KAZICKAS FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- KAZICKAS FAMILY FOUNDATION INC (EIN 13-4011883)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202533219349101643
- Schema version
- 2024v5.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T09:56:11-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 BROADHOLLOW RD SUITE 401 | AddressLine1Txt |
| City | MELVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134011883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAZICKAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KAZI | BusinessNameControlTxt |
| Phone | 5168492442 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO J KAZICKAS 4 BACKUS FARM LANE | AddressLine1Txt |
| City | SANDS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN KAZICKAS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2122136993 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT SANDERS | PreparerPersonNm |
| PTIN | P00021519 | PTIN |
| Phone | 6319305000 | PhoneNum |
| Preparation | 2025-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,114,468 | 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 | $4,051,435 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,908 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $148,654 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $148,654 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,301,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,588,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,301,452 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$11,130 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$11,130 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,500,319 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,448,884 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | $52,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,302 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,302 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,314 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,771 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $53,188 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,149 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,039 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,022 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,022 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,257 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $15,344 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,344 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $486,356 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,848 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $485,255 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $647,354 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,590 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $584,511 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $666,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $666,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,314,058 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,590 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,251,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,186,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,363,294 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $35,025 | CashBOYAmt |
| Cash EOY | $12,063 | CashEOYAmt |
| Cash EOYFMV | $12,063 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $335,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,275 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,275 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $894,823 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,801,242 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,166,662 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,017,711 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,604,495 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,911,156 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $12,900 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,312 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,312 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,295,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,442,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,114,468 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,136,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,136,337 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,159,591 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,306,050 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,295,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,442,387 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,295,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,442,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,295,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,186,261 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,482,189 | SubtotalAmt |
| Other Decreases | $1,039,802 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,442,387 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $4,436,658 | $3,275,120 | $1,161,538 | $1,161,538 |
| PASS THROUGH K1'S - ST | P | $26,361 | $26,361 | $26,361 | |
| PASS THROUGH K1'S - LT | P | $117,860 | $117,860 | $117,860 | |
| PASS THROUGH K1'S - 1256 CONTRACTS | P | $3,147 | -$3,147 | -$3,147 | |
| PASS THROUGH K1'S - SECTION 1231 | P | $15 | $15 | $15 | |
| LOSS ON DISPOSITION - ACQ FUND 2008 | P | $634 | $5,078 | -$4,444 | -$4,444 |
| LOSS ON DISPOSITION - RE ACQ FUND III | P | $6,678 | $3,409 | $3,269 | $3,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,301,452 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,950 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,950 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,950 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,354 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $31,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $33,354 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $883 | EsPenaltyAmt |
| Overpayment | $13,521 | OverpaymentAmt |
| Applied To ES Tax | $13,521 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://KAZICKASFAMILYFOUNDATION.LT | WebsiteAddressTxt |
| Individual With Books | KAZICKAS FAMILY FOUNDATION INC | IndividualWithBooksNm |
| Phone | 5168492442 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BACKUS FARM LANE | AddressLine1Txt |
| City | SANDS POINT | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11050 | 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN A KAZICKAS | ||||||||
| 4 BACKUS FARM LANE | SANDS POINT | NY | 11050 | TREASURER/SECRETARY | 0.10 | $0 | $0 | $0 |
| JURATE KAZICKAS | ||||||||
| 4 BACKUS FARM LANE | SANDS POINT | NY | 11050 | DIRECTOR/PRESIDENT | 0.10 | $0 | $0 | $0 |
| MICHAEL V KAZICKAS | ||||||||
| 45 EGYPT CLOSE | EAST HAMPTON | NY | 11937 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSEPH M KAZICKAS | ||||||||
| PO BOX 2281 | AMAGANSETT | NY | 11930 | DIRECTOR | 0.10 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEILA BAUMILIENE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 STRAIGHT PATH | AddressLine1Txt |
| City | SOUTHAMPTON | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,800 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $15,990,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $573,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,563,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,563,818 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $248,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,315,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $815,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $815,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,950 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,950 | TotalTaxAmt |
| Distributable Before Adj | $796,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $796,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $796,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,251,215 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,251,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $796,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $522,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $412,106 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $450,070 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $833,802 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $512,202 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,730,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,251,215 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $796,818 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $454,397 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,184,677 | 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 | $522,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,662,577 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $412,106 | ExcessFromYear4Amt |
| Excess From Year3 | $450,070 | ExcessFromYear3Amt |
| Excess From Year2 | $833,802 | ExcessFromYear2Amt |
| Excess From Year1 | $512,202 | ExcessFromYear1Amt |
| Excess From Current Year | $454,397 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (94 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILDA TULABAITE | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $11,274 | |||||
| AGNE RAMANAVICIUTE | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $11,245 | |||||
| PAULIUS KALINAUSKAS | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $5,635 | |||||
| MARTA MARCIOLIONYTE | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $11,270 | |||||
| MARTYNA PETRULYTE | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $11,270 | |||||
| IEVA BAGDONAVICIUTE | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | I | SPONSORSHIP/SCHOLARSHIP | $5,636 | |||||
| KYBARTU JAUNIMAS | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,209 | |||||
| SOUTHAMPTON HOSPITAL FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $25,000 | 240 MEETING HOUSE LANE | SOUTHAMPTON | NY | 11968 | |||||
| ALYTAUS R BUTRIMONIU GIMNAZIJA | ||||||||||||
| DRAUGYSTES G 1 BUTRIMONYS | ALYTUS | LH | 64430 | N/A | PC | GENERAL SUPPORT | $1,657 | |||||
| LYNCH FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $15,000 | 109 STATE STREET SUITE 404 | BOSTON | MA | 02109 | |||||
| MOKSLO DAKTARAI | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $8,502 | |||||
| AUTO MOTO GROUP | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,787 | |||||
| MB SKAJA | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,272 | |||||
| FIGHTING CHANCE | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | 4 BAY ST STE 201 | SAG HARBOR | NY | 11963 | |||||
| EHLPFF | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,000 | 727 ACCABONAC ROAD | EAST HAMPTON | NY | 11937 | |||||
| THE ASSOCIATION FOR ADVANCEMENT OF AI | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 601 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | |||||
| KONCERTINE ISTAIGA VALSTYBINIS | ||||||||||||
| PANERIU G 39 | VILNIUS | LH | 03209 | N/A | PC | GENERAL SUPPORT | $2,795 | |||||
| KURSENU SEIMOS NAMAI | ||||||||||||
| PRAMONES G 2 | KURSENAI | LH | 81122 | N/A | PC | GENERAL SUPPORT | $3,317 | |||||
| EWECC | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | 1 GINGERBREAD LANE | EAST HAMPTON | NY | 11937 | |||||
| UGDANCIU PATIRCIU NAMAI | ||||||||||||
| SENO STRNAIIO G 1 | VENIONYS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,841 | |||||
| EAST HAMPTON HISTORICAL SOCIETY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $16,700 | 151 MAIN STREET | EAST HAMPTON | NY | 11937 | |||||
| VISAGINO MENU REZIDENCIJA | ||||||||||||
| STATYBININK G 12-45 | VISAGINAS | LH | 31206 | N/A | PC | GENERAL SUPPORT | $11,282 | |||||
| VSI MENU AGENTURA ARTSCAPE | ||||||||||||
| VYTENIO G 22-709 | VILNIUS | LH | 01103 | N/A | PC | GENERAL SUPPORT | $2,261 | |||||
| VILNIUS INTERNATIONAL CLUB | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,209 | |||||
| VSI GELBEKIT VAIKUS | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $1,354 | |||||
| VYTAUTO ZEMKALNIO GIMNAZIJA | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,786 | |||||
| VYTURYS LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| VSI ARIOGALOS TEKME | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,707 | |||||
| VITAUTAS MAGNUS UNIVERSITY | ||||||||||||
| K DONELAICIO G 58 | KAUNAS | LH | 44248 | N/A | PC | GENERAL SUPPORT | $11,300 | |||||
| VINCAS KREVE LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| VILNIUS ARKIVYSKUPIJOS CARITAS | ||||||||||||
| ODMINI STR 12 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $1,354 | |||||
| VIESOJI ISTAIGA SV JONO VAIKAI | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $3,391 | |||||
| VIESOJI ISTAIGA JAUNIMO LINIJA | ||||||||||||
| SV JONO G13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $12,969 | |||||
| UNCOMMONORG | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $50,000 | 5 HAMLIN LANE PO BOX 2281 | AMAGANSETT | NY | 11930 | |||||
| THE RETREAT | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| THE ELLEN HERMANSON FOUNDATION | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $3,000 | |||||
| SPINA BIFIDA IR HIDROCEFALIJA LIET | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $3,958 | |||||
| THE EATING DISORDER FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 1901 E 20TH AVE | DENVER | CO | 80205 | |||||
| THE ART GUILD | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $8,200 | 200 PORT WASHINGTON BLVD | MANHASSET | NY | 11030 | |||||
| TAUTOS FONDO LIETUVOS ATSTOVYBES | ||||||||||||
| SVJONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $5,575 | |||||
| ST LUKE'S CHURCH | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 18 JAMES LANE | EAST HAMPTON | NY | 11937 | |||||
| M MAZVYDAS LITHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 4839 31ST AVE S | MINNEAPOLIS | MN | 55417 | |||||
| SPRING FOOD PANTRY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,000 | 5 OLD STONE HIGHWAY | EAST HAMPTON | NY | 11937 | |||||
