STEPHANIE AND LAWRENCE FLINN JR CHARITABLE TRUST: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- STEPHANIE AND LAWRENCE FLINN JR CHARITABLE TRUST (EIN 26-6135172)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-13
- IRS object ID
- 202343179349101759
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-13T10:54:33-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 266135172 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE & LAWRENCE FLINN JRCHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEP | BusinessNameControlTxt |
| Phone | 9144176960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 THEODORE FREMD AVENUE STE C-20 | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE FLINN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9144176960 | PhoneNum |
| Signature | 2023-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | FLINN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | 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 | STEPHANIE HINES | PreparerPersonNm |
| PTIN | P00191243 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | 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 | $41,008,721 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $60,516 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,515 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $461,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $460,533 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$683,917 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $827,545 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $282,534 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $303,704 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $121,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $824,752 | 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 |
| Interest Rev And Expnss | $54,752 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $54,752 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $32,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,207 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $261,597 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $260,984 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $98 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $348,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $347,943 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,412,292 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,412,292 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,760,848 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $347,943 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,412,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,639,725 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $476,809 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $278,798 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,187,239 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,187,239 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $37,729,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,184,143 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,821,482 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $38,008,610 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,371,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,008,721 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $19,930,060 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,930,060 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $18,078,550 | RetainedEarningBOYAmt |
| Retained Earning EOY | $15,441,322 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,008,610 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $35,371,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,008,610 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $35,371,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,008,610 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,639,725 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,497 | OtherIncreasesAmt |
| Subtotal | $35,371,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $35,371,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|---|---|
| SHORT-TERM CAPITAL GAIN (LOSS) THRU K-1 | P | 2022-01-01 | 2022-12-31 | $1,486,162 | -$1,486,162 | -$1,486,162 | |
| LONG-TERM CAPITAL GAIN (LOSS) THRU K-1 | P | 2021-01-01 | 2022-12-31 | $816,680 | $816,680 | $816,680 | |
| SHORT-TERM CAPITAL GAIN (LOSS) THRU K-1 - UBTI | P | 2022-01-01 | 2022-12-31 | $0 | $0 | ||
| LONG-TERM CAPITAL GAIN (LOSS) THRU K-1 - UBTI | P | 2021-01-01 | 2022-12-31 | $523 | $0 | $0 | $523 |
| SHORT-TERM SEC. 1256 CAPITAL GAIN THRU K-1 | P | 2022-01-01 | 2022-12-31 | $4,122 | $4,122 | $4,122 | |
