BETA

VARANASI FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VARANASI FAMILY FOUNDATION (EIN 85-1620462)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-30
IRS object ID
202543039349101129
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-30T12:17:32-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13333 New Hyde Park Rd Ste 406AddressLine1Txt
CityNew Hyde ParkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN851620462EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Varanasi Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlVARABusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSai VaranasiPersonNm
Person TitleCo-PresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2025-10-27SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,533,717FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$158,292ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$426InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$426InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$61,427DividendsRevAndExpnssAmt
Dividends Net Invst Incm$61,427DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$201,690NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,063,540GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$467,722CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,776OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,928OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$425,611TotalRevAndExpnssAmt
Total Net Invst Incm$531,503TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Taxes Rev And Expnss$5,967TaxesRevAndExpnssAmt
Taxes Net Invst Incm$267TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$14,393OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$86OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$13,712OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,360TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$353TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,712TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$12,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$12,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,860TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$353TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$26,212TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$392,751ExcessRevenueOverExpensesAmt
Net Investment Income$531,150NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$146,889SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$172,867SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$172,867SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$874,488CorporateStockBOYAmt
Corporate Stock EOY$1,243,372CorporateStockEOYAmt
Corporate Stock EOYFMV$1,280,700CorporateStockEOYFMVAmt
Other Investments BOY$69,463OtherInvestmentsBOYAmt
Other Investments EOY$67,352OtherInvestmentsEOYAmt
Other Investments EOYFMV$80,150OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,090,840TotalAssetsBOYAmt
Total Assets EOY$1,483,591TotalAssetsEOYAmt
Total Assets EOYFMV$1,533,717TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$1,090,840RetainedEarningBOYAmt
Retained Earning EOY$1,483,591RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,090,840TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,483,591TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,090,840TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,483,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,090,840TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$392,751ExcessRevenueOverExpensesAmt
Subtotal$1,483,591SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,483,591TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly-traded Securities$1,063,540$596,656$466,884$466,884
Passthrough K1 Capital Gain/(Loss)$838
FieldValueIRS element (for citing)
Capital Gain Net Income$467,722CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,383InvestmentIncomeExciseTaxAmt
Subtotal$7,383SubtotalAmt
Tax Based On Investment Income$7,383TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,491EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,900ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$7,391TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$8OverpaymentAmt
Applied To ES Tax$8AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Sai Varanasi
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir, Treas1.0$0$0$0
Theresa Varanasi
Foundation Source 501 Silverside RdWilmingtonDE198091377Co- Pres, Dir, Sec1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,283,358AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,701AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,404,059TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,404,059AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$21,061CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,382,998NetVlNoncharitableAssetsAmt
Minimum Investment Return$69,150MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$69,150MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,383TaxBasedOnInvestmentIncomeAmt
Income Tax$154IncomeTaxAmt
Total Tax$7,537TotalTaxAmt
Distributable Before Adj$61,613DistributableBeforeAdjAmt
Distributable Before Ded$61,613DistributableBeforeDedAmt
Distributable As Adjusted$61,613DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$26,212ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$26,212QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$61,613DistributableAsAdjustedAmt
Undistributed Income PY$21,107UndistributedIncomePYAmt
Qualifying Distributions$26,212QualifyingDistributionsAmt
Applied To Year1$21,107AppliedToYear1Amt
Applied To Current Year$5,105AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$56,508UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSai VaranasiContributingManagerNm
Contributing ManagerTheresa VaranasiContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
NATIONAL BLACK WOMENS HEALTH PROJECT INC
384 NORTHYARDS BLVD NWATLANTAGA30313N/APCGeneral & Unrestricted$10,000
VILLAGE BOOK BUILDERS INC
1238 W 50 SLEHIUT84043N/APCGeneral & Unrestricted$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$12,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$426ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$61,427ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$201,690ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescK-1 Inc/LossDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm$1,847UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$1,929ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,847UnrelatedBusinessTaxblIncmAmt
Exclusion$265,472ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$267,319TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonVaranasi SaiContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 19375AddressLine1Txt
CityBoulderCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80308ZIPCd
FieldValueIRS element (for citing)
Total Contributions$158,292TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1SEAGATE TECHNOLOGY HOLDINGS PLC STX, 500 sh.$53,3582024-06-18
1SEAGATE TECHNOLOGY HOLDINGS PLC STX, 1000 sh.$103,9352024-06-20

Depreciation Schedule DepreciationSchedule

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierFORM 990-PFIdentifierTxt
Form And Line ReferenceFORM 990-PFFormAndLineReferenceDesc
Medium ExplanationOne or more partnerships have provided a Schedule K-3 for the tax year in which they have checked one or more of the boxes in Part I but not provided sufficient back-up information to allow the Foundation to verify why such boxes were checked or the extent to which the checking of such boxes affects any item on this return. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BRISTOL-MYERS SQUIBB CO$15,454$16,968
ENBRIDGE INC$17,060$16,972
INVESCO QQQ TRUST$22,312$33,230
ISHARES FLOATING RATE NOTE FUN$894,287$895,488
JPMORGAN EQUITY PREMIUM INCO$5,394$5,753
MEDICAL PROPERTIES TRUST, INC$25,074$21,330
PFIZER INC$3,438$2,653
SCHWAB US DIVIDEND EQUITY ETF$59,877$69,666
SIMPLIFY VOLATILITY PREMIUM ET$4,412$4,158
SPDR S&P 500 ETF TRUST$110,550$128,938
WISDOMTREE FLOATING RATE TREAS$85,514$85,544

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALLIANCEBERNSTEIN HLDG LP$53,106$51,926
ENTERPRISE PRODUCTS PARTNERS L$14,246$28,224

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$13,687$13,687
K-1 Exp ALLIANCEBERNSTEIN HLDG$674$86
K-1 Exp ENTERPRISE PRODUCTS PA$7
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss ALLIANCEBERNSTEIN HLDG LP$5,775$1,953
K-1 Inc/Loss ENTERPRISE PRODUCTS PARTNERS LP-$1,999-$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
990-PF Estimated Tax for 2024$4,400
990-PF Extension for 2023$1,300
Foreign Tax Paid$267$267

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