Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
SUZANNE T & IRVING D KARPAS JR
FDN INC
Number and street (or P.O. box number if mail is not delivered to street address) C/O SAGH - 122 EAST 42ND ST 2005
  Room/suite
City or town
NEW YORK
State or province
NY
Country  
ZIP or foreign postal code
10168
A Employer identification number

13-6116217
B Telephone number (see instructions)

2129868671
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$1,227,960J 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 .................
3 Interest on savings and temporary cash investments 64 64  
4 Dividends and interest from securities... 27,733 27,733  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 546,854
b Gross sales price for all assets on line 6a 1,248,937
7 Capital gain net income (from Part IV, line 2)... 546,854
8 Net short-term capital gain.........  
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
1,503 1,503  
12 Total. Add lines 1 through 11........ 576,154 576,154  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,050 4,025   4,025
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,358 1,358    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,438 9,830   608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 19,846 15,213   4,633
25 Contributions, gifts, grants paid....... 294,600 294,600
26 Total expenses and disbursements. Add lines 24 and 25 ................ 314,446 15,213   299,233
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 261,708
b Net investment income (if negative, enter -0-) 560,941
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. -1    
2 Savings and temporary cash investments......... 73,111 11,307 11,307
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 453,971 Click to see attachment
List of Attached Documents:
// Content
777,885 		1,216,653
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 527,081 789,192 1,227,960
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 )    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 527,081 789,192
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)..... 527,081 789,192
30 Total liabilities and net assets/fund balances (see instructions). 527,081 789,192
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
527,081
2
Enter amount from Part I, line 27a .....................
2
261,708
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
403
4
Add lines 1, 2, and 3 ..........................
4
789,192
5
Decreases not included in line 2 (itemize)
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
789,192
Form 990-PF (2025)
Form 990-PF (2025)
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 41 SHS APPLE P 2025-05-12 2025-10-09
b 4 SHS BLACKROCK P 2025-05-12 2025-10-09
c 6 SHS EATON P 2025-09-24 2025-10-09
d 1 SHS CHENIERE ENERGY P 2025-05-12 2025-10-09
e 7 SHS ORACLE P 2025-05-12 2025-10-09
102 SHS ISHR 0-3 MN P 2025-09-29 2025-12-02
