ROBERT & LYNDA ALTMAN FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT & LYNDA ALTMAN FAMILY FOUNDATION (EIN 87-3339629)
- Tax period
- 2021-02-03 to 2021-12-31
- Filed
- 2023-06-14
- IRS object ID
- 202341659349101314
- Schema version
- 2021v4.2
- 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
- Cash Distribution Expln Stmt
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T15:26:00-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-02-03 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 873339629 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT & LYNDA ALTMAN FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 4437569469 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIANNE SCHMITT HELLAUER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4437569469 | PhoneNum |
| Signature | 2023-05-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARIANNE | PersonFirstNm |
| Person Last | SCHMITT HELLAUER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARC GOLDBERG | PreparerPersonNm |
| PTIN | P00140875 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2023-05-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Application Pending | Yes (X) | ApplicationPendingInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $226,805,685 | 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 | $224,793,016 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $801,322 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,192 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $316,164 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $628,100 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $316,164 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $427 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $225,910,929 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $549,356 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $111,561 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $111,561 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,045 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,045 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,382 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,382 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $120,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $120,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $120,988 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $120,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $225,789,941 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $428,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $54,532,110 | CashEOYAmt |
| Cash EOYFMV | $54,532,110 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $159,691,311 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $159,556,798 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $11,565,683 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,716,777 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $225,789,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $226,805,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $225,789,104 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $225,789,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $225,789,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $225,789,941 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $225,789,941 | SubtotalAmt |
| Other Decreases | $837 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $225,789,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| LONG TERM CAPITAL GAIN DISTRIBUTION | 2020-01-01 | 2021-12-31 | $343,368 | $343,368 | $343,368 | |
| SHORT TERM CAPITAL GAIN/(LOSS) | 2021-01-01 | 2021-12-31 | $284,732 | -$27,204 | -$27,204 | $311,936 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $316,164 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $40,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $130 | EsPenaltyAmt |
| Overpayment | $33,916 | OverpaymentAmt |
