BETH AND RAVENEL CURRY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BETH AND RAVENEL CURRY FOUNDATION (EIN 23-7411083)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201831349349103658
- Schema version
- 2017v2.2
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T15:14:26-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237411083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETH AND RAVENEL CURRY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 2125837096 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE FLOOR 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221240 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAVENEL B CURRY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125837096 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE CAIN | PreparerPersonNm |
| PTIN | P00150750 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $348,093,657 | 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 | $88,053,478 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $625,736 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $625,736 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $625,736 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $868,780 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $868,780 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $868,780 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,093,826 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,093,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,093,826 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $32,261 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,261 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $32,261 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $90,674,081 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,620,603 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,526,777 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,155 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $539 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $21,360 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,740 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $16,402 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $16,402 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,474 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,330 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $124,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,275 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,844 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $121,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,932,702 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,932,702 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,111,546 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $121,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,932,702 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $78,562,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,498,717 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,526,777 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $187,835,903 | CashBOYAmt |
| Cash EOY | $262,210,874 | CashEOYAmt |
| Cash EOYFMV | $262,210,874 | CashEOYFMVAmt |
| Corporate Stock BOY | $18,022,696 | CorporateStockBOYAmt |
| Corporate Stock EOY | $19,080,884 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $36,073,547 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $17,436,059 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $26,461,259 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $49,809,236 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $223,294,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $307,753,017 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $348,093,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $223,294,658 | UnrestrictedBOYAmt |
| Unrestricted EOY | $307,753,017 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,294,658 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $307,753,017 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,294,658 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $307,753,017 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,294,658 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $78,562,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,185,824 | OtherIncreasesAmt |
| Subtotal | $308,043,017 | SubtotalAmt |
| Other Decreases | $290,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $307,753,017 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT-TERM GAINS/LOSSES | P | $554,646 | $554,646 | $554,646 |
| LONG-TERM GAINS/LOSSES | P | $539,180 | $539,180 | $539,180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,093,826 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $554,646 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,582,632 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $193,632,203 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054653 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $671,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $160,396,347 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.004185 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,854,947 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $138,163,173 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071328 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,108,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $114,608,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.035849 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,649,374 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,901,230 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.052298 | DistributionYr5Rt |
| Total Distribution | 0.218313 | TotalDistributionRt |
| Average Distribution | 0.043663 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $271,623,963 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $11,859,917 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,987 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $11,884,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,932,702 | 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 | $24,987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $35,524 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,524 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,537 | OverpaymentAmt |
| Applied To ES Tax | $10,537 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | FOUNDATION CENTER (FDNCENTER.ORG) | WebsiteAddressTxt |
| Individual With Books | ELIZABETH MARTIN | IndividualWithBooksNm |
| Phone | 2125837096 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 499 PARK AVENUE FLOOR 17 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100221240 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RAVENEL B CURRY | ||||||||
| 499 PARK AVENUE FLOOR 17 | NEW YORK | NY | 100221240 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| CAROLINE RIVERS CURRY | ||||||||
| 499 PARK AVENUE FLOOR 17 | NEW YORK | NY | 100221240 | TRUSTEE | 1.00 | $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 | $1,525,970 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $197,173,143 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $77,061,256 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,760,369 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,760,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,136,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,623,963 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,581,198 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,581,198 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,987 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $3,764 | IncomeTaxAmt |
| Total Tax | $28,751 | TotalTaxAmt |
| Distributable Before Adj | $13,552,447 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,552,447 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,552,447 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,932,702 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $11,932,702 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $24,987 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,907,715 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,552,447 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $379,685 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $379,685 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,932,702 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,932,702 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $379,685 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $379,685 | 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 | $1,240,060 | 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 | RAVENEL B CURRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,250,000 | |
| ATLAS FOUNDATION | ||||||||
| 11730 BROCKTON LANE NORTH | OSSEO | MN | 55369 | N/A | PUBLIC CHARITY | UNRESTRICTED | $300,000 | |
| COUNCIL ON FOREIGN RELATIONS | ||||||||
| 58 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| EL EDUCATION | ||||||||
| 247 W 35TH ST 800 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | UNRESTRICTED | $35,000 | |
| FIFTH AVENUE PRESBYTERIAN CHURCH | ||||||||
| 7 W 55TH STEET | NEW YORK | NY | 10019 | N/A | PUBLIC CHARITY | UNRESTRICTED | $175,000 | |
| GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY | ||||||||
| 49 W 45TH STREET 6TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| GOODMAN INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 6335 W NORTHWEST HWY - 2111 | DALLAS | TX | 75225 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| HUDSON INSTITUTE | ||||||||
| 1201 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | 400 |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| INSTITUTE FOR HUMANE STUDIES | ||||||||
| 3434 WASHINGTON BLVD MS 1C5 | ARLINGTON | VA | 22201 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| MANHATTAN INSTITUTE | ||||||||
| 52 VANDERBILT AVE 201 | NEW YORK | NY | 10017 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,446,963 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| NEW CRITERION | ||||||||
| 900 BROADWAY SUITE 602 | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | UNRESTRICTED | $11,000 | |
| NEW YORK HALL OF SCIENCE | ||||||||
| 47-01 111TH ST | CORONA | NY | 11368 | N/A | PUBLIC CHARITY | UNRESTRICTED | $84,500 | |
| NEW YORK HISTORICAL SOCIETY | ||||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | N/A | PUBLIC CHARITY | UNRESTRICTED | $370,800 | |
| NYC OUTWARD BOUND SCHOOLS | ||||||||
| 2946 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| ROCKEFELLER UNIVERSITY | ||||||||
| 1230 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,228,750 | |
| SALVATION ARMY | ||||||||
| 5550 PRAIRIE STONE PARKWAY | HOFFMAN ESTATES | IL | 60192 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| UNIVERSITY OF VIRGINIA DARDEN SCHOOL OF BUSINESS | ||||||||
| 100 DARDEN BLVD | CHARLOTTESVILLE | VA | 22903 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| WEILL CORNELL MEDICAL COLLEGE | ||||||||
| 1300 YORK AVE | NEW YORK | NY | 10065 | N/A | PUBLIC CHARITY | UNRESTRICTED | $115,000 | |
| THE ALEXANDER HAMILTON SOCIETY | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| ALLIANCE FOR SCHOOL CHOICE | ||||||||
| 1020 19TH STREET NW SUITE 675 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250,000 | |
| BROWN UNIVERSITY | ||||||||
| BOX 1877 | PROVIDENCE | RI | 02912 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| CALVIN COOLIDGE PRESIDENTIAL FOUNDATION | ||||||||
| PO BOX 97 | PLYMOUTH NOTCH | VT | 05056 | N/A | PUBLIC CHARITY | UNRESTRICTED | $125,000 | |
| CENTER FOR EDUCATION REFORM | ||||||||
| 1901 L STREET NW SUITE 705 | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| CHILDREN'S SCHOLARSHIP FUND | ||||||||
| 8 W 38TH STREET 9TH FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| COMMITTEE TO REDUCE INFECTIOUS DISEASES | ||||||||
| 5 PARTRIDGE HOLLOW ROAD | GREENWICH | CT | 06831 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| COMMON GOOD | ||||||||
| 37-24 24TH ST SUITE 228 | LONG ISLAND CITY | NY | 11101 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| COMPETATIVE ENTERPRISE INSTITUTE | ||||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| CONEY ISLAND PREPARATORY CHARTER SCHOOL | ||||||||
| 315 AVENUE U | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| CULTURE OF FREEDOM | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250,000 | |
| FAMILY PROMISE | ||||||||
| 71 SUMMIT AVENUE | SUMMIT | NJ | 07901 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| THE FEDERALIST SOCIETY | ||||||||
| 1776 I ST NW SUITE 300 | WASHINGTON | DC | 20006 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| FROST VALLEY YMCA | ||||||||
| 2000 FROST VALLEY ROAD | CLARYVILLE | NY | 12725 | N/A | PUBLIC CHARITY | UNRESTRICTED | $15,000 | |
| FURMAN UNIVERSITY | ||||||||
| 3300 POINSETT HWY | GREENVILLE | SC | 29613 | N/A | PUBLIC CHARITY | UNRESTRICTED | $160,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| GREENWOOD GENETIC CENTER FOUNDATION | ||||||||
| 106 GREGOR MENDEL CIR | GREENWOOD | SC | 29646 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION | ||||||||
| 1731 KING STREET | ALEXANDRIA | VA | 22314 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100 | |
| INTELLIGENCE SQUARED | ||||||||
| 590 MADISON AVENUE FLOOR 30 | NEW YORK | NY | 10022 | N/A | PUBLIC CHARITY | UNRESTRICTED | $18,700 | |
| INTERNATIONAL CENTER OF PHOTOGRAPHY | ||||||||
| 1114 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| THE JOE MARTIN ALS FOUNDATION | ||||||||
| 100 N TRYON ST SUITE 3420 | CHARLOTTE | NC | 28202 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| LINCOLN CENTER | ||||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| THE LITTLE ORCHESTRA SOCIETY | ||||||||
| 330 WEST 42ND STREET 12TH FL | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| METHODIST RESEARCH INSTITUTE | ||||||||
| PO BOX 4384 | HOUSTON | TX | 77210 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| NATIONAL REVIEW INSTITUTE | ||||||||
| 19 WEST 44TH STREET SUITE 1701 | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $24,700 | |
| NORTHSIDE DEVELOPMENT GROUP | ||||||||
| PO BOX 3362 | SPARTANBURG | SC | 29304 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| OLD NORTH CHURCH | ||||||||
| 193 SALEM ST | BOSTON | MA | 02113 | N/A | PUBLIC CHARITY | UNRESTRICTED | $1,000 | |
| PHILANTHROPY ROUNDTABLE | ||||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| QUEENS UNIVERSITY OF CHARLOTTE | ||||||||
| 1900 SELWYN AVENUE | CHARLOTTE | NC | 28274 | N/A | PUBLIC CHARITY | UNRESTRICTED | $50,000 | |
| REASON FOUNDATION | ||||||||
| 5737 MESMER AVENUE | LOS ANGELES | CA | 90230 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| ROUNDABOUT THEATRE COMPANY | ||||||||
| 231 WEST 39TH ST SUITE 1200 | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITY | UNRESTRICTED | $399,189 | |
| COOPER HEWITT SMITHSONIAN DESIGN MUSEUM | ||||||||
| 2 E 91ST ST | NEW YORK | NY | 10128 | N/A | PUBLIC CHARITY | UNRESTRICTED | $100,000 | |
| ST BERNARD'S SCHOOL INC | ||||||||
| 4 EAST 98TH STREET | NEW YORK | NY | 10029 | N/A | PUBLIC CHARITY | UNRESTRICTED | $5,000 | |
| SUCCESS ACADEMY CHARTER SCHOOLS | ||||||||
| 95 PINE ST | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITY | UNRESTRICTED | $250,000 | |
| TRANSCEND INC | ||||||||
| 159 LINCOLN AVENUE | HASTINGS ON HUDSON | NY | 10706 | N/A | PUBLIC CHARITY | UNRESTRICTED | $10,000 | |
| UNCOMMON SCHOOLS | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PUBLIC CHARITY | UNRESTRICTED | $20,000 | |
| WISHBONEORG | ||||||||
| 41 GRANT AVENUE SUITE 200 | SAN FRANCISCO | CA | 94108 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| YOUNG PEOPLE'S CHORUS | ||||||||
| 37 WEST 65TH STREET 2ND FLOOR | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITY | UNRESTRICTED | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,932,702 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $625,736 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $868,780 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,093,826 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,620,603 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,620,603 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| RAVENEL B CURRY | ||||||
| 1 | 435 E 52 STREET | NEW YORK | NY | 10022 | $75,014,872 | Yes (X) |
| ESTATE OF ELIZABETH R CURRY | ||||||
| 2 | 435 E 52 STREET | NEW YORK | NY | 10022 | $13,038,606 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $21,360 | Amt |
| Net Investment Income | $5,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| RBC ENERGY FUND | $1,758,669 | $2,499,027 |
| RBC SMALL CAP FUND | $16,097,546 | $31,841,063 |
| 733 SHS. WELLS FARGO CORP. | $44,471 | $44,471 |
| 38 SHS. ALLEGHANY | $22,651 | $22,651 |
| CITI BROKERAGE | $1,157,547 | $1,666,335 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLOBAL FUND | AT COST | $7,245,936 | $10,976,090 |
| EAGLE GROWTH LP | AT COST | $15,663,750 | $35,281,573 |
| CLOUD RIDGE GREATER CHINA FEEDER FUND | AT COST | $1,314,393 | $1,314,393 |
| ROYCE PARTNERS FUND LP | AT COST | $2,237,180 | $2,237,180 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,155 | LegalFeesAmt |
| Net Investment Income | $539 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHECKS IN TRANSIT | Desc |
| Amt | $290,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVERTISING | $155 | $0 | $0 | $0 |
| OTHER EXPENSES | $17,885 | $0 | $0 | $0 |
| PORTFOLIO DEDUCTIONS | $39,202 | $39,202 | $0 | $0 |
| INVESTMENT EXPENSE | $56,073 | $56,073 | $0 | $0 |
| NON-DEDUCTIBLE PORTION OF CONTRIBUTIONS | $11,398 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME FROM K-1 | $26,093 | $26,093 | $26,093 |
| CLASS ACTION PROCEEDS | $5,519 | $5,519 | $5,519 |
| OTHER INVESTMENT INCOME | $649 | $649 | $649 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSSES | Desc |
| Amt | $6,185,824 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $4,740 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $5,144 | $0 | $0 | $0 |
| FOREIGN TAXES | $4,330 | $4,330 | $0 | $0 |
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