THE SONO AND VICTOR ELMALEH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE SONO AND VICTOR ELMALEH FOUNDATION (EIN 35-2354358)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202403169349100530
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T08:20:03-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | 352354358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONO AND VICTOR ELMALEH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SONO | BusinessNameControlTxt |
| Phone | 2128320400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE 342 | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NIKO ELMALEH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128320400 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAURY GOLBERT | PreparerPersonNm |
| PTIN | P00748248 | PTIN |
| Phone | 5169313100 | PhoneNum |
| Preparation | 2024-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,472,960 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $270,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $72,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$21,492 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,033 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $320,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,104 | 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 |
| Legal Fees Rev And Expnss | $370 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $370 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,235 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,235 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $120 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $120 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,740 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $520 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,220 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,465 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,590 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,465 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,590 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $185,147 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,229 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $292,395 | CashBOYAmt |
| Cash EOY | $485,009 | CashEOYAmt |
| Cash EOYFMV | $485,009 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $128,337 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $129,931 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $129,931 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $831,562 | CorporateStockBOYAmt |
| Corporate Stock EOY | $808,960 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $883,637 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $953,145 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $966,013 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $974,383 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,205,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,389,913 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,472,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,205,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,389,913 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,205,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,389,913 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,205,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,389,913 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,205,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $185,147 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,390,586 | SubtotalAmt |
| Other Decreases | $673 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,389,913 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $230,033 | GrossSalesPriceAmt |
| Cost Or Other Basis | $251,525 | CostOrOtherBasisAmt |
| Gain Or Loss | -$21,492 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$21,492 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$21,492 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $754 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $754 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,627 | 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 | $2,627 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,873 | OverpaymentAmt |
| Applied To ES Tax | $1,873 | 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 | 0 | 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 | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 2128320400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 JERICHO QUADRANGLE SUITE 342 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NIKO ELMALEH | |||||||||
| C/O CITRIN COOPERMAN 100 JERICHO | QUADRANGLE SUITE 342 | JERICHO | NY | 11753 | PRESIDENT | 0.10 | $0 | $0 | $0 |
| MARK BOSSWICK | |||||||||
| C/O CITRIN COOPERMAN 100 JERICHO | QUADRANGLE SUITE 342 | JERICHO | NY | 11753 | DIRECTOR AND TREASURER | 0.10 | $0 | $0 | $0 |
| JOEL I PAPERNIK | |||||||||
| 666 THIRD AVENUE | NEW YORK | NY | 10017 | DIRECTOR | 0.10 | $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 | $1,754,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $328,144 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,082,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,082,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,244 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,051,664 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $102,583 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $102,583 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $754 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $754 | TotalTaxAmt |
| Distributable Before Adj | $101,829 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $101,829 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $101,829 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,590 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,590 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $73,457 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $188,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $261,761 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,590 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $101,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $15,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,522 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $277,522 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $73,457 | ExcessFromYear2Amt |
| Excess From Year1 | $188,304 | ExcessFromYear1Amt |
| Excess From Current Year | $15,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHILDREN'S RIGHTS | |||||||
| 88 PINE STREET SUITE 800 | NEW YORK | NY | 10005 | N/A | PC | GENERAL SUPPORT | $15,000 |
| CONCERT ARTISTS GUILD | |||||||
| 850 SEVENTH AVENUE SUITE 1205 | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $15,000 |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 7TH AVE 10TH FLOOR | NEW YORK | NY | 10019 | N/A | PC | GENERAL SUPPORT | $25,000 |
| NEW YORK EDGE | |||||||
| 58-12 QUEENS BLVD STE 1 | WOODSIDE | NY | 11377 | N/A | PC | GENERAL SUPPORT | $50,000 |
| ROBIN HOOD FOUNDATION | |||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | GENERAL SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | 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 | $72,104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$21,492 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $50,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $50,612 | 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 | ARTICLE 7TH TR FBO SONO ELMALEH UW VICTOR ELMALEH | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN 100 JERICHO QUADRANGLE | AddressLine1Txt |
| City | JERICHO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11753 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $270,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (40 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BLACKROCK INC NT 1.900% 01/28/31 B/E DTD 05/06/20 30/360 | $7,852 | $6,758 |
| GOLDMAN SACHS GROUP INC SR GLOBAL NT FLTF 1.992% 01/27/32 | $32,189 | $32,376 |
| UNITEDHEALTH GROUP INC NT 2.875% 08/15/29 B/E DTD 07/25/19 | $35,280 | $35,321 |
| WESTPAC BKG CORP SR NT ISIN#US961214CX95 2.850% 05/13/26 | $5,780 | $5,763 |
| GOLDMAN SACHS GROUP INC FXD RT SR NT 3.750% 02/25/26 B/E | $8,103 | $7,819 |
| KROGER CO FXD RT SR NT 2.650% 10/15/26 B/E DTD 10/03/16 | $6,544 | $6,616 |
| AT&T INC FXD RT SR NT 4.300% 02/15/30 B/E DTD 08/15/18 30/360 | $6,639 | $6,865 |
| SIMON PPTY GROUP L P GTD FXD RT SR NT 3.300% 01/15/26 B/E | $9,902 | $9,690 |
| MARSH & MCLENNAN COS INC SR NT 4.375% 03/15/29 B/E DTD | $7,475 | $6,974 |
| ANHEUSER-BUSCH INBEV WORLDWIDE INC GTD NT 4.900% | $7,797 | $7,293 |
| MORGAN STANLEY FXD RT SR NT SER I 3.625% 01/20/27 B/E DTD | $29,856 | $30,073 |
| COMCAST CORP GTD FXD RT R NOTE 4.250% 10/15/30 B/E DTD | $31,147 | $32,572 |
| WELLS FARGO & CO MEDIUM TERM SR NTS 4.478% 04/04/31 B/E | $8,055 | $6,772 |
| PARAMOUNT GLOBAL SR GLBL NT 2.900% 01/15/27 REG DTD | $9,199 | $9,267 |
| BANK AMER CORP FXD TO FLTG RT NT SER N 4.271% 07/23/29 B/E | $32,884 | $32,866 |
| CITIGROUP INC FXD TO FLTG SR NT 3.668% 07/24/28 B/E DTD | $32,013 | $32,426 |
| JPMORGAN CHASE & CO FXD RT SUB NT 3.625% 12/01/27 B/E DTD | $9,648 | $9,608 |
| SHELL INTL FIN B V GTD NT ISIN#US822582BT82 2.875% 05/10/26 | $9,655 | $9,629 |
| BANK AMER CORP FXD RT SER L 4.125% 01/22/24 B/E DTD 01/21/14 | $10,005 | $9,992 |
| AT&T INC GLOBAL NT 1.700% 03/25/26 B/E DTD 03/23/21 30/360 | $22,504 | $23,399 |
| ACE INA HLDGS INC GTD SR NT 3.350% 05/03/26 B/E DTD 11/03/15 | $30,788 | $31,076 |
| AMAZON COM INC NT 3.300% 04/13/27 B/E DTD 04/13/22 30/360 | $39,300 | $39,846 |
| AMERICAN EXPRESS CO NT 3.375% 05/03/24 B/E DTD 05/03/22 | $39,308 | $39,694 |
| BANK AMER CORP FXD TO FLTG MEDIUM TERM SR NT SER M | $29,627 | $30,575 |
| BANK NOVA SCOTIA BC SR SUSTAINABILTY MEDIUM TERM NTS | $30,893 | $31,313 |
| BROADCOM CORP / BROADCOM CAYMAN FIN LTD GTD FXD RT SR NT 3.875% 01/15/27 B/E | $30,622 | $31,230 |
| CVS HEALTH CORP FXD RT SR NT 3.875% 07/20/25 B/E DTD | $29,420 | $29,486 |
| CROWN CASTLE INTL CORP NEW FXD RT SR NT 3.200% 09/01/24 | $30,170 | $30,494 |
| HUMANA INC SR NT 4.500% 04/01/25 B/E DTD 03/26/20 30/360 | $9,061 | $8,926 |
| JPMORGAN CHASE & CO FXD TO FLTG RT SR NOTE 4.005% | $29,898 | $30,817 |
| KINDER MORGAN INC DEL FXD RT SR NT 4.300% 03/01/28 B/E DTD | $31,179 | $31,583 |
| MORGAN STANLEY FIXED RATE SR NT SER F 3.875% 04/29/24 B/E | $30,461 | $30,828 |
| NEXTERA ENERGY CAP HLDGS INC 2.940% 03/21/24 B/E DTD | $29,160 | $29,804 |
| REALTY INCOME CORP FXD RT SR NT 4.125% 10/15/26 B/E DTD | $40,387 | $40,235 |
| TORONTO DOMINION BK SR MEDIUM TERM NTS 1.200% 06/03/26 | $29,310 | $30,308 |
| TOYOTA MTR CR CORP MEDIUM TERM NTS FXD RT NTS SER B | $39,961 | $40,505 |
| UNITED TECHNOLOGIES CORP FXD RT SR NT 4.125% 11/16/28 B/E | $40,819 | $41,055 |
| VERIZON COMMUNICATIONS INC FXD RT SR NT 4.125% 03/16/27 B/E | $31,448 | $31,552 |
| WELLS FARGO & CO NEW FXD RT NTS 3.000% 04/22/26 B/E DTD | $39,514 | $40,246 |
| SCHWAB CHARLES CORP NEW SR NT 2.900% 03/03/32 B/E DTD | $32,160 | $32,731 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (187 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DISCOVER FINL SVCS COM INC | $2,609 | $3,035 |
| AMAZON COM INC | $19,599 | $22,487 |
| HOME DEPOT INC COM | $5,241 | $5,891 |
| FLOOR & DECOR HLDGS INC COM CL A | $5,007 | $5,243 |
| FIVE BELOW INC COM | $3,570 | $4,050 |
| EVOLUTION AB ADR ISIN# US30051E1047 | $2,313 | $1,433 |
| DOLLAR GEN CORP NEW COM | $4,262 | $2,719 |
| D R HORTON INC COM | $7,903 | $13,222 |
| COSTCO WHOLESALE CORP NEW COM | $1,069 | $1,980 |
| BLACKROCK INC COM | $3,820 | $4,059 |
| CHEESECAKE FACTORY INC COM | $6,139 | $3,606 |
| SCOTTS MIRACLE-GRO CO COM | $5,849 | $1,913 |
| SHERWIN WILLIAMS CO COM | $5,870 | $7,174 |
| FERRARI N V SHS ISIN#NL0011585146 | $1,248 | $2,023 |
| LVMH MOET HENNESSY LOUIS VUITTON ADR | $2,029 | $2,437 |
| LESLIES INC COM | $7,169 | $3,704 |
| ARMSTRONG WORLD INDS INC NEW COM | $3,675 | $3,933 |
| NIKE INC CL B | $8,795 | $7,166 |
| CHEVRON CORP NEW COM | $3,378 | $4,773 |
| THOR INDS INC | $4,423 | $4,021 |
| STARBUCKS CORP COM | $11,308 | $9,889 |
| OLLIES BARGAIN OUTLET HLDGS INC COM | $3,282 | $2,808 |
| AMERIPRISE FINL INC COM | $3,988 | $6,457 |
| BANK HAWAII CORP COM | $5,088 | $4,058 |
| PHILLIPS 66 COM | $3,906 | $6,258 |
| LOWES COS INC COM | $7,362 | $8,012 |
| FIRST FINL BANKSHARES INC COM | $4,031 | $2,606 |
| GALLAGHER ARTHUR J & CO | $4,360 | $6,297 |
| HOULIHAN LOKEY INC CL A | $2,587 | $4,557 |
| MARKETAXESS HLDGS INC COM | $6,440 | $4,393 |
| PRIMERICA INC COM | $3,132 | $4,321 |
| RLI CORP COM | $2,706 | $3,195 |
| RYAN SPECIALTY HLDGS INC CL A COM | $3,462 | $4,904 |
| US BANCORP DEL COM | $5,041 | $4,025 |
| AMN HEALTHCARE SVCS INC COM | $601 | $599 |
| ABBOTT LABS COM | $8,745 | $8,145 |
| ABBVIE INC COM | $7,547 | $10,383 |
| ALIGN TECHNOLOGY INC COM | $4,256 | $3,014 |
| BIO-TECHNE CORP COM | $3,893 | $3,086 |
| CHARLES RIV LABORATORIES INTL INC COM | $2,054 | $1,655 |
| COOPER COS INC COM NEW | $3,097 | $3,028 |
| ENSIGN GROUP INC COM | $1,850 | $2,244 |
| MERCK & CO INC NEW COM | $3,888 | $5,778 |
| NEOGEN CORP COM | $2,235 | $1,006 |
| REPLIGEN CORP COM | $1,681 | $1,798 |
| THERMO FISHER SCIENTIFIC INC COM | $5,292 | $5,839 |
| UNITEDHEALTH GROUP INC COM | $8,943 | $12,109 |
| WEST PHARMACEUTICAL SVCS INC COM | $7,623 | $9,507 |
| ZOETIS INC COM | $8,338 | $10,263 |
| KORNIT-DIGITAL LTD SHS ISIN#IL0011216723 | $2,201 | $422 |
| ALBANY INTL CORP NEW CL A | $3,896 | $4,518 |
| ATLAS COPCO AB SPON ADR NEW REPSTG ISIN#US0492557063 | $2,808 | $3,098 |
| BADGER METER INC COM | $1,632 | $2,624 |
| CANADIAN NATL RY CO COM ISIN#CA1363751027 | $6,384 | $6,784 |
| CARRIER GLOBAL CORP COM | $6,345 | $7,928 |
| COGNEX CORP COM | $2,029 | $1,002 |
| CONSTRUCTION PARTNERS INC CL A | $3,517 | $5,614 |
| EVERTEC INC COM | $4,698 | $4,790 |
| EXPONENT INC | $1,972 | $1,761 |
| FACTSET RESH SYS INC COM | $3,107 | $4,771 |
| FASTENAL CO COM | $2,543 | $3,239 |
| GRACO INC COM | $1,757 | $2,169 |
| HEICO CORP NEW COM | $3,314 | $4,651 |
| HEICO CORP NEW CL A | $5,067 | $6,125 |
| JOHN BEAN TECHNOLOGIES CORP COM | $3,004 | $2,188 |
| LANDSTAR SYSTEMS INC COM | $4,014 | $4,648 |
| LOCKHEED MARTIN CORP COM | $3,712 | $4,532 |
| OLD DOMINION FREIGHT LINE INC COM | $1,218 | $2,027 |
| PAYCHEX INC COM | $5,300 | $6,432 |
| RBC BEARINGS INC COM | $3,559 | $5,128 |
| RB GLOBAL INC COM | $2,877 | $3,211 |
| ROLLINS INC COM | $2,486 | $3,101 |
| S&P GLOBAL INC COM | $6,406 | $7,489 |
| SNAP ON INC COM | $4,142 | $5,199 |
| TRANSUNION COM | $3,671 | $2,611 |
| UNIFIRST CORP MASS COM | $2,915 | $2,744 |
| UNION PAC CORP COM | $4,840 | $5,404 |
| WATSCO INC COM | $5,072 | $8,141 |
| HONEYWELL INTL INC COM | $3,955 | $3,984 |
| ILLINOIS TOOL WKS INC COM | $1,992 | $2,357 |
| LAMB WESTON HLDGS INC COM | $3,215 | $4,432 |
| NATIONAL BEVERAGE CORP COM | $3,730 | $3,828 |
| PEPSICO INC COM | $2,837 | $3,397 |
| PHILIP MORRIS INTL INC COM | $4,559 | $4,610 |
| PROCTER & GAMBLE CO COM | $2,567 | $2,784 |
| SITEONE LANDSCAPE SUPPLY INC COM | $8,264 | $7,638 |
| WD 40 CO COM | $4,030 | $3,108 |
| ACCENTURE PLC IRELAND CLASS SHS ISIN#IE00B4BNMY34 | $11,771 | $15,089 |
| GLOBANT S A COM ISIN#LU0974299876 | $4,729 | $5,235 |
| ADOBE SYS INC COM | $6,923 | $8,352 |
| ADYEN N V ADR | $3,221 | $2,035 |
| AIRBNB INC CL A COM | $6,708 | $5,854 |
| ALARM COM HLDGS INC COM | $3,060 | $2,261 |
| ALPHABET INC CAP STK CL C | $7,026 | $9,301 |
| ANSYS INC COM | $4,576 | $4,717 |
| APPLE INC COM | $3,067 | $4,813 |
| AUTODESK INC COM | $5,510 | $4,869 |
| AUTOMATIC DATA PROCESSING INC COM | $5,390 | $6,523 |
| BENTLEY SYS INC CL B | $4,303 | $4,540 |
| BLACKLINE INC COM | $2,767 | $1,561 |
| AZENTA INC COM | $6,072 | $5,407 |
| CERTARA INC COM | $6,056 | $4,573 |
| CISCO SYS INC COM | $3,792 | $3,688 |
| CLEARWATER ANALYTICS HLDGS INC CL A | $3,547 | $2,704 |
| COSTAR GROUP INC COM | $2,954 | $3,321 |
| ENTEGRIS INC COM | $5,123 | $5,512 |
| FAIR ISAAC CORPORATION COM | $2,222 | $5,820 |
| FIVE9 INC COM | $5,644 | $4,171 |
| GARTNER INC COM | $1,501 | $3,609 |
| GODADDY INC CL A | $2,247 | $2,972 |
| GRID DYNAMICS HLDGS INC CL A | $1,688 | $746 |
| GUIDEWIRE SOFTWARE INC COM | $2,366 | $2,508 |
| HEALTHEQUITY INC COM | $4,365 | $4,111 |
| HENRY JACK & ASSOC INC COM | $4,803 | $5,066 |
| LAM RESH CORP COM | $2,346 | $3,133 |
| MASTERCARD INC CL A COM | $11,038 | $13,222 |
| MICROSOFT CORP COM | $15,111 | $21,434 |
| NCINO INC COM | $5,046 | $3,363 |
| NETFLIX INC COM | $3,668 | $6,329 |
| PAYCOM SOFTWARE INC COM | $3,828 | $2,481 |
| PAYLOCITY HLDG CORP COM | $2,835 | $2,638 |
| PAYPAL HLDGS INC COM | $8,303 | $4,790 |
| RIGHTMOVE PLC ADR | $4,547 | $4,398 |
| ROPER TECHNOLOGIES INC COM | $6,378 | $8,178 |
| SALESFORCE INC COM | $5,668 | $6,842 |
| SERVICENOW INC COM | $5,767 | $8,478 |
| TELEDYNE TECHNOLOGIES INC COM | $4,245 | $4,463 |
| TYLER TECHNOLOGIES INC COM | $6,929 | $6,690 |
| VERIZON COMMUNICATIONS INC COM | $4,547 | $3,205 |
| VERISK ANALYTICS INC COM | $3,954 | $5,255 |
| VISA INC COM CL A | $6,927 | $8,331 |
| WORKIVA INC COM CL A | $2,749 | $3,046 |
| DUKE ENERGY CORP NEW COM NEW | $1,057 | $1,067 |
| NEXTERA ENERGY INC COM | $3,020 | $2,430 |
| CROWN CASTLE INTL CORP NEW COM | $3,540 | $2,419 |
| GRAND CANYON ED INC COM | $2,193 | $2,641 |
| PROLOGIS INC COM | $3,203 | $3,999 |
| FULLER H B CO COM | $4,724 | $5,373 |
| LATHAM GROUP INC COM | $2,589 | $352 |
| HILLMAN SOLUTIONS CORP COM | $5,186 | $4,964 |
| LCI INDS COM | $1,151 | $1,257 |
| ICICI BK LTD ADR ISIN#US45104G1040 | $2,785 | $3,028 |
| LPL FINL HLDGS INC COM | $2,381 | $2,504 |
| LAKELAND FINL CORP COM | $3,621 | $3,128 |
| AMGEN INC COM | $2,328 | $2,880 |
| ATRION CORP COM | $2,531 | $1,515 |
| LILLY ELI & CO COM | $6,463 | $12,241 |
| MCKESSON CORP COM | $1,856 | $2,315 |
| MEDPACE HLDGS INC COM | $1,064 | $2,146 |
| NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR | $5,239 | $7,966 |
| PROGYNY INC COM | $1,470 | $1,264 |
| CANADIAN PACIFIC KANSAS CITY | $3,909 | $3,897 |
| PARKER-HANNIFIN CORP COM | $4,656 | $6,911 |
| WASTE CONNECTIONS INC COM ISIN#CA94106B1013 | $2,209 | $2,388 |
| CORTEVA INC COM | $2,688 | $2,156 |
| FRESHPET INC COM | $1,636 | $1,562 |
| ATLASSIAN CORP CL A | $1,812 | $1,665 |
| BOOZ ALLEN HAMILTON HLDG CORP | $1,275 | $1,535 |
| DATADOG INC CL A | $3,267 | $3,399 |
| MANHATTAN ASSOCS INC COM | $1,793 | $2,799 |
| SPS COMM INC COM | $1,528 | $2,326 |
| SNOWFLAKE INC CL A | $1,937 | $1,393 |
| SQUARESPACE INC CL A | $1,519 | $1,584 |
| ZOOMINFO TECHNOLOGIES INC COM | $1,319 | $647 |
| GETTY RLTY CORP NEW COM | $3,769 | $3,097 |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 PURE VALUE ETF | $62,902 | $64,104 |
| LINDE PLC | $2,641 | $3,286 |
| SIMPSON MFG INC COM | $2,694 | $3,960 |
| JPMORGAN CHASE & CO COM | $6,119 | $6,804 |
| KINSALE CAP GROUP INC COM | $856 | $1,005 |
| MOELIS & CO CL A | $1,774 | $2,357 |
| ASTRAZENECA PLC SPONSORED ADR | $2,385 | $2,425 |
| INTUITIVE SURGICAL INC COM NEW | $2,150 | $2,699 |
| OPTION CARE HEALTH INC COM NEW | $779 | $977 |
| PRIVIA HEALTH GROUP INC COM | $1,097 | $875 |
| SAIA INC COM | $2,659 | $4,382 |
| ACV AUCTIONS INC CL A | $874 | $757 |
| ARISTA NETWORKS INC COM | $2,936 | $4,474 |
| CCC INTELLIGENT SOLUTIONS HLDGS INC COM | $1,034 | $1,025 |
| DOUBLEVERIFY HLDGS INC COM | $1,631 | $2,060 |
| ASPEN TECHNOLOGY INC NEW COM | $2,445 | $3,082 |
| INTUIT COM | $4,887 | $6,875 |
| NVIDIA CORP COM | $2,033 | $2,476 |
| ORACLE CORP COM | $4,707 | $4,533 |
| TOAST INC CL A | $1,738 | $1,461 |
| WORKDAY INC CL A | $2,946 | $3,589 |
| WEC ENERGY GROUP INC COM | $2,299 | $2,357 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $370 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $370 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $673 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER INVESTMENT EXPENSES | $520 | $520 | $0 |
| STATE FILING FEES | $250 | $0 | $250 |
| INSURANCE | $1,970 | $0 | $1,970 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,235 | Amt |
| Net Investment Income | $17,235 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $120 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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