34 SHS XYLEM P 2007-11-02 2025-10-09
12 SHS ABBOTT LABS P 2025-05-12 2025-10-09
840 SHS BROOKFIELD CORP A P 2024-01-01 2025-02-06
52 SHS ALPHABET P 2025-05-12 2025-10-09
1 SHS MCDONALDS P 2025-05-12 2025-10-09
1500 SHS PFIZER P 2024-01-01 2025-05-12
103 SHS ISHR 0-3 MN P 2025-05-12 2025-12-08
4 SHS AMGEN P 2025-05-12 2025-10-09
24 SHS BROOKFIELD WEALTH P 2021-06-28 2025-05-12
16 SHS ALPHABET P 2025-05-12 2025-12-10
1 SHS MCDONALDS P 2025-05-12 2025-12-10
1 SHS PROCTOR & GAMBLE P 2025-05-12 2025-10-09
2 SHS ISHR 0-3 MN P 2025-05-12 2025-12-10
4 SHS AMAZON P 2025-05-12 2025-07-08
45 SHS BERKSHIRE HATHAWAY P 2020-03-13 2025-02-06
9 SHS GOLDMAN SACHS P 2025-05-12 2025-07-08
10 SHS META PLATFORMS P 2025-05-12 2025-07-08
4 SHS PARKER-HANNIFIN P 2025-05-12 2025-10-09
404 SHS SUNRISE COMM P 2024-01-01 2025-05-12
33 SHS BROADCOM P 2025-05-12 2025-07-08
3122+ SHS BAIRD ULTRA SHORT P 2024-01-01 2025-05-12
7 SHS GOLDMAN SACHS P 2025-05-12 2025-10-09
4 SHS META PLATFORMS P 2025-05-12 2025-10-09
8 SHS QUANTA SVCS P 2025-05-12 2025-07-08
11 SHS TJX P 2025-05-12 2025-10-09
25 SHS BROADCOM P 2025-05-12 2025-10-09
1000 SHS BLACKSTONE MTG TR P 2020-03-09 2025-05-12
5 SHS HOME DEPOT P 2025-05-12 2025-10-09
87 SHS MARSH & MCLENNAN P 2025-05-12 2025-09-24
10 SHS QUANTA SVCS P 2025-09-24 2025-10-09
52 SHS THERMO FISHER P 2025-05-12 2025-06-27
69 SHS BANK OF AMERICA P 2025-05-12 2025-10-09
920 SHS BLACKSTONE SECD LEND P 2022-12-15 2025-05-12
12 SHS HONEYWELL P 2025-05-12 2025-07-08
14 SHS MORGAN STANLEY P 2025-09-05 2025-10-09
95 SHS PIMCO MULTISECTOR P 2025-05-12 2025-07-08
52 SHS TRISURA GROUP P 2006-10-17 2025-05-12
22 SHS BROOKFIELD BUSINESS P 2022-03-15 2025-05-12
7 SHS CATERPILLAR P 2025-06-27 2025-07-08
71 SHS HONEYWELL P 2025-05-12 2025-09-29
31 SHS MICROSOFT P 2025-05-12 2025-07-08
249 SHS PIMCO MULTISECTOR P 2025-05-12 2025-10-09
800 SHS UDR INC REIT P 2000-01-14 2025-05-12
1500 SHS BROOKFIELD RENEW PAR P 2016-11-17 2025-05-12
15 SHS CATERPILLAR P 2025-05-12 2025-10-09
9 SHS IBM P 2025-05-12 2025-07-08
17 SHS MICROSOFT P 2025-05-12 2025-10-09
72 SHS QNITY ELECTRONICS P 2025-05-12 2025-12-15
7 SHS VISA P 2025-05-12 2025-10-09
375 SHS BROOKFIELD RENEW A P 2020-07-30 2025-05-12
100 SHS CHUBB P 1995-05-25 2025-02-06
3 SHS IBM P 2025-05-12 2025-10-09
1000 SHS ANNALY CAP MGMT P 2019-08-29 2025-05-12
24 SHS RTX CORP P 2025-05-12 2025-07-08
142 SHS WASTE MANAGEMENT P 2000-04-25 2025-05-12
159 SHS ISHARES FLEXIBLE INCOME P 2025-05-12 2025-10-09
200 SHS CHUBB P 1995-05-25 2025-02-06
212 SHS ITT P 2007-11-02 2025-05-12
7 SHS NORFOLK SOUTHERN P 2025-05-12 2025-10-09
33 SHS RTX CORP P 2025-05-12 2025-10-09
5 SHS WASTE MANAGEMENT P 2000-04-25 2025-10-09
2025 SHS BROOKFILED INFRASTRUC P 2016-01-12 2025-05-12
1000 SHS COMCAST A P 2000-04-14 2025-05-12
171 SHS JPMORGAN INCOME FUND ETF P 2025-05-12 2025-10-09
153 SHS NVIDIA P 2025-05-12 2025-07-08
