Form 990 for tax year 2024

1d · Related organizations

$40,000

1f · All other contributions, gifts and grants

$257,730

3 · Investment income

total $123,582 · excluded $123,582

7a · Gross sales of assets other than inventory

securities $1,118,481 · other assets $3,243

7b · Less cost or other basis and sales expenses

securities $1,082,796

7c · Gain or loss

securities $35,685 · other assets $3,243

7d · Net gain or loss

total $38,928 · related or exempt $38,928

11a · Other revenue: BASIS ADJ FOR WASH SALES

total $10,835 · excluded $10,835

11b · Other revenue: CASH LIQUIDATIONS

total $1,233 · excluded $1,233

11c · Other revenue: NON-DIVIDEND DISTRIBUTION

total $532 · excluded $532

11e · Other revenue, total

$12,600

11c · Fees: accounting

total $854 · program services $854

21 · Payments to affiliates

total $80,000 · program services $80,000

23 · Insurance

total $698 · program services $698

24a · Other expenses: ADVISORY FEES

total $25,571 · program services $25,571

24b · Other expenses: FOREIGN TAX

total $613 · program services $613

24c · Other expenses: PROPERTY TAXES

total $592 · program services $592

2 · Savings and temporary cash investments

beginning of year $35,408 · end of year $93,596

10a · Land, buildings and equipment: cost or other basis

$301,205

10c · Land, buildings and equipment, net

end of year $301,205

11 · Investments: publicly traded securities

beginning of year $2,971,012 · end of year $2,976,131

27 · Net assets without donor restrictions

beginning of year $3,006,420 · end of year $3,370,932