HARRY AND FLORENCE SLOAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HARRY AND FLORENCE SLOAN FOUNDATION (EIN 95-4256339)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349107168
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:31:59-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954649521 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELONI HRIBAL TRATNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954256339 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HARRY AND FLORENCE SLOAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MELONI HRIBAL TRATNER LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 8185873730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HARRY SLOAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 8185873730 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HARRY | PersonFirstNm |
| Person Last | SLOAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOIE STANFIELD | PreparerPersonNm |
| PTIN | P01388306 | PTIN |
| Phone | 8185873730 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,290,328 | 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 | $19,767 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,600 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,416 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,416 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$161,992 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,803,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$101,209 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,016 | 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 |
| Accounting Fees Rev And Expnss | $18,899 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,339 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,702 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,702 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $405 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,018 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,024 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,046 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,888,963 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,888,963 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,931,987 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,046 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,888,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,033,196 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,970 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $253,173 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $223,566 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $223,566 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,125,600 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,066,762 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,129,189 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,382,362 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,349,166 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,290,328 | 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 | $4,382,362 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,349,166 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,382,362 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,349,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,382,362 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,349,166 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,382,362 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,033,196 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,349,166 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,349,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-08-11 | 2022-01-14 | $1,587,810 | $1,836,616 | -$248,806 | -$248,806 |
| PUBLICLY TRADED SECURITIES | P | 2022-01-26 | 2022-12-31 | $4,215,705 | $4,129,189 | $86,516 | $86,516 |
| CAPITAL GAINS DIVIDENDS | P | $298 | $298 | $298 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$161,992 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $166 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $166 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,737 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,737 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,571 | OverpaymentAmt |
| Applied To ES Tax | $11,571 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | MELONI HRIBAL TRATNER LLP | IndividualWithBooksNm |
| Phone | 8185873730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD ST 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HARRY E SLOAN | ||||||||
| 21600 OXNARD ST SUITE 500 | WOODLAND HILLS | CA | 91367 | PRESIDENT/CFO | 1.00 | $0 | $0 | $0 |
| FLORENCE SLOAN | ||||||||
| 21600 OXNARD ST SUITE 500 | WOODLAND HILLS | CA | 91367 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $2,352,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,228,581 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,581,574 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,581,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,724 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,527,850 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $176,393 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $176,393 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $166 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $166 | TotalTaxAmt |
| Distributable Before Adj | $176,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $176,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $176,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,888,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,888,963 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $920,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $662,073 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $757,570 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $694,371 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,812,109 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,846,319 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,888,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,712,736 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,559,055 | 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 | $920,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,638,859 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $662,073 | ExcessFromYear4Amt |
| Excess From Year3 | $757,570 | ExcessFromYear3Amt |
| Excess From Year2 | $694,371 | ExcessFromYear2Amt |
| Excess From Year1 | $1,812,109 | ExcessFromYear1Amt |
| Excess From Current Year | $1,712,736 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | HARRY E SLOAN | ContributingManagerNm |
| Contributing Manager | FLORENCE SLOAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATES OF THE NATIONAL THEATRE | ||||||
| 600 FIFTH AVENUE 2ND FLOOR | NEW YORK | NY | 10020 | PC | ART & EDUCATIONAL SUPPORT | $9,560 |
| ASPEN INSTITUTE | ||||||
| 2300 N STREET NW SUITE 700 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $10,000 |
| BABY2BABY | ||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | PC | YOUTH SUPPORT | $10,000 |
| CONSTITUTIONAL RIGHTS FOUNDATION | ||||||
| 601 SOUTH KINGSLEY DRIVE | LOS ANGELES | CA | 90005 | PC | YOUTH SUPPORT | $2,500 |
| CORO SOUTHERN CALIFORNIA | ||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | PC | EDUCATIONAL SUPPORT | $13,800 |
| DC VOLUNTEER LAWYERS PROJECT | ||||||
| 5335 WISCONSIN AVENUE NW STE 440 | WASHINGTON | DC | 20015 | PC | HUMAN RIGHTS PROTECTION | $5,000 |
| FEEDING AMERICA | ||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | PC | PROVIDE FOOD TO PEOPLE IN NEED | $1,000 |
| FELTHEIMER FAMILY FOUNDATION | ||||||
| 269 S BEVERLY DRIVE SUITE 338 | BEVERLY HILLS | CA | 90212 | PC | UKRAINIAN SUPPORT | $5,000 |
| HUMAN RIGHTS WATCH | ||||||
| 11500 W OLYMPIC BLVD SUITE 608 | LOS ANGELES | CA | 90064 | PC | HUMAN RIGHTS PROTECTION | $5,000 |
| JEWISH GRADUATE STUDENT INITIATIVE | ||||||
| 9315 ALCOTT STREET SUITE 201 | LOS ANGELES | CA | 90035 | PC | EDUCATIONAL SUPPORT | $50,000 |
| KEEP BEL AIR BEAUTIFUL | ||||||
| 100 BEL AIR ROAD | LOS ANGELES | CA | 90077 | PC | GENERAL SUPPORT | $10,000 |
| LILLY AWARDS FOUNDATION | ||||||
| 1501 BROADWAY STE 701 | NEW YORK | NY | 10036 | PC | ART & EDUCATIONAL SUPPORT | $2,500 |
| LILLY AWARDS FOUNDATION | ||||||
| 1501 BROADWAY STE 701 | NEW YORK | NY | 10036 | PC | ART AND EDUCATIONAL SUPPORT | $2,500 |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $14,120 |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $9,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $75,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BOULEVARD | LOS ANGELES | CA | 90036 | PC | ART & EDUCATIONAL SUPPORT | $100,000 |
| LOS ANGELES POLICE FOUNDATION | ||||||
| 633 W 5TH STREET SUITE 960 | LOS ANGELES | CA | 90071 | PC | GENERAL SUPPORT | $10,000 |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | PC | EDUCATIONAL SUPPORT | $2,500 |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||
| 1 LMU DRIVE | LOS ANGELES | CA | 90045 | PC | EDUCATIONAL SUPPORT | $2,000 |
| MATTHEW SILVERMAN MEMORIAL FOUNDATION | ||||||
| 324 S BEVERLY DR 411 | BEVERLY HILLS | CA | 90212 | PC | YOUTH SUPPORT | $10,000 |
