2024-11-11T09:13:18-06:00 2023-12-31 SULTANIK & KRUMHOLZ LLC 241 CEDAR LANE TEANECK NJ 076663440 990PF 2023-01-01 134147868 THE WALLACE AND BAUM FAMILY FOUNDATION INC % HOLLY B WALLACE WALL 2124157443 40 WEST 77TH STREET NEW YORK NY 10024 HOLLY WALLACE PRESIDENT 2124157551 2024-11-06 true true MARTIN A KRUMHOLZ CPA P00953371 2016921255 2024-11-06 2023 2024-10-15 13:58:12Z X 2487888 X 114183 3455 3455 0 32429 32429 0 16526 30085 16526 166593 52410 0 0 4090 0 0 0 3204 0 0 0 315 7609 0 0 0 170000 170000 177609 0 0 170000 -11016 52410 0 177560 40449 40449 430 10000 1467525 1474125 2447305 0 134 134 1645515 1524708 2487888 0 0 X 1645515 1524708 1645515 1524708 1645515 1524708 1645515 -11016 1634499 109791 1524708 117 SPDS S&P DIVIDEND ETF P 2021-03-09 2023-11-22 13860 13559 301 301 CAPITAL GAIN DIVIDENDS P 16225 16526 728 728 728 3893 0 3893 3165 3165 false false false false false false false true true NY true false false false false true N/A HOLLY B WALLACE 2124157551 40 W 77TH ST NEW YORK NY 10024 false false false true false false false true false false false false false false false false false false false false false false HOLLY B WALLACE 40 WEST 77TH STREET NEW YORK NY 10024 PRESIDENT, TREASURER 1.0 0 0 0 EDWIN M BAUM 40 WEST 77TH STREET NEW YORK NY 10024 V.P. & SECRETARY 0.5 0 0 0 ALISON BAUM 40 WEST 77TH STREET NEW YORK NY 10024 DIRECTOR 0.5 0 0 0 NOT APPLICABLE NOT APPLICABLE 2241682 131205 134 2373021 0 2373021 35595 2337426 116871 116871 728 728 116143 116143 116143 170000 0 0 0 0 170000 116143 0 2021 2020 2019 0 31742 28813 65305 125860 170000 0 116143 53857 179717 0 0 0 0 31742 147975 28813 65305 53857 HOLLY B WALLACE NOT APPLICABLE X WASHINGTON & JEFFERSON COLLEGE WASHINGTON JEFFERSON COLLEGE WASHINGTON PA 15301 NONE PC CHARITABLE - SCHOLARSHIP 10000 COLUMBIA LAW SCHOOL 435 WEST 116TH STREET NEW YORK NY 10027 NONE PC CHARITABLE - EDUCATIONAL 5000 NETWORK FOR TEACHING ENTREPRENEURSHIP 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NONE PC CHARITABLE - SUPPORTING ENTREPRENEURSHIP EDUCATION PROGRAMS 45000 DE LA SALLE ACADEMY 332 WEST 43RD STREET NEW YORK NY 10036 NONE PC CHARITABLE - EDUCATIONAL 25000 CORNELL UNIVERSITY 130 E SENECA ST STE 400 ITHACA NY 14850 NONE PC CHARITABLE - SCHOLARSHIP AND ANNUAL FUND DRIVE 80000 COLUMBIA BUSINESS SCHOOL 3022 BROADWAY NEW YORK NY 10027 NONE PC CHARITABLE - EDUCATIONAL 5000 170000 14 3455 14 32429 18 16526 52410 52410 false false false false false false false false false false X X 1 HOLLY B WALLACE 40 WEST 77TH STREET NEW YORK NY 10024 114183 X ACCOUNTING 4090 0 0 0 NOT APPLICABLE VANGUARD TOTAL STOCK MRKT 117742 189776 COLUMBIA BALANCED FUND 51273 69297 JP MORGAN GROWTH 77913 126653 AB LARGE CAP GROWTH 57534 104808 APPLE INC 11658 302272 INVESCO/POWERSHARES QQQ TRUST 96943 253902 VANGUARD MID CAP ETF 81368 139584 VANGUARD 500 INDEX 123898 214032 AMERICAN BALANCED FUND 63698 73235 AMERICAN NEW PERSPECTIVE FUND 193796 225588 AMERICAN WASHINGTON MUTUAL INV 59998 74375 ISHARES CORE S&P SMALL CAP 27134 37888 ISHARES EDGE MSCI 99146 116592 SCHWAB US DIVIDEND EQTY 100136 130944 VANGUARD DIVIDEND APPRECIATION 125363 187440 COLUMBIA DIVIDEND INCOME FD 25000 27934 SPDR S&P DIVIDEND ETF 36189 37491 VANGUARD FTSE ALL WORLD 25148 23298 SPDR S&P 1500 VALUE 100188 112196 DUE FROM BROKER 0 134 134 DONATED STOCK BASIS DIFFERENCE 109791 BROKERAGE FEE 65 FILING FEE 250 MISCELLANEOUS INTERNAL REVENUE SERVICE 3000 0 0 0 THRU MERRILL LYNCH -FOR TAX PD 204 0 0 0