ESTHER AND HAROLD MERTZ FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ESTHER AND HAROLD MERTZ FOUNDATION (EIN 13-7231616)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349108328
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- General Explanation Attachment
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases 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 | 2021-11-15T17:01:00-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137231616 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTHER AND HAROLD MERTZ FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DIANNE R STADTFELD SDTC LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ESTH | BusinessNameControlTxt |
| Phone | 6052715154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 S MAIN AVE SUITE 133 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAVENDER TRUST CO INC | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6052715154 | PhoneNum |
| Signature | 2021-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LAVENDER | PersonFirstNm |
| Person Last | TRUST CO INC | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WARSHAW HOWARD K | PreparerPersonNm |
| PTIN | P00082352 | PTIN |
| Phone | 2125038800 | 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 | 2020 | 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 | $369,489,531 | 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 | $181,279 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $207,870 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $206,944 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $9,226,282 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $9,226,282 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,226,282 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,966,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,023 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,297,296 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,012,884 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,946,699 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,446,110 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,505,263 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $300,553 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,129,572 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,423,663 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,423,663 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,365 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,455 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,455 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $266,114 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $56,580 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $204,614 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $79,500 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $4,222,637 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $3,980,478 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,169,613 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $914,513 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $253,216 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,689,155 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,259,579 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,018,520 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,410,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,410,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $66,099,355 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,259,579 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $60,428,720 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,152,656 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,186,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $761,066 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $897,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $897,419 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $36,892,568 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,497,763 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $36,499,610 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $651,321,957 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $625,286,957 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $332,092,502 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $688,975,591 | TotalAssetsBOYAmt |
| Total Assets EOY | $662,682,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $369,489,531 | TotalAssetsEOYFMVAmt |
| Deferred Revenue BOY | $312,949 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $131,670 | DeferredRevenueEOYAmt |
