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LAWRENCE CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
LAWRENCE CHARITABLE FOUNDATION (EIN 31-1709120)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-12
IRS object ID
202311639349101001
Schema version
2022v5.0
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)
Return2023-06-12T08:48:33-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN464749070PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EFFY STEIGMAN & CO CPAS PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 CROWN STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112135126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311709120EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LAWRENCE CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLAWRBusinessNameControlTxt
Phone5162955350PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1388 KENRIDGE ROADAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY GETTENBERGPersonNm
Person TitleTrusteePersonTitleTxt
Signature2023-06-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGARYPersonFirstNm
Person LastGETTENBERGPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonEffy SteigmanPreparerPersonNm
PTINP00705400PTIN
Phone3475337210PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,287,148FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$150,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$5,434InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,434InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$5,434InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$10,386DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,386DividendsNetInvstIncmAmt
Dividends Adj Net Incm$10,386DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$84,353NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$84,355GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,353CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$83,383NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$56,540OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$113,080OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$56,540OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$306,713TotalRevAndExpnssAmt
Total Net Invst Incm$213,253TotalNetInvstIncmAmt
Total Adj Net Incm$155,743TotalAdjNetIncmAmt
Other Prof Fees Rev And Expnss$2,295OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$555TaxesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$2,850TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,326ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,326ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$182,176TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$179,326TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$124,537ExcessRevenueOverExpensesAmt
Net Investment Income$213,253NetInvestmentIncomeAmt
Adjusted Net Income$155,743AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$83,422CashBOYAmt
Cash EOY$1,246,419CashEOYAmt
Cash EOYFMV$1,240,367CashEOYFMVAmt
Corporate Stock BOY$1,094,999CorporateStockBOYAmt
Mortgage Loans BOY$1,374,408MortgageLoansBOYAmt
Other Investments EOY$1,423,694OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,046,781OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,552,829TotalAssetsBOYAmt
Total Assets EOY$2,670,113TotalAssetsEOYAmt
Total Assets EOYFMV$2,287,148TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,552,829CapitalStockBOYAmt
Capital Stock EOY$2,670,113CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$2,552,829TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,670,113TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,552,829TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,670,113TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,552,829TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$124,537ExcessRevenueOverExpensesAmt
Subtotal$2,677,366SubtotalAmt
Other Decreases$7,253OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,670,113TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
1 TIAAP2021-01-012022-12-31$971$1$970$970
1 TIAAP2022-01-012022-12-31$83,384$1$83,383$83,383
FieldValueIRS element (for citing)
Capital Gain Net Income$84,353CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$83,383NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,964InvestmentIncomeExciseTaxAmt
Subtotal$2,964SubtotalAmt
Tax Based On Investment Income$2,964TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$555EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$555TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$8EsPenaltyAmt
Tax Due$2,417TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1DR GARY GETTENBERGBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5162955350PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1388 KENRIDGE ROADAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GARY GETTENBERG
388 KENRIDGE ROADLAWRENCENY11559Trustee3.00$0
LYNN GETTENBERG
388 KENRIDGE ROADLAWRENCENY11559Trustee2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,209,395AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$973,310FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,182,705TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,182,705AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,741CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,149,964NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,498MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,498MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,964TaxBasedOnInvestmentIncomeAmt
Total Tax$2,964TotalTaxAmt
Distributable Before Adj$104,534DistributableBeforeAdjAmt
Distributable Before Ded$104,534DistributableBeforeDedAmt
Distributable As Adjusted$104,534DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$179,326ExpensesAndContributionsAmt
Qualifying Distributions$179,326QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$104,534DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$258,113ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$151,092ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$71,362ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,998ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$491,565TotalExcessDistributionCyovAmt
Qualifying Distributions$179,326QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$104,534AppliedToCurrentYearAmt
Remaining Distri From Corpus$74,792RemainingDistriFromCorpusAmt
Total Corpus$566,357TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$258,113ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$308,244ExcessDistriCyovToNextYrAmt
Excess From Year4$151,092ExcessFromYear4Amt
Excess From Year3$71,362ExcessFromYear3Amt
Excess From Year2$10,998ExcessFromYear2Amt
Excess From Current Year$74,792ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonLYNN GETTENBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1388 KENRIDGE ROADAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5122955350RecipientPhoneNum
Form And Info And MaterialsLETTERS OF RECOMMENDATIONS AND DESCRIPTIONS OF ACTIVITIESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
CHARITABLE RECPIENTS 1500 OR LESS
456A CENTRAL AVENUECEDARHURSTNY11559UNRELATEDAID TO NEEDY$22,926
VAAD HARABONIM LINYANEI TZEDAKA
221 Regent DriveLAKEWOODNJ08701UNRELATEDAID TO NEEDY$25,000
CONG AHAVAS TZEDEKA VCHESSED
1347 42ND STBROOKLYNNY11219UNRELATEDAID TO NEEDY$20,000
CONG CHINO V CHISDA
535 Dahill RoadBROOKLYNNY11218UNRELATEDAID TO NEEDY$20,000
CONG PAILE YOETZ
365 WILLOUGHBY AVE STE 400BROOKLYNNY11205UNRELATEDAID TO NEEDY$15,000
AM FRIENDS OF RAMBAM
420 Lexington AveNEW YORKNY10170UNRELATEDAID TO NEEDY$30,000
PRESS FOUNDATION
1720 57th StBROOKLYNNY11204UNRELATEDAID TO NEEDY$10,000
YOUNG ISRAEL OF LAWRENCE CEDARHURST
8 SPRUCE STREETCEDARHURSTNY11516UNRELATEDRELIGIOUS$5,500
CKI RABBIS SPECIAL FUND
728 Empire AveFar RockawayNY11691UNRELATEDAID TO NEEDY$5,000
CONGREGATION NECHLAS SHMUEL
728 Empire AveFAR ROCKAWAYNY11691UNRELATEDRELIGIOUS ORGANIZATION$5,000
Jgive-Friends of Asor Fund USA Inc
UNRELATEDAID TO NEEDY$10,00024 HEBRON ROADJERUSALEMJERUSALEMIS9354212
CHABAD OF ESCONDIDO
2300 LOMICA PLESCONDIDOCA92029UNRELATEDAID TO NEEDY$2,500
Mesivta Yeshiva Rabbi Chaim Berlin
1585 CONEY ISLAND AVEBROOKLYNNY11230UNRELATEDEDUCATIONAL$8,400
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,326TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$5,434RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,386RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$56,540RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84,353RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 AB PRIVATE CREDITDesc

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$156,713RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$156,713TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GOTLIEB FAMILY TRUST
1388 KENRIDGE ROADLAWRENCENY11559$50,000Yes (X)
THE DISKIN TRUST
2388 KENRIDGE ROADLAWRENCENY11559$50,000Yes (X)
NEVE SHAANAN IRREVOCABLE TRUST
3388 KENRIDGE ROADLAWRENCENY11559$50,000Yes (X)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT - AB PRIVATE CREDITAT COST$409,712$409,712
AT COST$1,013,982$637,069

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPRIOR PERIOD ADJUSTMENTDesc
Amt$7,253Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOther Investment IncomeDesc
Revenue And Expenses Per Books$56,540RevenueAndExpensesPerBooksAmt
Net Investment Income$56,540NetInvestmentIncomeAmt
Adjusted Net Income$56,540AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
Amt$2,295Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFED W/HCategoryTxt
Amt$555Amt

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