JJJ CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JJJ CHARITABLE FOUNDATION (EIN 13-3932002)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349100811
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2017-11-15T08:24:13-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222746484 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZOOK DINON PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 509 S LENOLA ROAD BLDG 1 | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133932002 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JJJ CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JJJC | BusinessNameControlTxt |
| Phone | 2035954500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TRESSER BLVD SUITE 300 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N IRWIN III | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2035954500 | PhoneNum |
| Signature | 2017-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN P GESSNER CPA | PreparerPersonNm |
| PTIN | P00165224 | PTIN |
| Phone | 8562340900 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.150.141.179 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-14 | IPDt |
| IP Tm | 11:30:18 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AD13B9F3FF616198A424379ACB03B9A16186016B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4F94851EEEB4CCDFAE990DE4DAD4CAA5EA116757 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,774,998 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,811 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,811 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,379 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$204,340 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,420,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,481 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,239 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,331 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $231,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $2,618 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,526 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,207 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,128 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,248 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,101 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $810,121 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $810,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $905,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $829,321 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$844,891 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,507 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,920 | CashBOYAmt |
| Cash EOY | $294,725 | CashEOYAmt |
| Cash EOYFMV | $294,725 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,797,987 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,625,172 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,625,172 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,279,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,976,555 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,487,790 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $204,235 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,908 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,729 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $11,528,005 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,869,890 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,266,582 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,820,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,867,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,774,998 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $15,820,495 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,867,250 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,820,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,867,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,820,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,867,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,820,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$844,891 | ExcessRevenueOverExpensesAmt |
| Other Increases | $131,532 | OtherIncreasesAmt |
| Subtotal | $15,107,136 | SubtotalAmt |
| Other Decreases | $239,886 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,867,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| ACQUIRED CAPITAL II LP (EIN:45-3454979) | P | $6,162 | $6,162 | $6,162 | |