| Applied To ES Tax | $33,916 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CO DLA PIPER LLP | IndividualWithBooksNm |
| Phone | 4437569469 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JAMES ALTMAN | ||||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JESSICA ALTMAN | ||||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| LYNDA CARTER ALTMAN | ||||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JOHN EMERSON | ||||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | DISINTERESTED TRUSTEE | 0.25 | $0 | $0 | $0 |
| MARIANNE SCHMITT HELLAUER | ||||||||
| 6225 SMITH AVENUE | BALTIMORE | MD | 21209 | DISINTERESTED TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERSHING ADVISOR SOLUTIONS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PERSHING PLAZA | AddressLine1Txt |
| City | JERSEY CITY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07399 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $111,561 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $171,636,644 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,535,521 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $225,172,165 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $225,172,165 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,377,582 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $221,794,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,086,996 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,086,996 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,954 | TotalTaxAmt |
| Distributable Before Adj | $10,081,042 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,081,042 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,081,042 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $65,000,000 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $65,000,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,081,042 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $65,000,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,081,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,918,958 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $54,918,958 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $54,918,958 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $54,918,958 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801,322 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $316,164 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $427 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,117,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,117,913 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ROBERT A ALTMAN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6225 SMITH AVENUE | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $224,793,016 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | AMOUNTS SET ASIDE - CASH DISTRIBUTION TESTTHE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH TREAS. REG. SECTION 53.4942(A)-3(B)(7)(II): (A) THE ROBERT & LYNDA ALTMAN FAMILY FOUNDATION (THE "FOUNDATION") IS SETTING ASIDE FUNDS TO DEVELOP AN ENDOWMENT FUND FROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTED CHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISED CHARITABLE PROJECTS. (B) THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE WILL ACTUALLY BE PAID WITHIN A PERIOD OF TIME THAT ENDS NOT MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. (C) THE PROJECTS DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR OF THE FOUNDATION IN WHICH THE SET ASIDE IS MADE. (D) THE DISTRIBUTABLE AMOUNT DETERMINED UNDER IRC SECTION 4942(D) FOR PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:YEAR OF CREATION: 2021START-UP PERIOD DISTRIBUTABLE AMOUNT START-UP PERIOD MINIMUM DISTRIBUTION2022 N/A 20% 2023 N/A 40% 2024 N/A 60%2025 N/A 80% (E) AGGREGATE DISTRIBUTIONS FOR CHARITABLE PURPOSES DURING THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:START-UP PERIOD CASH DISTRIBUTIONSYEAR OF CREATION: 2021 $02022 N/A2023 N/A2024 N/A2025 N/ATOTAL $0 | ExplanationTxt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE FOUNDATION IS NOT REQUIRED TO BE REGISTERED WITH ANY STATE. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (165 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,931 SHS ABB LTD ZUERICH NAMEN AKT SHS ISIN#CH0012221716 | $61,115 | $73,976 |
| 548 SHS ABBOTT LABS COM | $66,581 | $77,126 |
| 569 SHS ACTIVISION BLIZZARD INC COM | $52,311 | $37,856 |
| 113 SHS ADIDAS AG ORD SHS ISIN#DE000A1EWWW0 | $37,734 | $32,534 |
| 14 SHS ADOBE SYS INC COM | $6,689 | $7,939 |
| 972 SHS AES CORP COM | $25,515 | $23,620 |
| 8,000 SHS AIA GROUP LTD HONG KONG SHS ISIN#HK0000069689 | $100,989 | $81,136 |
| 49 SHS AIR PRODS & CHEMS INC COM | $13,726 | $14,909 |
| 491 SHS AIRBUS SE BEARER SHS ISIN#NL0000235190 | $58,111 | $62,732 |
| 24 SHS ALPHABET INC CAP STK CL C | $48,959 | $69,446 |
| 24 SHS ALPHABET INC CL A | $48,682 | $69,529 |
| 12 SHS AMAZON COM INC COM | $37,402 | $40,012 |
| 2035 SHS AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS ISIN#US0236 | $28,341 | $42,959 |
| 56,257.319 SHS AMERICAN MUTUAL FUND CLASS F3 | $2,660,270 | $2,988,389 |
| 335 SHS AMETEK INC NEW COM | $40,618 | $49,258 |
| 52 SHS ANALOG DEVICES INC COM | $8,753 | $9,140 |
| 620 SHS ANHEUSER BUSCH INBEV SA NV SHS ISIN# BE0974293251 | $39,546 | $37,485 |
| 187 SHS AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 | $41,932 | $56,205 |
| 703 SHS APPLE INC COM | $86,169 | $124,832 |
| 3,300 SHS ASAHI KASEI CORP SHS ISIN#JP3111200006 | $41,339 | $30,982 |
| 244 SHS ASML HOLDING N V SHS ISIN#NL0010273215 | $138,569 | $196,076 |
| 799 SHS ASTRAZENECA PLC SHS ISIN#GB0009895292 | $81,258 | $92,564 |
| 5,603 SHS B&M EUROPEAN VALUE RETAIL SA REG SHS ISIN#LU1072616219 | $42,343 | $48,105 |
| 2,239 SHS BANCO BILBAO VIZCAYA ARGENTARIA SA SHARES ISIN#ES0113211835 | $11,894 | $13,366 |
| 76 SHS BEIGENE LTD SPONSORED ADR ISIN#US07725L1026 | $26,918 | $20,591 |
| 181 SHS BNP PARIBAS ORD SHS ISIN#FR0000131104 | $11,262 | $12,507 |
| 951 SHS BRITISH AMERICAN TOBACCO PLC ORD SHS ISIN#GB0002875804 | $37,400 | $35,203 |
| 241 SHS BROADCOM INC COM | $114,811 | $160,364 |
| 385 SHS CARLSBERGRNATIONAL ISIN#DK0010181759 | $61,261 | $66,496 |
| 381 SHS CARRIER GLOBAL CORP COM | $16,389 | $20,665 |
| 42 SHS CHARTER COMMUNICATIONS INC NEW CL A | $26,947 | $27,383 |
| 520 SHS CHEVRON CORP NEW COM | $54,308 | $61,022 |
| 493 SHS CIE FINANCIERE RICHEMONT AG ZUG NAMEN AKT ISIN#CH0210483332 | $49,509 | $74,112 |
| 1,570 SHS CITIZENS FINL GROUP INC COM | $68,022 | $74,183 |
| 143 SHS CME GROUP INC COM | $32,381 | $32,670 |
| 1,134 SHS COMCAST CORP NEW CL A | $63,769 | $57,074 |
| 242 SHS CONOCOPHILLIPS COM | $11,937 | $17,468 |
| 107 SHS COSTCO WHOLESALE CORP NEW COM | $35,684 | $60,744 |
| 180 SHS CROWN CASTLE INTL CORP NEW COM | $30,356 | $37,573 |
| 675 SHS CSX CORP COM | $21,037 | $25,380 |
| 175 SHS DANAHER CORP COM | $39,049 | $57,577 |
| 1,214 SHS DBS GROUP HLDGS LTD DBSH ISIN#SG1L01001701 | $25,549 | $29,418 |
| 496 SHS DIAGEO PLC ORD SHS ISIN#GB0002374006 | $20,805 | $27,109 |
| 402 SHS DISCOVER FINL SVCS COM | $37,833 | $46,455 |
| 121 SHS DKSH HOLDING AG ZUERICH NAMEN AKT ISIN#CH0126673539 | $9,440 | $10,001 |
| 1426 SHS DNB BANK ASA REGISTERED SHS ISIN#NO0010161896 | $30,058 | $32,674 |
| 75 SHS DOLLAR GEN CORP NEW COM | $16,393 | $17,687 |
| 74 SHS DSV A S SHS ISIN#DK0060079531 | $14,032 | $17,285 |
| 406 SHS DUN & BRADSTREET HLDGS INC COM | $7,743 | $8,319 |
| 123 SHS EDWARDS LIFESCIENCES CORP COM | $11,110 | $15,935 |
| 129 SHS ELECTRONIC ARTS INC COM | $17,037 | $17,015 |
| 40 SHS ELEVANCE HEALTH INC COM | $13,972 | $18,542 |
| 6,470 SHS ENEL SOCIETA PER AZIONI AZ ISIN#IT0003128367 | $63,912 | $51,838 |
| 2,828 SHS ENGIE ACT COM STK ISIN#FR0010208488 | $40,736 | $41,849 |
| 234 SHS EOG RES INC COM | $15,958 | $20,786 |
| 33 SHS EQUINIX INC COM PAR $0 001 | $22,038 | $27,913 |
| 329 SHS ESSILORLUXOTTICA SA ACT ISIN#FR0000121667 | $51,000 | $70,048 |
