2024-11-15T12:12:16-06:00 2023-12-31 Cade Much & Company PC 12001 N Central Expy Ste 1150 Dallas TX 75243 990PF 2023-01-01 856571447 JOHN DEWITT GREGORY CHARITABLE TRUST c/o JOANNA GROSSMAN TRUSTEE % JOANNA GROSSMAN JOHN 5166177259 3305 VILLANOVA STREET DALLAS TX 75225 JOANNA GROSSMAN TRUSTEE 5166177259 2024-05-13 true 2023 2024-10-15 13:58:12Z X 4135988 X 658485 8 8 4276 4276 5029 612217 5029 200695 200695 868493 210008 40000 40000 375 0 0 375 5718 0 0 5718 114 114 13539 7039 6500 59746 7039 0 52707 168000 168000 227746 7039 0 220707 640747 202969 0 76243 43562 43562 436962 717744 838138 2766864 3156648 3254288 3280069 3917954 4135988 0 0 X 3280069 3917954 3280069 3917954 3280069 3917954 3280069 640747 62 3920878 2924 3917954 THRU JP MORGAN (731)-SEE DETAIL 2023-12-31 102465 116251 -11169 -13786 THRU JP MORGAN (731)-SEE DETAIL 2023-12-31 498266 482549 19324 15717 THRU JP MORGAN (731)-SEE DETAIL 2023-12-31 11486 14612 -3126 -3126 5029 2821 2821 2821 0 5000 3798 8798 159 5818 5818 false false false false false false false true true TX true false false false false true JOANNA GROSSMAN 5166177259 3305 VILLANOVA STREET DALLAS TX 75225 false false false false false false false false false false false false false false false false false false false false false JOANNA GROSSMAN 3305 VILLANOVA STREET DALLAS TX 75225 TRUSTEE 5.0 40000 0 0 505772 59903 2804966 3370641 0 3370641 50560 3320081 166004 166004 2821 2821 163183 163183 163183 220707 0 0 0 0 220707 163183 0 2021 2020 2019 44186 44186 220707 0 163183 57524 101710 0 0 101710 44186 57524 X ASSENT SOCCER 1440 W STREET NW APT 407 WASHINGTON DC 20009 NC GENERAL FUNDS 5000 SOUTHERN POVERTY LAW CENTER 400 WASHINGTON AVENUE MONTGOMERY AL 36104 NC GENERAL FUNDS 2500 NATIONAL CENTER FOR LAW & ECONOMIC JUSTICE 50 BROADWAY STE 1500 NEW YORK NY 10004 NC GENERAL FUNDS 75000 BRONX LETTERS FOUNDATION 1202 LEXINGTON AVE STE 202 NEW YORK NY 10028 NC JOHN DEWITT GREGORY WRITER IN RESIDENCE FOR THE 2023-2024 ACADEMIC YEAR 35000 ACTORS EQUITY FUND 165 W 46TH ST NEW YORK CITY NY 10036 GENERAL FUNDS 2500 EQUAL RIGHTS ADVOCATES 611 MISSION STREET 4TH FLOOR SAN FRANCISCO CA 94105 NC GENERAL FUNDS 10000 EQUAL JUSTICE WORKS 1730 M STREET NW SUITE 800 WASHINGTON DC 200364511 NC GENERAL FUNDS 5000 CHILD POVERTY ACTION LAB 1808 S GOOD LATIMER EXPY SUITE 102 DALLAS TX 75226 NC GENERAL FUNDS 5000 ROUNDABOUT THEATRE COMPANY 231 WEST 39TH STREET SUITE 1200 NEW YORK NY 10018 NC GENERAL FUNDS 2500 LEGAL AID OF NORTHWEST TEXAS 600 E WEATHERFORD STREET FORT WORTH TX 76102 NC GENERAL FUNDS 25500 168000 14 8 14 4276 18 5029 FORM 1099-R 36 200650 EXEMPT INTEREST DIVIDENDS 14 45 210008 210008 false false false false false false false false false false X X 1 JOHN GREGORY LIVING TRUST 3305 VILLANOVA STEET DALLAS TX 75225 658485 X PROFESSIONAL FEES 5718 5718 LEGAL FEES 375 375 TIAA BROKERAGE (INHERITED IRA) 1540977 1571711 1688993 TIAA PENSION ANNUITY 1225887 1076464 1056822 TIAA (FORMERLY LIVING TR) 508473 508473 TAX LIABILITY FORM 1041 FOR 2022 2894 FOREIGN TAX WITHHELD/PAID 30 INVESTMENT MGMT FEES 7039 7039 WEBSITE DESIGN 5000 5000 OTHER CONTRACT LABOR 1500 1500 TIAA FORM 1099-R 200650 200650 JP MORGAN - EXEMPT INTEREST DIVIDENDS 45 45 NONDIVIDEND DISTRIBUTION 62