| NATE EDUCATIONAL FOUNDATION INC | ||||||
| 3940 LAUREL CANYON BLVD SUITE 324 | STUDIO CITY | CA | 91604 | PC | EDUCATIONAL SUPPORT | $5,500 |
| PACIFIC COUNCIL ON INTERNATIONAL POLICY | ||||||
| 725 S FIGUEROA ST SUITE 450 | LOS ANGELES | CA | 90017 | PC | GENERAL SUPPORT | $23,600 |
| PBS SOCAL AND KCET | ||||||
| PO BOX 33816 | LOS ANGELES | CA | 90033 | PC | GENERAL SUPPORT | $180 |
| PEOPLE FOR THE AMERICAN WAY FOUNDATION | ||||||
| 1101 15TH STREET NW SUITE 600 | WASHINGTON | DC | 20005 | PC | HUMAN RIGHTS PROTECTION | $5,000 |
| RED CROSS | ||||||
| PO BOX 37839 | BOONE | IA | 50037 | PC | GENERAL SUPPORT | $500 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | PC | HUMAN RIGHTS PROTECTION | $25,000 |
| SOLOMON R GUGGENHEIM MUSEUM | ||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | PC | GENERAL SUPPORT | $18,928 |
| SUNDANCE INSTITUTE | ||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | PC | ART & EDUCATIONAL SUPPORT | $25,000 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $8,700 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $175,000 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | MEDICAL & RESEARCH SUPPORT | $8,700 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $500,000 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | GENERAL & EDUCATIONAL SUPPORT | $10,000 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | EDUCATIONAL SUPPORT | $2,500 |
| THE UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BOULEVARD SUITE 1000 | LOS ANGELES | CA | 90024 | PC | EDUCATIONAL SUPPORT | $2,500 |
| UKRAINE SOVEREIGNTY FUND | ||||||
| 4129 FLORENCE WAY | GLENVIEW | IL | 60025 | PC | UKRAINIAN SUPPORT | $1,030 |
| UKRAINE SOVEREIGNTY FUND | ||||||
| 4129 FLORENCE WAY | GLENVIEW | IL | 60025 | PC | UKRAINIAN SUPPORT | $1,545 |
| USC UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| 635 CHILDS WAY | LOS ANGELES | CA | 90089 | PC | GENERAL & EDUCATIONAL SUPPORT | $500,000 |
| USC UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||
| UNIVERSITY GARDENS UGB203 | LOS ANGELES | CA | 90089 | PC | GENERAL & EDUCATIONAL SUPPORT | $200,000 |
| VISIONARY WOMEN | ||||||
| 9663 SANTA MONICA BLVD NO 851 | BEVERLY HILLS | CA | 90210 | PC | GENERAL SUPPORT | $1,000 |
| WOMEN'S GUILD CEDARS-SINAI MEDICAL CENTER | ||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILLS | CA | 90210 | PC | MEDICAL & RESEARCH SUPPORT | $2,000 |
| WOMEN'S GUILD CEDARS-SINAI MEDICAL CENTER | ||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILLS | CA | 90210 | PC | MEDICAL & RESEARCH SUPPORT | $10,000 |
| WOMEN'S GUILD CEDARS-SINAI MEDICAL CENTER | ||||||
| 407 NORTH MAPLE DRIVE GROUND FLOOR | BEVERLY HILLS | CA | 90210 | PC | MEDICAL & RESEARCH SUPPORT | $1,800 |
| WOMEN'S INTERNATIONAL ZIONIST ORGANIZATION | ||||||
| 369 S DOHENY DRIVE | BEVERLY HILLS | CA | 90211 | PC | HUMAN RIGHTS PROTECTION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,888,963 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,600 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,416 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$161,992 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$120,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$120,976 | 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 Person | HARRY E AND FLORENCE L SLOAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21600 OXNARD STREET SUITE 500 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $19,767 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,899 | Amt |
| Net Investment Income | $11,339 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (122 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $18,514 | $19,652 |
| ACCENTURE PLC IRELAND SHARES CLASS A | $24,431 | $22,681 |
| ADOBE SYSTEMS INC | $25,533 | $26,249 |
| AIRBNB INC CL A | $16,432 | $13,937 |
| ALIGN TECH INC | $3,485 | $3,796 |
| ALLEGION PLC | $6,717 | $6,000 |
| ALPHABET INC NON VOTING CAP STK CL C | $34,943 | $33,096 |
| AMAZON COM INC | $45,206 | $39,480 |
| AMERICAN ELECTRIC POWER INC | $21,605 | $23,358 |
| AMERICAN EXPRESS COMPANY | $6,608 | $6,058 |
| AMGEN INC | $24,623 | $28,102 |
| ANSYS INC | $7,733 | $6,765 |
| AON PLC SHS CL A | $9,668 | $9,905 |
| ASPEN TECHNOLOGY INC NEW | $4,653 | $5,135 |
| AUTODESK INC | $20,121 | $17,005 |
| AUTOMATIC DATA PROCESSING | $34,618 | $40,367 |
| BANK NEW YORK MELLON CORP | $32,474 | $24,990 |
| BANK OF AMERICA CORP | $24,048 | $18,415 |
| BENTLEY SYSTEMS INC CL B | $9,396 | $8,427 |
| BERKLEY W R CORPORATION | $10,413 | $12,555 |
| BLACKROCK INC | $28,481 | $28,345 |