| LONG-TERM SEC. 1256 CAPITAL GAIN THRU K-1 | P | 2021-01-01 | 2022-12-31 | $6,184 | $6,184 | $6,184 | |
| SECTION 1231 GAIN THRU K-1 | P | 2021-01-01 | 2022-12-31 | $36 | $36 | $36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$659,140 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,628 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,628 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $45,702 | 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 | $45,702 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $39,074 | OverpaymentAmt |
| Applied To ES Tax | $39,074 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIVET CAPITAL LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9144176960 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 THEODORE FREMD AVE | AddressLine1Txt |
| City | RYE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10580 | 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE FLINN JR | ||||||||
| 160 GOMEZ ROAD | HOBE SOUND | FL | 33455 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| STEPHANIE FLINN | ||||||||
| 160 GOMEZ ROAD | HOBE SOUND | FL | 33455 | 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 |
| 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,430,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $47,438,189 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $49,868,965 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $49,868,965 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $748,034 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $49,120,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,456,047 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,456,047 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,628 | TotalTaxAmt |
| Distributable Before Adj | $2,449,419 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,449,419 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,449,419 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,412,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,412,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,449,419 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $58,538 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $64,407 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $184,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $40,831 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $375,222 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,412,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,412,390 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $37,029 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $37,029 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $338,193 | 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 | $21,509 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $316,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $64,407 | ExcessFromYear4Amt |
| Excess From Year3 | $184,312 | ExcessFromYear3Amt |
| Excess From Year2 | $40,831 | ExcessFromYear2Amt |
| Excess From Year1 | $27,134 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA | ||||||||
| PO BOX 5948 | TALLAHASSEE | FL | 32314 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $225,000 | |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS (ASPCA) | ||||||||
| 424 E 92ND STREET | NEW YORK | NY | 10128 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AMERICARES | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| ANIMAL LEGAL DEFENSE FUND | ||||||||
| 170 EAST COTATI AVENUE | COTATI | CA | 94931 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| ATRIUM HEALTH WAKE FOREST BAPTIST MEDICAL CENTER | ||||||||
| MEDICAL CENTER BOULEVARD | WINSTONSALEM | NC | 27157 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| AUDUBON OF MARTIN COUNTY | ||||||||
| 621 SE PALM BEACH RD | STUART | FL | 34994 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| BONEFISH & TARPON TRUST | ||||||||
| 2937 SW 27TH AVENUE SUITE 203 | MIAMI | FL | 33133 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| BOYS & GIRLS CLUB OF GREENWICH | ||||||||
| 4 HORSENECK LANE | GREENWICH | CT | 06830 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,600 | |
| BOYS & GIRLS CLUB OF MARTIN COUNTY | ||||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| BOYS & GIRLS CLUB OF PALM BEACH COUNTY | ||||||||
| 800 NORTHPOINT PARKWAY SUITE 204 | WEST PALM BEACH | FL | 33407 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| CITY (COMPUTER INNOVATIONS FOR TODAY'S YOUTH) - TROY CLARK CHARITY | ||||||||
| 545 SW LUCERO DRIVE | PORT SAINT LUCIE | FL | 34983 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||||
