AMY KLETTE NEWMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- AMY KLETTE NEWMAN FOUNDATION (EIN 58-2524051)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202211369349103441
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:02:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223077810 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREGORY AND SCHWARTZ | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 ROUTE 17 NORTH SUITE 305 | AddressLine1Txt |
| City | PARAMUS | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076521415 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582524051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMY KLETTE NEWMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AMYK | BusinessNameControlTxt |
| Phone | 2128855158 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128855158 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CAROL | PersonFirstNm |
| Person Last | JOSEPH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES GREGORY | PreparerPersonNm |
| PTIN | P01259793 | PTIN |
| Phone | 2019860007 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,257,648 | 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 |
| Dividends Rev And Expnss | $120,993 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,993 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $238,497 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,892,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,497 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $359,490 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $359,490 | 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 |
| Accounting Fees Rev And Expnss | $2,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $25,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,937 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,664 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,644 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $55,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,644 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $347,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $347,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $402,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,644 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $347,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$43,411 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $340,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $303,255 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $411,799 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $411,799 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,353,248 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,856,378 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,466,135 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,017,382 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,362,297 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,379,714 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,673,885 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,630,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,257,648 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,673,885 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,630,474 | 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 | $3,673,885 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,630,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,673,885 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,630,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,673,885 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$43,411 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,630,474 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,630,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (53 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AQR MANAGED FUTURES CUSIP 00203H842 | P | 2020-08-05 | 2021-01-20 | $3,994 | $4,175 | -$181 | -$181 |
| COHEN & STEERS REALTY CUSIP XXX-XX-XXXX | P | 2021-03-05 | 2021-09-09 | $12,537 | $10,442 | $2,095 | $2,095 |
| COHEN & STEERS REALTY CUSIP XXX-XX-XXXX | P | 2021-10-08 | 2021-11-05 | $4,735 | $4,401 | $334 | $334 |
| COHEN & STEERS REALTY CUSIP XXX-XX-XXXX | P | 2021-03-05 | 2021-11-16 | $3,438 | $2,665 | $773 | $773 |
| EATON VANCE GLOBAL MACRO CUSIP XXX-XX-XXXX | P | 2021-03-05 | 2021-10-08 | $8,140 | $7,981 | $159 | $159 |
| FID SAI LONG TERM TREASURY BOND CUSIP 31635V851 | P | 2021-10-08 | 2021-12-09 | $4,235 | $4,032 | $203 | $203 |
| FIDELITY SAI INFLATION FOCUSED CUSIP 31634R406 | P | 2021-04-22 | 2021-07-28 | $13,673 | $12,181 | $1,492 | $1,492 |
