LANDAU FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- LANDAU FAMILY FOUNDATION (EIN 36-6089098)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-05-14
- IRS object ID
- 202421359349103692
- Schema version
- 2022v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T13:22:16-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 NORTH WACKER DRIVE SUITE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 366089098 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAND | BusinessNameControlTxt |
| Phone | 7732717639 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 577880 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606147880 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAY BERKSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7732717639 | PhoneNum |
| Signature | 2024-05-12 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KAY | PersonFirstNm |
| Person Last | BERKSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY FULLER | PreparerPersonNm |
| PTIN | P00776287 | PTIN |
| Phone | 3127268353 | PhoneNum |
| Preparation | 2024-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,735,860 | 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 | $52,467 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,467 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $122,518 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $122,518 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $783,119 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,061,655 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $783,119 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $195 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $195 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $958,299 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $958,299 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,084 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $9,300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,763 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,763 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $50,479 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $75 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $108,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,454 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $552,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $552,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $742,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $108,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $582,454 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $215,923 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $849,377 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $24,014 | CashBOYAmt |
| Cash EOY | $153,485 | CashEOYAmt |
| Cash EOYFMV | $153,485 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $166,604 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $351,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $351,292 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $50,000 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $1,275,612 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,332,834 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,250,797 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,411,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,306,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,579,944 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $412,147 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $403,798 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $392,887 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $7,455 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $7,455 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $6,339,650 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,555,573 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,735,860 | 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 | $6,339,650 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,555,573 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,339,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,555,573 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,339,650 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,555,573 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,339,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $215,923 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,555,573 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,555,573 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,061,655 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,278,536 | CostOrOtherBasisAmt |
| Gain Or Loss | $783,119 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $783,119 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $783,119 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $783,119 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,806 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,806 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,849 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $17,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,849 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,043 | OverpaymentAmt |
| Applied To ES Tax | $12,043 | 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 | IL | 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 | CITRIN COOPERMAN ADVISORS LLC | IndividualWithBooksNm |
| Phone | 3127268353 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 123 N WACKER DRIVE 1400 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| KAY BERKSON | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| KENNETH J LANDAU | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | SECRETARY/DIRECTOR | 1.00 | $0 | $0 | $0 |
| SIDNEY HOLLANDER | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | TREASURER/DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL BERKSON | ||||||||
| PO BOX 577880 | CHICAGO | IL | 606577880 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 145443 | AddressLine1Txt |
| City | CINCINATTI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FINANCIAL SERVICES | ServiceTypeTxt |
| Compensation | $68,041 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,208,917 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,991 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $311 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,460,219 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,460,219 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,903 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,303,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $515,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $515,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,806 | TotalTaxAmt |
| Distributable Before Adj | $503,360 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $503,360 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $503,360 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $582,454 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $582,454 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $503,360 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,652 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $6,533 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $40,988 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $63,173 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $582,454 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $503,360 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $79,094 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $142,267 | 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 | $15,652 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $126,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,533 | ExcessFromYear4Amt |
| Excess From Year3 | $40,988 | ExcessFromYear3Amt |
| Excess From Current Year | $79,094 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LANDAU FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 577880 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606577880 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7732717639 | RecipientPhoneNum |
| Recipient Email Address | N/A | RecipientEmailAddressTxt |
| Form And Info And Materials | NO FORMAL FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS EXCEPT APPLYING ORGANIZATIONS MUST BE QUALIFIED 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALBANY PARK THEATRE PROJECT | |||||||
| PO BOX 25072 | CHICAGO | IL | 606258600 | PC | UNRESTRICTED | $15,000 | |
| AMERICAN FRIENDS OF NEVE SHALOMWAHAT AL-SALAM | |||||||
| 229 N CENTRAL AVE SUITE 401 | GLENDALE | CA | 91203 | PC | PRIMARY SCHOOL LANGUAGE CENTER | $10,000 | |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | PC | UNRESTRICTED | $25,000 | |
| AMERICANS FOR PEACE NOW | |||||||
| 1320 19TH STREET NW SUITE 400 | WASHINGTON | DC | 200361635 | PC | UNRESTRICTED | $25,000 | |
| ARISE CHICAGO | |||||||
| 1700 W HUBBARD ST 2E | CHICAGO | IL | 60622 | PC | UNRESTRICTED | $25,000 | |
| AVODAH | |||||||
| 195 MONTAGUE ST 14TH FLOOR - WEWORK | NEW YORK | NY | 100385041 | PC | AVODAH CHICAGO | $10,000 | OFFICE 1249 |
