SMILOW FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SMILOW FOUNDATION (EIN 06-6299809)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202503189349104830
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T19:01:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 S WACKER DR STE 2100 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | 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 | 066299809 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMILOW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SMIL | BusinessNameControlTxt |
| Phone | 3027933290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198093747 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM S SMILOW | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3027933290 | PhoneNum |
| Signature | 2025-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIA A CLOUD | PreparerPersonNm |
| PTIN | P01247032 | PTIN |
| Phone | 3124869815 | PhoneNum |
| Preparation | 2025-11-14 | 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) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $858,296 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,999,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,999,706 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,629,011 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,877,126 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,629,011 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $30,904 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,904 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,517,917 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,659,621 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $360,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $360,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $125,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $125,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $114,361 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $114,361 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $88,120 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $88,120 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $576,493 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $326,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $250,000 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $59,916 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $916 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $97,609 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,998 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $51,611 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,421,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $373,407 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $989,092 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,379,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,379,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,801,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $373,407 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,368,692 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,283,182 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,286,214 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $199,373 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $8,984,664 | SavAndTempCashInvstBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $117,126,309 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $41,113,388 | CorporateBondsBOYAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $167,423,734 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $167,423,734 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $167,423,734 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $167,423,734 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $167,423,734 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,283,182 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $164,140,552 | SubtotalAmt |
| Other Decreases | $164,140,552 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1. GOLDMAN SACHS & CO | 2024-01-01 | 2024-12-31 | $4,728,844 | $4,609,604 | $119,240 | $119,240 | |
| 1. GOLDMAN SACHS & CO | 2023-01-01 | 2024-12-31 | $15,071,000 | $13,638,511 | $1,432,489 | $1,432,489 | |
| CAPITAL GAIN DIVIDENDS | $77,282 | P | |||||
