LEDERMAN FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEDERMAN FAMILY FOUNDATION (EIN 13-7202850)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202543189349101714
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T09:18:02-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 6TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 137202850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEDERMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEDE | BusinessNameControlTxt |
| Phone | 2127942366 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 EAST 65TH ST 5B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL LEDERMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2127942366 | PhoneNum |
| Signature | 2025-11-14 | 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 | JEFFREY FEINMAN | PreparerPersonNm |
| PTIN | P00227146 | PTIN |
| Phone | 2129970600 | PhoneNum |
| 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 | $673,800 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $13,461 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,461 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,577 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,049 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $191,510 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $191,510 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,169 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,169 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $956 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $29 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,755 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,655 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,684 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,269 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $228,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $228,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $242,788 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,684 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$51,278 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,826 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,601 | CashBOYAmt |
| Cash EOY | $42,495 | CashEOYAmt |
| Cash EOYFMV | $144,995 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,702 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,351 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,351 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $236,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $171,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $521,454 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $272,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,269 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $673,800 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $272,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $221,269 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $272,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $221,269 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $272,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $221,269 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $272,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$51,278 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $221,269 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $221,269 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRANSOCEAN LTD | P | 2024-02-02 | 2024-08-26 | $12,450 | $14,010 | -$1,560 | -$1,560 |
| ARES CAPITAL CORP | P | 2020-09-17 | 2024-12-20 | $21,123 | $13,945 | $7,178 | $7,178 |
| BRISTOW GROUP INC | P | 2023-09-09 | 2024-07-29 | $3,665 | $2,392 | $1,273 | $1,273 |
| BROOKFIELD CORP CL A | P | 2017-03-21 | 2024-12-16 | $5,898 | $1,938 | $3,960 | $3,960 |
| CSX CORP | P | 2016-04-04 | 2024-12-16 | $19,799 | $5,113 | $14,686 | $14,686 |
| GRAPHIC PACKAGING HOLDING CO | P | 2021-06-08 | 2024-07-29 | $2,831 | $1,785 | $1,046 | $1,046 |
| GRAPHIC PACKAGING HOLDING CO | P | 2021-06-08 | 2024-09-24 | $14,654 | $8,925 | $5,729 | $5,729 |
| KKR & CO INC CL A | P | 2015-08-20 | 2024-08-26 | $12,170 | $2,007 | $10,163 | $10,163 |
| KKR & CO INC CL A | P | 2015-08-20 | 2024-12-16 | $15,612 | $2,007 | $13,605 | $13,605 |
| KKR & CO INC CL A | P | 2016-02-26 | 2024-12-20 | $7,201 | $612 | $6,589 | $6,589 |
| ORACLE CORP | P | 2016-06-07 | 2024-12-20 | $16,734 | $3,950 | $12,784 | $12,784 |
| TEXTRON INC | P | 2016-02-26 | 2024-12-16 | $8,153 | $3,487 | $4,666 | $4,666 |
| WILLIAMS CO INC | P | 2017-02-17 | 2024-12-20 | $7,891 | $3,552 | $4,339 | $4,339 |
| ARES MANAGEMENT CORP CL A | P | 2018-09-17 | 2024-12-31 | $13,848 | $1,546 | $12,302 | $12,302 |
| BOEING CO | P | 2009-08-31 | 2024-09-24 | $16,187 | $4,936 | $11,251 | $11,251 |
| GOLDMAN SACHS GRP INC | P | 2011-05-13 | 2024-12-16 | $5,832 | $1,409 | $4,423 | $4,423 |
| JPMORGAN CHASE & CO | P | 2008-08-18 | 2024-12-31 | $19,187 | $3,696 | $15,491 | $15,491 |
| MICROSOFT CORP | P | 2009-05-12 | 2024-12-31 | $42,337 | $1,972 | $40,365 | $40,365 |
| PAYPAL HLDGS INC COM | P | 2010-10-07 | 2024-10-11 | $12,005 | $2,246 | $9,759 | $9,759 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,049 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,541 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,541 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $51 | EsPenaltyAmt |
| Tax Due | $1,592 | TaxDueAmt |
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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DDK COMPANY LLP | IndividualWithBooksNm |
| Phone | 2129770600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 PENN PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CAROL LEDERMAN | ||||||||
| 30 EAST 65TH ST | NEW YORK | NY | 10065 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| JUDY LEDERMAN KLONER | ||||||||
| 301 EAST 69TH STREET | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| AMY LEDERMAN VERSCHLEISER | ||||||||
| 944 FIFTH AVE | NEW YORK | NY | 10021 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $667,367 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,134 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,501 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,501 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,598 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $695,903 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,795 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,795 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,541 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,541 | TotalTaxAmt |
| Distributable Before Adj | $32,254 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,254 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,254 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,177 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,254 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,489 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,217 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,944 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,636 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,405 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $123,691 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,923 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $324,614 | 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 | $3,489 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $321,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,217 | ExcessFromYear4Amt |
| Excess From Year3 | $37,944 | ExcessFromYear3Amt |
| Excess From Year2 | $26,636 | ExcessFromYear2Amt |
| Excess From Year1 | $41,405 | ExcessFromYear1Amt |
| Excess From Current Year | $200,923 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET Y | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | EXEMPT | CHARITABLE | $150,000 |
| ALZHEIMER'S DISEASE RESEARCH | |||||||
| 22512 GATEWAY CENTER DRIVE | CLARKSBURG | MD | 20871 | NONE | EXEMPT | CHARITABLE | $500 |
| ATLANTIC GOLF CLUB FOUNDATION | |||||||
| PO BOX 1890 | BRIDGEHAMPTON | NY | 11932 | NONE | EXEMPT | CHARITABLE | $1,500 |
| CHALLENGED ATHELETES | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | NONE | EXEMPT | CHARITABLE | $10,000 |
| MUSEUM OF MODERN ART | |||||||
| 11 W 53RD ST | NEW YORK | NY | 10019 | NONE | EXEMPT | CHARITABLE | $600 |
| PARK EAST SYNAGOGUE | |||||||
| 163 EAST 67TH STREET | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $1,000 |
| TEMPLE ISRAEL | |||||||
| 112 EAST 75TH ST | NEW YORK | NY | 10021 | NONE | EXEMPT | CHARITABLE | $28,658 |
| THE HARMONIE PRESERVATION FOUNDATION | |||||||
| 4 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $500 |
| THE MUSEUM AT ELDRIDGE STREET | |||||||
| 12 ELDRIDGE ST | NEW YORK | NY | 10002 | NONE | EXEMPT | CHARITABLE | $5,000 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | EXEMPT | CHARITABLE | $4,500 |
| UPPER EAST SIDE HATZOLAH | |||||||
| 125 E 85TH ST | NEW YORK | NY | 10028 | NONE | EXEMPT | CHARITABLE | $1,000 |
| WEILL CORNELL MEDICINE | |||||||
| 1300 YORK AVENUE BOX 314 | NEW YORK | NY | 10065 | NONE | EXEMPT | CHARITABLE | $25,000 |
| WHITNEY MUSEUM OF AMERICAN ART | |||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NONE | EXEMPT | CHARITABLE | $650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $228,908 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,461 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $191,510 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $191,510 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | REVERSAL OF 2022 CHARITABLE DONATION TO ATLANTIC GOLF CLUB FOUNDATION | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,169 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,169 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY BROKERAGE | StockNm |
| EOY Book Value | $171,423 | EOYBookValueAmt |
| EOYFMV | $521,454 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $8,655 | $8,655 | $0 |
| FILING FEES | $100 | $0 | $100 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $29 | $29 | $0 |
| EXCISE TAXES | $927 | $0 | $0 |
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