HILDA MULLEN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HILDA MULLEN FOUNDATION (EIN 13-7120449)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-29
- IRS object ID
- 202441209349100404
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-29T06:40:44-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137120449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILDA MULLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARBARA WHITMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILD | BusinessNameControlTxt |
| Phone | 2123814700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WEST END AVENUE APT 13 CD | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA E WHITMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123814700 | PhoneNum |
| Signature | 2024-04-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | WHITMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JIE CHEN | PreparerPersonNm |
| PTIN | P01061215 | PTIN |
| Phone | 2123814700 | PhoneNum |
| Preparation | 2024-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,616,364 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,443,048 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $117,880 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $117,859 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73,568 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,871,353 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,487,360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $117,859 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,305 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,305 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,666 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,666 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,692 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,442 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,968 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,413 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,555 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,750,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,750,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,777,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,413 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,754,555 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $709,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $94,446 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,440 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,440 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,234,851 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,579,467 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,211,149 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,925,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,374,535 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,323,893 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,883 | OtherAssetsBOYAmt |
| Other Assets EOY | $784 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,882 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,323,834 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,033,226 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,616,364 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,550,725 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,550,725 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $773,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,482,501 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,323,834 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,033,226 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,323,834 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,033,226 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,323,834 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $709,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,033,226 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,033,226 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3,442.162 SHS. - VANGUARD TTL INTL BND-ADM | P | 2020-01-01 | 2023-01-03 | $65,761 | $78,525 | -$12,764 | -$12,764 |
