BETA

LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-15
IRS object ID
202441369349104339
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)
Return2024-05-15T15:20:30-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN132738625PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DDK & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA 6TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN137202850EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LEDERMAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLEDEBusinessNameControlTxt
Phone2127942366PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 EAST 65TH ST 5BAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10065ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCAROL LEDERMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2127942366PhoneNum
Signature2024-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCAROLPersonFirstNm
Person LastLEDERMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY FEINMANPreparerPersonNm
PTINP00227146PTIN
Phone2129970600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$689,748FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$12,404DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,404DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,798NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$90,898GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,798CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,000OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$74,202TotalRevAndExpnssAmt
Total Net Invst Incm$73,202TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,302AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$7,302AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$233TaxesRevAndExpnssAmt
Taxes Net Invst Incm$25TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$8,024OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,924OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$100OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,559TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,949TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,402TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,238ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,238ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,797TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,949TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$72,640TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$6,595ExcessRevenueOverExpensesAmt
Net Investment Income$65,253NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$13,449CashBOYAmt
Cash EOY$1,601CashEOYAmt
Cash EOYFMV$1,601CashEOYFMVAmt
Sav And Temp Cash Invst BOY$22,225SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,702SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,702SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$243,468CorporateStockBOYAmt
Corporate Stock EOY$236,244CorporateStockEOYAmt
Corporate Stock EOYFMV$653,445CorporateStockEOYFMVAmt
Total Assets BOY$279,142TotalAssetsBOYAmt
Total Assets EOY$272,547TotalAssetsEOYAmt
Total Assets EOYFMV$689,748TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$279,142RetainedEarningBOYAmt
Retained Earning EOY$272,547RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$279,142TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$272,547TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$279,142TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$272,547TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$279,142TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$6,595ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$272,547SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$272,547TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
300 SHRS NEXTERA ENERGY PARTNERS LPP2023-09-272023-10-19$6,939$11,832-$4,893-$4,893
150 SHRS BROOKFIELD ASSET MANAGMT LTDP2017-03-212023-01-11$4,562$2,761$1,801$1,801
200 SHRS KKR & CO INC CL AP2023-03-092023-09-27$11,330$4,488$6,842$6,842
50 SHRS TEXTRON INCP2016-02-262023-09-27$3,944$1,744$2,200$2,200
300 SHRS ACTIVISION BLIZZARD INCP2010-01-212023-10-13$28,348$3,203$25,145$25,145
100 SHRS ARES MANAGEMENT CORP CL AP2018-09-172023-08-22$9,894$1,716$8,178$8,178
50 SHRS MICROSOFT CORPP2009-05-122023-03-09$12,932$986$11,946$11,946
50 SHRS PAYPAL HLDGS INC COMP2010-03-262023-03-09$3,945$836$3,109$3,109
50 SHRS PEPSICO INC NCP2009-05-152023-08-24$9,000$2,534$6,466$6,466
CAPITAL GAINS DIVIDENDSP$4$4$4
FieldValueIRS element (for citing)
Capital Gain Net Income$60,798CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$907InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$907SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$907TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$20EsPenaltyAmt
Tax Due$927TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDDK COMPANY LLPIndividualWithBooksNm
Phone2129770600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PENN PLAZAAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10119ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
CAROL LEDERMAN
30 EAST 65TH STNEW YORKNY10065DIRECTOR2.00$0$0$0
JUDY LEDERMAN KLONER
301 EAST 69TH STREETNEW YORKNY10021TRUSTEE2.00$0$0$0
AMY LEDERMAN VERSCHLEISER
944 FIFTH AVENEW YORKNY10021TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$617,600AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,019AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$652,619TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$652,619AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,789CashDeemedCharitableAmt
Net Vl Noncharitable Assets$642,830NetVlNoncharitableAssetsAmt
Minimum Investment Return$32,142MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$32,142MinimumInvestmentReturnAmt
Tax Based On Investment Income$907TaxBasedOnInvestmentIncomeAmt
Total Tax$907TotalTaxAmt
Distributable Before Adj$31,235DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$31,235DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$31,235DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$72,640ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$72,640QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$31,235DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$18,673ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$3,489ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$14,217ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$37,944ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$26,636ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,959TotalExcessDistributionCyovAmt
Qualifying Distributions$72,640QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$31,235AppliedToCurrentYearAmt
Remaining Distri From Corpus$41,405RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$142,364TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$18,673ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$123,691ExcessDistriCyovToNextYrAmt
Excess From Year4$3,489ExcessFromYear4Amt
Excess From Year3$14,217ExcessFromYear3Amt
Excess From Year2$37,944ExcessFromYear2Amt
Excess From Year1$26,636ExcessFromYear1Amt
Excess From Current Year$41,405ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
92ND STREET Y
1395 LEXINGTON AVENEW YORKNY10128NONEEXEMPTCHARITABLE$25,000
ALZHEIMER ASSOCIATION
PO BOX 96011WASHINGTONDC20090NONEEXEMPTCHARITABLE$500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLNEW YORKNY10006NONEEXEMPTCHARITABLE$300
GUILD HALL
158 MAIN STEAST HAMPTONNY11937NONEEXEMPTCHARITABLE$1,000
HSS FOUNDATION
535E 70TH STREETNEW YORKNY10021NONEEXEMPTCHARITABLE$2,500
PARK EAST SYNAGOGUE
163 EAST 67TH STREETNEW YORKNY10065NONEEXEMPTCHARITABLE$1,800
SOUTHAMPTON HOSPITAL FOUNDATION
240 MEETING HOUSE LANESOUTHAMPTONNY11968NONEEXEMPTCHARITABLE$3,500
SOUTHAMPTON VILLAGE VOLUNTEER AMBULANCE
PO BOX 832SOUTHAMPTONNY11969NONEEXEMPTCHARITABLE$300
TEMPLE ISRAEL
112 EAST 75TH STNEW YORKNY10021NONEEXEMPTCHARITABLE$20,008
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028NONEEXEMPTCHARITABLE$500
THE MUSEUM OF MODERN ART
11 W 53RD STREETNEW YORKNY10019NONEEXEMPTCHARITABLE$550
UJA FEDERATION OF NY
130 E 59TH STNEW YORKNY10022NONEEXEMPTCHARITABLE$3,680
UPPER EAST SIDE HATZOLAH
125 E 85TH STNEW YORKNY10028NONEEXEMPTCHARITABLE$1,500
WHITNEY MUSEUM OF AMERICAN ART
99 GANSEVOORT STNEW YORKNY10014NONEEXEMPTCHARITABLE$600
WEILL CORNELL MEDICINE
1300 YORK AVENUE BOX 314NEW YORKNY10065NONEEXEMPTCHARITABLE$2,500
THE MUSEUM AT ELDRIDGE STREET
12 ELDRIDGE STNEW YORKNY10002NONEEXEMPTCHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,238TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,404ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,798ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$1,000RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$73,202ExclusionAmt
Related Or Exempt Function Incm$1,000RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$74,202TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementREVERSAL OF 2022 CHARITABLE DONATION TO ATLANTIC GOLF CLUB FOUNDATIONRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$7,302Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,302DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMORGAN STANLEY BROKERAGEStockNm
EOY Book Value$236,244EOYBookValueAmt
EOYFMV$653,445EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEES$7,924$7,924$0
FILING FEES$100$0$100

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Revenue And Expenses Per Books$1,000RevenueAndExpensesPerBooksAmt
Adjusted Net Income$1,000AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$25$25$0
EXCISE TAXES$208$0$0

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