BRUSH FAMILY FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BRUSH FAMILY FOUNDATION INC (EIN 26-4687444)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-13
IRS object ID
202533179349102418
Schema version
2024v5.0
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)
Return2025-11-13T14:34:51-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN250749630PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REED SMITH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11717 ARCH ST STE 3100AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032762ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN264687444EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE BRUSH FAMILY FOUNDATION INCBusinessNameLine1Txt
Business Name Line2C/O LF GILBERTIREED SMITH LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBRUSBusinessNameControlTxt
Phone2158518155PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1599 LEXINGTON AVE 22ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID M BRUSHPersonNm
Person TitleTRUSTEE/DIRECTORPersonTitleTxt
Phone2158518155PhoneNum
Signature2025-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAWRENCE GILBERTIPreparerPersonNm
PTINP01085365PTIN
Phone2158518100PhoneNum
Preparation2025-11-13PreparationDt
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$1,905,144FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$937,416ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$3,559InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,559InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$3,559InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$35,818DividendsRevAndExpnssAmt
Dividends Net Invst Incm$35,818DividendsNetInvstIncmAmt
Dividends Adj Net Incm$35,818DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$352,190NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$560,198GrossSalesPriceAmt
Total Rev And Expnss$1,328,983TotalRevAndExpnssAmt
Total Net Invst Incm$39,377TotalNetInvstIncmAmt
Total Adj Net Incm$39,377TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,898TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$1,898TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$2,387OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$2,387OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,285TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,285TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$218,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$218,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$223,035TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$223,035TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,105,948ExcessRevenueOverExpensesAmt
Net Investment Income$39,377NetInvestmentIncomeAmt
Adjusted Net Income$39,377AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$76,851CashBOYAmt
Cash EOY$17,497CashEOYAmt
Cash EOYFMV$17,497CashEOYFMVAmt
Sav And Temp Cash Invst BOY$16,606SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,800SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,800SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$264,854CorporateStockBOYAmt
Corporate Stock EOY$563,678CorporateStockEOYAmt
Corporate Stock EOYFMV$1,177,649CorporateStockEOYFMVAmt
Corporate Bonds EOY$179,660CorporateBondsEOYAmt
Corporate Bonds EOYFMV$180,164CorporateBondsEOYFMVAmt
Other Investments BOY$620,010OtherInvestmentsBOYAmt
Other Investments EOY$539,034OtherInvestmentsEOYAmt
Other Investments EOYFMV$526,034OtherInvestmentsEOYFMVAmt
Total Assets BOY$978,321TotalAssetsBOYAmt
Total Assets EOY$1,303,669TotalAssetsEOYAmt
Total Assets EOYFMV$1,905,144TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$978,321NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,303,669NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$978,321TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,303,669TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$978,321TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,303,669TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$978,321TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,105,948ExcessRevenueOverExpensesAmt
Other Increases$780,600OtherIncreasesAmt
Subtotal$2,864,869SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,864,869TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$547InvestmentIncomeExciseTaxAmt
Subtotal$547SubtotalAmt
Tax Based On Investment Income$547TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$26EsPenaltyAmt
Tax Due$573TaxDueAmt

