KATHARINE B SUTPHIN FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: KATHARINE B SUTPHIN FOUNDATION INC (EIN 47-2544074)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-05-28
IRS object ID: 202441499349100564
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
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-28T13:12:56-04:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	271841852	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WCG LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 INDIANA SQ STE 2050	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46204	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	472544074	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KATHARINE B SUTPHIN FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	KATH	BusinessNameControlTxt
Phone	3175146787	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1505 N DELAWARE ST	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46202	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOANNA B TAFT	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	3175146787	PhoneNum
Signature	2024-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOANNA	PersonFirstNm
Person Last	TAFT	PersonLastNm

Field	Value	IRS element (for citing)
SSN	XXX-XX-XXXX	SSN

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANGELA D GINTER	PreparerPersonNm
PTIN	P00156926	PTIN
Phone	3172641795	PhoneNum
Preparation	2024-05-28	PreparationDt
Self Employed	Yes (X)	SelfEmployedInd

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	$13,886,310	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	$438,160	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$1,053	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$1,053	InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm	$1,053	InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss	$236,570	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$235,854	DividendsNetInvstIncmAmt
Dividends Adj Net Incm	$236,570	DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss	-$372,314	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,782,596	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$14,282	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$303,469	TotalRevAndExpnssAmt
Total Net Invst Incm	$251,189	TotalNetInvstIncmAmt
Total Adj Net Incm	$237,623	TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss	$5,100	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,040	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,060	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$33,449	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$33,449	OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss	$11,724	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$11,724	TaxesNetInvstIncmAmt
Occupancy Rev And Expnss	$25,000	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$5,000	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$20,000	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$28,229	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$454	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$27,775	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$103,502	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$52,667	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$50,835	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$539,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$539,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$642,502	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$52,667	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$589,835	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$339,033	ExcessRevenueOverExpensesAmt
Net Investment Income	$198,522	NetInvestmentIncomeAmt
Adjusted Net Income	$237,623	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$39	CashBOYAmt
Cash EOY	$146,936	CashEOYAmt
Cash EOYFMV	$146,936	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$510,722	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$510,722	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$13,327,539	CorporateStockBOYAmt
Corporate Stock EOY	$12,301,195	CorporateStockEOYAmt
Corporate Stock EOYFMV	$13,198,960	CorporateStockEOYFMVAmt
Other Investments EOY	$29,692	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$29,692	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$13,327,578	TotalAssetsBOYAmt
Total Assets EOY	$12,988,545	TotalAssetsEOYAmt
Total Assets EOYFMV	$13,886,310	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$13,327,578	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$12,988,545	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$13,327,578	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$12,988,545	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$13,327,578	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$12,988,545	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$13,327,578	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$339,033	ExcessRevenueOverExpensesAmt
Subtotal	$12,988,545	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$12,988,545	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$14,282	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,759	InvestmentIncomeExciseTaxAmt
Subtotal	$2,759	SubtotalAmt
Tax Based On Investment Income	$2,759	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,395	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$2,395	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$12	EsPenaltyAmt
Tax Due	$376	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	IN	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	JOANNA B TAFT	IndividualWithBooksNm
Phone	3175146787	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1505 N DELAWARE ST	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46202	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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
JOANNA B TAFT
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	PRESIDENT	0.50	$0	$0	$0
CASEY ROBERTS
1640 N PENNSYLVANIA ST	INDIANAPOLIS	IN	46202	DIRECTOR	0.25	$0	$0	$0
DAVID WELLWERTS
701 KESSLER BLVD	INDIANAPOLIS	IN	46228	DIRECTOR	0.25	$0	$0	$0
CHARLIE SUTPHIN
250 E 70TH ST	INDIANAPOLIS	IN	46220	TREASURER	0.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$11,487,880	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,498,949	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$2,474	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$12,989,303	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$12,989,303	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$194,840	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$12,794,463	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$639,723	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$639,723	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,759	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,759	TotalTaxAmt
Distributable Before Adj	$636,964	DistributableBeforeAdjAmt
Distributable Before Ded	$636,964	DistributableBeforeDedAmt
Distributable As Adjusted	$636,964	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$589,835	ExpensesAndContributionsAmt
Qualifying Distributions	$589,835	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$636,964	DistributableAsAdjustedAmt
Undistributed Income PY	$588,113	UndistributedIncomePYAmt
Qualifying Distributions	$589,835	QualifyingDistributionsAmt
Applied To Year1	$588,113	AppliedToYear1Amt
Applied To Current Year	$1,722	AppliedToCurrentYearAmt
Undistributed Income CY	$635,242	UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
REDEEMER PRESBYTERIAN CHURCH
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	MATCHING GRANT	$5,000
IU FOUNDATION
340 W MICHIGAN ST	INDIANAPOLIS	IN	46202	501 (C)(3)	MATCHING GRANT	$2,000
INTEND INDIANA
1704 BELLEFONTAINE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	POLKLORE GRANT	$105,000
INDIANAPOLIS FILM PROJECT
1258 WINDSOR ST	INDIANAPOLIS	IN	46204	501 (C)(3)	KANKAN/THE KATE	$80,000
HERRON HIGH SCHOOL
110 E 16TH ST	INDIANAPOLIS	IN	46202	501 (C)(3)	MATCHING GRANT	$5,000
HARRISON CENTER
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	ARTIST SUPPORT GRANT	$100,000
HARRISON CENTER
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	OPERATING GRANT	$75,000
HARRISON CENTER
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	SUTPHIN GRANT	$100,000
HARRISON CENTER
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	SUTPHIN CAPITAL GRANT	$25,000
HARRISON CENTER
1505 N DELAWARE ST	INDIANAPOLIS	IN	46202	501 (C)(3)	MATCHING GRANT	$5,000
COVENANT COLLEGE
14049 SCENIC HIGHWAY	LOOKOUT MOUNTAIN	GA	30750	501 (C)(3)	MATCHING GRANT	$5,000
BIG CAR MEDIA
1125 CRUFT ST	INDIANAPOLIS	IN	46203	501 (C)(3)	BIG LUBE GRANT	$30,000
HEART CHANGE MINISTRIES
1405 N TUXEDO ST	INDIANAPOLIS	IN	46201	501(C)(3)	MATCHING GRANT	$2,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$539,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,053	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$236,570	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$372,314	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	-$134,691	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$134,691	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	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	KATHARINE B SUTPHIN CLAT	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	11715 FOX RD STE 400-225	AddressLine1Txt
City	INDIANAPOLIS	CityNm
State Abbreviation	IN	StateAbbreviationCd
ZIP	46236	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$438,160	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$5,100	Amt
Net Investment Income	$2,040	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,060	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