| CAPITAL GAIN DIVIDENDS | $77,282 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,629,011 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $59,578 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $59,578 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $59,578 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $70,843 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $70,843 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,265 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $11,265 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOLDMAN SACHS TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3027933290 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198093747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM SMILOW | ||||||
| 18 W HIGHLAND AVE | PHILADELPHIA | PA | 19118 | TRUSTEE | 40 | $300,000 |
| MR RICHARD J SMILOW | ||||||
| 200 BELLEVUE PARKWAY SUITE 250 | WILMINGTON | DE | 19809 | DIRECTOR | 2 | $20,000 |
| STEPHEN FARLEY | ||||||
| 200 BELLEVUE PARKWAY SUITE 250 | WILMINGTON | DE | 19809 | DIRECTOR | 2 | $20,000 |
| JOHN P SHOEMAKER | ||||||
| 200 BELLEVUE PARKWAY SUITE 250 | WILMINGTON | DE | 19809 | DIRECTOR | 2 | $20,000 |
| MARK LAZARUS | ||||||
| 200 BELLEVUE PARKWAY SUITE 250 | WILMINGTON | DE | 19809 | DIRECTOR | 2 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER LIPPINCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 W HIGHLAND AVE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VP OPERATIONS AND AD | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $125,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE GOLDMAN SACHS TRUST COMPANY NA | |||||
| 200 BELLEVUE PARKWAY SUITE 250 | WILMINGTON | DE | 198093747 | ADVISORY & INV MGMT | $576,493 |
| HOLLAND & KNIGHT LLP | |||||
| ONE ARTS PLAZA 1722 ROUTH ST SUIT | DALLAS | TX | 75201 | LEGAL SERVICES | $88,120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $164,366,247 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,834,273 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $173,200,520 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $173,200,520 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,598,008 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $170,602,512 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,530,126 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,530,126 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $59,578 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $59,578 | TotalTaxAmt |
| Distributable Before Adj | $8,470,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,470,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,470,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,368,692 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $8,368,692 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,470,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $6,678,270 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,368,692 | QualifyingDistributionsAmt |
| Applied To Year1 | $6,678,270 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,690,422 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,780,126 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL E SMILOW ESTATE | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEGHAN VERCILLO | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILLIMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19809 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3027933290 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | TO BE WITHIN THE GUIDELINES OF MISSION STATEMENT | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BROWN UNIVERSITY | |||||||
| 75 WATERMAN ST | PROVIDENCE | RI | 02912 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| FREDERICK GUNN SCHOOL | |||||||
| 99 GREEN HILL ROAD | WASHINGTON | CT | 06793 | NONE | PC | PROGRAM SUPPORT | $20,000 |
| YALE UNIVERSITY | |||||||
| PO BOX 208239 | NEW HAVEN | CT | 065208239 | NONE | PC | PROGRAM SUPPORT | $2,020,000 |
| WESTPORT LIBRARY ASSOC | |||||||
| 20 JESUP ROAD | WESTPORT | CT | 06880 | NONE | PC | PROGRAM SUPPORT | $800 |
| EARTHPLACE | |||||||
| 10 WOODSIDE LANE | WESTPORT | CT | 06880 | NONE | PC | PROGRAM SUPPORT | $7,500 |
| TEMPLE ISRAEL | |||||||
| 14 COLEYTOWN ROAD | WESTPORT | CT | 06880 | NONE | PC | PROGRAM SUPPORT | $7,000 |
| AMERICA'S VETDOGS | |||||||
| 371 E JERICHO TPKE | SMITHTOWN | NY | 11787 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| HOMES WITH HOPE | |||||||