1050 SHS RAYONIER REIT P 2024-01-01 2025-05-12
16 SHS WALMART P 2025-05-12 2025-10-09
225 SHS BROOKFIELD INFRA A P 2020-03-31 2025-05-12
1 SHS COSTCO P 2025-05-12 2025-07-08
2022 SHS LIBERTY GLOBAL P 2024-01-01 2025-05-12
96 SHS NVIDIA P 2025-05-12 2025-10-09
80 SHS ISHR 0-3 MN P 2025-05-12 2025-06-06
750 SHS WP CAREY P 2008-01-09 2025-05-12
225 SHS BANK OF NEW YORK P 2006-11-29 2025-02-06
1 SHS COSTCO P 2025-05-12 2025-10-09
8 SHS LABCORP P 2025-05-12 2025-10-09
6 SHS NXP SEMICONDUCTOR P 2025-05-12 2025-10-09
63 SHS ISHR 0-3 MN P 2025-05-12 2025-09-05
12 SHS EXXON MOBIL P 2025-05-12 2025-10-09
600 SHS BANK OF NEW YORK P 2006-11-29 2025-05-12
1696 SHS ENBRIDGE P 2002-11-26 2025-05-12
140 SHS LOCKHEED MARTIN P 1998-03-16 2025-05-12
20 SHS ORACLE P 2025-05-12 2025-07-08
71 SHS ISHR 0-3 MN P 2025-09-29 2025-11-07
296 SHS XYLEM P 2007-11-02 2025-05-12
(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 10,382   8,571 1,811
b 4,650   3,831 819
c 2,258   2,239 19
d 234   230 4
e 2,091   1,091 1,000
10,240   10,271 -31
4,980   1,055 3,925
1,599   1,591 8
49,995   17,351 32,644
12,557   8,292 4,265
294   309 -15
34,514   33,160 1,354
10,347   10,359 -12
1,182   1,098 84
1,402     1,402
5,088   2,551 2,537
309   310 -1
151   160 -9
201   201  
887   829 58
21,378   1,342 20,036
6,314   5,314 1,000
7,200   6,336 864
2,954   2,678 276
21,577     21,577
9,006   7,198 1,808
31,582   31,438 144
5,429   4,875 554
2,903   2,535 368
2,984   2,678 306
1,530   1,431 99
8,549   5,453 3,096
19,434   34,950 -15,516
1,896   1,870 26
17,412   19,552 -2,140
4,333   4,032 301
21,329   22,317 -988
3,435   2,986 449
28,284   21,205 7,079
2,878   2,601 277
2,169   2,075 94
2,497   2,466 31
1,385   105 1,280
642     642
2,754   2,703 51
14,737   15,389 -652
15,404   13,767 1,637
6,648   6,463 185
33,946   8,066 25,880
35,331   28,275 7,056
7,505   5,611 1,894
2,636   2,259 377
8,820   7,550 1,270
5,521   6,045 -524
2,433   2,482 -49
10,884     10,884
27,274   831 26,443
862   753 109
19,523   33,090 -13,567
3,462   3,117 345
31,855   2,143 29,712
8,419   8,275 144
57,225   1,662 55,563
31,546   5,171 26,375
2,064   1,662 402
5,435   4,287 1,148
1,089   75 1,014
64,739   29,078 35,661
34,654   4,253 30,401
7,895   7,821 74
24,359   18,742 5,617
25,056   19,610 5,446
1,618   1,535 83
8,801     8,801
989   1,009 -20
19,175   32,593 -13,418
18,499   11,760 6,739
8,035   8,039 -4
45,730   24,082 21,648
19,373   8,977 10,396
940   1,009 -69
2,230   1,997 233
1,322   1,242 80
6,328   6,331 -3
1,361   1,305 56
52,207   24,270 27,937
74,961   23,700 51,261
65,635   4,848 60,787
4,761   3,117 1,644
7,132   7,150 -18
37,303   11,003 26,300
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       1,811
b       819
c       19
d       4
e       1,000
      -31
      3,925
      8
      32,644
      4,265
      -15
      1,354
      -12
      84
      1,402
      2,537
      -1
      -9
       