| CHANGING WORLDS | |||||||
| 329 W 18TH ST 506 | CHICAGO | IL | 60616 | PC | UNRESTRICTED | $35,000 | |
| CHICAGO COALITION FOR THE HOMELESS | |||||||
| 70 E LAKE STREET SUITE 720 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $20,000 | |
| CHICAGO RELIGIOUS LEADERSHIP NETWORK | |||||||
| 5655 S UNIVERSITY AVE | CHICAGO | IL | 60637 | PC | UNRESTRICTED | $20,000 | |
| CORPORATE ACCOUNTABILITY | |||||||
| 10 MILK STREET SUITE 610 | BOSTON | MA | 02108 | PC | CLIMATE JUSTICE | $25,000 | |
| CROSSROADS FUND | |||||||
| 3411 W DIVERSEY AVENUE SUITE 20 | CHICAGO | IL | 60647 | PC | UNRESTRICTED | $10,000 | |
| GLOBAL LABOR JUSTICE-INTERNATIONAL LABOR RIGHTS FORUM | |||||||
| 1634 I ST NW SUITE 1000 | WASHINGTON | DC | 20006 | PC | US LABOR EDUCATION IN THE AMERICAS PROJECT | $20,000 | |
| IL COALITION FOR IMMIGRANT & REFUGEE RIGHTS | |||||||
| 228 S WABASH SUITE 800 | CHICAGO | IL | 60604 | PC | UNRESTRICTED | $25,000 | |
| J STREET EDUCATION FUND | |||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | PC | UNRESTRICTED | $25,000 | |
| JEWISH COUNCIL ON URBAN AFFAIRS | |||||||
| 4411 N RAVENSWOOD AVENUE SUITE 300 | CHICAGO | IL | 60640 | PC | UNRESTRICTED | $45,000 | |
| JEWISH UNITED FUND OF METROPOLITAN CHICAGO | |||||||
| BEN GURION WAY 30 S WELLS STREET | CHICAGO | IL | 60606 | PC | UNRESTRICTED | $5,000 | |
| LATINO UNION OF CHICAGO | |||||||
| 4811 N CENTRAL PARK AVENUE | CHICAGO | IL | 60625 | PC | UNRESTRICTED | $20,000 | |
| MITCHELL MUSEUM OF THE AMERICAN INDIAN | |||||||
| 3001 CENTRAL STREET | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $12,000 | |
| NATIONAL PUBLIC HOUSING MUSEUM | |||||||
| 625 N KINGSBURY ST | CHICAGO | IL | 60654 | PC | CAPITAL CAMPAIGN | $25,000 | |
| NEW ISRAEL FUND | |||||||
| PO BOX 70358 | PHILADELPHIA | PA | 191760358 | PC | UNRESTRICTED | $25,000 | |
| ONE NORTHSIDE | |||||||
| 4648 N RACINE AVENUE | CHICAGO | IL | 60640 | PC | HOUSING JUSTICE | $15,000 | |
| PALENQUE LSNA | |||||||
| 2840 N MILWAUKEE AVE | CHICAGO | IL | 60618 | PC | EQUITABLE HOUSING INITIATIVES | $15,000 | |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | PC | UNRESTRICTED | $10,000 | |
| SHRIVER CENTER ON POVERTY LAW | |||||||
| 67 E MADISON STREET SUITE 2000 | CHICAGO | IL | 60603 | PC | HOUSING JUSTICE | $30,000 | |
| SILK ROAD RISING | |||||||
| 150 N MICHIGAN AVE SUITE 1970 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $15,000 | |
| THE PEOPLE'S LOBBY EDUCATION INSTITUTE | |||||||
| 2229 S MICHIGAN AVE STE 1970 | CHICAGO | IL | 60616 | PC | UNRESTRICTED | $10,000 | |
| VOICE OF THE PEOPLE IN UPTOWN INC | |||||||
| 4611 N SHERIDAN ROAD | CHICAGO | IL | 60640 | PC | UNRESTRICTED | $25,000 | |
| IL COMMUNITY FOR DISPLACED IMMIGRANTS | |||||||
| 303 EAST WACKER DRIVE SUITE 2108 | CHICAGO | IL | 60601 | PC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $552,000 | 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 | $52,467 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $122,518 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $783,119 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $958,299 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $958,299 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION AND TAX COMPLIANCE | CategoryTxt |
| Amt | $20,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 50,000 JPMORGAN CHASE & CO NOTE 3.87500% | $50,253 | $49,846 |
| 40,000 HOME DEPOT INC NOTE CALL MAKE WHOLE | $40,221 | $39,859 |
| 50,000 CITIGROUP INC MTN 3.30000% | $50,131 | $48,515 |
| 50,000 ORACLE CORP NOTE CALL MAKE WHOLE | $51,349 | $48,214 |
| 25,000 INTERCONTINENTAL EXCHANGE INC NOTE | $24,449 | $24,334 |
| 75000 BANK AMER CORP MTN 3.87500% 08/01/2025 | $78,620 | $73,321 |
| 100,000 AT&T INC NOTE CALL | $108,775 | $97,451 |
| ACCRUED INTEREST ALLOCABLE AS OF 11/30/2023 | $0 | $11,347 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (83 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 500 SHS ABBOTT LABORATORIES | $20,885 | $52,145 |
| 300 SHS ABBVIE INC | $21,323 | $42,717 |
| 300 SHS AIR PRODUCTS & CHEMICALS INC | $78,000 | $81,165 |
| 2,000 SHS ALLY FINANCIAL INC | $95,044 | $58,440 |
| 1,500 SHS ALPHABET INC - CL C | $40,168 | $200,880 |
| 600 SHS AMAZON.COM INC | $29,808 | $87,654 |
| 600 SHS AMERICAN EXPRESS CO | $48,038 | $102,462 |
| 1,000 SHS APOLLO GLOBAL MANAGEMENT INC | $13,796 | $92,000 |
| 1,000 SHS APPLE INC | $27,061 | $189,950 |
| 5,000 SHS AT&T | $95,488 | $82,850 |
| 400 SHS CATERPILLAR INC | $12,442 | $100,288 |
| 600 SHS CHEVRON CORP | $46,235 | $86,160 |
| 1,000 SHS COMCAST CORP-A | $36,464 | $41,890 |
| 500 CONSTELLATION BRANDS INC-A | $110,648 | $120,245 |
| 500 SHS CORTEVA INC | $12,201 | $22,600 |
| 300 SHS DANAHER CORP | $26,174 | $66,993 |
| 500 SHS DISNEY (THE WALT) COMPANY | $53,625 | $46,345 |
| 500 SHS ECOLAB INC | $25,690 | $95,865 |
| 2,500 SHS FISERV INC | $29,649 | $326,525 |
| 300 SHS HONEYWELL INTERNATIONAL INC | $51,021 | $58,776 |
| 5,000 SHS HUNTINGTON BANCSHARES | $59,649 | $56,300 |
| 1,500 SHS INTERCONTINENTAL EXCHANGE INC | $31,058 | $170,760 |
| 1,000 SHS JOHNSON & JOHNSON | $53,190 | $154,660 |
| 1,000 SHS JP MORGAN CHASE & CO | $50,140 | $156,080 |
| 1,000 SHS KEYSIGHT TECHNOLOGIES | $106,136 | $135,890 |
| 500 SHS MERCK & CO INC | $21,034 | $51,240 |
| 300 SHS META PLATFORMS INC | $27,606 | $98,145 |
| 300 SHS MICROSOFT & CO INC | $48,779 | $113,673 |
| 500 SHS PALO ALTO NETWORKS INC | $91,225 | $147,545 |
| 1,500 SHS PROCTER & GAMBLE CO | $45,565 | $230,280 |
| 1,000 SHS RAYTHEON TECHNOLOGIES CORP | $17,511 | $81,480 |
| 300 SHS SALESFORCE INC | $44,590 | $75,570 |
| 800 SPLUNK INC | $87,179 | $121,232 |
| 400 THERMO FISHER SCIENTIFIC INC | $16,635 | $198,304 |
| 400 SHS ZSCALER | $68,480 | $79,012 |
| 300 SHS ASML HOLDING NV | $26,616 | $205,128 |
| 1,000 SHS ASTRAZENECA PLC SPONS ADR | $33,192 | $64,590 |
| 3,000 SHS INFINEON TECHNOLOGIES AG-ADR | $93,809 | $116,100 |
| 1,000 SHS NESTLE SA SPONSORED ADR | $20,332 | $113,920 |
| 900 SHS NOVARTIS AG ADR | $40,560 | $88,110 |
| 2,000 SHS UNILEVER PLC-SPONSORED | $66,498 | $95,400 |
| 1,000 ALCON INC | $69,221 | $75,630 |
| 2,358 SHS SCHLUMBERGER LTD | $64,272 | $122,710 |
| 1,000 SHS CROWN CASTLE | $98,722 | $117,280 |
| 1,000 SHS ROBO GLOBAL HEALTHCARE TECH | $30,188 | $24,970 |
| 583 SHS CENCORA INC COM | $43,442 | $118,565 |
| 959 COLGATE-PALMOLIVE CO COM | $66,281 | $75,540 |
| 74 SHS COSTCO WHOLESALE CORP COM | $38,042 | $43,863 |
| 37 SHS IDEXX LABORATORIES INC COM | $18,338 | $17,235 |
| 189 SHS IQVIA HLDGS INC COM | $36,997 | $40,465 |
| 525 SHS THE CIGNA GROUP COM | $98,158 | $138,012 |
| 142 SHS UNITED RENTALS INC | $25,441 | $67,595 |
| 6679 SHS VESTAS WIND SYS | $38,080 | $61,180 |
| 2,310 AMAZON.COM INC | $252,747 | $337,468 |
| 4,768 COMPASS GROUP | $93,744 | $120,916 |
| 93 SHS HOME DEPOT INC | $28,085 | $29,155 |
| 233 SHERWIN-WILLIAMS CO | $31,141 | $64,960 |
| 2522 SHS COTERRA ENERGY INC COM | $64,243 | $66,203 |
| 977 NATIONAL GRID SPON | $52,552 | $64,492 |
| 2357 BK OF AMERICA CORP COM | $70,339 | $71,865 |
| 681 BERKSHIRE HATHAWAY INC COM | $187,336 | $245,160 |
| 1243 INTERACTIVE BROKERS GROUP INC COM CL A | $105,534 | $96,755 |
| 444 JPMORGAN CHASE & CO | $25,222 | $69,300 |
| 707 PROGRESSIVE CORP COM | $12,092 | $115,969 |
| 266 SHS BECTON DICKINSON & CO COM | $19,835 | $62,824 |
| 247 DANAHER CORP | $2,403 | $55,158 |
| 1843 SHS ROCHE HOLDINGS ADR | $34,507 | $62,091 |
| 536 SHS APPLIED MATERIALS INC COM | $78,284 | $80,282 |
| 2170 CSX CORP COM | $46,417 | $70,091 |
| 114 GRAINGER W W INC COM | $12,397 | $89,626 |
| 2010 SHS ALPHABET INC CAP STK CL A | $102,830 | $266,385 |
| 570 APPLE INC | $93,796 | $108,272 |
| 330 SHS ARISTA NETWORKS INC COM | $16,156 | $72,504 |
| 557 FISERV INC | $62,360 | $72,750 |
| 1243 GODADDY INC CL A | $97,922 | $124,375 |
| 141 SHS INTUIT INC | $7,911 | $80,576 |
| 323 SHS MASTERCARD INCORPORATED | $6,346 | $133,667 |
| 97 SHS MASTERCARD INCORPORATED | $31,050 | $40,142 |
| 943 SHS MICROSOFT CORP | $132,221 | $357,312 |
| 698 SHS OTIS WORLDWIDE CORP | $32,622 | $59,881 |
| 622 TEXAS INSTRUMENTS INC COM | $14,570 | $94,986 |
| 218 ZEBRA TECHNOLOGIES CORP | $41,321 | $51,662 |
| ACCRUED DIVIDENDS ALLOCABLE AS OF 11/30/2023 | $0 | $2,703 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $129,360 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $117,971 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,203,474 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,132,826 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $7,455 | EOYBookValueAmt |
| EOYFMV | $7,455 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $75 | $75 | $0 | $0 |
| POSTAGE EXPENSE | $389 | $0 | $0 | $389 |
| IL ANNUAL REPORT FEE | $15 | $0 | $0 | $15 |
| BAD DEBT EXPENSE | $50,000 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $195 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $195 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BROKERAGE FEES - GOFEN & GLOSSBERG | $38,043 | $38,043 | $0 | $0 |
| BROKERAGE FEES - NEUBERGER BERMAN | $68,041 | $68,041 | $0 | $0 |
| CONSULTING FEES | $9,300 | $0 | $0 | $9,300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 2022 FEDERAL ESTIMATED PAYMENTS | $1,000 | $0 | $0 | $0 |
| FOREIGN TAXES | $2,763 | $2,763 | $0 | $0 |