| 1,397.892 SHS. - VANGUARD TTL INTL BND-ADM | P | 2019-04-30 | 2023-02-28 | $26,728 | $31,159 | -$4,431 | -$4,431 |
| 10,014.387 SHS. - VANGUARD TTL INTL BND-ADM | P | 2020-01-01 | 2023-02-14 | $193,178 | $223,436 | -$30,258 | -$30,258 |
| 5,919.259 SHS. - VANGUARD TTL BD MKT IDX-ADM | P | 2019-04-30 | 2023-02-28 | $56,174 | $63,099 | -$6,925 | -$6,925 |
| 5,115.389 SHS. - VANGUARD TTL BD MKT IDX-ADM | P | 2019-04-30 | 2023-02-14 | $49,057 | $54,530 | -$5,473 | -$5,473 |
| 4,617.398 SHS. - VANGUARD TTL BD MKT IDX-ADM | P | 2021-04-30 | 2023-01-03 | $43,958 | $49,670 | -$5,712 | -$5,712 |
| 10,363.581 SHS. - VANGUARD TTL BD MKT IDX-ADM | P | 2019-04-30 | 2023-10-05 | $94,309 | $110,476 | -$16,167 | -$16,167 |
| 3,775 SHS. - VANGUARD TOTAL INTL BOND ETF | P | 2020-08-31 | 2023-10-05 | $179,605 | $218,980 | -$39,375 | -$39,375 |
| 1,726 SHS. - VANGUARD TOTAL INTL BOND ETF | P | 2020-01-01 | 2023-02-28 | $82,137 | $100,514 | -$18,377 | -$18,377 |
| 227 SHS. - VANGUARD TOTAL BOND MARKET | P | 2022-03-23 | 2023-12-04 | $16,229 | $16,229 | $0 | $0 |
| 226 SHS. - VANGUARD TOTAL BOND MARKET | P | 2022-03-23 | 2023-12-04 | $16,154 | $16,154 | $0 | $0 |
| 351 SHS. - VANGUARD MORTGAGE-BACKED SEC | P | 2020-10-28 | 2023-02-14 | $16,238 | $16,238 | $0 | $0 |
| 248 SHS. - VANGUARD MORTGAGE-BACKED SEC | P | 2020-10-28 | 2023-01-03 | $11,372 | $11,372 | $0 | $0 |
| 206 SHS. - VANGUARD MORTGAGE-BACKED SEC | P | 2020-10-28 | 2023-10-05 | $8,902 | $11,360 | -$2,458 | -$2,458 |
| 200 SHS. - VANGUARD MORTGAGE-BACKED SEC | P | 2020-10-28 | 2023-02-28 | $9,118 | $11,289 | -$2,171 | -$2,171 |
| 980.519 SHS. - PIMCO SHORT-TERM FUND-INST | P | 2020-01-01 | 2023-02-14 | $9,305 | $9,305 | $0 | $0 |
| 727.164 SHS. - PIMCO SHORT-TERM FUND-INST | P | 2019-05-24 | 2023-10-05 | $6,960 | $7,119 | -$159 | -$159 |
| 565.144 SHS. - PIMCO SHORT-TERM FUND-INST | P | 2020-01-01 | 2023-02-28 | $5,369 | $5,533 | -$164 | -$164 |
| 258.129 SHS. - PIMCO SHORT-TERM FUND-INST | P | 2021-04-30 | 2023-01-03 | $2,437 | $2,437 | $0 | $0 |
| 807.374 SHS. - PIMCO INCOME FUND-INS | P | 2020-01-01 | 2023-02-14 | $8,486 | $8,486 | $0 | $0 |
| 548.073 SHS. - PIMCO INCOME FUND-INS | P | 2020-01-01 | 2023-10-05 | $5,536 | $6,609 | -$1,073 | -$1,073 |
| 528.925 SHS. - PIMCO INCOME FUND-INS | P | 2021-02-28 | 2023-01-03 | $5,485 | $5,485 | $0 | $0 |
| 448.827 SHS. - PIMCO INCOME FUND-INS | P | 2021-02-02 | 2023-02-28 | $4,663 | $5,574 | -$911 | -$911 |
| 7,480.221 SHS. - PGIM HIGH YIELD-R6 | P | 2022-05-25 | 2023-02-14 | $34,484 | $35,386 | -$902 | -$902 |
| 1,320.897 SHS. - PGIM HIGH YIELD-R6 | P | 2022-05-25 | 2023-10-05 | $5,904 | $6,525 | -$621 | -$621 |
| 1,021.632 SHS. - PGIM HIGH YIELD-R6 | P | 2022-05-25 | 2023-02-28 | $4,669 | $5,047 | -$378 | -$378 |
| 1,014.057 SHS. - PGIM HIGH YIELD-R6 | P | 2022-05-25 | 2023-01-03 | $4,624 | $4,624 | $0 | $0 |
| 57 SHS. - JPMORGAN BETABUILDERS JAPAN ETF | P | 2021-02-02 | 2023-07-26 | $2,977 | $3,227 | -$250 | -$250 |
| 52.259 SHS. - JPMORGAN BETABUILDERS JAPAN ETF | P | 2023-01-19 | 2023-10-05 | $2,575 | $2,459 | $116 | $116 |
| 363.741 SHS. - JPMORGAN BETABUILDERS JAPAN ETF | P | 2020-01-01 | 2023-10-05 | $17,926 | $18,759 | -$833 | -$833 |
| 336 SHS. - JPMORGAN BETABUILDERS JAPAN ETF | P | 2021-02-02 | 2023-02-28 | $15,458 | $19,591 | -$4,133 | -$4,133 |
| 286 SHS. - JPMORGAN BETABUILDERS JAPAN ETF | P | 2021-02-02 | 2023-01-03 | $12,889 | $12,889 | $0 | $0 |
| 936 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2023-01-19 | 2023-10-05 | $46,797 | $48,880 | -$2,083 | -$2,083 |
| 917 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2023-01-19 | 2023-06-15 | $50,847 | $47,888 | $2,959 | $2,959 |
| 776 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2022-04-13 | 2023-02-28 | $40,677 | $44,431 | -$3,754 | -$3,754 |
| 776 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2022-04-13 | 2023-01-03 | $37,970 | $37,970 | $0 | $0 |
| 519 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2021-02-02 | 2023-06-15 | $28,778 | $27,512 | $1,266 | $1,266 |
| 50 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2023-01-19 | 2023-07-26 | $2,752 | $2,611 | $141 | $141 |
| 354 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2023-01-19 | 2023-07-26 | $19,543 | $18,487 | $1,056 | $1,056 |
| 311 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2023-01-19 | 2023-07-26 | $17,199 | $16,241 | $958 | $958 |
| 3 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2021-02-02 | 2023-06-16 | $166 | $159 | $7 | $7 |
| 120 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2021-02-02 | 2023-02-28 | $6,290 | $6,394 | -$104 | -$104 |
| 10 SHS. - JPMORGAN BETABUILDERS EUROPE ETF | P | 2021-02-02 | 2023-01-03 | $489 | $489 | $0 | $0 |
| 158 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2022-04-30 | 2023-10-05 | $6,995 | $8,325 | -$1,330 | -$1,330 |
| 153 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2021-02-02 | 2023-01-03 | $7,491 | $7,491 | $0 | $0 |
| 151 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2022-04-30 | 2023-06-15 | $7,548 | $8,686 | -$1,138 | -$1,138 |
| 150 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2021-02-02 | 2023-02-28 | $7,402 | $8,877 | -$1,475 | -$1,475 |
| 139 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2023-01-19 | 2023-10-05 | $6,154 | $7,224 | -$1,070 | -$1,070 |
| 127.50 SHS. - JPMORGAN BETABUILDERS DEVELO | P | 2022-04-13 | 2023-01-03 | $6,222 | $6,222 | $0 | $0 |
| 83 SHS. - JPMORGAN BETABUILDERS CANADA | P | 2023-01-19 | 2023-10-10 | $4,675 | $4,999 | -$324 | -$324 |
| 81 SHS. - JPMORGAN BETABUILDERS CANADA | P | 2019-04-30 | 2023-01-03 | $4,596 | $4,018 | $578 | $578 |
| 63 SHS. - JPMORGAN BETABUILDERS CANADA | P | 2019-04-30 | 2023-10-10 | $3,549 | $3,125 | $424 | $424 |
| 347 SHS. - JPMORGAN BETABUILDERS CANADA | P | 2023-01-19 | 2023-02-14 | $21,638 | $20,898 | $740 | $740 |
| 120 SHS. - JPMORGAN BETABUILDERS CANADA | P | 2023-01-19 | 2023-02-28 | $7,157 | $7,227 | -$70 | -$70 |
| 747 SHS. - ISHARES US TREASURY BOND ETF | P | 2022-10-10 | 2023-12-04 | $16,790 | $16,842 | -$52 | -$52 |
| 745 SHS. - ISHARES US TREASURY BOND ETF | P | 2022-10-10 | 2023-12-04 | $16,741 | $16,797 | -$56 | -$56 |
| 347 SHS. - ISHARES US TREASURY BOND ETF | P | 2023-01-19 | 2023-02-14 | $7,951 | $8,135 | -$184 | -$184 |
| 236 SHS. - ISHARES US TREASURY BOND ETF | P | 2022-10-31 | 2023-10-05 | $5,157 | $5,482 | -$325 | -$325 |
| 211 SHS. - ISHARES US TREASURY BOND ETF | P | 2023-01-19 | 2023-02-28 | $4,778 | $4,946 | -$168 | -$168 |
| 135 SHS. - ISHARES US TREASURY BOND ETF | P | 2022-10-10 | 2023-01-03 | $3,081 | $3,045 | $36 | $36 |
| 435 SHS. - ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF | P | 2019-05-24 | 2023-01-03 | $28,790 | $27,456 | $1,334 | $1,334 |
| 100 SHS. - ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF | P | 2019-05-24 | 2023-01-03 | $6,619 | $6,312 | $307 | $307 |
| 879 SHS. - ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF | P | 2019-05-24 | 2023-10-05 | $81,713 | $54,812 | $26,901 | $26,901 |
| 23 SHS. - ISHARES CORE S&P MIDCAP ETF | P | 2023-07-26 | 2023-10-05 | $5,579 | $6,253 | -$674 | -$674 |
| 134 SHS. - ISHARES CORE S&P MIDCAP ETF | P | 2023-07-26 | 2023-12-19 | $37,312 | $36,428 | $884 | $884 |
| 67 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-06-16 | $6,381 | $7,037 | -$656 | -$656 |
| 66 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-01-03 | $6,371 | $6,371 | $0 | $0 |
