXIT FOUNDATION INC
880 P ST NW APT 101WASHINGTONDC20001NONEPUBLIC CHARITYGENERAL SUPPORT$190,000
AMERICANS FOR PROSPERITY FOUNDATION
1310 N COURTHOUSE RD STE 700ARLINGTONVA22201NONEPUBLIC CHARITYGENERAL SUPPORT$50,000
GOODWILL INDUSTRIES OF DALLAS INC
3020 N WESTMORELAND RD SUITE ADALLASTX75212NONEPUBLIC CHARITYGENERAL SUPPORT$25,000
SM WRIGHT FOUNDATION
9213 SOVEREIGN ROWDALLASTX75247NONEPUBLIC CHARITYGENERAL SUPPORT$15,000
ONE SAN DIEGO
427 C STREET STE 220SAN DIEGOCA92101NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
WINNERS FOR LIFE
4516 LOVERS LANE PO BOX 133DALLASTX75225NONEPUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,261,665TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,091,906ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,091,906ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,091,906TotalIncomeProducingActyAmt

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

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 PersonDARWIN DEASONContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line15956 SHERRY LANE SUITE 800AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,004,372TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property437,063 SHARES OF XEROX COMMON STOCKNoncashPropertyDesc
Fair Market Value$10,004,372FairMarketValueAmt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$6,295Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,295DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
XEROX CORP$58,521,913$58,521,913
CONDUENT$5,410,982$5,410,982

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$29,990,692Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER REGISTERED AGENT EXPENSECategoryTxt
Amt$125Amt
Net Investment Income$125NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX LIABILITYCategoryTxt
Amt$43,924Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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