DEBRA AND KENNETH CAPLAN FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DEBRA AND KENNETH CAPLAN FOUNDATION (EIN 46-5641218)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202443169349100904
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T07:17:43-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 465641218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Debra and Kenneth Caplan Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | DEBR | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBRA CAPLIN | PersonNm |
| Person Title | CO-PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $24,920,961 | 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 | $1,075,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $264,255 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,255 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $290,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,260,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $290,370 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,632,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $557,824 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $162,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,364 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $964 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $7,979 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $360 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,619 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,752 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,733 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,619 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,249,315 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,249,315 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,427,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,733 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,356,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $205,757 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $494,091 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $162,317 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,179 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,179 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,705,864 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,841,855 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,166,190 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,599,321 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,761,193 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,633,592 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $14,467,502 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,724,227 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,920,961 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $14,467,502 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,724,227 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,467,502 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,724,227 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,467,502 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,724,227 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,467,502 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $205,757 | ExcessRevenueOverExpensesAmt |
| Other Increases | $50,968 | OtherIncreasesAmt |
| Subtotal | $14,724,227 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,724,227 | 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 | $4,260,306 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,969,936 | CostOrOtherBasisAmt |
| Gain Or Loss | $290,370 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $290,370 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $290,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,868 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,868 | SubtotalAmt |
| Tax Based On Investment Income | $6,868 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,024 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $7,024 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $156 | OverpaymentAmt |
| Applied To ES Tax | $156 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 WALLS DRIVE FL 3 | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Debra Lynn Caplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres, Dir, Sec | 1.0 | $0 | $0 | $0 |
| Kenneth Alan Caplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Treas, Co- Pres | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The Bridgespan Group Inc | |||||
| 2 Copley Place Suite 3700B | Boston | MA | 02116 | Philanthropic srvcs | $100,000 |
| Weil Group | |||||
| ONE BRYANT PARK 28TH FLOOR | NEW YORK | NY | 10036 | Investment MGMT | $62,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,974,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $203,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,177,472 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,177,472 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $332,662 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,844,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,092,241 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,092,241 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,868 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,868 | TotalTaxAmt |
| Distributable Before Adj | $1,085,373 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,085,373 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,085,373 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,356,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,356,934 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,085,373 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $917,014 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Qualifying Distributions | $1,356,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $917,014 | AppliedToYear1Amt |
| Applied To Current Year | $439,920 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $645,453 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Debra Lynn Caplan | ContributingManagerNm |
| Contributing Manager | Kenneth Alan Caplan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 18 CORP | ||||||||
| 650 S ORANGE AVE | LIVINGSTON | NJ | 07039 | N/A | PC | General & Unrestricted | $10,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS ASSOCIATI | ||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $10,000 | |
| ALZHEIMERS DISEASE AND RELATED DISORDERS NEW YORK | ||||||||
| 360 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $5,000 | |
| AMERICAN FRIENDS OF LIBI INC | ||||||||
| 2001 BEACON ST STE 107 | BRIGHTON | MA | 02135 | N/A | PC | General & Unrestricted | $5,000 | |
| BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC | ||||||||
| 40 RECTOR ST 11TH FL | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $5,000 | |
| BRAINUP INC | ||||||||
| PO BOX 244 | FRANKFORT | IL | 60423 | N/A | PC | Charitable Event | $2,500 | |
| BREAKING GROUND HOUSING DEVELOPMENT FUND CORPORATI | ||||||||
| 505 8TH AVENUE 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Charitable Event | $10,000 | |
| BREAST CANCER RESEARCH FOUNDATION INC | ||||||||
| 28 W 44TH ST STE 609 | NEW YORK | NY | 10036 | N/A | PC | General & Unrestricted | $10,000 | |
| CASA FOR CHILDREN OF ESSEX COUNTY INC | ||||||||
| 212 WASHINGTON ST ROOM 912 | NEWARK | NJ | 07102 | N/A | PC | General & Unrestricted | $5,000 | |
| CHILD MIND INSTITUTE INC | ||||||||
| 101 EAST 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $5,000 | |
| CITY HARVEST INC | ||||||||
| 150 52ND ST | BROOKLYN | NY | 11232 | N/A | PC | Resiliency Fund - Deliver Together for NYC | $10,000 | |
| CIVIC BUILDERS INC | ||||||||
| 180 VARICK ST - SUITE 1414 | NEW YORK | NY | 10014 | N/A | PC | Charitable Event | $25,000 | |
| COREGIVING CO | ||||||||
| 233 S WACKER DR STE 4700 | CHICAGO | IL | 60606 | N/A | PC | General & Unrestricted | $10,000 | |
| CROHNS & COLITIS FOUNDATION INC | ||||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $100 | |
| CURE BREAST CANCER FOUNDATION INC | ||||||||
| 1122 CLIFTON AVE | CLIFTON | NJ | 07013 | N/A | PC | General & Unrestricted | $1,250 | |
| EAST HARLEM TUTORIAL PROGRAM INC | ||||||||
| 2050 2ND AVE | NEW YORK | NY | 10029 | N/A | PC | Build Love fund | $10,000 | |
| FAMILY LEGAL CARE INC | ||||||||
| 55 BROADWAY STE 2002 | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $50,000 | |
| FIRST TEE NEW YORK INC | ||||||||
| 3545 JEROME AVE | BRONX | NY | 10467 | N/A | PC | Charitable Event | $1,000 | |
| GABRIEL PROJECT MUMBAI | ||||||||
| PO BOX 5025 | BERGENFIELD | NJ | 07621 | N/A | PC | General & Unrestricted | $10,000 | |
| GOOD GRIEF INC | ||||||||
| 38 ELM ST | MORRISTOWN | NJ | 07960 | N/A | PC | General & Unrestricted | $5,500 | |
| GREENLIGHT FUND INC | ||||||||
| 50 MILK ST 16TH FLOOR | BOSTON | MA | 02109 | N/A | PC | General & Unrestricted | $100,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | N/A | PC | General & Unrestricted | $25,000 | |
| ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER | ||||||||
| 9603 WOODS DR | SKOKIE | IL | 60077 | N/A | PC | General & Unrestricted | $18,000 | |
| INTERFAITH FOOD PANTRY OF THE ORANGES INC | ||||||||
| PO BOX 341 | SHORT HILLS | NJ | 07078 | N/A | PC | General & Unrestricted | $1,800 | |
| JEWISH FAMILY SERVICE OF METROWEST NJ A NEW JERSEY | ||||||||
| 256 COLUMBIA TPKE STE 105 | FLORHAM PARK | NJ | 07932 | N/A | PC | Charitable Event AND GENERAL OPERATING SUPPORT | $10,500 | |
| JEWISH FEDERATION OF GREATER METROWEST NJ | ||||||||
| 901 RTE 10 | WHIPPANY | NJ | 07981 | N/A | PC | General & Unrestricted | $36,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | ||||||||
| PO BOX 22349 | NEW YORK | NY | 10087 | N/A | PC | Charitable Event | $5,000 | |
| LISA B FISHMAN FOUNDATION INC | ||||||||
| 11 WEDGEWOOD DR | MONTVILLE | NJ | 07045 | N/A | PC | General & Unrestricted | $10,000 | |
| LUPUS RESEARCH ALLIANCE INC | ||||||||
| 270 MADISON AVE STE 300 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $10,000 | |
| MARCH TO THE TOP - AFRICA | ||||||||
| 20300 VENTURA BLVD STE 160 | WOODLAND HLS | CA | 91364 | N/A | PC | to support the Brother Andre Hospital in Nairobi | $10,000 | |
| MARCH TO THE TOP - AFRICA | ||||||||
| 20300 VENTURA BLVD STE 160 | WOODLAND HLS | CA | 91364 | N/A | PC | Charitable Event | $10,000 | |
| MAUI FOOD BANK INC | ||||||||
| 760 KOLU ST | WAILUKU | HI | 96793 | N/A | PC | General & Unrestricted | $25,000 | |
| MELANOMA RESEARCH FOUNDATION | ||||||||
| 1420 K ST NW 7TH FL | WASHINGTON | DC | 20005 | N/A | PC | Charitable Event | $10,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER The Societ | ||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | N/A | PC | Charitable Event | $1,000 | |
| MICHAEL WOLK HEART FOUNDATION INC | ||||||||
| 876 PARK AVE | NEW YORK | NY | 10075 | N/A | PC | General & Unrestricted | $5,000 | |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | ||||||||
| 70 S ORANGE AVE STE 120 | LIVINGSTON | NJ | 07039 | N/A | PC | General & Unrestricted | $1,000 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | Charitable Event | $1,000 | |
| NEW JERSEY TUTORING CORPS INC | ||||||||
| 168 PROSPECT PLAINS RD | MONROE | NJ | 08831 | N/A | PC | General & Unrestricted | $25,000 | |
| PENCILS OF PROMISE INCORPORATED | ||||||||
| 1115 BROADWAY STE 1157 | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $100,000 | |
| PHIPPS NEIGHBORHOODS INC | ||||||||
| 902 BROADWAY FL 13 | NEW YORK | NY | 10010 | N/A | PC | Charitable Event | $5,000 | |
| REFLEX SYMPATHETIC DYSTROPHY SYNDROME ASSOCIATION | ||||||||
| 99 CHERRY ST | MILFORD | CT | 06460 | N/A | PC | General & Unrestricted | $100 | |
| RWJ BARNABAS HEALTH INC | ||||||||
| C/O CORP FINANCE 2 CRESCENT PL | OCEANPORT | NJ | 07757 | N/A | PC | General & Unrestricted | $1,000 | |
| RWJBH MEDICAL GROUP PC | ||||||||
| C/O CORP FINANCE 2 CRESCENT PL | OCEANPORT | NJ | 07757 | N/A | SO I | General & Unrestricted | $565 | |
| SAN FRANCISCO AIDS FOUNDATION | ||||||||
| 1035 MARKET ST SUITE 400 | SAN FRANCISCO | CA | 94103 | N/A | PC | General & Unrestricted | $1,000 | |
| SHARING NETWORK FOUNDATION INC | ||||||||
| 691 CENTRAL AVE | NEW PROVIDNCE | NJ | 07974 | N/A | SO II | General & Unrestricted | $1,000 | |
| SPARK YOUTH NYC INC | ||||||||
| 444 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | Charitable Event | $5,000 | |
| STACHESTRONG INC | ||||||||
| 511 CASTLEMAN RD | VESTAL | NY | 13850 | N/A | PC | General & Unrestricted | $500 | |
| TEACH FOR AMERICA INC | ||||||||
| 25 BROADWAY 12TH FL | NEW YORK | NY | 10004 | N/A | PC | Charitable Event | $5,000 | |
| THE OASIS HAVEN FOR WOMEN & CHILDREN INC | ||||||||
| 59 MILL ST | PATERSON | NJ | 07501 | N/A | PC | General & Unrestricted | $25,000 | |
| THE SAMBURU PROJECT INC | ||||||||
| 8800 VENICE BLVD STE 208 | LOS ANGELES | CA | 90034 | N/A | PC | General & Unrestricted | $500 | |
| TRUSTEES FOR HARVARD UNIVERSITY | ||||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 02138 | N/A | PC | General & Unrestricted | $315,000 | |
| TRUSTEES OF NEWARK ACADEMY | ||||||||
| 91 S ORANGE AVE | LIVINGSTON | NJ | 07039 | N/A | PC | General & Unrestricted | $75,000 | |
| UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTH | ||||||||
| PO BOX 4227 | NEW YORK | NY | 10261 | N/A | PC | General & Unrestricted | $100,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| OFC OF FINANCIAL AID | ANN ARBOR | MI | 48109 | N/A | PC | General & Unrestricted (SEE IN-KIND GRANT EXPLANATION STMT) | $100,000 | 2500 STUDENT ACTIVITIES |
| VILLAGE ACADEMIES INC | ||||||||
| 35 W 124TH ST 5TH FL | NEW YORK | NY | 10027 | N/A | PC | General & Unrestricted | $10,000 | |
| VOLUNTEERS OF AMERICA INC | ||||||||
| 135 WEST 50TH ST 9TH FL | NEW YORK | NY | 10020 | N/A | PC | General & Unrestricted | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,249,315 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,255 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $290,370 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $557,824 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $557,824 | 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 Person | Caplan Kenneth Alan | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 Highview Road | AddressLine1Txt |
| City | Short Hills | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,075,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | IN-KIND GRANTS | IdentifierTxt |
| Form And Line Reference | PART I LINE 25 AND PART XIV LINE 3A | FormAndLineReferenceDesc |
| Medium Explanation | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $97,394 TOTAL BOOK VALUE OF PROPERTY: $46,426 TOTAL CASH PORTION OF GRANTS: $2,606 TOTAL AMOUNT OF GRANTS: $97,394 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $50,968 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: HILTON WORLDWIDE HOLDINGS, INC UNITS: 575 DATE OF DISTRIBUTION: 12/7/2023 GRANT RECIPIENT: UNIVERSITY OF MICHIGAN FMV OF PROPERTY: $97,394 BOOK VALUE OF PROPERTY: $46,426 CASH PORTION OF GRANT: $2,606 TOTAL AMOUNT OF GRANT: $97,394 | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (59 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP - 3.625% - 04/0 | $20,216 | $20,820 |
| ALPHABET - 0.800% - 08/15/2027 | $33,797 | $30,406 |
| AMERICAN EXPRESS CO NOTE - 4.9 | $29,825 | $29,904 |
| AMERIPRISE FINANCIAL - 2.875% | $18,694 | $19,145 |
| AON CORP - 2.800% - 05/15/2030 | $34,671 | $28,425 |
| APPALACHIAN PWR - 2.700% - 04/ | $33,080 | $27,378 |
| ASTRAZENECA - 4.000% - 01/17/2 | $30,624 | $28,656 |
| AT&T INC - 4.300% - 02/15/2030 | $34,523 | $28,441 |
| AUTOZONE INC - 3.125% - 04/21/ | $20,524 | $21,144 |
| BAT CAPITAL CORP MTN CALL | $30,810 | $28,407 |
| BECTON DICKINSON &CO - 1.957% | $40,860 | $35,893 |
| BOSTON PPTYS LTD - 4.500% - 12 | $31,690 | $27,605 |
| BP CAP MKTS AMER INC NOTE - 4. | $29,743 | $30,306 |
| CATERPILLAR INC - 3.400% - 05/ | $29,621 | $26,798 |
| CITIGROUP INC NOTE - 2.561% - | $41,859 | $40,949 |
| COMCAST CORP NOTE - 4.150% - 1 | $32,553 | $28,621 |
| CSX CORP - 3.800% - 03/01/2028 | $30,631 | $28,414 |
| CVS HEALTH - 3.875% - 07/20/20 | $33,801 | $29,486 |
| DEERE JOHN CAPITAL CORP SER H | $33,784 | $28,793 |
| DISNEY WALT CO - 2.000% - 09/0 | $28,074 | $25,742 |
| DUKE ENERGY PROGRESSLLC BOND - | $26,503 | $24,822 |
| EATON CORP PLC - 3.103% - 09/1 | $18,907 | $19,165 |
| ECOLAB INC NOTE - 4.800% - 03/ | $33,646 | $27,741 |
| ENTERGY CORP - 2.950% - 09/01/ | $20,120 | $20,896 |
| ENTERPRISE PRODS OPER LLC - 2. | $32,788 | $28,076 |
| ERP OPERATING LP BOND - 3.000% | $34,307 | $28,566 |
| EXELON CORP - 3.400% - 04/15/2 | $33,579 | $29,054 |
| FEDERATED CAPITAL APPRECIATION | $29,996 | $25,863 |
| GENERAL MTRS CO NOTE - 5.600% | $32,084 | $33,811 |
| GOLDMAN SACHS GROUP - 3.500% - | $31,547 | $29,863 |
| HOME DEPOT INC NOTE - 3.900% - | $34,528 | $28,555 |
| HONDA - 2.967% - 03/10/2023 | $29,798 | $30,240 |
| INTERNATIONAL BUSINESS MACHS B | $21,459 | $17,925 |
| JPMORGAN CHASE & CO FR - 3.875 | $31,127 | $27,687 |
| KIMBERLY-CLARK CORP - 1.050% - | $34,358 | $30,338 |
| KINDER MORGAN ENERGY - 4.250% | $18,199 | $17,831 |
| LINCOLN NATL CORP IND - 3.800% | $20,065 | $20,176 |
| LOWES COS INC NOTE CALL MAKE W | $21,283 | $16,925 |
| LYB INTERNATIONAL FIN III LLC | $33,251 | $30,822 |
| MARRIOTT INTL - 2.750% - 10/15 | $31,788 | $33,024 |
| NORTHROP GRUMMAN CORP - 3.200% | $30,914 | $29,837 |
| ORACLE CORP NOTE - 6.250% - 11 | $29,825 | $32,686 |
| PEPSICO INC NOTE - 3.500% - 07 | $20,792 | $19,678 |
| PHILP MORRIS - 5.375% - 02/15/ | $31,819 | $32,858 |
| PRINCIPAL FINANCIAL GROUP - 2. | $29,751 | $24,534 |
| PROGRESSIVE CORP NOTE - 3.000% | $30,180 | $28,598 |
| QUALCOMM NOTE - 2.900% - 05/20 | $45,977 | $43,580 |
| REALTY INCOME CORP - 3.875% - | $19,755 | $19,662 |
| REPUBLIC SVCS INC - 3.950% - 0 | $19,856 | $19,622 |
| RIO TINTO - 5.000% - 03/09/203 | $31,856 | $32,300 |
| SHERWIN-WILLIAMS CO - 2.950% - | $34,199 | $28,550 |
| SIMON - 5.500% - 03/08/2033 | $29,540 | $30,019 |
| T- MOBILE - 2.700% - 03/15/203 | $31,303 | $32,431 |
| TOTAL CAPITAL INTL - 3.700% - | $32,844 | $29,976 |
| TOYOTA MOTOR CREDIT CORP - 2.1 | $33,273 | $28,388 |
| UNITED PARCEL SERVICE - 3.400% | $27,974 | $29,991 |
| VERIZON COMMUNICATIONS - 3.376 | $30,147 | $29,441 |
| WASTE MANAGEMENT INC - 1.500% | $30,203 | $25,377 |
| WELLS FARGO CO - 4.100% - 06/0 | $32,272 | $29,351 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $158,922 | $214,843 |
| AMAZON COM | $213,598 | $205,271 |
| AMPHENOL CORPORATION | $138,574 | $143,838 |
| APPLE INC | $227,103 | $478,052 |
| BLACKROCK INC | $156,621 | $181,031 |
| BOEING CO | $153,165 | $187,154 |
| BOSTON SCIENTIFIC | $148,018 | $174,355 |
| BROADCOM INC | $71,663 | $141,764 |
| CONOCOPHILLIPS | $50,998 | $91,347 |
| COSTCO WHOLESALE CORPORATION | $194,527 | $290,435 |
| ELI LILLY & CO | $122,432 | $131,157 |
| EXXON MOBIL CORP | $203,516 | $176,565 |
| FERRARI NV | $85,606 | $95,776 |
| HILTON GRAND VACATIONS INC. | $662,155 | $973,200 |
| HILTON WORLDWIDE HOLDINGS, INC | $3,923,499 | $11,857,884 |
| HOME DEPOT INC | $126,832 | $146,937 |
| HONEYWELL INTL | $69,193 | $71,721 |
| INVITATION HOMES INC. | $2,221,817 | $2,613,236 |
| ISHARES RUSSELL 2000 | $107,524 | $128,360 |
| ISHARES TRUST MSCI EAFE INDEX | $117,744 | $134,009 |
| JP MORGAN CHASE | $175,482 | $226,743 |
| KENVUE INC | $137,067 | $131,785 |
| MCDONALD'S CORP | $129,503 | $140,842 |
| MICROSOFT CORP | $365,948 | $575,341 |
| NETFLIX INC | $156,364 | $180,632 |
| NVIDIA CORP | $106,250 | $252,562 |
| O'REILLY AUTOMOTIVE INC | $90,972 | $103,559 |
| PALO ALTO NETWORKS INC | $35,066 | $66,643 |
| PARKER HANNIFIN CP | $147,695 | $212,843 |
| PROCTER GAMBLE CO | $73,864 | $67,995 |
| PROGRESSIVE CORP OHIO | $125,086 | $163,740 |
| PROLOGIS | $161,057 | $187,153 |
| ROSS STORES, INC | $64,841 | $74,592 |
| S&P GLOBAL INC COM | $166,202 | $175,327 |
| SCHLUMBERGER LTD | $78,229 | $94,244 |
| SERVICE NOW | $98,260 | $138,472 |
| SPDR S&P 500 ETF TRUST | $333,545 | $548,716 |
| TESLA MOTORS INC | $105,955 | $111,816 |
| THERMO FISHER SCIENTIFIC INC | $72,260 | $71,657 |
| TORONTO DOMINION | $78,474 | $71,405 |
| UNION PACIFIC | $169,293 | $179,548 |
| UNITED RENTALS INC | $97,629 | $115,257 |
| UNITEDHEALTH GROUP INC | $183,742 | $192,688 |
| VISA INC | $171,786 | $214,008 |
| WAL-MART STORES INC | $125,530 | $151,975 |
| WELLTOWER INC. | $92,408 | $99,908 |
| ZOETIS INC | $145,840 | $179,804 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,594 | $7,594 | |
| Bank Charges | $360 | $360 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT OF PUBLICLY-TRADED SECURITIES | Desc |
| Amt | $50,968 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $62,409 | $62,409 | |
| Philanthropic Consulting Srvcs | $100,000 | $100,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2023 | $6,400 | |
| Foreign Tax Paid | $964 | $964 |
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