| FIDELITY SAI INFLATION FOCUSED CUSIP 31634R406 | P | 2021-02-22 | 2021-09-09 | $6,117 | $6,758 | -$641 | -$641 |
| FIDELITY SAI INFLATION FOCUSED CUSIP 31634R406 | P | 2021-01-20 | 2021-10-08 | $11,383 | $11,024 | $359 | $359 |
| FIDELITY SAI US TREASURY BOND CUSIP 31635V786 | P | 2021-02-22 | 2021-10-08 | $19,851 | $20,049 | -$198 | -$198 |
| STRATEGIC ADVISER CORE INCOME CUSIP 31635R884 | P | 2020-12-15 | 2021-03-05 | $102,971 | $106,249 | -$3,278 | -$3,278 |
| STRATEGIC ADVISER CORE INCOME CUSIP 31635R884 | P | 2021-06-23 | 2021-07-12 | $7,411 | $7,370 | $41 | $41 |
| STRATEGIC ADVISER CORE INCOME CUSIP 31635R884 | P | 2021-07-28 | 2021-08-03 | $18,154 | $18,104 | $50 | $50 |
| STRATEGIC ADVISER CORE INCOME CUSIP 31635R884 | P | 2021-09-09 | 2021-11-05 | $39,125 | $39,413 | -$288 | -$288 |
| STRATEGIC ADVISER CORE INCOME CUSIP 31635R884 | P | 2021-09-09 | 2021-12-31 | $13,597 | $13,792 | -$195 | -$195 |
| STRATEGIC ADVISER EMERGING CUSIP 31635R801 | P | 2020-07-08 | 2021-01-20 | $5,367 | $4,115 | $1,252 | $1,252 |
| STRATEGIC ADVISER EMERGING CUSIP 31635R801 | P | 2021-03-05 | 2021-08-03 | $27,163 | $27,943 | -$780 | -$780 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2021-04-22 | 2021-06-23 | $4,164 | $4,138 | $26 | $26 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2021-02-22 | 2021-07-28 | $4,071 | $4,034 | $37 | $37 |
| STRATEGIC ADVISERS INTERNATIONAL CUSIP 31635R868 | P | 2021-02-03 | 2021-08-03 | $27,559 | $27,174 | $385 | $385 |
| STRATEGIC ADVISERS INTERNATIONAL CUSIP 31635R868 | P | 2021-07-28 | 2021-11-05 | $36,536 | $35,463 | $1,073 | $1,073 |
| STRATEGIC ADVISERS INTERNATIONAL CUSIP 31635R868 | P | 2021-06-23 | 2021-11-16 | $30,658 | $29,797 | $861 | $861 |
| STRATEGIC ADVISERS INTERNATIONAL CUSIP 31635R868 | P | 2021-10-08 | 2021-11-16 | $2,699 | $2,587 | $112 | $112 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2020-11-18 | 2021-01-20 | $19,466 | $17,690 | $1,776 | $1,776 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2021-03-05 | 2021-06-23 | $94,727 | $87,009 | $7,718 | $7,718 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2021-07-12 | 2021-08-03 | $76,256 | $75,841 | $415 | $415 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2021-03-05 | 2021-10-08 | $7,471 | $6,903 | $568 | $568 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2021-03-05 | 2021-11-16 | $149,128 | $128,433 | $20,695 | $20,695 |
| STRATEGIC ADVISERS SHORT DURATIONS CUSIP 31635R769 | P | 2021-02-22 | 2021-03-05 | $54,870 | $54,942 | -$72 | -$72 |
| STRATEGIC ADVISERS SAMLL-MID CAP CUSIP 31635R843 | P | 2021-03-05 | 2021-11-16 | $48,277 | $46,514 | $1,763 | $1,763 |
| AQR MANAGED FUTURES CUSIP 00203H842 | P | 2017-05-22 | 2021-01-20 | $5,794 | $7,164 | -$1,370 | -$1,370 |
| EATON VANCE GLOBAL MACRO CUSIP XXX-XX-XXXX | P | 2019-05-10 | 2021-03-05 | $23,880 | $23,463 | $417 | $417 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R884 | P | 2013-03-20 | 2021-03-05 | $202,860 | $199,380 | $3,480 | $3,480 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R884 | P | 2014-03-05 | 2021-03-05 | $88,584 | $87,065 | $1,519 | $1,519 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R884 | P | 2015-01-30 | 2021-03-05 | $51,051 | $50,175 | $876 | $876 |
| STRATEGIC ADVISERS EMERGIN CUSIP 31635R801 | P | 2015-04-01 | 2021-02-22 | $10,040 | $6,345 | $3,695 | $3,695 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2013-11-11 | 2021-07-28 | $6,752 | $6,723 | $29 | $29 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2014-01-31 | 2021-07-28 | $6,606 | $6,524 | $82 | $82 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2014-08-29 | 2021-08-03 | $3,543 | $3,507 | $36 | $36 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2015-01-30 | 2021-08-03 | $8,331 | $8,212 | $119 | $119 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2016-01-19 | 2021-10-08 | $4,929 | $4,889 | $40 | $40 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2017-06-30 | 2021-10-08 | $1,712 | $1,698 | $14 | $14 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2018-01-31 | 2021-10-08 | $1,053 | $1,044 | $9 | $9 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2019-01-31 | 2021-10-08 | $775 | $769 | $6 | $6 |
| STRATEGIC ADVISERS INCOME CUSIP 31635R876 | P | 2020-01-31 | 2021-10-08 | $13,899 | $13,784 | $115 | $115 |
| STRATEGIC ADVISERS INTERNATIONAL FUND CUSIP 31635R868 | P | 2014-01-27 | 2021-02-22 | $20,377 | $15,149 | $5,228 | $5,228 |
| STRATEGIC ADVISERS LARGE CAP CUSIP 31635R330 | P | 2013-12-27 | 2021-02-22 | $38,398 | $27,174 | $11,224 | $11,224 |
| STRATEGIC ADVISERS SHORT DURATION CUSIP 31635R769 | P | 2016-09-07 | 2021-03-05 | $53,739 | $53,339 | $400 | $400 |
| STRATEGIC ADVISERS SHORT DURATION CUSIP 31635R769 | P | 2017-01-31 | 2021-03-05 | $54,382 | $53,978 | $404 | $404 |
| STRATEGIC ADVISERS SHORT DURATION CUSIP 31635R769 | P | 2018-09-05 | 2021-03-05 | $13,732 | $13,629 | $103 | $103 |
| STRATEGIC ADVISERS SHORT DURATION CUSIP 31635R769 | P | 2019-01-29 | 2021-03-05 | $243,636 | $241,825 | $1,811 | $1,811 |
| STRATEGIC ADVISERS SAMLL-MID CUSIP 31635R843 | P | 2016-01-11 | 2021-01-20 | $10,091 | $7,154 | $2,937 | $2,937 |
| CAPITAL GAINS DIVIDENDS | P | $170,769 | $170,769 | $170,769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,497 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,738 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,738 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,738 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,080 | 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 | $3,080 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,672 | TaxDueAmt |
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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROL JOSEPH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128855158 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 WEST END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROL JOSEPH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 473 W END AVE APT 10C | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $4,048,233 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $281,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,329,821 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,329,821 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,947 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,264,874 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $213,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $213,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,738 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,738 | TotalTaxAmt |
| Distributable Before Adj | $208,506 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $208,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $208,506 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $347,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $347,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $208,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $16,858 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,521 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $10,570 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,251 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $219,569 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $347,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $208,506 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,494 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $358,063 | 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 | $16,858 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $341,205 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,369 | ExcessFromYear4Amt |
| Excess From Year3 | $29,521 | ExcessFromYear3Amt |
| Excess From Year2 | $10,570 | ExcessFromYear2Amt |
| Excess From Year1 | $141,251 | ExcessFromYear1Amt |
| Excess From Current Year | $138,494 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AJWS | ||||||||
| 45 W 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $20,000 | |
| ALZEIMER'S FOUNDATION OF AMERICA | ||||||||
| 9370 OLIVE BOULEVARD | ST LOUIS | MO | 63132 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22478 | OKLAHOMA CITY | OK | 73123 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| AMERICAN CIVIL LIBERTIES UNION ( ACLU) | ||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| AMERICAN FRIENDS OF ISRAEL | ||||||||
| 545 FIFTH AVENUE SUITE 920 | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 122 EAST 42ND STREET 18 | NEW YORK | NY | 10168 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| AUBURN SEMINARY | ||||||||
| 475 RIVERSIDE DRIVE SUITE 1800 | NEW YORK | NY | 10115 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| BOTTOMLESS CLOSET | ||||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| BROTHERHOODSISTER SOL | ||||||||
| 140 HAMILTON PL | NEW YORK | NY | 10031 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $20,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 WEST LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| CITY HARVEST | ||||||||
| 6 EAST 32ND ST 5TH FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| COLUMBIA UNIVERSITY ( CENTER FOR JUSTICE) | ||||||||
| 1255 AMSTERDAM AVENUE 812 | NEW YORK | NY | 10027 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| CORNELL UNIVERSITY ( INSTITUTE OF POLITICSGLOBAL AFFAIRS) | ||||||||
| PO BOX 37334 | BOONE | IA | 50037 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONSTO FUND NORMAL OPERATIONS | $50,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| PO BOX 5022 | HAGERSTOWN | MD | 21741 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| ENCOUNTER PROGRAMS | ||||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| ENGLEWOOD HOSPITAL & MEDICAL CENTER | ||||||||
| 350 ENGLE ST | ENGLEWOOD | NJ | 07631 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 285 PEACHTREE CENTER AVE NE SUITE | ATLANTA | GA | 30303 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 | 2700 |
| HACKENSACK UNIVERSITY MEDICAL CENTER FOUNDATION | ||||||||
| 360 ESSEX STREET SUITE 301 | HACKENSACK | NJ | 07601 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| HEBREW FREE LOAN SOCIETY | ||||||||
| 675 3RD AVE 19TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $1,000 | |
| HOLY NAME HEALTH CARE FOUNDATION | ||||||||
| 718 TEANECK ROAD | TEANECK | NJ | 07666 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| INNOCENCE PROJECT | ||||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| JCC ON THE PALISADES | ||||||||
| 411 E CLINTON AVE | TENAFLY | NJ | 07670 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 | |
| JEWISH HOME AT ROCKLEIGH | ||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| MARLENE MEYERSON JCC | ||||||||
| 334 AMSTERDAM AVE AT W76TH ST | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $30,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 633 THIRD AVENUE 28TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| MOMENT MAGAZINE ENDOWMENT | ||||||||
| 4115 WISCONSIN AVE NW SUITE 10 | WASHINGTON | DC | 20016 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| MOUNT SINAI HOSPIT | ||||||||
| 1468 MADISON AVENUE | NEW YORK | NY | 10029 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 5TH FLOOR | NORWALK | CT | 06851 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| NEW YORK CENTER FOR LAW AND JUSTICE | ||||||||
| 2095 BROADWAY | NEW YORK | NY | 10023 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| NEW YORK PRESBYTERIAN WEIL CORNELL | ||||||||
| 525 EAST 68TH STREET | NEW YORK | NY | 10065 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| PHOEBE FOUNDATION | ||||||||
| 801 WOODCREST DRIVE | SPRING LAKE HEIGHTS | NJ | 07762 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| PROVIDENCE COLLEGE ( CP FORSTER SCHOLARSHIP) | ||||||||
| 52 CEDAR DRIVE | BRISTOL | RI | 02809 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| PUBLIC THEATER | ||||||||
| 425 LAFAYETTE ST | NEW YORK | NY | 10003 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| SEE (RELEASE OF AGING PEOPLE IN PRISION) | ||||||||
| 16 CANAL STREET 6TH FLOOR | NEW YORK | NY | 10007 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| SHALOM HARTMAN INSTITUTE | ||||||||
| 475 RIVERSIDE DRIVE | NEW YORK | NY | 10115 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $10,000 | |
| SMITHSONIAN MUSEUM OF NATURAL HISTORY | ||||||||
| 10TH ST CONSTITUTION AVE NW | WASHINGTON | DC | 20560 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $2,500 | |
| SUSAN G KOMAN | ||||||||
| PO BOX 98060 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| TEMPLE RODEPH SHOLOM | ||||||||
| 7 W 83RD ST | NEW YORK | NY | 10024 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $15,000 | |
| THE NEW ISRAEL FUND | ||||||||
| 1320 19TH STREET | WASHINGTON | DC | 20036 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| UNITED STATES NAVY MEMORIAL | ||||||||
| PO BOX 96570 | WASHINGTON | DC | 20090 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $5,000 | |
| WESTSIDE CAMPAIGN AGAINST HUNGER | ||||||||
| 263W 86TH STREET | NEW YORK | NY | 10024 | N/A | 501(C)3 | TO FUND NORMAL OPERATIONS | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $347,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,993 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $238,497 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $359,490 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $359,490 | 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 | TAX RETURN PREPARATION | CategoryTxt |
| Amt | $2,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,362,297 | EOYBookValueAmt |
| EOYFMV | $1,379,714 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $1,856,378 | EOYBookValueAmt |
| EOYFMV | $2,466,135 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYCHEX PROCESSING FEES | $1,872 | $0 | $0 |
| ADMINISTRATIVE EXPENSES | $4,148 | $0 | $0 |
| ADVISORY FEES | $18,644 | $18,644 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINSTRATIVE SERVICES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL INCOME TAXES 2020 | $857 | $0 | $0 |
| FEDERAL INCOME TAXES 2021 EST | $3,080 | $0 | $0 |