| 50 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-02-14 | $4,835 | $4,835 | $0 | $0 |
| 361 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-12-04 | $33,805 | $36,155 | -$2,350 | -$2,350 |
| 29 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-02-28 | $2,762 | $3,087 | -$325 | -$325 |
| 242 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-12-04 | $22,656 | $24,237 | -$1,581 | -$1,581 |
| 118 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2023-01-19 | 2023-12-04 | $11,047 | $11,777 | -$730 | -$730 |
| 105 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-02-14 | $10,160 | $10,160 | $0 | $0 |
| 101 SHS. - ISHARES 7-10 YEAR TREASURY B | P | 2022-06-16 | 2023-10-05 | $9,148 | $10,296 | -$1,148 | -$1,148 |
| FOREIGN EXCHANGE LOSS ON CURRENCY | P | 2022-12-13 | 2023-04-24 | -$31 | -$31 | ||
| 2,297.243 SHS. - FIDELITY INTL INDX-INST PRM | P | 2022-04-30 | 2023-02-14 | $102,549 | $101,183 | $1,366 | $1,366 |
| 675.997 SHS. - FIDELITY 500 INDEX FUND | P | 2020-01-01 | 2023-02-28 | $93,308 | $92,258 | $1,050 | $1,050 |
| 546.905 SHS. - FIDELITY 500 INDEX FUND | P | 2020-01-01 | 2023-02-14 | $78,574 | $78,574 | $0 | $0 |
| 42.287 SHS. - FIDELITY 500 INDEX FUND | P | 2021-05-12 | 2023-01-03 | $5,607 | $5,607 | $0 | $0 |
| 291.438 SHS. - FIDELITY 500 INDEX FUND | P | 2022-04-13 | 2023-02-28 | $40,227 | $43,343 | -$3,116 | -$3,116 |
| 2,863.689 SHS. - FIDELITY 500 INDEX FUND | P | 2022-04-30 | 2023-02-14 | $411,426 | $405,611 | $5,815 | $5,815 |
| 1,522.537 SHS. - FIDELITY 500 INDEX FUND | P | 2022-01-31 | 2023-01-03 | $201,873 | $201,873 | $0 | $0 |
| 150.541 SHS. - FIDELITY 500 INDEX FUND | P | 2023-06-15 | 2023-10-05 | $22,334 | $23,198 | -$864 | -$864 |
| 1,277.981 SHS - FIDELITY 500 INDEX FUND | P | 2019-04-30 | 2023-10-05 | $189,601 | $130,878 | $58,723 | $58,723 |
| 893.225 SHS. - BLCKRCK HI YLD BND PORT-K | P | 2022-05-25 | 2023-10-05 | $5,913 | $6,288 | -$375 | -$375 |
| 746.618 SHS. - BLCKRCK HI YLD BND PORT-K | P | 2022-05-25 | 2023-01-03 | $4,980 | $4,980 | $0 | $0 |
| 722.698 SHS. - BLCKRCK HI YLD BND PORT-K | P | 2022-05-25 | 2023-02-28 | $4,878 | $5,088 | -$210 | -$210 |
| 5,118.374 SHS. - BLCKRCK HI YLD BND PORT-K | P | 2022-05-25 | 2023-02-14 | $34,805 | $35,306 | -$501 | -$501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$73,568 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,313 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,313 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,313 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,719 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,719 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,406 | OverpaymentAmt |
| Applied To ES Tax | $8,406 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | UHY ADVISORS NY INC | IndividualWithBooksNm |
| Phone | 2123814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LOIS Q WHITMAN | ||||||||
| 285 CENTRAL PARK WEST APT NO 12S | NEW YORK | NY | 10024 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA E WHITMAN | ||||||||
| 240 WEST END AVENUE APT 13 CD | NEW YORK | NY | 10023 | TRUSTEE | 4.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,601,586 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $81,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,683,335 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,683,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,613,085 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $230,654 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $230,654 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,313 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,313 | TotalTaxAmt |
| Distributable Before Adj | $229,341 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,341 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,754,555 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,754,555 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,341 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $56,942 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $567,015 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $629,259 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $144,832 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,168,309 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,566,357 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,754,555 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,525,214 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,091,571 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $56,942 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,034,629 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $567,015 | ExcessFromYear4Amt |
| Excess From Year3 | $629,259 | ExcessFromYear3Amt |
| Excess From Year2 | $144,832 | ExcessFromYear2Amt |
| Excess From Year1 | $1,168,309 | ExcessFromYear1Amt |
| Excess From Current Year | $2,525,214 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LOIS Q WHITMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $500,000 |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE RD SUITE 1200 | JENKINTOWN | PA | 19046 | NONE | PC | UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $750,000 |
| HUMAN RIGHTS WATCH | |||||||
| 350 FIFTH AVENUE 34TH FL | NEW YORK | NY | 10118 | NONE | PC | UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $1,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,750,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $117,880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73,568 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,312 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,312 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOIS Q WHITMAN 2020 CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 W ROSEHILL DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,443,048 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $8,610 | Amt |
| Net Investment Income | $4,305 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,305 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD MORTGAGE-BACKED SEC | $113,890 | $106,072 |
| VANGUARD TOTAL INTL BOND ETF | $1,268,206 | $1,236,495 |
| PIMCO INCOME FD-INS | $55,989 | $52,897 |
| PIMCO SHORT-TERM FD-INSTL | $53,215 | $52,900 |
| PGIM HIGH YIELD-R6 | $52,768 | $53,119 |
| VANGUARD TOTAL BOND MARKET | $571,999 | $557,288 |
| BLCKRCK HI YLD BND PORT-K | $51,588 | $52,999 |
| VANGUARD LONG-TERM TREASURY ETF | $50,953 | $52,977 |
| VANGUARD INT-TERM CORPORATE | $155,927 | $159,146 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| LAI SUN DEVELOPMENT | $3,291,134 | $296,602 |
| FIDELITY 500 INDEX FD | $1,243,733 | $1,598,215 |
| ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF | $274,872 | $462,487 |
| FIDELITY INTL INDX-INST PRM | $234,531 | $266,357 |
| ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF | $58,655 | $70,705 |
| JPMORGAN BETABUILDERS CANADA | $87,924 | $105,349 |
| JPMORGAN BETABUILDERS EUROPE ETF | $248,639 | $264,332 |
| JPMORGAN BETABUILDERS JAPAN ETF | $99,526 | $107,246 |
| JPM BTABLDRS DEV ASIA X-JPN | $40,453 | $39,856 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1,883 | BOYBookValueAmt |
| EOY Book Value | $784 | EOYBookValueAmt |
| EOYFMV | $2,882 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| INVESTMENT ADVISORY FEES | $17,385 | $17,385 | $0 |
| TAX BASIS ADJUSTMENTS | $57 | $57 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE LOIS Q WHITMAN 2020 CHARITABLE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 W ROSEHILL DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,666 | Amt |
| Net Investment Income | $1,666 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |