BARTON AND SHIRLEY WEISMAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BARTON AND SHIRLEY WEISMAN FOUNDATION INC (EIN 58-2684069)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-09-06
- IRS object ID
- 202502499349100800
- Schema version
- 2024v5.2
- 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 Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-06T14:40:30-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 881478669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTHEAST THIRD AVE SUITE 1100 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 582684069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARTON AND SHIRLEY WEISMAN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BART | BusinessNameControlTxt |
| Phone | 9544912000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17603 LAKE ESTATES DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHIRLEY WEISMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9544912000 | PhoneNum |
| Signature | 2025-09-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHAUN BLOGG | PreparerPersonNm |
| PTIN | P00306714 | PTIN |
| Phone | 3059959600 | PhoneNum |
| Preparation | 2025-09-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,247,395 | 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 | $17,737 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $96,069 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $96,069 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $201,543 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $495,335 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $201,543 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,662 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,662 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $320,011 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $302,274 | 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 | $479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $479 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,678 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $978 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,157 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,069,835 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,069,835 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,074,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,069,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$754,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $300,817 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $409,415 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $317,995 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $317,995 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,479,962 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,807,890 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,929,400 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,889,377 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,125,885 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,247,395 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $8,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $8,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,735,647 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,735,647 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,145,730 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,390,238 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,881,377 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,125,885 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,889,377 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,125,885 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,881,377 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$754,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,126,396 | SubtotalAmt |
| Other Decreases | $511 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,125,885 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MS #33203 | 2024-12-31 | $62,689 | $42,792 | $19,897 | $19,897 |
| PUBLICLY TRADED SECURITIES - MS #33203 | 2024-12-31 | $432,416 | $251,000 | $181,416 | $181,416 |
| UNDISTRIBUTED LTCG - KIMCO REALTY CORPORATION | 2024-12-31 | $230 | $230 | $230 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $201,543 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,181 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,181 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,640 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,140 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,959 | OverpaymentAmt |
| Applied To ES Tax | $1,959 | 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 | FL | 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 | SHIRLEY WEISMAN | IndividualWithBooksNm |
| Phone | 9544912000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17603 LAKE ESTATES DR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW WEISMAN | ||||||||
| 7742 STONEGATE BLVD | PARKLAND | FL | 33076 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARCIA LANGLEY | ||||||||
| 500 S E 5TH AVE APT 502S | BOCA RATON | FL | 33432 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SHIRLEY WEISMAN | ||||||||
| 17603 LAKE ESTATES DRIVE | BOCA RATON | FL | 33496 | DIRECTOR | 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 |
| 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 | $4,955,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $268,822 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,224,764 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,224,764 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,146,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,181 | TotalTaxAmt |
| Distributable Before Adj | $253,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $253,139 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $253,139 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,069,835 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,069,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,139 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $146,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $740,789 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $347,191 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $420,829 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $976,647 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,632,116 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,069,835 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $253,139 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $816,696 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,448,812 | 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 | $146,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,302,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $740,789 | ExcessFromYear4Amt |
| Excess From Year3 | $347,191 | ExcessFromYear3Amt |
| Excess From Year2 | $420,829 | ExcessFromYear2Amt |
| Excess From Year1 | $976,647 | ExcessFromYear1Amt |
| Excess From Current Year | $816,696 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHIRLEY WEISMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||||
| 601 E STREET NW | WASHINGTON | DC | 20049 | N/A | PC | SERVES VULNERABLE PEOPLE 50 AND OLDER | $500 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE | ||||||||
| 633 3RD AVE 20TH FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO SUPPORT THE WEIZMANN INSTITUTE'S CRUCIAL MISSION | $1,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | N/A | PC | DISPATCH SERVICE SUPPORT | $36,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | GENERAL | $2,500 | |
| AMERICAN KIDNEY FUND INC | ||||||||
| 11921 ROCKVILLE PIKE SUITE 300 | ROCKVILLE | MD | 20852 | N/A | PC | TO HELP PEOPLE FIGHT KIDNEY DISEASE AND LIVE HEALTHIER LIVES | $2,000 | |
| AMERICAN LUNG ASSOCIATION | ||||||||
| 55 W WACKER DRIVE SUITE 1150 | CHICAGO | IL | 60601 | N/A | PC | TO SAVE LIVES BY IMPROVING LUNG HEALTH AND PREVENTING LUNG DISEASE | $1,500 | |
| AMYOTROPHIC LATERAL SCLEROSIS ASSOCIATION | ||||||||
| 1300 WILSON BLVD SUITE 600 | ARLINGTON | VA | 22209 | N/A | PC | TO DISCOVER TREATMENTS AND A CURE FOR ALS, AND TO SERVE, ADVOCATE FOR AND EMPOWER PEOPLE AFFECTED BY ALS TO LIVE THEIR LIVES TO THE FULLEST | $7,000 | |
| ASPCA | ||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | N/A | PC | TO SUPPORT THE PREVENTION OF ANIMAL CRUELTY | $200 | |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD 2ND FLOOR | PRINCETON | NJ | 08540 | N/A | PC | TO SUPPORT AUTISM AWARENESS AND ACCELERATING A SPECTRUM OF SOLUTIONS FOR TOMORROW | $1,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | TO FUND AN EDUCATION TRIP FOR YOUNG JEWISH ADULTS | $2,000 | |
| BOCA RATON REGIONAL HOSPITAL FDN | ||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | N/A | PC | GENERAL | $79,000 | |
| BROWARD PERFORMING ARTS FOUNDATION | ||||||||
| 201 SW FIFTH AVE | FORT LAUDERDALE | FL | 33312 | N/A | PC | TO SUSTAIN, DEVELOP, AND SECURE THE FUTURE OF THE PERFORMING ARTS | $10,000 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STONINGTON | CT | 06378 | N/A | PC | TO ENSURE ALL COAST GUARD MEMBERS AND FAMILIES HAVE THE RESOURCES THEY NEED TO BUILD RESILIENCE THROUGHOUT THEIR LIVES | $6,000 | |
| CONGREGATION B'NAI ISRAEL | ||||||||
| 2200 YAMATO RD | BOCA RATON | FL | 33431 | N/A | PC | GENERAL | $3,900 | |
| DANIEL D CANTOR SENIOR CENTER | ||||||||
| 5000 N NOB HILL ROAD | SUNRISE | FL | 33351 | N/A | PC | TO PROVIDE SERVICES FOR THE ELDERLY | $50,000 | |
| DISABLED VETERANS NATIONAL FOUNDATION | ||||||||
| 4601 FORBES BLVD SUITE 130 | LANHAM | MD | 20706 | N/A | PC | TO PROVIDE CRITICALLY NEEDED SUPPORT TO DISABLED AND AT-RISK VETERANS | $2,000 | |
| FLORIDA ATLANTIC UNIVERSITY FOUNDATION INC | ||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | N/A | PC | EDUCATIONAL | $5,000 | |
| FRIENDS OF THE SMITHSONIAN | ||||||||
| P O BOX 37012 MRC 712 | WASHINGTON | DC | 20013 | N/A | PC | TO SUPPORT THE INCREASE AND DIFFUSION OF KNOWLEDGE | $1,500 | |
| HILLEL OF BROWARD AND PALM BEACH | ||||||||
| 777 GLADES RD | BOCA RATON | FL | 33431 | N/A | PC | TO ENRICH STUDENTS IN A WELCOMING AND PLURALISTIC ENVIORMENT BY ENGAGING THEM IN MEANINGFUL EXPERIENCES THAT FOSTER CONNECTIONS TO JUDAISM AND ISRAEL | $12,000 | |
| HUMANE SOCIETY OF THE US | ||||||||
| 1255 23RD STREET NW SUITE 450 | WASHINGTON | DC | 20037 | N/A | PC | TO END SUFFERING FOR ALL ANIMALS | $500 | |
| JEWISH ADOPTION AND FAMILY CARE OPTIONS | ||||||||
| 4200 NORTH UNIVERSITY DR | SUNRISE | FL | 33351 | N/A | PC | SERVICES TO ABUSED & NEGLECTED CHILD | $63,300 | |
| JEWISH FEDERATION OF S PALM BEACH | ||||||||
| 1 HARVARD CIRCLE | WEST PALM BEACH | FL | 33409 | N/A | PC | GENERAL | $300,000 | |
| KIDS WISH NETWORK | ||||||||
| 301 BEAR RIDGE CIRCLE | PALM HARBOUR | FL | 34683 | N/A | PC | TO FULFILL KIDS WISHES | $500 | |
| MACULAR DEGENERATION ASSOCIATION | ||||||||
| 5969 CATTLERIDGE BLVD SUITE 100 | SARASOTA | FL | 34232 | N/A | PC | TO PROVIDE THE LATEST RESEARCH, EDUCATING AND EMPOWERING AGE-RELATED MACULAR DEGENERATION | $3,000 | |
| MARCH OF DIMES INC | ||||||||
| 1550 CRYSTAL DR SUITE 1300 | ARLINGTON | VA | 22202 | N/A | PC | TO FIGHT FOR THE HEALTH OF ALL MOMS AND BABIES | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | N/A | PC | TO SUPPORT THE CENTER'S EXCEPTIONAL PATIENT CARE, INNOVATIVE RESEARCH, AND OUTSTANDING EDUCATIONAL PROGRAMS | $1,250 | |
| MOTHERS AGAINST DRUNK DRIVING | ||||||||
| 511 E JOHN CARPENTER FWY SUITE 200 | IRVING | TX | 75062 | N/A | PC | TO END DRUNK DRIVING, HELP FIGHT DRUGGED DRIVING, SUPPORT THE VICTIMS OF THESE VIOLENT CRIMES AND PREVENT UNDERAGE DRINKING | $1,000 | |
| NATIONAL GLAUCOMA RESEARCH | ||||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | PC | SUPPORTING RESEARCH PROJECTS | $5,000 | |
| NATIONAL LAW ENFORCEMENT OFFICERS MEMORIAL FUND INC | ||||||||
| 444 E STREET NW | WASHINGTON | DC | 20001 | N/A | PC | TO INSPIRE ALL CITIZENS TO VALUE LAW ENFORCEMENT | $500 | |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||||
| 733 THIRD AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | N/A | PC | TO PREVENT MULTIPLE SCLEROSIS, AND TO IMPROVE THE LIVES OF ALL PEOPLE AFFECTED | $10,000 | |
| NEW JERSEY PEDIATRIC PATIENTS CHARITABLE TRUST FUND - NJPPCTF | ||||||||
| 1304 LAUREL OAK ROAD | VOORHEES | NJ | 08043 | N/A | PC | TO PROVIDE FUNDING FOR THE ACQUISITION OF RECREATIONAL AND EDUCATIONAL EQUIPMENT AND SUPPLIES FOR SPECIAL NEEDS CHILDREN | $80,000 | |
| NOT MY DAUGHTER | ||||||||
| 6820 NW 122ND AVENUE | PARKLAND | FL | 33076 | N/A | PC | GENERAL | $25,000 | |
| ORT AMERICA | ||||||||
| 75 MAIDEN LANE FLOOR 10 | NEW YORK | NY | 10038 | N/A | PC | IMPROVE STUDENT EDUCATION | $1,000 | |
| PARALYZED VETERANS OF AMERICA | ||||||||
| 801 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | EDUCATIONAL | $3,000 | |
| PARKINSON RESEARCH FOUNDATION | ||||||||
| 5969 CATTLERIDGE BLVD SUITE 100 | SARASOTA | FL | 34232 | N/A | PC | TO HELP FIND A CURE FOR PARKINSON'S DISEASE THROUGH FUNDING RESEARCH WHILE PROVIDING ONGOING EDUCATION AND FREE SERVICES THAT ENHANCE THE QUALITY OF LIFE FOR PARKINSON PATIENTS, CAREGIVERS, FAMILIES, & THE COMMUNITY | $5,000 | |
| PLANNED PARENTHOOD | ||||||||
| PO BOX 97166 | WASHINGTON | DC | 20090 | N/A | PC | TO PROVIDE VITAL REPRODUCTIVE HEALTH CARE, SEX EDUCATION, AND INFORMATION TO MILLIONS OF PEOPLE WORLDWIDE | $1,000 | |
| PLAY FOR PINK | ||||||||
| 28 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | BREAST CANCER RESEARCH | $1,500 | |
| RUTH RALES JEWISH FAMILY SERVICES | ||||||||
| 21300 RUTH BARON COLEMA | BOCA RATON | FL | 33428 | N/A | PC | GENERAL | $272,400 | |
| SOUTH FL PBS | ||||||||
| 3401 SOUTH CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | N/A | PC | TO ENRICH, STRENGTHEN, AND EMPOWER OUR DIVERSE COMMUNITIES THROUGH TRUSTED BROADCAST AND DIGITAL CONTENT, EXPERIENTIAL LEARNING, AND COMMUNITY ENGAGEMENT ON RELEVANT PLATFORMS | $1,000 | |
| TEMPLE BETH EL | ||||||||
| 333 SW 4TH AVE | BOCA RATON | FL | 33432 | N/A | PC | GENERAL | $15,525 | |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | ||||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | TO PROVIDE FAMILIES WITH THE MOST ADVANCED CARE AVAILABLE | $2,000 | |
| UNICEF USA | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | TO PURSURE A MORE EQUITABLE WORLD FOR EVERY CHILD | $5,000 | |
| US DEPUTY SHERIFF'S ASSOCIATION | ||||||||
| 2233 S WEST ST CT | WICHITA | KS | 67213 | N/A | PC | TO ASSIST AND SUPPORT LAW ENFORCEMENT, THEIR FAMILIES, AND THEIR COMMUNITIES | $2,100 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 E LANCASTER AVE | VILLANOVA | PA | 19085 | N/A | PC | GENERAL | $1,000 | |
| VOLUNTEER FIREFIGHTER ALLIANCE INC | ||||||||
| 3121 CIRCLE DRIVE | WHITE PINE | TN | 37890 | N/A | PC | TO ASSIST VOLUNTEER FIRE DEPARTMENTS ACROSS THE NATION | $500 | |
| WOUNDED WARRIOR PROJECT INC | ||||||||
| 4899 BELFORT ROAD SUITE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | TO HONOR AND EMPOWER WOUNDED WARRIORS | $1,000 | |
| ADOPT A PLATOON | ||||||||
| 25089 CENTERLINE ROAD | SAN BENITO | TX | 78586 | N/A | PC | TO SERVING DEPLOYED UNITED STATES SERVICE MEMBERS ENSURING THAT THEY ARE NOT FORGOTTEN BY A GRATEFUL NATION | $160 | |
| UNITED STATES OLYMPIC AND PARALYMPIC FOUNDATION | ||||||||
| 27 S TEJON STREET | COLORADO SPRINGS | CO | 80903 | N/A | PC | TO GENERATE PHILANTHROPIC SUPPORT FOR THE BENEFIT OF THE USOPC AND ITS ATHLETES | $200 | |
| ANTI DEFAMATION LEAGUE FOUNDATION | ||||||||
| 605 THIRD AVE | NEW YORK | NY | 10158 | N/A | PC | TO STOP THE DEFAMATION OF THE JEWISH PEOPLE AND TO SECURE JUSTICE AND FAIR TREATMENT TO ALL | $3,000 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 1016 W JACKSON BLVD 1073 SUITE 3550 | CHICAGO | IL | 60607 | N/A | PC | TO EMPOWER THOSE LIVING WITH MUSCULAR DYSTROPHY TO LIVE LONGER, MORE INDEPENDENT LIVES | $2,000 | |
| ALOIS ALZHEIMER FOUNDATION | ||||||||
| 12500 REED HARTMAN HIGHWAY SUITE | CINCINNATI | OH | 45241 | N/A | PC | TO ENCOURAGE RESPONSIBLE RESEARCH, PROVIDE LEADING EDUCATION AND INCREASE THE AWARENESS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIA | $5,000 | 200 |
| ISRAEL CANCER ASSOCIATION USA | ||||||||
| PO BOX 804 | PALM BEACH | FL | 33480 | N/A | PC | TO SUPPOR CRITICAL CANCER RESEARCH CONDUCTED BY DISTINGUISHED ISRAELI SCIENTISTS AT LEADING HOSPITALS AND UNIVERSITIES THROUGHOUT ISRAEL | $2,500 | |
| CITIZENS BEHIND THE BADGE | ||||||||
| 1360 BEVERLY RD SUITE 305 | MC LEAN | VA | 22101 | N/A | PC | TO ENSURE THAT OUR LAW ENFORCEMENT PROFESSIONALS RECEIVE THE SUPPORT AND RESOURCES NEEDED TO KEEP AMERICA SAFE | $3,000 | |
| NATIONAL FOUNDATION FOR CANCER RESEARCH | ||||||||
| 5515 SECURITY LANE SUITE 1105 | ROCKVILLE | MD | 20852 | N/A | PC | TO SUPPORT CANCER RESEARCH AND PUBLIC EDUCATION RELATING TO PREVENTION, EARLY DIAGNOSIS, BETTER TREATMENTS AND, ULTIMATELY, A CURE FOR CANCER | $1,000 | |
| THE CURETIVITY FOUNDATION | ||||||||
| 320 POST ROAD SUITE 180 1067 | DARIEN | CT | 06820 | N/A | PC | TO CREATE HOPE AND CURE KIDS BY RAISING FUNDS AND AWARENESS IN THE FIGHT AGAINST PEDIATRIC CANCER | $20,000 | |
| IMPACTISRAEL INC | ||||||||
| 200 HIGHLAND AVE SUITE 301 | NEEDAM | MA | 02494 | N/A | PC | TO SUPPORT THE YEMIN ORDE YOUTH VILLAGE, WHICH IS THE PREEMINENT RESIDENTIAL EDUCATION PROGRAM FOR AT-RISK YOUTH IN ISRAEL | $100 | |
| JEWISH COMMUNITY CENTERS ASSOCIATION | ||||||||
| 2 MILLSTONE CAMPUS DRIVE | ST LOUIS | MO | 63146 | N/A | PC | TO SERVE A WIDE RANGE OF PEOPLE IN VARIOUS PROGRAMS, INCLUDING: HEALTH, FITNESS, CHILD CARE, ADULT, SENIOR ADULT, SPORTS, AND JEWISH CULTURAL PROGRAM AND ACTIVITIES | $5,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | ||||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | TO PROVIDE THE HIGHEST QUALITY CARE TO CHILDREN WITH NEUROMUSCULOSKELETAL CONDITIONS, BURN INJURIES AND OTHER SPECIAL HEALTH CARE NEEDS WITHIN A COMPASSIONATE, FAMILY-CENTERED AND COLLABORATIVE CARE ENVIRONMENT | $100 | |
| AMERICAN RED CROSS | ||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | PREVENTS AND ALLEVIATES HUMAN SUFFERING IN THE FACE OF EMERGENCIES BY MOBILIZING THE POWER OF VOLUNTEERS AND THE GENEROSITY OF DONORS | $100 | |
| CROHN'S & COLITIS FOUNDATION INC | ||||||||
| 733 3RD AVENUE SUITE 510 | NEW YORK | NY | 10017 | N/A | PC | TO FIND A CURE FOR CROHN'S DISEASE AND ULCERATIVE COLITIS AND TO IMPROVE THE QUALITY OF LIFE OF CHILDREN AND ADULTS AFFECTED BY THESE DISEASES | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,069,835 | 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 | $96,069 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,662 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $201,543 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $302,274 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $302,274 | 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 Person | SHIRLEY D WEISMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17603 LAKE ESTATES DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334961425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $236,496 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 400 SHARES OF META PLATFORMS INC CL A (META) | NoncashPropertyDesc |
| Fair Market Value | $236,496 | FairMarketValueAmt |
| Received | 2024-12-30 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY #33203 EQUITIES | $2,194,538 | $2,765,022 |
| HEALTH CARE SERVICES GROUP (HCSG) | $495,108 | $1,277,650 |
| APPLE INC (AAPL) | $48,990 | $601,008 |
| MORGAN STANLEY #33200 MUTUAL FUNDS | $51,516 | $51,516 |
| META PLATFORMS INC CL A (META) | $17,738 | $234,204 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $511 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $4,662 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,662 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,662 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $479 | Amt |
| Net Investment Income | $479 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $978 | $978 | $0 |
| FEDERAL TAX PAYMENTS | $3,652 | $0 | $0 |
| FEDERAL TAX PAID BY RIC OR REIT (EIN: 13-2744380) | $48 | $0 | $0 |