THE LINDA AND MIKE MUSSALLEM FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE LINDA AND MIKE MUSSALLEM FOUNDATION (EIN 81-4585573)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202543219349102919
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T10:28:31-06:00 | 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 | 814585573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Linda and Mike Mussallem Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | LIND | 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 | MICHAEL MUSSALLEM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2025-11-15 | 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 | $98,792,716 | 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 | $3,805,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $440,972 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $440,972 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,754,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,754,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,477,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $46,049,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,685,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,478,220 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,881,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $9,887 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,887 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $750,348 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $431,462 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $318,886 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $123,020 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $908 | TaxesNetInvstIncmAmt |
| Occupancy Rev And Expnss | $108,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $108,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $18,187 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $18,187 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,009,442 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $432,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $454,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,209,442 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $432,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,654,960 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,731,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,448,689 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $878,177 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $956,583 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $956,583 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $9,299 | AcctRcvblAmt |
| Acct Rcvbl BOY | $3,282 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $9,299 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $9,299 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $13,983,913 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13,128,606 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $12,762,599 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $62,503,661 | CorporateStockBOYAmt |
| Corporate Stock EOY | $54,838,088 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $70,269,262 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $9,267,476 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,870,609 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,704,599 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,899,745 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,001,847 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,090,374 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $91,536,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $81,805,032 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $98,792,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $91,536,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $81,805,032 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $91,536,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $81,805,032 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $91,536,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $81,805,032 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $91,536,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,731,222 | ExcessRevenueOverExpensesAmt |
| Subtotal | $81,805,032 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $81,805,032 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $43,669,680 | $35,925,969 | $7,743,711 | $7,743,711 | |||
| ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE LP | $530,000 | $344,432 | $185,568 | $185,568 | P | 2024-01-02 | 2024-02-29 |
| ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE LP | $650,000 | $396,954 | $253,046 | $253,046 | P | 2024-01-02 | 2024-05-31 |
| ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE LP | $150,000 | $93,000 | $57,000 | $57,000 | P | 2024-01-02 | 2024-06-28 |
| ARTISAN: DYNAMIC EQUITY(NON-US EQUITY) OFFSHORE LP | $1,050,000 | $603,512 | $446,488 | $446,488 | P | 2024-01-02 | 2024-09-30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,685,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $145,237 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $145,237 | SubtotalAmt |
| Tax Based On Investment Income | $145,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $111,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $148,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $745 | EsPenaltyAmt |
| Overpayment | $2,318 | OverpaymentAmt |
| Applied To ES Tax | $2,318 | 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 | DE | 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 |
|---|---|---|---|---|---|---|---|---|
| Linda Mussallem | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Michael Mussallem | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GOLDMAN SACHS & CO LLC | |||||
| 10100 SANTA MONICA BLVD SUITE 2600 | LOS ANGELES | CA | 90067 | Investment Mgmt | $431,462 |
| Go Boldly | |||||
| 4011 S 176TH CIRCLE | OMAHA | NE | 68130 | Philanthropic | $99,750 |
| LifeSciences Consultants (LSC) | |||||
| 52 MAPLE AVE | MORRISTOWN | NJ | 07960 | Philanthropic | $82,124 |
| FGS Global (US) LLC | |||||
| 1900 AVENUE OF THE STARS STE 550 | LOS ANGELES | CA | 90067 | Philanthropic | $81,362 |
| 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 | $89,954,143 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,241,203 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,697,175 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $104,892,521 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $104,892,521 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,573,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $103,319,133 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,165,957 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,165,957 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $145,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $145,237 | TotalTaxAmt |
| Distributable Before Adj | $5,020,720 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,020,720 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,020,720 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,654,960 | 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 | $21,654,960 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,020,720 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,765,698 | UndistributedIncomePYAmt |
| Qualifying Distributions | $21,654,960 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,765,698 | AppliedToYear1Amt |
| Applied To Current Year | $5,020,720 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,868,542 | RemainingDistriFromCorpusAmt |
| Total Corpus | $11,868,542 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,868,542 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $11,868,542 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Linda Mussallem | ContributingManagerNm |
| Contributing Manager | Michael Mussallem | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS GENERAL HOSPITAL | |||||||
| 125 NASHUA ST STE 540 | BOSTON | MA | 02114 | N/A | PC | Mussallem Transformative Scholars in ALS Research Award Fund and Translations of Human Neuron Screen Hits from the Lab | $1,200,000 |
| STANFORD UNIVERSITY | |||||||
| PO BOX 20466 | STANFORD | CA | 94309 | N/A | PC | Center for Biodesign | $20,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,200,000 | 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 | $440,972 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,754,274 | 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 | $6,477,564 | 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 | $8,672,810 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,672,810 | 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 |
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 | The Mussallem Living Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17885 VON KARMEN AVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92614 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,805,410 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (81 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | CAPITAL ONE FINANCIAL CORP COF, 443 sh. | $65,072 | 2024-07-16 |
| 1 | JP MORGAN CHASE JPM, 130 sh. | $27,418 | 2024-07-16 |
| 1 | BANK NEW YORK MELLON CORP COM BK, 203 sh. | $13,265 | 2024-07-16 |
| 1 | QUALCOMM INC QCOM, 1 sh. | $209 | 2024-07-16 |
| 1 | APPLIED MATERIALS INC AMAT, 660 sh. | $161,522 | 2024-07-16 |
| 1 | AMAZON COM AMZN, 600 sh. | $116,658 | 2024-07-16 |
| 1 | AMAZON COM AMZN, 3576 sh. | $695,282 | 2024-07-16 |
| 1 | TEVA PHARMACEUTICAL INDUSTRIES SP ADR TEVA, 960 sh. | $16,303 | 2024-07-16 |
| 1 | QUANTA SVCS INC PWR, 60 sh. | $15,456 | 2024-07-16 |
| 1 | TOKIO MARINE HOLDINGS INC TKOMY, 1395 sh. | $54,377 | 2024-07-16 |
| 1 | ASML HOLDING NV NY REG SHS ASML, 69 sh. | $73,754 | 2024-07-16 |
| 1 | EATON CORP PLC ETN, 75 sh. | $24,895 | 2024-07-16 |
| 1 | MICRON TECHNOLOGY MU, 525 sh. | $67,780 | 2024-07-16 |
| 1 | ELI LILLY & CO LLY, 200 sh. | $189,477 | 2024-07-16 |
| 1 | WOLTERS KLUWER S/ADR WTKWY, 24 sh. | $4,018 | 2024-07-16 |
| 1 | NEWS CORP LTD CL A NWSA, 110 sh. | $3,100 | 2024-07-16 |
| 1 | DEUTSCHE BANK AG DB, 941 sh. | $15,503 | 2024-07-16 |
| 1 | CANADIAN NATURAL RESOURCES LTD CNQ, 4324 sh. | $156,032 | 2024-07-16 |
| 1 | ISHARES TRUST RUSSELL 1000 GROWTH INDEX IWF, 355 sh. | $134,032 | 2024-07-16 |
| 1 | NOVO NORDISK A S NVO, 1452 sh. | $205,342 | 2024-07-16 |
| 1 | DICK'S SPORTING GDS DKS, 20 sh. | $4,422 | 2024-07-16 |
| 1 | TDK CORP TTDKY, 156 sh. | $11,056 | 2024-07-16 |
| 1 | ADVANCED MICRO DEVICES INC AMD, 490 sh. | $86,799 | 2024-07-16 |
| 1 | UNITED RENTALS INC URI, 50 sh. | $36,262 | 2024-07-16 |
| 1 | DAIWA SECURITIES GROUP DSEEY, 5116 sh. | $41,798 | 2024-07-16 |
| 1 | ENTEGRIS INC ENTG, 40 sh. | $5,819 | 2024-07-16 |
| 1 | NETFLIX INC NFLX, 35 sh. | $22,974 | 2024-07-16 |
| 1 | INTUITIVE SURGICAL ISRG, 301 sh. | $131,735 | 2024-07-16 |
| 1 | ABB LTD ABBNY, 813 sh. | $46,865 | 2024-07-16 |
| 1 | AERCAP HOLDING N.V AER, 736 sh. | $71,988 | 2024-07-16 |
| 1 | MONOLITHIC POWER SYSTEMS, INC MPWR, 60 sh. | $52,690 | 2024-07-16 |
| 1 | EXPERIAN GROUP LTD S/ADR EXPGY, 1634 sh. | $75,523 | 2024-07-16 |
| 1 | SUMITOMO CORP S/ADR SSUMY, 639 sh. | $44,428 | 2024-07-16 |
| 1 | UNITED COMMUNITY BANKS, INC UCB, 17 sh. | $490 | 2024-07-16 |
| 1 | INDUSTRIA DE DISENO IDEXY, 1236 sh. | $61,858 | 2024-07-16 |
| 1 | TOKYO ELECTRON LTD TOELY, 15 sh. | $1,723 | 2024-07-16 |
| 1 | DISCO CORP DISPF, 45 sh. | $17,708 | 2024-07-16 |
| 1 | ASM INTERNATIONAL NV ASMIY, 39 sh. | $31,101 | 2024-07-16 |
| 1 | ASM INTERNATIONAL NV ASMIY, 163 sh. | $129,986 | 2024-07-16 |
| 1 | SAFRAN SA - UNSPON ADR SAFRY, 91 sh. | $20,109 | 2024-07-16 |
| 1 | SWISS RE LTD ADR SSREY, 272 sh. | $33,275 | 2024-07-16 |
| 1 | META PLATFORMS INC META, 210 sh. | $103,923 | 2024-07-16 |
| 1 | META PLATFORMS INC META, 276 sh. | $136,584 | 2024-07-16 |
| 1 | PARTNERS GROUP PGPHF, 29 sh. | $39,767 | 2024-07-16 |
| 1 | WIX COM LTD WIX, 60 sh. | $10,035 | 2024-07-16 |
| 1 | ARISTA NETWORKS ANET, 45 sh. | $16,199 | 2024-07-16 |
| 1 | THE DESCARTES SYSTEMS GROUP DSGX, 73 sh. | $7,597 | 2024-07-16 |
| 1 | ALPHABET INC CL C GOOG, 267 sh. | $49,669 | 2024-07-16 |
| 1 | HEWLETT PACKARD ENTERPRISE CO HPE, 545 sh. | $11,652 | 2024-07-16 |
| 1 | FERRARI NV RACE, 37 sh. | $15,823 | 2024-07-16 |
| 1 | NEXT PLC NXGPY, 71 sh. | $8,352 | 2024-07-16 |
| 1 | SUZUKI MOTOR CORP UNSP ADR SZKMY, 2892 sh. | $34,571 | 2024-07-16 |
| 1 | REA GROUP UNSP ADR RPGRY, 50 sh. | $6,859 | 2024-07-16 |
| 1 | RENESAS ELECTRONICS CORP RNECY, 275 sh. | $5,649 | 2024-07-16 |
| 1 | ANFGF , 316 sh. | $8,721 | 2024-07-16 |
| 1 | THE TRADE DESK INC TTD, 205 sh. | $20,599 | 2024-07-16 |
| 1 | UNICREDIT SPA UNCRY, 199 sh. | $8,114 | 2024-07-16 |
| 1 | SPOTIFY TECHNOLOGY SA SPOT, 80 sh. | $23,989 | 2024-07-16 |
| 1 | FRESHPET INC FRPT, 655 sh. | $83,028 | 2024-07-16 |
| 1 | KKR & CO INC KKR, 125 sh. | $14,492 | 2024-07-16 |
| 1 | PRYSMIAN SPA MILANO PRYMY, 268 sh. | $18,327 | 2024-07-16 |
| 1 | PINTEREST INC PINS, 140 sh. | $5,739 | 2024-07-16 |
| 1 | UBER , 1211 sh. | $89,923 | 2024-07-16 |
| 1 | CROWDSTRIKE HOLDINGS, INC CRWD, 55 sh. | $20,565 | 2024-07-16 |
| 1 | HOWMET AEROSPACE ORD SHS HWM, 60 sh. | $4,828 | 2024-07-16 |
| 1 | DOORDASH ORD SHS CLASS A DASH, 180 sh. | $19,494 | 2024-07-16 |
| 1 | SOLVAY S A SLVYY, 20 sh. | $69 | 2024-07-16 |
| 1 | ACCELLERON INDS ADR ACLLY, 28 sh. | $1,211 | 2024-07-16 |
| 1 | COHERENT CORP COM COHR, 85 sh. | $6,793 | 2024-07-16 |
| 1 | GOODMAN GROUP STAPLED SECURITIES GMGSF, 92 sh. | $2,215 | 2024-07-16 |
| 1 | BANK OF KYOTO LTD 8369-T, 424 sh. | $7,753 | 2024-07-16 |
| 1 | SANDOZ GROUP AG SDZNY, 254 sh. | $9,747 | 2024-07-16 |
| 1 | GE VERNOVA GEV, 42 sh. | $7,603 | 2024-07-16 |
| 1 | MITSUBISHI HEAVY INDUSTRIES LTD MHVIY, 370 sh. | $4,525 | 2024-07-16 |
| 1 | FERROVIAL SE ORD FER, 64 sh. | $2,672 | 2024-07-16 |
| 1 | MEBUKI FINANCIAL GROUP 7167.T, 2236 sh. | $8,619 | 2024-07-16 |
| 1 | FASTIGHETS AB BALDER BALDF, 693 sh. | $5,372 | 2024-07-16 |
| 1 | AROUNDTOWN SA AANNF, 2318 sh. | $5,317 | 2024-07-16 |
| 1 | NEMETSCHEK SE NEMKY, 45 sh. | $4,453 | 2024-07-16 |
| 1 | WARTSILA ADR WRTBY, 261 sh. | $5,269 | 2024-07-16 |
| 1 | ALLEIMA AB ALLEI, 168 sh. | $1,188 | 2024-07-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Amt | $9,887 | Amt |
| Disbursements Charitable Prps | $9,887 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (61 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS INC - 3.250% - 0 | $140,003 | $134,815 |
| AMAZON COM INC - 3.150% - 08/2 | $35,975 | $32,826 |
| AMERICAN TOWER CORP NT - 2.700 | $147,174 | $152,067 |
| AMGEN INC NOTE - 2.000% - 01/1 | $220,681 | $231,595 |
| AT&T - 4.250% - 03/01/2027 | $145,506 | $123,860 |
| BANCO SANTANDER SA SER 38 NOTE | $228,420 | $195,078 |
| BANK MONTREAL MEDIUM - 5.510% | $116,612 | $115,786 |
| BANK OF AMERICA CORP - 2.015% | $125,000 | $124,584 |
| BANK OF AMERICA VAR 27 - 0.000 | $225,239 | $243,121 |
| BANK OF NOVA SCOTIA - 2.700% - | $124,675 | $121,298 |
| BAXTER INTL INC SER B NOTE - 2 | $190,453 | $205,192 |
| BNSF - 3.000% - 04/01/2025 | $50,496 | $49,800 |
| BOEING CO NOTE CALL MAKE WHOLE | $141,004 | $135,764 |
| BRISTOL-MYERS SQUIBBCO SER C - | $101,559 | $88,098 |
| CANADIAN IMP BK - 0.950% - 10/ | $164,936 | $160,329 |
| CAPITAL ONE FINL CORP NOTE - 3 | $162,241 | $172,897 |
| CITIGROUP BOND - 4.450% - 09/2 | $124,662 | $108,521 |
| CITIGROUP INC - 4.300% - 11/20 | $90,903 | $79,270 |
| CONSTELLATION BRANDS INC - 3.6 | $104,548 | $91,244 |
| CROWN CASTLE INTL CORP - 4.000 | $110,844 | $98,250 |
| CVS HEALTH CORP NT - 2.125% - | $115,675 | $118,546 |
| DEERE JOHN CAPITAL CORP SER G | $333,408 | $323,523 |
| DEUTSCHE BANK AG NY - 3.550% - | $182,584 | $181,394 |
| DOMINION ENERGY INC - 3.300% - | $144,769 | $144,459 |
| DUKE ENERGY CORP - 2.550% - 06 | $110,655 | $117,095 |
| EBAY INC - 2.600% - 05/10/2031 | $117,852 | $120,692 |
| ENERGY TRANSFER OPERATING LP N | $59,954 | $59,538 |
| ENTERPRISE PRODS OPER LLC NOTE | $93,929 | $96,778 |
| EQUITABLE HLDGS INC SER B NOTE | $98,430 | $84,262 |
| ERP OPER LTD - 1.850% - 08/01/ | $145,330 | $155,135 |
| FOX CORP SER B - 4.709% - 01/2 | $177,051 | $178,900 |
| GE CAP FUNDING LLC SER B - 4.0 | $226,166 | $194,710 |
| GENERAL MTRS CO NOTE - 5.400% | $124,722 | $127,830 |
| HONEYWELL INTL INC - 1.750% - | $222,995 | $233,660 |
| HSBC HOLDINGS PLC - 2.357% - 0 | $158,750 | $170,359 |
| JPMORGAN CHASE - 3.625% - 12/0 | $174,789 | $155,447 |
| KIMBERLY-CLARK CORP - 1.050% - | $241,000 | $220,152 |
| KINDER MORGAN INC - 4.300% - 0 | $108,438 | $93,222 |
| LOWES COS INC NOTE - 2.625% - | $133,668 | $140,801 |
| LOWES COS INC NOTE CALL - 2.50 | $115,600 | $121,805 |
| MORGAN STANLEY SER I - 2.188% | $152,522 | $159,563 |
| NEXTERA ENERGY CAP HLDGS INC B | $100,599 | $105,921 |
| NXP B V / NXP FDG LLC / NXP US | $136,985 | $147,574 |
| ONEOK INC - 4.750% - 10/15/203 | $110,129 | $109,333 |
| PEPSICO INC - 2.625% - 07/29/2 | $175,755 | $170,545 |
| QUALCOMM INCORPORATED - 1.650% | $164,014 | $170,082 |
| REALTY INCOME CORP - 3.400% - | $151,915 | $134,326 |
| REGIONS FINANCIAL CORP NEW NOT | $139,864 | $126,473 |
| REYNOLDS AMERICAN - 4.450% - 0 | $188,982 | $169,529 |
| ROPER TECHNOLOGIES INC - 1.400 | $124,825 | $114,480 |
| SANTANDER UK GROUP HOLDINGS NO | $181,609 | $211,321 |
| SOUTHERN CO - 3.250% - 07/01/2 | $151,057 | $137,155 |
| SRS CCD - 3.750% - 06/01/2026 | $191,510 | $172,290 |
| SUMITOMO MITSUI FIN GRP INC NO | $203,785 | $227,654 |
| SYNCHRONY FINANCIAL - 4.500% - | $84,429 | $74,701 |
| TOYOTA MOTOR CREDIT CORP - 3.4 | $74,819 | $74,745 |
| U S BANCORP - 3.000% - 07/30/2 | $136,019 | $133,802 |
| VERIZON COMMS - 4.329% - 09/21 | $93,460 | $80,460 |
| VERIZON COMMUNICATIONS INC - 1 | $190,635 | $197,815 |
| WELLS FARGO & CO SER U MTN - 3 | $196,921 | $197,393 |
| WELLS FARGO &CO SER Q MTN - 2. | $84,079 | $86,734 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET INC CL A | $238,512 | $329,193 |
| AMAZON COM | $234,053 | $424,300 |
| AMERICAN CAPITAL AGENCY CORP | $91,694 | $85,994 |
| BECTON DICKINSON & CO | $122,365 | $117,292 |
| BERKSHIRE HATHAWAY INC. CLASS | $64,560 | $64,819 |
| BLACKROCK ADVANTAGE SMALL CAP | $1,748,082 | $2,002,890 |
| COCA COLA BOTTLING CONS | $54,683 | $61,740 |
| COMFORT SYSTEMS USA INC | $137,652 | $189,131 |
| CORTEVA INC | $187,301 | $197,651 |
| DANAHER CORP | $185,482 | $171,474 |
| DOORDASH ORD SHS CLASS A | $140,754 | $203,313 |
| EATON CORP PLC | $180,913 | $181,865 |
| EXPAND ENERGY CORP | $159,489 | $161,769 |
| GOLDMAN SACHS TACTICAL TILT OV | $499,606 | $483,833 |
| INTERCONTINENTAL EXCHANGE, INC | $207,626 | $265,536 |
| INTUIT | $190,131 | $186,036 |
| ISHARES CURRENCY HEDGED MSCI E | $6,739,437 | $7,672,938 |
| ISHARES RUSSELL 2000 | $1,751,794 | $1,983,116 |
| ISHARES TRUST MSCI EAFE INDEX | $3,223,959 | $3,096,003 |
| JP MORGAN CHASE | $183,499 | $235,875 |
| KOSMOS ENERGY LTD | $116,719 | $76,003 |
| META PLATFORMS INC | $219,824 | $219,566 |
| MICROSOFT CORP | $293,848 | $430,773 |
| MONOLITHIC POWER SYSTEMS, INC | $232,261 | $243,189 |
| NVIDIA CORP | $99,763 | $456,586 |
| O'REILLY AUTOMOTIVE INC | $166,785 | $207,515 |
| ON SEMICONDUCTOR | $146,257 | $122,569 |
| SAIA, INC | $204,306 | $224,219 |
| SERVICE NOW | $188,554 | $258,669 |
| SHERWIN-WILLIAMS CO | $89,846 | $114,556 |
| SPDR BLOOMBERG BARCLAYS HYB ET | $3,068,152 | $2,937,516 |
| SPDR S&P 500 ETF TRUST | $30,711,419 | $44,043,911 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $316,706 | $316,379 |
| TOPBUILD CORP | $150,384 | $114,573 |
| VANGUARD FTSE EMERGING MARKETS | $1,972,260 | $1,869,718 |
| WALT DISNEY HOLDINGS CO | $259,643 | $282,829 |
| ZOETIS INC | $259,769 | $235,923 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,128,606 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,762,599 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ARTISAN: DYNAMIC EQUITY(NON-US | CategoryOrItemTxt |
| Book Value | $4,001,847 | BookValueAmt |
| EOYFMV | $6,090,374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $18,162 | $18,162 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Employee Recruiting/Temp Agenc | $1,650 | $1,650 | |
| Investment Management Services | $431,462 | $431,462 | |
| Philanthropic Consulting Srvcs | $317,236 | $317,236 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2024 | $111,800 | |
| 990-PF Excise Tax for 2023 | $10,312 | |
| Foreign Tax Paid | $908 | $908 |