JUDY AND PETER BLUM KOVLER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JUDY AND PETER BLUM KOVLER FOUNDATION (EIN 36-2476143)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202413139349101971
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T16:53:42-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 WATER ST STE 500 | AddressLine1Txt |
| City | TAMPA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33602 | 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 | 362476143 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUDY AND PETER BLUM KOVLER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUDY | BusinessNameControlTxt |
| Phone | 2024134049 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER B KOVLER | PersonNm |
| Person Title | CHAIRMAN/DIRECTOR | PersonTitleTxt |
| Phone | 2024134049 | PhoneNum |
| Signature | 2024-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTEN BARNETT | PreparerPersonNm |
| PTIN | P01234578 | PTIN |
| Phone | 8133162300 | PhoneNum |
| Preparation | 2024-11-04 | 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 | $127,019,519 | 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 | $384,800 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $384,800 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,014,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,014,508 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $899 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $899 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $899 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $2,135,668 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,689,165 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $97,401 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $83,371 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $20,246 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,619,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,517,854 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,540 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,460 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,050 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $198,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $198,394 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $246 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $246 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,345 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,197 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $58,613 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $58,613 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,612 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,612 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,092 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,095 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,997 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $475,599 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $371,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,523,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,523,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,999,453 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,895,177 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,380,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,413,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,425 | CashBOYAmt |
| Cash EOY | $49,811 | CashEOYAmt |
| Cash EOYFMV | $49,811 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,226,597 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,928,349 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,928,349 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,921,977 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,284,207 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,078,815 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $14,800,253 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,211,213 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,852,755 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,186,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,232,674 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,780,756 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $329,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $329,033 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $329,033 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,474,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,035,287 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $127,019,519 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $30,474,141 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,035,287 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,474,141 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,035,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,474,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,035,287 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,474,141 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,380,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,093,934 | SubtotalAmt |
