NEWMAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
NEWMAN FAMILY FOUNDATION (EIN 38-7197017)
Tax period
2024-12-01 to 2025-11-30
Filed
2026-09-14
IRS object ID
202622579349100007
Schema version
2024v5.5
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)
Return2026-09-14T09:12:38-05:00ReturnTs
Tax Period End2025-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1420 SOUTH ORANGE AVENUE SUITE 900AddressLine1Txt
CityORLANDOCityNm
State AbbreviationFLStateAbbreviationCd
ZIP32801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN387197017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NEWMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNEWMBusinessNameControlTxt
Phone2673693341PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S 17TH STREET 820AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAY NEWMANPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2673693341PhoneNum
Signature2026-08-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLACEY M QUATSOEPreparerPersonNm
PTINP01300865PTIN
Phone4078021200PhoneNum
Preparation2026-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,016,647FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$63InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$63InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$41,909DividendsRevAndExpnssAmt
Dividends Net Invst Incm$41,909DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$545,423NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,640,311GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss-$503,451TotalRevAndExpnssAmt
Total Net Invst Incm$41,972TotalNetInvstIncmAmt
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$76OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$76OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$76TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$76TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$160,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$160,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,526TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$76TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$663,977ExcessRevenueOverExpensesAmt
Net Investment Income$41,896NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6,578CashBOYAmt
Cash EOY$7,128CashEOYAmt
Cash EOYFMV$7,128CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,488SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$680SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$680SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,177,095CorporateStockBOYAmt
Corporate Stock EOY$2,534,376CorporateStockEOYAmt
Corporate Stock EOYFMV$3,008,839CorporateStockEOYFMVAmt
Total Assets BOY$3,206,161TotalAssetsBOYAmt
Total Assets EOY$2,542,184TotalAssetsEOYAmt
Total Assets EOYFMV$3,016,647TotalAssetsEOYFMVAmt
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$3,206,161RetainedEarningBOYAmt
Retained Earning EOY$2,542,184RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,206,161TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,542,184TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,206,161TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,542,184TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,206,161TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$663,977ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,542,184SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,542,184TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$2,640,311GrossSalesPriceAmt
Cost Or Other Basis$3,185,734CostOrOtherBasisAmt
Gain Or Loss-$545,423GainOrLossAmt
Gains Minus Excess Or Losses-$545,423GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$545,423CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$582InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$582SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$14,996EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$14,996TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$14,414OverpaymentAmt
Applied To ES Tax$14,414AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2673693341PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line130 S 17TH STREET 820AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JAY HARTLEY NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
ELISSA KRAMER
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
DANIEL NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$0$0$0
DAVID NEWMAN
30 S 17TH STREET SUITE 820PHILADELPHIAPA19103TRUSTEE1.00$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$2,755,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$36,946AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,792,846TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,792,846AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,750,953NetVlNoncharitableAssetsAmt
Minimum Investment Return$137,548MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$137,548MinimumInvestmentReturnAmt
Tax Based On Investment Income$582TaxBasedOnInvestmentIncomeAmt
Total Tax$582TotalTaxAmt
Distributable Before Adj$136,966DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$136,966DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$136,966DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,450QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$136,966DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$20,645ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr2$91,845ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$84,528ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$197,018TotalExcessDistributionCyovAmt
Qualifying Distributions$160,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$136,966AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,484RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$220,502TotalCorpusAmt
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$20,645ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$199,857ExcessDistriCyovToNextYrAmt
Excess From Year2$91,845ExcessFromYear2Amt
Excess From Year1$84,528ExcessFromYear1Amt
Excess From Current Year$23,484ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAY HARTLEY NEWMANContributingManagerNm
Contributing ManagerELISSA KRAMERContributingManagerNm
Contributing ManagerDANIEL NEWMANContributingManagerNm
Contributing ManagerDAVID NEWMANContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALLET THEATRE FOUNDATION
890 BROADWAYNEW YORKNY10003PCARTS SUPPORT$3,000
BALLETCOLLECTIVE INC
720 FORT WASHINGTON AVE 4JNEW YORKNY10040PCARTS COLLABORATION$15,000
BAPTIST HEALTH FOUNDATION
6855 RED ROADCORAL GABLESFL33143PCHEALTH SUPPORT$12,500
BRITISH SCHOOLS AND UNIVERSITIES FOUNDATION INC
641 LEXINGTON AVENUE 15TH FLOORNEW YORKNY10022PCEDUCATIONAL SUPPORT - FOR THE SOCIETY FOR SCIENTIFIC EXPLORATION$1,000
CARY INSTITUTE
2801 SHARON TURNPIKEMILLBROOKNY12545PCENVIRONMENTAL PRESERVATION$2,500
CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION INC
4200 BISCAYNE BLVDMIAMIFL33137PCEDUCATIONAL SUPPORT$1,200
DUTCHESS LAND CONSERVANCY
4289 NY-82MILLBROOKNY12545PCENVIRONMENTAL PRESERVATION$2,000
GREENWICH HOUSE - MUSIC SCHOOL
46 BARROW STREETNEW YORKNY10014PCPERFORMING ARTS$10,000
HIAS
PO BOX 97077WASHINGTONDC20090PCHUMANITARIAN AID$1,500
HUDSON VALLEY CLUBHOUSE
PO BOX 1043POUGHKEEPSIENY12601PCCOMMUNITY SUPPORT$750
INNISFREE GARDEN FOUNDATION
362 TYRREL ROADMILLBROOKNY12545PCENVIRONMENTAL PRESERVATION$500
JACQUES PEPIN FOUNDATION
PO BOX 28BARRINGTONRI02806PCEDUCATIONAL SUPPORT$1,000
JAMESTOWN FOUNDATION
1310 L ST NW SUITE 810WASHINGTONDC20005PCEDUCATIONAL ADVOCACY$10,000
JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE
80 WALL STNEW HAVENCT06520PCSTUDENT SUPPORT$5,000
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENEW YORKNY10028PCARTS SUPPORT$1,500
MIAMI CITY BALLET
2200 LIBERTY AVEMIAMI BEACHFL33139PCPERFORMING ARTS$70,000
NETHERLAND-AMERICA FOUNDATION INC
505 EIGHTH AVENUE 12A05NEW YORKNY10018PCCULTURAL EDUCATION$2,500
NEW WORLD SYMPHONY
500 17TH STREETMIAMI BEACHFL33139PCPERFORMING ARTS$10,000
NEW YORK CITY BALLET
20 LINCOLN CENTER PLAZANEW YORKNY10023PCPERFORMING ARTS$3,000
PENN HILLEL
215 SOUTH 39TH STREETPHILADELPHIAPA19104PCEDUCATIONAL SUPPORT$2,500
PLANNED PARENTHOOD FEDERATION OF AMERICA
PO BOX 97166WASHINGTONDC20090PCFAMILY PLANNING ADVOCACY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$160,450TotalGrantOrContriPdDurYrAmt
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$63ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$41,909ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$545,423ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion-$503,451ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$503,451TotalIncomeProducingActyAmt

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESCO QQQ TRUST SERIES 1$498,040$603,769
VANGUARD DIVIDEND APPREC ETF$499,822$556,675
VANGUARD S&P 500 ETF$1,381,137$1,692,308
JPM MANAGED INCOME FD$155,377$156,087

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$76Amt
Net Investment Income$76NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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