TIGER TAIL FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TIGER TAIL FAMILY FOUNDATION (EIN 81-0704856)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-07-11
IRS object ID
202401939349100210
Schema version
2023v5.1
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)
Return2024-07-11T07:59:24-07:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN352536842PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WMC Tax Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11301 E Bethany Home RdAddressLine1Txt
CityPhoenixCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN810704856EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TIGER TAIL FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTIGEBusinessNameControlTxt
Phone9149676057PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD RDAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH W BROWN JRPersonNm
Person TitleTrusteePersonTitleTxt
Signature2024-07-09SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPH W BROWNPersonFirstNm
Person LastJRPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJason M MunkMAccCPAPreparerPersonNm
PTINP00545610PTIN
Phone6022341040PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
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$4,927,872FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$191,500ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$946InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$946InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$110,759DividendsRevAndExpnssAmt
Dividends Net Invst Incm$110,759DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$58,973NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$347,710GrossSalesPriceAmt
Other Income Rev And Expnss$109OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$109OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$244,341TotalRevAndExpnssAmt
Total Net Invst Incm$111,814TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$4,895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,448AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,247AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,284TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,284TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$86OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$7,265TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,732TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,247TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$321,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$321,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$328,465TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,732TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$323,447TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$84,124ExcessRevenueOverExpensesAmt
Net Investment Income$108,082NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$118,866CashBOYAmt
Cash EOY$247,999CashEOYAmt
Cash EOYFMV$247,999CashEOYFMVAmt
Corporate Stock BOY$654,631CorporateStockBOYAmt
Corporate Stock EOY$535,470CorporateStockEOYAmt
Corporate Stock EOYFMV$1,170,450CorporateStockEOYFMVAmt
Other Investments BOY$3,103,761OtherInvestmentsBOYAmt
Other Investments EOY$2,940,451OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,509,423OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,877,258TotalAssetsBOYAmt
Total Assets EOY$3,723,920TotalAssetsEOYAmt
Total Assets EOYFMV$4,927,872TotalAssetsEOYFMVAmt
Accounts Payable EOY$4,895AccountsPayableEOYAmt
Total Liabilities EOY$4,895TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,877,258CapitalStockBOYAmt
Capital Stock EOY$3,719,025CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,877,258TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,719,025TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,877,258TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,723,920TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,877,258TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$84,124ExcessRevenueOverExpensesAmt
Other Increases$100,300OtherIncreasesAmt
Subtotal$3,893,434SubtotalAmt
Other Decreases$174,409OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,719,025TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
71 ISHARES CORE US AGGREGATE BONDP2023-01-012023-11-22$6,790$6,918-$128-$128
3000 GENERAL MOTORSP2017-08-022023-11-22$84,869$104,823-$19,954-$19,954
2271 ISHARES CORE US AGGREGATE BONDP2020-01-012023-11-22$216,677$249,730-$33,053-$33,053
1000 NORDSTROM INCP2016-05-122023-11-22$14,470$45,009-$30,539-$30,539
THRU K-1 EIN: 85-2619578P2023-01-012023-12-31$193-$193-$193
THRU K-1 EIN: 85-2619578P2022-12-312023-12-31$10-$10-$10
Capital Gain Dividends$24,904
FieldValueIRS element (for citing)
Capital Gain Net Income-$58,973CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,502InvestmentIncomeExciseTaxAmt
Subtotal$1,502SubtotalAmt
Tax Based On Investment Income$1,502TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$322EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$322TotalPaymentsAndCreditsAmt
Tax Due$1,180TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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 StateNYOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1WMC TAX SERVICES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6022341040PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11301 E BETHANY HOME RDAddressLine1Txt
CityPHOENIXCityNm
State AbbreviationAZStateAbbreviationCd
ZIP85014ZIPCd
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 PrsnfalsePayCompDisqualifiedPrsnInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JOSEPH W BROWN JR
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
VALERIE BROWN
24 PENWOOD ROADBEDFORD CORNERSNY10549Trustee0.50$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,964,802AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$85,167AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,049,969TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$5,049,969AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,750CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,974,219NetVlNoncharitableAssetsAmt
Minimum Investment Return$248,711MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$248,711MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,502TaxBasedOnInvestmentIncomeAmt
Total Tax$1,502TotalTaxAmt
Distributable Before Adj$247,209DistributableBeforeAdjAmt
Distributable Before Ded$247,209DistributableBeforeDedAmt
Distributable As Adjusted$247,209DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$323,447ExpensesAndContributionsAmt
Qualifying Distributions$323,447QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$247,209DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$31,518ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$29,763ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$10,594ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$198,379ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$270,254TotalExcessDistributionCyovAmt
Qualifying Distributions$323,447QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$247,209AppliedToCurrentYearAmt
Remaining Distri From Corpus$76,238RemainingDistriFromCorpusAmt
Total Corpus$346,492TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$31,518ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$314,974ExcessDistriCyovToNextYrAmt
Excess From Year4$29,763ExcessFromYear4Amt
Excess From Year2$10,594ExcessFromYear2Amt
Excess From Year1$198,379ExcessFromYear1Amt
Excess From Current Year$76,238ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOSEPH W BROWN JRContributingManagerNm
Contributing ManagerVALERIE BROWNContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CITY SQUASH INC
PO BOX 619 FORDHAM STATIONBRONXNY10458NonePCGENERAL$1,500
MEMORIAL SLOAN KETTERING CANCER CEN
PO BOX 5028HAGERSTOWNMD21741NonePCGENERAL$5,000
NEW ALTERNATIVES FOR CHILDREN
37 W 26TH STNEW YORKNY10010NonePCGENERAL$1,050
BIG BROTHERS BIG SISTERS OF WESTCHESTER
10 MIDLAND AVENUE SUITE 203PORT CHESTERNY10573NONEPCGENERAL$115,100
INNER CITY SCHOLARSHIP FUND INC
1011 FIRST AVE STE 1800NEW YORKNY10022NonePCGENERAL$2,700
BEDFORD HILLS FIRE DEPT
332 BEDFORD RDBEDFORD HILLSNY10507NonePCGENERAL$250
FRIENDS OF HAITI
302 BEDFORD AVE PMB 74BROOKLYNNY11249NonePCGENERAL$1,000
RYE COUNTRY DAY SCHOOL
3 CEDAR STRYENY10580NonePCGENERAL$10,000
WESTCHESTER LAND TRUST
403 HARRIS RDBEDFORD HILLSNY10507NonePCGENERAL$15,000
FAMILY CENTERS INC
493 NOSTRAND AVE 3RD FLBROOKLYNNY11216NonePCGENERAL$6,000
HER JUSTICE INC
100 BROADWAY 10TH FLNEW YORKNY10005NonePCGENERAL$5,000
JIMMY LEE SCHOLARSHIP FUND
980 ANDERSON HILL ROAD PO BOX 229PURCHASENY10577NonePCGENERAL$3,000
JOHN J KELLY CELIAC FOUNDATION
747 IRIS CTYORKTOWN HEIGHTSNY10598NONEPCGENERAL$1,500
PORT CHESTER COMMUNITY GARDENS
477 FRANKLIN STPORT CHESTERNY10573NONEPCGENERAL$1,000
PRAY FAMILY FOUNDATION
500 W PUTNAM AVEGREENWICHCT06830NONEPCGENERAL$1,000
FEEDING WESTCHESTER INC
200 CLEARBROOK RDELMSFORDNY10523NONEPCGENERAL$5,000
INDEPENDENT FIRE CO OF MOUNT KISCO
322 LEXINGTON AVEMT KISCONY10549NONEPCGENERAL$500
MEALS ON MAIN ST CARITAS PORT CHEST
19 SMITH STPORT CHESTERNY10573NONEPCGENERAL$2,591
SCHOOL OF THE HOLY CHILD
2225 WESTCHESTER AVERYENY10580NONEPCGENERAL$5,000
THE SHARING SHELF
47 PURDY AVENUEPORT CHESTERNY10573NONEPCGENERAL$1,000
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCGENERAL$11,011
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCGENERAL$5,000
BEDFORD 2023 INC
PO BOX 812BEDORD HILLSNY10507NONEPCGENERAL$250
BREAST CANCER ALLIANCE
48 MAPLE AVENUEGREENWICHCT06830NONEPCGENERAL$500
THE ACTOR'S FUND OF AMERICA
729 SEVENTH AVENUE 10TH FLOORNEW YORKNY10019NONEPCGENERAL$6,000
HUMANE SOCIETY OF WESTCHESTER INC
70 PORTMAN ROADNEW ROCHELLENY10801NONEPCGENERAL$1,000
THE MICHAEL J FOX FOUNDATION
GRAND CENTRAL STATION PO BOX 4777NEW YORKNY10163NONEPCGENERAL$500
MONMOTH CIVIC CHORUS INC
PO BOX 16RED BANKNJ07701NONEPCGENERAL$150
NANTUCKET SAFE HARBOR FOR ANIMALS I
PO BOX 2844NANTUCKETMA02584NONEPCGENERAL$1,050
PLANNED PARENTHOOD FEDERATION OF AM
123 WILLIAM STREET 10 FLNEW YORKNY10038NONEPCGENERAL$1,038
RED DOOR COMMUNITY INC
195 WEST HOUSTON STREETNEW YORKNY10014NONEPCGENERAL$5,128
SACRED HEART UNIVERSITY INCORPORATE
5151 PARK AVENUEFAIRFIELDCT06825NONEPCGENERAL$512
SOUTHERN POVERTY LAW CENTER INC
PO BOX 548MONTGOMERYAL36104NONEPCGENERAL$250
TRAVIS MANION FOUNDATION
PO BOX 1485DOYLESTOWNPA18901NONEPCGENERAL$1,010
THE UNIVERSITY OF CONNECTICUT FOUND
2930 ALUMNI DRIVE UNIT 3206STORRSCT06269NONEPCGENERAL$5,000
NORTHERN WESTCHESTER HOSPITAL FOUND
972 BRUSH HOLLOW RD 5TH FLWESTBURYNY11590NONEPCGENERAL$99,610
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$321,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$946ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$110,759ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$109ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$24,776ExclusionAmt
Related Or Exempt Function Incm-$83,749RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$136,590ExclusionAmt
Related Or Exempt Function Incm-$83,749RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,841TotalIncomeProducingActyAmt

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 PersonVALERIE BROWNContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line124 PENWOOD ROADAddressLine1Txt
CityBEDFORD CORNERSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10549ZIPCd
FieldValueIRS element (for citing)
Total Contributions$191,500TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property5000 SHS DRAFT KINGS INC NEW STOCKNoncashPropertyDesc
Fair Market Value$191,500FairMarketValueAmt
Received2023-11-29ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryWMC TAX SERVICESCategoryTxt
Amt$4,895Amt
Net Investment Income$2,448NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,247DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$535,470EOYBookValueAmt
EOYFMV$1,170,450EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$2,865,570$3,409,076
K-1 GLOBAL INDEMNITY GROUP LLCAT COST$35,867$35,867
GLOBAL INDEMNITY LTD STOCKAT COST$39,014$64,480

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (4 entries)

DescDescAmtAmt
BOOK/TAX BASIS DIFF - CONTRIBUTED ASSETS RECEIVED$155,900
BROKERAGE ADJUSTMENTS$18,354
K-1 BOOK/TAX DIFFERENCE$151
ROUNDING$4

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescTHRU K-1Desc
Revenue And Expenses Per Books$86RevenueAndExpensesPerBooksAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$109RevenueAndExpensesPerBooksAmt
Net Investment Income$109NetInvestmentIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
BOOK/TAX BASIS DIFF - SECURITIES DONATED TO CHARITY$94,681
RETURN OF CAPITAL$5,619

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAX$1,000
FOREIGN TAX$1,284$1,284

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