| PO BOX 631 | WESTPORT | CT | 06881 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| NORWALK HOSPITAL FOUNDATION INC | |||||||
| 34 MAPLE ST | NORWALK | NY | 06850 | NONE | PC | PROGRAM SUPPORT | $2,000,000 |
| BRIDGEPORT HOSPITAL FOUNDATION INC | |||||||
| 267 GRANT ST | BRIDGEPORT | CT | 066102805 | NONE | PC | PROGRAM SUPPORT | $100,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3025 WALNUT STREET | PHILADELPHIA | PA | 19104 | NONE | PC | PROGRAM SUPPORT | $35,000 |
| WESTPORT COUNTRY PLAYHOUSE | |||||||
| 25 POWERS COURT | WESTPORT | CT | 06880 | NONE | PC | PROGRAM SUPPORT | $76,800 |
| BOYS & GIRLS CLUBS OF AMERICA | |||||||
| PO BOX 2333 | HARTFORD | CT | 06146 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| WETA | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | NONE | PC | PROGRAM SUPPORT | $60,000 |
| THE EAST LAKE FOUNDATION | |||||||
| 2606 ALSTON DR SE | ATLANTA | GA | 30317 | NONE | PC | PROGRAM SUPPORT | $10,000 |
| THE COBBS CREEK RESTORATION & COMMUNITY | |||||||
| 300 CONSHOHOCKEN STATE RD | CONSHOHOCKEN | PA | 19428 | NONE | PC | PROGRAM SUPPORT | $3,000,000 |
| JACKSON HOLE ONE FLY FOUNDATION | |||||||
| PO BOX 4158 | JACKSON | WY | 830014158 | NONE | PC | PROGRAM SUPPORT | $5,000 |
| ASPEN INSTITUTE | |||||||
| 2300 N STREET SUITE 700 | WASHINGTON | DC | 20037 | NONE | PC | PROGRAM SUPPORT | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,379,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,999,706 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,629,011 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $30,904 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,659,621 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,659,621 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | 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 | JOEL E SMILOW RVOC TR | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SMILOW FAMILY OFFICE | AddressLine1Txt |
| City | SOUTHPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06890 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $858,296 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMILOW FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 BELLEVUE PARKWAY SUITE 250 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198093747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-12-31 | GrantDt |
| Grant | $164,140,556 | GrantAmt |
| Purpose Of Grant | THE GRANT SHALL BE SOLELY USED FOR THE PURPOSES SET FORTH IN THE GRANT AGREEMENT | PurposeOfGrantTxt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO PORTION OF THE GRANT FUNDS HAVE BEEN USED FOR OTHER THAN THE INT | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 10/29/2025 | DatesOfReportsByGranteeTxt |
| Verification | 2025-10-29 | VerificationDt |
| Results Of Verification | NO INDEPENDENT VERIFICATION UNDERTAKEN AS THERE HAS BEEN NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S RPORT. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (110 entries)
| BondBondNm |
|---|
| 91282CBZ3 U.S. TREASURY NOTE 1 |
| 91282CEA5 U.S. TREASURY NOTE 1 |
| 91282CEG2 U.S. TREASURY NOTE 2 |
| 912796XQ7 U.S. TREASURY BILL D |
| 91282CEF4 U.S. TREASURY NOTE 2 |
| 91282CDP3 U.S. TREASURY NOTE 1 |
| 912828YB0 U.S. TREASURY NOTE 1 |
| 91324PEH1 UNITEDHEALTH GROUP I |
| 80281LAR6 SANTANDER UK GROUP H |
| 91282CAD3 U.S. TREASURY NOTE 0 |
| 26441CAS4 DUKE ENERGY CORP 2.6 |
| 05964HAN5 BANCO SANTANDER, S.A |
| 88579YBG5 3M COMPANY MTN 3.375 |
| 756109AS3 REALTY INCOME CORPOR |
| 099724AL0 BORGWARNER INC 2.65% |
| 69353REW4 PNC BANK NA 2.7% 10/ |
| 46647PBH8 JPMORGAN CHASE & CO. |
| 6174468Q5 MORGAN STANLEY HYBRI |
| 780082AD5 ROYAL BANK OF CANADA |
| 10373QBE9 BP CAP MARKETS AMERI |
| 95000U2N2 WELLS FARGO & COMPAN |
| 084659AM3 BERKSHIRE HATHAWAY E |
| 581557BR5 MCKESSON CORPORATION |
| 780097BP5 ROYAL BANK OF SCOTLA |
| 62947QBC1 NXP BV/NXP FUNDING L |
| 225433AR2 CREDIT SUISSE GROUP |
| 912828YE4 U.S. TREASURY NOTE 1 |
| 9EQ4JLVJ4 ING GROEP N.V. HYBRI |
| 404280CG2 HSBC HOLDINGS PLC HY |
| 172967NA5 CITIGROUP INC. HYBRI |
| 70450YAD5 PAYPAL HOLDINGS, INC |
| 459200JZ5 INTERNATIONAL BUSINE |
| 20030NCT6 COMCAST CORP 4.15% 1 |
| 24703TAE6 DELL INT LLC / EMC C |
| 06051GGZ6 BANK OF AMERICA CORP |
| 95000U2X0 WELLS FARGO & COMPAN |
| 46647PBW5 JPMORGAN CHASE & CO. |
| 92343VDD3 VERIZON COMMUNICATIO |
| 855244AP4 STARBUCKS CORP 3.5% |
| 86562MBT6 SUMITOMO MITSUI FINA |
| 828807CY1 SIMON PROPERTY GROUP |
| 125523AH3 CIGNA CORPORATION 4. |
| 29379VBV4 ENTERPRISE PRODUCTS |
| 00914AAJ1 AIR LEASE CORP MTN 2 |
| 00774MAP0 AERCAP IRELAND CAP/G |
| 09062XAF0 BIOGEN INC. 4.05% 09 |
| 00206RDN9 AT&T INC. 1.7% 03/25 |
| 120568AX8 BUNGE LIMITED FINANC |
| 126650CX6 CVS HEALTH CORPORATI |
| 487836BW7 KELLOGG CO 4.3% 05/1 |
| 25389JAT3 DIGITAL REALTY TRUST |
| 49456BAP6 KINDER MORGAN INC 4. |
| 337738AR9 FISERV, INC. 4.2% 10 |
| 13607HVE9 CANADIAN IMPERIAL BA |
| 912828YS3 U.S. TREASURY NOTE 1 |
| 458140BH2 INTEL CORPORATION 2. |
| 05530QAN0 B.A.T. INTERNATIONAL |
| 92343VER1 VERIZON COMMUNICATIO |
| 097023DG7 BOEING COMPANY (THE) |
| 68389XBN4 ORACLE CORPORATION 3 |
| 37045XBG0 GENERAL MOTORS FINAN |
| 03027XAJ9 AMERICAN TOWER CORPO |
| 05526DBB0 B.A.T. CAPITAL CORPO |
| 29379VBT9 ENTERPRISE PRODUCTS |
| 828807DP9 SIMON PROPERTY GROUP |
| 11134LAR0 BROADCOM CORPORATION |
| 00914AAM4 AIR LEASE CORP 1.875 |
| 22822VAH4 CROWN CASTLE INTL CO |
| 02209SBC6 ALTRIA GROUP, INC. 4 |
| 35137LAH8 FOX CORPORATION 4.70 |
| 681919BA3 OMNICOM GROUP INC. 3 |
| 571748BG6 MARSH & MCLENNAN COM |
| 209111FS7 CONSOLIDATED EDISON |
| 89352HAW9 TRANSCANADA PIPELINE |
| 38145C455 GS HIGH YIELD FLOATI |
| 91282CDY4 U.S. TREASURY NOTE 1 |
| 912810FT0 U.S. TREASURY BOND 4 |
| 91282CBB6 U.S. TREASURY NOTE 0 |
| 912828Z94 U.S. TREASURY NOTE 1 |
| 91282CDF5 U.S. TREASURY NOTE 1 |
| 9JE008V46 MITSUBISHI UFJ FINAN |
| 65339KBJ8 NEXTERA ENERGY CAPIT |
| 20030NDA6 COMCAST CORPORATION |
| 191216CE8 COCA-COLA CO/THE 2.9 |
| 444859BK7 HUMANA INC. 3.125% 0 |
| 17327CAM5 CITIGROUP INC. HYBRI |
| 05329WAQ5 AUTONATION INC 4.75% |
| 06738EAP0 BARCLAYS PLC 5.2% 05 |
| 14040HCX1 CAPITAL ONE FINANCIA |
| 9128285Z9 U.S. TREASURY NOTE 2 |
| 89236TDR3_1 TOYOTA MOTOR CREDI |
| 55336VBN9 MPLX LP 4.25% 12/01/ |
| 9EQ3PH383 UBS GROUP AG 4.55% 0 |
| 37045XEG7 GENERAL MOTORS FINL |
| 071813CP2 BAXTER INTERNATIONAL |
| 478160BJ2 JOHNSON & JOHNSON 4. |
| 05531GAB7 BB&T CORPORATION MTN |
| 87264ABW4 T-MOBILE USA, INC. 3 |
| 91282CFF3_1 U.S. TREASURY NOTE |
| 92343VEU4 VERIZON COMMUNICATIO |
| 91282CFY2 U.S. TREASURY NOTE 3 |
| 29250NBH7 ENBRIDGE INC 1.6% 10 |
| 539439AQ2 LLOYDS BANKING GROUP |
| 718172CV9 PHILIP MORRIS INTL I |
| 125523CP3 CIGNA CORP 1.25% 03/ |
| 14040HCH6 CAPITAL ONE FINANCIA |
| 666807BN1 NORTHROP GRUMMAN COR |
| 606990158_1 SUMITOMO MITSUI FI |
| 037389BC6 AON CORP 3.75% 05/02 |
| 031162DD9 AMGEN INC. 3.0% 02/2 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm |
|---|
| 78462F103 SPDR S&P 500 ETF TRU |
| 921937736 VANGUARD INSTL INDEX |
| 066923194 ISHARES S&P 500 INDE |
| 921946406 VANGUARD HIGH DIVIDE |
| 464287655 ISHARES RUSSELL 2000 |
| 46090E103 INVESCO QQQ TRUST ET |
| 464287465 ISHARES MSCI EAFE IN |
| 066922204 ISHARES S&P 500 INDE |
| 4609E103 INVESCO QQQ TRUST ETF |
| 09253F861 ISHARES MSCI EAFE IN |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE SMILOW FOUNDATION TRUST IS REORGANIZING ITS LEGAL STRUCTURE AS A CORPORATION AND TRANSFERRING ALL OF ITS ASSETS TO FUND THE SMILOW FOUNDATION INC. A 501(C)(3) EXEMPT ORGANIZATION EIN 92-1388481. DURING TAX YEAR 2024, THE SMILOW FOUNDATION (EIN: 06-6299809) REORGANIZED ITS LEGAL STRUCTURE AND TRANSFERRED SUBSTANTIALLY ALL OF ITS ASSETS TO ITS SUCCESSOR ORGANIZATION, SMILOW FOUNDATION, INC. (EIN: 92-1388481). AS A RESULT OF THE TRANSFER, $6,780,126 OF UNDISTRIBUTED INCOME AS OF 12/31/2024 IS TRANSFERRED TO SMILOW FOUNDATION INC. AND WILL BE REPORTED ON THE 2025 FORM 990-PF. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $88,120 | LegalFeesAmt |
| Disbursements Charitable Prps | $88,120 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFER OF ASSETS TO THE SMILOW FDN INC | Desc |
| Amt | $164,140,552 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER CHARITABLE EXPENSES | $55,140 | $3,529 | $51,611 |
| PARTNERSHIP EXPENSES | $42,469 | $42,469 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $30,904 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,904 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GS ADVISORY FEES | $250,000 | $250,000 | |
| INVESTMENT MANAGEMENT FEES | $326,493 | $326,493 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $916 | $916 | $0 |
| ESTIMATES TAX | $39,000 | $0 | $0 |
| FEDERAL TAX PAID | $20,000 | $0 | $0 |