Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HARRY W VICKSMAN & LOUIS L VICKSMAN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

84-6281031
B Telephone number (see instructions)

(503) 464-3580
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,500,494J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 65,872 65,456  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 33,811
b Gross sales price for all assets on line 6a 793,353
7 Capital gain net income (from Part IV, line 2)... 33,811
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,837    
12 Total. Add lines 1 through 11........ 101,520 99,267  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,110 33,399   3,711
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,031 1,031   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 39,641 34,430 0 5,211
25 Contributions, gifts, grants paid....... 135,000 135,000
26 Total expenses and disbursements. Add lines 24 and 25 174,641 34,430 0 140,211
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -73,121
b Net investment income (if negative, enter -0-) 64,837
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 108,501 42,419 42,419
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow     0 0
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 422,388 Click to see attachment
List of Attached Documents:
// Content
399,779 		702,861
c Investments—corporate bonds (attach schedule)....... 640,028 Click to see attachment
List of Attached Documents:
// Content
635,554 		614,127
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 986,794 Click to see attachment
List of Attached Documents:
// Content
1,008,755 		1,140,608
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
584 		Click to see attachment
List of Attached Documents:
// Content
479 		Click to see attachment
List of Attached Documents:
// Content
479
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,158,295 2,086,986 2,500,494
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,158,295 2,086,986
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,158,295 2,086,986
30 Total liabilities and net assets/fund balances (see instructions). 2,158,295 2,086,986
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,158,295
2
Enter amount from Part I, line 27a .....................
2
-73,121
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,984
4
Add lines 1, 2, and 3 ..........................
4
2,087,158
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
172
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,086,986
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1342.292 CONGRESS MID CAP GROWTH INS   2016-06-20 2023-01-11
b 2303.689 TIAA CREF INFLATION LNKD BD FD ADV   2013-10-01 2023-01-11
c 5000. ISHARES IBONDS DEC 2023 TERM CP ETF   2020-10-07 2023-01-20
d 37. NETFLIX.COM INC COM   2022-12-13 2023-01-20
e 14. NORTHROP GRUMMAN CORP COM W/RTS ATTACHED EXP 10/31/2008   2021-07-07 2023-01-20
50000. BNP PARIBAS MTN 3.250% 3/03/23   2017-08-16 2023-03-03
363.7342 PIONEER ILS INTERVAL FUND   2018-02-26 2023-03-06
1. GSE HOLDING INC   1911-11-11 2023-03-10
1227. ISHARES IBONDS DEC 2024 TERM CP ETF   2021-01-11 2023-03-13
37. NETFLIX.COM INC COM   2022-12-13 2023-03-13
50000. BURLINGTN NORTH 3.000% 3/15/23   2018-02-21 2023-03-15
45. AMERIPRISE FINL INC   2021-07-07 2023-05-17
150. AMETEK INC   2019-04-09 2023-05-17
50. BERKSHIRE HATHAWAY INC CL B   2021-07-07 2023-05-17
230. COMCAST CORP CL A   2019-12-18 2023-05-17
55. DANAHER CORP   2013-04-03 2023-05-17
83. HONEYWELL INTERNATIONAL INC COMMON STOCK   2022-12-21 2023-05-17
26. NORTHROP GRUMMAN CORP COM W/RTS ATTACHED EXP 10/31/2008   2021-07-07 2023-05-17
2015.044 CONGRESS MID CAP GROWTH INS   2016-06-20 2023-05-17
135. STARBUCKS CORP   2020-06-22 2023-05-17
71. TARGET CORP   2018-02-21 2023-05-17
66. TEXAS INSTRS INC   2022-12-13 2023-05-17
97.682 PIONEER ILS INTERVAL FUND   2018-02-26 2023-05-30
161. AMERICAN TOWER CORP   2022-12-07 2023-08-16
61. CROWN CASTLE INTL CORP   2023-01-20 2023-08-16
100. CROWN CASTLE INTL CORP   2019-04-09 2023-08-16
16. EQUINIX INC   2023-05-17 2023-08-16
3773. ISHARES IBONDS DEC 2024 TERM CP ETF   2021-01-11 2023-08-16
179. EXACT SCIENCES CORPORATION   2022-12-21 2023-12-06
2846.501 FEDERATED HERMES INSTL HI YLD BD IS   2015-12-15 2023-12-06
874. ISHARES CORE MSCI EMERGING MKTS ETF   2023-01-11 2023-12-06
1737.887 STONE RIDGE HY REINSUR-I   2023-01-20 2023-12-06
181.113 VANGUARD SMALL CAP INDEX FUND   2019-04-25 2023-12-06
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,826   24,316 7,510
b 24,189   26,131 -1,942
c 125,326   131,163 -5,837
d 12,467   11,797 670
e 6,227   5,191 1,036
50,000   51,911 -1,911
3,001   3,441 -440
25     25
30,092   32,626 -2,534
11,014   11,797 -783
50,000   49,942 58
13,507   11,181 2,326
21,805   12,564 9,241
16,291   13,945 2,346
9,185   10,074 -889
12,377   2,564 9,813
16,151   16,982 -831
11,603   9,641 1,962
47,414   31,132 16,282
14,288   10,121 4,167
11,384   5,254 6,130
10,849   11,683 -834
829   924 -95
28,921   34,478 -5,557
6,132   8,849 -2,717
10,052   12,693 -2,641
12,128   11,561 567
92,798   100,196 -7,398
11,920   9,378 2,542
24,565   25,761 -1,196
43,164   44,042 -878
16,232   14,477 1,755
17,200   13,727 3,473
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
      391
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       7,510
b       -1,942
c       -5,837
d       670
e       1,036
      -1,911
      -440
      25
      -2,534
      -783
      58
      2,326
      9,241
      2,346
      -889
      9,813
      -831
      1,962
      16,282
      4,167
      6,130
      -834
      -95
      -5,557
      -2,717
      -2,641
      567
      -7,398
      2,542
      -1,196
      -878
      1,755
      3,473
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 33,811
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 901
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 901
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 901
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 696
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 696
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 205
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow0 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCO
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrow  
14
The books are in care ofright arrowUS BANK Telephone no.right arrow (702) 251-1784

