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BUCKLEY FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BUCKLEY FAMILY CHARITABLE FOUNDATION (EIN 47-1197763)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-25
IRS object ID
202421169349101602
Schema version
2023v5.0
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)
Return2024-04-25T09:45:17-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN471197763EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Buckley Family Charitable FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlBUCKBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKATIE BUCKLEYPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone8008391754PhoneNum
Signature2024-04-19SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKATIEPersonFirstNm
Person LastBUCKLEYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Additional Filer Information AdditionalFilerInformation

FieldValueIRS element (for citing)
Trusted CustomerTrustedCustomerGrp
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,466,046FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,082ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$53InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$53InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,500DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,500DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,960NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$187,067GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$34,144CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$356,595TotalRevAndExpnssAmt
Total Net Invst Incm$72,697TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$3,600CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$3,600CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$13,047OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,047OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$676TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$12,065OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$12,065OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$29,388TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,047TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,665TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$69,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$69,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,138TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,047TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$85,415TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$257,457ExcessRevenueOverExpensesAmt
Net Investment Income$59,650NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$27,345SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$33,300SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$33,300SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,895,579CorporateStockBOYAmt
Corporate Stock EOY$2,147,081CorporateStockEOYAmt
Corporate Stock EOYFMV$2,432,746CorporateStockEOYFMVAmt
Total Assets BOY$1,922,924TotalAssetsBOYAmt
Total Assets EOY$2,180,381TotalAssetsEOYAmt
Total Assets EOYFMV$2,466,046TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,922,924RetainedEarningBOYAmt
Retained Earning EOY$2,180,381RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,922,924TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,180,381TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,922,924TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,180,381TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,922,924TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$257,457ExcessRevenueOverExpensesAmt
Subtotal$2,180,381SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,180,381TotNetAstOrFundBalancesEOYAmt

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$187,067GrossSalesPriceAmt
Cost Or Other Basis$152,923CostOrOtherBasisAmt
Gain Or Loss$34,144GainOrLossAmt
Gains Minus Excess Or Losses$34,144GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$34,144CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$829InvestmentIncomeExciseTaxAmt
Subtotal$829SubtotalAmt
Tax Based On Investment Income$829TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$600TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Tax Due$229TaxDueAmt

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 StateDEOrgReportOrRegisterStateCd
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 Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
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 PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
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
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Jane Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir1.0$0$0$0
Katie Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Sec, Dir, Pres1.0$3,600$0$0
Steve Buckley
Foundation Source 501 Silverside RdWilmingtonDE198091377Treas, VP1.0$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$2,033,974AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$27,954AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,061,928TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,061,928AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$30,929CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,030,999NetVlNoncharitableAssetsAmt
Minimum Investment Return$101,550MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$101,550MinimumInvestmentReturnAmt
Tax Based On Investment Income$829TaxBasedOnInvestmentIncomeAmt
Total Tax$829TotalTaxAmt
Distributable Before Adj$100,721DistributableBeforeAdjAmt
Distributable Before Ded$100,721DistributableBeforeDedAmt
Distributable As Adjusted$100,721DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$85,415ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$85,415QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$100,721DistributableAsAdjustedAmt
Undistributed Income PY$84,939UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Qualifying Distributions$85,415QualifyingDistributionsAmt
Applied To Year1$84,939AppliedToYear1Amt
Applied To Current Year$476AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$100,245UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJane BuckleyContributingManagerNm
Contributing ManagerSteve BuckleyContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALLIANCE FOR CHOICE IN EDUCATION
5251 DTC PKWY STE 1150GREENWOOD VILLAGECO80111N/APCGeneral & Unrestricted$5,000
CHILDRENS HOSPITAL COLORADO
PO BOX 5585DENVERCO80217N/APCPediatric Mental Health (PMH)$50,000
COLORADO INSTITUTE OF DEVELOPMENTAL PEDIATRICS INC
56 INVERNESS DR E STE 250ENGLEWOODCO80112N/APCGeneral & Unrestricted$5,000
DENVER BALLET GUILD
PO BOX 2656LITTLETONCO80161N/APCBal De Ballet$2,500
DRENNENS DREAMS FOUNDATION
6874 S FRANKLIN CIRCENTENNIALCO80122N/APCCharitable Event$1,250
SHILOH HOME INC
6588 W OTTAWA AVELITTLETONCO80128N/APCGeneral & Unrestricted$1,000
UNIVERSITY OF COLORADO FOUNDATION
PO BOX 17126DENVERCO80217N/APCCharitable Event$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$69,750TotalGrantOrContriPdDurYrAmt

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$53ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,500ExclusionAmt
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 IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$17,960ExclusionAmt
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$56,513ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,513TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBuckley JaneContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14092 E Iris CourtAddressLine1Txt
CityGreenwood VillageCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80121ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,082TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyPROSHARES LARGE CAP CORE PLUS CSM, 5462 sh.NoncashPropertyDesc
Fair Market Value$300,082FairMarketValueAmt
Received2023-12-28ReceivedDt

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (25 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALPS/SMITH TOTAL RETURN BOND F$33,874$35,153
AMAZON COM$39,687$36,466
APPLE INC$84,679$154,217
BERKSHIRE HATHAWAY INC. CLASS$124,403$164,063
CALAMOS GROWTH AND INCOME FD C$105,697$112,376
CAMBIAR SMID INVESTOR$125,001$157,815
CATALYST MILLBURN HEDGE STRATE$89,463$94,642
DBX DEUTSCHE X TRACKERS RUSSEL$80,378$107,134
FINANCIAL SELECT SECTOR SPDR F$13,184$18,574
FIRST TRUST CAPITAL STRENGTH$124,717$143,112
FIRST TRUST NASDAQ CYBERSECURI$57,160$70,100
GOLDMAN SACHS GQG PARTNERS INT$130,659$145,338
INVESCO OPPENHEIMER DEVELOPING$79,001$66,341
LOOMIS SAYLES FDS INV GRADE BO$45,622$46,959
LORD ABBETT BOND DEBENTURE FUN$85,710$76,271
MFS INTERNATIONAL DIVERSIFICAT$108,027$114,933
NEXTERA ENERGY, INC$25,087$21,138
OAKMARK INTERNATIONAL FUND$33,837$43,153
PERFORMANCE TRUST TOTAL RETURN$33,991$35,542
PROSHARES LARGE CAP CORE PLUS$424,633$461,710
PROSHARES RUSSELL 2000 DIVIDEN$52,152$65,595
THE BLACKSTONE GROUP INC CL A$82,054$107,093
VISA INC$44,805$56,236
WALT DISNEY HOLDINGS CO$42,688$23,024
WESTERN ASSET MACRO OPPORTUNIT$80,572$75,761

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$12,040$12,040
State or Local Filing Fees$25$25

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$13,047Amt
Net Investment Income$13,047NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
990-PF Estimated Tax for 2023$600
990-PF Excise Tax for 2022$76

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