THE ANTINORI FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ANTINORI FOUNDATION INC (EIN 58-2585584)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202533149349103108
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T16:09:07-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN581763570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JONES AND KOLBBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13475 PIEDMONT ROAD NE SUITE 1500AddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30305ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN582585584EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ANTINORI FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlANTIBusinessNameControlTxt
Phone4048762762PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1258 THE PRADOAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN M ANTINORIPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4048762762PhoneNum
Signature2025-11-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN K KLINKERTPreparerPersonNm
PTINP01232719PTIN
Phone4042627920PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$997,791FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$199,505ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$554InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$554InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$25,594DividendsRevAndExpnssAmt
Dividends Net Invst Incm$25,594DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$190,991NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,961,789GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$327,178CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$416,644TotalRevAndExpnssAmt
Total Net Invst Incm$353,326TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$16,259OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$16,259OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$325TaxesRevAndExpnssAmt
Taxes Net Invst Incm$325TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,584TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,584TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$982,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$982,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$999,084TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,584TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$982,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$582,440ExcessRevenueOverExpensesAmt
Net Investment Income$336,742NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$70,824SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$97,758SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$97,758SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,315,676CorporateStockBOYAmt
Corporate Stock EOY$706,302CorporateStockEOYAmt
Corporate Stock EOYFMV$900,033CorporateStockEOYFMVAmt
Total Assets BOY$1,386,500TotalAssetsBOYAmt
Total Assets EOY$804,060TotalAssetsEOYAmt
Total Assets EOYFMV$997,791TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,386,500RetainedEarningBOYAmt
Retained Earning EOY$804,060RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,386,500TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$804,060TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,386,500TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$804,060TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,386,500TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$582,440ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$804,060SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$804,060TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
JP MORGAN SECURITIESP$1,133,065$1,031,503$101,562$101,562
JP MORGAN SECURITIESP$828,282$603,108$225,174$225,174
CAPITAL GAINS DIVIDENDSP$442$442$442
FieldValueIRS element (for citing)
Capital Gain Net Income$327,178CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,681InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$4,681SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$4,681TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,041EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,041TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$3,640TaxDueAmt

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 StateGAOrgReportOrRegisterStateCd
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 BooksSUSAN M ANTINORIIndividualWithBooksNm
Phone4048762762PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1258 THE PRADOAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SUSAN M ANTINORI
258 THE PRADOATLANTAGA30309PRESIDENT1.00$0$0$0
RONALD R ANTINORI
258 THE PRADOATLANTAGA30309SECRETARY/TREASURER1.00$0$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$1,274,010AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,881AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,420,891TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,420,891AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,313CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,399,578NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,979MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,979MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,681TaxBasedOnInvestmentIncomeAmt
Total Tax$4,681TotalTaxAmt
Distributable Before Adj$65,298DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$65,298DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$65,298DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$982,500ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$982,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$65,298DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$193,401ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$278,220ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$905,692ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,070,811ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$223,777ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$2,671,901TotalExcessDistributionCyovAmt
Qualifying Distributions$982,500QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$65,298AppliedToCurrentYearAmt
Remaining Distri From Corpus$917,202RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,589,103TotalCorpusAmt
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$193,401ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$3,395,702ExcessDistriCyovToNextYrAmt
Excess From Year4$278,220ExcessFromYear4Amt
Excess From Year3$905,692ExcessFromYear3Amt
Excess From Year2$1,070,811ExcessFromYear2Amt
Excess From Year1$223,777ExcessFromYear1Amt
Excess From Current Year$917,202ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRONALD R ANTINORIContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
THE NATURE CONSERVANCY
4245 N FAIRFAX DRIVE STE 100ARLINGTONVA22203UNRELATEDPUBLIC CHARITYGENERAL$100,000
MUSEUM OF CONTEMPORARY ART OF GEORGIA
75 BENNETT STATLANTAGA30309UNRELATEDPUBLIC CHARITYGENERAL$550,000
ATLANTA OPERA
1575 NORTHSIDE DR NW BLDG 300 STEATLANTAGA30318UNRELATEDPUBLIC CHARITYGENERAL$75,000350
HAMBIDGE
105 HAMBIDGE CTRABUN GAPGA30568UNRELATEDPUBLIC CHARITYGENERAL$100,000
FRANKLIN POND CHAMBER MUSIC
4835 FRANKLIN POND RDATLANTAGA30342UNRELATEDPUBLIC CHARITYGENERAL$5,000
HISTORIC OAKLAND FOUNDATION
248 OAKLAND AVE SEATLANTAGA30312UNRELATEDPUBLIC CHARITYGENERAL$12,500
ALLIANCE THEATRE
1280 PEACHTREE STREETATLANTAGA30309UNRELATEDPUBLIC CHARITYGENERAL$40,000
PIEDMONT PARK CONSERVANCY
PO BOX 7795ATLANTAGA30357UNRELATEDPUBLIC CHARITYGENERAL$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$982,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$554ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,594ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$190,991ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$217,139ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$217,139TotalIncomeProducingActyAmt

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 PersonRON AND SUSAN ANTINORIContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1258 THE PRADOAddressLine1Txt
CityATLANTACityNm
State AbbreviationGAStateAbbreviationCd
ZIP30309ZIPCd
FieldValueIRS element (for citing)
Total Contributions$199,505TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11,144 SHS OF NVIDIA$158,1582024-11-29
11,061 SHS OF FLEX LTD$41,3472024-11-29

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockJP MORGAN MARKETABLE SECURITIESStockNm
EOY Book Value$706,302EOYBookValueAmt
EOYFMV$900,033EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$16,259Amt
Net Investment Income$16,259NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$325Amt
Net Investment Income$325NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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