      58
      20,036
      1,000
      864
      276
      21,577
      1,808
      144
      554
      368
      306
      99
      3,096
      -15,516
      26
      -2,140
      301
      -988
      449
      7,079
      277
      94
      31
      1,280
      642
      51
      -652
      1,637
      185
      25,880
      7,056
      1,894
      377
      1,270
      -524
      -49
      10,884
      26,443
      109
      -13,567
      345
      29,712
      144
      55,563
      26,375
      402
      1,148
      1,014
      35,661
      30,401
      74
      5,617
      5,446
      83
      8,801
      -20
      -13,418
      6,739
      -4
      21,648
      10,396
      -69
      233
      80
      -3
      56
      27,937
      51,261
      60,787
      1,644
      -18
      26,300
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 2 546,854
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 37,707
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 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 7,797
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  
3 Add lines 1 and 2........................... 3 7,797
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,797
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 991
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 991
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 6,806
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
NY, DE
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 2025 or the taxable year beginning in 2025? 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 addressNONE.
14
The books are in care ofSYDNEY AMSTER GREEN & HOROWITZ PLLC Telephone no. (212) 986-8671

Located at122 EAST 42ND STREET 2005NEW YORKNY ZIP+410168
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
SUZANNE T KARPAS PRES/DIR
1.00 		0 0 0
29 AARONS COURT
RIDGEFIELD,CT06877
PATRICIA KARPAS DIRECTOR
0.00 		0 0 0
3701 ARAPAHOE AVENUE
BOULDER,CO80303
THEODORE R SHIFFMAN VP/SEC/TREAS
0.00 		0 0 0
C/O SAGH - 122 EAST 42ND ST 2005
NEW YORK,NY10168
MATTHEW KARPAS VP
0.00 		0 0 0
452 FIFTH AVENUE
NEW YORK,NY10018
BRUCE T KARPAS VP/ DIR
0.00 		0 0 0
1075 CORDILLERA WAY
EDWARDS,CO81632
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
1,252,589
b
Average of monthly cash balances.......................
1b
57,251
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
1,309,840
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,309,840
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
19,648
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,290,192
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
64,510
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
64,510
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
7,797
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
7,797
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
56,713
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
56,713
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
56,713
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, line 26, column (d) ..........
1a
299,233
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
299,233
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 56,713
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 228,470
c From 2022...... 39,992
d From 2023...... 69,244
e From 2024...... 127,080
f Total of lines 3a through e ........ 464,786
4Qualifying distributions for 2025 from Part
XI, line 4: $ 299,233
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 56,713
e Remaining amount distributed out of corpus 242,520
5 Excess distributions carryover applied to 2025.    
(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 5 707,306
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		707,306
10 Analysis of line 9:
a Excess from 2021 .... 228,470
b Excess from 2022 .... 39,992
c Excess from 2023 .... 69,244
d Excess from 2024 .... 127,080
e Excess from 2025 .... 242,520
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2025)
Form 990-PF (2025)
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

DANBURY HOSPITAL - NUVANCE

24 HOSPITAL AVENUE
DANBURY,CT06810 		    CHARITABLE 100,000

DOCTORS WITHOUT BORDERS

40 RECTOR STREET
NEW YORK,NY10006 		    CHARITABLE 500

GUIDE DOGS FOR THE BLIND

PO BOX 151200
SAN RAFAEL,CA94915 		    CHARITABLE 500

HUMANE SOCIETY OF THE US

1255 23RD STREET NW
WASHINGTON,DC20037 		    CHARITABLE 100

KOREY WISE INNOCENCE PROJECT

2450 KITTREDGE RD
BOULDER,CO80309 		    CHARITABLE 10,000

MERCY SHIPS

PO BOX 1930
GARDEN VALLEY,TX75771 		    CHARITABLE 5,000

NATIONAL JEWISH HEALTH

1400 JACKSON STREET
DENVER,CO80206 		    CHARITABLE 25,000

NEW YORK LIVE ARTS

219 WEST 19TH ST
NEW YORK,NY10011 		    CHARITABLE 150,000

PAWS FOR PURPLE HEARTS

10201 OLD REDWOOD HWY
PENNGROVE,CA94951 		    CHARITABLE 500

SHRINERS CHILDRENS HOSPITAL

3551 N BROAD ST
PHILADELPHIA,PA19140 		    CHARITABLE 500

ST JUDE CHILDREN'S HOSPITAL

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		    CHARITABLE 500

WOUNDED WARRIOR PROJECT

370 SEVENTH AVENUE
NEW YORK,NY10001 		    CHARITABLE 2,000
Total ................................. 3a 294,600
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    14 64  
4 Dividends and interest from securities ....     14 27,733  
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 .....     14 1,503  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 546,854  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   576,154  
13Total. Add line 12, columns (b), (d), and (e)..................
13
576,154
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SYDNEY AMSTER GREEN & HOROWITZ 8,050 4,025   4,025

TY 2025 InvestmentsCorpStockSchedule
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Name of Stock End of Year Book Value End of Year Fair Market Value
1050 RAYONIER (SOLD 2025)    
1000 ANNALY (SOLD 2025)    
1000 BLACKSTONE (SOLD 2025)    
1000 COMCAST CORP (SOLD 2025)    
140 SHS LOCKHEED MARTIN (SOLD 2025)    
1500 BROOKFIELD RENEW (SOLD 2025)    
1500 PFIZER INC (SOLD 2025)    
1696 ENBRIDGE INC (SOLD 2025)    
147SHS WASTE MANAG(SOLD 2025)    
53SHS WASTE MANAGEMENT INC 800 11,645
2022 LIBERTY GLOBAL (SOLD 2025)    
2025 BROOKFIELD INFRA (SOLD 2025)    
212 ITT INC (SOLD 2025)    
22SHS SPIN-OFF BROOKF(SOLD 2025)    
225SHS SPIN-OFFBROOKINFRA (SOLD 2025    
24SHS SPINOFF BROOKWEALTH (SOLD 2025    
45 BERKSHIRE HATHAWAY(SOLD 2025)    
200 BERKSHIRE HATHAWAY 5,964 100,530
300 CHUBB LTD (SOLD 2025)    
3077+ SHS BAIRD U (SOLD 2025)    
375 SHS SPINOFF BROOKRENEW(SOLD 2025    
4431 BROOKFIELD CORP 30,382 203,339
404SHS SPINOFF SUNRISE (SOLD 2025)    
330 XYLEM INC (SOLD 2025    
95 XYLEM INC 3,472 12,937
52 TRISURA GROUP (SOLD 2025)    
750 WP CAREY INC (SOLD 2025)    
800 UDR INC (SOLD 2025)    
825 BANK OF NY MELLON (SOLD 2025)    
920 SHS BLACKSTONE SECD (SOLD 2025)    
954SHS BROOKFIELD ASSET MGMT 11,471 49,980
95 SHS ABBOTT LABS 12,599 11,903
39 SHS ACCENTURE 10,159 10,464
71 SHS ALPHABET 11,322 22,280
117 SHS AMAZON 24,245 27,006
36 SHS AMGEN 9,886 11,783
159SHS APPLE 33,240 43,226
211 SHS BANK OF AMERICA 9,132 11,605
14 SHS BLACKROCK 13,410 14,985
67 SHS BROADCOM 14,615 23,189
39 SHS CATERPILLAR 13,299 22,342
39 SHS CHENIERE 8,982 7,581
22 SHS COSTCO 22,198 18,971
304 SHS DUPONT 10,581 12,221
32 SHS EATON 10,936 10,192
26 SHS ELI LILLY 19,617 27,942
93 SHS EXXON MOBIL 10,116 11,192
36 SHS GOLDMAN SACHS 21,255 31,644
45 SHS HOME DEPOT 16,830 15,484
35 SHS IBM 8,785 10,367
45 SHS JPMORGAN CHASE 11,687 14,500
25 SHS LABCORP HOLDINGS 6,239 6,272
28 SHS MCDONALDS 8,667 8,558
41 SHS META PLATFORMS 25,979 27,064
109 SHS MICROSOFT 48,406 52,715
66 SHS MORGAN STANLEY 8,463 11,717
20 SHS NORFOLK SOUTHERN 4,749 5,774
286 SHS NVIDIA 35,034 53,339
40 SHS NXP SEMICONDUCTORS 8,282 8,682
22 SHS ORACLE 3,428 4,288
13 SHS PARKER-HANNIFIN 8,703 11,426
59 SHS PROCTOR & GAMBLE 9,455 8,455
36 SHS QUANTA SVCS 12,462 15,194
129 SHS RTX CORP 16,756 23,659
40 SHS SALESFORCE 10,303 10,596
57 SHS TJX 7,414 8,756
55 SHS VISA 19,500 19,289
98 SHS WALMART 9,404 10,918
1078 SHS ISHARES FLEXIBLE INCOME 56,106 56,886
214 SHS ISHARES 0-3 MONTH 21,507 21,481
1237 SHS JPMORGAN INCOME ETF 56,579 57,261
2137 PIMCO MULTISECTOR BD 55,466 57,015

TY 2025 OtherExpensesSchedule
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
INVESTMENT ADVISORY FEES AND 9,830 9,830    
ATTY DISBURSEMENTS FOR NY AG 250     250
CSC FEE - REPRESENTATION IN 188     188
A.L.M. - PUBLICATION FEE 170     170


TY 2025 OtherIncomeSchedule2
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
THRU CHARLES SCHWAB 70 70  
DISTRIBUTIONS PER K-1S 1,431 1,431  
THRU CHAS SCHWAB 2 2  


TY 2025 OtherIncreasesSchedule
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Description Amount
PY DIVIDENDS, TIMING DIFF., ETC. 403


TY 2025 TaxesSchedule
Name:
SUZANNE T & IRVING D KARPAS JR
 
FDN INC
EIN:
13-6116217
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2024 BALANCE DUE 367 367    
EXCISE TAX - 2025 PREPAYMENTS 991 991