| 44900 PRENTICE DRIVE | DULLES | VA | 20166 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| DEFENDERS OF WILDLIFE | ||||||||
| 1130 17TH ST NW | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| DELTA WATERFOWL FOUNDATION | ||||||||
| PO BOX 3128 | BISMARCK | ND | 58502 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| DREAMCHASER PMU HORSE RESCUE & REHABILITATION INC | ||||||||
| 6340 KINCHELOE DRIVE | FALCON | MO | 65470 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| DUCKS UNLIMITED | ||||||||
| ONE WATERFOWL WAY | MEMPHIS | TN | 38120 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||
| 151 MAIN STREET | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $750 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER | ||||||||
| 1 GINGERBREAD LANE EXT | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| ETHEL WALKER SCHOOL | ||||||||
| 230 BUSHY HILL RD | SIMSBURY | CT | 06070 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $250 | |
| EVERGLADES FOUNDATION | ||||||||
| 18001 OLD CUTLER RD STE 625 | PALMETTO BAY | FL | 33157 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| EVERY MOTHER COUNTS | ||||||||
| 333 HUDSON ST | NEW YORK | NY | 10013 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| FAMILY CENTERS INC | ||||||||
| PO BOX 7550 | GREENWICH | CT | 06836 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $700 | |
| FEDERATION FOR AMERICAN IMMIGRATION REFORM FAIR | ||||||||
| 25 MASSACHUSETTS AVE NW SUITE 330 | WASHINGTON | DC | 20001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FEEDING AMERICA | ||||||||
| 355 FOOD CENTER DR | BRONX | NY | 10474 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| FLORIDA ATLANTIC UNIVERSITY - FAU | ||||||||
| 5335 PARKSIDE DRIVE | JUPITER | FL | 33458 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FLORIDA SHERIFFS YOUTH RANCHES INC | ||||||||
| PO BOX 2000 | BOYS RANCH | FL | 32064 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FLORIDA WILDLIFE FEDERATION | ||||||||
| PO BOX 6870 | TALLAHASSEE | FL | 32314 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| FOCUSED ULTRASOUND FOUNDATION | ||||||||
| 1230 CEDARS COURT SUITE 206 | CHARLOTTESVILLE | VA | 22903 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| FOOD & WATER WATCH | ||||||||
| 1616 P ST NW STE 300 | WASHINGTON | DC | 20036 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| FOUR CORNERS EQUINE RESCUE | ||||||||
| 22 CR 3334 | AZTEC | NM | 87410 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| FRIENDS OF DELAWARE RIVER | ||||||||
| 158 EAST FRONT STREET | HANCOCK | NY | 13783 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| FRIENDS OF THE EARTH | ||||||||
| 1101 15TH STREET NW | WASHINGTON | DC | 20005 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| GAME CONSERVANCY USA INC | ||||||||
| 500 POST RD E | WESTPORT | CT | 06880 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $150 | |
| GOVERNMENT & ACCOUNTABILITY INSTITUTE | ||||||||
| 14 WALL STREET 20TH FLOOR | NEW YORK | NY | 10005 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $25,000 | |
| GREENWICH COUNTRY DAY SCHOOL | ||||||||
| PO BOX 623 | GREENWICH | CT | 06836 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| GREENWICH HISTORICAL SOCIETY INC | ||||||||
| 39 STRICKLAND ROAD | COS COB | CT | 06807 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $11,000 | |
| GUIDE DOGS FOR THE BLIND | ||||||||
| PO BOX 3950 | SAN RAFAEL | CA | 94912 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $55,000 | |
| HEART TO HEART INTERNATIONAL | ||||||||
| 11550 RENNER BLVD | LENEXA | KS | 66219 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| HELP US HELP THEM | ||||||||
| 7400 OLD MOUNT HOLLY RD UNIT 550 | PAW CREEK | NC | 28130 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HISTORICAL SOCIETY OF PALM BEACH COUNTY | ||||||||
| PO BOX 4364 | WEST PALM BEACH | FL | 33402 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HOBE SOUND COMMUNITY CHEST INC | ||||||||
| 11450 SE DIXIE HIGHWAY SUITE 106 | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| HOBE SOUND EARLY LEARNING CENTER | ||||||||
| 11580 SE GOMEZ AVE | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $110,000 | |
| HOBE SOUND NATURE CENTER | ||||||||
| PO BOX 217 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HOSPITAL FOR SPECIAL SURGERY | ||||||||
| 535 EAST 70TH STREET | NEW YORK | NY | 10021 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| HOUSE OF HOPE | ||||||||
| 908 ARPEIKA ST | FORT LAUDERDALE | FL | 33312 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $150,000 | |
| HUMANE SOCIETY OF THE TREASURE COAST INC | ||||||||
| 4100 SW LEIGHTON FARM AVENUE | PALM CITY | FL | 34990 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| JDRF INTERNATIONAL | ||||||||
| 26 BRADWAY 15TH FLOOR | NEW YORK | NY | 10004 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| JUPITER ISLAND MEDICAL CLINIC | ||||||||
| 100 ESTRADA SQ | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| JUPITER MEDICAL CENTER FOUNDATION | ||||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| LOAVES AND FISHES OF HOBE SOUND INC | ||||||||
| 9307 SE OLYMPUS STREET | HOBE SOUND | FL | 33455 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| MALTZ JUPITER THEATRE INC | ||||||||
| 1001 EAST INDIANTOWN RD | JUPITER | FL | 33477 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| MEDDYBEMPS LAKE LAND TRUST | ||||||||
| PO BOX 298 | CALAIS | ME | 04619 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| NATIONAL WILDLIFE FEDERATION | ||||||||
| 1200 G ST NW SUITE 900 | WASHINGTON | DC | 20005 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| NAVY SEALS FOUNDATION INC | ||||||||
| 1619 D STREET BLDG 5326 | VIRGINIA BEACH | VA | 23459 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| NEGATIVE POPULATION GROWTH INC | ||||||||
| 2861 DUKE STRRET SUITE 36 | ALEXANDRIA | VA | 22314 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 10012 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| NORTON MUSEUM OF ART INC | ||||||||
| 1451 S OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| OLDFIELDS SCHOOL | ||||||||
| 1500 GLENCOE RD | SPARKS GLENCOE | MD | 21152 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| PARKINSON'S FOUNDATION | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PARTNERSHIP WITH NATIVE AMERICANS | ||||||||
| 16415 ADDISON RD SUITE 200 | ADDISON | TX | 75001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PECONIC LAND TRUST INC | ||||||||
| 296 HAMPTON ROAD PO BOX 1776 | SOUTHAMPTON | NY | 11969 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,000 | |
| PLANNED PARENTHOOD OF SOUTH EAST AND NORTH FLORIDA | ||||||||
| 2300 NORTH FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $20,000 | |
| PROJECT LIFT | ||||||||
| 1330 SW 34TH STREET | PALM CITY | FL | 34990 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| PROJECT ORBIS INTERNATIONAL INC | ||||||||
| 520 8TH AVENUE 12TH FLOOR | NEW YORK | NY | 10018 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| PUPPIES BEHIND BARS INC | ||||||||
| 263 WEST 38TH STREET 4TH FLOOR | NEW YORK | NY | 10018 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| RAINFOREST ACTION NETWORK | ||||||||
| 425 BUSH STREET | SAN FRANCISCO | CA | 94108 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| REACH PREP | ||||||||
| ONE DOCK STREET | STAMFORD | CT | 06902 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| ROUND HILL SCHOLARSHIP FOUNDATION | ||||||||
| 1700 E PUTNAM AVE SUITE 406 | OLD GREENWICH | CT | 06870 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| SCHOOL OF LEADERSHIP AFGHANISTAN | ||||||||
| 75 STATE STREET SUITE 100 | BOSTON | MA | 02109 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| SIERRA CLUB FOUNDATION | ||||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||
| 240 MEETING HOUSE LN | SOUTHAMPTON | NY | 11968 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| TALL TIMBERS FOUNDATION INC | ||||||||
| 13093 HENRY BEADEL DRIVE | TALLAHASSEE | FL | 32312 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $120,000 | |
| TAX FOUNDATION | ||||||||
| 529 14TH STREET NW SUITE 420 | WASHINGTON | DC | 20045 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $60,000 | |
| THE BANNER LAKE CLUB INC | ||||||||
| PO BOX 1875 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $256,742 | |
| THE CONSERVATION FUND | ||||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $100,000 | |
| THE DEBUTANTE COTILLION AND CHRISTMAS BALL | ||||||||
| 245 PARK AVENUE 39TH FLOOR | NEW YORK | NY | 10167 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $14,000 | |
| THE FLORIDA SHERIFFS ASSOCIATION INC | ||||||||
| PO BOX 12519 | TALLAHASSEE | FL | 32317 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE GARDEN CONSERVANCY INC | ||||||||
| PO BOX 608 | GARRISON | NY | 10524 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $2,500 | |
| THE GUARDIANS OF MARTIN COUNTY | ||||||||
| PO BOX 1489 | HOBE SOUND | FL | 33475 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE HOTCHKISS SCHOOL FUND | ||||||||
| 11 INTERLAKEN ROAD | LAKEVILLE | CT | 06039 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $11,000 | |
| THE INTREPID FALLEN HEROES FUND | ||||||||
| ONE INTREPID SQ - W 46TH ST 12TH | NEW YORK | NY | 10036 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | AVE |
| THE LADIES' VILLAGE IMPROVEMENT SOCIETY | ||||||||
| 95 MAIN STREET | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE MAIDSTONE CHARITABLE TRUST - FRANK COLLINS CADDIE SCHOLARSHIP | ||||||||
| 31 W 34TH ST | NEW YORK | NY | 10001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $900 | |
| THE NATIONAL WWII MUSEUM | ||||||||
| 945 MAGAZINE STREET | NEW ORLEANS | LA | 70130 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $103,000 | |
| THE OCEAN CLEANUP | ||||||||
| 100 WALL STREET | NEW YORK | NY | 10005 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE ROLLINS FUND | ||||||||
| 1000 HOLT AVENUE | WINTER PARK | FL | 32789 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| THE SCRIPPS RESEARCH INSTITUTE | ||||||||
| 10550 NORTH TORREY PINES ROAD TPC 2 | LA JOLLA | CA | 92037 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE SMILE TRAIN | ||||||||
| 41 MADISON AVENUE 28TH FLOOR | NEW YORK | NY | 10010 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| THE SOCIETY OF THE FOUR ARTS | ||||||||
| 100 FOUR ARTS PLAZA | PALM BEACH | FL | 33480 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| THE WINDWARD SCHOOL | ||||||||
| 40 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $10,000 | |
| TRUSTEES FOR ALASKA | ||||||||
| 1026 W 4TH AVE STE 201 | ANCHORAGE | AK | 99501 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $5,000 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION | ||||||||
| 1201 WEST PEACHTREE STREET | ATLANTA | GA | 30309 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| USSGA MEMORIAL FUND | ||||||||
| 88 FIELD POINT RD | GREENWICH | CT | 06830 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| VILLAGE PRESERVATION SOCIETY OF EAST HAMPTON | ||||||||
| PO BOX 2015 | EAST HAMPTON | NY | 11937 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $500 | |
| VOLUNTEERS IN MEDICINE CLINIC | ||||||||
| 417 SE BALBOA AVENUE | STUART | FL | 34994 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 200 MASSACHUSETTS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| WORLD HOPE INTERNATIONAL | ||||||||
| 1330 BRADDOCK PLACE SUITE 301 | ALEXANDRIA | VA | 22314 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $50,000 | |
| YALE ALUMNI FUND | ||||||||
| 157 CHURCH STREET | NEW HAVEN | CT | 06510 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $51,200 | |
| ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC PALM BEACH ZOO | ||||||||
| 1301 SUMMIT BOULEVARD | WEST PALM BEACH | FL | 33405 | UNRELATED PUBLIC CHARITY | 501(C)(3) | ALL CONTRIBUTIONS ARE FOR THE GENERAL SUPPORT OF THE 501(C)(3) NON-PROFIT ORGANIZATIONS. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,412,292 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,515 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,457 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $460,533 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,089 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $303,704 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$24,777 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$659,140 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|
| ORDINARY BUSINESS INCOME (LOSS) THRU K-1 - UBTI | 523000 | -$18,275 |
| OTHER DEDUCTIONS THRU K-1 - UBTI | 523000 | -$3,984 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$44,489 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $165,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $121,123 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SSF & LFJR CHARITABLE TRUST 2018 LLC | AT COST | $34,126,563 | $39,713,232 |
| SPT CAPITAL MANAGEMENT LP | AT COST | $4,199 | $37,564 |
| KING STREET CAPITAL LP | AT COST | $53,381 | $70,686 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS THRU K-1 | $83,789 | $83,691 | $98 |
| PORTFOLIO DEDUCTIONS THRU K-1 | $177,293 | $177,293 | $0 |
| NONDEDUCTIBLE EXPENSES THRU K-1 | $515 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY BUSINESS INCOME (LOSS) THRU K-1 | $34,507 | $34,507 | $34,507 |
| RENTAL INCOME (LOSS) THRU K-1 | -$66 | -$66 | -$66 |
| OTHER RENTAL INCOME (LOSS) THRU K-1 | $2 | $2 | $2 |
| OTHER PORTFOLIO INCOME (LOSS) THRU K-1 | $23,568 | $23,568 | $23,568 |
| OTHER INCOME (LOSS) THRU K-1 | $245,693 | $245,693 | $245,693 |
| OTHER INCOME (LOSS) THRU K-1 - UBTI | $1,089 | $0 | $1,089 |
| ORDINARY BUSINESS INCOME (LOSS) THRU K-1 - UBTI | -$18,275 | -$18,275 | |
| OTHER DEDUCTIONS THRU K-1 - UBTI | -$3,984 | -$3,984 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $2,497 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX THRU K-1 | CategoryTxt |
| Amt | $32,207 | Amt |
| Net Investment Income | $32,207 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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