DAVID B JONES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- DAVID B JONES FOUNDATION (EIN 41-1909574)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349102425
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T10:54:40-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 411909574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David B Jones Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DAVI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Malone | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,455,336 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $184,956 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $184,956 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $599,966 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $586,966 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $236,662 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $236,662 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $194,973 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$97,532 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,322,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,147 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,144 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $930,199 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,014,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $38,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $38,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,913 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,913 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $137 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $137 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $206,587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $206,587 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $36,602 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,402 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $144,834 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $64,893 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,841 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $428,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $296,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $119,891 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,260,857 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,260,857 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,688,930 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $296,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,380,748 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$758,731 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $717,846 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,108,022 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,853,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,853,970 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,318 | AcctRcvblAmt |
| Acct Rcvbl EOY | $9,318 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,318 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $5,920,593 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,684,380 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,605,810 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,562,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,046,833 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,690,107 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,844,639 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,057,198 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,920,354 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $7,106,171 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $7,106,171 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $7,106,171 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $7,850,003 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $418,597 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $444,073 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $525,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $25,960,674 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,201,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,455,336 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $30,110 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $30,110 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $30,110 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,110 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $25,930,564 | RetainedEarningBOYAmt |
| Retained Earning EOY | $25,171,833 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,930,564 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,171,833 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,960,674 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,201,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,930,564 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$758,731 | ExcessRevenueOverExpensesAmt |
