GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGES LURCY TR UW UA FBO LURCY CHARITABLE AND EDUCATIONAL TR (EIN 13-6372044)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-11
- IRS object ID
- 202600709349100120
- Schema version
- 2024v5.5
- 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 Other Schedule2
- Legal Fees 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 | 2026-03-11T15:38:23-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 946214841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARMANINO ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD 516 | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136372044 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE & EDUCATIONAL TRUST UA 7TH | BusinessNameLine1Txt |
| Business Name Line2 | OF W/O GEORGES LURCY DECEASED | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LURC | BusinessNameControlTxt |
| Phone | 2126603000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | DAN BERNSTEIN 1633 BROADWAY 32 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL L BERNSTEIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126603000 | PhoneNum |
| Signature | 2026-03-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MINDY KAMEN | PreparerPersonNm |
| PTIN | P01384460 | PTIN |
| Phone | 5165426300 | PhoneNum |
| Preparation | 2026-03-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $39,612,568 | 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 | $181,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $181,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $430,984 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $430,984 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,184,175 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,081,680 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,184,175 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,808,175 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,808,175 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $69,578 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $69,578 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $23,050 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $390,347 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $390,347 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $73,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,988 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,388 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,725 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $625,347 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,713 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $497,975 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,958,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,958,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,583,747 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,713 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,456,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,224,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,786,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $102,275 | CashBOYAmt |
| Cash EOY | $1,250,525 | CashEOYAmt |
| Cash EOYFMV | $1,250,525 | CashEOYFMVAmt |
| Acct Rcvbl | $219,095 | AcctRcvblAmt |
| Acct Rcvbl EOY | $219,095 | AcctRcvblEOYAmt |
| Other Investments BOY | $16,277,491 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $22,359,497 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $38,362,043 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,379,766 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,829,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,612,568 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $16,379,766 | CapitalStockBOYAmt |
| Capital Stock EOY | $23,829,117 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,379,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,829,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,379,766 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,829,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,379,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,224,428 | ExcessRevenueOverExpensesAmt |
| Other Increases | $224,923 | OtherIncreasesAmt |
| Subtotal | $23,829,117 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,829,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CHARLES SWHAB #6295 | 2011-11-11 | 2024-12-31 | $539,557 | $527,990 | $11,567 | $11,567 |
| CHARLES SWHAB #6295 | 2011-11-11 | 2024-12-31 | $2,959,575 | $1,054,815 | $1,904,760 | $1,904,760 |
| NEUBERGER BERMAN #10400 | 2011-11-11 | 2025-06-30 | $6,431,699 | $6,650,087 | -$218,388 | -$218,388 |
| NEUBERGER BERMAN #10400 | 2011-11-11 | 2025-06-30 | $11,972,498 | $5,368,438 | $6,604,060 | $6,604,060 |
| NEUBERGER BERMAN #10400 | 2011-11-11 | 2025-06-30 | $2,178,351 | $296,175 | $1,882,176 | $1,882,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,184,175 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $149,932 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $149,932 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $149,932 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $107,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $147,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $172 | EsPenaltyAmt |
| Tax Due | $2,504 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | ARMANINO | IndividualWithBooksNm |
| Phone | 5165426300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 QUENTIN ROOSEVELT BLVD | AddressLine1Txt |
| City | GARDEN CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11530 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DANIEL L BERNSTEIN | ||||||||
| 260 MADISON AVE 17TH FL | NEW YORK | NY | 10016 | TRUSTEE | 2.00 | $34,700 | $0 | $0 |
| GEORGES LURCY BERNSTEIN | ||||||||
| TULANE UNIVERSITY DEPT OF HISTORY | NEW ORLEANS | LA | 70118 | TRUSTEE | 2.00 | $34,700 | $0 | $89 |
| ALAN S BERNSTEIN | ||||||||
| 7307 LOS PINOS BOULEVARD | CORAL GABIES | FL | 33143 | TRUSTEE | 2.00 | $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 | $38,786,916 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $891,737 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,678,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,678,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $595,180 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,083,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,954,174 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,954,174 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $149,932 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $149,932 | TotalTaxAmt |
| Distributable Before Adj | $1,804,242 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,804,242 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,804,242 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,456,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,456,375 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,804,242 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $7,110,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $1,473,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $278,967 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $763,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,626,166 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,456,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,804,242 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,652,133 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,278,299 | 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 | $7,110,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,167,860 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $1,473,217 | ExcessFromYear3Amt |
| Excess From Year2 | $278,967 | ExcessFromYear2Amt |
| Excess From Year1 | $763,543 | ExcessFromYear1Amt |
| Excess From Current Year | $1,652,133 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADRIENNE ARSHT CENTER PERFORMING ARTS | ||||||||
| 1300 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | CHARITABLE GRANT | $15,000 | |
| AMHERST COLLEGE | ||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | NONE | 501(C)(3) | CHARITABLE GRANT | $50,000 | |
| BAPTIST HEALTH S FLORIDA FOUNDATION | ||||||||
| 841 PRUDENTIAL DRIVE 1300 | JACKSONVILLE | FL | 32207 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| CANCER SUPPPORT TEAM PURCHASE NY | ||||||||
| 2900 WESTCHESTER AVE 103 | PURCHASE | NY | 10577 | NONE | 501(C)(3) | CHARITABLE GRANT | $6,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET 3RD FLOOR | NEW YORK | NY | 10025 | NONE | 501(C)(3) | CHARITABLE GRANT | $80,000 | |
| COMMUNITY OF HOPE | ||||||||
| 4 ATLANTIC STREET SW | WASHINGTON | DC | 20032 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| EASTCHESTER VOLUNTEER AMBULANCE | ||||||||
| 257 MAIN STREET | EASTCHESTER | NY | 10709 | NONE | 501(C)(3) | CHARITABLE GRANT | $2,000 | |
| FAIRCHILD TROPICAL BOTANIC GARDEN | ||||||||
| 10901 OLD CUTLER ROAD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,800 | |
| FOUNDATION FOR SCIENCE & MATHEMATICS EDUCATION | ||||||||
| 2011 BIENVILLE STREET | NEW ORLEANS | LA | 70112 | NONE | 501(C)(3) | CHARITABLE GRANT | $40,000 | |
| FRIENDS OF THE WASHINGTON CANOE CLUB | ||||||||
| PO BOX 25449 | WASHINGTON | DC | 20027 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| GABLES STAGE | ||||||||
| 1200 ANASTASIA AVE 230 | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) | CHARITABLE GRANT | $40,000 | |
| GRAMATAN VILLAGE BRONXVILLE NY | ||||||||
| 85 PONDFIELD ROAD | BRONXVILLE | NY | 10708 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | CHARITABLE GRANT | $35,000 | |
| HARVARD LAW SCHOOL (ANNUAL FUND) | ||||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | CHARITABLE GRANT | $95,000 | |
| HARVARD LAW SCHOOL KMB JUSTICE FUND | ||||||||
| 1563 MASSACHUSETTS AVENUE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | CHARITABLE GRANT | $25,000 | |
| JOHN MARK CAMP | ||||||||
| 4925 GREENVILLE AVE SUITE 400 | DALLAS | TX | 75206 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| MEND NJ MAPLEWOOD NJ | ||||||||
| 50 S CENTER STREET | ORANGE | NJ | 07040 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| METROPOLITAN MUSEUM OF ART | ||||||||
| 1000 5TH AVE | NEW YORK | NY | 10028 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| MIAMI CITY BALLET | ||||||||
| 2200 LIBERTY AVE | MIAMI | FL | 33139 | NONE | 501(C)(3) | CHARITABLE GRANT | $15,000 | |
| MIAMI MUSIC PROJECT | ||||||||
| 2000 S DIXIE HIGHWAY SUITE 100B | MIAMI | FL | 33133 | NONE | 501(C)(3) | CHARITABLE GRANT | $40,000 | |
| MOSCOW NIGHTS | ||||||||
| 1521 VEGAS DRIVE | METAIRIE | LA | 70113 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| MUSEUM OF THE SOUTHERN JEWISH EXPERIENCE | ||||||||
| 818 HOWARD AVE | NEW ORLEANS | LA | 70113 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| NEW ORLEANS JCC | ||||||||
| 5342 ST CHARLES AVE | NEW ORLEANS | LA | 70115 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| NEW WORLD SYMPHONY | ||||||||
| 500 17TH ST | MIAMI | FL | 33139 | NONE | 501(C)(3) | CHARITABLE GRANT | $25,000 | |
| NEW YORK STUDIO SCHOOL | ||||||||
| 8 W 8TH ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) | CHARITABLE GRANT | $15,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 50 WEST 4TH ST | NEW YORK | NY | 10012 | NONE | 501(C)(3) | CHARITABLE GRANT | $90,000 | |
| NYP -WESTCHESTER HOSPITAL | ||||||||
| 21 BLOOMINGDALE ROAD | WHITE PLAINS | NY | 10605 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| OCHSNER HEALTH | ||||||||
| 1315 JEFFERSON HWY | NEW ORLEANS | LA | 70121 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| PLANNED PARENTHOOD GULF COAST | ||||||||
| 4636 S CLAIBORNE AVE | NEW ORLEANS | LA | 70125 | NONE | 501(C)(3) | CHARITABLE GRANT | $15,000 | |
| RANSOM EVERGLADES SCHOOL | ||||||||
| 3575 MAIN HIGHWAY | COCONUT GROVE | FL | 33133 | NONE | 501(C)(3) | CHARITABLE GRANT | $20,000 | |
| SHINE A LIGHT | ||||||||
| 15 KINGSTON RD | NEWTON HIGHLANDS | MA | 02461 | NONE | 501(C)(3) | CHARITABLE GRANT | $2,500 | |
| SIDWELL FRIENDS SCHOOL | ||||||||
| 3825 WISCONSIN AVE | WASHINGTON | DC | 20016 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,561,000 | |
| ST MARK'S SCHOOL OF TEXAS | ||||||||
| 10600 PRESTON RD | DALLAS | TX | 75230 | NONE | 501(C)(3) | CHARITABLE GRANT | $2,500 | |
| TEMPLE BETH AM | ||||||||
| 5950 NORTH KENDALL DR | PINE CREST | FL | 33156 | NONE | 501(C)(3) | CHARITABLE GRANT | $22,800 | |
| THE JULLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | 501(C)(3) | CHARITABLE GRANT | $20,000 | |
| THE UNIVERSITY OF CHICAGO | ||||||||
| 5801 S ELLIS AVE | CHICAGO | IL | 60637 | NONE | 501(C)(3) | CHARITABLE GRANT | $80,000 | |
| TULANE UNIVERSITY | ||||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | NONE | 501(C)(3) | CHARITABLE GRANT | $72,500 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | CHARITABLE GRANT | $3,000 | |
| UNIVERSITY OF CALIFORNIA | ||||||||
| 1111 FRANKLIN ST 8TH FLOOR | OAKLAND | CA | 94607 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| UNIVERSITY OF MIAMI MEDICAL SCHOOL | ||||||||
| 1600 NW 10TH AVE 1140 | MIAMI | FL | 33136 | NONE | 501(C)(3) | CHARITABLE GRANT | $15,000 | |
| WWNO | ||||||||
| 2000 LAKESHORE DR | NEW ORLEANS | LA | 70148 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| WYES-TV | ||||||||
| 916 NAVARRE AVE | NEW ORELANS | LA | 70124 | NONE | 501(C)(3) | CHARITABLE GRANT | $20,000 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| YAYA ART CENTER | ||||||||
| 3322 LASALLE ST | NEW ORLEANS | LA | 70115 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| YALE UNIVERSITY | ||||||||
| OFFICE OF DEVELOPMENT CONTRIBUTION | NEW HAVEN | CT | 06521 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | PROCESSING PO BOX 2038 |
| YESHIVA UNIVERSITY | ||||||||
| 500 W 185TH S | NEW YORK | NY | 100333201 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| DUKE UNIVERSITY | ||||||||
| 2200 W MAIN ST STE 300 | DURHAM | NC | 277054677 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| PRINCETON UNIVERSITY | ||||||||
| 701 CARNEGIE CENTER SUITE 445 | PRINCETON | NJ | 085406242 | NONE | 501(C)(3) | CHARITABLE GRANT | $60,000 | |
| CORAL GABLES MUSEUM | ||||||||
| 285 ARAGON AVE | CORAL GABLES | FL | 331345008 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| NORTHSIDE CENTER | ||||||||
| UNKNOWN | UNKOWN | NY | 11111 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| CENTER FOR ADVANCEMENT JEWISH EDUCATION | ||||||||
| STANLEY C MYERS BUILDING 4200 | MIAMI | FL | 331373279 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,200 | BISCAYNE BOULEVARD |
| LOYOLA MARYMOUNT UNIVERSITY | ||||||||
| 1 LMU DR STE 1880 | LOS ANGELES | CA | 900452678 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| STANFORD UNIVERSITY | ||||||||
| 450 JANE STANFORD WAY | STANFORD | CA | 943052004 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| MIRY'S LIST | ||||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 913021338 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| SBP USA | ||||||||
| 2645 TOULOUSE ST | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | CHARITABLE GRANT | $7,500 | |
| CLEVELAND CLINIC FOUNDATION | ||||||||
| 6801 BRECKSVILLE RD RK1-85 | INDEPENDENCE | OH | 441315032 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| FRIENDS OF CHAMBER MUSIC | ||||||||
| 222 SW COLUMBIA ST | PORTLAND | OR | 972016600 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| BRONXVILLE BEAUTIFICATION COUNCIL | ||||||||
| PO BOX 127 | BRONXVILLE | NY | 107080127 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| WNET | ||||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| FRIENDS OF THE BRONXVILLE PUBLIC LIBRARY | ||||||||
| 201 PONDFIELD RD | BRONXVILLE | NY | 107084828 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| JANSEN HOSPICE & PALLIATIVE CARE | ||||||||
| 1129 WESTCHESTER AVE | WHITE PLAINS | NY | 10604 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| JEWISH COMMNITY SERVICES | ||||||||
| 845 N BROADWAY | WHITE PLAINS | NY | 10603 | NONE | 501(C)(3) | CHARITABLE GRANT | $5,000 | |
| HEALTHY GULF | ||||||||
| 935 GRAVIER STREET SUITE 700 | NEW ORLEANS | LA | 70112 | NONE | 501(C)(3) | CHARITABLE GRANT | $7,500 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 3003 S STATE ST SUITE 8000 | ANN ARBOR | MI | 481091288 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | |
| LOUISIANA PHILHARMONIC ORCHESTRA | ||||||||
| 2533 COLUMBUS STREET SUITE 202 | NEW ORLEANS | LA | 70119 | NONE | 501(C)(3) | CHARITABLE GRANT | $10,000 | |
| CHILDRENS VILLIAGE | ||||||||
| OFF WALGROVE AVENUE | DOBBS FERRY | NY | 10522 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| HARVARD BUSINESS SCHOOL CLUB FLORIDA | ||||||||
| 1585 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02138 | NONE | 501(C)(3) | CHARITABLE GRANT | $7,500 | |
| FRIENDS OF ISREAL DEFENCE FOURSES | ||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | CHARITABLE GRANT | $3,600 | |
| UC REGENTS | ||||||||
| OFFICE OF THE SECRETARY AND CHIEF | OAKLAND | CA | 94607 | NONE | 501(C)(3) | CHARITABLE GRANT | $30,000 | OF STAFF TO THE REGENTS |
| EMILY DICKINSON MUSEAM | ||||||||
| 280 MAIN STREET | AMHERST | MA | 01002 | NONE | 501(C)(3) | CHARITABLE GRANT | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,958,400 | 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 |
| Related Or Exempt Function Incm | $181,016 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Related Or Exempt Function Incm | $430,984 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $12,000 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $10,184,175 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $10,808,175 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,808,175 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDED FUNDS FOR SUCH PURPOSES PURSUANT TO GRANT PROCEDURES |
| 4 | PROVIDED FUNDS FOR SUCH PURPOSES PURSUANT TO GRANT PROCEDURES |
| 8 | PROVIDED FUNDS FOR SUCH PURPOSES PURSUANT TO GRANT PROCEDURES |
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 FEES | CategoryTxt |
| Amt | $23,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,050 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STOCKS, MUTUAL FUNDS, ETFS, & BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $22,359,497 | BookValueAmt |
| EOYFMV | $38,362,043 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,000 | LegalFeesAmt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $15,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $1,175 | $975 | $0 |
| FILING FEES | $750 | $750 | $0 |
| FOREIGN EXCHANGE FEE | $36,463 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $12,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,000 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $224,923 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADV FEES | CategoryTxt |
| Amt | $390,347 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $390,347 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX WITHELD | $4,988 | $4,988 | $0 |
| FEDERAL TAXES | $68,996 | $0 | $0 |