SUSAN AND JON DIAMOND FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SUSAN AND JON DIAMOND FAMILY FOUNDATION (EIN 31-1523574)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349103729
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:47:00-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221732349 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CAMPUS DRIVE | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 311523574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JON AND SUSAN DIAMOND FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JONA | BusinessNameControlTxt |
| Phone | 7862167356 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9553 HARDING AVE 307 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN DIAMOND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7862167356 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | DIAMOND | 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 | SHAMISA ZVOMA | PreparerPersonNm |
| PTIN | P01785208 | PTIN |
| Phone | 9739949400 | PhoneNum |
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 | $30,004,072 | 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 | $2,456,175 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $622,628 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $622,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$191,066 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,227,586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,800,532 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,319 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,319 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,897,056 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,432,479 | 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 | $156,251 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $156,251 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $72,747 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,747 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $255,864 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $255,864 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $484,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $414,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,855,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,800,353 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,340,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $414,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,800,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $556,660 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,017,617 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $39,435 | CashEOYAmt |
| Cash EOYFMV | $39,435 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,557,926 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,624,968 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,624,968 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $645,464 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $645,464 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $664,747 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $22,305,349 | CorporateStockBOYAmt |
| Corporate Stock EOY | $21,782,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,412,083 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,067,455 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $315,089 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $220,835 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,849,141 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,638,699 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,619,110 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $607,264 | OtherAssetsBOYAmt |
| Other Assets EOY | $422,894 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $422,894 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,032,599 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,469,388 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,004,072 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $31,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,180 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $31,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,180 | 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 | $33,001,599 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,414,208 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,001,599 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,414,208 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,032,599 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,469,388 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,001,599 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $556,660 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $33,558,259 | SubtotalAmt |
| Other Decreases | $144,051 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,414,208 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $5,385,188 | $2,402,054 | $2,983,134 | $2,983,134 |
| STATE OF ISRAEL | P | $25,000 | $25,000 | $0 | $0 |
| DIAMOND FAMILY INVESTMENTS LLC | P | $578,715 | $578,715 | $578,715 | |
| SPRUCE POINT RESEARCH ACTIVISM PARTNERS | P | $76,886 | $76,886 | $76,886 | |
| CAPITAL GAINS DIVIDENDS | P | $161,797 | $161,797 | $161,797 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,800,532 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $55,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $55,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $55,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,428 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $56,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $75,428 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,470 | EsPenaltyAmt |
| Overpayment | $18,113 | OverpaymentAmt |
| Applied To ES Tax | $18,113 | 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 | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7862167356 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9553 HARDING AVE 307 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN DIAMOND | ||||||||
| 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JON DIAMOND | ||||||||
| 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 | VICE-PRESIDENT | 0.25 | $0 | $0 | $0 |
| ANN DESHE | ||||||||
| 10201 COLLINS AVE 1702 | BAL HARBOUR | FL | 33160 | SECRETARY | 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 | $26,632,360 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,296,394 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,558,595 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,487,349 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,487,349 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $592,310 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,895,039 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,944,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,944,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,845 | TotalTaxAmt |
| Distributable Before Adj | $1,888,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,888,907 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,888,907 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,800,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,800,353 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,888,907 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $349,735 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $491,279 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $436,036 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $841,118 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $283,700 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,401,868 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,800,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,800,353 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $88,554 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $88,554 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,313,314 | 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 | $261,181 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,052,133 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $491,279 | ExcessFromYear4Amt |
| Excess From Year3 | $436,036 | ExcessFromYear3Amt |
| Excess From Year2 | $841,118 | ExcessFromYear2Amt |
| Excess From Year1 | $283,700 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SUSAN DIAMOND | ContributingManagerNm |
| Contributing Manager | JON DIAMOND | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MA'AGALIM | ||||||||
| 4101 PINE TREE DRIVE UNIT 509 | MIAMI BEACH | FL | 33140 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $105,000 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION | ||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 | |
| ASPEN JAZZ-SNOWMASS | ||||||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $3,000 | |
| ASPEN VALLEY HOSPITAL FOUNDATION | ||||||||
| 401 CASTLE CREEK RD | ASPEN | CO | 81611 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $200,000 | |
| ATHLETES FOR ISRAEL | ||||||||
| 152 W 57TH STREET | NEW YORK | NY | 10019 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $500 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $50,000 | |
| BRAUSER MAIMONIDES ACADEMY | ||||||||
| 5300 SW 40TH AVE | FORT LAUDERDALE | FL | 33314 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,200 | |
| CHABADORG CHABAD LUBAVITCH MEDIA CENTER | ||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $18 | |
| CLEVELAND CLINIC PHILANTHROPY | ||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $360 | |
| DANIEL MURPHY SCHOLARSHIP FUND | ||||||||
| 309 W WASHINGTON ST 700 | CHICAGO | IL | 60606 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $6,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 1801 NE 123RD ST 301 | NORTH MIAMI | FL | 33181 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,180 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $349,268 | |
| GRIDIRON GREATS ASSISTANCE FUND INC | ||||||||
| 8770 W BRYN MAWR AVE 1300 | CHICAGO | IL | 60631 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,000 | |
| JEWISH FEDERATION OF COLUMBUS | ||||||||
| 1175 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $365,078 | |
| JEWISH INFO CENTER JEFF SEIDELOHEL AVRAHAM | ||||||||
| PO BOX 95016 | PALATINE | IL | 60095 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,800 | |
| JINSATHE JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | ||||||||
| 1101 14TH STREET NW SUITE 1030 | WASHINGTON | DC | 20005 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $11,000 | |
| LOS ANGELES JEWISH HOME FOR THE AGING | ||||||||
| 7150 TAMPA AVE | RESEDA | CA | 91335 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| MIAMI JEWISH FILM FESTIVAL | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $5,000 | |
| MOADON KOL CHADASH | ||||||||
| 2464 N CLYBOURN AVE | CHICAGO | IL | 33137 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| MOISHE HOUSE | ||||||||
| 5802 MONROE ROAD | CHARLOTTE | NC | 28212 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| NATIONAL JEWISH HEALTH (NTL) | ||||||||
