RUTH AND JACK GLANTZ FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RUTH AND JACK GLANTZ FAMILY FOUNDATION INC (EIN 22-3554000)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202543119349101209
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T07:45:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 223554000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ruth and Jack Glantz Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Susan Glantz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-07-29 | 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 | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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 | $1,681,788 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,839 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,839 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,752 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $704,865 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,752 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $147,208 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,208 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $8,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,354 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $13,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $13,024 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,204 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,380 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $13,024 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,220 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,220 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $92,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,380 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $83,244 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $138,828 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $51,419 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $106,565 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $106,565 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $298,269 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $458,506 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $457,162 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $881,601 | CorporateStockBOYAmt |
| Corporate Stock EOY | $825,910 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,022,458 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $200,210 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $95,302 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $95,603 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,431,499 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,486,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,681,788 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,431,499 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,486,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,431,499 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,431,499 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,486,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,431,499 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,784 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,486,283 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,486,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CATERPILLAR INC | 2024-02-20 | $25,543 | $14,145 | $11,398 | $11,398 |
| CITIBANK NA | 2024-01-16 | $50,000 | $50,000 | ||
| CORNING INC | 2024-09-23 | $6,835 | $5,305 | $1,530 | $1,530 |
| DELL TECHNOLOGIES INC | 2024-01-29 | $3,011 | $1,340 | $1,671 | $1,671 |
| DELL TECHNOLOGIES INC | 2024-02-13 | $8,758 | $3,873 | $4,885 | $4,885 |
| DELL TECHNOLOGIES INC | 2024-05-15 | $7,612 | $1,936 | $5,676 | $5,676 |
| DELL TECHNOLOGIES INC | 2024-05-30 | $6,534 | $1,452 | $5,082 | $5,082 |
| EATON CORP | 2024-01-02 | $7,414 | $4,091 | $3,323 | $3,323 |
| EATON CORP | 2024-02-20 | $3,304 | $1,625 | $1,679 | $1,679 |
| EATON CORP | 2024-10-22 | $7,914 | $3,272 | $4,642 | $4,642 |
| EATON CORP | 2024-12-16 | $22,326 | $9,416 | $12,910 | $12,910 |
| GARMIN LTD | 2024-01-17 | $10,983 | $8,719 | $2,264 | $2,264 |
| GARMIN LTD | 2024-08-06 | $7,031 | $3,857 | $3,174 | $3,174 |
| GARMIN LTD | 2024-10-23 | $3,250 | $1,777 | $1,473 | $1,473 |
| GE VERONA INC | 2024-04-05 | $30 | $22 | $8 | $8 |
| GOLDMAN SACHS BK 3.3% | 2024-01-16 | $50,000 | $50,000 | ||
| HARTFORD FINANCIAL SERVICES | 2024-01-04 | $6,789 | $3,759 | $3,030 | $3,030 |
| HARTFORD FINANCIAL SERVICES | 2024-04-16 | $3,814 | $1,771 | $2,043 | $2,043 |
| HARTFORD FINANCIAL SERVICES | 2024-09-17 | $3,150 | $1,226 | $1,924 | $1,924 |
| HOME DEPOT INC | 2024-01-04 | $6,489 | $4,044 | $2,445 | $2,445 |
| INTEL CORP | 2024-01-02 | $6,285 | $6,734 | -$449 | -$449 |
| INTEL CORP | 2024-02-02 | $5,588 | $6,563 | -$975 | -$975 |
| INTEL CORP | 2024-02-13 | $5,227 | $5,761 | -$534 | -$534 |
| INTEL CORP | 2024-02-22 | $14,171 | $9,392 | $4,779 | $4,779 |
