THE LEILA AND MICKEY STRAUS FAM CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THE LEILA AND MICKEY STRAUS FAM CHARITABLE TR (EIN 13-6881724)
Tax period
2023-03-01 to 2024-02-29
Filed
2025-01-15
IRS object ID
202530159349100158
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-01-15T08:57:03-05:00ReturnTs
Tax Period End2024-02-29TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11411 BROADWAY 9TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-03-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136881724EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEILA & MICKEY STRAUS FAMILYBusinessNameLine1Txt
Business Name Line2CHARITABLE TRUSTBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% WITHUM SMITH & BROWNInCareOfNm
Business Name ControlLEILBusinessNameControlTxt
Phone2127519100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O WSB 1411 BROADWAY 23 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEvercore Trust Company NAPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127794700PhoneNum
Signature2025-01-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED LAROSA CPAPreparerPersonNm
PTINP00103808PTIN
Phone2127519100PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,643,452FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$108,801DividendsRevAndExpnssAmt
Dividends Net Invst Incm$108,801DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$978,453NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$3,669,337GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$978,453CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,087,254TotalRevAndExpnssAmt
Total Net Invst Incm$1,087,254TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Legal Fees Rev And Expnss$75,039LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$37,520LegalFeesNetInvstIncmAmt
Legal Fees Adj Net Incm$0LegalFeesAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$37,519LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,295AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,147AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,148AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$43,800OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$19,230OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$24,750OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$872TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$872TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$250OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$250OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$134,256TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$63,897TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$70,539TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,261,250ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,261,250ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,395,506TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$63,897TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$3,331,789TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,308,252ExcessRevenueOverExpensesAmt
Net Investment Income$1,023,357NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$139,072CashBOYAmt
Cash EOY$352,082CashEOYAmt
Cash EOYFMV$352,082CashEOYFMVAmt
Corporate Stock BOY$1,921,188CorporateStockBOYAmt
Corporate Stock EOY$878,697CorporateStockEOYAmt
Corporate Stock EOYFMV$1,677,318CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,201,131CorporateBondsBOYAmt
Corporate Bonds EOY$651,081CorporateBondsEOYAmt
Corporate Bonds EOYFMV$614,052CorporateBondsEOYFMVAmt
Total Assets BOY$4,261,391TotalAssetsBOYAmt
Total Assets EOY$1,881,860TotalAssetsEOYAmt
Total Assets EOYFMV$2,643,452TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$4,261,391CapitalStockBOYAmt
Capital Stock EOY$1,881,860CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,261,391TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,881,860TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,261,391TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,881,860TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,261,391TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,308,252ExcessRevenueOverExpensesAmt
Subtotal$1,953,139SubtotalAmt
Other Decreases$71,279OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,881,860TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
EVERCORE #5700 ST COVERED2024-02-29$648,497$634,184$14,313$14,313
EVERCORE #5700 LT COVERED2024-02-29$3,015,068$2,056,700$958,368$958,368
EVERCORE #5700 LT CAP GAIN2024-02-29$5,772$5,772$5,772
FieldValueIRS element (for citing)
Capital Gain Net Income$978,453CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,225InvestmentIncomeExciseTaxAmt
Subtotal$14,225SubtotalAmt
Tax Based On Investment Income$14,225TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$24,705EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$24,705TotalPaymentsAndCreditsAmt
Overpayment$10,480OverpaymentAmt
Applied To ES Tax$10,480AppliedToESTaxAmt

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 Line1WITHUM SMITH & BROWNBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127519100PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WSB 1411 BROADWAY 23 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
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
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
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 (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LEILA STRAUS
C/O WSB 1411 BROADWAY 23 FLNEW YORKNY10018TRUSTEE0$0$0$0
RICHARD REISS
C/O WSB 1411 BROADWAY 23 FLNEW YORKNY10018TRUSTEE0$0$0$0
SHERRY JACOBSON
C/O WSB 1411 BROADWAY 23 FLNEW YORKNY10018TRUSTEE0$0$0$0
EVERCORE TRUST COMPANY N A
55 EAST 52ND STREETNEW YORKNY10055TRUSTEE0$0$0$0
SCOTT STRAUS
C/O WSB 1411 BROADWAY 23 FLNEW YORKNY10018TRUSTEE0$0$0$0

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Schulte Roth ZabelBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1919 3rd AveAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGAL SERVICESServiceTypeTxt
Compensation$75,039CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,720,988AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$304,421AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,025,409TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,025,409AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$60,381CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,965,028NetVlNoncharitableAssetsAmt
Minimum Investment Return$198,251MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$198,251MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,225TaxBasedOnInvestmentIncomeAmt
Total Tax$14,225TotalTaxAmt
Distributable Before Adj$184,026DistributableBeforeAdjAmt
Distributable Before Ded$184,026DistributableBeforeDedAmt
Distributable As Adjusted$184,026DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$3,331,789ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$3,331,789QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$184,026DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12021PriorYear1Yr
Prior Year22020PriorYear2Yr
Prior Year32019PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,350,174ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,581,868ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$3,553,950ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,880,817ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$2,945,747ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,312,556TotalExcessDistributionCyovAmt
Qualifying Distributions$3,331,789QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$184,026AppliedToCurrentYearAmt
Remaining Distri From Corpus$3,147,763RemainingDistriFromCorpusAmt
Total Corpus$15,460,319TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$1,350,174ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$14,110,145ExcessDistriCyovToNextYrAmt
Excess From Year4$1,581,868ExcessFromYear4Amt
Excess From Year3$3,553,950ExcessFromYear3Amt
Excess From Year2$2,880,817ExcessFromYear2Amt
Excess From Year1$2,945,747ExcessFromYear1Amt
Excess From Current Year$3,147,763ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerLEILA STRAUSContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1SEE STATEMENT ATTACHEDBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O WSB 1411 BROADWAY 23 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipN/ARecipientRelationshipTxt
Recipient Foundation StatusPFRecipientFoundationStatusTxt
Grant Or Contribution PurposeUNRESTRICTED GRANTSGrantOrContributionPurposeTxt
Amt$3,261,250Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,261,250TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$108,801ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$978,453ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,087,254ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,087,254TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$14,295Amt
Net Investment Income$7,147NetInvestmentIncomeAmt
Disbursements Charitable Prps$7,148DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondEVERCORE #5700BondNm
EOY Book Value$651,081EOYBookValueAmt
EOYFMV$614,052EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEVERCORE #5700StockNm
EOY Book Value$878,697EOYBookValueAmt
EOYFMV$1,677,318EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$75,039LegalFeesAmt
Net Investment Income$37,520NetInvestmentIncomeAmt
Disbursements Charitable Prps$37,519DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTS TO BOOK VALUEDesc
Amt$71,279Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$250RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps$250DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$19,230$19,230
CONSULTING SERVICES$24,570$24,750

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXCategoryTxt

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