| 1400 JACKSON STREET S718B | DENVER | CO | 80206 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| ROGER SOFER LEGACY SCHOLARSHIP FOR ISRAEL PROGRAMS FUND | ||||||||
| 5603 S BRAESWOOD BLVD | HOUSTON | TX | 77096 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $3,600 | |
| ROOT ONEBOARD OF JEWISH EDUCATION INC | ||||||||
| 520 8TH AVE 15TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $250,000 | |
| SIX POINT FOUNDATION | ||||||||
| 740 4TH STREET NORTH SUITE 239 | ST PETERSBURG | FL | 33701 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $80,000 | |
| TAMIDTAMID ISRAEL INVESTMENT GROUP LTD | ||||||||
| 625 KENMOOR AVE SE STE 350 | GRAND RAPIDS | MI | 49546 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $35,000 | |
| THE PALM COLLECTIVE | ||||||||
| 13033 RIDGEDALE DRIVE 239 | MINNETONKA | MN | 55305 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $100,000 | |
| THEATER ASPEN | ||||||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| THIRD OPTION FOUNDATION | ||||||||
| 12007 SUNRISE VALLEY DRIVE SUITE | RESTON | VA | 20191 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | 105 |
| TOURO COLLEGE | ||||||||
| 230 WEST 125TH ST | NEW YORK | NY | 10027 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| WASHINGTON INSTITUTE FOR NEAR EAST POLICY | ||||||||
| 1111 19TH STREET NW SUITE 500 | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $10,000 | |
| WOMEN IN DISTRESS OF BROWARD COUNTY INC | ||||||||
| PO BOX 50187 | LIGHTHOUSE POINT | FL | 33074 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $180 | |
| YOUNG ISRAEL OF BAL HARBOUR | ||||||||
| 9580 ABBOTT AVENUE | SURFSIDE | FL | 33154 | NONE | PC | UNRESTRICTED GRANT TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. | $1,850 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,855,534 | 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 | $622,628 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,319 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$191,066 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $440,881 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $440,881 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| SUSAN DIAMOND | ||||||
| 1 | 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 | $2,275,018 | Yes (X) |
| JON DIAMOND | ||||||
| 2 | 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 | $181,157 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (17 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 229 SHS ADOBE SYSTEMS INC | $77,306 | 2022-12-30 |
| 1 | 4695 SHS APPLE INC | $608,519 | 2022-12-30 |
| 1 | 168 SHS BROADCOM INC | $93,712 | 2022-12-30 |
| 1 | 356 SHS DANAHER CORP DEL COM | $94,999 | 2022-12-30 |
| 1 | 299 SHS ELI LILLY & CO | $109,739 | 2022-12-30 |
| 1 | 1008 SHS FREEPORT-MCMORAN INC | $38,616 | 2022-12-30 |
| 1 | 100 SHS LAM RESEARCH CORP COM | $42,061 | 2022-12-30 |
| 1 | 388 SHS LOWES COMPANIES INC | $78,477 | 2022-12-30 |
| 1 | 321 SHS MASTERCARD INC | $111,775 | 2022-12-30 |
| 1 | 2377 SHS MICROSOFT CORP | $572,881 | 2022-12-30 |
| 1 | 185 SHS NETFLIX COM | $53,857 | 2022-12-30 |
| 1 | 463 SHS PROGRESSIVE CORP OHIO | $60,449 | 2022-12-30 |
| 1 | 186 SHS THERMO FISHER SCIENTIFIC | $103,604 | 2022-12-30 |
| 1 | 181 SHS TRANE TECHNOLOGIES PLC | $30,848 | 2022-12-30 |
| 1 | 374 SHS UNITEDHEALTH GROUP INC | $198,175 | 2022-12-30 |
| 2 | 2000 SHS KROGER CO | $89,160 | 2022-12-29 |
| 2 | 1449 SHS INDUS REALTY TR INC | $91,997 | 2022-12-29 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501(C)(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED. THE ORGANIZATION IS AUTHORIZED TO DO BUSINESS IN THE STATE OF FLORIDA. STATE OF FLORIDA HAS NO REGISTRATION REQUIREMENT WITH THE OFFICE OF THE ATTORNEY GENERAL FOR AN ORGANIZATION THAT DID NOT ENGAGE IN SOLICITATION OF CONTRIBUTIONS. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO | BondNm |
| EOY Book Value | $315,089 | EOYBookValueAmt |
| EOYFMV | $220,835 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO | StockNm |
| EOY Book Value | $21,782,839 | EOYBookValueAmt |
| EOYFMV | $16,412,083 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $645,464 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $664,747 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,638,699 | BookValueAmt |
| EOYFMV | $8,619,110 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | JOHN HANCOCK LIFE INSURANCE POLICY | Desc |
| BOY Book Value | $607,264 | BOYBookValueAmt |
| EOY Book Value | $422,894 | EOYBookValueAmt |
| EOYFMV | $422,894 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPA - COST BASIS ADJUSTMENT TO OTHER INVESTMENTS | Desc |
| Amt | $144,051 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 EXPENSE / DEDUCTIONS | Desc |
| Revenue And Expenses Per Books | $255,864 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $255,864 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $9,319 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $9,319 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $9,319 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD LIABILITY | Desc |
| BOY Book Value | $31,000 | BOYBookValueAmt |
| EOY Book Value | $55,180 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $96,251 | $96,251 | $0 |
| CONSULTANT | $60,000 | $60,000 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SUSAN DIAMOND | |||
| 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 |
| JON DIAMOND | |||
| 9553 HARDING AVE 307 | SURFSIDE | FL | 33154 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $70,000 | $0 | $0 |
| FOREIGN TAX | $2,747 | $2,747 | $0 |