IBM INTERNATIONAL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IBM INTERNATIONAL FOUNDATION (EIN 13-3267906)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-19
- IRS object ID
- 202242929349100504
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-19T07:52:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W 5TH ST STE 800 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | 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 | 133267906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IBM INTERNATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IBMI | BusinessNameControlTxt |
| Phone | 9194994690 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO IBM TAX DEPT NORTH CASTLE DRIV | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUSTINA NIXON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9194994690 | PhoneNum |
| Signature | 2022-10-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JUSTINA | PersonFirstNm |
| Person Last | NIXON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA A COLLINS | PreparerPersonNm |
| PTIN | P00008888 | PTIN |
| Phone | 3362753394 | PhoneNum |
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 | $379,735,895 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $7,935,965 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,148 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,148 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,852,791 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,837,363 | DividendsNetInvstIncmAmt |
| Gross Rents Net Invst Incm | $2,343 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $22,884,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $59,140,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $43,206,755 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $424,453 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $37,675,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,473,062 | 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 |
| Other Prof Fees Rev And Expnss | $6,176,265 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $315,479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $6,589,854 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $645,359 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,544 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $431,994 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,850 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,865,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $747,473 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,619,704 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,030,324 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,050,120 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,895,492 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $747,473 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,669,824 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $18,779,754 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,725,589 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,363 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,823,404 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,823,404 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $2,564,457 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $2,564,457 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $2,564,457 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $350,889,961 | CorporateStockBOYAmt |
| Corporate Stock EOY | $375,348,034 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $375,348,034 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $350,938,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $379,735,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $379,735,895 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,194,721 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,494,384 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,194,721 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,494,384 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $348,743,603 | RetainedEarningBOYAmt |
| Retained Earning EOY | $378,241,511 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $348,743,603 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $378,241,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $350,938,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $379,735,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $348,743,603 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $18,779,754 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,718,154 | OtherIncreasesAmt |
| Subtotal | $378,241,511 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $378,241,511 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $79,462,413 | GrossSalesPriceAmt |
| Cost Or Other Basis | $36,255,658 | CostOrOtherBasisAmt |
| Gain Or Loss | $43,206,755 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $43,206,755 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $43,206,755 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $691,186 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $691,186 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $691,186 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $845,352 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $210,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,055,352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $364,166 | OverpaymentAmt |
| Applied To ES Tax | $364,166 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | IBM INTERNATIONAL FOUNDATION | IndividualWithBooksNm |
| Phone | 9194994690 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEW ORCHARD ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| ARVIND KRISHNA | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | CHAIRMAN, DIRECTOR | 1.00 | $0 | $0 | $0 |
| JUSTINA NIXON-SAINTIL | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | DIRECTOR, PRESIDENT & VICE CHAIR | 10.00 | $0 | $0 | $0 |
| SIMON J BEAUMONT | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | TREASURER | 1.00 | $0 | $0 | $0 |
| KATHLEEN MCDONALD | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | CONTROLLER | 1.00 | $0 | $0 | $0 |
| FRANK SEDLARCIK | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | SECRETARY | 1.00 | $0 | $0 | $0 |
| STEPHEN LETT | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | ASSISTANT CONTROLLER | 1.00 | $0 | $0 | $0 |
| MARK HOBBERT | ||||||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EXPERIS US INC | |||||
| 29973 NETWORK PLACE | CHICAGO | IL | 60673 | CONSULTING | $4,277,717 |
| STATE STREET BANK & TRUST CO | |||||
| 1 LINCOLN ST | BOSTON | MA | 02111 | INVESTMENT MANAGEMENT | $315,479 |
| IBM CORPORATION | |||||
| NEW ORCHARD ROAD | ARMONK | NY | 10504 | TECHNICAL SUPPORT | $211,556 |
| GENERAL ASSEMBLY | |||||
| 915 BROADWAY 3RD FLOOR | NEW YORK | NY | 10010 | TECHNOLOGY TRAINING | $194,310 |
| KPMG LLP | |||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | CONSULTING | $158,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE IBM INTERNATIONAL FOUNDATION PROVIDED EDUCATIONAL AND SKILLS PROGRAMS TO FOCUS ON SKILLS NEEDED FOR 21ST CENTURY JOBS THROUGH THE FOLLOWING PROGRAMS:P-TECH IS A GROUND BREAKING EDUCATION MODEL WHICH COMBINES PUBLIC HIGH SCHOOL AND NO-COST COMMUNITY COLLEGE WITH PREPARATION FOR "NEW COLLAR" JOBS. P-TECH STUDENTS, PRIMARILY FROM UNDER-SERVED BACKGROUNDS, GRADUATE WITH A NO-COST ASSOCIATE DEGREE, ALONG WITH WORKPLACE EXPERIENCES INCLUDING MENTORSHIPS.SKILLSBUILD OFFERS FREE LEARNING, SUPPORT, AND RESOURCES FROM SECONDARY EDUCATION (STUDENTS AGED 13-18) TO ADULTS SEEKING ENTRY-LEVEL EMPLOYMENT. SKILLSBUILD PROVIDES SKILLS FOR ENTRY-LEVEL TECH JOBS. | Description1Txt |
| Expenses1 | $4,472,026 | 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 | $357,934,602 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,083,874 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $363,018,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $363,018,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,445,277 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $357,573,199 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,878,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,878,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $691,186 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $691,186 | TotalTaxAmt |
| Distributable Before Adj | $17,187,474 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $19,795 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,207,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,207,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,669,824 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,669,824 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,207,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,393,278 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,250,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,940,040 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,208,187 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,983,619 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,775,404 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,669,824 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,207,269 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,462,555 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,237,959 | 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 | $9,393,278 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $28,844,681 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,250,280 | ExcessFromYear4Amt |
| Excess From Year3 | $6,940,040 | ExcessFromYear3Amt |
| Excess From Year2 | $2,208,187 | ExcessFromYear2Amt |
| Excess From Year1 | $8,983,619 | ExcessFromYear1Amt |
| Excess From Current Year | $1,462,555 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | |||||||
| 3380 CHASTAIN MEADOWS PARKWAY SUITE | 200 | KENNESAW | GA | 30144 | PC | SUPPORT CANCER CARE AND RESEARCH | $80,000 |
| ASBURY PARK PUBLIC LIBRARY | |||||||
| 500 FIRST AVE | ASBURY PARK | NJ | 077126117 | GOV | EMPLOYEE MATCHING GRANT | $25 | |
| BAYLOR COUNTY FREE LIBRARY | |||||||
| 109 N WASHINGTON ST | SEYMOUR | TX | 76380 | PC | EMPLOYEE MATCHING GRANT | $1,000 | |
| BENNETT COLLEGE | |||||||
| 900 E WASHINGTON ST | GREENSBORO | NC | 27401 | PC | EMPLOYEE MATCHING GRANT | $1,930 | |
| CHILD DEVELOPMENT CENTER | |||||||
| 3802 PRINCESS PLACE DR | WILMINGTON | NC | 284053226 | PC | EMPLOYEE MATCHING GRANT | $350 | |
| CHORAL ARTS SOCIETY OF WASHINGTON | |||||||
| 1666 CONNECTICUT AVENUE NW STE 525 | WASHINGTON | DC | 20009 | PC | EMPLOYEE MATCHING GRANT | $1,074 | |
| COLLEGE OF ST ELIZABETH | |||||||
| 2 CONVENT RD | MORRISTOWN | NJ | 07960 | PC | EMPLOYEE MATCHING GRANT | $900 | |
| COMMUNITY FOUNDATION FOR CENTRAL SAVANNAH RIVER AREA | |||||||
| 720 SAINT SEBASTIAN WAY STE 160 | AUGUSTA | GA | 30904 | PC | SUPPORT INITIATIVES IN THE LANEY WALKER AREA OF AUGUSTA | $2,500,000 | |
| ELSA ENGLAND ELEMENTARY PTA | |||||||
| 8801 PEARSON RANCH RD | AUSTIN | TX | 78717 | PC | EMPLOYEE MATCHING GRANT | $25 | |
| EPIPHANY SCHOOL FOUNDATION | |||||||
| 234 EAST 22ND ST | NEW YORK | NY | 100105601 | SO III NFI | EMPLOYEE MATCHING GRANT | $100 | |
| EVEREST PUBLIC HIGH SCHOOL | |||||||
| 455 5TH AVENUE | REDWOOD CITY | CA | 940633727 | GOV | EMPLOYEE MATCHING GRANT | $1,000 | |
| FORT SMITH MUSEUM OF HISTORY | |||||||
| 320 ROGERS AVE | FORT SMITH | AR | 729011937 | PC | EMPLOYEE MATCHING GRANT | $175 | |
| FRIENDS OF NAHANT PUBLIC LIBRARY | |||||||
| 7 JAMES AVE | NAHANT | MA | 01908 | PC | EMPLOYEE MATCHING GRANT | $125 | |
| GRACE NOTES MUSIC FDN INC | |||||||
| 500 COMMERCE WAY WEST STE 9 | JUPITER | FL | 334588844 | PC | EMPLOYEE MATCHING GRANT | $1,500 | |
| HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE STE 3 | CAMBRIDGE | MA | 021385366 | PC | EMPLOYEE MATCHING GRANT | $21,087 | |
| HOOVER-MINTHORN HOUSE MUSEUM | |||||||
| PO BOX 28071 | PORTLAND | OR | 972288071 | PC | EMPLOYEE MATCHING GRANT | $1,512 | |
| HOWLAND CHAMBER MUSIC CIRCLE I | |||||||
| PO BOX 224 | CHELSEA | NY | 125120224 | PC | EMPLOYEE MATCHING GRANT | $2,727 | |
| JOBS FOR THE FUTURE INC - PTECH | |||||||
| 50 MILK ST | BOSTON | MA | 02110 | PC | SUPPORT FOR THE NEXT PHASE OF PTECH | $135,000 | |
| JOBS FOR THE FUTURE INC -SKILLBUILD | |||||||
| 50 MILK ST | BOSTON | MA | 02110 | PC | SUPPORTING DIGITAL AND PROFESSIONAL SKILLS FOR ADULT LEARNERS | $260,000 | |
| LEECH LAKE TRIBAL COLLEGE | |||||||
| 6945 LITTLE WOLF RD NW | CASS LAKE | MN | 56633 | PC | EMPLOYEE MATCHING GRANT | $125 | |
| LIBRARY FOUNDATION OF MARTIN COUNTY | |||||||
| 2351 SE MONTEREY RD | STUART | FL | 34996 | PC | EMPLOYEE MATCHING GRANT | $50 | |
| MADISON SQUARE BOYS & GIRLS CLUB | |||||||
| 250 BRADHURST AVENUE | NEW YORK | NY | 10039 | PC | SUPPORTING BOYS & GIRLS CLUB ACADEMIC INITIATIVES | $25,000 | |
| MADISON SYMPHONY ORCHESTRA | |||||||
| 222 WEST WASHINGTON AVE STE 460 | MADISON | WI | 537032744 | PC | EMPLOYEE MATCHING GRANT | $25 | |
| MAGIS AMERICAS | |||||||
| 1016 16TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | PC | SUPPORTING THE EXPANSION OF P-TECH IN LATIN AMERICA | $50,000 | |
| MARIETTACOBB MUSEUM OF ART | |||||||
| 30 ATLANTA STREET | MARIETTA | GA | 30060 | PC | EMPLOYEE MATCHING GRANT | $20 | |
| MASTERS SCHOOL | |||||||
| 49 CLINTON AVE | DOBBS FERRY | NY | 105222201 | PC | EMPLOYEE MATCHING GRANT | $400 | |
| METROLINA REGIONAL SCHOLARS AC | |||||||
| 5225-77 CENTER DR | CHARLOTTE | NC | 282170708 | PC | EMPLOYEE MATCHING GRANT | $150 | |
| MONTEFIORE MEDICAL CENTER | |||||||
| 111 E 210 TH ST | BRONX | NY | 10467 | PC | EMPLOYEE MATCHING GRANT | $675 | |
| NATHAN B STUBBLEFIELD FOUNDATION | |||||||
| 1210 E DR MARTIN LUTHER KING JR BLV | TAMPA | FL | 33603 | PC | EMPLOYEE MATCHING GRANT | $684 | |
| NEW CANAAN COUNTRY SCHOOL | |||||||
| 635 FROGTOWN ROAD | NEW CANAAN | CT | 06840 | PC | EMPLOYEE MATCHING GRANT | $50 | |
| PAJARO VALLEY ARTS COUNCIL | |||||||
| 37 SUDDEN ST | WATSONVILLE | CA | 950764322 | PC | EMPLOYEE MATCHING GRANT | $2,500 | |
| PUBLIC POLICY INSTITUTE OF NEW YORK STATE INC | |||||||
| 152 WASHINGTON AVENUE | ALBANY | NY | 12210 | PC | SUPPORT FOR NY PTECH SCHOOLS | $135,000 | |
| REGIS UNIVERSITY | |||||||
| 3333 REGIS BOULEVARD | DENVER | CO | 802211099 | PC | EMPLOYEE MATCHING GRANT | $1,813 | |
| RHODE ISLAND COLLEGE FOUNDATION | |||||||
| 600 MOUNT PLEASANT AVENUE | PROVIDENCE | RI | 02908 | PC | EMPLOYEE MATCHING GRANT | $38 | |
| RIVERSIDE CHORAL SOCIETY | |||||||
| 2585 BROADWAY 244 | NEW YORK | NY | 10025 | PC | EMPLOYEE MATCHING GRANT | $500 | |
| ROCKY MOUNTAIN WILD INC | |||||||
| 1536 WYNKOOP ST SUITE 900 | DENVER | CO | 80202 | PC | EMPLOYEE MATCHING GRANT | $300 | |
| SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND C | |||||||
| 1400 CONSTITUTION AVENUE NW MRC | 1405 | WASHINGTON | DC | 20560 | PC | SUPPORT TO PROVIDE AFRICAN AMERICAN HISTORY EDUCATION | $200,000 |
| SPALDING UNIVERSITY | |||||||
| 845 SOUTH THIRD STREET | LOUISVILLE | KY | 40203 | PC | EMPLOYEE MATCHING GRANT | $500 | |
| ST PETER'S CATHOLIC SCHOOL | |||||||
| 243 WEST ARGONNE DRIVE | KIRKWOOD | MO | 63122 | PC | EMPLOYEE MATCHING GRANT | $1,250 | |
| STAMFORD HOSPITAL | |||||||
| ONE HOSPITAL PLAZA | STAMFORD | CT | 06902 | PC | EMPLOYEE MATCHING GRANT | $1,663 | |
| THE BLACKBAUD GIVING FUND | |||||||
| 65 FAIRCHILD STREET | CHARLESTON | SC | 29492 | PC | EMPLOYEE MATCHING GRANT | $7,580,025 | |
| THE MUSEUM OF MODERN ART | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | PC | PROGRAMS AND ACTIVITIES | $25,000 | |
| THEATRE DOWNTOWN INC | |||||||
| 4018 ARGYLE TERRACE NW | WASHINGTON | DC | 200115301 | PC | EMPLOYEE MATCHING GRANT | $250 | |
| TRINITY COLLEGE | |||||||
| 125 MICHIGAN AVE NE | WASHINGTON | DC | 20017 | PC | EMPLOYEE MATCHING GRANT | $119 | |
| TRI-STATE PUBLIC COMMUNICATION | |||||||
| 67 MAIN STREET | SHARON | CT | 06069 | PC | EMPLOYEE MATCHING GRANT | $100 | |
| TRUSTEES OF RESERVATIONS | |||||||
| 200 HIGH STREET 4TH FLOOR | BOSTON | MA | 02110 | PC | EMPLOYEE MATCHING GRANT | $2,143 | |
| TUCSON JUNIOR STRINGS SOCIETY | |||||||
| PO BOX 32425 | TUCSON | AZ | 85751 | PC | EMPLOYEE MATCHING GRANT | $3,600 | |
| ULSTER COUNTY BALLET GUILD | |||||||
| PO BOX 565 | SAUGERTIES | NY | 124770565 | PC | EMPLOYEE MATCHING GRANT | $600 | |
| UNCF | |||||||
| 80 PINE STREET 9TH FLOOR | NEW YORK | NY | 10005 | PC | SUPPORTING UNCF PROGRAMS | $7,000 | |
| UNIV OF MO AT KANSAS CITY | |||||||
| 5115 OAK STREET AC 202 | KANSAS CITY | MO | 64112 | PC | EMPLOYEE MATCHING GRANT | $550 | |
| US INDIA FRIENDSHIP ALLIANCE INC | |||||||
| 303 FIFTH AVENUE | NEW YORK | NY | 10016 | PC | SUPPORTING INDIA WITH OXYGEN CONCENTRATORS DURING COVID EPIDEMIC | $1,000,000 | |
| VALLEY LUTHERAN SCHOOL | |||||||
| 4520 ROWND ST | CEDAR FALLS | IA | 506137924 | PC | EMPLOYEE MATCHING GRANT | $1,000 | |
| VNS OF NY HOSPICE PROGRAM | |||||||
| 107 EAST 70TH ST | NEW YORK | NY | 10021 | PC | EMPLOYEE MATCHING GRANT | $25 | |
| WESTMINSTER THEOLOGICAL SEMINARY | |||||||
| 2960 CHURCH ROAD | GLENSIDE | PA | 190382000 | PC | EMPLOYEE MATCHING GRANT | $50 | |
| WESTOVER SCHOOL | |||||||
| 1237 WHITTEMORE RD | MIDDLEBURY | CT | 067620847 | PC | EMPLOYEE MATCHING GRANT | $385 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,050,120 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JOBS FOR THE FUTURE INC - PTECH | |||||||
| 50 MILK ST | BOSTON | MA | 02110 | PC | SUPPORT FOR THE NEXT PHASE OF PTECH | $315,000 | |
| JOBS FOR THE FUTURE INC - SKILLBUILD | |||||||
| 50 MILK ST | BOSTON | MA | 02110 | PC | SUPPORTING DIGITAL AND PROFESSIONAL SKILLS FOR ADULT LEARNERS | $610,000 | |
| MAGIS AMERICAS | |||||||
| 1016 16TH ST NW SUITE 400 | WASHINGTON | DC | 20036 | PC | SUPPORTING THE EXPANSION OF P-TECH IN LATIN AMERICA | $50,000 | |
| SMITHSONIAN INSTITUTION - NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND C | |||||||
| 1400 CONSTITUTION AVENUE NW MRC | WASHINGTON | DC | 20560 | PC | SUPPORT TO PROVIDE EDUCATION ON AFRICAN AMERICAN HISTORY | $800,000 | 1405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,775,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,148 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,852,791 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $22,884,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $29,739,281 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,739,281 | 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 | IBM CORPORATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NEW ORCHARD ROAD | AddressLine1Txt |
| City | ARMONK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10504 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $7,935,965 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON TRUST FUNDS | StockNm |
| EOY Book Value | $375,348,034 | EOYBookValueAmt |
| EOYFMV | $375,348,034 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIPS & DUES | $2,709 | $0 | $0 |
| OTHER PSHIP DEDUCTIONS | $0 | $431,994 | $0 |
| MATCHING GIFT CC FEES | $40,820 | $0 | $29,850 |
| BANKING FEES | $15 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $0 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $424,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $10,718,154 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $5,860,786 | $0 | $6,589,854 |
| INVESTMENT MANAGEMENT | $315,479 | $315,479 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL NET INVESTMENT INCOME TAX | $643,859 | $0 | $0 |
| STATE CHARITABLE REGISTRATION FEE | $1,500 | $0 | $0 |