| ACQUIRED CAPITAL II LP (EIN:45-3454979) | P | $30,886 | $30,886 | $30,886 | |
| BROOKSIDE REALTY VENTURES III LLC (EIN:27-2584176) | P | $22 | $22 | $22 | |
| BROOKSIDE REALTY VENTURES III LLC (EIN:27-2584176) | P | -$416 | -$416 | $416 | |
| BROOKSIDE REALTY VENTURES III LLC - 1231 (EIN:27-2584176) | P | $21,984 | $21,984 | $21,984 | |
| CYPRIUM INVESTORS II LP (EIN:34-1968641) | P | -$756 | -$756 | $756 | |
| CYPRIUM INVESTORS III LP (EIN:05-0632578) | P | $71,593 | $71,593 | $71,593 | |
| CYPRIUM INVESTORS III LP - 1231 (EIN:05-0632578) | P | -$360 | -$360 | $360 | |
| PRIVATE ADVISORS SECONDARY FUND V LP (EIN:47-4252449) | P | -$324 | -$324 | $324 | |
| PRIVATE ADVISORS SECONDARY FUND V LP (EIN:47-4252449) | P | $18,706 | $18,706 | $18,706 | |
| PRIVATE ADVISORS SECONDARY FUND V LP - 1231 (EIN:47-4252449) | P | $448 | $448 | $448 | |
| PUBLICLY TRADED SECURITIES | $5,475 | $5,475 | $5,475 | ||
| PUBLICLY TRADED SECURITIES | $720,345 | $27,684 | $27,684 | $692,661 | |
| PUBLICLY TRADED SECURITIES | $580,929 | -$331,154 | -$331,154 | $912,083 | |
| PUBLICLY TRADED SECURITIES | $59,935 | -$2,341 | -$2,341 | $62,276 | |
| THE BLACKSTONE GROUP LP (EIN:20-8875684) | -$54 | -$54 | $54 | ||
| THE BLACKSTONE GROUP LP (EIN:20-8875684) | $2,790 | $2,790 | $2,790 | ||
| THE BLACKSTONE GROUP LP - 1231 (EIN:20-8875684) | $869 | $869 | $869 | ||
| WICKS COMMUNICATIONS & MEDIA PARTNERS III (PARALLEL), LP (EIN:74-3115795) | P | -$41,816 | -$41,816 | $41,816 | |
| PORTOLAN EQUITY OFFSHOR FUND LTD | P | $900,000 | -$11,637 | -$11,637 | $911,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$202,239 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $766,739 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,375,759 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046822 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $941,002 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $15,320,714 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $826,559 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $14,575,262 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $709,728 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,365,056 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,103,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,231,815 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.083381 | DistributionYr5Rt |
| Total Distribution | 0.301436 | TotalDistributionRt |
| Average Distribution | 0.060287 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,525,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $936,015 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,645 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $937,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $829,321 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,142 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,858 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $4,708 | OverpaymentAmt |
| Applied To ES Tax | $4,708 | 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 |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN N IRWIN III | IndividualWithBooksNm |
| Phone | 2035954500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TRESSER BOULEVARD SUITE 300 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | 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 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN N IRWIN III | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | PRES./TREAS./DIRECTOR | 10.00 | $0 | $0 | $0 |
| JEANET H IRWIN | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| JANE W I DROPPA | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| ANNA M IRWIN | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| GENEVIEVE T IRWIN | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| RAYMOND WELDON | ||||||||
| 201 TRESSER BLVD SUITE 300 | STAMFORD | CT | 06901 | SECRETARY | 10.00 | $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 | $7,409,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,842,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,509,734 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,762,415 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,762,415 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $236,436 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,525,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $776,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $776,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,290 | TotalTaxAmt |
