BADER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BADER FAMILY FOUNDATION (EIN 27-6359747)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202513219349106376
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:26:07-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341884125 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4722 N 24TH ST STE 300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85016 | 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 | 276359747 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BADER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BADE | BusinessNameControlTxt |
| Phone | 7033996738 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1236 N STAFFORD ST | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS BADER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7033996738 | 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 | AMY A O'LOUGHLIN | PreparerPersonNm |
| PTIN | P00869687 | PTIN |
| Phone | 6022646835 | PhoneNum |
| Preparation | 2025-11-17 | 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 | $81,298,571 | 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 |
| Interest On Sav Rev And Expnss | $454,706 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $454,706 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,013,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,013,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,666,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $27,096,915 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,666,743 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,479,233 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,479,233 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,614,531 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,614,531 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,483 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,387 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $658,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $658,724 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $117,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $34,543 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,961 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $69,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $46,311 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $904,486 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $771,061 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,387 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,343,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,343,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,248,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $771,061 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,356,187 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,366,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,843,470 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,035,558 | CashBOYAmt |
| Cash EOY | $3,569,058 | CashEOYAmt |
| Cash EOYFMV | $3,569,058 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,044,295 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,200,582 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,200,582 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $35,501,140 | CorporateStockBOYAmt |
| Corporate Stock EOY | $32,133,821 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $20,260,904 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $32,523,592 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,181,784 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $48,268,027 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $76,104,585 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,085,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $81,298,571 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $188,387 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $188,387 | 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 | $76,104,585 | RetainedEarningBOYAmt |
| Retained Earning EOY | $79,896,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $76,104,585 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $79,896,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $76,104,585 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,085,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $76,104,585 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,366,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,051,336 | OtherIncreasesAmt |
| Subtotal | $80,522,166 | SubtotalAmt |
| Other Decreases | $625,308 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $79,896,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (42 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| LOSS ON DOUBLE BLUE ARGENTINA INVESTMENT | P | $837,838 | -$837,838 | -$837,838 | |
| GAIN ON EMERGING VALUE OPPORTUNITIES INVESTMENT | P | $2,116,901 | $2,883,099 | $2,883,099 | $5,000,000 |
| INTERACTIVE BROKERS | P | $1,765,983 | -$317,221 | -$317,221 | $1,448,762 |
| RIVERSTONE CR OPP | P | $148,837 | $6,678 | $6,678 | $155,515 |
| CHINA SHINEWAY | P | $231,389 | $155,956 | $155,956 | $387,345 |
| CHINA SHINEWAY | P | $100,326 | $73,979 | $73,979 | $174,305 |
| JADESTONE | P | $81,290 | -$23,743 | -$23,743 | $57,547 |
| JADESTONE | P | $1,407 | $2,921 | $2,921 | $4,328 |
| JADESTONE | P | $7,037 | $14,604 | $14,604 | $21,641 |
| YAMADA CORP | P | $55,910 | $35,526 | $35,526 | $91,436 |
| CORNERSTONE STRATEGIC | P | $5,956 | -$3,559 | -$3,559 | $2,397 |
| CORNERSTONE TOTAL RETURN | P | $4,880 | $139 | $139 | $5,019 |
| CRYSTAL INTL GROUP LTD | P | $54,874 | $30,616 | $30,616 | $85,490 |
| KOLIBRI GLOBAL ENERGY | P | $40,610 | $201,294 | $201,294 | $241,904 |
| KOLIBRI GLOBAL ENERGY | P | $11,951 | $59,238 | $59,238 | $71,189 |
| KOLIBRI GLOBAL ENERGY | P | $11,255 | $55,787 | $55,787 | $67,042 |
| NISSHIN FUDOSAN CO LTD | P | $96,369 | $2,318 | $2,318 | $98,687 |
| NISSHIN FUDOSAN CO LTD | P | $52,950 | -$2,513 | -$2,513 | $50,437 |
| JADESTONE ENERGY PLC | P | $11,508 | $23,884 | $23,884 | $35,392 |
| KOLIBRI GLOBAL ENERGY | P | $22,219 | $110,316 | $110,316 | $132,535 |
| GOLDPAC GROUP LTD | P | $94,597 | -$33,941 | -$33,941 | $60,656 |
| NISSHIN FUDOSAN CO LTD | P | $219,919 | $10,794 | $10,794 | $230,713 |
| RIVERSTONE | P | $90,365 | $17,438 | $17,438 | $107,803 |
| CATCO REINS | P | $47,272 | $47,272 | $47,272 | |
| WEISS KOREA | P | $245,095 | -$118,504 | -$118,504 | $126,591 |
| YAMADA CORP | P | $55,201 | -$24,410 | -$24,410 | $30,791 |
| NISSHIN FUDOSAN CO LTD | P | $19,062 | $47,445 | $47,445 | $66,507 |
| APT SATELLITE HOLDINGS | P | $63,242 | -$39,859 | -$39,859 | $23,383 |
| QINGLING MOTORS CO LTD | P | $108,893 | -$54,418 | -$54,418 | $54,475 |
| TAU CAPITAL PLC | P | $139,033 | -$139,033 | -$139,033 | |
| AUERBACH AXOS 9531 | P | $605,656 | -$42,178 | -$42,178 | $563,478 |
| BULL AND BEAR - TECG STOCK | P | $47,053 | $28,084 | $28,084 | $75,137 |
| BULL AND BEAR - PREN STOCK | P | $12,058 | $6,699 | $6,699 | $18,757 |
| BULL AND BEAR - PREN STOCK | P | $5,405 | $3,003 | $3,003 | $8,408 |
| INTERACTIVE BROKERS | P | $15,417,666 | $1,031,384 | $1,031,384 | $16,449,050 |
| HAIER SMART HOME CO LTD-D | P | $80,218 | $32,969 | $32,969 | $113,187 |
| TECHNOVATOR INTERNATIONAL LT | P | $63,969 | -$24,135 | -$24,135 | $39,834 |
| BEXIMCO PHARMACEUTICALS | P | $60,388 | $718 | $718 | $61,106 |
| JADESTONE ENERGY | P | $162,153 | $30,331 | $30,331 | $192,484 |
| BEXIMCO PHARMACEUTICALS | P | $36,393 | -$1,195 | -$1,195 | $35,198 |
| CAPITAL GAIN DISTRIBUTION | P | $661,114 | $661,114 | $661,114 | |
| AUERBACH GRAYSON RUSSIAN STOCK | P | $244,316 | -$244,316 | -$244,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,666,743 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $81,224 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $81,224 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $81,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,804 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,804 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,046 | EsPenaltyAmt |
| Tax Due | $5,466 | 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 | TX | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | HANS BADER | IndividualWithBooksNm |
| Phone | 7033996738 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1236 N STAFFORD ST | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HANS BADER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1236 N STAFFORD ST | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $20,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $17,988,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,864,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $48,268,027 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,120,562 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,120,562 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,141,808 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $74,978,754 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,748,938 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,748,938 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $81,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $81,224 | TotalTaxAmt |
| Distributable Before Adj | $3,667,714 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,667,714 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,667,714 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,356,187 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,356,187 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,667,714 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,173,846 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,356,187 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,173,846 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,485,373 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LARS BADER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O FLSV LLP 1475 FRANKLIN AVENUE | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5168748800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS WILL BE REQUIRED TO SUBMIT BIOGRAPHICAL INFORMATION AND SUPPORTING MATERIAL, INCLUDING INFORMATION ON THEIR ACADEMIC AND PROFESSIONAL PLANS AND LISTS OF PUBLICATIONS, IF ANY. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ROLLING | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | ||||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $90,000 | |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1150 SEVENTEENTH STREET NW | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $17,000 | |
| BECKET FUND FOR RELIGIOUS LIBERTY | ||||||||
| 1200 NEW HAMPSHIRE AVE NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $210,000 | |
| CENTER FOR EQUAL OPPORTUNITY | ||||||||
| 7700 LEESBURG PIKE SUITE 231 | FALLS CHURCH | VA | 22043 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,800 | |
| CENTER FOR INDIVIDUAL RIGHTS | ||||||||
| 1100 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $300,000 | 625 |
| CENTER FOR PROSECUTOR INTEGRITY | ||||||||
| PO BOX 1221 | ROCKVILLE | MD | 20849 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $120,000 | |
| CENTER OF THE AMERICAN EXPERIMENT | ||||||||
| 8421 WAYZATA BOULEVARD SUITE 110 | GOLDEN VALLEY | MN | 55462 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $30,000 | |
| COMPETITIVE ENTERPRISE INSTITUTE | ||||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $12,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $158,000 | |
| DO NO HARM | ||||||||
| 11357 NUCKOLS ROAD PMB 115 | GLEN ALLEN | VA | 23059 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $18,000 | |
| ETHICS AND PUBLIC POLICY CENTER | ||||||||
| 1730 M STREET NW SUITE 910 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $7,000 | |
| FAMILY REUNION | ||||||||
| 10030 SCENIC VIEW TERRACE | VIENNA | VA | 22812 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $400,000 | |
| FOUNDATION FOR INDIVIDUAL RIGHTS IN EDUCATION | ||||||||
| 510 WALNUT STREET SUITE 1250 | PHILADELPHIA | AZ | 19106 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | |
| GEORGE MASON UNIVERSITY FOUNDATION | ||||||||
| 4400 UNIVERSITY DRIVE MSN 1A3 | FAIRFAX | DC | 22030 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $60,000 | |
| GOLDWATER INSTITUTE | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $15,000 | |
| HAMILTON LINCOLN LAW INSTITUTE | ||||||||
| 1629 K STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $200,000 | |
| INDEPENDENT INSTITUTE | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $8,000 | |
| INSTITUTE FOR FREE SPEECH | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $45,000 | 801 |
| JAMES G MARTIN CENTER FOR ACADEMIC RENEWAL | ||||||||
| 353 E SIX FORKS ROAD SUITE 200 | RALEIGH | NC | 27609 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | |
| LEADERSHIP INSTITUTE | ||||||||
| 1101 NORTH HIGHLAND STREET | ARLINGTON | VA | 22201 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | |
| LIBERTY JUSTICE CENTER | ||||||||
| 440 NORTH WELLS STREET SUITE 200 | CHICAGO | IL | 60654 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $35,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH | ||||||||
| 52 VANDERBILT AVENUE | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $68,000 | |
| MOUNTAIN STATES LEGAL FOUNDATION | ||||||||
| 2596 SOUTH LEWIS WAY | LAKEWOOD | CO | 80227 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $150,000 | |
| NATIONAL ASSOCIATION OF SCHOLARS | ||||||||
| 420 MADISON AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $12,000 | |
| NATIONAL PARENTS ORGANIZATION | ||||||||
| 716 BEACON STREET 590548 | NEWTON CENTRE | MA | 02459 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $108,000 | |
| NEW CIVIL LIBERTIES ALLIANCE | ||||||||
| 1225 19TH STREET NW SUITE 450 | WASHINGTON | DC | 20056 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | |
| PACIFIC LEGAL FOUNDATION | ||||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $123,000 | |
| PARENTS DEFENDING EDUCATION | ||||||||
| 4532 LEE HWY 119 | ARLINGTON | VA | 22207 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $247,000 | |
| PUBLIC INTEREST LEGAL FOUNDATION | ||||||||
| 107 S WEST STREET SUITE 700 | ALEXANDRIA | VA | 22314 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $4,000 | |
| REAL CLEAR MEDIA FUND | ||||||||
| 1747 PENNSYLVANIA AVE NW STE 1000 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $10,000 | |
| SPEECH FIRST | ||||||||
| 1300 I ST NW SUITE 400E | WASHINGTON | DC | 20005 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $430,000 | |
| STUDENT FREE PRESS ASSOCIATION | ||||||||
| PO BOX 76 | HILLSDALE | MI | 49242 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $20,000 | |
| THE HERITAGE FOUNDATION | ||||||||
| 214 MASSACHUSETTS AVENUE NE | WASHINGTON | DC | 20002 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $32,000 | |
| THOMAS JEFFERSON INSTITUTE FOR PUBLIC POLICY | ||||||||
| 7011 DREAMS WAY COURT | ALEXANDRIA | VA | 22315 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $8,000 | |
| VIRGINIA VICTIM ASSISTANCE NETWORK | ||||||||
| 8600 QUIOCCASIN ROAD SUITE 206 | RICHMOND | VA | 23229 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $5,000 | |
| WISCONSIN INSTITUTE FOR LAW & LIBERTY | ||||||||
| 330 E KILBOURN AVE 725 | MILWAUKEE | WI | 53202 | NONE | PC | GENERAL CHARITABLE CONTRIBUTION | $321,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,343,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $454,706 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,013,849 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,479,233 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,666,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,614,531 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,614,531 | 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 | 1 | LineNumberTxt |
| Relationship Statement | N/A | 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 | $23,870 | Amt |
| Net Investment Income | $21,483 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,387 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERACTIVE BROKERS LLC #4125 | $6,736,299 | $6,749,890 |
| THRACIAN CAPITAL MGNT SEZC | $44,884 | $44,884 |
| JP MORGAN EQUITY | $1,589,526 | $1,488,742 |
| CITI BANK | $915,873 | $1,055,425 |
| INTERACTIVE BROKERS 2624- EQUITY | $272,620 | $354,402 |
| AUERBACH AXOS 4442- EQUITIES | $22,574,619 | $10,567,561 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LSV SPECIAL OPPORTUNITIES III | AT COST | $808,890 | $709,461 |
| ERSTE/BULL AND BEAR | AT COST | $501,739 | $734,136 |
| LSV SPEC OPPS FUND V CL C | AT COST | $1,689,453 | $5,163,288 |
| LSV SPEC OPPS FUND V CL C JUNE | AT COST | $796,646 | $3,279,201 |
| LSV SPEC OPPS FUND V CL C FEB | AT COST | $1,699,829 | $5,248,999 |
| BTG PACTUAL | AT COST | $8,856,089 | $8,856,089 |
| ANGION BIOMEDICA CORP | AT COST | $70,000 | $55,543 |
| STARBOARD SPECIAL SITUATIONS | AT COST | $695,392 | $695,392 |
| NEW GLOBE SCHOOLS | AT COST | $570,000 | $570,000 |
| OCEAN CAPITAL LLC | AT COST | $2,077,785 | $2,077,785 |
| LSV SPEC OPPO FUND VI - CL A | AT COST | $9,365,185 | $10,769,437 |
| LSV SPEC OPPO FUND VI - CL Z | AT COST | $2,345,792 | $3,666,898 |
| LSV SPEC OPPO DOMES FIND VI CL Z-6 | AT COST | $778,458 | $1,009,201 |
| LSV SPECIAL OPPO FUND VI Z-5 | AT COST | $1,341,031 | $1,312,092 |
| SAILDRONE | AT COST | $512,500 | $512,500 |
| LSV SPECIAL OPPO FUND IV CL F | AT COST | $0 | $535,010 |
| LSV SPECIAL OPPO FUND VII CLASS C | AT COST | $41,896 | $41,896 |
| GSP CAPSTAN ACCESS FUND LLC | AT COST | $1,000,125 | $1,000,125 |
| GSP RADAR ACCESS FUND LLC | AT COST | $897,774 | $897,774 |
| IC SECURITIES | AT COST | $333,200 | $333,200 |
| DERMANSENSOR | AT COST | $400,000 | $400,000 |
| ALIYA KLARANA | AT COST | $400,000 | $400,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $625,308 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOK/TAX DIFFERENCES | $7,819 | $0 | $0 |
| PORTFOLIO EXPENSE | $46,311 | $46,311 | $0 |
| MISCELLANEOUS EXPENSE | $15,258 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| GAIN ON CURRENCY EXCHANGE | $1,301 | $1,301 | $1,301 |
| SPECIAL OPPORTUNITY FUND INCOME | $1,383,751 | $1,383,751 | $1,383,751 |
| MISCELLANEOUS INCOME | $94,181 | $94,181 | $94,181 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN/LOSS | $1,477,962 |
| UNREALIZED GAIN/LOSS | $573,374 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNSETTLED TRANSFERS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $188,387 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENTS FEES | $241,015 | $241,015 | $0 |
| MANAGEMENT FEES | $225,419 | $225,419 | $0 |
| PERFORMANCE FEES | $192,290 | $192,290 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $83,000 | $0 | $0 |
| FOREIGN TAX | $27,543 | $27,543 | $0 |
| STATE TAX | $7,000 | $7,000 | $0 |
Comments