| 65 SHS EURONET WORLDWIDE INC COM | $9,471 | $7,746 |
| 534 SHS EVERTEC INC COM | $24,072 | $26,689 |
| 242 SHS EXELON CORP COM | $11,048 | $13,978 |
| 410 SHS FIDELITY NATL INFORMATION SVCS INC COM | $58,201 | $44,752 |
| 164 SHS FIRST REP BK SAN FRANCISCO CALIF NEW COM | $27,263 | $33,868 |
| 97 SHS FLUTTER ENTERTAINMENT PLC REGISTERED SHS ISIN#IE00BWT6H894 | $19,014 | $15,448 |
| 200 SHS FUJITSU LTD ORD SHS ISIN#JP3818000006 | $35,681 | $34,271 |
| 83 SHS GENERAL MLS INC COM | $5,091 | $5,593 |
| 74 SHS GENMAB A/S SHS ISIN#DK0010272202 | $24,861 | $29,760 |
| 408 SHS GILEAD SCIENCES INC COM | $26,615 | $29,625 |
| 3 SHS GIVAUDAN AG DUEBENDORF ACT NOM SHS ISIN#CH0010645932 | $11,559 | $15,780 |
| 650 SHS GODADDY INC CL A | $48,919 | $55,159 |
| 1,218 SHS GRIFOLS SA SHS A ISIN#ES0171996087 | $31,476 | $23,372 |
| 750 SHS GROUP DANONE SHS ISIN#FR0000120644 | $53,104 | $46,556 |
| 500 SHS HAMAMATSU PHOTONICS KK SHS ISIN#JP3771800004 | $30,672 | $31,874 |
| 217 SHS HDFC BK LTD ADR REPSTG 3 SHS | $16,838 | $14,120 |
| 73 SHS HEICO CORP NEW CL A | $8,464 | $9,382 |
| 67 SHS HEICO CORP NEW COM | $8,376 | $9,663 |
| 129 SHS HENRY JACK & ASSOC INC COM | $19,344 | $21,542 |
| 19 SHS HERMES INTL S A SHS ISIN#FR0000052292 | $21,365 | $33,185 |
| 451 SHS HILTON WORLDWIDE HLDGS INC COM NEW | $55,815 | $70,351 |
| 225 SHS HONEYWELL INTL INC COM | $47,461 | $46,915 |
| 1,415 SHS IBERDROLA SA BILBAO SHS ISIN#ES0144580Y14 | $18,152 | $16,750 |
| 1,627 SHS INDUSTRIA DE DISENO TEXTIL INDITES SA SHS NEW ISIN#ES0148396007 | $53,497 | $52,782 |
| 358 SHS INTEL CORP COM | $23,476 | $18,437 |
| 400 SHS INTERCONTINENTAL EXCHANGE INC COM | $47,167 | $54,708 |
| 12,868 SHS INTESA SANPAOLO SPA SHS ISIN#IT0000072618 | $35,296 | $33,274 |
| 254 SHS ITT INC COM | $25,519 | $25,956 |
| 200 SHS JARDINE MATHESON HOLDINGS LTD SHS ISIN#BMG507361001 | $12,943 | $10,750 |
| 115 SHS JOHNSON & JOHNSON COM | $18,386 | $19,673 |
| 488 SHS JPMORGAN CHASE & CO COM | $74,247 | $77,275 |
| 85 SHS KERING SA SHS ISIN#FR0000121485 | $58,958 | $68,324 |
| 100 SHS KEYENCE CORPED SHS ISIN#JP3236200006 | $46,773 | $62,775 |
| 178 SHS KLA CORP COM | $53,948 | $76,560 |
| 8,302 SHS KONINKLIJKE KPN NV SHS ISIN#NL0000009082 | $28,654 | $25,772 |
| 244 SHS KONINKLIJKE PHILIPS N V ISIN#US5004723038 | $14,010 | $8,991 |
| 280 SHS KULICKE & SOFFA INDS INC COM | $14,741 | $16,951 |
| 159 SHS L'AIR LIQUIDE CO LTD SHS ISIN#FR0000120073 | $26,606 | $27,720 |
| 126 SHS LEAR CORP COM NEW | $21,922 | $23,052 |
| 55 SHS LIGHTSPEED COMM INC SUB VTG SHS ISIN#CA53229C1077 | $5,039 | $2,224 |
| 194 SHS LILLY ELI & CO COM | $35,984 | $53,587 |
| 2,549 SHS LINK REAL ESTATE INVESTMENT TRUST UNITS ISIN#HK0823032773 | $23,054 | $22,446 |
| 485 SHS LONDON STOCK EXCH GROUP PLC LONDON ISIN#GB00B0SWJX34 | $48,967 | $45,515 |
| 114 SHS LOREAL SHS ISIN# FR0000120321 | $43,804 | $54,049 |
| 60 SHS LOWES COS INC COM | $12,082 | $15,509 |
| 21 SHS LVMH (MOET HENNESSY LOUIS VUITTON) ORD ISIN#FR0000121014 | $14,257 | $17,360 |
| 159 SHS MARSH & MCLENNAN COS INC COM | $25,268 | $27,637 |
| 14 SHS MERCADOLIBRE INC COM | $16,633 | $18,878 |
| 229 SHS MERCK & CO INC NEW COM | $16,720 | $17,551 |
| 131 SHS META PLATFORMS INC CL A | $40,518 | $44,062 |
| 392 SHS MICROSOFT CORP COM | $92,512 | $131,837 |
| 85 SHS MKS INSTRS INC COM | $12,778 | $14,804 |
| 147 SHS MOODYS CORP COM | $42,765 | $57,415 |
| 46 SHS MSCI INC COM | $19,173 | $28,184 |
| 442 SHS NESTLE SA CHAM ET VEVEY SHS COM NEW ISIN#CH0038863350 | $49,210 | $61,831 |
| 39 SHS NETFLIX INC COM | $21,787 | $23,495 |
| 6,780.974 SHS NEW WORLD FUND CLASS F3 | $602,021 | $583,299 |
| 20 SHS NICE SYSTEMS LTD SPONS ADR | $5,855 | $6,072 |
| 94 SHS NIKE INC CL B | $12,951 | $15,667 |
| 2,112 SHS NOKIA OYJ SHS ISIN#FI0009000681 | $12,301 | $13,386 |
| 130 SHS NORFOLK SOUTHN CORP COM | $34,022 | $38,702 |
| 119 SHS NORTHROP GRUMMAN CORP COM | $37,089 | $46,061 |
| 1,078 SHS NOVO NORDISK AS VORMALS NOVO INDUSTRI AS ALMINDELIG AKTIE ISIN#DK0 | $76,542 | $121,158 |
| 100 SHS OBIC CO LTD TOKYO SHS ISIN#JP3173400007 | $18,238 | $18,760 |
| 48 SHS ORSTED A S SHS ISIN#DK0060094928 | $7,377 | $6,130 |
| 649 SHS PHILIP MORRIS INTL INC COM | $57,914 | $61,655 |
| 772 SHS RECKITT BENCKISER GROUP PLC SLOUGH SHS ISIN#GB00B24CGK77 | $69,256 | $66,302 |
| 310 SHS RELX PLC SHS ISIN#GB00B2B0DG97 | $7,669 | $10,084 |
| 579 SHS ROYAL CARIBBEAN GROUP ISIN#LR0008862868 | $51,946 | $44,525 |
| 822 SHS ROYAL PHILIPS NV SHS ISIN#NL0000009538 | $46,790 | $30,625 |
| 347 SHS RYANAIR HLDGS PLC SPONSORED ADR NEW | $38,577 | $35,509 |
| 37 SHS S&P GLOBAL INC COM | $13,988 | $17,461 |
| 561 SHS SAFRAN SA PARIS SHS ISIN#FR0000073272 | $85,738 | $68,678 |
| 29 SHS SAMSUNG ELECTRS LTD NON-VTG PFD GDR SHS 144A ISIN#US7960502018 | $47,506 | $43,674 |
| 426 SHS SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER DATENVERARBEI TUNG ORD IS | $52,733 | $60,502 |
| 26 SHS SARTORIUS AG VORZ AKT OHNE STIMMRECHT ISIN#DE0007165631 | $13,783 | $17,597 |
| 375 SHS SEAGEN INC COM | $55,570 | $57,975 |
| 70 SHS SEMPRA COM | $8,935 | $9,260 |
| 20 SHS SERVICENOW INC COM | $9,660 | $12,982 |
| 300 SHS SHIN ETSU CHEMICAL CO SHS ISIN#JP3371200001 | $50,996 | $51,902 |
| 100 SHS SHIONOGI & CO LTD SHS ISIN#JP3347200002 | $6,178 | $7,057 |
| 200 SHS SHISEIDO CO LTD ORD SHS ISIN#JP3351600006 | $14,314 | $11,141 |
| 100 SHS SMC CORP SHS ISIN#JP3162600005 | $58,876 | $67,387 |
| 234 SHS STATE STR CORP COM | $19,188 | $21,762 |
| 119 SHS STMICROELECTRONICS NV SHS ISIN#NL0000226223 | $4,990 | $5,921 |
| 3 SHS STRAUMANN HOLDING AG WALDENBURG NAMEN AKT F/S EFF 04/20/22 1 OLD/ 10 C | $6,028 | $6,379 |
| 1,353 SHS TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 | $158,336 | $162,779 |
| 701 SHS TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076 | $31,902 | $32,652 |
| 700 SHS TENCENT HLDGS LTD SHS PAR HKD 0.00002 ISIN#KYG875721634 | $58,173 | $41,015 |
| 57 SHS TEXAS INSTRS INC COM | $10,540 | $10,743 |
| 105 SHS TFI INTERNATIONAL INC REGISTERED SHS ISIN#CA87241L1094 | $11,830 | $11,794 |
| 39,959.725 SHS THE GROWTH FUND OF AMERICA CLASS F3 | $2,762,215 | $2,969,008 |
| 680 SHS TOTALENERGIES SE SHS ISIN#FR0000120271 | $32,619 | $34,509 |
| 32 SHS TRANSDIGM GROUP INC COM | $19,126 | $20,361 |
| 233 SHS TRIMBLE INC COM | $17,380 | $20,315 |
| 176 SHS TRUIST FINL CORP COM | $9,806 | $10,305 |
| 2,309 SHS UBS GROUP AG SHS ISIN#CH0244767585 | $36,471 | $41,262 |
| 245 SHS UNILEVER PLC SHS ISIN#GB00B10RZP78 | $13,678 | $13,090 |
| 231 SHS UNITEDHEALTH GROUP INC COM | $84,623 | $115,994 |
| 208 SHS V F CORP COM | $16,469 | $15,230 |
| 2,113 SHS VALE S A ADR ISIN#US91912E1055 | $35,423 | $29,624 |
| 91 SHS VERISIGN INC COM | $19,447 | $23,098 |
| 37 SHS VERTEX PHARMACEUTICALS INC COM | $8,084 | $8,125 |
| 436 SHS VISA INC COM CL A | $91,598 | $94,486 |
| 88 SHS WESTERN ALLIANCE BANCORPORATION COM | $8,416 | $9,473 |
| 104 SHS WOLFSPEED INC COM | $10,585 | $11,624 |
| 134 SHS YUM BRANDS INC COM | $15,655 | $18,607 |
| 120 SHS ZIMMER BIOMET HLDGS INC COM | $19,218 | $15,245 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $159,691,311 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $159,556,798 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WASH SALE ADJUSTMENT ON SALE OF INVESTMENTS | Desc |
| Amt | $837 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN CURRENCY LOSS | Desc |
| Revenue And Expenses Per Books | $1,382 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,382 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $427 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $427 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $111,561 | Amt |
| Net Investment Income | $111,561 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ROBERT A ALTMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $8,045 | Amt |
| Net Investment Income | $8,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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