| Total Liabilities BOY | $312,949 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $131,670 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $688,662,642 | CapitalStockBOYAmt |
| Capital Stock EOY | $662,550,469 | 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 | $688,662,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $662,550,469 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $688,975,591 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $662,682,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $688,662,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,152,656 | ExcessRevenueOverExpensesAmt |
| Other Increases | $36,047,147 | OtherIncreasesAmt |
| Subtotal | $662,557,133 | SubtotalAmt |
| Other Decreases | $6,664 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $662,550,469 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| FLOW THROUGH FROM PCH K-1 | P | $8,214 | $8,214 | $8,214 | |
| FLOW THROUGH FROM PCH K-1 | P | $18,333 | $18,333 | $18,333 | |
| FLOW THROUGH FROM FOUNDATION K-1 | P | $99,476 | $99,476 | $99,476 | |
| FLOW THROUGH FROM FOUNDATION K-1 | P | -$7,092,051 | -$7,092,051 | $7,092,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,966,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $72,093 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $72,093 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $72,093 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,920 | 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 | $94,920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,827 | OverpaymentAmt |
| Applied To ES Tax | $22,827 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | HTTPS://MERTZFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DIANNE R STADTFELD SDTC LLC | IndividualWithBooksNm |
| Phone | 6052715154 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 S MAIN AVE STE 133 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| NANCY L CLOSE | ||||||||
| 4951 WINDSOR PARK | SARASOTA | FL | 34235 | DIRECTION ADVISOR | 40.00 | $1,502,763 | $0 | $0 |
| LAVENDER TRUST COMPANY INC | ||||||||
| 212 S MAIN AVE SUITE 133 | SIOUX FALLS | SD | 57104 | TRUSTEE | 10.00 | $2,500 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HILL WARD HENDERSON | |||||
| 101 E KENNEDY BLVD 3700 | TAMPA | FL | 33602 | LEGAL FEES AND TRANSACTION COSTS | $1,388,043 |
| CUSHMAN & WAKEFIELD | |||||
| 456 N BROAD ST | NEW YORK | NY | 10019 | CONSULTING | $83,200 |
| QP GLOBAL FAMILY OFFICES LLC | |||||
| 150 EAST 52ND ST | NEW YORK | NY | 10022 | ADVISORY | $82,000 |
| MIRTA TANJELOFF | |||||
| 212 S MAIN AVE SUITE 133 | SIOUX FALLS | SD | 57104 | ADVISORY | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $36,765,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $817,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $378,996,551 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $416,579,704 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $416,579,704 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,248,696 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $410,331,008 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,516,550 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,516,550 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $72,093 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $72,093 | TotalTaxAmt |
| Distributable Before Adj | $20,444,457 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $20,444,457 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $20,444,457 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $60,428,720 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $60,428,720 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $60,428,720 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $20,444,457 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $19,028,266 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $60,428,720 | QualifyingDistributionsAmt |
| Applied To Year1 | $19,028,266 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,444,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $20,955,997 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $20,955,997 | 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 | $20,955,997 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $20,955,997 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE MERTZFOUNDATIONORG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 S MAIN AVE STE 133 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6052715175 | RecipientPhoneNum |
| Form And Info And Materials | IN ACCORDANCE WITH WEBSITE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | IN ACCORDANCE WITH WEBSITE | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN ACCORDANCE WITH WEBSITE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICA'S VETDOGS | ||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | PC | TO PROVIDE ENHANCED MOBILITY AND RENEWED INDEPENDENCE TO UNITED STATES VETERANS | $25,000 |
| BACK ON MY FEET | ||||||
| 100 S BROAD STREET SUITE 2136 | PHILADELPHIA | PA | 19110 | PC | TO PROVIDE SUPPORTS FOR HOMELESS INVIDUALS | $30,000 |
| FREEDOM ALLIANCE | ||||||
| 22570 MARKEY COURT SUITE 240 | DULLES | VA | 20166 | PC | TO ADVANCE THE AMERICAN HERITAGE OF FREEDOM BY HONORING MILITARY SERVICE | $300,000 |
| GUIDE DOG FOUNDATION FOR THE BLIND INC | ||||||
| 371 EAST JERICHO TURNPIKE | SMITHTOWN | NY | 117872976 | PC | TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE WHO ARE BLIND | $25,000 |
| HELEN KELLER SERVICES FOR THE BLIND | ||||||
| 57 WILOUGHBY STREET | BROOKLYN | NY | 11201 | PC | TO ASSIST DEAF-BLIND YOUTHS | $5,200 |
| HOPE FOR NEW YORK | ||||||
| 1166 AVE OF AMERICAS SUITE 1610 | NEW YORK | NY | 10036 | PC | TO SERVE NEW YORK'S MOST MARGINALIZED RESIDENTS INCLUDING AT RISK YOUTH AND THE HOMELESS | $500,000 |
| LONG ISLAND ALZHEIMER'S FOUNDATION | ||||||
| 5 CHANNEL DRIVE | PORT WASHINGTON | NY | 11050 | PC | TO IMPROVE QUALIFY OF LIFE FOR INDIVIDUALS LIVING WITH ALZHEIMER'S DISEASE | $15,000 |
| RESTORE NYC | ||||||
| PO BOX 1003 BOWLING GREEN STATION | NEW YORK | NY | 10274 | PC | TO END SEX TRAFFICKING IN NEW YORK | $75,000 |
| SOUTHEAST TECHNICAL INSTITUTE FOUNDATION | ||||||
| 2320 N CAREER AVE | SIOUX FALLS | SD | 57107 | PC | TO SUPPORT EDUCATION PROGRAMS | $10,000 |
| STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION | ||||||
| 2361 HYLAN BLYD | STATEN ISLAND | NY | 10306 | PC | TO HONOR THE SACRIFICE OF FIREFIGHTER STEPHEN SILLER WHO LAID DOWN HIS LIFE TO SAVE OTHERS ON 9/11 | $8,650,000 |
| TOP HONORS INC | ||||||
| PO BOX 7473 | NEW YORK | NY | 10116 | PC | TO HELP CHILDREN IMPROVE THEIR MATH AND CRITICAL THINKING ABILITIES | $75,000 |
| SOUTHWEST FLORIDA WATER MANAGEMENT DISTRICT | ||||||
| 2379 BROAD STREET | BROOKSVILLE | FL | 34604 | PC | DONATION OF LAND FOR DEVELOPMENT AND PRESERVATION OF WATER RESOURCES IN WEST-CENTRAL FLORIDA | $47,700,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,410,200 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $207,870 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 34 | ExclusionCd |
| Exclusion | $9,226,282 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $280,103 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,012,884 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$6,966,028 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TAX REFUND - ND | $492 |
| TAX REFUND - UT | $1,817 |
| TAX REFUND - VT | $2,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $280,103 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,481,008 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,309 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,765,420 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | THESE AMOUNTS REPRESENT STATE TAX REFUNDS OF EXCESS TAX PAID | RelationshipStatementTxt |
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 | ESTHER M MERTZ DESCENDANTS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 212 S MAIN AVE STE 133 | AddressLine1Txt |
| City | SIOUX FALLS | CityNm |
| State Abbreviation | SD | StateAbbreviationCd |
| ZIP | 57104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $181,279 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - MARKS PANETH LLP | CategoryTxt |
| Amt | $22,365 | Amt |
| Net Investment Income | $7,455 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,455 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2),THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYINGDISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'SUNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. | ElectionDesc |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FOOTNOTE TO 990 PF PART I LINE 19 | FormAndLineReferenceDesc |
| Medium Explanation | DEPRECIATION EXPENSE REPORTED IS ALLOCATED FROM PARTNERSHIPINVESTMENT.FOOTNOTE TO 990 PF PART I LINE 25DESCRIPTION OF THE CONTRIBUTED PROPERTY - 1. PARCEL 2-1 - A PORTION OF SECTIONS 31 AND 32, TOWNSHIP 25 SOUTH, RANGE 19 EAST AND A PORTION OF SECTIONS 5 AND 6, TOWNSHIP 26 SOUTH, RANGE 19 EAST, PASCO COUNTY, FLORIDA. 2. PARCEL 7 - A PORTION OF SECTION 8, TOWNSHIP 26 SOUTH, RANGE 19 EAST, PASCO COUNTY, FLORIDA. 3. PARCEL 8 - A PORTION OF SECTIONS 8 AND 9, TOWNSHIP 26 SOUTH, RANGE 19 EAST, PASCO COUNTY, FLORIDA.THE METHOD USED TO DETERMINE THE FAIR MARKET VALUE -FAIR MARKET VALUE WAS DETERMINED BY INDEPENDENT QUALIFIED APPRAISALDATE OF THE GIFT - AUGUST 11, 2020DESCRIPTION OF THE CONTRIBUTED PROPERTY - PARCEL 6 - A PORTION OF SECTION 8, TOWNSHIP 26 SOUTH, RANGE 19 EAST, PASCO COUNTY, FLORIDA. THE METHOD USED TO DETERMINE THE FAIR MARKET VALUE -FAIR MARKET VALUE WAS DETERMINED BY INDEPENDENT QUALIFIED APPRAISALDATE OF THE GIFT - AUGUST 26, 2020FOOTNOTE TO 990 PF PART III LINE 5OTHER DECREASES NOT INCLUDED IN LINE 2, AS REPORTED ON LINE5 IS THE EXCESS OF BOOK INCOME RECORDED FOR PARTNERSHIP CASHDISTRIBUTIONS RECEIVED OVER K-1 TAXABLE INCOME ALLOCATIONFOOTNOTE FOR 990 PF - PART VII-A - QUESTION 8 A AND 8 BTHE CHARITABLE TRUST IS ORGANIZED UNDER THE LAWS OF SOUTHDAKOTA, WHICH DOES NOT REQUIRE SUCH FILINGS.COPIES OF 990 PF ARE AVAILABLE AT CHARITABLE TRUST'SOFFICE IN SIOUX FALLS, SOUTH DAKOTA.FOOTNOTE TO 990 PF PART VII-A QUESTION 11 AND PART VII-BQUESTION 3NAME AND ADDRESS OF CONTROLLED ENTITY #12015 LAVENDER HOLDINGS LLC445 PARK AVE, 18TH FLNEW YORK, NY 10022EIN 81-24437752015 LAVENDER HOLDINGS LLC IS NOT AN EXCESS BUSINESSHOLDING. IT IS A HOLDING COMPANY THAT EFFECTIVELY OWNS 100%OF THE INTEREST IN COMMERICIAL OFFICE BUILDINGS WHOSE GROSSINCOME IS DERIVED FROM PASSIVE INVESTMENT SOURCES FORPURPOSES OF DETERMINING EXCESS BUSINESS HOLDINGS. THEHOLDING COMPANY ALSO OWNS A 15% NON CONTROLLING INTEREST INAN OPERATING COMPANY TAXED AS A PARTNERSHIP, RAW LAND, ANDCONDUCTS MANAGEMENT ACTIVITIES SOLELY FOR THE COMMERCIALOFFICE BUILDINGS THAT IT OWNS.NAME AND ADDRESS OF CONTROLLED ENTITY #2LAVENDER FOUNDATION INVESTMENTS LLC4951 WINDSOR PARKSARASOTA, FL 34235EIN 83-1192629LAVENDER FOUNDATION INVESTMENTS LLC IS NOT AN EXCESSBUSINESS HOLDING. IT IS A LLC, TAXED AS A PARTNERSHIP, THATIS EFFECTIVELY 100% OWNED BY THE FOUNDATION. ITS GROSSINCOME IS DERIVED FROM PASSIVE INVESTMENT SOURCES FORPURPOSES OF DETERMINING EXCESS BUSINESS HOLDINGS.NAME AND ADDRESS OF CONTROLLED ENTITY #3LAVENDER FOUNDATION CORPORATION4951 WINDSOR PARKSARASOTA, FL 34235EIN 13-7231616 | MediumExplanationTxt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $36,497,763 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $36,499,610 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN 2015 LAVENDER HOLDINGS LLC | AT COST | $537,671,967 | $239,175,290 |
| INVESTMENT IN LAVENDER FOUNDATION HOLDINGS LLC | AT COST | $87,522,390 | $92,821,957 |
| INVESTMENT IN LAVENDER FOUNDATION CORPORATION | AT COST | $92,600 | $95,255 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES - BARNES & THORNBURG LLP | $35,620 | $0 | $35,620 |
| LEGAL FEES AND TRANSACTION COSTS - HILL WARD HENDERSON | $1,388,043 | $0 | $1,388,043 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SEE FOOTNOTE | Desc |
| Amt | $6,664 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $2,713 | $57 | $2,385 |
| ADMINISTRATIVE EXPENSES | $16,128 | $4,032 | $10,483 |
| EXPENSE REIMBURSEMENT TO LAVENDER TRUST CO | $221,250 | $0 | $221,250 |
| LAVENDER FOUNDATION K-1 - ROYALTY DEDUCTION | $78,890 | $78,890 | $0 |
| LAVENDER FOUNDATION K-1 - 2% PORTFOLIO DEDUCTION | $831,534 | $831,534 | $0 |
| LAVENDER HOLDINGS K-1 - CHARITABLE CONTRIBUTION | $19,059 | $0 | $19,059 |
| LAVENDER FOUNDATION K-1 - CHARITABLE CONTRIBUTION | $39 | $0 | $39 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - 2015 LAVENDER HOLDINGS LLC - ORDINARY INCOME | -$3,450,459 | -$3,729,121 | -$3,450,459 |
| FROM K-1 - 2015 LAVENDER HOLDINGS LLC - SEC 1231 LOSS | -$26,004 | -$26,004 | -$26,004 |
| FROM K-1 - LAVENDER FOUNDATION INVESTMENTS LLC - ORDINARY INCOME | $746,225 | $744,784 | $746,225 |
| FROM K-1 - LAVENDER FOUNDATION INVESTMENTS LLC - OTHER INCOME | $137,991 | $137,991 | $137,991 |
| FROM K-1 - LAVENDER FOUNDATION INVESTMENTS LLC - ROYALTY INCOME | $69,844 | $69,844 | $69,844 |
| FROM K-1 - 2015 LAVENDER HOLDINGS LLC - INTEREST | $417,241 | $417,241 | $417,241 |
| FROM K-1 - LAVENDER FOUNDATION INVESTMENTS LLC - INTEREST | $3,106,648 | $3,106,648 | $3,106,648 |
| FROM K-1 - LAVENDER FOUNDATION INVESTMENTS LLC - DIVIDENDS | $215,907 | $215,907 | $215,907 |
| FROM K-1 - 2015 LAVENDER HOLDINGS LLC - DIVIDENDS | $75,594 | $75,594 | $75,594 |
| TAX REFUND - ND | $492 | $492 | |
| TAX REFUND - UT | $1,817 | $1,817 | |
| TAX REFUND - VT | $2,000 | $2,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAIN ON DONATED LAND | $32,015,000 |
| K-1 BOOK TO TAX DIFFERENCES | $4,032,147 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES - MIRTA TANJELOFF | $60,000 | $0 | $60,000 |
| APPRASIAL FEES - CBRE, INC. | $5,000 | $0 | $5,000 |
| ADVISORY FEES - QP GLOBAL FAMILY OFFICE | $82,000 | $56,580 | $20,500 |
| CONSULTING FEES - CUSHMAN & WAKEFIELD | $83,200 | $0 | $83,200 |
| ENGINEERING - LANDMARK ENGINEERING & SURVEYING CORP | $35,914 | $0 | $35,914 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $79,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |