THE DIAMONSTEIN SPIELVOGEL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE DIAMONSTEIN SPIELVOGEL FOUNDATION INC (EIN 13-3425940)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-06
- IRS object ID
- 202003119349100615
- Schema version
- 2019v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-06T09:09:03-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133425940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DIAMONSTEIN-SPIELVOGEL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIAM | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANDERSEN TAX 1177 6TH AVE 18 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARALEE DIAMONSTEIN-SPIELVOGEL | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Signature | 2020-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH P TOCE | PreparerPersonNm |
| PTIN | P00976442 | PTIN |
| Phone | 6462135100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 184.91.227.58 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-06 | IPDt |
| IP Tm | 09:08:07 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 11831F828F19E2FAFB2A6C8C26E99C6E409E9541 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $49,407,519 | 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 | $326,110 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,693,161 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,693,161 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$220,773 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,279,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $450,801 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $450,801 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,249,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,143,962 | 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 |
| Legal Fees Rev And Expnss | $53,064 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,306 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $47,758 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,400 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $517,463 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,697 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $282,832 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $157,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $124,959 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $879,359 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $187,476 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,832,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,832,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,711,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $187,476 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,028,456 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$462,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,956,486 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,214,831 | CashBOYAmt |
| Cash EOY | $1,890,381 | CashEOYAmt |
| Cash EOYFMV | $1,890,381 | CashEOYFMVAmt |
| Acct Rcvbl | $24,334 | AcctRcvblAmt |
| Acct Rcvbl EOY | $24,334 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $24,334 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $22,423,223 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,587,155 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,809,312 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,899,051 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,797,455 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,904,050 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,586,304 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $25,378,430 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $26,779,442 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $48,123,409 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,677,755 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $49,407,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $48,123,409 | RetainedEarningBOYAmt |
| Retained Earning EOY | $47,677,755 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,123,409 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $47,677,755 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,123,409 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,677,755 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,123,409 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$462,399 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,745 | OtherIncreasesAmt |
| Subtotal | $47,677,755 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $47,677,755 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $12,180,256 | $12,180,256 | $0 | $0 |
