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JG FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
JG FOUNDATION (EIN 95-4693758)
Tax period
2016-06-01 to 2017-05-31
Filed
2017-08-28
IRS object ID
201722409349100622
Schema version
2016v3.1
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)
Return2017-08-28T19:36:17-05:00ReturnTs
Tax Period End2017-05-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DREYER ROBBINS & ASSOCIATESBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1355 S GRAND AVE STE 1710AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP900711532ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-06-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN954693758EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JG FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O JAMES GIPSONBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% DREYER ROBBINS & ASSOCIATESInCareOfNm
Business Name ControlJGFOBusinessNameControlTxt
Phone2136838790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line19663 SANTA MONICA BLVD Suite 690AddressLine1Txt
CityBEVERLY HILLSCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES GIPSONPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2136838790PhoneNum
Signature2017-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL S DREYERPreparerPersonNm
PTINP00002084PTIN
Phone2136838790PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address45.59.221.2IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id96005520172405000004FederalOriginalSubmissionId
Federal Original Submission Id2017-08-28FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id22A30E05A24522C76BC534C4079A184390929D56AtSubmissionCreationDeviceId
At Submission Filing Device Id22A30E05A24522C76BC534C4079A184390929D56AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,571,978FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$79InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$79InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$305,250DividendsRevAndExpnssAmt
Dividends Net Invst Incm$305,250DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$868,862NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,480,862GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$868,862CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,176,191TotalRevAndExpnssAmt
Total Net Invst Incm$1,174,191TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$5,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$15,018TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,818TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,825TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,250,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,250,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,270,818TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,825TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,250,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$94,627ExcessRevenueOverExpensesAmt
Net Investment Income$1,168,366NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$142,854SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$660,228SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$660,228SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$6,388,699CorporateStockBOYAmt
Corporate Stock EOY$5,767,659CorporateStockEOYAmt
Corporate Stock EOYFMV$10,911,750CorporateStockEOYFMVAmt
Total Assets BOY$6,531,553TotalAssetsBOYAmt
Total Assets EOY$6,427,887TotalAssetsEOYAmt
Total Assets EOYFMV$11,571,978TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$6,531,553RetainedEarningBOYAmt
Retained Earning EOY$6,427,887RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,531,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,427,887TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,531,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,427,887TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,531,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$94,627ExcessRevenueOverExpensesAmt
Subtotal$6,436,926SubtotalAmt
Other Decreases$9,039OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,427,887TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyMICROSOFT CORPPropertyDesc
Sold2016-12-06SoldDt
Gross Sales Price$1,480,862GrossSalesPriceAmt
Cost Or Other Basis$612,000CostOrOtherBasisAmt
Gain Or Loss$868,862GainOrLossAmt
Gains Minus Excess Or Losses$868,862GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$868,862CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,245,117AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$11,212,046NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.200242DistributionYr1Rt
Adjusted Qlfy Distri Yr2$1,250,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$12,204,197NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.102424DistributionYr2Rt
Adjusted Qlfy Distri Yr3$1,200,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,122,158NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.098992DistributionYr3Rt
Adjusted Qlfy Distri Yr4$1,100,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$10,699,791NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.102806DistributionYr4Rt
Adjusted Qlfy Distri Yr5$1,000,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$10,059,639NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.099407DistributionYr5Rt
Total Distribution0.603871TotalDistributionRt
Average Distribution0.120774AverageDistributionRt
Net Vl Noncharitable Assets$11,390,238NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,375,645AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$11,684NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,387,329AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$1,250,000QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,367InvestmentIncomeExciseTaxAmt
Subtotal$23,367SubtotalAmt
Tax Based On Investment Income$23,367TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,854EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$9,854TotalPaymentsAndCreditsAmt
Tax Due$13,513TaxDueAmt

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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DREYER ROBBINS & ASSOCIATESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2136838790PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1355 S GRAND AVENUE SUITE 1710AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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

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
JAMES GIPSON
605 N CANON DRIVEBEVERLY HILLSCA90210PRESIDENT0$0$0$0
MICHAEL KROMM
605 N CANON DRIVEBEVERLY HILLSCA90210SECRETARY & CFO0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$11,200,631AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$363,062AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$11,563,693TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$11,563,693AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$173,455CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,390,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$569,512MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$569,512MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,367TaxBasedOnInvestmentIncomeAmt
Total Tax$23,367TotalTaxAmt
Distributable Before Adj$546,145DistributableBeforeAdjAmt
Distributable Before Ded$546,145DistributableBeforeDedAmt
Distributable As Adjusted$546,145DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,250,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$1,250,000QualifyingDistributionsAmt
Adjusted Qualifying Distri$1,250,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$546,145DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$504,866ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$572,735ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$613,341ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$645,482ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,694,281ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$4,030,705TotalExcessDistributionCyovAmt
Qualifying Distributions$1,250,000QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$546,145AppliedToCurrentYearAmt
Remaining Distri From Corpus$703,855RemainingDistriFromCorpusAmt
Total Corpus$4,734,560TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$504,866ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,229,694ExcessDistriCyovToNextYrAmt
Excess From Year4$572,735ExcessFromYear4Amt
Excess From Year3$613,341ExcessFromYear3Amt
Excess From Year2$645,482ExcessFromYear2Amt
Excess From Year1$1,694,281ExcessFromYear1Amt
Excess From Current Year$703,855ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BOSTON COLLEGEBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1142 BEACON STREETAddressLine1Txt
CityCHESTNUT HILLCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02467ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation Status501(c)(3)RecipientFoundationStatusTxt
Grant Or Contribution PurposeCHARITABLEGrantOrContributionPurposeTxt
Amt$1,250,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,250,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$79ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$305,250ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$868,862ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,174,191ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,174,191TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDREYER, ROBBINS & ASSOCIATESCategoryTxt
Amt$5,800Amt
Net Investment Income$5,800NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
100,000 SHS GENERAL ELECTRIC$2,228,520$2,738,000
25,000 SHS MARSH & MCLENNAN$679,165$1,939,000
25,000 SHS MICROSOFT CORP$612,000$1,746,000
35,000 SHS JOHNSON & JOHNSON$2,247,974$4,488,750

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR YEAR ADJUSTMENTDesc
Amt$9,039Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
CA FTB TAX$25$25
IRS$14,993

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