Located atright arrow555 SW OAKPORTLANDOR ZIP+4right arrow97204
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
RICHARD HARVEY CO-TRUSTEE
1 		0    
2479 S CLERMONT STREET APT 456
DENVER,CO80222
US BANK N A TRUSTEE
1 		37,110    
PO BOX 0634
MILWAUKEE,WI532010634
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,404,048
b
Average of monthly cash balances.......................
1b
42,039
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,446,087
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,446,087
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
36,691
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,409,396
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
120,470
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
120,470
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
901
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
901
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
119,569
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
119,569
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
119,569
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
140,211
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
140,211
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 119,569
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 85,249
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 0
b From 2019...... 0
c From 2020...... 0
d From 2021...... 0
e From 2022...... 0
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 140,211
a Applied to 2022, but not more than line 2a 85,249
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 54,962
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		64,607
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019.... 0
b Excess from 2020.... 0
c Excess from 2021.... 0
d Excess from 2022.... 0
e Excess from 2023.... 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
NONE
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
NONE
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
HW LL VICKSMAN CHARITABLE TRUST
C/O US BANK 950 17TH - 5TH FLOOR
DENVER,CO80202
(303) 585-4557
bThe form in which applications should be submitted and information and materials they should include:
CONTACT ABOVE
cAny submission deadlines:
CONTACT ABOVE
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
TRUSTEES WILL DESIGNATE FUNDS TO CHARITABLE EDUCATIONAL ORGANIZATIONS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

AMERICAN LUNG ASSOCIATION

55 W WACKER DR STE 1150
CHICAGO,IL606011796 		NONE PC GENERAL OPERATING 1,000

AMERICAN HEART ASSOCIATION
ATTN SHARI LAYNE
PO BOX 22249
ST PETERSBURG,FL33742 		NONE PC GENERAL OPERATING 1,000

JEWISH COLORADO

300 S DAHLIA ST
DENVER,CO802468118 		NONE PC GENERAL OPERATING 17,250

NATIONAL TAY SACHS & ALLIED DISEASES ASS

2001 BEACON ST STE 204
BRIGHTON,MA021357787 		NONE PC GENERAL OPERATING 8,500

THE CHILDREN'S HOSPITAL FOUNDATION

ATTN KELSEY COCHRAN
AURORA,CO80045 		NONE PC GENERAL OPERATING 22,500

NATIONAL SPORTS CENTER FOR THE DISABLED

1801 MILE HIGH STADIUM CIR STE 1500
DENVER,CO802041780 		NONE PC GENERAL OPERATING 2,000

JEWISH NATIONAL FUND

77 FRANKLIN STREET SUITE 541
BOSTON,MA02110 		NONE PC GENERAL OPERATING 5,000

DENVER JEWISH DAY SCHOOL

2450 S WABASH ST
DENVER,CO802313816 		NONE PC GENERAL OPERATING 3,000

AMERICAN CANCER SOCIETY

3380 CHASTAIN MEADOWS PKWY
KENNESAW,GA30144 		NONE PC GENERAL OPERATING 1,000

AMERICAN FRIENDS OF THE ISRAEL SPORT

ONE NORTHFIELD PLAZA 300
NORTHFIELD,IL600930000 		NONE PC GENERAL OPERATING 3,250

SHRINERS HOSPITAL FOR CHILDREN

PO BOX 31356
TAMPA,FL336313356 		NONE PC GENERAL OPERATING 2,500

JEWISH GENETIC DISEASES CENTER

12701 N SCOTTSDALE RD STE 201
Scottsdale,AZ85254 		NONE PC GENERAL OPERATING 7,000

NATIONAL JEWISH HEALTH

ATTN TARA SMOAK
DENVER,CO80206 		NONE PC GENERAL OPERATING 22,000

THE COLORADO CENTER FOR THE BLIND

2233 W SHEPPERD AVENUE
LITTLETON,CO80120 		NONE PC GENERAL OPERATING 2,500

JEWISH FAMILY SERVICE
ATTN GAIL PENNINGTON
3201 S TAMARAC DR STE 200
DENVER,CO80231 		NONE PC GENERAL OPERATING 4,500

LARADON HALL EXCEPTIONAL CHILDREN

5100 LINCOLN ST
DENVER,CO80216 		NONE PC GENERAL OPERATING 2,500

HEBREW EDUCATIONAL ALLIANCE

3600 SOUTH IVANHOE STREET
DENVER,CO80237 		NONE PC GENERAL OPERATING 12,500

ROCKY MOUNTAIN DEAF SCHOOL

10300 W NASSAU AVE
DENVER,CO80235 		NONE PC GENERAL OPERATING 2,500

CONGREGATION BETH ISRAEL

10460 N 56TH STREET
SCOTTSDALE,AZ85253 		NONE PC GENERAL OPERATING 3,500

CONGREGATION EMANUEL

2 LAKE ST
SAN FRANCISCO,CA941181423 		NONE PC GENERAL OPERATING 11,000
Total .................................right arrow 3a 135,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities ....     14 65,872  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 33,811  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aFEDERAL TAX REFUND 		    1 1,837  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   101,520  
13Total. Add line 12, columns (b), (d), and (e)..................
13
101,520
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

TY 2023 InvestmentsCorpBondsSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Name of Bond End of Year Book Value End of Year Fair Market Value
05574LFY9 BNP PARIBAS MTN    
02665WBP5 AMERICAN HONDA MTN 50,417 49,811
12189LAM3 BURLINGTN NORTH    
68389XBS3 ORACLE CORP 51,918 48,880
94974BGA2 WELLS FARGO MTN 52,144 49,340
89114QCB2 TORONTO DOMINION MTN 50,668 49,778
110122CN6 BRISTOL MYERS SQUIBB 54,767 48,514
06051GFX2 BANK OF AMERICA CORP 54,312 48,654
74460DAC3 PUBLIC STORAGE 53,542 47,581
701094AS3 PARKER HANNIFIN 49,181 50,134
38141GXH2 GOLDMAN SACHS GROUP 22,997 23,489
855244AT6 STARBUCKS CORP 47,646 48,188
023135CQ7 AMAZON COM INC 50,583 51,341
40434LAM7 HP INC SR NT 49,407 50,043
501044DJ7 KROGER CO 47,972 48,374

TY 2023 InvestmentsCorpStockSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Name of Stock End of Year Book Value End of Year Fair Market Value
235851102 DANAHER CORP 3,089 17,351
46625H100 J P MORGAN CHASE CO 7,298 26,366
02079K305 ALPHABET INC CL A 12,426 41,907
037833100 APPLE INC 10,900 56,796
02079K107 ALPHABET INC CL C 3,224 22,549
57636Q104 MASTERCARD INC 6,910 38,386
30303M102 FACEBOOK INC A 11,540 26,547
87612E106 TARGET CORP 6,544 12,675
22822V101 CROWN CASTLE INTL CO    
20030N101 COMCAST CORP CL A    
031100100 AMETEK INC    
15135B101 CENTENE CORP COM 17,266 20,927
594918104 MICROSOFT CORP 34,977 52,270
038222105 APPLIED MATERIALS IN 10,571 28,362
00287Y109 ABBVIE INC 18,847 26,345
855244109 STARBUCKS CORP    
217204106 COPART INC COM 15,296 21,462
91324P102 UNITED HEALTH GROUP 13,545 15,794
023135106 AMAZON.COM INC 22,991 23,703
03076C106 AMERIPRISE FINL INC    
666807102 NORTHROP GRUMMAN COR    
084670702 BERKSHIRE HATHAWAY I    
882508104 TEXAS INSTRUMENTS IN    
007903107 ADVANCED MICRO DEVIC 11,856 24,470
438516106 HONEYWELL INTERNATIO    
H1467J104 CHUBB LTD 23,467 24,408
03027X100 AMERICAN TOWER CORP    
64110L106 NETFLIX.COM INC 11,860 17,041
30063P105 EXACT SCIENCES CORPO    
58933Y105 MERCK AND CO INC 9,096 8,940
009066101 AIRBNB INC CL A 11,550 16,745
22160K105 COSTCO WHSL CORP 11,814 15,842
375558103 GILEAD SCIENCES INC 9,490 9,883
550021109 LULULEMON ATHLETICA 9,199 12,782
65339F101 NEXTERA ENERGY INC 9,612 7,714
67066G104 NVIDIA CORP 12,215 20,304
697435105 PALO ALTO NETWORKS I 9,626 14,744
79466L302 SALESFORCE COM INC 12,005 15,262
808513105 SCHWAB CHARLES CORP 14,496 19,470
81762P102 SERVICENOW INC 11,807 16,956
90353T100 UBER TECHNOLOGIES IN 12,006 19,579
92338C103 VERALTO CORP COM SHS 408 2,057
931142103 WAL MART STORES INC 23,848 25,224

TY 2023 InvestmentsOtherSchedule2
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
87245P668 TIAA CREF INFLATION      
46434VAX8 ISHARES IBONDS DEC 2      
921910501 VANGUARD INTERNATION AT COST 79,747 47,869
46434VBG4 ISHARES IBONDS DEC 2      
81369Y209 HEALTH CARE SELECT S AT COST 23,762 24,958
31420B300 FEDERATED HERMES INS      
46434G103 ISHARES CORE MSCI EM AT COST 27,345 26,049
922908645 VANGUARD MID-CAP IND AT COST 195,248 264,228
46432F842 ISHARES CORE MSCI EA AT COST 223,862 246,225
922908686 VANGUARD SMALL CAP I AT COST 67,983 109,271
04314H568 ARTISAN HIGH INCOME AT COST 23,541 24,604
74316J458 CONGRESS MID CAP GRO      
06828M876 BARON EMERGING MARKE AT COST 59,361 69,500
72369L107 PIONEER ILS INTERVAL      
46090E103 INVESCO QQQ TRUST ET AT COST 34,987 46,276
464287226 ISHARES CORE U.S. AG AT COST 98,897 102,625
464287432 ISHARES 20 YEAR TREA AT COST 35,212 32,630
464287473 ISHARES RUSSELL MIDC AT COST 47,117 50,121
861728400 STONE RIDGE HY REINS AT COST 68,129 72,218
922908553 VANGUARD REAL ESTATE AT COST 23,564 24,034

TY 2023 OtherAssetsSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME   0 0
000000000 MISCELLANEOUS ENTRY 584 479 479


TY 2023 OtherDecreasesSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Description Amount
ROC ON CY SALES 172


TY 2023 OtherIncomeSchedule2
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FEDERAL TAX REFUND 1,837 0  


TY 2023 OtherIncreasesSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Description Amount
PY PURCHASE OF ACCRUED INTEREST 1,984


TY 2023 TaxesSchedule
Name:
HARRY W VICKSMAN & LOUIS L VICKSMAN
EIN:
84-6281031
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 780 780   0
FOREIGN TAXES ON NONQUALIFIED 251 251   0