Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
TW GEORGE BRAUNINGER MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

90-0041483
B Telephone number (see instructions)

(888) 730-4933
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$13,266,405J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 456,984 451,949  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -279,951
b Gross sales price for all assets on line 6a 1,188,885
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,384 18,384  
12 Total. Add lines 1 through 11........ 195,417 470,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,988 121,489   13,499
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,190 0 0 1,190
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
9,199 9,199   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,914 5,508   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66 66    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 156,357 136,262 0 14,689
25 Contributions, gifts, grants paid....... 506,472 506,472
26 Total expenses and disbursements. Add lines 24 and 25 662,829 136,262 0 521,161
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -467,412
b Net investment income (if negative, enter -0-) 334,071
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 601,488 493,484 493,484
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,326,906 Click to see attachment
List of Attached Documents:
// Content
2,472,943 		5,452,181
c Investments—corporate bonds (attach schedule)....... 2,817,838 Click to see attachment
List of Attached Documents:
// Content
2,923,793 		2,766,813
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,600,107 Click to see attachment
List of Attached Documents:
// Content
3,998,851 		4,553,927
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,346,339 9,889,071 13,266,405
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 10,346,339 9,889,071
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,346,339 9,889,071
30 Total liabilities and net assets/fund balances (see instructions). 10,346,339 9,889,071
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,346,339
2
Enter amount from Part I, line 27a .....................
2
-467,412
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
14,852
4
Add lines 1, 2, and 3 ..........................
4
9,893,779
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,708
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,889,071
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 65000. GLOBAL PAYMENTS INC 2.150% 1/15/27   2022-10-12 2023-01-23
b 65000. HP ENTERPRISE CO 1.450% 4/01/24   2021-03-17 2023-03-07
c 2190. ISHARES CMBS ETF   2022-10-12 2023-03-20
d 230. FIDELITY NATL INFORMATION SVCS INC   2022-07-05 2023-03-29
e 515. FIDELITY NATL INFORMATION SVCS INC     2023-03-29
670. INTERPUBLIC GROUP COS INC   2021-02-25 2023-03-29
140. JPMORGAN CHASE & CO   2000-12-18 2023-03-29
805. LAS VEGAS SANDS CORP   2020-03-02 2023-03-29
100. UNION PACIFIC CORP   2018-12-28 2023-03-29
1. CORBIN MULTI STRATEGY FUND LLC   1950-01-01 2023-03-31
1. CORBIN MULTI STRATEGY FUND LLC   1950-01-01 2023-03-31
190. ALPHABET INC CL C   2014-04-22 2023-04-19
15. BLACKROCK INC   2021-02-25 2023-04-19
385. CISCO SYSTEMS INC     2023-04-19
165. JPMORGAN CHASE & CO   2000-12-18 2023-04-19
800. MANULIFE FINANCIAL CORP     2023-04-19
75. MICROSOFT CORP   1993-07-28 2023-04-19
140. SYSCO CORP   2020-05-20 2023-04-19
265. UNILEVER PLC - ADR   2020-03-02 2023-04-19
170. WASTE MANAGEMENT INC   2021-02-25 2023-04-19
940. CVS HEALTH CORPORATION   2004-02-18 2023-06-26
1000. WALT DISNEY CO   2012-06-25 2023-06-26
540. HASBRO INC   2021-04-29 2023-06-26
730. LAS VEGAS SANDS CORP     2023-06-26
860. SYSCO CORP     2023-06-26
135. EATON CORP PLC     2023-06-26
35000. US TREASURY NOTE 2.625% 3/31/25   2018-04-30 2023-07-12
90000. US TREASURY NOTE 2.500% 5/15/24     2023-07-12
65000. FED NATL MTG ASSN 2.625% 9/06/24     2023-11-14
75000. US TREASURY NOTE 2.250% 11/15/25     2023-11-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 58,356   55,515 2,841
b 62,221   66,241 -4,020
c 102,027   99,662 2,365
d 11,742   21,760 -10,018
e 26,291   64,940 -38,649
23,611   18,073 5,538
18,091   6,168 11,923
44,345   46,069 -1,724
19,879   13,818 6,061
76,542   475,404 -398,862
4,029   24,596 -20,567
19,999   5,087 14,912
10,475   10,695 -220
18,551   14,917 3,634
23,274   7,270 16,004
15,575   13,544 2,031
21,623   182 21,441
10,485   7,309 3,176
14,270   14,321 -51
28,103   19,283 8,820
66,006   17,404 48,602
89,383   46,696 42,687
32,886   53,233 -20,347
42,659   36,169 6,490
62,382   41,587 20,795
26,559   18,806 7,753
33,703   34,388 -685
87,901   95,420 -7,519
63,556   66,040 -2,484
71,370   73,610 -2,240
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
      2,991
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       2,841
b       -4,020
c       2,365
d       -10,018
e       -38,649
      5,538
      11,923
      -1,724
      6,061
      -398,862
      -20,567
      14,912
      -220
      3,634
      16,004
      2,031
      21,441
      3,176
      -51
      8,820
      48,602
      42,687
      -20,347
      6,490
      20,795
      7,753
      -685
      -7,519
      -2,484
      -2,240
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -279,951
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 4,644
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,644
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,644
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,047
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,047
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 403
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow403 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowWELLS FARGO BANK NA Telephone no.right arrow (800) 352-3705

Located atright arrow100 N MAIN ST FL 5D4001-052WINSTON SALEMNC ZIP+4right arrow27101
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
PHILLIP E GRIFFIN CO-TRUSTEE
1 		22,498    
100 N Main St FL 5D4001-052
WINSTON SALEM,NC27101
WELLS FARGO BANK N A CO-TRUSTEE
1 		112,490    
100 N MAIN ST MAC D4001-117
WINSTON SALEM,NC27101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
11,917,274
b
Average of monthly cash balances.......................
1b
562,283
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
12,479,557
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
12,479,557
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
187,193
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
12,292,364
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
614,618
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
614,618
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,644
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
4,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
609,974
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
609,974
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
609,974
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
521,161
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
521,161
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 609,974
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 120,364
b From 2019...... 130,218
c From 2020...... 161,603
d From 2021...... 58,722
e From 2022...... 121,933
f Total of lines 3a through e ........ 592,840
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 521,161
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 521,161
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 88,813 88,813
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 504,027
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		31,551
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		472,476
10 Analysis of line 9:
a Excess from 2019.... 130,218
b Excess from 2020.... 161,603
c Excess from 2021.... 58,722
d Excess from 2022.... 121,933
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

TRENTON & CAPITAL AREA YMCA

431 PENNINGTON AVENUE
TRENTON,NJ08611 		NONE PC GENERAL OPERATING 253,236

LUTHERAN SOCIAL MINISTRIES OF NJ

3 MANHATTAN DRIVE
BURLINGTON,NJ08016 		NONE PC GENERAL OPERATING 253,236
Total .................................right arrow 3a 506,472
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 456,984  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -279,951  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    1 18,384  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   195,417  
13Total. Add line 12, columns (b), (d), and (e)..................
13
195,417
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,190     1,190

TY 2023 InvestmentsCorpBondsSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Name of Bond End of Year Book Value End of Year Fair Market Value
14040HBN4 CAPITAL ONE FINANCIA 61,896 52,515
9128283W8 US TREASURY NOTE 92,844 86,031
9128286T2 US TREASURY NOTE 2.3 95,060 83,419
9128286A3 US TREASURY NOTE 99,047 96,856
06367WMQ3 BANK OF MONTREAL 66,596 64,042
46625HRV4 JPMORGAN CHASE & CO 66,739 61,917
693475AZ8 PNC FINANCIAL SERVIC 70,300 56,860
254687FL5 WALT DISNEY COMPANY/ 66,936 57,673
06051GGA1 BANK OF AMERICA CORP 72,233 61,844
961214DW0 WESTPAC BANKING CORP 49,657 47,702
00287YAQ2 ABBVIE INC 60,976 54,004
38148LAE6 GOLDMAN SACHS GROUP 68,990 63,660
9128286X3 US TREASURY NOTE 96,973 95,473
912828U24 US TREASURY NOTE 2.0 71,565 70,904
9128285M8 US TREASURY NOTE 107,310 96,602
912828M56 US TREASURY NOTE 23,491 24,078
25389JAR7 DIGITAL REALTY TRUST 63,236 53,039
867914BS1 SUNTRUST BANKS INC 69,106 63,870
166764BW9 CHEVRON CORP 67,092 62,326
9128284F4 US TREASURY NOTE 63,018 63,461
912828WJ5 US TREASURY NOTE 2.5    
20030NCT6 COMCAST CORP 77,776 64,095
036752AB9 ANTHEM INC 68,393 63,049
3135G0ZR7 FED NATL MTG ASSN 2.    
437076BM3 HOME DEPOT INC 66,970 62,986
29444UBL9 EQUINIX INC 62,646 57,018
548661DY0 LOWE'S COS INC 61,012 53,984
110122DP0 BRISTOL-MYERS SQUIBB 63,075 57,738
126650DM9 CVS HEALTH CORP 63,006 57,730
3135G04Z3 FED NATL MTG ASSN 59,279 56,618
42824CBJ7 HP ENTERPRISE CO    
78016EZM2 ROYAL BANK OF CANADA 64,037 60,252
61746BEF9 MORGAN STANLEY 71,942 63,017
907818FU7 UNION PACIFIC CORP 52,647 56,504
91282CBL4 US TREASURY NOTE 80,191 83,473
49326EEJ8 KEYCORP 52,730 55,285
9128282R0 US TREASURY NOTE 91,508 94,313
37940XAG7 GLOBAL PAYMENTS INC    
120568BB5 BUNGE LTD FINANCE CO 58,347 61,448
023135CH7 AMAZON.COM INC 60,619 61,917
91282CDY4 US TREASURY NOTE 1.8 56,977 55,882
91282CGQ8 US TREASURY NOTE 102,113 100,473
91282CHC8 US TREASURY NOTE 120,098 119,961
91282CHT1 US TREASURY NOTE 157,362 164,794

TY 2023 InvestmentsCorpStockSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Name of Stock End of Year Book Value End of Year Fair Market Value
172967424 CITIGROUP INC. 93,966 102,366
56501R106 MANULIFE FINANCIAL C 65,221 104,202
46625H100 JPMORGAN CHASE & CO 25,673 180,306
02079K107 ALPHABET INC CL C 67,203 353,734
037833100 APPLE INC 54,325 512,130
532457108 ELI LILLY & CO COM 31,149 84,523
883556102 THERMO FISHER SCIENT 8,989 130,044
30231G102 EXXON MOBIL CORPORAT 8,383 83,983
87612E106 TARGET CORP 5,785 51,983
150870103 CELANESE CORP 61,430 107,205
31620M106 FIDELITY NATL INFORM    
126650100 CVS HEALTH CORPORATI    
871829107 SYSCO CORP    
09247X101 BLACKROCK INC 73,805 89,298
254687106 WALT DISNEY CO    
285512109 ELECTRONIC ARTS INC 64,075 77,982
891160509 TORONTO DOMINION BK 74,109 89,499
907818108 UNION PACIFIC CORP 35,236 62,633
11135F101 BROADCOM INC 51,354 217,669
867224107 SUNCOR ENERGY INC NE 71,148 74,012
609207105 MONDELEZ INTERNATION 45,941 77,862
512807108 LAM RESEARCH CORP CO 34,895 101,824
904767704 UNILEVER PLC - ADR 46,033 43,147
09857L108 BOOKING HOLDINGS INC 28,081 70,944
517834107 LAS VEGAS SANDS CORP    
92826C839 VISA INC-CLASS A SHR 53,213 82,010
17275R102 CISCO SYSTEMS INC 41,239 86,389
911312106 UNITED PARCEL SERVIC 57,795 73,898
594918104 MICROSOFT CORP 3,717 575,341
94106L109 WASTE MANAGEMENT INC 51,680 92,237
91324P102 UNITEDHEALTH GROUP I 12,492 152,676
09260D107 BLACKSTONE INC 54,870 118,483
478160104 JOHNSON & JOHNSON 2,786 38,401
742718109 PROCTER & GAMBLE CO 1,565 21,981
166764100 CHEVRON CORP 7,481 55,189
75513E101 RTX CORP 100,447 106,016
H2906T109 GARMIN LTD 51,291 67,484
58933Y105 MERCK & CO INC NEW 71,248 106,840
30303M102 META PLATFORMS INC 116,996 175,210
418056107 HASBRO INC    
G29183103 EATON CORP PLC 80,585 146,900
192446102 COGNIZANT TECH SOLUT 70,593 69,865
460690100 INTERPUBLIC GROUP CO 35,876 43,411
00287Y109 ABBVIE INC 46,021 65,862
097023105 BOEING CO 40,765 58,649
7591EP100 REGIONS FINL CORP NE 69,844 69,187
654106103 NIKE INC CL B 16,388 14,657
25243Q205 DIAGEO PLC - ADR 48,231 35,687
89151E109 TOTALENERGIES SE -SP 116,461 136,781
H84989104 TE CONNECTIVITY LTD 48,871 54,093
00724F101 ADOBE INC 62,890 77,558
007903107 ADVANCED MICRO DEVIC 73,376 109,820
437076102 HOME DEPOT INC 65,211 77,974
580135101 MCDONALDS CORP 62,198 63,750
855244109 STARBUCKS CORP COM 62,012 60,486

TY 2023 InvestmentsOtherSchedule2
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
464287457 ISHARES 1-3 YEAR TRE AT COST 16,774 16,408
19248X604 COHEN & STEERS PR SE AT COST 396,007 332,529
52106N459 LAZARD GL LIST INFRA AT COST 240,893 241,299
000843201 ACAP STRATEGIC FUND- AT COST 250,000 241,786
PFX990006 PIMCO FLEXIBLE CREDI AT COST 250,000 170,239
GTC996442 CORBIN MULTI STRATEG      
90274D382 ETRACS ALERIAN INFRA AT COST 271,496 288,459
00143W859 INV OPP DEVELOP MRKT AT COST 265,894 303,889
46429B366 ISHARES CMBS ETF      
044820504 ASHMORE EMERG MKTS C AT COST 191,719 127,934
464287499 ISHARES RUSSELL MID- AT COST 70,485 394,868
04314H600 ARTISAN MID CAP FUND AT COST 200,000 248,595
27831R108 EV GLBL MACR ABS RTR AT COST 248,406 233,788
922908629 VANGUARD MIDCAP VIPE AT COST 160,401 300,804
31641Q755 FIDELITY NEW MRKTS I AT COST 481,928 392,740
89155T490 TOUCHSTONE MID CAP-R AT COST 199,367 481,516
04314H402 ARTISAN INTERNATIONA AT COST 189,297 194,193
74256W626 PRINCIPAL HIGH YIELD AT COST 330,000 323,216
46090F100 INVESCO OPTIMUM YIEL AT COST 236,184 261,664

TY 2023 OtherDecreasesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Description Amount
CY PURCHASE OF ACCRUED INTEREST 1,598
PY RETURN OF CAPITAL ADJ 3,102
TAX LOT BASIS ADJ 8


TY 2023 OtherExpensesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT EXPENSES - ADR FEES 66 66   0


TY 2023 OtherIncomeSchedule2
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 18,384 18,384  


TY 2023 OtherIncreasesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Description Amount
MUTUAL FUND TIMING ADJ 13,464
PY PURCHASE OF ACCRUED INTEREST 1,332
COST BASIS ADJ 56


TY 2023 OtherProfessionalFeesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMNT MNGMNT FEES (NON-DED 9,199 9,199    


TY 2023 TaxesSchedule
Name:
TW GEORGE BRAUNINGER MAIN
EIN:
90-0041483
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 5,508 5,508   0
FEDERAL TAX PAYMENT - PRIOR YE 359 0   0
FEDERAL ESTIMATES - PRINCIPAL 5,047 0   0