THE GREENBAUM FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE GREENBAUM FOUNDATION (EIN 87-6217358)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-13
- IRS object ID
- 201903179349101845
- Schema version
- 2018v3.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T14:25:17-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 580662558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANCOCK ASKEW & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 SCIENTIFIC DRIVE STE 2500 | AddressLine1Txt |
| City | NORCROSS | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30092 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 876217358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GREENBAUM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 8587598835 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD NO A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8587598835 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREY K BELL | PreparerPersonNm |
| PTIN | P01058822 | PTIN |
| Phone | 7702460793 | PhoneNum |
| Preparation | 2019-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.63.132.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 13:55:40 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E0FA33FBCB876DC8DE39DF7CC45D898A0724226 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14529EADBA38C7CA823A76EA278EC737AAC023B7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,240,924 | 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 | $24,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $439,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $375,141 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,800,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,786,940 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,117,218 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,410 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$479,529 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$1,322,967 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,012,830 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,160 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,208 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $68,879 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,800 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,328 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $182,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,960 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,500,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,500,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,683,043 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,960 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,500,468 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,006,010 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,000,870 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $470,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $303,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $303,074 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,321 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $61,377 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $61,377 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $19,378,676 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,918,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,918,409 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,189,767 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,948,998 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,948,997 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,083,580 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,009,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,009,067 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,198,056 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,240,925 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,240,924 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,879 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,879 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $37,198,056 | UnrestrictedBOYAmt |
| Unrestricted EOY | $32,192,046 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,198,056 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,192,046 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,198,056 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,240,925 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,198,056 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,006,010 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $32,192,046 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,192,046 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - SHORT TERM | $2,651,570 | $2,743,565 | -$91,995 | -$91,995 | |||
| PUBLICLY TRADED SECURITIES - LONG TERM | $6,941,292 | $5,539,727 | $1,401,565 | $1,401,565 | |||
| SPOTIFY | $7,354,940 | $2,198,933 | $5,156,007 | $5,156,007 | P | 2014-12-04 | 2018-04-10 |
| INSOMNIA COOKIES | $839,138 | $187,497 | $651,641 | $651,641 | P | 2017-01-03 | 2018-09-17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,117,218 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,993,949 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $36,264,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082558 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,472,753 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $36,520,788 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.095090 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,779,579 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,449,147 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.074223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,609,548 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $35,332,149 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,160,505 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $30,723,783 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.070320 | DistributionYr5Rt |
| Total Distribution | 0.396049 | TotalDistributionRt |
| Average Distribution | 0.079210 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $38,156,054 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,022,341 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $70,009 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,092,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,500,468 | 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 | $70,009 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $70,009 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $70,009 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,103 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $70,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $92,103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,094 | OverpaymentAmt |
| Applied To ES Tax | $22,094 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GREENBAUMFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JAMES R GREENBAUM JR | IndividualWithBooksNm |
| Phone | 8587598835 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES R GREENBAUM JR | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8424 SANTA MONICA BLVD SUITE A-806 | AddressLine1Txt |
| City | WEST HOLLYWOOD | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $38,050,694 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $686,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $38,737,111 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $38,737,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $581,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,156,054 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,907,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,907,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $70,009 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $70,009 | TotalTaxAmt |
| Distributable Before Adj | $1,837,794 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,837,794 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,837,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,500,468 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,500,468 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $70,009 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,430,459 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,837,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $704,926 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $889,751 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $969,930 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,671,970 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,214,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,451,290 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,500,468 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,837,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,662,674 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $7,113,964 | 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 | $704,926 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,409,038 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $889,751 | ExcessFromYear4Amt |
| Excess From Year3 | $969,930 | ExcessFromYear3Amt |
| Excess From Year2 | $1,671,970 | ExcessFromYear2Amt |
| Excess From Year1 | $1,214,713 | ExcessFromYear1Amt |
| Excess From Current Year | $1,662,674 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES R GREENBAUM JR | ContributingManagerNm |
| Shareholder Manager | JAMES R GREENBAUM JR | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOSTAN | ||||||||||||
| PO BOX 51987 | WASHINGTON | DC | 20091 | N/A | PUBLIC | GENERAL FUND | $360,000 | |||||
| PREVENTIVE MEDICINE RESEARCH INSTITUTE | ||||||||||||
| 900 BRIDGEWAY | SAUSALITO | CA | 94965 | N/A | PUBLIC | GENERAL FUND | $200,000 | |||||
| LA CONSCIENCE | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $196,756 | EQUIVALENCY DETERMINATION | ON FILE | TO | ||||||
| CRISIS ACTION | ||||||||||||
| 708 THIRD AVENUE SUITE 1820 | NEW YORK | NY | 10017 | N/A | PUBLIC | GENERAL FUND | $150,000 | |||||
| SHARE (ASIA PACIFIC) LTD | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | PO BOX 23526 | WAN CHAI POST OFFICE | HK | ||||||
| OPERATION FISTULA | ||||||||||||
| 401 CONGRESS AVENUE NO 1540 | AUSTIN | TX | 78701 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| FREEDOM FOR ALL INC | ||||||||||||
| PO BOX 536 | NEW YORK | NY | 10014 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| TRUCKERS AGAINST TRAFFICKING | ||||||||||||
| PO BOX 816 | ENGLEWOOD | CO | 80151 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| GAMECHANGERS FOUNDATION | ||||||||||||
| 630 DUNDEE ROAD STE 210 | NORTHBROOK | IL | 60062 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| THORN | ||||||||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| PUBLIC JUSTICE FOUNDATION | ||||||||||||
| 1620 L STREET NW SUITE 630 | WASHINGTON | DC | 20036 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| RESCUE FOUNDATION | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $100,000 | PLOT NO 39 FATIMADEVI RD POISUR | MUMBAI | IN | KANDIVALI W | |||||
| A WELL-FED WORLD | ||||||||||||
| 1380 MONROE ST NW 222 | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| BALANCE | ||||||||||||
| 1350 14TH AVE 4 | GRAFTON | WI | 53024 | N/A | PUBLIC | GENERAL FUND | $62,500 | |||||
| TRANSPARENTEM | ||||||||||||
| 310 ATLANTIC AVENUE | BROOKLYN | NY | 11201 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| AFRICA COLLEGE FUND | ||||||||||||
| 2004 RADIANCE CIRCLE | FAIRFIELD | IA | 52556 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| THE GIVING BACK FUND | ||||||||||||
| 5757 W CENTURY BLVD SUITE 410 | LOS ANGELES | CA | 90045 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| STRONG MINDS | ||||||||||||
| 515 VALLEY STREET SUITE 6 | MAPLEWOOD | NJ | 07040 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| YOUNG 1OVE FOUNDATION | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $50,000 | PLOT 6789 EXTENSION 21 | GABORONE | BC | ||||||
| NO MEANS NO WORLDWIDE | ||||||||||||
| 921 FRONT ST 204 | SAN FRANCISCO | CA | 94111 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| WOMEN MOVING MILLIONS INC | ||||||||||||
| 19 FULTON STREET SUITE 301 | NEW YORK | NY | 10038 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| WOMEN'S CRISIS CARE INTERNATIONAL | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $45,000 | HARBOUR GATE UNIT 3082 3RD FLOOR | BA | MANAMA | ||||||
| IN OUR BACKYARD | ||||||||||||
| PO BOX 669 | REDMOND | OR | 97756 | N/A | PUBLIC | GENERAL FUND | $45,000 | |||||
| THE POLLINATION PROJECT | ||||||||||||
| 1569 SOLANO AVENUE 643 | BERKELEY | CA | 94707 | N/A | PUBLIC | GENERAL FUND | $40,000 | |||||
| WESTERN UNIVERSITY OF HEALTH SCIENCES | ||||||||||||
| 309 E SECOND ST | POMONA | CA | 91766 | N/A | PUBLIC | GENERAL FUND | $37,500 | |||||
| THRIVE BALTIMORE | ||||||||||||
| 6 EAST LAFAYETTE AVENUE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $35,850 | |||||
| FREE TO THRIVE | ||||||||||||
| 1050 UNIVERSITY AVE STE E107 84 | SAN DIEGO | CA | 92103 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| AFROVEGAN SOCIETY | ||||||||||||
| 6 EAST LAFAYETTE AVENUE | BALTIMORE | MD | 21202 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| SOLSTICE INSTITUTE (STOP TRAFFICKING AND OPPRESSION OF WOMEN AND CHILDREN) | ||||||||||||
| 255 CANYON BLVD SUITE 200 | BOULDER | CO | 80302 | N/A | PUBLIC | GENERAL FUND | $15,000 | |||||
| NEXUS | ||||||||||||
| 80 8TH AVE SUITE 205 | NEW YORK | NY | 10011 | N/A | PUBLIC | GENERAL FUND - NEXUS GLOBAL YOUTH SUMMIT | $11,540 | |||||
| ALTRUISM IN MEDICINE | ||||||||||||
| 2524 E CHOLLA ST | PHOENIX | AZ | 85028 | N/A | PUBLIC | GENERAL FUND | $10,000 | |||||
| LIVING SOUL FOUNDATION | ||||||||||||
| PO BOX 2238 | DEL MAR | CA | 92014 | N/A | PUBLIC | GENERAL FUND | $6,000 | |||||
| SURVJUSTICE | ||||||||||||
| 1015 15TH STREET NW SUITE 632 | WASHINGTON | DC | 20005 | N/A | PUBLIC | GENERAL FUND | $5,000 | |||||
| AMERICAN COLLEGE OF LIFESTYLE MEDICINE | ||||||||||||
| PO BOX 6432 | CHESTERFIELD | MO | 63006 | N/A | PUBLIC | GENERAL FUND | $2,945 | |||||
| OTHER | ||||||||||||
| CONTRIBUTIONS | PAID | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $587 | |||||
| STOP ANIMAL EXPLOITATION NOW | ||||||||||||
| 1081-B STATE ROUTE 28 280 | MILFORD | OH | 45150 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| GOOD FOOD INSTITUTE | ||||||||||||
| 1380 MONROE ST NW 229 | WASHINGTON | DC | 20010 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| ANIMAL EQUALITY | ||||||||||||
| 8581 SANTA MONICA BLVD 350 | LOS ANGELES | CA | 90069 | N/A | PUBLIC | GENERAL FUND | $100,000 | |||||
| SUSTAINABLE ORGANIC INTEGRATED LIVELIHOODS | ||||||||||||
| 3950 GREEN VALLEY SCHOOL ROAD | SEBASTOPOL | CA | 95472 | N/A | PUBLIC | GENERAL FUND | $77,000 | |||||
| VEGAN OUTREACH | ||||||||||||
| PO BOX 1916 | DAVIS | CA | 95617 | N/A | PUBLIC | GENERAL FUND | $69,790 | |||||
| BEYOND CARNISM INC | ||||||||||||
| 700 N VALLEY ST SUITE 73867 | ANAHEIM | CA | 92801 | N/A | PUBLIC | GENERAL FUND | $60,000 | |||||
| ANIMALS UNITED NETWORK | ||||||||||||
| PO BOX 6105 | SANTA ROSA | CA | 95406 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| ACTASIA FOR ANIMALS | ||||||||||||
| PO BOX 1049 | REDDING CENTER | CT | 06875 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| COMPASSION IN WORLD FARMING | ||||||||||||
| 125 EAST TRINITY PLACE SUITE 206 | DECATUR | GA | 30030 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| THE NONHUMAN RIGHTS PROJECT | ||||||||||||
| 5195 NW 112TH TERRACE | CORAL SPRINGS | FL | 33076 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| PHYSICIANS COMMITTEE FOR RESPONSIBLE MEDICINE | ||||||||||||
| 5100 WISCONSIN AVE NW SUITE 400 | WASHINGTON | DC | 20016 | N/A | PUBLIC | GENERAL FUND | $50,000 | |||||
| THE HUMANE LEAGUE | ||||||||||||
| PO BOX 10476 | ROCKVILLE | MD | 20849 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||||
| ONEPROTEST INC | ||||||||||||
| 221 NORTH HOGAN STREET 312 | JACKSONVILLE | FL | 32202 | N/A | PUBLIC | GENERAL FUND | $30,000 | |||||
| JANEUNCHAINED NEWS NETWORK | ||||||||||||
| 4712 ADMIRALTY WAY NO949 | MARINA DEL REY | CA | 90292 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| FOOD EMPOWERMENT PROJECT | ||||||||||||
| PO BOX 7322 | COTATI | CA | 94931 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| PLANT BASED PREVENTION OF OISE | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $25,000 | 252 BLOOR STREET WEST | TORONTO | CA | ONTARIO | |||||
| CAMBODIAN WILDLIFE SANCTUARY | ||||||||||||
| N/A | PUBLIC | GENERAL FUND | $25,000 | ANGKOR NIGHT MARKET STREET | SIEM REAP | CB | SIEM REAP | |||||
| REDUCETARIAN FOUNDATION | ||||||||||||
| 216 EAST 83RD STREET NO 4D | NEW YORK | NY | 10028 | N/A | PUBLIC | GENERAL FUND | $25,000 | |||||
| SOCIAL COMPASSION | ||||||||||||
| PO BOX 1125 | LAGUNA BEACH | CA | 92652 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| SEA SHEPHERD LEGAL | ||||||||||||
| 2226 EASTLAKE AVENUE EAST 108 | SEATTLE | WA | 98102 | N/A | PUBLIC | GENERAL FUND | $20,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,500,468 | 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 | $439,638 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,410 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,800,015 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$1,346,967 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,346,967 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOIS Q WHITMAN CO MILBANK TWEEDHADLEY MCCLOY LLP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CHASE MANHATTAN PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,160 | Amt |
| Net Investment Income | $8,160 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,948,998 | EOYBookValueAmt |
| EOYFMV | $2,948,997 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $17,918,409 | EOYBookValueAmt |
| EOYFMV | $17,918,409 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $61,377 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $61,377 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIPS AND CORPORATIONS | FMV | $6,938,362 | $6,938,362 |
| MANAGED FUTURES | FMV | $4,070,705 | $4,070,705 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME (LOSS) | $0 | -$384,578 | $0 |
| OUTSIDE INVESTMENT GAIN (LOSS) | $0 | $0 | $0 |
| MS #026607 - OTHER LOSS | $0 | -$90,152 | $0 |
| MS #114273 - OTHER LOSS | $0 | -$4,834 | $0 |
| OTHER INCOME | $13,410 | $35 | $13,410 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $48,879 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONTRACTOR EXPENSE | CategoryTxt |
| Amt | $100,208 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $0 | $3,800 | $0 |
| EXCISE TAXES | $68,879 | $0 | $0 |
Comments