EDWARD J KORMAN AND MARGARET A CORMAN CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDWARD J KORMAN AND MARGARET A CORMAN CHARITABLE FOUNDATION (EIN 82-7116331)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349102444
- Schema version
- 2024v5.1
- 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
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T13:01:31-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2005 MARKET STREET SUITE 700 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 827116331 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDWA | BusinessNameControlTxt |
| Phone | 6126784679 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIRECTOR | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 6126784679 | PhoneNum |
| Signature | 2025-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL DEGRAZIA | PreparerPersonNm |
| PTIN | P01271114 | PTIN |
| Phone | 2154485601 | PhoneNum |
| Preparation | 2025-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,818,280 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $82,979 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $82,979 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $43,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $215,078 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,267 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $126,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,246 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,825 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,825 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,825 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $23,666 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $23,666 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,143 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $92 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $44,634 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,583 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,825 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $0 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $44,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,583 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,825 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $81,612 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,663 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $2,459,862 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,541,302 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,818,280 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,459,862 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,541,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,818,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,459,862 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,541,302 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,459,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,459,862 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,541,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,459,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $81,612 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,243 | OtherIncreasesAmt |
| Subtotal | $2,543,717 | SubtotalAmt |
| Other Decreases | $2,415 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,541,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 233.189 AMG YACTMAN FOCUSED CL I | 2020-02-18 | 2024-12-24 | $4,344 | $4,300 | $44 | $44 | |
| 312.5 AMG YACTMAN FOCUSED CL I | 2020-03-16 | 2024-12-24 | $5,822 | $4,300 | $1,522 | $1,522 | |
| 284.392 AMG YACTMAN FOCUSED CL I | 2020-04-15 | 2024-12-24 | $5,298 | $4,300 | $998 | $998 | |
| 282.523 AMG YACTMAN FOCUSED CL I | 2020-05-15 | 2024-12-24 | $5,263 | $4,300 | $963 | $963 | |
| 257.331 AMG YACTMAN FOCUSED CL I | 2020-06-15 | 2024-12-24 | $4,794 | $4,300 | $494 | $494 | |
| 250.583 AMG YACTMAN FOCUSED CL I | 2020-07-15 | 2024-12-24 | $4,668 | $4,300 | $368 | $368 | |
| 240.627 AMG YACTMAN FOCUSED CL I | 2020-08-17 | 2024-12-24 | $4,483 | $4,300 | $183 | $183 | |
| 236.784 AMG YACTMAN FOCUSED CL I | 2020-09-15 | 2024-12-24 | $4,411 | $4,300 | $111 | $111 | |
| 236.784 AMG YACTMAN FOCUSED CL I | 2020-10-15 | 2024-12-24 | $4,411 | $4,300 | $111 | $111 | |
| 217.611 AMG YACTMAN FOCUSED CL I | 2020-11-16 | 2024-12-24 | $4,054 | $4,300 | -$246 | -$246 | |
| 204.47 AMG YACTMAN FOCUSED CL I | 2020-12-15 | 2024-12-24 | $3,809 | $4,300 | -$491 | -$491 | |
| 309.287 AMG YACTMAN FOCUSED CL I | 2020-12-17 | 2024-12-24 | $5,762 | $5,774 | -$12 | -$12 | |
| 28.026 AMG YACTMAN FOCUSED CL I | 2020-12-17 | 2024-12-24 | $522 | $523 | -$1 | -$1 | |
| 2.628 AMG YACTMAN FOCUSED CL I | 2020-12-17 | 2024-12-24 | $49 | $49 | |||
| 221.878 AMG YACTMAN FOCUSED CL I | 2021-01-15 | 2024-12-24 | $4,134 | $4,300 | -$166 | -$166 | |
| 212.766 AMG YACTMAN FOCUSED CL I | 2021-02-16 | 2024-12-24 | $3,964 | $4,300 | -$336 | -$336 | |
| 207.93 AMG YACTMAN FOCUSED CL I | 2021-03-15 | 2024-12-24 | $3,874 | $4,300 | -$426 | -$426 | |
| 203.502 AMG YACTMAN FOCUSED CL I | 2021-04-15 | 2024-12-24 | $3,791 | $4,300 | -$509 | -$509 | |
| 202.163 AMG YACTMAN FOCUSED CL I | 2021-05-17 | 2024-12-24 | $3,766 | $4,300 | -$534 | -$534 | |
| 198.431 AMG YACTMAN FOCUSED CL I | 2021-06-15 | 2024-12-24 | $3,697 | $4,300 | -$603 | -$603 | |
| 202.068 AMG YACTMAN FOCUSED CL I | 2021-07-15 | 2024-12-24 | $3,765 | $4,300 | -$535 | -$535 | |
| 200.841 AMG YACTMAN FOCUSED CL I | 2021-08-16 | 2024-12-24 | $3,742 | $4,300 | -$558 | -$558 | |
| 199.443 AMG YACTMAN FOCUSED CL I | 2021-09-15 | 2024-12-24 | $3,716 | $4,300 | -$584 | -$584 | |
| 196.706 AMG YACTMAN FOCUSED CL I | 2021-10-15 | 2024-12-24 | $3,665 | $4,300 | -$635 | -$635 | |
| 194.482 AMG YACTMAN FOCUSED CL I | 2021-11-15 | 2024-12-24 | $3,623 | $4,300 | -$677 | -$677 | |
| 208.637 AMG YACTMAN FOCUSED CL I | 2021-12-15 | 2024-12-24 | $3,887 | $4,300 | -$413 | -$413 | |
| 183.932 AMG YACTMAN FOCUSED CL I | 2021-12-16 | 2024-12-24 | $3,427 | $3,791 | -$364 | -$364 | |
| 51.583 AMG YACTMAN FOCUSED CL I | 2021-12-16 | 2024-12-24 | $961 | $1,063 | -$102 | -$102 | |
| 32.835 AMG YACTMAN FOCUSED CL I | 2021-12-16 | 2024-12-24 | $612 | $677 | -$65 | -$65 | |
| 201.405 AMG YACTMAN FOCUSED CL I | 2022-01-18 | 2024-12-24 | $3,752 | $4,300 | -$548 | -$548 | |
| 84.552 AMG YACTMAN FOCUSED CL I | 2022-12-16 | 2024-12-24 | $1,575 | $1,509 | $66 | $66 | |
| 392.665 AMG YACTMAN FOCUSED CL I | 2022-12-16 | 2024-12-24 | $7,315 | $7,009 | $306 | $306 | |
| 197.904 AMG YACTMAN FOCUSED CL I | 2023-12-15 | 2024-12-24 | $3,687 | $3,903 | -$216 | -$216 | |
| 93.833 AMG YACTMAN FOCUSED CL I | 2023-12-15 | 2024-12-24 | $1,748 | $1,850 | -$102 | -$102 | |
| 14.124 AMG YACTMAN FOCUSED CL I | 2023-12-15 | 2024-12-24 | $263 | $279 | -$16 | -$16 | |
| 1715.085 GOLDMAN SACHS TR INCOME BLDR INV | 2023-12-01 | 2024-12-24 | $44,729 | $41,248 | $3,481 | $3,481 | |
| 6.849 GOLDMAN SACHS TR INCOME BLDR INV | 2023-12-26 | 2024-12-24 | $179 | $169 | $10 | $10 | |
| 4.532 GOLDMAN SACHS TR INCOME BLDR INV | 2024-01-31 | 2024-12-24 | $118 | $113 | $5 | $5 | |
| 6.16 GOLDMAN SACHS TR INCOME BLDR INV | 2024-02-29 | 2024-12-24 | $161 | $153 | $8 | $8 | |
| 6.27 GOLDMAN SACHS TR INCOME BLDR INV | 2024-03-28 | 2024-12-24 | $164 | $160 | $4 | $4 | |
| 6.715 GOLDMAN SACHS TR INCOME BLDR INV | 2024-04-30 | 2024-12-24 | $175 | $168 | $7 | $7 | |
| 6.883 GOLDMAN SACHS TR INCOME BLDR INV | 2024-05-31 | 2024-12-24 | $180 | $173 | $7 | $7 | |
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P | |||||
| CAPITAL GAIN DIVIDENDS | $42,718 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,267 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $611 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $611 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $566 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERIPRISE BANK FSB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6126784679 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERIPRISE BANK FSB | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1581 AMERIPRISE FINANCIAL CENTER | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55474 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $17,825 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,614,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,614,560 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,614,560 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,218 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,575,342 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,767 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,767 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $127,590 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,590 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,590 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,825 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $17,825 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,590 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,335 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $69,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,557 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,162 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,226 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $264,165 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,825 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,825 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $109,765 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $109,765 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $154,400 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $154,400 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,455 | ExcessFromYear4Amt |
| Excess From Year3 | $54,557 | ExcessFromYear3Amt |
| Excess From Year2 | $47,162 | ExcessFromYear2Amt |
| Excess From Year1 | $42,226 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $82,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $43,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,246 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTION POSTED IN 2025 | $2,399 |
| ROUNDING | $16 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $670 |
| 2023 TRANSACTION POSTED IN 2024 | $1,573 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $23,666 | Amt |
| Net Investment Income | $23,666 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,051 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $92 | $92 | $0 |