| Distributable Before Adj | $773,009 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $773,009 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $773,009 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $829,321 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $829,321 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $829,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $773,009 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $27,111 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $65,541 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $143,422 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $233,716 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $469,790 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $829,321 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $773,009 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $526,102 | 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 | $27,111 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $498,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $65,541 | ExcessFromYear4Amt |
| Excess From Year3 | $143,422 | ExcessFromYear3Amt |
| Excess From Year2 | $233,716 | ExcessFromYear2Amt |
| Excess From Current Year | $56,312 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN N IRWIN III | ContributingManagerNm |
| Shareholder Manager | JOHN N IRWIN III | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FOUNDATION DOES NOT ACCEPT APPLICAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 TRESSER BLVD SUITE 300 | AddressLine1Txt |
| City | STAMFORD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2035954500 | RecipientPhoneNum |
| Form And Info And Materials | N/A | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN UNIVERSITY OF CAIRO LAZORD FELLOWSHIP PROGRAM | ||||||||||
| 420 FIFTH AVE 3RD FLOOR | NEW YORK | NY | 10018 | N/A | PUBLIC | OPERATIONAL | $90,690 | |||
| AMERICAN FRIENDS OF NESIVOS AHRON CHARITY FUND | ||||||||||
| C/O M M LTD 19 S LASALLE NO 1100 | CHICAGO | IL | 606030000 | N/A | PUBLIC | OPERTAIONAL | $15,000 | |||
| BOSTON UNIVERSITY-SCHOOL OF EDUCATION | ||||||||||
| 2 SILBER WAY | BOSTON | MA | 02215 | N/A | PUBLIC | OPERATIONAL | $5,000 | |||
| COMMUNITY FOUNDATION OF NEW JERSEY | ||||||||||
| POST OFFICE BOX 338 | MORRISTOWN | NJ | 079630338 | N/A | PUBLIC | OPERATIONAL | $5,000 | |||
| CONNECTICUT COALITION FOR ACHIEVEMENT NOW ANNUAL GIFT | ||||||||||
| 85 WILLOW STREET | NEW HAVEN | CT | 06511 | N/A | PUBLIC | OPERATIONAL | $52,000 | |||
| CONNECTICUT YANKEE COUNCIL | ||||||||||
| PO BOX 32 60 WELLINGTON RD | MILFORD | CT | 06460 | N/A | PUBLIC | OPERATIONAL | $5,000 | |||
| CONVENT OF THE SACRED HEART SCHOOL | ||||||||||
| 1177 KING STREET | GREENWICH | CT | 06831 | N/A | PUBLIC | OPERATIONAL | $130,000 | |||
| CREATING HOPE | ||||||||||
| PO BOX 1058 | DEARBORN | MI | 48121 | N/A | PUBLIC | OPERATIONAL | $10,000 | |||
| FRESH AIR FUND ANNUAL GIVING | ||||||||||
| 633 THIRD AVENUE 14TH FLOOR | NEW YORK | NY | 10017 | N/A | PUBLIC | OPERATIONAL | $30,000 | |||
| FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL | ||||||||||
| 700 13TH STREET NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PUBLIC | OPERATIONAL | $1,000 | |||
| INJAZ | ||||||||||
| N/A | OPERATIONAL | $66,546 | PO BOX 910542 | AMMAN 11191 | JO | |||||
| LAZORD FOUNDATION | ||||||||||
| 292 NEWBURY ST SUITE 527 | BOSTON | MA | 02115 | N/A | PUBLIC | OPERATIONAL | $101,885 | |||
| POPULATION COUNCIL IN NEW YORK CITY | ||||||||||
| ONE DAG HAMMARSKJOLD PLAZA | NEW YORK | NY | 10017 | N/A | PUBLIC | OPERATIONAL | $5,000 | |||
| PRINCETON UNIVERSITY | ||||||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08544 | N/A | PUBLIC | OPERATIONAL | $112,000 | |||
| SLOAN-KETTERING CANCER CENTER | ||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | PUBLIC | OPERATIONAL | $1,000 | |||
| WALSH PARK BENEVOLENT CORP | ||||||||||
| PO BOX 684 | FISHERS ISLAND | NY | 06390 | N/A | PUBLIC | OPERATIONAL | $10,000 | |||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | N/A | PUBLIC | OPERATIONAL | $170,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $810,121 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,811 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,379 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $55,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,014 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$204,340 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $55,467 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,864 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,331 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $40,900 | Amt |
| Net Investment Income | $16,900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $100,908 | EOYBookValueAmt |
| EOYFMV | $100,729 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,976,555 | EOYBookValueAmt |
| EOYFMV | $2,487,790 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACQUIRED CAPITAL II | AT COST | $9,499 | $45,764 |
| CYPRIUM INVESTORS II LP | AT COST | $0 | $0 |
| CYPRIUM INVESTORS III LP | AT COST | $86,825 | $84,657 |
| SFW CAPITAL PARTNERS FUND, LP | AT COST | $748,521 | $477,345 |
| WICKS COM. & MEDIA PTNRS III LP | AT COST | $550,153 | $563,780 |
| CFC CAPITAL LIMITED - ORD SHS | AT COST | $4,978 | $11,448 |
| CFC CAPITAL LIMITED - PREF SHS | AT COST | $169,276 | $389,334 |
| CFC CAPITAL LIMITED - NOTE | AT COST | $171,549 | $171,549 |
| HENGISTBURY FUND LIMITED | AT COST | $1,544,707 | $1,986,449 |
| MCR MARYLAND, LLC | AT COST | $497,785 | $424,439 |
| MCR TEXAS LLC | AT COST | $277,535 | $222,715 |
| MCR TEXAS 2 | AT COST | $365,325 | $436,772 |
| FORTRESS WORLDWIDE TRANSP LLC | AT COST | $613,311 | $497,300 |
| XCOVERY HOLDING CO, LLC | AT COST | $112 | $14,375 |
| TYROGENEX INC | AT COST | $180,000 | $182,260 |
| PORTOLAN EQUITY OFFSHORE FUND, LTD. | AT COST | $4,125,657 | $4,297,471 |
| AESSF III PIO LP | AT COST | $367,655 | $359,573 |
| PALLIATECH - NOTE | AT COST | $48,077 | $48,077 |
| PALLIATECH INC. | AT COST | $309,695 | $302,324 |
| PRIVATED ADVISORS SECONDARY FUND V LP | AT COST | $274,773 | $219,530 |
| BLACKSTONE GROUP LP | AT COST | $175,999 | $175,695 |
| BEP IV LLC | AT COST | $348,458 | $355,725 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $239,886 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FROM K-1 - ACQUIRED CAPITAL II (EIN:45-3454979) | $6 | $0 | $0 |
| FROM K-1 - BEP IV LLC (EIN: 38-3953934) | $4,157 | $4,157 | $0 |
| FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) | $141 | $73 | $0 |
| FROM K-1 - CYPRIUM INVESTORS II LP (EIN:34-1968641) | $719 | $719 | $0 |
| FROM K-1 - CYPRIUM INVESTORS III LP (EIN: 05-0632578) | $6,021 | $5,897 | $0 |
| FROM K-1 - FORTRESS TRANSPORTATION LLC (EIN: 32-0434238) | $10,113 | $10,113 | $0 |
| FROM K-1 - MARYLAND MCR LLC (EIN:46-1222067) | $595 | $595 | $0 |
| FROM K-1 - MCR TEXAS 2 LLC (EIN:32-0441386) | $1,015 | $1,015 | $0 |
| FROM K-1 - MCR TEXAS LLC (EIN:90-1016281) | $128 | $128 | $0 |
| FROM K-1 - PRIVATE ADVISORS SECONDARY FUND V LP (EIN:47-4252449) | $7,916 | $7,709 | $0 |
| FROM K-1 - SFW CAPITAL PARTNERS FUND, LP (EIN: 20-5944156) | $4,713 | $4,713 | $0 |
| FROM K-1 - THE BLACKSTON GROUP L.P. (EIN:20-8875684) | $296 | $47 | $0 |
| FROM K-1 - WICKS COM. & MEDIA PTNRS III, LP (EIN:74-3115795) | $511 | $82 | $0 |
| FROM K-1 - XCOVERY | $4 | $0 | $0 |
| LICENSES AND FEES | $612 | $0 | $0 |
| OTHER EXPENSES | $181 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM K-1 - ACQUIRED CAPITAL II, LP (EIN: 45-3454979) - UBTI | $38,723 | $0 | $38,723 |
| FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) | -$16,147 | $0 | -$16,147 |
| FROM K-1 - BROOKSIDE REALTY VENTURES III, LLC (EIN: 27-2584176) - UBTI | $12,253 | $61 | $12,253 |
| FROM K-1 - CYPRIUM INVESTORS II LP (EIN:34-1968641) - UBTI | -$167 | $0 | -$167 |
| FROM K-1 - CYPRIUM INVESTORS III, LP (EIN: 05-0632578) - UBTI | $8,194 | $0 | $8,194 |
| FROM K-1 - FORTRESS WORLDWIDE LLC(EIN: 32-0434238) | $28,445 | $28,445 | $28,445 |
| FROM K-1 -XCOVERY - UBTI | -$14,437 | $0 | -$14,437 |
| FROM K-1 - WICKS COM. & MEDIA PTNRS III, LP (EIN: 74-3115795) | $20 | $0 | $20 |
| FROM K-1 - WICKS COM. & MEDIA PTNRS III, LP (EIN: 74-3115795) - UBTI | -$165 | $0 | -$165 |
| GENERAL OTHER- LEGAL SETTLEMENTS | $12 | $12 | $12 |
| FROM K-1 - MCR TEXAS UBTI | -$277 | $0 | -$277 |
| FROM K-1 - THE BLACKSTON GROUP L.P. (EIN# 20-8875684) | $1,285 | $1,285 | $1,285 |
| FROM K-1 - THE BLACKSTON GROUP L.P. (EIN# 20-8875684) UBTI | $834 | $436 | $834 |
| FROM K-1 - BEP IV LLC(EIN# 38-3953934) UBTI | -$40 | $0 | -$40 |
| FROM K-1 - PRIVATE ADVISORS SECONDARY FUND V LP(EIN# 47-4252449) | -$11,756 | $0 | -$11,756 |
| FROM K-1 - PRIVATE ADVISORS SECONDARY FUND V LP(EIN# 47-4252449) UBTI | $10,509 | $0 | $10,509 |
| MD ACQUISITION LLC | $6,195 | $0 | $6,195 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION (NET) FROM PASS THROUGH ENTITIES | Desc |
| Amt | $131,532 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN FEES | CategoryTxt |
| Amt | $12,248 | Amt |
| Net Investment Income | $12,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $2,207 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |