JULES AND GWEN KNAPP CHARITABLE FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JULES AND GWEN KNAPP CHARITABLE FOUNDATION (EIN 36-3381401)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-20
- IRS object ID
- 202602329349101050
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-20T10:22:50-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 423603499 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 NICOLLET MALL STE 1300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 554027033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363381401 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JULES AND GWEN KNAPP CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULE | BusinessNameControlTxt |
| Phone | 5616594040 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 ROYAL PALM WAY SUITE 300 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELYSE KNAPP SOLLENDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5616594040 | PhoneNum |
| Signature | 2026-08-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIM HUNWARDSEN | PreparerPersonNm |
| PTIN | P00484560 | PTIN |
| Phone | 6122536500 | PhoneNum |
| Preparation | 2026-08-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $101,802,427 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $102,428 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,924,771 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,924,771 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,903,018 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,448,927 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,005,062 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $36,553 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$79,786 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,966,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,850,047 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $240,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $216,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,486 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,486 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,386 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $48,386 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $352,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $352,376 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $51,712 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,147 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,147 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,643 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $739,750 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $376,376 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $311,662 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,477,805 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,477,805 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,217,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $376,376 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,789,467 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,749,215 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,473,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $65,522 | CashBOYAmt |
| Cash EOY | $74,669 | CashEOYAmt |
| Cash EOYFMV | $74,669 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,770,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,107,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,107,903 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $66,818,596 | CorporateStockBOYAmt |
| Corporate Stock EOY | $77,139,642 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,139,642 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $19,170,494 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,237,197 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,237,197 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,469,388 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,243,016 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,243,016 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $92,294,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,802,427 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $101,802,427 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $77,694 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $35,308 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $77,694 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $35,308 | 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 | $92,216,580 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,767,119 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $92,216,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,767,119 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $92,294,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,802,427 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $92,216,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,749,215 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,801,324 | OtherIncreasesAmt |
| Subtotal | $101,767,119 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,767,119 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $34,447,050 | $31,443,865 | $3,003,185 | $3,003,185 |
| CAPITAL GAINS DIVIDENDS | P | $1,877 | $1,877 | $1,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,005,062 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $62,184 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $62,184 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $62,184 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $37,040 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $26,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $63,540 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,162 | EsPenaltyAmt |
| Overpayment | $194 | OverpaymentAmt |
| Applied To ES Tax | $194 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | ELYSE KNAPP SOLLENDER | IndividualWithBooksNm |
| Phone | 5616594040 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 ROYAL PALM WAY SUITE 300 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| SUSAN KNAPP SCHULMAN | ||||||||
| 251 ROYAL PALM WAY SUITE 300 | PALM BEACH | FL | 33480 | PRESIDENT | 40.00 | $120,000 | $0 | $0 |
| ELYSE KNAPP SOLLENDER | ||||||||
| 251 ROYAL PALM WAY SUITE 300 | PALM BEACH | FL | 33480 | VICE PRESIDENT/TREASURER | 40.00 | $120,000 | $0 | $0 |
| JOHN W RANDOLPH JR | ||||||||
| 251 ROYAL PALM WAY SUITE 300 | PALM BEACH | FL | 33480 | DIRECTOR | 0.30 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JP MORGAN | |||||
| 3825 PGA BLVD FLOOR 9 | PALM BEACH GARDENS | FL | 33410 | INVESTMENT MANAGEMENT | $179,484 |
| BANK OF AMERICA | |||||
| PO BOX 830269 | DALLAS | TX | 75283 | INVESTMENT MANAGEMENT | $172,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $93,439,798 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,351,968 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $96,791,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $96,791,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,451,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $95,339,890 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,766,995 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,766,995 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $62,184 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $62,184 | TotalTaxAmt |
| Distributable Before Adj | $4,704,811 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,704,811 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,704,811 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,789,467 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,789,467 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,704,811 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,731,943 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,789,467 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,731,943 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $57,524 | 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 | $4,647,287 | 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 | SUSAN K SCHULMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 ROYAL PALM WAY SUITE 300 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616594040 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITTED IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE DETAILED STATEMENT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 251 ROYAL PALM WAY SUITE 300 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusCd |
| Grant Or Contribution Purpose | GENERAL PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $2,477,805 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,477,805 | 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 | $1,924,771 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,553 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,903,018 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,864,342 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,864,342 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULES F KNAPP ESTATE | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 251 ROYAL PALM WAY SUITE 300 | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $102,428 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,386 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $48,386 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CONTRIBUTIONS PAID DURING 2025 | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PAGE 11, PART XIV | FormAndLineReferenceDesc |
| Medium Explanation | AMERICAN FRIENDS OF THE HEBREW UNIVERSITY - $70,00020 N. WACKER DRIVE, #2020CHICAGO, IL 60606NATIONAL CENTER FOR INNOVATION IN CHILDREN'S RESILIENCE TRAUMA AND MENTAL HEALTH/ INNOVATION GROUP FOR DD /ID CHILDREN AND SCHOLARSHIP FOR STUDENTS PARTICPATING IN THE RESEARCH WITHIN THE INNOVATION GROUP- GENERAL OPERATIONS.PUBLIC CHARITY AMERICAN FRIENDS OF MAGEN DAVID ADOM - $50,00020 W 36TH STREET 1100 NEW YORK, NY 10018FUNDING FOR ISRAEL'S RED CROSS- NAT'L EMERGENCY MEDICAL, DISASTER, AND BLOOD BANK SERVICES - GENERAL OPERATIONS.PUBLIC CHARITYBRADY CENTER TO PREVENT GUN VIOLENCE - $75,000840 FIRST STREET NE 400WASHINGTON, DC 20002PREVENT GUN VIOLENCE THROUGH DIFFERENT INITIATIVES - GENERAL OPERATIONS.PUBLIC CHARITYCHABAD OF HYDE PARK - $7,2005700 SOUTH WOODLAWN AVENUECHICAGO, IL, 60637-1603GENERAL OPERATIONS.PUBLIC CHARITYCOMMUNITY FOUNDATION MARTIN-ST. LUCIE COUNTY - $5,000851 SE MONTEREY COMMONS BLVDSTUART, FL 34996PROVIDES SCHOLARSHIP TO HIGH SCHOOL SENIORS ATTENDING 4-YEAR UNIVERSITIES, MAJORING IN BUSINESS - GENERAL OPERATIONS.PUBLIC CHARITYCONGREGATION BETH EL - $30,0008660 GILMAN DRIVELA JOLLA, CA 92037SYNAGOGUE - GENERAL OPERATIONS.PUBLIC CHARITYDESCENDANTS MEDIA GROUP NFP, INC. - $10,0001230 N STATE PARKWAY, APT. 200CHICAGO, IL 60610STORY TELLING PLATFORM THAT CONNECTS VISITORS TO INFORMATION ON WWII & NUREMBERG TRIALS - GENERAL OPERATIONS. PUBLIC CHARITYDESIGN MUSEUM OF CHICAGO - $25,00072 E RANDOLPH STCHICAGO, IL 60601CHICAGO SUKKAH FESTIVAL- BUILDS SUKKAHS TO ENCOURAGE CROSS CULTURAL LEARNING IN A STRUGGLING NEIGHBORHOOD - GENERAL OPERATIONS.PUBLIC CHARITYFAMILY FOCUS - $25,000910 W VAN BUREN ST, STE 400CHICAGO, IL 60607SUPPORT FAMILIES AS THEY BUILD SOCIAL CAPITAL AND ACHIEVE UPWARD ECONOMIC MOBILITY - GENERAL OPERATIONS.PUBLIC CHARITYFEEDING SAN DIEGO - $40,0009477 WAPLES ST, STE 100SAN DIEGO, CA 92121RESCUES FOOD FROM FARMS, GROCERY STORES AND MORE TO DISTRIBUTE TO FOOD INSECURE - GENERAL OPERATIONS.PUBLIC CHARITYFLORIDA OCEANOGRAPHIC SOCIETY - $5,000890 NE OCEAN BLVDSTUART, FL 34996PROMOTES ENVIRONMENTAL STEWARDSHIP OF FLORIDA'S COASTAL ECOSYSTEMS - GENERAL OPERATIONS.PUBLIC CHARITYFRIENDS OF THE ISRAEL DEFENSE FORCES - $20,000P.O. BOX 4224NEW YORK, NY 10163EMERGENCY FUNDS TO HELP SOLDIERS WITH LIFE THREATENING NEEDS AND SUPPLIES - GENERAL OPERATIONS.PUBLIC CHARITYFRIENDS OF THE ISRAEL DEFENSE FORCES - $55,000P.O. BOX 4224NEW YORK, NY 10163MAMRIOT PROGRAM FOR GIRLS IN TECHNOLOGY - GENERAL OPERATIONS.PUBLIC CHARITYHEBREW FREE LOAN SAN DIEGO - $35,0009404 GENESEE AVENUE, STE 200LA JOLLA, CA 92037PROVIDES INTEREST FREE LOANS TO JEWISH COMMUNITY AND PROFESSIONALS WORKING IN JEWISH COMMUNITIES - GENERAL OPERATIONS.PUBLIC CHARITYHILLEL OF SAN DIEGO - $40,0005717 LINDO PASEOSAN DIEGO, CA 92115SUPPORTS JEWISH STUDENTS ON SAN DIEGO CAMPUSES. DIRECTED TO ISRAEL WEEK - GENERAL OPERATIONS. PUBLIC CHARITYILLINOIS HOLOCAUST MUSEUM - $10,0009603 WOODS DRSKOKIE, IL 60077PROVIDES EDUCATION ABOUT HOLOCAUST - GENERAL OPERATIONS.PUBLIC CHARITYIMPACT CUBED (MGSDII PROJECT) - $25,000441 SAXONY ROAD ENCINITAS, CA 92024SUPPORTS EVACUATED ISRAEL'S, ADVOCATES FOR HOSTAGES, ASSISTS BEREAVED FAMILIES WITH EXPENSES - GENERAL OPERATIONS.PUBLIC CHARITYJEFFREY D. SOLLENDER COLLEGE SCHOLARSHIP - $70,0004950 MURPHY CANYON RDSAN DIEGO, CA 92123AWARDS SCHOLARSHIPS TO FIRST GENERATION HIGH SCHOOL STUDENTS TO UNIVERSITY OF THEIR CHOICE - GENERAL OPERATIONS. PUBLIC CHARITYJEWISH CHILDREN AND FAMILY SERVICES - $50,000230 W. MONROE, SUITE 1100CHICAGO, IL 60606SUPPORT FOR NEW IMMIGRANTS TO CHICAGO NEEDING EMERGENCY HOUSING- GENERAL OPERATIONS.PUBLIC CHARITYJEWISH CHILDREN AND FAMILY SERVICES - $82,000230 W. MONROE, SUITE 1100CHICAGO, IL 60606SUPPORT FOR ENRICHMENT PROGRAMMING AT THE SCHOOL AND SUPPORT FOR FAMILIES CARING FOR CHILDREN WITH SPECIAL NEEDS- GENERAL OPERATIONS.PUBLIC CHARITYJEWISH COUNCIL ON URBAN AFFAIRS (JCUA) - $25,0004411 N. RAVENSWOOD #300CHICAGO, IL 60640GENERAL OPERATIONS.PUBLIC CHARITYJEWISH FAMILY SERVICES OF SAN DIEGO - $25,0008404 BALBOA AVENUESAN DIEGO, CA 92123MENTAL HEALTH PLANNING GRANT FOR NEW INITIATIVE - GENERAL OPERATIONS.PUBLIC CHARITYJEWISH FEDERATION OF LOS ANGELES - $20,0006505 WILSHIRE BLVDLOS ANGELES, CA 90048FOR EMERGENCY WILDFIRE ASSISTANCE - GENERAL OPERATIONS.PUBLIC CHARITYJEWISH FEDERATION OF SAN DIEGO - $75,000 4950 MURPHY CANYON ROADSAN DIEGO, CA 92123TO DEEPEN JEWISH LIFE AND STRENGTHEN JEWISH IDENTITY. FUNDING TOWARD ACADEMY OF CRITICAL THINKERS PROGRAM - GENERAL OPERATIONS.PUBLIC CHARITYJEWISH FREE LOAN ASSOCIATION - $50,0006505 WILSHIRE BOULEVARD, SUITE 715LOS ANGELES, CA 90048WILDFIRE RELIEF FUND.PUBLIC CHARITYJEWISH FUNDERS NETWORK - $3,605150 1 30TH ST ROOM 900NEW YORK CITY, NY 10001-4125GENERAL OPERATIONS.PUBLIC CHARITYJEWISH UNITED FUND - $50,00030 S WELLS STCHICAGO, IL 60606GENERAL OPERATIONS. PUBLIC CHARITYJUST IN TIME FOR FOSTER YOUTH - $50,0004560 ALVARADO CANYON RD, SUITE 2GSAN DIEGO, CA 92120SUPPORTS YOUTH 18-26 THAT HAVE AGED OUT OF FOSTER CARE SYSTEM - GENERAL OPERATIONS.PUBLIC CHARITYLAWRENCE FAMILY JEWISH COMMUNITY CENTERS OF SAN DIEGO COUNTY - $20,000 4126 EXECUTIVE DRIVELA JOLLA, CA 92037CONNECTS THE COMMUNITY TO JEWISH HERITAGE BY OFFERING A VAST ARRAY OF PROGRAMS AND SERVICES - GENERAL OPERATIONS.PUBLIC CHARITYMERIT SPREAD FOUNDATION INC. - $36,00018851 NE 29TH AVE., STE 600AVENTURA, FL 33180FAMILY SUPPORT SERVICES - GENERAL OPERATIONS.PUBLIC CHARITYMGSDII - $65,000441 SAXONY ROAD ENCINITAS, CA 92024BRINGS ISRAELIS TO TEACH ON SAN DIEGO CAMPUSES ENABLING STUDENTS TO LEARN ABOUT MODERN ISRAEL - GENERAL OPERATIONS.PUBLIC CHARITYNECHAMA-JEWISH RESPONSE TO DISASTER - $18,000P.O. BOX 17249SAINT PAUL, MN 55117JEWISH ORGANIZATION OFFERING DIRECT SERVICES IN US FOLLOWING NATURAL DISASTERS - GENERAL OPERATIONS.PUBLIC CHARITYOLD GLOBE THEATRE - $20,000 1363 OLD GLOBE WAYSAN DIEGO, CA 92101MISSION IS TO PRESERVE, STRENGTHEN AND ADVANCE AMERICAN THEATER. GIFT SUPPORTS CREATIVE YOUTH THEATER.PUBLIC CHARITYSARI ASHER CENTER FOR INTEGRATIVE CANCER CARE - $10,0003401 PGA BLVD.,PALM BEACH GARDENS, FL 33410HOLITICALLY SUPPORTS CANCER SURVIVORS AND THEIR FAMILIES - GENERAL OPERATIONS.PUBLIC CHARITYSUKKAT SHALOM CONGREGATION - $18,0001001 CENTRAL AVE.,WILMETTE, IL 60091GENERAL OPERATIONS.PUBLIC CHARITYTHE ARK - $68,0006450 N CALIFORNIA AVECHICAGO, IL 60645PROVIDES CASE MANAGEMENT, MENTAL HEALTH SERVICES, A DAY PROGRAM FOR OVER 150 ADULTS - GENERAL OPERATIONS.PUBLIC CHARITYTHE NIGHT MINISTRY - $15,0001735 N ASHLAND AVENUE STE. 2000CHICAGO, IL 60622HELP THE UNHOUSED & THOSE EXPERIENCING POVERTY. FUNDING TO SUPPORT YOUTH AT WEST TOWN - GENERAL OPERATIONS. PUBLIC CHARITYTHE RED TENT FUND - $25,0002020 PENNSYLVANIA AVE, NW #264WASHINGTON, DC 20006ABORTION FUND ROOTED IN JEWISH VALUES AND TEACHINGS THAT AFFIRM THE RIGHT TO ABORTION FOR ALL - GENERAL OPERATIONS.PUBLIC CHARITYUNIVERSITY OF CHICAGO BURN & COMPLEX WOUND CENTER FUND - $50,0005232 S. HARPER CT, 4TH FLCHICAGO, IL 60615SUPPORTS RESEARCH AND PROVIDES EDUCATION FOR BURN SURVIVORS AND FAMILIES - GENERAL OPERATIONS.PUBLIC CHARITYUNIVERSITY OF CHICAGO ORAC - $1,000,0005801 S. ELLIS AVE.CHICAGO ILLINOIS 60637ONCOLOGY RAPID ASSESSMENT CLINIC HOUSED IN THE NEW ABBVIE CANCER PAVILLION - GENERAL OPERATIONS. PUBLIC CHARITYURBAN YOUTH IMPACT INC. - $10,0002823 N AUSTRALIAN AVEWEST PALM BEACH, FL 33407EMPOWER INNER CITY YOUTH - GENERAL OPERATIONS.PUBLIC CHARITYU.S. HOLOCAUST MEMORIAL MUSEUM - $75,000 100 RAOUL WALLENBERG PLACE SW WASHINGTON, DC 20024INSPIRES CITIZENS AND LEADERS WORLDWIDE TO CONFRONT HATRED, PROMOTE HUMAN DIGNITY - GENERAL OPERATIONS.PUBLIC CHARITYVETS CLOSET - $5,0001720 GREEN BAY RD,NORTH CHICAGO, IL, 60064PROVIDING DIGNITY AND HOPE FOR MILITARY VETERANS - GENERAL OPERATIONS.PUBLIC CHARITYWINGS FOR DOMESTIC VOLIENCE - $15,0005104 TOLLVIEW DR.ROLLING MEADOWS, IL 60008PROVIDES SAFE HOUSING, THERAPY TO MEN, WOMEN AND CHILDREN IN CASES OF DOMESTIC VIOLENCE - GENERAL OPERATIONS.PUBLIC CHARITY | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIXED INCOME - BANK OF AMERICA (DETAILS AVAIL UPON REQ) | $13,699,666 | $13,699,666 |
| FIXED INCOME - JP MORGAN (DETAILS AVAIL UPON REQ) | $4,537,531 | $4,537,531 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITY - BANK OF AMERICA (DETAILS AVAIL UPON REQ) | $34,542,282 | $34,542,282 |
| EQUITY - JP MORGAN (DETAILS AVAIL UPON REQ) | $42,597,360 | $42,597,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENT - BANK OF AMERICA (DETAILS AVAIL UPON REQ) | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,243,016 | BookValueAmt |
| EOYFMV | $2,243,016 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $25,486 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,486 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,313 | $0 | $2,313 |
| POSTAGE | $543 | $0 | $543 |
| TELEPHONE | $1,567 | $0 | $1,567 |
| TECHNOLOGY | $1,011 | $0 | $1,011 |
| BOARD AND GRANT MANAGEMENT FEES | $680 | $0 | $680 |
| DUES & SUBSCRIPTIONS | $4,675 | $0 | $4,675 |
| EDUCATION & JOB RECRUITMENT EXPENSE | $3,854 | $0 | $3,854 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTION | $30,487 | $0 | $30,487 |
| ALLOCATED PARTNERSHIP INCOME | -$85,852 | ||
| OTHER INVESTMENT INCOME | $6,066 | $6,066 | $6,066 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $7,801,324 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $352,376 | Amt |
| Net Investment Income | $352,376 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $51,712 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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