CHARLES & NANCY ROSENBLATT FAMILY: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CHARLES & NANCY ROSENBLATT FAMILY (EIN 47-4986366)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-06-06
IRS object ID
202331579349101258
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)
Return2023-06-06T11:51:17-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN591818353PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAUFMAN ROSSIN & CO PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12699 S BAYSHORE DRIVEAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33133ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN474986366EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CHARLES & NANCY ROSENBLATT FAMILYBusinessNameLine1Txt
Business Name Line2FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone5614828432PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line17624 REXFORD ROADAddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHARLES ROSENBLATTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5614828432PhoneNum
Signature2023-05-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHARLESPersonFirstNm
Person LastROSENBLATTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A STONE CPAPreparerPersonNm
PTINP00082700PTIN
Phone3058585600PhoneNum
Preparation2023-05-25PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
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$1,066,718FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$14,794DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,794DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,244NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,813GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,244CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$19,038TotalRevAndExpnssAmt
Total Net Invst Incm$19,038TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,500AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,073TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$477OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$352OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,050TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$352TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$2,500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,425ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,425ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$67,475TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$352TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$65,925TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$48,437ExcessRevenueOverExpensesAmt
Net Investment Income$18,686NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Other Assets BOY$1,387,261OtherAssetsBOYAmt
Other Assets EOY$1,066,368OtherAssetsEOYAmt
Other Assets EOYFMV$1,066,718OtherAssetsEOYFMVAmt
Total Assets BOY$1,387,261TotalAssetsBOYAmt
Total Assets EOY$1,066,368TotalAssetsEOYAmt
Total Assets EOYFMV$1,066,718TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,387,261RetainedEarningBOYAmt
Retained Earning EOY$1,066,368RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,387,261TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,066,368TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,387,261TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,066,368TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,387,261TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$48,437ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,338,824SubtotalAmt
Other Decreases$272,456OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,066,368TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BESSEMER TRUST COMPANY N.A #8M8813$500$569-$69-$69
CAPITAL GAINS DIVIDENDS$4,313$4,313$4,313P
FieldValueIRS element (for citing)
Capital Gain Net Income$4,244CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$260InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$260SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$260TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,080EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,080TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$820OverpaymentAmt
Applied To ES Tax$820AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHARLES ROSENBLATTIndividualWithBooksNm
Phone5614828432PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line120130 WATERS EDGE DRIVE UNIT 702AddressLine1Txt
CityBOCA RATONCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33434ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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 PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHARLES ROSENBLATT
7624 REXFORD ROADBOCA RATONFL33434PRESIDENT0.50$0$0$0
NANCY ROSENBLATT
7624 REXFORD ROADBOCA RATONFL33434SECRETARY0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,178,380AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,178,381TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,178,381AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,676CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,160,705NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,035MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,035MinimumInvestmentReturnAmt
Tax Based On Investment Income$260TaxBasedOnInvestmentIncomeAmt
Total Tax$260TotalTaxAmt
Distributable Before Adj$57,775DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$57,775DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$57,775DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$65,925ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$65,925QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$57,775DistributableAsAdjustedAmt
Undistributed Income PY$65,685UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$65,925QualifyingDistributionsAmt
Applied To Year1$65,685AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$240AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$57,535UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
APPALACHIAN STATE UNIVERSITY FOUNDATION INC
PO BOX 32064BOONENC28608N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
BOCA RATON REGIONAL HOSPITAL INC
800 MEADOWS ROADBOCA RATONFL33486N/AHOSPITALGENERAL OPERATIONS$15,000
BOCA WEST CHILDREN'S FOUNDATION
20583 BOCA WEST DRIVEBOCA RATONFL33434N/APUBLIC CHARITYGENERAL OPERATIONS$10,000
DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 850DURHAMNC27701N/ASCHOOLGENERAL OPERATIONS$10,000
EPILEPSY FOUNDATION
512 NE 3RD AVENUE 3RD FLOORFORT LAUDERDALEFL33301N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
FAMILIES OF AUTISTIC CHILDREN OF TIDEWATER INC
520 VIKING DRIVEVIRGINIA BEACHVA23452N/APUBLIC CHARITYGENERAL OPERATIONS$1,200
FRANKLIN & MARSHALL COLLEGE
PO BOX 3003LANCASTERPA17604N/ASCHOOLGENERAL OPERATIONS$1,000
JEWISH FEDERATION OF PALM BEACH COUNTY
1 HARVARD CIRCLE SUITE 100WEST PALM BEACHFL33409N/APUBLIC CHARITYGENERAL OPERATIONS$1,500
PLAY FOR PINK
28 WEST 44TH STREET SUITE 609NEW YORKNY10036N/APUBLIC CHARITYGENERAL OPERATIONS$625
SWEET DREAM MAKERS INC
55 NE 5TH AVENUE SUITE 400BOCA RATONFL33432N/APUBLIC CHARITYGENERAL OPERATIONS$7,500
TEMPLE ISRAEL
7255 GRANBY STREEETNORFOLKVA23505N/APUBLIC CHARITYGENERAL OPERATIONS$3,600
THE PAP CORPS CHAMPION FOR CANCER RESEARCH
1191 E NEWPORT CENTER DRIVE SUITEDEERFIELD BEACHFL33442N/APUBLIC CHARITYGENERAL OPERATIONS$1,000107
THE STUTTERING ASSOCIATION OF THE YOUNG
247 WEST 37TH STREET 5TH FLOORNEW YORKNY10018N/APUBLIC CHARITYGENERAL OPERATIONS$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,425TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,794ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$4,244ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$19,038ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,038TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryKAUFMAN ROSSIN - ACCOUNTING FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,500DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BESSEMER TRUST - INVESTMENTS$1,387,261$1,066,718$1,066,718
CASH OVERDRAFT-$350

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSESDesc
Amt$272,456Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$352$352$0
NATIONAL REGISTERED AGENCY$125$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX LIABILITY PAIDCategoryTxt
Amt$1,073Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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