PHILIP LEHMAN FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PHILIP LEHMAN FOUNDATION INC (EIN 13-6094017)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-27
IRS object ID
202513009349101056
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)
Return2025-10-27T13:08:36-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812276003PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HERTZ HERSON CPA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136094017EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PHILIP LEHMAN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone2126867160PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUE 34TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPHILIP H ISLESPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2126867160PhoneNum
Signature2025-10-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIAN J GLOZNEKPreparerPersonNm
PTINP00106849PTIN
Phone2126867160PhoneNum
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$184,545FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$142InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$142InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,928DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,928DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,398NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$37,041GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,398CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$264OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$14,204TotalRevAndExpnssAmt
Total Net Invst Incm$14,468TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,010OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$834OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$175OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,025TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$834TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$175TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$8,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$8,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$9,025TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$834TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$8,175TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,179ExcessRevenueOverExpensesAmt
Net Investment Income$13,634NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$5,226SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,324SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,324SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$71,677CorporateStockBOYAmt
Corporate Stock EOY$80,758CorporateStockEOYAmt
Corporate Stock EOYFMV$183,221CorporateStockEOYFMVAmt
Total Assets BOY$76,903TotalAssetsBOYAmt
Total Assets EOY$82,082TotalAssetsEOYAmt
Total Assets EOYFMV$184,545TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$46,278CapitalStockBOYAmt
Capital Stock EOY$46,278CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$30,625RetainedEarningBOYAmt
Retained Earning EOY$35,804RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$76,903TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$82,082TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$76,903TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$82,082TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$76,903TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,179ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$82,082SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$82,082TotNetAstOrFundBalancesEOYAmt

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
COVERED TRANSACTIONS - LONG TERM$37,017$24,643$12,374$12,374
LITIGATION PROCEEDS$24$24$24
FieldValueIRS element (for citing)
Capital Gain Net Income$12,398CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$190InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$190SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$190TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksHERTZ HERSON CPA LLPIndividualWithBooksNm
Phone2126867160PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1575 LEXINGTON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

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
PHILIP H ISLES
955 LEXINGTON AVENUENEW YORKNY10021PRESIDENT0.00$0$0$0
ADAM ISLES
1411 30TH STREET NWWASHINGTONDC20007TREASURER0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$164,030AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,531AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$167,561TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$167,561AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$2,513CashDeemedCharitableAmt
Net Vl Noncharitable Assets$165,048NetVlNoncharitableAssetsAmt
Minimum Investment Return$8,252MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$8,252MinimumInvestmentReturnAmt
Tax Based On Investment Income$190TaxBasedOnInvestmentIncomeAmt
Total Tax$190TotalTaxAmt
Distributable Before Adj$8,062DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$8,062DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$8,062DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$8,175ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$8,175QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$8,062DistributableAsAdjustedAmt
Undistributed Income PY$6,445UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$8,175QualifyingDistributionsAmt
Applied To Year1$6,445AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,730AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$6,332UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHECKERBOARD FILM FOUNDATION
1 EAST 53RD STNEW YORKNY10022PCGENERAL TAX EXEMPT PURPOSES$2,000
SCHWARZMAN ANIMAL MEDICAL CENTER
510 EAST 62ND STREETNEW YORKNY10065PCGENERAL TAX EXEMPT PURPOSES$6,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$8,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$142ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,928ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,398ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdExclusionExclusionAmtUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCd
ENTERPRISE PRODUCTS PARTNERS211100-$257
OTHER INVESTMENT INCOME-$714

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$7UnrelatedBusinessTaxblIncmAmt
Exclusion$14,211ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,204TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
11ANOT APPLICABLE
11BNOT APPLICABLE

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionPURSUANT TO SECTION 4942(H)(2) OF THE INTERNAL REVENUE CODE, THE FOUNDATION HEREBY ELECTS TO APPLY $1,612 OF THE QUALIFYING DISTRIBUTIONS FROM THE YEAR ENDED DECEMBER 31, 2023 TO UNDISTRIBUTED INCOME FROM YEARS PRIOR TO 2022.ElectionDesc

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
60 SHS ALPHABET INC CL A$1,013$11,358
65 SHS AMAZON.COM INC$4,320$14,260
100 SHS APOLLO GLOBAL MGMT INC CL A$3,592$16,516
20 SHS APPLE INC$385$5,008
50 SHS BROADCOM INC$4,399$11,592
10 SHS COSTCO WHOLESALE CORP NEW$407$9,163
40 SHS JPMORGAN CHASE & CO$1,781$9,588
550 SHS MAGNITE INC$7,374$8,756
22 SHS MICROSOFT CORP$1,107$9,273
100 SHS NVIDIA CORP$4,694$13,429
50 SHS TJX COS INC NEW$2,575$6,041
50 SHS T-MOBILE US INC$6,300$11,037
15 SHS THERMO FISHER SCIENTIFIC INC$3,186$7,804
28 SHS VISA INC CL A$2,065$8,849
300 UTS ENTERPRISE PRODUCTS PARTNERS$2,951$9,408
85 SHS DELL TECHNOLOGIES INC$10,971$9,795
16 SHS GOLDMAN SACHS GROUP INC$6,622$9,162
575 SHS QUANTERIX CORP$9,586$6,112
12 SHS UNITEDHEALTH GROUP INC$7,430$6,070

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PORTFOLIO MANAGEMENT FEES$834$834$0
STATUTORY ADVERTISEMENT$125$0$125
NYS DEPT OF LAW$50$0$50
NON DEDUCTIBLE EXPENSE FROM PTP$1$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
ENTERPRISE PRODUCTS PARTNERS-$257-$257
OTHER INVESTMENT INCOME-$7-$7

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF EXCISE TAXCategoryTxt
Amt$15Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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