| INTERNATIONAL PAPER CO | 2024-05-20 | $9,551 | $9,457 | $94 | $94 |
| INTERNATIONAL PAPER CO | 2024-06-27 | $6,241 | $5,009 | $1,232 | $1,232 |
| INTERNATIONAL PAPER CO | 2024-10-31 | $5,030 | $2,654 | $2,376 | $2,376 |
| INTERNATIONAL PAPER CO | 2024-11-26 | $22,450 | $14,518 | $7,932 | $7,932 |
| PPG INDUSTRIES INC | 2024-01-02 | $10,810 | $10,565 | $245 | $245 |
| T ROWE PRICE GROUP | 2024-07-10 | $6,901 | $9,360 | -$2,459 | -$2,459 |
| T ROWE PRICE GROUP | 2024-09-03 | $18,504 | $24,761 | -$6,257 | -$6,257 |
| RTX CORPORATION | 2024-08-06 | $9,103 | $4,745 | $4,358 | $4,358 |
| RTX CORPORATION | 2024-10-23 | $6,057 | $2,855 | $3,202 | $3,202 |
| TARGET CORP | 2024-04-04 | $9,665 | $6,415 | $3,250 | $3,250 |
| TORONTO DOMINION BK 4.285% | 2024-09-13 | $20,000 | $19,764 | $236 | $236 |
| US TREASURY-BH2024 4.25% | 2024-09-30 | $50,000 | $49,935 | $65 | $65 |
| WATSCO INC | 2024-01-02 | $845 | $497 | $348 | $348 |
| WATSCO INC | 2024-10-23 | $3,710 | $1,988 | $1,722 | $1,722 |
| WELLS FARGO CO | 2024-04-09 | $8,940 | $7,510 | $1,430 | $1,430 |
| US TREAS BILLS 0% 5/2/24 | 2024-05-02 | $60,000 | $60,000 | ||
| US TREAS BILLS 0% 6/11/24 | 2024-06-11 | $70,000 | $70,000 | ||
| US TREAS BILLS 0% 8/15/24 | 2024-08-15 | $40,000 | $40,000 | ||
| US TREAS BILLS 0% 11/29/24 | 2024-11-29 | $75,000 | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,752 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,930 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,930 | SubtotalAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $903 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,003 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $73 | OverpaymentAmt |
| Applied To ES Tax | $73 | AppliedToESTaxAmt |
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 | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robin Glantz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Sec, VP | 1.0 | $0 | $0 | $0 |
| Susan Glantz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Treas | 1.0 | $0 | $0 | $0 |
| 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 | $1,560,384 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $136,755 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,697,139 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,697,139 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,457 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,671,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $83,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $83,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,930 | TotalTaxAmt |
| Distributable Before Adj | $81,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $81,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $81,654 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $83,244 | 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 | $83,244 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $81,654 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $3,589 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,589 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $83,244 | QualifyingDistributionsAmt |
| Applied To Current Year | $81,654 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,590 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,179 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,179 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $3,589 | ExcessFromYear1Amt |
| Excess From Current Year | $1,590 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF CONNE | |||||||
| 765 ASYLUM AVE | HARTFORD | CT | 06105 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 1040 6TH AVE FL 23 | NEW YORK | NY | 10018 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN FRIENDS OF ALYN HOSPITAL INC | |||||||
| 122 E 42ND ST RM 1519 | NEW YORK | NY | 10168 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN FRIENDS OF NEVE SHALOM-WAHAT AL-SALAM | |||||||
| 229 N CENTRAL AVE FL 4 401 | GLENDALE | CA | 91203 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| AMERICAN INDIAN COLLEGE FUND | |||||||
| 8333 GREENWOOD BLVD | DENVER | CO | 80221 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | The Center for a New Middle East | $1,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST 6TH FL | NEW YORK | NY | 10022 | N/A | PC | 50% Programs and Services/50% General Support | $1,250 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | |||||||
| 220 E 42ND ST STE 400 | NEW YORK | NY | 10017 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF | |||||||
| 55 EAST 59TH ST | NEW YORK | NY | 10022 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| AMERICAN SOCIETY FOR YAD VASHEM INC | |||||||
| 500 5TH AVE FL 42 | NEW YORK | NY | 10110 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $1,000 |
| AMIT CHILDREN INC | |||||||
| 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| BEREA COLLEGE | |||||||
| CPO 2214 | BEREA | KY | 40404 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 209 W 29TH ST STE 6250 | NEW YORK | NY | 10001 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| CANEY CREEK COMMUNITY CENTER | |||||||
| 100 PURPOSE RD | PIPPA PASSES | KY | 41844 | N/A | PC | School Scholarships Fund | $1,000 |
| COALITION FOR THE HOMELESS INC | |||||||
| 129 FULTON ST | NEW YORK | NY | 10038 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| DOROT INC | |||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| DR SUSAN LOVE RESEARCH FOUNDATION | |||||||
| 8605 SANTA MONICA BLVD STE 89002 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| EARTHJUSTICE | |||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED | |||||||
| 257 PARK AVE S 11TH FL | NEW YORK | NY | 10010 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| EZRA LEMARPEH | |||||||
| 1554 39TH ST | BROOKLYN | NY | 11218 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | 361 Program | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | Finca Ventures | $750 |
| FINCA INTERNATIONAL INC | |||||||
| 1201 15TH ST NW | WASHINGTON | DC | 20005 | N/A | PC | Early Childhood Development Program for Refugee Children | $750 |
| FOUNDATION FIGHTING BLINDNESS INC | |||||||
| 6925 OAKLAND MILLS RD 701 | COLUMBIA | MD | 21045 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| FRESH AIR FUND | |||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| FRIENDS OF ISRAEL DISABLED VETERANS INC BEIT HALO | |||||||
| 1133 BROADWAY STE 318 | NEW YORK | NY | 10010 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| GIRLSTOWN BEIT CHANA SAFED ISRAEL | |||||||
| 383 KINGSTON AVE STE 361 | BROOKLYN | NY | 11213 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| GLOBAL FUND FOR WOMEN INC | |||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERIC | |||||||
| 40 WALL ST | NEW YORK | NY | 10005 | N/A | PC | HMO Program | $1,500 |
| HEIFER PROJECT INTERNATIONAL | |||||||
| PO BOX 8058 | LITTLE ROCK | AR | 72203 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| HIAS INC | |||||||
| PO BOX 97077 | WASHINGTON | DC | 20090 | N/A | PC | 50% Programs and Services/50% General Support | $2,000 |
| HONEST REPORTING COM INC | |||||||
| PO BOX 23858 | NEW YORK | NY | 10087 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| INTERFAITH FOOD PANTRY INC | |||||||
| 2 EXECUTIVE DR | MORRIS PLAINS | NJ | 07950 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| ISRAEL CANCER RESEARCH FUND INC | |||||||
| 52 VANDERBILT AVE RM 1410 | NEW YORK | NY | 10017 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| JBI INTERNATIONAL INC | |||||||
| 110 EAST 30TH ST | NEW YORK | NY | 10016 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | 50% Programs and Services/50% General Support | $500 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | Water Fund | $500 |
| JEWISH NATIONAL FUND-KEREN KAYEMETH LEISRAEL INC | |||||||
| 42 EAST 69TH ST | NEW YORK | NY | 10021 | N/A | PC | Research & Development | $500 |
| KEREN HAYELED HATZALAH | |||||||
| PO BOX 180115 | BROOKLYN | NY | 11218 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| KEREN-OR INC | |||||||
| 330 W 38TH ST 10TH FL | NEW YORK | NY | 10018 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| LIGHTHOUSE GUILD INTERNATIONAL INC | |||||||
| 250 W 64TH ST | NEW YORK | NY | 10023 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | |||||||
| PO BOX 6095 | ALBERT LEA | MN | 56007 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| MERCY SHIPS | |||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSONS RESEARCH | |||||||
| GRAND CENTRAL STA PO BOX 4777 | NEW YORK | NY | 10163 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| NATIONAL ASSOCIATION OF FREE AND CHARITABLE CLINIC | |||||||
| 1800 DIAGONAL RD STE 600 | ALEXANDRIA | VA | 22314 | N/A | PC | 50% Programs and Services/50% General Support | $2,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW STE 700 | WASHINGTON | DC | 20005 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| NATIONAL TRUST FOR HISTORIC PRESERVATION IN THE UN | |||||||
| 600 14TH ST NW STE 500 | WASHINGTON | DC | 20005 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $750 |
| NATIONAL WORLD WAR II MUSEUM INC | |||||||
| 945 MAGAZINE ST | NEW ORLEANS | LA | 70130 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $750 |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 W ST | AMHERST | MA | 01002 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $750 |
| NATURAL RESOURCES DEFENSE COUNCIL INC | |||||||
| 40 WEST 20TH ST 11TH FLOOR | NEW YORK | NY | 10011 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| NEW ISRAEL FUND | |||||||
| 6 EAST 39TH ST SUITE 301 | NEW YORK | NY | 10016 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| ONE FAMILY FUND | |||||||
| 1029 TEANECK RD STE 3B | TEANECK | NJ | 07666 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| RAZOM INC | |||||||
| 140 2ND AVE STE 305 | NEW YORK | NY | 10003 | N/A | PC | 50% Programs and Services/50% General Support | $1,250 |
| SCHOLARSHIP AMERICA INC | |||||||
| PO BOX 772858 | DETROIT | MI | 48277 | N/A | PC | Dream Award Scholarships Fund | $750 |
| SMITHSONIAN INSTITUTION | |||||||
| PO BOX 37012 | WASHINGTON | DC | 20013 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $1,000 |
| SOS CHILDRENS VILLAGE USA INC | |||||||
| 1620 I ST NW STE 220 | WASHINGTON | DC | 20006 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| SOUTHERN POVERTY LAW CENTER INC | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| STATUE OF LIBERTY ELLIS ISLAND FOUNDATION INC | |||||||
| 17 BATTERY PL STE 324 | NEW YORK | NY | 10004 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| TECHNOSERVE INC | |||||||
| 1777 N KENT ST SUITE 1100 | ALRINGTON | VA | 22209 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| THE MALALA FUND | |||||||
| PO BOX 73767 | WASHINGTON | DC | 20056 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| THE METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVE | NEW YORK | NY | 10028 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $750 |
| THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| ONE W 4TH ST STE 517A | NEW YORK | NY | 10012 | N/A | PC | 50% Programs and Services/50% General Support | $720 |
| THE YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | N/A | PC | 50% Programs and Services/50% General Support | $1,000 |
| UKRAINE HOUSE DC FOUNDATION INC | |||||||
| 2134 KALORAMA RD NW | WASHINGTON | DC | 20008 | N/A | PC | Medical Aide Fund | $1,250 |
| UNITED NEGRO COLLEGE FUND INC | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | N/A | PC | Scholarship Fund | $1,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| UNITED STATES FUND FOR UNICEF | |||||||
| 125 MAIDEN LN 10TH FLR | NEW YORK | NY | 10038 | N/A | PC | "Be K.I.N.D. To a Girl in Malawi: Provide a Scholarship" Fund | $750 |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | 50% Membership, Programs & Services/50% General Support | $1,000 |
| WOMEN FOR WOMEN INTERNATIONAL | |||||||
| 2000 M ST NW SUITE 750A | WASHINGTON | DC | 20036 | N/A | PC | 50% Programs and Services/50% General Support | $750 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | |||||||
| 501 MADISON AVE | NEW YORK | NY | 10022 | N/A | PC | 50% Programs and Services/50% General Support | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,220 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,839 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,617 | 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 | $89,752 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $147,208 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,208 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC - 5.250% - 03/02/202 | $15,005 | $15,008 |
| AMPHENOL CORP - 4.750% - 03/30 | $19,903 | $20,012 |
| COMCAST CORP NEW NOTE - 5.350% | $20,313 | $20,387 |
| INTEL CORP - 4.875% - 02/10/20 | $20,020 | $20,005 |
| THERMO FISHER SCIENTIFIC INC N | $20,061 | $20,191 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $28,214 | $32,236 |
| AIR PRODS & CHEM INC | $29,970 | $32,484 |
| AUTOMATIC DATA PROCESSING INC | $17,966 | $24,882 |
| BRIGHTHOUSE FINL INC CUML PFD | $24,922 | $23,500 |
| CAMPBELL SOUP CO | $28,423 | $28,185 |
| CISCO SYSTEMS INC | $27,838 | $39,309 |
| CME GROUP, INC | $23,140 | $28,797 |
| COMCAST CORP | $32,989 | $27,847 |
| CORNING INC | $23,074 | $33,739 |
| DELL TECHNOLOGIES INC CLASS C | $12,963 | $32,382 |
| FIRST TR GLOBAL WIND ENERGY | $31,984 | $23,680 |
| GARMIN LTD | $13,667 | $33,827 |
| GE HEALTHCARE TECHNOLOGIES INC | $3,917 | $3,205 |
| GE VERNOVA | $2,806 | $10,197 |
| GE AEROSPACE | $11,030 | $20,849 |
| HARTFORD FINANCIALSERVICES GRO | $12,450 | $29,647 |
| HOME DEPOT INC | $18,491 | $31,897 |
| JOHNSON & JOHNSON | $12,397 | $13,884 |
| KIMBERLY CLARK CORP | $27,504 | $26,470 |
| M&T BANK CORP | $21,599 | $33,090 |
| MERCK & CO INC | $22,998 | $28,750 |
| NOVARTIS AG ADR | $28,186 | $26,760 |
| OMNICOM GROUP | $27,513 | $27,533 |
| PFIZER INC | $35,720 | $29,236 |
| PPG INDUSTRIES INC | $21,992 | $20,426 |
| RTX CORPORATION | $13,603 | $24,417 |
| REGIONS FINANCIAL CORP | $25,002 | $31,846 |
| SPDR GOLD SHARES | $27,144 | $36,320 |
| STANLEY BLACK & DECKER INC | $31,062 | $27,459 |
| TARGET CORPORATION | $32,859 | $33,660 |
| TEXAS INSTRUMENTS INC | $30,669 | $32,252 |
| THE HERSHEY COMPANY | $33,165 | $29,636 |
| TJX COMPANIES INC | $17,844 | $39,263 |
| UNITED PARCEL SERVICE | $15,519 | $15,258 |
| WATSCO INC | $14,789 | $27,486 |
| WEBSTER FINL CORP PFD STK SER | $25,459 | $22,644 |
| WELLS FARGO & CO | $17,042 | $39,405 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $381,037 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $381,704 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $77,469 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $75,458 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $12,792 | $12,792 |
| Postage/Delivery Service | $232 | $232 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $8,354 | Amt |
| Net Investment Income | $8,354 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $800 | |
| Foreign Tax Paid | $26 | $26 |