ADVOCATES FOR CLIMATE INNOVATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADVOCATES FOR CLIMATE INNOVATION (EIN 13-3748063)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-10
- IRS object ID
- 202402849349100315
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- 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 | 2024-10-10T10:47:19-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101670008 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133748063 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDEN TRUST FOR CONSERVATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIND | BusinessNameControlTxt |
| Phone | 2129913730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET 1100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193879 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER T ULLMAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2129913730 | PhoneNum |
| Signature | 2024-10-04 | 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 | JOSEPH L ALI CPA | PreparerPersonNm |
| PTIN | P02093808 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2024-10-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,852,346 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $724,792 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,964 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,964 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $4,964 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $459,674 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $475,692 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $475,692 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$235,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,650,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,397 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $69,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,652 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $67,641 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,023,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $498,705 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $548,297 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $613,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,655 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $30,655 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $582,445 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $354,811 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,540 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $25,129 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $329,682 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $255,010 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,122 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $12,407 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $242,603 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $45,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $901,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $104,005 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $134,278 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $450,050 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $26,113 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $26,113 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $26,113 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $406 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $10,000 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $332,985 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,292 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $19,207 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $317,482 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60,183 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $3,439 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $56,744 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $20,772 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $31,125 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $14,638 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34,628 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,651,533 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,283 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $266,272 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,100,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,421,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,558,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,072,533 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,283 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $266,272 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,658,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,049,021 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $297,422 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $282,025 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $239,659 | CashBOYAmt |
| Cash EOY | $777,232 | CashEOYAmt |
| Cash EOYFMV | $777,232 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $216,070 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,053 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,053 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $1,500,000 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $825,000 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $825,000 | GrantsReceivableEOYFMVAmt |
| Prepaid Expenses BOY | $12,299 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $25,578 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $25,578 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,100,683 | CorporateStockBOYAmt |
| Corporate Stock EOY | $874,123 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $874,123 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,128,069 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,128,069 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $16,303,126 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,732,598 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,732,598 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $227,214 | OtherAssetsBOYAmt |
| Other Assets EOY | $282,693 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $282,693 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,599,051 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,852,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,852,346 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $60,125 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $376,463 | AccountsPayableEOYAmt |
| Grants Payable BOY | $737,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $600,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $234,613 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $294,383 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,032,238 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,270,846 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $14,791,253 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,169,625 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,775,560 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $411,875 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,566,813 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,581,500 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,599,051 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,852,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,566,813 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,049,021 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,106,908 | OtherIncreasesAmt |
| Subtotal | $18,624,700 | SubtotalAmt |
| Other Decreases | $43,200 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,581,500 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (SHORT-TERM) | $1,847,658 | $1,901,463 | -$53,805 | -$53,805 | |||
| PUBLICLY TRADED SECURITIES (LONG-TERM) | $6,124,931 | $6,335,311 | -$210,380 | -$210,380 | |||
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 15.000 SHARES | $545 | $81 | $464 | $464 | D | 2023-07-12 | 2023-07-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 546.000 SHARES | $19,848 | $784 | $19,064 | $19,064 | D | 2023-07-12 | 2023-07-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 55.000 SHARES | $1,999 | $79 | $1,920 | $1,920 | D | 2023-07-12 | 2023-07-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 366.000 SHARES | $7,081 | $1,986 | $5,095 | $5,095 | D | 2017-04-18 | 2023-10-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 101.000 SHARES | $1,954 | $145 | $1,809 | $1,809 | D | 2020-02-26 | 2023-10-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 253.000 SHARES | $4,894 | $1,244 | $3,650 | $3,650 | D | 2020-03-13 | 2023-10-12 |
| VENTYX BIOSCIENCES, INC. CMN (VTYX) 720.000 SHARES | $13,929 | $1,034 | $12,895 | $12,895 | D | 2020-02-26 | 2023-10-12 |
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 4 [SERIES] CLASS 1 | $627,274 | $599,137 | $28,137 | $28,137 | P | 2023-03-31 | |
| THRU SCHEDULE K-1'S (SHORT-TERM) | $24,494 | $24,494 | P | ||||
| THRU SCHEDULE K-1'S (LONG-TERM) | $182,054 | $182,054 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,397 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$29,311 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,134 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,134 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,134 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,682 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,682 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,548 | OverpaymentAmt |
| Applied To ES Tax | $13,548 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | 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 | IGOR GOLDENBERG | IndividualWithBooksNm |
| Phone | 2129913730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 156 WEST 56TH STREET 1100 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100193879 | 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|
| LAWRENCE H LINDEN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | TRUSTEE | 40.00 | $0 | $0 | $0 |
| DANA WECHSLER LINDEN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROGER T ULLMAN | ||||||||
| 156 WEST 56TH ST SUITE 1100 | NEW YORK | NY | 100193879 | EXECUTIVE DIRECTOR | 40.00 | $613,100 | $95,101 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ANNA C GIORGI | ||||||||
| 156 WEST 56TH STREET SUITE 1100 | NEW YORK | NY | 100193879 | PROGRAM ASSOCIATE | 40.00 | $185,000 | $45,648 | $0 |
| IGOR GOLDENBERG | ||||||||
| 156 WEST 56TH STREET SUITE 1100 | NEW YORK | NY | 100193879 | DIRECTOR OF FINANCE | 24.00 | $130,800 | $18,469 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RHODIUM GROUP LLC | |||||
| 5 COLUMBUS CIRCLE SUITE 1801 | NEW YORK | NY | 100191471 | PROGRAM RELATED CONSULTANTS | $275,333 |
| SPITFIRE STRATEGIES | |||||
| 2300 N STREET NW SUITE 610 | WASHINGTON | DC | 200371122 | PROGRAM RELATED CONSULTANTS | $214,999 |
| ERNST & YOUNG LLP | |||||
| 1 MANHATTAN W 6TH FLOOR | NEW YORK | NY | 100018604 | PROGRAM RELATED CONSULTANTS | $117,500 |
| GOLDMAN SACHS & CO LLC | |||||
| 200 WEST STREET | NEW YORK | NY | 102822102 | INVESTMENT MANAGEMENT AND ADVISORY | $103,717 |
| CASSIDY & ASSOCIATES INC | |||||
| 607 14TH STREET SUITE 400 | WASHINGTON | DC | 200052073 | PROGRAM RELATED CONSULTANTS | $64,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CLIMATE POLICY INITIATIVES: SEEKS TO (1) ENCOURAGE THE ADOPTION OF AN ECONOMY-WIDE, MARKET-BASED SOLUTION TO ADDRESS THE CHALLENGE OF CLIMATE CHANGE AND ADVANCE A CLEAN-ENERGY ECONOMY, AND (2) GAIN THE INCLUSION OF CARBON DIOXIDE REMOVAL, ONE OF THE MAJOR NECESSARY COMPONENTS OF A GLOBAL CLIMATE SOLUTION, IN U.S. CLIMATE POLICY. | Description1Txt |
| Expenses1 | $1,872,226 | Expenses1Amt |
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 | $16,988,657 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,107,043 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $18,095,700 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $18,095,700 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $271,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,824,264 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $891,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,658,759 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,658,759 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2015-03-20 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $282,025 | CurrentYearAmt |
| Year1 | $228,661 | Year1Amt |
| Year2 | $374,514 | Year2Amt |
| Year3 | $292,573 | Year3Amt |
| Total | $1,177,773 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $239,721 | CurrentYearAmt |
| Year1 | $194,362 | Year1Amt |
| Year2 | $318,337 | Year2Amt |
| Year3 | $248,687 | Year3Amt |
| Total | $1,001,107 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,658,759 | CurrentYearAmt |
| Year1 | $4,344,146 | Year1Amt |
| Year2 | $6,388,665 | Year2Amt |
| Year3 | $6,682,787 | Year3Amt |
| Total | $21,074,357 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,776,533 | CurrentYearAmt |
| Year1 | $2,389,711 | Year1Amt |
| Year2 | $4,318,161 | Year2Amt |
| Year3 | $4,424,442 | Year3Amt |
| Total | $12,908,847 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,882,226 | CurrentYearAmt |
| Year1 | $1,954,435 | Year1Amt |
| Year2 | $2,070,504 | Year2Amt |
| Year3 | $2,258,345 | Year3Amt |
| Total | $8,165,510 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $594,142 | CurrentYearAmt |
| Year1 | $648,974 | Year1Amt |
| Year2 | $564,871 | Year2Amt |
| Year3 | $487,039 | Year3Amt |
| Total | $2,295,026 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LAWRENCE H LINDEN | ContributingManagerNm |
| Contributing Manager | DANA WECHSLER LINDEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIPARTISAN POLICY CENTER INC | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | N/A | PC | CARBON DIOXIDE REMOVAL | $100,000 |
| CARBON 180 | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 946074139 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| CLEAN AIR TASK FORCE | |||||||
| 114 STATE STREET 6TH FLOOR | BOSTON | MA | 021092421 | N/A | PC | CDR - ZERO CARBON GOAL | $100,000 |
| COLUMBIA UNIVERSITY - CEES | |||||||
| 630 WEST 168TH STREET BOX 49 | NEW YORK | NY | 100323702 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $25,000 |
| ENERGY FUTURES INITIATIVE INC | |||||||
| 900 17TH STREET NW SUITE 1100 | WASHINGTON | DC | 200062592 | N/A | PC | CDR ANALYSIS AND EDUCATION | $150,000 |
| GREAT PLAINS INSTITUTE FOR SUSTAINABLE DEVELOPMENT | |||||||
| 2801 21ST AVENUE S SUITE 220 | MINNEAPOLIS | MN | 554071229 | N/A | PC | CARBON DIOXIDE REMOVAL | $187,500 |
| LEAGUE OF CONSERVATION VOTERS EDUCATION FUND | |||||||
| 740 15TH STREET NW SUITE 700 | WASHINGTON | DC | 200051052 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $50,000 |
| MALIASILI INITIATIVES INC | |||||||
| 4 CARMICHAEL STREET SUITE 111-193 | ESSEX JUNCTION | VT | 054523182 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $5,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DRIVE | RESTON | VA | 201905362 | N/A | PC | ADVANCING CDR | $100,000 |
| NEW YORK LEAGUE OF CONSERVATION VOTERS EDUCATION FUND INC | |||||||
| 30 BROAD STREET SUITE 30 | NEW YORK | NY | 100042909 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $5,000 |
| OPEN SPACE INSTITUTE | |||||||
| 1370 BROADWAY 5TH FLOOR | NEW YORK | NY | 100180983 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $10,000 |
| OURENERGYPOLICY | |||||||
| 529 14TH STREET NW SUITE 1150 | WASHINGTON | DC | 200452121 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $1,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW SUITE 600 | WASHINGTON | DC | 200361400 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $25,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW SUITE 600 | WASHINGTON | DC | 200361400 | N/A | PC | CARBON PRICING MODEL | $100,000 |
| ROCKEFELLER FAMILY FUND INC | |||||||
| 475 RIVERSIDE DRIVE SUITE 900 | NEW YORK | NY | 101150066 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $25,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 085406242 | N/A | PC | DAC DEPLOYMENT | $50,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON REMOVAL ALLIANCE | $150,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371124 | N/A | PC | UNRESTRICTED GENERAL INSTITUTIONAL SUPPORT | $100,000 |
| WORLD WILDLIFE FUND | |||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 200371124 | N/A | PC | LOVEJOY PRIZE | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,558,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIPARTISAN POLICY CENTER | |||||||
| 1225 EYE STREET NW SUITE 1000 | WASHINGTON | DC | 200053914 | N/A | PC | CARBON DIOXIDE REMOVAL | $100,000 |
| CARBON 180 | |||||||
| 1111 BROADWAY 3RD FLOOR | OAKLAND | CA | 946074139 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| CENTER ON GLOBAL ENERGY POLICY - CGEP | |||||||
| 1255 AMSTERDAM AVENUE | NEW YORK | NY | 100275927 | N/A | PC | GENERAL SUPPORT | $100,000 |
| RESOURCES FOR THE FUTURE | |||||||
| 1616 P STREET NW SUITE 600 | WASHINGTON | DC | 200361400 | N/A | PC | CARBON PRICING MODEL | $50,000 |
| TRUSTEES OF PRINCETON UNIVERSITY | |||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 085406242 | N/A | PC | DAC DEPLOYMENT | $50,000 |
| WORLD RESOURCES INSTITUTE | |||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 200024252 | N/A | PC | CARBON DIOXIDE REMOVAL | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,964 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $459,674 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,652 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$235,590 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| ORGANIZATION ADMINISTRATIVE INCOME | $64,989 | ||
| MISCELLANEOUS INCOME | 01 | $2,031 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $233,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $64,989 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $298,720 | 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 | 11B | LineNumberTxt |
| Relationship Statement | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION REIMBURSED THE TRUST $31,546 OF SHARED SERVICE AGREEMENT FEES AND $33,443 OF REIMBURSED EXPENSES. | 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 | Yes (1) | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| LTC ACTION INC | ||
| 1b(4) | $33,443 | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION REIMBURSED THE TRUST $33,443 FOR SHARED COSTS. |
| LTC ACTION INC | ||
| 1c | $31,546 | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION"), AN IRS RECOGNIZED ORGANIZATION DESCRIBED UNDER IRS CODE SECTION 501(C)(4), GOVERNING THE ALLOCATED COSTS OF THE ORGANIZATION'S USE OF THE TRUST'S PAID STAFF AND FACILITIES. DURING THE YEAR ENDED DECEMBER 31, 2023, THE ORGANIZATION PAID THE TRUST $31,546 FOR SHARING FACILITIES, EQUIPMENT AND PAID EMPLOYEES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LTC ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(4) | OrganizationTypeDesc |
| Relationship Description | LINDEN TRUST FOR CONSERVATION (THE "TRUST") HAS ENTERED INTO A SHARED SERVICES AGREEMENT WITH LTC ACTION, INC. (THE ORGANIZATION") GOVERNING THE ALLOCATION OF COSTS AND REIMBURSEMENT OF EXPENSES FROM THE ORGANIZATION FOR THE USE OF THE TRUST'S COMPENSATED STAFF, EQUIPMENT AND FACILITIES. THE ORGANIZATION'S BOARD PRESIDENT ALSO SERVES AS A COMPENSATED OFFICER OF THE TRUST, AND THEREFORE COMMON CONTROL IS PRESENT. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| LAWRENCE H LINDEN AND DANA W LINDEN | |||||||
| 1 | 156 WEST 56TH STREET | NEW YORK | NY | 100193879 | $49,792 | Yes (X) | |
| ALEXANDER FOUNDATION INC | |||||||
| 2 | C/O RUANE CUNNIFF GOLDFARB 9 WEST 5 | NEW YORK | NY | 100192701 | $175,000 | Yes (X) | |
| GRANTHAM FOUNDATION FOR THE PROTECTION OF THE ENVIRONMENT | |||||||
| 3 | 40 ROWES WHARF | BOSTON | MA | 021103340 | $175,000 | Yes (X) | |
| RED CRANE FOUNDATION | |||||||
| 4 | PO BOX 73 | NEW YORK | NY | 102740073 | $175,000 | Yes (X) | |
| CARLA AND DAVID CRANE FOUNDATION | |||||||
| 5 | 121 STEUART STREET | SAN FRANCISCO | CA | 941051236 | $150,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | VENTYX BIOSCIENCES, INC. CMN (VTYX) 616.000 SHARES | $21,726 | 2023-07-12 |
| 1 | VENTYX BIOSCIENCES, INC. CMN (VTYX) 1,440.000 SHARES | $28,066 | 2023-10-12 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL STATEMENT AUDIT AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $47,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $45,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (83 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR LEASE CORP 1.875% 08/15/2026 52,000.000 SHARES | $47,850 | $47,850 |
| ALEXANDRIA REAL ESTATE EQUITIE 3.375% 08/15/2031 38,000.000 SHARES | $34,300 | $34,300 |
| AMERICAN ELECTRIC POWER COMPAN 5.95% 11/01/2032 48,000.000 SHARES | $51,338 | $51,338 |
| AMERICAN TOWER CORP 5.65% 03/15/2033 27,000.000 SHARES | $28,106 | $28,106 |
| AMERIPRISE FINANCIAL, INC. 5.15% 05/15/2033 47,000.000 SHARES | $48,535 | $48,535 |
| AMGEN INC. 5.25% 03/02/2030 51,000.000 SHARES | $52,498 | $52,498 |
| ANHEUSER-BUSCH INBEV FIN 4.7% 02/01/2036 28,000.000 SHARES | $28,017 | $28,017 |
| AON CORP/AON GLOBAL HOLD 5.35% 02/28/2033 16,000.000 SHARES | $16,442 | $16,442 |
| AUTONATION INC 4.75% 06/01/2030 36,000.000 SHARES | $34,785 | $34,785 |
| AUTOZONE INC 4.0% 04/15/2030 46,000.000 SHARES | $44,249 | $44,249 |
| B.A.T. CAPITAL CORPORATION 3.557% 08/15/2027 49,000.000 SHARES | $46,791 | $46,791 |
| BANK OF AMERICA CORPORATION HYBRID MTN 03/05/2029 63,000.000 SHARES | $60,194 | $60,194 |
| BANK OF NOVA SCOTIA (THE) 1.05% 03/02/2026 67,000.000 SHARES | $61,728 | $61,728 |
| BAXTER INTERNATIONAL INC 1.915% 52,000.000 SHARES | $47,653 | $47,653 |
| BERRY GLOBAL INC 1.57% 01/15/2026 38,000.000 SHARES | $35,312 | $35,312 |
| BROADCOM INC. 4.15% 11/15/2030 36,000.000 SHARES | $34,436 | $34,436 |
| BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 53,000.000 SHARES | $46,221 | $46,221 |
| CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 69,000.000 SHARES | $52,342 | $52,342 |
| CIGNA CORPORATION 4.5% 02/25/2026 52,000.000 SHARES | $51,641 | $51,641 |
| CITIGROUP INC. HYBRID 06/09/2027 58,000.000 SHARES | $53,100 | $53,100 |
| CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 51,000.000 SHARES | $44,848 | $44,848 |
| CONSTELLATION BRANDS, INC. 4.9% 05/01/2033 18,000.000 SHARES | $18,141 | $18,141 |
| CROWN CASTLE INTERNATIONAL COR 3.7% 06/15/2026 31,0000.000 SHARES | $29,928 | $29,928 |
| CROWN CASTLE INTL CORP 2.9% 03/15/2027 16,000.000 SHARES | $14,967 | $14,967 |
| CVS HEALTH CORPORATION 4.3% 03/25/2028 46,000.000 SHARES | $45,273 | $45,273 |
| DELL INTERNATIONAL L.L.C. 5.25% 02/01/2028 40,000.000 SHARES | $41,022 | $41,022 |
| DISCOVER FINANCIAL SERVICES 4.5% 01/30/2026 23,000.000 SHARES | $22,710 | $22,710 |
| DOLLAR GENERAL CORPORATION 4.125% 05/01/2028 16,000.000 SHARES | $15,681 | $15,681 |
| DOMINION ENERGY INC 3.375% 04/01/2030 25,000.000 SHARES | $23,049 | $23,049 |
| DOW CHEMICAL CO/THE 4.25% 10/01/2034 21,000.000 SHARES | $20,140 | $20,140 |
| DUKE ENERGY CORPORATION 4.3% 03/15/2028 61,000.000 SHARES | $60,196 | $60,196 |
| EBAY INC. 1.4% 05/10/2026 57,000.000 SHARES | $52,790 | $52,790 |
| ENABLE MIDSTREAM PARTNERS, LP 4.95% 34,000.000 SHARES | $33,863 | $33,863 |
| FIFTH THIRD BANCORP HYBRID 07/28/2030 53,000.000 SHARES | $51,837 | $51,837 |
| FISERV INC 3.2% 07/01/2026 27,000.000 SHARES | $25,999 | $25,999 |
| FISERV INC 5.6% 03/02/2033 16,000.000 SHARES | $16,706 | $16,706 |
| FORTIVE CORPORATION 3.15% 06/15/2026 28,000.000 SHARES | $26,810 | $26,810 |
| FOX CORPORATION 4.709% 01/25/2029 47,000.000 SHARES | $46,766 | $46,766 |
| GENERAL MOTORS COMPANY 5.4% 10/15/2029 19,000.000 SHARES | $19,354 | $19,354 |
| GENERAL MOTORS COMPANY 5.6% 10/15/2032 16,000.000 SHARES | $16,393 | $16,393 |
| GLOBAL PAYMENTS INC 5.3% 08/15/2029 35,000.000 SHARES | $35,260 | $35,260 |
| HUMANA INC. 3.7% 03/23/2029 49,000.000 SHARES | $47,124 | $47,124 |
| HUNTINGTON BANCSHARES INCORPOR HYBRID 08/04/2028 41,000.000 SHARES | $39,772 | $39,772 |
| INTEL CORPORATION 4.875% 02/10/2026 60,000.000 SHARES | $60,466 | $60,466 |
| INTERCONTINENTAL EXCHANGE, INC 3.75% 12/01/2025, 52,000.000 SHARES | $51,130 | $51,130 |
| JPMORGAN CHASE & CO. HYBRID 04/22/2027 31,000.000 SHARES | $28,616 | $28,616 |
| JPMORGAN CHASE & CO. HYBRID 04/23/2029 34,000.000 SHARES | $32,743 | $32,743 |
| KEURIG DR PEPPER INC. 3.2% 05/01/2030 28,000.000 SHARES | $25,779 | $25,779 |
| KEURIG DR PEPPER INC. 3.95% 04/15/2029 22,000.000 SHARES | $21,469 | $21,469 |
| KINDER MORGAN ENERGY PRTNRS LP 5.8% 03/15/2035 37,0000.000 SHARES | $37,792 | $37,792 |
| KROGER CO/THE 3.5% 02/01/2026 47,000.000 SHARES | $45,789 | $45,789 |
| M&T BANK CORPORATION HYBRID 08/16/2028 13,000.000 SHARES | $12,507 | $12,507 |
| MCCORMICK & CO 0.9% 02/15/2026 23,000.000 SHARES | $21,181 | $21,181 |
| MCKESSON CORPORATION 5.1% 07/15/2033 31,000.000 SHARES | $31,919 | $31,919 |
| MORGAN STANLEY HYBRID 12/10/2026 67,000.000 SHARES | $61,660 | $61,660 |
| MPLX LP 1.75% 03/01/2026 50,000.000 SHARES | $46,793 | $46,793 |
| NEXTERA ENERGY CAPITAL HOLDING 4.9% 02/28/2028 48,000.000 SHARES | $48,452 | $48,452 |
| NXP BV/NXP FDG/NXP USA 4.3% 06/18/2029 49,000.000 SHARES | $47,655 | $47,655 |
| ORACLE CORPORATION 4.65% 05/06/2030 36,000.000 SHARES | $35,912 | $35,912 |
| PHILIP MORRIS INTERNATIONAL IN 4.875% 02/13/2026 44,000.000 SHARES | $44,168 | $44,168 |
| PNC FINANCIAL SERVICES GROUP, HYBRID 01/26/2027 51,000.000 SHARES | $50,620 | $50,620 |
| REALTY INCOME CORPORATION 4.85% 03/15/2030 31,000.000 SHARES | $31,173 | $31,173 |
| REALTY INCOME CORPORATION 5.625% 10/13/2032 16,000.000 SHARES | $16,860 | $16,860 |
| ROYAL BANK OF CANADA MTN 6.0% 11/01/2027 41,000.000 SHARES | $42,984 | $42,984 |
| ROYALTY PHARMA PLC 2.2% 09/02/2030 31,000.000 SHARES | $26,119 | $26,119 |
| SABINE PASS LIQUEFACTION, LLC 5.0% 03/15/2027 45,000.000 SHARES | $45,212 | $45,212 |
| SHERWIN-WILLIAMS CO 2.95% 08/15/2029 41,000.000 SHARES | $37,759 | $37,759 |
| SIMON PROPERTY GROUP, L.P. 3.3% 01/15/2026 53,000.000 SHARES | $51,358 | $51,358 |
| SYNCHRONY FINANCIAL 3.95% 12/01/2027 37,000.000 SHARES | $34,602 | $34,602 |
| TELEDYNE TECHNOLOGIES IN 2.75% 04/01/2031 55,000.000 SHARES | $47,934 | $47,934 |
| THE WILLIAMS COMPANIES, INC. 3.9% 01/15/2025 15,000.000 SHARES | $14,761 | $14,761 |
| THE WILLIAMS COMPANIES, INC. 4.0% 09/15/2025 19,000.000 SHARES | $18,652 | $18,652 |
| TORONTO-DOMINION BANK (THE) HYBRID 09/15/2031 16,000.000 SHARES | $15,356 | $15,356 |
| TORONTO-DOMINION BANK (THE) MTN 1.2% 06/03/2026 51,000.000 SHARES | $46,839 | $46,839 |
| TRANSCANADA PIPELINES LIMITED 4.25% 05/15/2028 16,000.000 SHARES | $15,588 | $15,588 |
| TRUIST FINANCIAL CORPORATION HYBRID MTN 06/07/2029 60,000.000 SHARES | $51,899 | $51,899 |
| UDR INC 3.0% 08/15/2031 24,000.000 SHARES | $21,248 | $21,248 |
| US BANCORP HYBRID 02/01/2029 61,000.000 SHARES | $60,090 | $60,090 |
| VERIZON COMMUNICATIONS, INC. 4.016% 12/03/2029 40,000.000 SHARES | $38,721 | $38,721 |
| VODAFONE GROUP PUBLIC LIMITED 4.125% 05/30/2025 46,0000.000 SHARES | $45,386 | $45,386 |
| WELLS FARGO & COMPANY HYBRID MTN 06/17/2027 64,000.000 SHARES | $61,180 | $61,180 |
| WESTPAC BANKING CORP HYBRID 07/24/2034 62,000.000 SHARES | $56,737 | $56,737 |
| WYETH LLC 6.0% 02/15/2036 17,000.000 SHARES | $18,793 | $18,793 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC CMN CLASS A (ACN) 75.000 SHARES | $26,318 | $26,318 |
| ADOBE INC CMN (ADBE) 75.000 SHARES | $44,745 | $44,745 |
| ALPHABET INC. CMN CLASS A (GOOGL) 529.000 SHARES | $73,896 | $73,896 |
| AMAZON.COM INC CMN (AMZN) 524.000 SHARES | $79,617 | $79,617 |
| ARISTA NETWORKS, INC. CMN (ANET) 177.000 SHARES | $41,685 | $41,685 |
| ASML HOLDING N.V. ADR CMN (ASML) 37.000 SHARES | $28,006 | $28,006 |
| AUTODESK, INC. CMN (ADSK) 103.000 SHARES | $25,078 | $25,078 |
| AUTOMATIC DATA PROCESSING INC CMB (ADP) 103.000 SHARES | $23,996 | $23,996 |
| BOSTON SCIENTIFIC CORP. COMMON STOCK (BSX) 492.000 SHARES | $28,443 | $28,443 |
| CHARLES SCHWAB CORPORATION CMN (SCHW) 369.000 SHARES | $25,387 | $25,387 |
| CHIPOTLE MEXICAN GRILL, INC. CMN (CMG) 10.000 SHARES | $22,869 | $22,869 |
| ENTEGRIS, INC. CMN (ENTG) 80.000 SHARES | $9,586 | $9,586 |
| EPAM SYSTEMS, INC. CMN (EPAM) 79.000 SHARES | $23,490 | $23,490 |
| FISERV, INC. CMN (FI) 198.000 SHARES | $26,302 | $26,302 |
| FORTINET, INC. CMN (FTNT) 194.000 SHARES | $11,355 | $11,355 |
| INTUIT INC CMN (INTU) 82.000 SHARES | $51,252 | $51,252 |
| LINDE PLC CMN (LIN) 42.000 SHARES | $17,250 | $17,250 |
| MASTERCARD INCORPORATED CMN CLASS A (MA) 61.000 SHARES | $26,017 | $26,017 |
| MICROSOFT CORPORATION CMN (MSFT) 291.000 SHARES | $109,428 | $109,428 |
| MONSTER BEVERAGE CORPORATION CMN (MNST) 337.000 SHARES | $19,415 | $19,415 |
| NEUROCRINE BIOSCIENCES, INC. CMN (NBIX) 190.000 SHARES | $25,034 | $25,034 |
| NVIDIA CORPORATION CMN (NVDA) 147.000 SHARES | $72,797 | $72,797 |
| O'REILLY AUTOMOTIVE, INC. CMN (ORLY) 6.000 SHARES | $5,700 | $5,700 |
| PAYCOM SOFTWARE, INC. CMN (PAYC) 26.000 SHARES | $5,375 | $5,375 |
| THERMO FISHER SCIENTIFIC INC CMN (TMO) 31.000 SHARES | $16,455 | $16,455 |
| VISA INC. CMN CLASS A (V) 133.000 SHARES | $34,627 | $34,627 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DYNAMIC EQUITY MANAGERS: PORTFOLIO 2 [SERIES] | FMV | $1,222,595 | $1,222,595 |
| EDGEWATER GROWTH CAPITAL PARTNERS II, L.P. | FMV | $122,384 | $122,384 |
| EDGEWATER GROWTH CAPITAL PARTNERS, L.P. | FMV | $124,942 | $124,942 |
| GLOBAL DISTRESSED OPPORTUNITIES CAYMAN UNIT TRUST | FMV | $26,933 | $26,933 |
| GOLDMAN SACHS HIGH YIELD FUND CL P (GGMPX) 163,210.334 SHARES | FMV | $915,610 | $915,610 |
| GOLDMAN SACHS INTERNATIONAL EQUITY INSIGHTS CL P (GGFPX) 65,825.109 SHARES | FMV | $910,361 | $910,361 |
| GOLDMAN SACHS SHORT DURATION INCOME FUND CL P (GMCPX) 43,837.034 SHARES | FMV | $421,274 | $421,274 |
| SPDR S&P 500 ETF TRUST (SPY) 19,638.000 SHARES | FMV | $9,334,138 | $9,334,138 |
| XTRACKERS MSCI EAFE HEDGED EQUITY ETF (DBEF) 17,695.000 SHARES | FMV | $654,361 | $654,361 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $36,560 | $71,765 | $71,765 |
| RIGHT OF USE ASSETS - OPERATING LEASES, NET | $190,654 | $210,928 | $210,928 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX PROVISION | Desc |
| Amt | $43,200 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $11,508 | $0 | $0 | $11,508 |
| OFFICE FURNISHING | $3,585 | $0 | $0 | $3,585 |
| EQUIPMENT RENTAL | $3,450 | $0 | $71 | $3,379 |
| OFFICE AND OTHER EXPENSES | $15,168 | $0 | $417 | $16,156 |
| OTHER INCOME (LOSS) THRU SCHEDULE K-1'S | $0 | $87 | $87 | $0 |
| OTHER DEDUCTIONS THRU SCHEDULE K-1'S | $0 | $14,063 | $14,063 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $2,652 | $2,652 | $2,652 |
| ORGANIZATION ADMINISTRATIVE INCOME | $64,989 | $64,989 | |
| MISCELLANEOUS INCOME | $2,031 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF INVESTMENTS | Desc |
| Amt | $3,106,908 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED FEDERAL EXCISE TAX | $31,500 | $74,700 |
| LEASE LIABILITY | $203,113 | $219,683 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY CONSULTANT | $18,205 | $0 | $273 | $17,932 |
| INVESTMENT MANAGEMENT AND ADVISORY | $104,005 | $104,005 | $104,005 | $0 |
| PROGRAM RELATED CONSULTANTS | $754,297 | $0 | $30,000 | $406,797 |
| STAFFING AND RECRUITING SERVICES | $25,321 | $0 | $0 | $25,321 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $5,817 | $0 | $0 | $10,000 |
| FOREIGN TAXES WITHHELD | $203 | $203 | $203 | $0 |
| FOREIGN TAXES WITHHELD THRU SCHEDULE K-1'S | $0 | $203 | $203 | $0 |