| Subtotal | $25,171,833 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $25,171,833 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $18,322,602 | $18,378,662 | -$56,060 | -$56,060 |
| Passthrough K1 Capital Gain/(Loss) | -$72 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,132 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,978 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,978 | SubtotalAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,205 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $9,205 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $773 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MN | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Jaelyn Eberle | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Brad Grossenburg | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Don Lofgren | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Cayce B Malone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Malone | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres | 3.0 | $25,000 | $0 | $0 |
| Raymond Rogers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $13,000 | $0 | $0 |
| Muriel Runholt | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MALONE CAPITAL ADVISORS LLC | |||||
| 122 S PHILLIPS AVE SUITE 260 | SIOUX FALLS | SD | 57104 | Investment Mgmt | $192,122 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $78,880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,467,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,700,088 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,294,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,461,567 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,461,567 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,924 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,034,643 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,401,732 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,401,732 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,978 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,978 | TotalTaxAmt |
| Distributable Before Adj | $1,391,754 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,391,754 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,391,754 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,380,748 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,380,748 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,391,754 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,331,857 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,380,748 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,331,857 | AppliedToYear1Amt |
| Applied To Current Year | $48,891 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,342,863 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID B JONES FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FOUNDATION SOURCE 501 SILVERSIDE RD | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8008391754 | RecipientPhoneNum |
| Form And Info And Materials | WWW.DBJONESFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | WWW.DBJONESFOUNDATION.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | WWW.DBJONESFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A MAN AND HIS BONES | |||||||
| 2019 S GRANGE AVE | SIOUX FALLS | SD | 57105 | N/A | PC | Curation of the Lange/Ferguson Archaeological Site Artifacts and Archive at the South Dakota Archaeological Research Center (ARC) | $11,545 |
| ALBION COLLEGE | |||||||
| 611 E PORTER ST | ALBION | MI | 49224 | N/A | PC | Undergraduate Research on Macro- to Micro-scale Trends in Fossil Accumulation and Preservation during the Permian Period of the Intermountain West | $37,334 |
| BIGHORN BASIN PALEONTOLOGICAL INSTITUTE | |||||||
| 3959 WELSH RD | WILLOW GROVE | PA | 19090 | N/A | PC | David B. Jones Summer Field Internship Program | $6,118 |
| BOARD OF THE UNIVERSITY OF ALABAMA | |||||||
| PO BOX 870142 | TUSCALOOSA | AL | 35487 | N/A | PC | Training the next generation of curators and collection managers via impactful museum collection activities | $85,207 |
| CHILDRENS MUSEUM OF PHOENIX | |||||||
| 215 N 7TH ST | PHOENIX | AZ | 85034 | N/A | PC | Dinosaur Month at the Children's Museum of Phoenix | $6,000 |
| DENVER MUSEUM OF NATURE AND SCIENCE | |||||||
| 2001 COLORADO BLVD | DENVER | CO | 80205 | N/A | PC | David B. Jones Internship Program in Paleontology at the Denver Museum of Nature & Science | $39,156 |
| FRIENDS OF NC STATE MUSEUM OF NATURAL SCIENCES | |||||||
| PO BOX 26928 | RALEIGH | NC | 27611 | N/A | PC | Leveraging the New 'Dueling Dinosaurs' Paleontology Exhibit to Enhance Paleontology Learning for NC Students Youth from Under Resourced Schools and Communities | $18,750 |
| IDAHO STATE UNIVERSITY FOUNDATION INC | |||||||
| 921 S 8TH AVE STOP 8050 | POCATELLO | ID | 83702 | N/A | PC | Education Everywhere Idaho | $60,000 |
| LOS ANGELES COUNTY MUSEUM OF NATURAL HISTORY FOUND | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | N/A | PC | Dinosaur Institute Summer Internship in Fossil Conservation at the Natural History Museum of Los Angeles County | $70,000 |
| LOYOLA UNIVERSITY OF CHICAGO | |||||||
| 820 N MICHIGAN AVE | CHICAGO | IL | 60611 | N/A | PC | Expanding insights into end-Cretaceous community dynamics from microfossil assemblages of the Lance Formation, Wyoming | $62,337 |
| MACALESTER COLLEGE | |||||||
| 1600 GRAND AVE | SAINT PAUL | MN | 55105 | N/A | PC | Enriching the Paleontology Experience at Macalester College | $27,263 |
| MAMMOTH SITE OF HOT SPRINGS SOUTH DAKOTA INC | |||||||
| 1800 HWY 18 BYP | HOT SPRINGS | SD | 57747 | N/A | PC | Mammoth Site Intern Program | $202,500 |
| MINNESOTA CHILDRENS MUSEUM | |||||||
| 10 7TH W ST | SAINT PAUL | MN | 55102 | N/A | PC | Dinosaurs: Land of Fire and Ice Exhibit National Tour | $65,000 |
| MUSEUM OF THE ROCKIES | |||||||
| PO BOX 172720 | BOZEMAN | MT | 59717 | N/A | PC | Cretaceous Crossroads and Discover Science!: A Paleontological Education Initiative | $145,000 |
| NORTH CAROLINA STATE UNIVERSITY COLLEGE OF SCIENCE | |||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | N/A | PC | K-12 students doing paleontology in the classroom and the lab | $38,788 |
| RAYMOND M ALF MUSEUM | |||||||
| 1175 W BASELINE RD | CLAREMONT | CA | 91711 | N/A | SO III FI | Vertebrate Paleontology of the Mesaverde Formation (Late Cretaceous) of Wyoming | $35,040 |
| RAYMOND M ALF MUSEUM | |||||||
| 1175 W BASELINE RD | CLAREMONT | CA | 91711 | N/A | SO III FI | Cosplay for Science - Paleontology and Pop Culture at San Diego Comic Con STEAM FAIR | $27,000 |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 1800 N GRANT ST STE 200 | DENVER | CO | 80203 | N/A | PC | Illuminating the Late Cretaceous (ca. 68 - 74 million-year-old) mammals and other tiny vertebrates of Colorado's Western Slope through discovery and study of microvertebrate sites in the Williams Fork Formation | $49,156 |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| WOLVERINE TOWER 3003 S STATE ST STE | ANN ARBOR | MI | 48109 | N/A | PC | Mammalian evolution in dynamic environments across the K-Pg boundary in the Bighorn Basin, Wyoming | $86,315 |
| SCIENCE KIDS | |||||||
| PO BOX 4045 | SHERIDAN | WY | 82801 | N/A | PC | Science Kids Program Support | $50,000 |
| SOCIETY OF VERTEBRATE PALEONTOLOGY | |||||||
| 1660 INTERNATIONAL DRSTE 600 | MCLEAN | VA | 22102 | N/A | PC | Society of Vertebrate Paleontology Futures Award | $10,000 |
| STAMFORD MUSEUM AND NATURE CENTER INCORPORATED | |||||||
| 39 SCOFIELDTOWN RD | STAMFORD | CT | 06903 | N/A | PC | Dinosaur Discoveries at Stamford Museum | $5,500 |
| THE UNIVERSITY OF TENNESSEE FOUNDATION INC | |||||||
| 209 HURT ST 424B HOLT HUMANITIES | MARTIN | TN | 38238 | N/A | PC | Junior Paleontology Program | $5,000 |
| UNION MUSEUM OF HISTORY AND ART | |||||||
| 211 N MAIN ST | FARMERVILLE | LA | 71241 | N/A | PC | Expedition: Ice Age | $3,500 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED | |||||||
| TWO WOODWARD CTR 700 LOMAS BLVD NE | ALBUQUERQUE | NM | 87102 | N/A | PC | Future Fossils on Fans: The Pilcomayo fan, Paraguay, as a model for terrestrial vertebrate fossil preservation | $60,146 |
| UNIVERSITY OF WISCONSIN SYSTEM | |||||||
| 21 N PARK ST | MADISON | WI | 53715 | N/A | GOV | Paleoecology and Stratigraphy of the Upper Jurassic Dinosaur Fauna of Jurassic National Monument, Emery County, Utah | $41,702 |
| WASHINGTON PAVILION MANAGEMENT INC | |||||||
| 301 S MAIN AVE | SIOUX FALLS | SD | 57104 | N/A | PC | T. Rex Documentary at the Washington Pavilion | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,260,857 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,956 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $599,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $194,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$97,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| K-1 Inc/Loss | 14 | $6,144 |
| Federal Tax Refund | 01 | $3 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $888,510 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,510 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Malone | PersonNm |
| Short Explanation | *JEFFREY MALONE, PRESIDENT OF DAVID B. JONES FOUNDATION (THE "FOUNDATION"), IS A PRESIDENT AT THE INVESTMENT MANAGEMENT FIRM OF MALONE CAPITAL ADVISORS, LLC, A DISQUALIFIED PERSON WHICH PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2024, THE FOUNDATION PAID $192,122 FOR INVESTMENT MANAGEMENT SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH INVESTMENT MANAGEMENT FIRM BILLED THE FOUNDATION AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. AT THE SAME RATE OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. | ShortExplanationTxt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| FARMLAND-SEC 27 | 2015-01-01 | $4,320,000 | L | $0 |
| FARMLAND-SEC 13 | 2015-01-01 | $2,786,171 | L | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (29 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFFILIATED MANAGERS GROUP - 5. | $256,028 | $247,503 |
| AGCO CORP NOTE - 5.800% - 03/2 | $204,350 | $201,018 |
| BANK MONTREAL - 5.000% - 08/30 | $100,000 | $96,377 |
| BANK OF MONTREAL SER I MTN - 4 | $100,000 | $99,295 |
| BIOGEN - 4.050% - 09/15/2025 | $102,431 | $99,432 |