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 StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE F GILBERTI ESQBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2158518155PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1599 LEXINGTON AVENUE 22 ND FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
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
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtAddress Line2USAddress/AddressLine2TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID M BRUSH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
KAREN BRUSH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
KATHERINE BRUSH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
RYAN BRUSH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
AUSTIN BRUSH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
ELENA BRUXH
C/O REED SMITH LLP599 LEXINGTON AVENUENEW YORKNY10022TRUSTEE/DIRE000.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,667,362AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$344,226AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,011,588TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,011,588AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,174CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,981,414NetVlNoncharitableAssetsAmt
Minimum Investment Return$99,071MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$99,071MinimumInvestmentReturnAmt
Tax Based On Investment Income$547TaxBasedOnInvestmentIncomeAmt
Total Tax$547TotalTaxAmt
Distributable Before Adj$98,524DistributableBeforeAdjAmt
Distributable Before Ded$98,524DistributableBeforeDedAmt
Distributable As Adjusted$98,524DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$223,035ExpensesAndContributionsAmt
Qualifying Distributions$223,035QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$98,524DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$10,157ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,533ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$31,596ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$285,048ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$155,081ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$485,415TotalExcessDistributionCyovAmt
Qualifying Distributions$223,035QualifyingDistributionsAmt
Applied To Current Year$98,524AppliedToCurrentYearAmt
Remaining Distri From Corpus$124,511RemainingDistriFromCorpusAmt
Total Corpus$609,926TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$10,157ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$599,769ExcessDistriCyovToNextYrAmt
Excess From Year4$3,533ExcessFromYear4Amt
Excess From Year3$31,596ExcessFromYear3Amt
Excess From Year2$285,048ExcessFromYear2Amt
Excess From Year1$155,081ExcessFromYear1Amt
Excess From Current Year$124,511ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
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 PurposeGrantOrContributionPurposeTxtAmtAmt
UBUNTU PATHWAYS
32 BROADWAY SUITE 414NEW YORKNY10004N/A501(C)(3)COMMUNITY TRANSFORMATION$15,000
MV YOUTH
PO BOX 65CHILMARKMA02535N/A501(C)(3)EXPANSION GRANTS/SCHOLARHIPS$26,250
HARLEM LACROSSE
8 W 126TH STREET 3RD FLNEW YORKNY10027N/A501(C)(3)SPECIAL EDUCATION PROGRAMS$15,000
UNIVERSITY OF PA- SOCCER ANNUAL FD
3451 WALNUT STREETPHILADELPHIAPA19104N/A501(C)(3)PENN ATHLETICS$20,000
ISLAND AUTISM GROUP INC
515 LAMBERTS COVE ROADWEST TISBURYMA02575N/A501(C)(3)SERVICES TO AUTISTIC CHILDREN$50,000
BOYS A GIRLS CLUB MVY
44 ROBINSON ROADEDGARTOWNMA02539N/A501(C)(3)AFTER SCHOOL, SUMMER PROGRAMS$62,500
WJ BRENNAN CENTER FOR JUSTICE INC
120 BROADWAY SUITE 1750NEW YORKNY10271N/A501(C)(3)TO DEFEND DEMOCRACY$15,000
NATIONAL REDISTRICTING FOUNDATION
700 13TH ST NW STE 600WASHINGTONDC20005N/A501(C)(3)VOTING RIGHTS$15,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$218,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3,559RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$35,818RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$352,190RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$391,567RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$391,567TotalIncomeProducingActyAmt

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

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 PersonDAVID BRUSHContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line140 GREEN HOLLOW ROADAddressLine1Txt
CityEDGARTOWNCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02539ZIPCd
FieldValueIRS element (for citing)
Total Contributions$937,416TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (5 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
11100 SHS APPLE INC.$199,2982024-01-15
1325 SHS ELI LILLY & CO$201,0292024-01-15
1355 SHS ELI LILLY & CO$271,2132024-05-14
1550 SHS APPLE INC$121,9462024-08-14
1500 SHS MCDONALD'S CORP$143,9302024-08-29

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
EOG RESOURCES INC2023-11PURCHASE2024-02$33,684$37,293-$3,609
APPLE INC2015-03DONATION2024-01$92,379$16,016$76,363
ELI LILLY & CODONATION2024-05$201,242$48,825$152,417
ELI LILLY & CO.2011-06DONATION2024-08$185,282$7,507$177,775
EOG RESOURCES INC2022-01PURCHASE2024-02$22,456$19,861$2,595
MEDICAL PROPERTIES TRUSTPURCHASE2024-12$25,155$78,506-$53,351

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFORD MOTOR CR CO LLCBondNm
EOY Book Value$179,660EOYBookValueAmt
EOYFMV$180,164EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
APPLE INC$36,833$287,983
CLEVELAND-CLIFFS INC$46,443$37,600
MCDONALDS$55,124$220,316
EOG RESOURCES$59,484$73,548
ENTERPRISE PRODUCTS PARTNERS$121,048$134,848
ELI LILLY & CO$8,634$177,560
MICROSOFT CORP$73,316$80,085
SALESFORCE INC$60,496$70,209
SCE TRUST VI PREFERRED STOCK$102,300$95,500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MEDICAL PROPERTIES TRUSTFMV
MERLIN PROPERTIES SOCIMI SAFMV$539,034$526,034

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
BANK FEES$200$200
MISCELLANEOUS EXPENSE$1,905$1,905
FOREIGN CURRENCY EXCH NET LOS$282$282

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMKT VAL OF STOCK CONTRB VS. BOOK VALUEDesc
Amt$780,600Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAID/ WITHHELDCategoryTxt
Amt$1,898Amt
Disbursements Charitable Prps$1,898DisbursementsCharitablePrpsAmt

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