| BOSTON SCIENTIFIC CORP | $5,847 | $6,432 |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL | $7,138 | $3,975 |
| CHARLES RIVER LABORATORIES | $11,904 | $8,498 |
| CHEMED CORP | $5,721 | $6,125 |
| CHEVRON CORPORATION | $21,506 | $27,821 |
| CHUBB LTD | $7,479 | $8,383 |
| CIGNA CORP NEW | $10,281 | $11,597 |
| CISCO SYSTEMS INC | $27,134 | $23,677 |
| COMCAST CORP NEW CL A | $46,144 | $35,005 |
| CONOCOPHILLIPS | $8,915 | $9,204 |
| COOPER COS INC NEW | $11,383 | $9,920 |
| COPART INC | $8,363 | $8,159 |
| DIAGEO PLC SPONSORED ADR NEW | $5,025 | $4,989 |
| DIGITAL REALTY TRUST INC | $16,792 | $13,035 |
| DOCUSIGN INC | $5,028 | $6,207 |
| DOLBY LABORATORIES INC CL A | $6,972 | $6,490 |
| DOMINION ENERGY INC | $7,468 | $5,948 |
| DOVER CORP COMMON | $29,597 | $24,509 |
| DUKE ENERGY CORP COM NEW | $8,633 | $8,033 |
| DUPONT DE NEMOURS INC | $4,633 | $4,186 |
| EATON CORP PLC | $4,855 | $5,179 |
| EQUIFAX INC | $7,783 | $6,803 |
| EXPONENT INC | $7,983 | $8,026 |
| FAIR ISAAC INC | $4,813 | $5,986 |
| GARTNER INC NEW | $13,470 | $13,446 |
| GENL DYNAMICS CORP | $38,866 | $43,667 |
| GENUINE PARTS CO COM | $25,782 | $34,528 |
| GILEAD SCIENCES INC | $23,971 | $33,224 |
| GLOBUS MEDICAL INC NEW CLASS A | $7,451 | $8,021 |
| HOME DEPOT INC | $18,700 | $17,372 |
| HONEYWELL INTERNATIONAL INC | $8,281 | $9,215 |
| ILLINOIS TOOL WORKS INC | $39,010 | $39,213 |
| ILLUMINA INC | $15,677 | $13,345 |
| INTERACTIVE BROKERS GRP | $7,411 | $7,669 |
| INTERNATIONAL BUSINESS MACHINE CORP | $13,114 | $14,230 |
| INTUIT INC | $30,298 | $22,964 |
| JACK HENRY & ASSOC INC | $5,556 | $5,618 |
| JOHNSON & JOHNSON | $43,116 | $45,752 |
| JOHNSON CTLS INTL PLC | $7,399 | $7,104 |
| JPMORGAN CHASE & CO | $44,429 | $40,096 |
| KIMBERLY-CLARK CORP | $15,949 | $16,426 |
| KKR & CO INC | $4,726 | $4,178 |
| KLA CORP | $3,469 | $3,770 |
| LCI INDUSTRIES | $2,180 | $1,757 |
| LENNOX INTERNATIONAL | $6,527 | $5,742 |
| LOCKHEED MARTIN CORP | $40,273 | $48,649 |
| LOWES COMPANIES INC | $6,830 | $6,575 |
| LPL FINANCIAL HOLDINGS INC | $7,678 | $8,863 |
| M & T BANK CORP | $29,398 | $24,370 |
| MARRIOTT INTL INC NEW CL A | $5,395 | $4,913 |
| MARSH AND MC LENNAN COMPANIES INC | $30,856 | $31,607 |
| MASTERCARD INC CL A | $21,857 | $22,602 |
| MCDONALDS CORP | $40,014 | $41,901 |
| MCKESSON CORPORATION | $6,313 | $8,628 |
| MERCK & CO INC NEW | $38,953 | $54,033 |
| MICROSOFT CORP | $116,505 | $98,086 |
| MORGAN STANLEY & CO | $10,566 | $9,182 |
| NASDAQ INC | $5,861 | $5,644 |
| NESTLE S A REG ADR | $8,342 | $8,189 |
| NETFLIX.COM INC | $25,820 | $28,014 |
| NEXTERA ENERGY INC | $31,506 | $34,610 |
| NIKE INC CLASS B | $8,749 | $10,414 |
| NORDSON CORP | $9,421 | $9,747 |
| NORTHROP GRUMMAN CORP NEW | $8,728 | $9,821 |
| NXP SEMICONDUCTORS NV | $6,888 | $6,479 |
| P P G INDUSTRIES INC | $6,009 | $5,784 |
| PAYPAL HOLDINGS INC | $13,534 | $11,253 |
| PEPSICO INCORPORATED | $30,945 | $33,603 |
| PFIZER INCORPORATED | $7,983 | $8,557 |
| PHILLIPS 66 | $30,415 | $36,116 |
| PIONEER NAT RES CO | $6,205 | $5,710 |
| PNC FINANCIAL SERVICES GROUP | $4,148 | $3,949 |
| POOL CORP | $12,552 | $8,768 |
| PROCTER & GAMBLE CO | $30,935 | $30,009 |
| PROGRESSIVE CORP OHIO | $9,809 | $9,858 |
| PROLOGIS INC | $5,760 | $5,749 |
| ROLLINS INC | $4,404 | $5,079 |
| SALESFORCE INC | $22,186 | $19,093 |
| SCOTTS MIRACLE-GRO CO CLASS A | $9,988 | $3,547 |
| SERVICENOW INC | $22,034 | $21,355 |
| SHERWIN WILLIAMS CO | $3,638 | $3,560 |
| SITEONE LANDSCAPE SUPPLY INC | $9,558 | $6,453 |
| SOUTHERN COMPANY | $9,655 | $8,641 |
| STARBUCKS CORP | $28,127 | $29,363 |
| TARGET CORP | $28,658 | $20,418 |
| TELEDYNE TECHNOLOGIES IN | $7,396 | $6,399 |
| TERADYNE INCORPORATED | $9,430 | $6,988 |
| TEXAS INSTRUMENTS INC | $9,516 | $9,252 |
| THERMO FISHER SCIENTIFIC INC | $23,159 | $23,129 |
| THOR INDUSTRIES | $5,150 | $4,680 |
| UNION PACIFIC CORP | $11,012 | $9,939 |
| UNITED PARCEL SERVICE-B | $35,724 | $28,857 |
| UNITEDHEALTH GROUP INC | $44,389 | $46,126 |
| US BANCORP NEW | $28,079 | $21,238 |
| VISA INC CLASS A | $20,909 | $21,192 |
| WALGREENS BOOTS ALLIANCE INC | $24,442 | $19,614 |
| WASTE MGMT INC DEL | $29,646 | $31,690 |
| WATSCO INC | $6,444 | $5,487 |
| XCEL ENERGY INC | $24,404 | $24,819 |
| ZEBRA TECHNOLOGIES CORP CL A | $12,276 | $7,180 |
| ZOETIS INC CLASS A | $10,647 | $11,138 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $338 | $0 | $0 |
| MEALS | $5,680 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNT MANAGEMENT FEES | CategoryTxt |
| Amt | $17,702 | Amt |
| Net Investment Income | $17,702 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $5 | $5 | $0 |
| FILING FEE | $400 | $0 | $0 |
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