AssetAssetDesc	How AcquiredHowAcquiredTxt	Gross Sales PriceGrossSalesPriceAmt	BasisBasisAmt	Total NetTotalNetAmt	AcquiredAcquiredDt	SoldSoldDt
NATIONAL FIN SVCS LLC - A/C050723	PURCHASE	$264,473	$264,759	-$286
NATIONAL FIN SVCS LLC - A/C050723	PURCHASE	$1,133,157	$1,241,962	-$108,805
NATIONAL FIN SVCS LLC - A/C071911	PURCHASE	$5,289	$5,359	-$70	2023-08	2023-11
NATIONAL FIN SVCS LLC - A/C067430	PURCHASE	$743,254	$699,822	$43,432
NATIONAL FIN SVCS LLC - A/C067430	PURCHASE	$6,824,143	$7,126,116	-$301,973
NATIONAL FIN SVCS LLC - A/C067431	PURCHASE	$797,998	$816,892	-$18,894

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
BLACKSTONE REIT-STIFEL 4364
GABELLI US TREASURY MM CL
STIFEL ACCOUNT 4944-2180
ROCKEFELLER A/C 050723	$1,349,796	$1,356,808
ROCKEFELLER A/C 071911	$8,240,223	$9,020,135
ROCKEFELLER A/C 067430	$741,701	$804,941
ROCKEFELLER A/C 067431	$1,969,475	$2,017,076

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	ACCRUED DIVIDEND RECEIVABLES	CategoryOrItemTxt
Book Value	$29,692	BookValueAmt
EOYFMV	$29,692	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
INSURANCE	$1,136	$454	$682
KBS INVITATIONAL-ART EXHIBIT	$27,093		$27,093

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt
INVESTMENT FEES	$32,266	$32,266
PROFESSIONAL FEES	$1,183	$1,183

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAXES PAID	CategoryTxt
Amt	$11,724	Amt
Net Investment Income	$11,724	NetInvestmentIncomeAmt

KATHARINE B SUTPHIN FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor Business Name ContributorBusinessName

Contributor US Address ContributorUSAddress

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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