| Other Decreases | $58,647 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,035,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FLOW THROUGH GAINS FROM PARTNERSHIPS - ST | P | $29,518 | $29,518 | $29,518 | |
| FLOW THROUGH GAINS FROM PARTNERSHIPS - LT | P | $67,883 | $67,883 | $67,883 | |
| BOOK GAIN ON DONATED STOCK | P | $2,591,764 | $0 | $0 | $2,591,764 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $97,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $19,649 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $19,649 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $19,649 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $186,580 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $186,580 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $166,931 | OverpaymentAmt |
| Applied To ES Tax | $166,931 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PETER KOVLER CHAIRMANDIRECTOR | IndividualWithBooksNm |
| Phone | 2024134049 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| PETER B KOVLER | ||||||||
| 2101 L STREET NW NO 300 | WASHINGTON | DC | 20037 | CHAIRMAN/DIRECTOR | 35.00 | $129,000 | $0 | $0 |
| JUDY L LANSING | ||||||||
| 2101 L STREET NW NO 300 | WASHINGTON | DC | 20037 | DIRECTOR | 7.00 | $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 | JP MORGAN CHASE BANK NA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 383 MADISON AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | GRANTS ADMIN. | ServiceTypeTxt |
| Compensation | $196,144 | CompensationAmt |
| 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 | $110,411,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,191,966 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,038,799 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $118,642,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $118,642,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,779,641 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $116,863,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,843,156 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,843,156 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $19,649 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,503 | IncomeTaxAmt |
| Total Tax | $26,152 | TotalTaxAmt |
| Distributable Before Adj | $5,817,004 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $25,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,842,004 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,842,004 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,895,177 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,895,177 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,842,004 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,693,126 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,895,177 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,693,126 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $202,051 | 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 | $5,639,953 | 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 | JUDY AND PETER BLUM KOVLER FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 L STREET NW SUITE 300 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20037 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2024134049 | RecipientPhoneNum |
| Form And Info And Materials | SUBMIT A 1-2 PAGE WRITTEN PROPOSAL AND A COPY OF YOUR DETERMINATION LETTER FOR CONSIDERATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | BY NOVEMBER 1ST TO BE CONSIDERED FOR THE CURRENT YEAR. | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (146 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | ||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| ALS ASSOCIATION | ||||||
| 1300 WILSON BLVD STE 600 | ARLINGTON | VA | 22209 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| AMERICAN CIVIL LIBERTIES UNION FUND OF DC | ||||||
| 915 15TH STREET NW | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| AMERICAN FRIENDS MUSEE DORSAY | ||||||
| PO BOX 4233 | NEW YORK | NY | 10163 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $11,000 |
| AMERICAN FRIENDS OF THE LOUVRE | ||||||
| 305 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10017 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,787 |
| AMERICAN FRIENDS OF THE LOUVRE | ||||||
| 306 EAST 47TH STREET 10TH FLOOR | NEW YORK | NY | 10018 | PC | EMMANUELLE POLACK WWII ERA LOOTED ART RECOVERY | $48,212 |
| AMERICAN JEWISH WORLD SERVICE | ||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| AMERICAN PEDIATRIC SURGICAL ASSN FNDN | ||||||
| 1061 EAST MAIN STREET SUITE 300 | EAST DUNDEE | IL | 60118 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| AMERICAN SOCIETY OF INTERNATIONAL LAW | ||||||
| 223 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| AMERICANS FOR PEACE NOW | ||||||
| 1320 19TH STREET NW STE 400 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $29,280 |
| AMERICANS FOR PEACE NOW | ||||||
| 1320 19TH STREET NW STE 400 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,720 |
| ANGELS FOR CHANGE | ||||||
| 2408 FOUNTAIN GRASS DRIVE | VALRICO | FL | 33606 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| ARENA STAGE | ||||||
| 1101 SIXTH STREET SW | WASHINGTON | DC | 20024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| ARF WALNUT CREEK | ||||||
| 2890 MITCHELL DR | WALNUT CREEK | CA | 94598 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| ASIAN UNIVERSITY FOR WOMEN SUPPORT FOUNDATION | ||||||
| 125 MT AUBURN STREET | CAMBRIDGE | MA | 00238 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 |
| BENDER JCC OF GREATER WASHINGTON | ||||||
| 6125 MONTROSE ROAD | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | ||||||
| 1633 BROADWAY 5TH FLOOR | NEW YORK | NY | 10019 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,328 |
| BILL HILLARY & CHELSEA CLINTON FOUNDATION | ||||||
| 1633 BROADWAY 5TH FLOOR | NEW YORK | NY | 10019 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $45,672 |
| BREAD FOR THE CITY | ||||||
| 1525 7TH ST NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| BREM FOUNDATION | ||||||
| 8121 GEORGIA AVENUE | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| CAMPAIGN FOR FAIR SENTENCING OF YOUTH | ||||||
| 1319 F STREET NW NO 303 | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| CARE INC | ||||||
| 631 NW 183RD ST | MIAMI GARDENS | FL | 33169 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| CENTER FOR ARMS CONTROLNON PROLIFERATION | ||||||
| 820 1ST STREET NE SUITE LL-180 | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| CHALLENGED ATHLETES FOUNDATION | ||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| CHARLOTTESVILLE AREA COMMUNITY FOUNDATION | ||||||
| 410 E WATER STREET | CHARLOTTESVILLE | VA | 22902 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| CHILDREN'S HOSPITAL FOUNDATION | ||||||
| 1 INVENTA PLACE 6TH FLOOR | SILVER SPRING | MD | 20910 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $126,445 |
| CHILDRENS NATIONAL MEDICAL CENTER | ||||||
| 111 MICHIGAN AVE SW | WASHINGTON | DC | 20010 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $258,555 |
| CITYBRIDGE EDUCATION | ||||||
| 600 NEW HAMPSHIRE AVENUE NW | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| CIVIC NATION | ||||||
| 116 15TH STREET NW 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $259,586 |
| CIVIC NATION | ||||||
| 116 15TH STREET NW 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $94,830 |
| CIVIC NATION | ||||||
| 116 15TH STREET NW 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $95,584 |
| CIVIC NATION | ||||||
| 116 15TH STREET NW 1000 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $207,922 |
| COMMISSION ON PRESIDENTIAL DEBATES | ||||||
| PO BOX 58247 | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $28,692 |
| COMMISSION ON PRESIDENTIAL DEBATES | ||||||
| PO BOX 58247 | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $96,672 |
| COMMISSION ON PRESIDENTIAL DEBATES | ||||||
| PO BOX 58247 | WASHINGTON | DC | 20037 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $174,636 |
| DC AFFORDABLE LAW FIRM | ||||||
| 1717 K STREET NW | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| DC DIAPER BANK | ||||||
| 1532 A STREET NW | WASHINGTON | DC | 20002 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| DC PREP | ||||||
| 2405 MARTIN L KING JR AVE SE | WASHINGTON | DC | 20020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| DC PUBLIC LIBRARY FOUNDATION | ||||||
| PO BOX 66012 | WASHINGTON | DC | 20035 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $80,000 |
| DIASPORA ARTS CONNECTION INC | ||||||
| 463 CAMELBACK ROAD | PLEASANT HILL | CA | 94523 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| DIGNITAS UKRAINE INC | ||||||
| 29B COLFAX MNR | ROSELLE PARK | NJ | 07204 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $12,000 |
| FACE FOUNDATION | ||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $75,000 |
| FAIR ELECTIONS | ||||||
| 1825 K ST NW SUITE 701 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $130,000 |
| FDR MEMORIAL LEGACY COMMITTEE | ||||||
| 1629 K STREET 300 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $40,000 |
| FIRELIGHT THEATRE WORKSHOP | ||||||
| 49 UNION STREET | PETERBOROUGH | NH | 03458 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| FIRST TEE OF CHICAGO FOUNDATION | ||||||
| 35 E WACKER DR STE 300 | CHICAGO | IL | 60601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| FOUNDATION FOR THE NAT'L INST OF HEALTH | ||||||
| 11400 ROCKVILLE PIKE NO 600 | NORTH BETHESDA | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $155,000 |
| FREEDOM HOUSE INC | ||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,179 |
| FREEDOM HOUSE INC | ||||||
| 1850 M STREET NW 11TH FLOOR | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $98,821 |
| FRESHFARM MARKETS | ||||||
| 945 G STREET NW NO 211 | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| FRIENDS OF CANCER RESEARCH | ||||||
| 1800 M STREET NW SUITE 1050 S | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| FRIENDS OF FONDATION DE FRANCE | ||||||
| 31 W 34TH STREET STE 7010 | NEW YORK | NY | 10001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 |
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||
| PO BOX 505 | ETNA | NH | 03850 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,677 |
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||
| PO BOX 505 | ETNA | NH | 03850 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $26,193 |
| FRIENDS OF NOTRE-DAME DE PARIS INC | ||||||
| PO BOX 505 | ETNA | NH | 03850 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $47,322 |
| FRIENDS OF PRINCETON LACROSSE | ||||||
| 100 OVERLOOOK CENTER SUITE 300 | PRINCETON | NJ | 08540 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| FRIENDSHIP PLACE | ||||||
| 4713 WISCONSIN AVE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| GEORGE WASHINGTON UNIV SCHOOL OF MED | ||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 |
| GEORGETOWN UNIVERSITY | ||||||
| 600 NEW JERSEY AVE NW | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $86,867 |
| GEORGETOWN UNIVERSITY HOSPITAL FOUNDATION | ||||||
| 45155 RESEARCH PL 260 | ASHBURN | VA | 20147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| GIFFORDS LAW CENTER PREVENT GUN VIOLANCE | ||||||
| PO BOX 51196 | WASHINGTON | DC | 20091 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| GIRL SCOUTS OF CENTRAL MARYLAND | ||||||
| 4806 SETON DRIVE | BALTIMORE | MD | 21215 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| GRIDIRON CLUB AND FOUNDATION | ||||||
| 529 14TH ST NW 97 | WASHINGTON | DC | 20045 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 25 SHATTUCK STREET | BOSTON | MA | 02115 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| HAWAII COMMUNITY FOUNDATION | ||||||
| 827 FORT STREET MALL | HONOLULU | HI | 96813 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 |
| HEARTLAND ALLIANCE | ||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $183,000 |
| HEARTLAND ALLIANCE | ||||||
| 208 SOUTH LASALLE | CHICAGO | IL | 60604 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $468,406 |
| HILLWOOD ESTATE MUSEUM & GARDENS | ||||||
| 4155 LINNEAN AVENUE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| HISTORIC ROYAL PALACES INC | ||||||
| 1350 AVE OF THE AMERICAS STE 266 | NEW YORK | NY | 10019 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| I AM ALS | ||||||
| 1200 PENNSYLVANIA AVE NW 14135 | WASHNGTON | DC | 20044 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $201,144 |
| INTERNATIONAL MEDICAL CORPS | ||||||
| 12400 WILSHIRE BOULEVARD SUITE 1500 | LOS ANGELES | CA | 90025 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| JEWISH FOUNDATION FOR GROUP HOMES | ||||||
| 1500 EAST JEFFERSON STREET | ROCKVILLE | MD | 20852 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| JOEY'S FOUNDATION | ||||||
| 5117 52ND STREET NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $8,000 |
| JOHN EATON ELEMENTARY SCHOOL | ||||||
| 3301 LOWELL ST NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| JOHNS HOPKINS DEPARTMENT OF SURGERY | ||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,549 |
| JOHNS HOPKINS UNIVERSITY | ||||||
| 3910 KESWICK ROAD NO N4327B | BALTIMORE | MD | 21211 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $98,451 |
| KING BAUDOUIN FOUNDATION | ||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,040 |
| KOOLEN DE VRIES SYNDROME | ||||||
| PO BOX 470218 | FORT WORTH | TX | 76147 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| LANDON SCHOOL | ||||||
| 6101 WILSON LANE | BETHESDA | MD | 20817 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| LIEBER INSTITUTE | ||||||
| 855 NORTH WOLFE STREET | BALTIMORE | MD | 21205 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| LOBULAR BREAST CANCER ALLIANCE INC | ||||||
| PO BOX 200 119 | WHITE HORSE BEACH | MA | 02381 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| LOOKINGGLASS THEATRE | ||||||
| 3320 W FOSTER AVE | DAVIS | IL | 60625 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| LUCKY DOG ANIMAL RESCUE | ||||||
| 5159 LEE HIGHWAY | ARLINGTON | VA | 22207 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| MANY HANDS INC | ||||||
| 712 E 5TH ST APT 1 | PASADENA | MA | 02127 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| MARIST COLLEGE | ||||||
| 3399 NORTH RD | POUGHKEEPSIE | NY | 12601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,865 |
| MARIST COLLEGE | ||||||
| 3399 NORTH RD | POUGHKEEPSIE | NY | 12601 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $96,135 |
| MARTHA'S TABLE INC | ||||||
| 2114 14TH STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| MATTHEW H ORNSTEIN MEMORIAL FND | ||||||
| 2212 WYOMING AVE NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| MEDGLOBAL INC | ||||||
| 10604 SOUTHWEST HWY STE 107 | CHICAGO RIDGE | IL | 60415 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $111,603 |
| MEDGLOBAL INC | ||||||
| 10604 SOUTHWEST HWY STE 107 | CHICAGO RIDGE | IL | 60415 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $98,397 |
| MISSD - SUICIDE PREVENTION | ||||||
| C/O W DOLIN-180 E PEARSON NO 5301 | CHICAGO | IL | 60611 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $7,500 |
| MUSEUM OF LANGUAGE ARTS | ||||||
| 925 13TH STREET NW | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| NATIONAL BREAST CANCER COALITION FUND | ||||||
| 1010 VERMONT AVENUE NW SUITE 900 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| NATIONAL CENTER FOR HEALTH RESEARCH | ||||||
| 1001 CONNECTICUT AVENUE NW STE 1100 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| NATIONAL CENTER FOR JEWISH FILM | ||||||
| BRANDEIS UNIVERSITY LOWN 102 | WALTHAM | MA | 02454 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| NATIONAL CENTER FOR YOUTH LAW | ||||||
| 1212 BROADWAY NO 600 | OAKLAND | CA | 94612 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| NATIONAL CHILDREN'S MUSEUM | ||||||
| 1301 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20004 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| NATIONAL DEMOCRATIC INSTITUTE | ||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,263 |
| NATIONAL DEMOCRATIC INSTITUTE | ||||||
| 455 MASSACHUSETTS AVE NW 8TH FLOOR | WASHINGTON | DC | 20001 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $97,737 |
| NATIONAL GALLERY OF ART | ||||||
| 3001 CONSTITUTION AVE | WASHINGTON | DC | 20565 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| NEC SOCIETY DAVIS | ||||||
| PO BOX 72271 | DAVIS | CA | 95617 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| NEW ISREAL FUND | ||||||
| SIX EAST 39TH STREET SUITE 301 | NEW YORK | NY | 10016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| NO STOMACH FOR CANCER INC | ||||||
| PO BOX 46070 | MADISON | WI | 53744 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| OPPORTUNITIES FOR REFUGEES IN AMERICA | ||||||
| 5822 S BLACKSTONE AVE 2 | CHICAGO | IL | 60637 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| OVARIAN CANCER RESEARCH FOUNDATION | ||||||
| FOURTEEN PENNSYLVANIA PLAZA NO 2110 | NEW YORK | NY | 10122 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| PALM BEACH COUNTY FISHING FOUNDATION | ||||||
| PO BOX 468 | WEST PALM BEACH | FL | 33402 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| PANCREATIC CANCER ACTION NETWORK-PANCAN | ||||||
| 1500 ROSECRANS AVENUE SUITE 200 | MANHATTAN BEACH | CA | 90266 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $100,000 |
| PCD FOUNDATION | ||||||
| 10137 PORTLAND AVE S | MINNEAPOLIS | MN | 55420 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| PHILLIPS COLLECTION | ||||||
| 1600 21ST STREET NW | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| PRINCETON UNIVERSITY | ||||||
| PRINCETON | PRINCETON | NJ | 08544 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| RAZOM INC - UKRAINE AID | ||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | PC | TO PROVIDE UKRAINE RELIEF | $15,750 |
| RAZOM INC - UKRAINE AID | ||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $44,251 |
| REPRODUCTIVE FREEDOM FOR ALL | ||||||
| 1725 EYE STREET NW STE 900 | WASHINGTON | DC | 20006 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| RESCUE NOW | ||||||
| 1373 BRIDGEWATER LANE | LONG GROVE | IL | 60047 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| SASHA BRUCE YOUTHWORK INC | ||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $60,000 |
| SCHOOL OF LEADERSHIP AFGHANISTAN INC | ||||||
| 75 STATE STREET STE 100 | BOSTON | MA | 02109 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| SIBLEY MEMORIAL HOSPITAL | ||||||
| 5255 LOUGHBORO ROAD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $133,500 |
| SIDWELL FRIENDS SCHOOL | ||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| SIGNATURE THEATRE INC | ||||||
| 4200 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| SMITHSONIAN INSTITUTION | ||||||
| 3825 WISCONSIN AVENUE NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 |
| SOCIAL GOOD FUND INC | ||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| ST JOSEPH INDIAN SCHOOL | ||||||
| 1301 N MAIN ST CHAMBERLIN | SAN DIEGO | CA | 57325 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $500 |
| STUDIO THEATER | ||||||
| 1501 14TH ST NW NO 3 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| SURVIVORS EMPOWERED INC | ||||||
| 1315 S CLAYTON ST SUITE 300 | DENVER | CO | 80210 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| TEMPLE SINAI | ||||||
| 509 BROADWAY | SARATOGA SPRINGS | NY | 12866 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $15,000 |
| THE BARACK OBAMA FOUNDATION | ||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $4,150 |
| THE FAMILY FOUNDATION | ||||||
| 707 EAST FRANKLIN STREET | RICHMOND | VA | 23219 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| THE NEW YORK CENTER FOR CHILDREN | ||||||
| 333 E 70TH STREET | NEW YORK | NY | 10021 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| THE RODHAM INSTITUTE AT GEORGE WASHINGON UNIVERSITY SCHOOL OF MEDICINE | ||||||
| 1918 F STREET NW | WASHINGTON | DC | 20052 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $13,133 |
| THE ROOSEVELT INSTITUTE | ||||||
| 570 LEXINGTON AVENUE | NEW YORK | NY | 10022 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| TUFTS MEDICAL CENTER | ||||||
| 800 WASHINGTON STREET BOX 468 | BOSTON | MA | 02111 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| UCLA FOUNDATION | ||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $25,000 |
| UNITED HELP UKRAINE | ||||||
| 3930 WALNUT STREET | FAIRFAX | VA | 22030 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $1,000 |
| US AGAINST ALZHEIMERS | ||||||
| 1101 K ST NW STE 400 | WASHINGTON | DC | 20005 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $154,420 |
| WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION | ||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $245,580 |
| WASHINGTON NATIONAL CATHEDRAL BEAUVOIR | ||||||
| 3500 WOODLEY RD NW | WASHINGTON | DC | 20016 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,500 |
| WASHINGTON OFFICE ON LATIN AMERICA | ||||||
| 1666 CONNECTICUT AVENUE NW NO 400 | WASHINGTON | DC | 20009 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 |
| WENDT CENTER | ||||||
| 4201 CONNECTICUT AVENUE NW NO 300 | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $20,000 |
| WOMEN IN FILM AND VIDEO | ||||||
| 100 18TH STREET NW STE 300 | WASHINGTON | DC | 20036 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $10,000 |
| WOODLAND NORMANSTONE NEIGBORHOOD ASSN | ||||||
| 2606 NORMANSTONE LN NW | WASHINGTON | DC | 20008 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $2,000 |
| WOODLEY HOUSING CORPORATION | ||||||
| 6856 EASTERN AVENUE NW NO 300 | WASHINGTON | DC | 20012 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $5,000 |
| WYKOFF HOUSE MUSEUM | ||||||
| 5816 CLARENDON ROAD | BROOKLYN | NY | 11203 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $3,000 |
| YAHADIN UNUM MID AMERICA | ||||||
| 2444 MADISON RD 1708 | CINCINNATI | OH | 45208 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $35,000 |
| YALE UNIVERSITY | ||||||
| PO BOX 208241 | NEW HAVEN | CT | 06520 | PC | TO AID IN THE EXEMPT PURPOSE OF THE ORGANIZATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,523,854 | 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 | $384,800 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,014,508 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $899 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,135,668 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,619,246 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,619,246 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,100 | Amt |
| Net Investment Income | $9,050 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,050 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC/CA-CL C | $78,579 | $704,650 |
| ALPHABET INC/CA-CL A | $78,989 | $698,450 |
| APPLE INC | $7,230,220 | $13,380,835 |
| BERKSHIRE HATHAWAY INC-CL A | $509,920 | $43,410,002 |
| BERKSHIRE HATHAWAY INC-CL B | $86,951 | $133,748 |
| BLACKSTONE INC | $411,646 | $5,399,010 |
| BOEING CO | $55,693 | $36,492 |
| CHEVRON CORP | $648,554 | $922,107 |
| COCA-COLA CO | $5,780 | $1,129,983 |
| CSX CORP | $143,490 | $312,030 |
| DANAHER CORP | $4,052,254 | $6,315,582 |
| DELTA AIR LINES INC | $27,391 | $40,230 |
| DEXCOM INC | $114,168 | $884,762 |
| DOLLAR GENERAL CORP | $131,060 | $271,900 |
| EXXON MOBIL CORP | $36,929 | $43,991 |
| FORTUNE BRANDS HOME & SECURI | $85,253 | $182,736 |
| GENERAL DYNAMICS CORP | $1,095,458 | $1,785,231 |
| INTL BUSINESS MACHINES CORP | $206,225 | $263,152 |
| JPMORGAN CHASE & CO | $103,266 | $170,100 |
| KYNDRYL HOLDINGS INC | $6,314 | $4,592 |
| LOEWS CORP | $926 | $114,824 |
| MCDONALD'S CORP | $106,237 | $14,425,805 |
| NIKE INC -CL B | $50,507 | $2,122,544 |
| ROSS STORES INC | $205,276 | $17,008,269 |
| RTX CORP | $44,915 | $42,070 |
| VERALTO CORP | $534,857 | $748,566 |
| VISA INC-CLASS A SHARES | $74,755 | $1,444,943 |
| WALGREENS BOOTS ALLIANCE INC | $723 | $91,385 |
| WAL-MART STORES INC | $20,402 | $614,835 |
| EVOL TECHNOLOGIES HOLDINGS | $0 | $33,814 |
| MASTERBRAND INC | $12,298 | $59,400 |
| MATTERPORT INC | $0 | $19,637 |
| CARNIVAL CORP | $52,177 | $37,080 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,284,207 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,078,815 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLENVIEW OFFSHORE OPPORTUNITY | AT COST | $750,000 | $762,166 |
| LONG POND OFFSHORE LTD. | AT COST | $973,872 | $997,053 |
| SHELLBACK OFFSHORE FUND LTD. | AT COST | $1,476,448 | $2,755,347 |
| SKELLIG OFFSHORE LTD. | AT COST | $11,561 | $11,561 |
| THIRTEEN PARTNERS OFFSHORE, LTD. | AT COST | $500,000 | $1,145,286 |
| TRIAN PARTNERS, LTD. | AT COST | $1,000,000 | $1,588,550 |
| PERSHING SQUARE INTERNATIONAL LTD. | AT COST | $815,741 | $815,741 |
| ALTERMAN PROPERTIES LLC | AT COST | $5,330 | $5,330 |
| EMERGING EUROPE GROWTH FD II LP | AT COST | $2,233 | $2,233 |
| L&B ONSHORE FUND LP | AT COST | $512,244 | $512,244 |
| LUX VENTURES CAYMAN III LP | AT COST | $185,245 | $185,245 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN ARTWORK | Desc |
| BOY Book Value | $329,033 | BOYBookValueAmt |
| EOY Book Value | $329,033 | EOYBookValueAmt |
| EOYFMV | $329,033 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $58,647 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES & EXPENSES | $69 | $0 | $69 |
| DUES & SUBSCRIPTIONS | $564 | $0 | $564 |
| INSURANCE | $137 | $0 | $137 |
| LICENSES AND FEES | $405 | $0 | $405 |
| MEAL & ENTERTAINMENT | $1,822 | $0 | $1,822 |
| DEDUCTIONS FROM PASSTHROUGH INVESTMENTS | $36,116 | $36,116 | $0 |
| OTHER INVESTMENT DEDUCTIONS | $19,979 | $19,979 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $190 | $190 | $190 |
| OTHER INCOME (GRANTS REFUNDED) | $25,000 | $0 | $25,000 |
| PARTNERSHIP UBI REPORTED ON K-1'S | -$38,125 | ||
| OTHER INCOME | $58,181 | $58,181 | $58,181 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $196,144 | $0 | $196,144 |
| PAYROLL SERVICES | $2,250 | $0 | $2,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $10,393 | $5,196 | $5,197 |
| FOREIGN TAXES - FROM PASSTHROUGHS | $149 | $149 | $0 |