| FROM K-1 - ROCKEFELLER BALANCED FUND, LP | $99,234 | $99,234 | $0 | $0 |
| FROM K-1 - GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP | $157 | $157 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $526,404 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,049,783 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.010732 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $16,253 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,116,549 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001075 | DistributionYr2Rt |
| Total Distribution | 0.011807 | TotalDistributionRt |
| Average Distribution | 0.005904 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $51,626,131 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $304,801 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $19,565 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $324,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,028,456 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $19,565 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,565 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,565 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,435 | OverpaymentAmt |
| Applied To ES Tax | $5,435 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDERSEN TAX LLC | IndividualWithBooksNm |
| Phone | 6462135100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARALEE DIAMONSTEIN-SPIELVOGEL | ||||||||
| 720 PARK AVE | NEW YORK | NY | 10021 | CHAIR | 20.00 | $0 | $0 | $0 |
| CARL SPIELVOGEL | ||||||||
| 720 PARK AVE | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| PAMELA CARTER ESQ | ||||||||
| 175 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DR PETER RUBIN | ||||||||
| 139 PLAYA RIENTA | PALM BEACH GARDENS | FL | 33418 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| THOMAS RUBIN ESQ | ||||||||
| 39 NORTHWEST CHERRY LOOP | SEATTLE | WA | 98177 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,546,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,086,261 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,779,442 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $52,412,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $52,412,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $786,185 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,626,131 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,581,307 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,581,307 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,565 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $19,565 | TotalTaxAmt |
| Distributable Before Adj | $2,561,742 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,561,742 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,561,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,028,456 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,028,456 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $19,565 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,008,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,561,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,005,468 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,028,456 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,005,468 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $22,988 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,538,754 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARBARALEE DIAMONSTEIN-SPIELVOGEL | ContributingManagerNm |
| Contributing Manager | CARL SPIELVOGEL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (67 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AFTD | |||||||
| 290 KING OF PRUSSIA ROAD | RANDOR | PA | 19087 | PC | CHARITABLE | $10,000 | |
| BRENNAN CENTER FOR JUSTICE | |||||||
| 120 BROADWAY 1750 | NEW YORK | NY | 10271 | PC | CHARITABLE | $50,000 | |
| FUND FOR PUBLIC SCHOOLS | |||||||
| 52 CHAMBERS STREET | NEW YORK | NY | 10007 | PC | CHARITABLE | $500 | |
| IMMIGRANT JUSTICE CORPS | |||||||
| 17 BATTERY PL SUITE 236 | NEW YORK | NY | 10004 | PC | CHARITABLE | $5,500 | |
| MEDICAL REIKI WORKS | |||||||
| 1101 GREENOUGH DR W | MISSOULA | MT | 59802 | PC | CHARITABLE | $1,000 | |
| NORTON MUSEUM OF ART INC | |||||||
| 1501 S DIXIE HIGHWAY | WEST PALM BEACH | FL | 33401 | PC | CHARITABLE | $1,000 | |
| REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS | |||||||
| 1156 15TH ST NW | WASHINGTON | DC | 20005 | PC | CHARITABLE | $2,500 | |
| THE FRESH AIR FUND | |||||||
| 633 3RD AVENUE | NEW YORK | NY | 10017 | PC | CHARITABLE | $798,146 | |
| THE FUND FOR PARK AVENUE | |||||||
| 445 PARK AVENUE 9TH FLOOR | NEW YORK | NY | 10022 | PC | CHARITABLE | $500 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | CHARITABLE | $333,333 | |
| VERA INSTITUTE OF JUSTICE | |||||||
| 233 BROADWAY 12 | NEW YORK | NY | 10279 | PC | CHARITABLE | $1,000 | |
| AMERICAN CIVIL LIBERTIES UNION | |||||||
| 125 BORAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | CHARITABLE | $3,000 | |
| ALZHEIMER'S DRUG DISCOVERY FOUNDATION | |||||||
| 57 WEST 57TH STREET SUITE 904 | NEW YORK | NY | 10019 | PC | CHARITABLE | $10,000 | |
| AMERICAN BATTLE MONUMENTS FOUNDATION | |||||||
| 2300 CLARENDON BLVD SUITE 500 | ARLINGTON | VA | 22201 | PC | CHARITABLE | $2,000 | |
| AMERICAN HEBREW ACADEMY | |||||||
| 4334 HOBBS ROAD | GREENSBORO | NC | 27410 | PC | CHARITABLE | $1,000 | |
| AMERICAN SCANDINAVIAN FOUNDATION | |||||||
| 58 PARK AVENUE | NEW YORK | NY | 10016 | PC | CHARITABLE | $2,500 | |
| ANTHOLOGY FILM ARCHIVES | |||||||
| 32 2ND AVENUE | NEW YORK | NY | 10003 | PC | CHARITABLE | $5,000 | |
| ASIA SOCIETY | |||||||
| 725 PARK AVENUE | NEW YORK | NY | 10021 | PC | CHARITABLE | $10,000 | |
| BALLET THEATRE FOUNDATION INC | |||||||
| 890 BROADWAY 3RD FLOOR | NEW YORK | NY | 10003 | PC | CHARITABLE | $100 | |
| CAFE LA MAMA THEATER | |||||||
| 74A EAST 4TH STREET | NEW YORK | NY | 10003 | PC | CHARITABLE | $296,110 | |
| CHAMBER MUSIC SOCIETY | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $1,000 | |
| CLARION MUSIC SOCIETY | |||||||
| 119 EAST 74TH STREET | NEW YORK | NY | 10021 | PC | CHARITABLE | $20,000 | |
| COALITION FOR THE HOMELESS | |||||||
| 2201 P ST NW | WASHINGTON | DC | 20037 | PC | CHARITABLE | $1,000 | |
| COMMITTEE TO PROTECT JOURNALISTS | |||||||
| PO BOX 2675 | NEW YORK | NY | 10108 | PC | CHARITABLE | $10,000 | |
| CONGREGATION OF EMANU-EL NEW YORK CITY | |||||||
| ONE EAST 65TH STREET | NEW YORK | NY | 10065 | PC | CHARITABLE | $1,000 | |
| COUNCIL OF AMERICAN AMBASSADORS | |||||||
| 888 17TH STREET STE 306 | WASHINGTON | DC | 20006 | PC | CHARITABLE | $2,000 | |
| COUNCIL ON FOREIGN RELATIONS | |||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | PC | CHARITABLE | $10,000 | |
| DEBORAH BERSHAD - NEW MUSEUM | |||||||
| 235 BOWERY | NEW YORK | NY | 10002 | PC | CHARITABLE | $3,000 | |
| EQUAL JUSTICE INITIATIVE | |||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | PC | CHARITABLE | $1,000 | |
| FRIENDS OF SEATTLE WATERFRONT | |||||||
| 1400 WESTERN AVE | SEATTLE | WA | 98101 | PC | CHARITABLE | $5,000 | |
| FRIENDS OF SLOVAKIA | |||||||
| PO BOX 8033 | FALLS CHURCH | VA | 22041 | PC | CHARITABLE | $100 | |
| FRIENDS OF HIGHLINE | |||||||
| 820 WASHINGTON ST | NEW YORK | NY | 10014 | PC | CHARITABLE | $1,500 | |
| GRACIE MANSION CONSERVANCY | |||||||
| E 88TH STREET EAST END AVENUE | NEW YORK | NY | 10028 | PC | CHARITABLE | $5,000 | |
| GUILD HALL | |||||||
| 158 MAIN STREET | EAST HAMPTON | NY | 11937 | PC | CHARITABLE | $2,500 | |
| IRISH REPERTORY THEATRE | |||||||
| 103 E 15TH STREET | NEW YORK | NY | 10003 | PC | CHARITABLE | $7,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $12,500 | |
| MANHATTAN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | PC | CHARITABLE | $2,000 | |
| NATIONAL REDISTRICTING FOUNDATION | |||||||
| 700 13TH ST NW STE 600 | WASHINGTON | DC | 20005 | PC | CHARITABLE | $3,000 | |
| NATIONAL SAWDUST | |||||||
| 80 N 6TH STREET | BROOKLYN | NY | 11249 | PC | CHARITABLE | $2,000 | |
| NATIONAL SANCTUARY COALITION | |||||||
| 239 THOMPSON STREET | NEW YORK | NY | 10012 | PC | CHARITABLE | $500 | |
| NEW YORK HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | PC | CHARITABLE | $24,000 | |
| NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $2,000 | |
| NEW YORK THEATRE WORKSHOP | |||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | PC | CHARITABLE | $2,000 | |
| NEW YORK STEM CELL FOUNDATION | |||||||
| 619 WEST 54TH STREET | NEW YORK | NY | 10019 | PC | CHARITABLE | $10,000 | |
| PEN AMERICA | |||||||
| 588 BROADWAY SUITE 303 | NEW YORK | NY | 10012 | PC | CHARITABLE | $34,000 | |
| PLAYWRIGHTS HORIZONS | |||||||
| 416 WEST 42ND STREET | NEW YORK | NY | 10036 | PC | CHARITABLE | $4,500 | |
| PRIMARY STAGES | |||||||
| 59 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | CHARITABLE | $2,000 | |
| PROJECT BAHAMA STRONG | |||||||
| 4711 NORTH AUSTRALIAN AVENUE SUITE | PALM BEACH | FL | 33404 | PC | CHARITABLE | $1,000 | 27 |
| RIVERSIDE PARK CONSERVANCY | |||||||
| 475 RIVERSIDE DRIVE 455 | NEW YORK | NY | 10115 | PC | CHARITABLE | $1,000 | |
| SECOND STAGE THEATER | |||||||
| 1501 BROADWAY SUITE 518 | NEW YORK | NY | 10036 | PC | CHARITABLE | $5,000 | |
| STUDIO IN A SCHOOL | |||||||
| 75 WEST END AVENUE | NEW YORK | NY | 10023 | PC | CHARITABLE | $1,000 | |
| SUNY IMPACT FOUNDATION | |||||||
| 353 BROADWAY | ALBANY | NY | 12207 | PC | CHARITABLE | $10,000 | |
| THE BROWNE HOUSE HISTORICAL SOCIETY | |||||||
| 3701 BROWNE STREET | FLUSHING | NY | 11354 | PC | CHARITABLE | $1,000 | |
| THE BYRD HOFFMAN WATER MILL FOUNDATION | |||||||
| 115 W 29TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | CHARITABLE | $250 | |
| THE CHAMBER MUSIC SOCIETY OF LINCOLN CENTER | |||||||
| 70 LINCOLN CENTER PLAZA 10TH FLOOR | NEW YORK | NY | 10023 | PC | CHARITABLE | $1,000 | |
| THE COMMUNITY SERVICE SOCIETY OF NEW YORK | |||||||
| 633 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | CHARITABLE | $2,500 | |
| THE JULLIARD SCHOOL | |||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | CHARITABLE | $5,000 | |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 5TH AVENUE | NEW YORK | NY | 10028 | PC | CHARITABLE | $20,000 | |
| THE MUSEUM OF MODERN ART | |||||||
| 11 W 53RD STREET | NEW YORK | NY | 10019 | PC | CHARITABLE | $3,000 | |
| THE NEW YORK PRESERVATION ARCHIVE PROJECT | |||||||
| 174 E 80TH STREET | NEW YORK | NY | 10075 | PC | CHARITABLE | $1,000 | |
| THE PUBLIC THEATER | |||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | PC | CHARITABLE | $30,000 | |
| THE RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS | |||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PC | CHARITABLE | $1,000 | |
| THE SHED | |||||||
| 545 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | CHARITABLE | $1,000 | |
| TRUST FOR THE NATIONAL MALL | |||||||
| 1300 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | PC | CHARITABLE | $20,000 | |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | CHARITABLE | $20,000 | |
| YAFFED | |||||||
| PO BOX 1796 | NEW YORK | NY | 10956 | PC | CHARITABLE | $5,000 | |
| YALE UNIVERSITY | |||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | CHARITABLE | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,832,339 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,693,161 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$220,773 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| FROM K-1 - ROCKEFELLER BALANCED FUND, LP | 14 | $37,692 | $0 |
| FROM K-1 - OCA OHA CREDIT FUND SEGREGATED | 14 | $407,593 | $0 |
| FROM K-1 - GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP | 14 | $5,334 | $0 |
| OTHER INCOME | 14 | $182 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,923,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,923,189 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CARL SPIELVOGEL BARBARALEE DIAMONST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PARK AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $326,110 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $26,000 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,400 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME SECURITIES | BondNm |
| EOY Book Value | $6,797,455 | EOYBookValueAmt |
| EOYFMV | $6,904,050 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $13,587,155 | EOYBookValueAmt |
| EOYFMV | $13,809,312 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OCA CMTG LLC | AT COST | $3,326,097 | $3,306,766 |
| OCA OHA CREDIT FUND SEGREGATED PORTFOLIO | AT COST | $8,069,593 | $8,099,128 |
| ROCKEFELLER BALANCED FUND, LP | AT COST | $13,527,249 | $14,918,057 |
| GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP | AT COST | $455,491 | $455,491 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $53,064 | LegalFeesAmt |
| Net Investment Income | $5,306 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $47,758 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $166,248 | $46,248 | $120,000 |
| ROCKEFELLER CAPITAL MANAGMENT PORTFOLIO FEES | $106,985 | $106,985 | $0 |
| FROM K-1 - OCA CMTG LLC PORTFOLIO FEES | $4,640 | $4,640 | $0 |
| NEW YORK FEES | $1,500 | $0 | $1,500 |
| OTHER EXPENSES | $3,459 | $0 | $3,459 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - ROCKEFELLER BALANCED FUND, LP | $37,692 | $37,692 | $37,692 |
| FROM K-1 - OCA OHA CREDIT FUND SEGREGATED | $407,593 | $407,593 | $407,593 |
| FROM K-1 - GOLUB CAPITAL PARTNERS INTERNATIONAL 12, LP | $5,334 | $5,334 | $5,334 |
| OTHER INCOME | $182 | $182 | $182 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $16,745 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL AND BARBARALEE SPIELVOGEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 720 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10021 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX PAYMENTS | $495,766 | $0 | $0 |
| FOREIGN TAXES PAID | $21,697 | $21,697 | $0 |
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