| BLACK BELT ENERGY GAS - 5.000% | $106,907 | $105,606 |
| CINCINATTI CHILDRENS HOSP - 2. | $120,716 | $106,844 |
| DEVON ENERGY CORP - 5.200% - 0 | $146,597 | $142,529 |
| ENERGY TRANSFER LP - 5.550% - | $202,906 | $198,976 |
| GILEAD SCIENCES - 3.650% - 03/ | $99,936 | $98,800 |
| GOLDMAN SACHS - 2.000% - 05/28 | $99,900 | $89,399 |
| GOLDMAN SACHS GROUP - 3.000% - | $100,000 | $95,772 |
| GOLDMAN SACHS GROUP IN SER F - | $100,000 | $98,554 |
| JM SMUCKER - 3.500% - 03/15/20 | $198,250 | $199,425 |
| LINCOLN CINTY S D ECONOMIC DEV | $100,000 | $90,601 |
| MARKEL CORP BOND PERPETUAL - 6 | $200,000 | $199,626 |
| MARRIOTT INTL INC - 5.350% - 0 | $153,336 | $147,876 |
| OCCIDENTAL PETROLEUM - 5.380% | $153,825 | $147,008 |
| OHIO PWR CO - 6.600% - 03/01/2 | $218,622 | $211,812 |
| ORLANDO HEALTH OBLIGATED GROUP | $196,824 | $191,540 |
| READY CAPITAL CORP - 5.500% - | $100,000 | $83,730 |
| RENAISSANCERE HOLDING - 5.750% | $203,574 | $200,972 |
| ROGERS CITY MICH GO - 2.300% - | $25,515 | $23,631 |
| SHERWIN WILLIAMS CO - 4.800% - | $102,920 | $98,606 |
| TARGA RES PARTNERS /TARGA RES | $101,180 | $100,315 |
| TOYOTA MTR CR CORP - 5.500% - | $100,000 | $99,254 |
| US BANCORP - 5.500% - 10/29/20 | $100,000 | $96,715 |
| US BANCORP SER BB NOTE - 4.967 | $99,457 | $95,814 |
| WABTEC NOTE - 5.611% - 03/11/2 | $263,924 | $253,324 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M CO | $188,945 | $258,180 |
| ALTRIA GROUP INC | $446,783 | $522,900 |
| APPLE INC | $46,870 | $500,840 |
| BERKLEY W R CP | $332,625 | $438,900 |
| BERKSHIRE HATHAWAY INC. CLASS | $75,025 | $226,640 |
| BRISTOL-MYERS SQUIBB CO | $262,698 | $254,520 |
| CANADIAN NATL RAILWAY CO | $351,711 | $304,530 |
| CISCO SYSTEMS INC | $155,583 | $296,000 |
| COMMUNICATION SVCS SLCT SCTR S | $62,843 | $107,459 |
| CONSUMER DISCRETIONARY SELECT | $58,437 | $99,836 |
| CONSUMER STAPLES SELECT SECTOR | $42,365 | $51,883 |
| COSTCO WHOLESALE CORPORATION | $800,027 | $916,269 |
| DEVON ENERGY CORPORATION | $308,328 | $163,650 |
| EAGLE POINT CREDIT COMPANY - 6 | $100,000 | $93,280 |
| FEDERAL AGRIC MTG CORP 4.875% | $62,500 | $48,625 |
| FIDELITY CONSERVATIVE INC MUNI | $10 | $10 |
| FINANCIAL SELECT SECTOR SPDR F | $74,609 | $115,992 |
| GABELLI PREF G SHARES | $23,008 | $21,150 |
| JOHNSON & JOHNSON | $725,748 | $723,100 |
| KELLANOVA (FNA KELLOGG CO) | $291,146 | $404,850 |
| LOCKHEED MARTIN CORP | $166,213 | $242,970 |
| MARKEL CORP | $135,385 | $172,623 |
| MICROSOFT CORP | $51,646 | $526,875 |
| NATL FUEL GAS CO | $242,180 | $303,400 |
| RAYTHEON TECHNOLOGIES CORP | $709,538 | $867,899 |
| READY CAPITAL CORP 5.75% 2/15/ | $51,400 | $48,840 |
| SELECT SECTOR SPDR INDUSTRIAL | $53,936 | $83,668 |
| SELECT SECTOR SPDR-HEALTH CARE | $85,342 | $112,807 |
| SNAP ON INC | $205,408 | $339,480 |
| SPDR S&P AEROSPACE AND DEFENSE | $165,899 | $248,730 |
| TECHNOLOGY SPDR | $146,868 | $338,317 |
| TEXAS PACIFIC LAND CORPORATION | $161,713 | $110,596 |
| US BANCORP | $242,029 | $257,565 |
| VANGUARD DIVIDEND APPRECIATION | $106,905 | $195,830 |
| VANGUARD S&P 500 ETF | $94,300 | $269,405 |
| WK KELLOGG CO | $18,810 | $22,488 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $617,310 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $606,627 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,067,070 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $999,183 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FARMLAND-SEC 27 | $4,320,000 | $4,320,000 | $4,166,807 |
| FARMLAND-SEC 13 | $2,786,171 | $2,786,171 | $3,683,196 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALBION CAPITAL FUND I, LLC | $269,233 | $269,234 |
| ECM HIGH YIELD FUND II, LLC | $131,594 | $213,292 |
| GREAT PLAINS LODGING VI LLC | $43,246 | $43,248 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $137 | LegalFeesAmt |
| Disbursements Charitable Prps | $137 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $78,455 | $78,455 | |
| Administrative Set-Up Fee | $425 | $425 | |
| Bank Charges | $45 | $45 | |
| Indemnification Insurance | $880 | $880 | |
| K-1 Exp ALBION CAPITAL FUND I, | $1,669 | $1,669 | |
| K-1 Exp ECM HIGH YIELD FUND II | $60,070 | $59,970 | |
| K-1 Exp INVESCO DB AGRICULTURE | $477 | $477 | |
| Miscellaneous | $55 | $55 | |
| Property insurance | $2,732 | $2,732 | |
| State or Local Filing Fees | $26 | $26 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss ALBION CAPITAL FUND I, LLC | $11,056 | $11,056 |
| K-1 Inc/Loss ECM HIGH YIELD FUND II, LLC | -$8,336 | -$8,336 |
| K-1 Inc/Loss GREAT PLAINS LODGING VI LLC | $360 | $360 |
| K-1 Inc/Loss INVESCO DB AGRICULTURE FUND | $3,064 | $3,064 |
| Federal Tax Refund | $3 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Appraisal Services | $300 | $300 |
| Investment Management Services | $192,122 | $192,122 |
| Professional Services | $14,165 | $14,165 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $9,000 | |
| 990-PF Extension for 2023 | $2,200 | |
| Foreign Tax Paid | $910 | $910 |
| Property Taxes | $24,492 | $24,492 |
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