CARMEL HILL FUND: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CARMEL HILL FUND (EIN 13-6881103)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349105911
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2024-11-15T14:02:16-06:00 | 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 | 227 WEST FIRST STREET SUITE 700 | AddressLine1Txt |
| City | DULUTH | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55802 | 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 | 136881103 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CARMEL HILL FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARM | BusinessNameControlTxt |
| Phone | 3477194767 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E 53RD ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100224200 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ITAI DINOUR | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3477194767 | PhoneNum |
| Signature | 2024-11-15 | 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 | JULIE BOYER | PreparerPersonNm |
| PTIN | P01278549 | PTIN |
| Phone | 2187275025 | PhoneNum |
| Preparation | 2024-11-15 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $444,422,614 | 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 | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,520,662 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,520,662 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,297,961 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $118,081,057 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,297,961 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,487,672 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,482,914 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,306,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,301,597 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $920,028 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $920,028 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,102,418 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $3,102,418 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,398,912 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,398,912 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $88,268 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,268 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,231 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $42,231 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,330,599 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $65,585 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,265,014 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $185,385 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $185,114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $117,107 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $329,082 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $329,082 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $175,347 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $175,347 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,952,540 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $550,980 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,400,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,641,917 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $801,679 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,722,020 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,038,888 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,038,888 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,680,805 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $801,679 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,760,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,374,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,499,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,779,100 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,102,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,102,662 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $43,509,837 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,924,816 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $37,426,086 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $260,155,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $314,536,049 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $347,703,480 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $89,642,956 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $43,447,349 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,463,281 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,087,606 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $117,107 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $3,331,000 | LandBOYAmt |
| Land EOY | $4,970,499 | LandEOYAmt |
| Land EOYFMV | $6,727,105 | LandEOYFMVAmt |
| Total Assets BOY | $407,418,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $400,981,375 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $444,422,614 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $407,418,130 | CapitalStockBOYAmt |
| Capital Stock EOY | $400,981,375 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $407,418,130 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $400,981,375 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $407,418,130 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $400,981,375 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $407,418,130 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,374,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $401,043,680 | SubtotalAmt |
| Other Decreases | $62,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $400,981,375 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| ACACIA PARTNERS | P | $27,684 | -$27,684 | -$27,684 | |
| ACACIA PARTNERS | P | $705,715 | $705,715 | $705,715 | |
| PUBLICLY TRADED SECURITIES | P | $114,755,412 | $2,619,930 | $2,619,930 | $117,375,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,297,961 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $132,049 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $132,049 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $132,049 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $663,191 | 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 | $663,191 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $531,142 | OverpaymentAmt |
| Applied To ES Tax | $531,142 | 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 | NY | 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | CARMELHILL.ORG | WebsiteAddressTxt |
| Individual With Books | ITAI DINOUR | IndividualWithBooksNm |
| Phone | 3477194767 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 E 53RD ST 3RD FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100224200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| ARLENE FARRAND-BORGERSON | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | EXECUTIVE DIRECTOR | 40.00 | $403,394 | $523,797 | $0 |
| ITAI DINOUR | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | EXECUTIVE DIRECTOR | 40.00 | $434,452 | $48,582 | $1,100 |
| ROBERT D GOLDFARB | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DANIEL LYNN MOSLEY | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| ELIZABETH A RUANE | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | TRUSTEE | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| FANON J HOWELL | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | AREA DIRECTOR CHFEP | 40.00 | $303,118 | $49,751 | $1,200 |
| EILEEN M MCMAHON | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | AREA DIRECTOR CHFEP | 40.00 | $177,155 | $71,819 | $1,200 |
| SAYLEE VAN VALKENBURGH | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | IMPL SPECIALIST & ST | 40.00 | $109,976 | $64,937 | $1,200 |
| MARIA GARCIA | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | IMPL SPECIALIST & ST | 40.00 | $140,204 | $26,459 | $1,200 |
| ALLISON PAINICH | ||||||||
| 1 EAST 53RD STREET 3RD FL | NEW YORK | NY | 10022 | AREA DIRECTOR CHF EP | 40.00 | $141,267 | $15,859 | $1,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 24 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHN GALLIN & SON INC | |||||
| 102 MADISON AVENUE | NEW YORK | NY | 10016 | CONSTRUCTION | $1,273,757 |
| EDUCATION FIRST CONSULTING LLC | |||||
| PO BOX 22871 | SEATTLE | WA | 98122 | CONSULTING | $341,698 |
| ZUBATKIN OWNER REPRESENTATION | |||||
| 333 WEST 52ND STREET | NEW YORK | NY | 10019 | CONSULTING | $141,744 |
| JULIE PONCELET CONSULTING INC | |||||
| 5123 WEST 98TH STREET | MINNEAPOLIS | MN | 55437 | CONSULTING | $125,879 |
| ANN HAMM- SCHOLLY MOLLY INC | |||||
| 59 WEST 126 STREET | NEW YORK | NY | 10027 | CONSULTING | $117,952 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE CARMEL HILL FUND EDUCATION PROGRAM SUPPORTS INDEPENDENT READING EFFORTS IN 100 SCHOOLS IN THREE CITIES: NEW YORK, NEW YORK; DENVER, COLORADO; AND MONROE, LOUSIANA, REACHING OVER 55,000 STUDENTS DURING THE 2022-23 SCHOOL YEAR. THE EDUCATION PROGRAM MISSION IS TO PROMOTE LITERACY AND FOSTER A LOVE OF READING, PARTICULARLY AMONG AT-RISK YOUTH IN INNER CITIES. TO THIS END, WE PARTNER WITH SCHOOLS TO UTILIZE RENAISSANCE LEARNING'S ACCELERATED READER SOFTWARE PROGRAM TO HELP MONITOR COMPLETION AND COMPREHENSION OF STUDENT READING PROGRESS. EDUCATION PROGRAM STAFF VISIT SCHOOLS AND ASSIST PRINCIPALS, TEACHERS, AND LIBRARIANS IN THE SUCCESSFUL IMPLEMENTATION OF THE READING PROGRAM. | Description1Txt |
| Expenses1 | $8,898,427 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $386,920,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,406,666 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,331,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $394,657,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $394,657,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,919,868 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $388,737,982 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,436,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,436,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $132,049 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $32 | IncomeTaxAmt |
| Total Tax | $132,081 | TotalTaxAmt |
| Distributable Before Adj | $19,304,818 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,304,818 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,304,818 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,760,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $1,756,606 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $17,517,514 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,304,818 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $16,730,365 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,517,514 | QualifyingDistributionsAmt |
| Applied To Year1 | $16,730,365 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $787,149 | 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 | $18,517,669 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| RSF SOCIAL FINANCE | |||||||
| PO BOX 2007 | SAN FRANCISO | CA | 94126 | NONE | PC | DONOR ADVISED FUND - PLANNED FOR GIFTS FOR DONEE'S EXEMPT PURPOSE AND CAUSE | $1,916,634 |
| VERMONT COMMUNITY FOUNDATION | |||||||
| 3 COURT STREET | MIDDLEBURY | VT | 05753 | NONE | PC | DONOR ADVISED FUND - PLANNED FOR GIFTS FOR DONEE'S EXEMPT PURPOSE AND CAUSE | $1,916,634 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | TUITION & FEES | $90,750 |
| ST MARK THE EVANGELIST SCHOOL | |||||||
| 55 W 138TH STREET | NEW YORK | NY | 10037 | NONE | PC | TUITION & FEES | $21,035 |
| MOUNT CARMEL-HOLY ROSARY SCHOOL | |||||||
| 371 PLEASANT AVENUE | NEW YORK | NY | 10035 | NONE | PC | TUITION & FEES | $36,400 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | MENTAL HEALTH SERVICES FOR YOUTH AGES 14-24; TUITION & FEES | $57,435 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,038,888 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRAIN & BEHAVIOR RESEARCH FOUNDATION | |||||||
| 747 THIRD AVENUE 33RD FLOOR | NEW YORK | NY | 10017 | NONE | PC | YOUNG INVESTIGATOR GRANT PROGRAM AND RUANE PRIZE FOR OUTSTANDING ACHIEVEMENT IN CHILD AND ADOLESCENT PSYCHIATRIC RESEARCH | $550,000 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | MENTAL HEALTH SERVICES FOR YOUTH AGES 14-24 | $142,565 |
| THE CHILDREN'S AID SOCIETY | |||||||
| 117 W 124TH STREET 5TH FLOOR | NEW YORK | NY | 10027 | NONE | PC | AFTER-SCHOOL PROGRAMMING AT DUNLEVY-MILBANK CENTER. | $160,000 |
| CITIZENS' COMMITTEE FOR CHILDREN OF NEW YORK | |||||||
| 14 WALL STREET SUITE 4E | NEW YORK | NY | 10005 | NONE | PC | CAMPAIGN FOR HEALTHY MINDS, HEALTHY KIDS | $100,000 |
| COLLABORATIVE FOR ACADEMIC SOCIAL AND EMOTIONAL LEARNING (CASEL) | |||||||
| 815 W VAN BUREN ST STE 210 | CHICAGO | IL | 60607 | NONE | PC | IMPLEMENTATION OF STRATEGIC PLAN | $25,000 |
| HENRY STREET SETTLEMENT | |||||||
| 265 HENRY STREET | NEW YORK | NY | 10002 | NONE | PC | MENTAL HEALTH SERVICES FOR YOUTH AGES 14-24 | $150,000 |
| INSEPARABLE INC | |||||||
| 409 7TH STREET NW | WASHINGTON | DC | 20004 | NONE | PC | GENERAL OPERATING EXPENSES | $100,000 |
| NEW VISIONS FOR PUBLIC SCHOOLS INC | |||||||
| 205 EAST 42ND STREET 4TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | IN SUPPORT OF LITERACY ACADEMY COLLECTIVE | $200,000 |
| SAMEHERE GLOBAL INC | |||||||
| 610 N GILBERT ROAD 313 | GILBERTZ | AZ | 85234 | NONE | PC | FUNDRAISING CAPACITY BUILDING | $50,000 |
| MADISON SQUARE BOYS & GIRLS CLUB FOUNDATION | |||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | NONE | PC | UNRESTRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | $275,000 |
| ROOTS FAMILY CENTER | |||||||
| 4200 MORRISON ROAD UNIT 7 | DENVER | CO | 80219 | NONE | PC | LITERACY THROUGH HOME VISITATION PROGRAMS FOR FAMILIES WITH CHILDREN 0-5 YEARS OLD IN SOUTHWEST DENVER | $95,000 |
| SOCIAL GOOD FUND | |||||||
| 6641 AQUA VISTA COURT | RICHMOND | CA | 94805 | NONE | PC | NEXT GENERATION POLITICS/YVOTE AND THE NYC YOUTH AGENDA INITIATIVE | $50,000 |
| FUND FOR PUBLIC HEALTH IN NEW YORK INC | |||||||
| 22 CORTLANDT STREET SUITE 802 | NEW YORK | NY | 10007 | NONE | PC | NYC TELE-MENTAL HEALTH INITIATIVE: NYC SCHOOL-BASED MENTAL HEALTH SERVICES AND CAPACITY-BUILDING EXPANSION | $300,000 |
| UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | |||||||
| 55 BROAD STREET 15TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | MENTAL HEALTH SERVICES FOR YOUTH AGES 14-24 | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,447,565 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,520,662 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $739 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,297,961 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (5 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| ACACIA PARTNERS LP - UBI | 900099 | $4,755 | ||
| ACACIA PARTNERS LP | 14 | $1,455,396 | ||
| PAY - MISC. INCOME | 01 | $3 | ||
| INVEST - MISC. INCOME | 14 | $15,185 | ||
| FOREIGN TAX REFUND | 14 | $12,333 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,494 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,301,600 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,307,094 | 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 | $42,231 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $42,231 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BUILDING IMPROVMENTS | PropertyDesc |
| Acquired | 2023-01-01 | AcquiredDt |
| Cost Or Other Basis | $1,756,606 | CostOrOtherBasisAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 15.000000000000 | LifeRt |
| Current Year Expense | $117,107 | CurrentYearExpenseAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SEQUOIA FUND | $89,087,370 | $93,700,609 |
| VANGUARD S&P 500 INDEX ETF | $225,448,679 | $254,002,871 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $36,924,816 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $37,426,086 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ACACIA PARTNERS LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $43,447,349 | BookValueAmt |
| EOYFMV | $51,463,281 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BUILDING IMPROVMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $1,756,606 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $117,107 | AccumulatedDepreciationAmt |
| Book Value | $1,639,499 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $88,268 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $88,268 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $62,305 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CARMEL HILL READING PROJECT EXPENSES | $3,886,211 | $0 | $3,886,211 |
| INSURANCE | $61,607 | $0 | $61,607 |
| OFFICE FURNITURE | $38,104 | $0 | $38,104 |
| SUPPLIES | $80,732 | $0 | $80,732 |
| POSTAGE AND DELIVERY | $916 | $0 | $916 |
| PROPERTY (CT MAINTENANCE) | $32,446 | $0 | $32,446 |
| DESIGNATED SERVICE PROVIDER | $69,599 | $0 | $69,599 |
| INVESTMENT INTEREST EXPENSE (FROM ACACIA PARTNERS LP) | $13,279 | $13,279 | $0 |
| OTHER EXPENSES (FROM ACACIA PARTNERS LP) | $538,541 | $537,701 | $0 |
| INTERNET & WEB SITE DEVELOP | $15,333 | $0 | $15,333 |
| TRANSITCHECK ADMIN | $257 | $0 | $257 |
| MISCELLANEOUS | $628 | $0 | $628 |
| STIPEND-MOBILE & INTERNET | $35,425 | $0 | $35,425 |
| STUDENT ENRICHMENT | $179,462 | $0 | $179,462 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ACACIA PARTNERS LP - UBI | $4,755 | $4,755 | |
| ACACIA PARTNERS LP | $1,455,396 | $1,455,396 | $1,455,396 |
| PAY - MISC. INCOME | $3 | $3 | |
| INVEST - MISC. INCOME | $15,185 | $15,185 | $15,185 |
| FOREIGN TAX REFUND | $12,333 | $12,333 | $12,333 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $808,898 | $0 | $808,898 |
| PROFESSIONAL DEVELOPMENT | $78,248 | $0 | $78,248 |
| INVESTMENT MANAGEMENT FEES | $65,585 | $65,585 | $0 |
| FIDUCIARY FEES | $15,137 | $0 | $15,137 |
| PROFESSIONAL FEES | $362,731 | $0 | $362,731 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $180,295 | $180,024 | $0 |
| REAL ESTATE TAX | $5,090 | $5,090 | $0 |