| RASOS LITHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 10S540 WINDJAMMER ST | NAPERVILLE | IL | 60564 | |||||
| SCAN-HARBOR NY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 345 EAST 102ND STREET 3RD FLOOR | NEW YORK | NY | 10029 | |||||
| SAY THE STUTTERING ASSOCIATION FOR THE YOUNG | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,005 | 333 W 39TH ST STE 604 | NEW YORK | NY | 10018 | |||||
| SAULUTE LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| RELIGINES MUZIKOS CENTRAS | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $29,950 | |||||
| PROJECT MOST | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | PO BOX 1486 | EAST HAMPTON | NY | 11937 | |||||
| PASVALIO SV JONO KRIKSTYTOJO | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,829 | |||||
| PASS THRU INVESTMENTS | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1 | 120 E 38TH ST | NEW YORK | NY | 10016 | |||||
| NORTHWELL HEALTH FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $15,000 | 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | |||||
| A PROPOS STUDIJA | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $3,344 | |||||
| NEIGALIUJU SPORT DRAUGYSTE VILNIUS | ||||||||||||
| JUSTINISKIU G 70-65 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $3,912 | |||||
| MUZIEJUS | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $21,561 | |||||
| LITHUANIAN OPERA COMPANY | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| LITHUANIAN CULTURAL SCHOOL OF CHICAGO | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 5620 CLAREMONT AVE | CHICAGO | IL | 60636 | |||||
| LITHUANIAN CHORAL ENSEMBLE DAINAVA | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| LITHUANIA CATHOLIC PRESS SOCIETY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $3,500 | 4545 W 63RD STREET | CHICAGO | IL | 60629 | |||||
| LINAS LITHUANIA SCHOOL | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| LIETUVOS SKUBIOSIOS MEDICINOS DRAUGKAUNAS | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $11,275 | |||||
| GENYS LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| CAT CAY MEDICAL CLINIC FOUNDATION | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,000 | 1050 LEE WAGENER BOULELVARD SUITE | FORT LAUDERDALE | FL | 33315 | 106 | ||||
| BRING TOGETHER | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 01223 | N/A | PC | GENERAL SUPPORT | $33,191 | |||||
| BLUEYELLOW USA | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $20,000 | PO BOX 641 | NAPERVILLE | IL | 60565 | |||||
| KOVOS SU PREKYBA ZMONEMIS | ||||||||||||
| ROTUSES A 23 | KAUNAS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $3,248 | |||||
| KAUNO TECHNOLOGIJOS UNIVERSITETAS | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $27,763 | |||||
| KAUNO ARKIVYSKUPIJOS | ||||||||||||
| JAKSTO G 4 | KAUNAS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,707 | |||||
| K DONELAITIS LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| INT WOMENS ASSOCIATION PF VILNUIS | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $5,383 | |||||
| ZIBURELIS LITHUANIAN MONTESSORI | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 14911 E 127TH ST | LEMONT | IL | 60439 | |||||
| LIETUVELE LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| LIETUVIU KALBOS DRAUGIJOS PANE | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,787 | |||||
| LITHUANIAN WORLD CENTER | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $10,000 | 14911 127TH STREET | LEMONT | IL | 60439 | |||||
| BOSTON LUTHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $5,000 | 250 BROOK ROAD | MILTON | MA | 02186 | |||||
| GEDIMINAS LITHUANIAN CULTURAL SCHOOL | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $2,500 | |||||
| DR V KUDIRKA LITHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 211 RIPLEY PLACE | ELIZABETH | NJ | 07036 | |||||
| COLORADO LITHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 4189 W 97TH CT | WESTMINSTER | CO | 80031 | |||||
| MAIRONIS LITHUANIAN SCHOOL NEW YORK | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $2,500 | 206 SKILLMAN AVENUE | BROOKLYN | NY | 11211 | |||||
| GLOBAL LITHUANIAN LEADERS | ||||||||||||
| NVO AVILYS TAURO STR 12 | VILNIUS | LH | 01114 | N/A | PC | GENERAL SUPPORT | $5,384 | |||||
| GALLERY NORTH | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,500 | 90 N COUNTRY RD | SETAUKET EAST SETAUKE | NY | 11733 | |||||
| BALTIJA LITHUANIAN SCHOOL | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL SUPPORT | $5,000 | |||||
| ASSIST | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $30,000 | PO BOX 969 | SUFFIELD | CT | 06078 | |||||
| AMERICAN UNIVERSITY | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $1,000 | 4400 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20016 | |||||
| AMATU MOKYKLA SODZIAUS MEISTRAI | ||||||||||||
| SV JONO G 13A | VILNIUS | LH | 01123 | N/A | PC | GENERAL SUPPORT | $9,581 | |||||
| ALEXANDRA KAZICKAS LITHUANIAN SCHOOL | ||||||||||||
| N/A | PC | GENERAL SUPPORT | $17,500 | 269 MAIN RD | AQUEBOGUE | NY | 11931 | |||||
| VAIKU KAIMU LIETUVOJE DRAUGIJA | ||||||||||||
| OZO G 37 | VILNIUS | LH | 07171 | N/A | PC | GENERAL SUPPORT | $5,668 | |||||
| WOW UNIVERSITY | ||||||||||||
| PAUPIO G 50 | VILNIUS | LH | 11341 | N/A | PC | GENERAL SUPPORT | $4,330 | |||||
| VSI SAVANORAI VAIKAMS | ||||||||||||
| A GOSTAUTO G 8-167 | VILNIUS | LH | 01108 | N/A | PC | GENERAL SUPPORT | $10,761 | |||||
| UKMERGES SOCIALINIU PASLAUGU CENTRAS | ||||||||||||
| DELTUVOS G 19 | UKMERGE | LH | 20127 | N/A | PC | GENERAL SUPPORT | $5,668 | |||||
| VILNIAUS SOCIALINIS KLUBAS | ||||||||||||
| DZUKU G 37 | VILNIUS | LH | 02164 | N/A | PC | GENERAL SUPPORT | $5,515 | |||||
| SV KRYZIAUS NAMAI | ||||||||||||
| SDAUKANTO A 1 | VILNIUS | LH | 01122 | N/A | PC | GENERAL SUPOPRT | $8,461 | |||||
| CARITAS LITHUANIAN PROGRAM | ||||||||||||
| SV JONO G13-6 | VILNIUS | LH | 00000 | N/A | PC | GENERAL PURPOSES | $1,624 | |||||
| CAMP NERINGA | ||||||||||||
| N/A | PC | GENERAL PURPOSES | $5,000 | 147 NERINGA ROAD | BRATTLEBORO | VT | 05301 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $666,704 | 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 | 03 | ExclusionCd |
| Exclusion | $9,908 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 03 | ExclusionCd |
| Exclusion | $148,654 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,301,452 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CANCELLATION OF DEBT FROM LP | 14 | $39 |
| PASS THRU INCOME FROM LP | 14 | -$10,805 |
| PASS THRU RRE INCOME FROM LP | 14 | -$364 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,448,884 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,448,884 | 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 | ROGER ALTMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 EAST 52ND ST | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10055 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $4,045,240 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 23,000 SHARES OF EVERCORE INC | NoncashPropertyDesc |
| Fair Market Value | $4,045,240 | FairMarketValueAmt |
| Received | 2024-02-08 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $31,085 | Amt |
| Net Investment Income | $23,314 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,771 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL DETAILS FOR OTHER EXPENDITURES - LITHUANIA | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PAGE 1 PART 1 - LINE 23 - OTHER EXPENSES | FormAndLineReferenceDesc |
| Medium Explanation | OTHER EXPENDITURES - LITHUANIA - 232,597 OTHER GENERAL EXPENSES: 52,859PAYMENTS TO THIRD PARTIES: 36,689REPAIRS: 178CAR RENTAL EXPENSES: 3,105VAT EXPENSES: 7,614TAX EXPENSES: 15DETERIORATION EXPENSES: 1,507CHARITY EXPENSES: 130,630 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENTS IN EQUITIES | StockNm |
| EOY Book Value | $4,801,242 | EOYBookValueAmt |
| EOYFMV | $15,166,662 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN PARTNERHIPS | AT COST | $1,587,892 | $1,911,156 |
| OTHER INVESTMENT | AT COST | $16,603 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT SALES RECEIVABLE | Desc |
| BOY Book Value | $12,900 | BOYBookValueAmt |
| EOY Book Value | $7,312 | EOYBookValueAmt |
| EOYFMV | $7,312 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| K-1 UNREALIZED GAIN | $20 |
| BOOK/TAX DIFFERENCES | $1,039,782 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $185 | $185 | $0 |
| INVESTMENT EXPENSES | $23,663 | $23,663 | $0 |
| PAYROLL SERVICE FEES | $1,450 | $0 | $1,450 |
| WORKERS' COMPENSATION INSURANCE | $427 | $0 | $427 |
| INSURANCE | $1,109 | $0 | $1,109 |
| FILING FEES | $750 | $0 | $750 |
| OFFICE EXPENSES | $129 | $0 | $129 |
| OTHER EXPENDITURES - LITHUANIA | $232,597 | $0 | $255,344 |
| SOCIAL INSURANCE - LITHUANIA | $4,040 | $0 | $4,040 |
| SALARIES - LITHUANIA | $222,006 | $0 | $222,006 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| CANCELLATION OF DEBT FROM LP | $39 | $39 | $39 |
| PASS THRU INCOME FROM LP | -$10,805 | -$10,805 | -$10,805 |
| PASS THRU RRE INCOME FROM LP | -$364 | -$364 | -$364 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $34,149 | $34,149 | $0 |
| OTHER PROFESSIONAL FEES | $19,039 | $0 | $19,039 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES WITHHELD | CategoryTxt |
| Amt | $2,257 | Amt |
| Net Investment Income | $2,257 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments