THE BENEDICT SILVERMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE BENEDICT SILVERMAN FOUNDATION (EIN 26-1441980)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202303199349100920
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Other Receivables Officers Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T07:33:14-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 ROCKEFELLER PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261441980 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEDICT SILVERMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENE | BusinessNameControlTxt |
| Phone | 2126971000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO CITRIN 50 ROCKEFELLER PLZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIFFANY ZAPICO | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2126971000 | PhoneNum |
| Signature | 2023-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TIFFANY | PersonFirstNm |
| Person Last | ZAPICO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMANDA ADAMS | PreparerPersonNm |
| PTIN | P00748038 | PTIN |
| Phone | 2126971000 | PhoneNum |
| Preparation | 2023-11-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $37,426,613 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $729,839 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $389,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,593 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,000 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,000 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,163,747 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,313,485 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $845,709 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $832,612 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $814,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,235,205 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $541,496 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $541,496 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $84,406 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $84,406 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $73,193 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $73,193 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $43,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $41,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $476,509 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $81,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $394,765 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,783 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $177,062 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $13,000 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $164,062 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,832 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,832 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $274,835 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $274,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,697,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $94,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,584,789 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,636,243 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,636,243 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,333,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $94,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,221,032 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,519,165 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,140,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $325,761 | CashBOYAmt |
| Cash EOY | $1,961,670 | CashEOYAmt |
| Cash EOYFMV | $1,961,670 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,690,269 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,073,920 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,073,920 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $20,532 | AcctRcvblAmt |
| Acct Rcvbl EOY | $20,532 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $20,532 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $438 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $3,441 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $3,441 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses EOY | $2,297 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,297 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,618,921 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $13,573,472 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,326,346 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,975,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,946,828 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,505,471 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $7,021,030 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,507,821 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $15,139,074 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $15,272,600 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $38,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $95,980 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $95,980 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $38,701,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $38,128,731 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $37,426,613 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $7,308 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,387 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,308 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,387 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $38,694,602 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $38,118,344 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,694,602 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,118,344 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $38,701,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $38,128,731 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,694,602 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,519,165 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,942,907 | OtherIncreasesAmt |
| Subtotal | $38,118,344 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,118,344 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $11,313,485 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,477,232 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,163,747 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,163,747 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,163,747 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,852 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,852 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,852 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,741 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,741 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $294 | EsPenaltyAmt |
| Overpayment | $3,595 | OverpaymentAmt |
| Applied To ES Tax | $3,595 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126971000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O CITRIN 50 ROCKEFELLER PLZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JAYNE BENTZEN | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | PRESIDENT | 20.00 | $0 | $0 | $0 |
| DIANE ARCHER | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | SECRETARY | 2.00 | $0 | $0 | $0 |
| ALLISON JAFFIN | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| SCOTT HARRISON | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| RHAHIME BELL | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 0.15 | $0 | $0 | $0 |
| STEPHEN PRESSER | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | TRUSTEE | 0.15 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| TIFFANY ZAPICO | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | CEO | 40.00 | $195,036 | $18,047 | $0 |
| EMILY VANHOUTEN | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | PROGRAM OFFICER | 40.00 | $131,336 | $3,876 | $0 |
| ELIZABETH KEANE | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | DIRECTOR OF OPERATIO | 40.00 | $101,033 | $15,009 | $0 |
| AARON PREBENDA | ||||||||
| C/O CITRIN 50 ROCKEFELLER PLZ | NEW YORK | NY | 10020 | DIRECTOR OF PARTNERS | 40.00 | $60,016 | $1,406 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KATHERINE P MILES | |||||
| 5A WEBSTER PLACE | BROOKLYN | NY | 11215 | ACADEMIC ADVISOR | $171,500 |
| BARSAMIAN COMMUNICATION | |||||
| 157 COLUMBUS AVE | NEW YORK | NY | 10023 | VIDEO PRODUCTION | $137,861 |
| BANK OF AMERICA | |||||
| 50 BAYARD STREET | NEW YORK | NY | 10013 | INVESTMENT MANAGEMENT FEES | $81,744 |
| PATTERSON BELKNAP WEBB & TYLER | |||||
| 1133 AVENUE OF THE AMERICAS | NEW YORK | NY | 10036 | LEGAL | $73,193 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HELPING CHILDREN ACHIEVE LITERACY BY DISSEMINATING HIGH-QUALITY, COST-EFFECTIVE PROGRAMS FOR SCHOOLS AND FAMILIES. | Description1Txt |
| Expenses1 | $205,675 | 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 | $19,444,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,159,430 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $17,052,408 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,656,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,656,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $609,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $40,046,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,002,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,002,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,852 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,852 | TotalTaxAmt |
| Distributable Before Adj | $1,986,477 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,986,477 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,986,477 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,221,032 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,221,032 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,986,477 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $118,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $560,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,068,661 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,888,778 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,636,474 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,221,032 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,986,477 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,234,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,871,029 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,871,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $118,577 | ExcessFromYear4Amt |
| Excess From Year3 | $560,458 | ExcessFromYear3Amt |
| Excess From Year2 | $1,068,661 | ExcessFromYear2Amt |
| Excess From Year1 | $1,888,778 | ExcessFromYear1Amt |
| Excess From Current Year | $1,234,555 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY | ||||||
| 4400 MASSACHUSETTS AVENUE NORTHWEST | WASHINGTON | DC | 200168065 | PC | LITERACY PROGRAMMING | $127,217 |
| ELIJAH'S PROMISE INC | ||||||
| 211 LIVINGSTON AVENUE | NEW BRUNSWICK | NJ | 08901 | PC | MOBILE FOOD PANTRY | $78,000 |
| FUND FOR THE CITY OF NEW YORK | ||||||
| 121 6TH AVE 6TH FLOOR | NEW YORK | NY | 10013 | PC | FOOD PANTRY | $100,000 |
| GEORGIA GWINNETT COLLEGE FOUNDATION INC | ||||||
| 1000 UNIVERSITY CENTER LANE | LAWRENCEVILLE | GA | 30043 | PC | LITERACY PROGRAMMING | $22,176 |
| IT TAKES A VILLAGE | ||||||
| 259 GRIFFITH ROAD | TYLER HILL | PA | 18469 | PC | SUPPORTING MENTAL HEALTH PROGRAMS IN SCHOOLS | $50,000 |
| JOHNS HOPKINS UNIVERSITY & HEALTH SYSTEM | ||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | PC | TUTORING PROGRAMS | $125,000 |
| LITERACY TRUST | ||||||
| 315 WEST 36TH STREET SUITE 6050 | NEW YORK | NY | 10018 | PC | GENERAL OPERATING | $505,600 |
| RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | ||||||
| 230 W 41ST ST 7 | NEW YORK | NY | 10036 | PC | LITERACY PROGRAMMING | $521,000 |
| SOUTH ASIAN COUNCIL FOR SOCIAL SERVICES | ||||||
| 143-06 45TH AVE | FLUSHING | NY | 11355 | PC | FOOD PANTRY | $107,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,636,243 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESEARCH FOUNDATION OF THE CITY UNIVERSITY OF NEW YORK | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 W 41ST ST 7 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | LITERACY PROGRAMMING | GrantOrContributionPurposeTxt |
| Amt | $506,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $506,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $389,593 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $830,399 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,163,747 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SECURITIES LITIGATION/OTHER | 01 | $2,213 |
| TAX REFUND | 01 | $13,097 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $71,555 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $71,555 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BENEDICT A SILVERMAN TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 406 W HILLSBORO BLVD | AddressLine1Txt |
| City | DEERFIELD BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33441 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $729,839 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $43,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,200 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSFERS TO AND FROM CONTROLLED ENTITIES | IdentifierTxt |
| Form And Line Reference | PART VI-A, LINE 11 | FormAndLineReferenceDesc |
| Medium Explanation | CONTROLLED ENTITY #1NAME: MORTON DEMPSTER ASSOCIATES, LLCEIN: 81-4231418ADDRESS: 3850 S. UNIVERSITY DRIVE, #291327, DAVIE, FL 33329TRANSFER FROM ENTITY DESCRIPTION: DISTRIBUTIONS FROM LIMITED PARTNERSHIPTRANSFER FROM ENTITY AMOUNT: 356,766EXCESS BUSINESS HOLDING: NOCONTROLLED ENTITY #2NAME: FAIRFAX JERMANTOWN ASSOCIATES, LLCEIN: 81-3815947ADDRESS: 3850 S. UNIVERSITY DRIVE, #291327, DAVIE, FL 33329TRANSFER FROM ENTITY DESCRIPTION: DISTRIBUTIONS FROM LIMITED PARTNERSHIPTRANSFER FROM ENTITY AMOUNT: 532,037EXCESS BUSINESS HOLDING: NOCONTROLLED ENTITY #3NAME: FRANKS DOCKSIDE, LLCEIN: 46-4286413ADDRESS: 3850 S. UNIVERSITY DRIVE, #291327, DAVIE, FL 33329TRANSFER FROM ENTITY DESCRIPTION: DISTRIBUTIONS FROM LIMITED PARTNERSHIPTRANSFER FROM ENTITY AMOUNT: 38,000EXCESS BUSINESS HOLDING: NO | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INTERNATIONAL DEVELOPED BONDS | $553,346 | $495,193 |
| INVESTMENT GRADE TAXABLE | $6,952,125 | $6,525,837 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MARKETS EQUITIES | $404,301 | $341,117 |
| INTERNATIONAL DEVELOPED EQUITIES | $1,437,287 | $1,319,058 |
| US LARGE CAP EQUITIES | $5,573,279 | $5,650,227 |
| US MID CAP EQUITIES | $1,957,460 | $1,811,992 |
| US SMALL CAP EQUITIES | $954,019 | $852,749 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| APOLLO NATURAL RESOURCES II ASP FUND | AT COST | $101,604 | $103,361 |
| FAIRFAX JERMANTOWN ASSOCIATES, LLC | AT COST | $7,017,104 | $7,957,455 |
| FRANKS DOCKSIDE LLC | AT COST | $242,765 | $314,758 |
| KKR SPECIAL SITUATION II ASP FUND | AT COST | $181,224 | $265,829 |
| MORTON DEMPSTER ASSOCIATES, LLC | AT COST | $4,844,295 | $4,930,051 |
| NORTHPORT MCFARLAND ASSOCIATES | AT COST | $2,090,036 | $1,065,070 |
| PRO-INVEST AUSTRALIAN OPPORTUNITIES OFFSHORE FEEDER FUND LP | AT COST | $662,046 | $636,076 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GENERAL GOVERNANCE AND COUNSEL | CategoryTxt |
| Legal Fees | $73,193 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $73,193 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $38,400 | BOYBookValueAmt |
| EOY Book Value | $95,980 | EOYBookValueAmt |
| EOYFMV | $95,980 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $52,727 | $0 | $52,727 |
| READING PROGRAMS EXPENSES | $205,675 | $0 | $205,675 |
| INSURANCE | $8,852 | $0 | $8,852 |
| COMPUTER EXPENSE | $326 | $0 | $326 |
| PROFESSIONAL DEVELOPMENT | $5,792 | $0 | $5,792 |
| STAFF & BOARD APPRECIATION | $1,463 | $0 | $1,463 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 INCOME | $830,399 | $830,399 | $830,399 |
| SECURITIES LITIGATION/OTHER | $2,213 | $2,213 | $2,213 |
| TAX REFUND | $13,097 | $13,097 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO REFLECT CORRECT BOOK VALUE FOR PARTNERSHIP INVESTMENTS | Desc |
| Amt | $1,942,907 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| CREDIT CARD PAYABLE | $7,308 | $8,587 |
| TENANT SECURITY DEPOSIT | $0 | $1,800 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT AND CUSTODIAL FEES | $81,744 | $81,744 | $0 |
| PHILANTHROPIC CONSULTING SERVICES | $251,569 | $0 | $251,569 |
| VIDEO PRODUCTION | $137,971 | $0 | $137,971 |
| DATABASE SERVICES | $5,225 | $0 | $5,225 |
Other Receivables Officers Sch OtherReceivablesOfficersSch
Officer Other Rcvbl OfficerOtherRcvblGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Borrower Person | JAYNE BENTZEN | BorrowerPersonNm |
| Loan Original | $5,807 | LoanOriginalAmt |
| Balance Due | $3,441 | BalanceDueAmt |
| Repayment Terms | REPAID IN EARLY 2023 | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | NONE | SecurityProvidedBorrowerTxt |
| Loan Purpose | ERRONEOUS DEPOSIT OF FOUNDATION CHECK | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $5,807 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE TAXES | $4,783 | $0 | $0 |
| EXCISE TAX | $11,000 | $0 | $0 |