SCOTT M PANZER FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
SCOTT M PANZER FOUNDATION INC (EIN 82-3615701)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-14
IRS object ID
202631959349100323
Schema version
2025v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-14T11:28:07-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141745230PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ SELIG & ZERONDA CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12 WINNERS CIRCLE SUITE 102AddressLine1Txt
CityALBANYCityNm
State AbbreviationNYStateAbbreviationCd
ZIP12205ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823615701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT M PANZER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone9178590987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVE 802AddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT M PANZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9178590987PhoneNum
Signature2026-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM LUTZ CPAPreparerPersonNm
PTINP00143055PTIN
Phone5187837200PhoneNum
Preparation2026-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,173,207FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,166DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,166DividendsNetInvstIncmAmt
Dividends Adj Net Incm$63,166DividendsAdjNetIncmAmt
Gross Rents Rev And Expnss$23,400GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$23,400GrossRentsNetInvstIncmAmt
Gross Rents Adj Net Incm$23,400GrossRentsAdjNetIncmAmt
Net Rental Income Or Loss-$77,175NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$91,567NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$836,896GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$91,567CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$178,133TotalRevAndExpnssAmt
Total Net Invst Incm$178,133TotalNetInvstIncmAmt
Total Adj Net Incm$86,566TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$22,930TaxesRevAndExpnssAmt
Taxes Net Invst Incm$22,259TaxesNetInvstIncmAmt
Taxes Adj Net Incm$22,259TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$47,204DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$47,204DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$47,204DeprecAndDpltnAdjNetIncmAmt
Occupancy Rev And Expnss$27,995OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$27,995OccupancyNetInvstIncmAmt
Occupancy Adj Net Incm$27,995OccupancyAdjNetIncmAmt
Occupancy Dsbrs Chrtbl$0OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$26,354OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,117OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$3,117OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$131,983TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$100,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$100,575TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$217,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$217,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$349,083TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$100,575TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$100,575TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$217,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$170,950ExcessRevenueOverExpensesAmt
Net Investment Income$77,558NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2CashBOYAmt
Sav And Temp Cash Invst BOY$34,011SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$59,837SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$59,837SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$1,840,957InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$143,580InvstLandAccumDepreciationAmt
Land Bldg Investments BOY$1,744,579LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$1,697,377LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$2,056,420LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$2,014,638OtherInvestmentsBOYAmt
Other Investments EOY$2,056,950OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,056,950OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,793,230TotalAssetsBOYAmt
Total Assets EOY$3,814,164TotalAssetsEOYAmt
Total Assets EOYFMV$4,173,207TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,793,230NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,814,164NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,793,230TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,814,164TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,793,230TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,814,164TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,793,230TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$170,950ExcessRevenueOverExpensesAmt
Other Increases$191,884OtherIncreasesAmt
Subtotal$3,814,164SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,814,164TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
MERRILL LYNCH 3543 ST COVERED2025-01-012025-12-31$187,639$188,569-$930-$930
MERRILL LYNCH 3543 ST NONCOVERED2025-01-012025-12-31$73$73$0$0
MERRILL LYNCH 3543 LT COVERED2020-01-012025-12-31$626,456$556,687$69,769$69,769
MERRILL LYNCH 3543 LT NONCOVERED2020-01-012025-12-31$43$43$43
CAPITAL GAINS DIVIDENDS$22,685$22,685$22,685P
FieldValueIRS element (for citing)
Capital Gain Net Income$91,567CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$930NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,078InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,078SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,221EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,221TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,143OverpaymentAmt
Applied To ES Tax$1,143AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCOTT M PANZERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9178590987PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVEAddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT M PANZER
5000 NORTH OCEAN DRIVESINGER ISLANDFL33404PRESIDENT1.00$0$0$0
LEONARD PANZER
7047 STATE ROUTE 8BRANT LAKENY12815TREASURER1.00$0$0$0
MURRAY PANZER
165 WEST END AVE APT 17MNEW YORKNY10023VICE PRESIDENT1.00$0$0$0
CHARITO M STACEY
111-05 66TH ROAD APT 2AFOREST HILLSNY11375SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,919,227AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$67,897AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$2,200,000FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,187,124TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,187,124AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$62,807CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,124,317NetVlNoncharitableAssetsAmt
Minimum Investment Return$206,216MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$206,216MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,078TaxBasedOnInvestmentIncomeAmt
Total Tax$1,078TotalTaxAmt
Distributable Before Adj$205,138DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$205,138DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$205,138DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$217,100ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$217,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,138DistributableAsAdjustedAmt
Undistributed Income PY$214,714UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$217,100QualifyingDistributionsAmt
Applied To Year1$214,714AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,386AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$202,752UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN HEART ASSOCIATION 13-5613797
7272 GREENVILLE AVEDALLASTX752315129PCSUPPORT FOR MEDICAL RESEARCH$500
AMY ARMOIRE INC 86-1789934
PO BOX 869BARREVT05641PCSUPPORT VERMONT FOSTER/ADOPT/KIN CHILDREN & YOUTH BY CONNECTING TO RESOURCES THEY NEED$500
BUSCH WILDLIFE SANCTUARY 59-2379003
17855 ROCHY PINES RDJUNPITERFL33478PCSUPPORT FOR WILDLIFE$7,500
CHARITIES AID FOUNDATION AMERICA 43-1634280
225 REINEKERS LANE SUITE 375ALEXANDRIAVA223142840PCSUPPORT FOR CHARITIES$1,100
CORNELIA DE LANGE SYNDROME FOUNDATION 06-1057497
30 TOWER LANE 400AVONCT06001PCSUPPORT FOR SYNDROME$500
COURAGE AND SACRIFICE 46-5536167
909 NEWARK TURNPIKEKEARNYNJ07032PCSUPPORT FOR VETERANS$10,000
COVENANT HOUSE 13-2725416
5 PENN PLAZA 3RD FLNEW YORKNY10001PCSUPPORT FOR ENDANGERED YOUTHS$5,000
CREATIVE ART WORKS 13-3638436
520 EIGHTH AVE SUITE 201ANEW YORKNY10018PCYOUTH EMPLOYMENT SERVICES$5,000
DIABETES RESEARCH INSTITUTE FOUNDATION 59-1361955
200 SOUTH PARK RD 100HOLLYWOODFL330218592PCSUPPORT FOR DIABETIC RESEARCH$2,500
EDUCATION FIRST INC 80-0464078
265 SUNRISE HWY STE 242ROCKVILLE CENTERNY115704912PCEDUCATION SUPPORT$10,000
FRIENDS OF SAINT DOMINIC'S 13-3945769
500 WESTERN HIGHWAYBLAUVELTNY10913PCSUPPORT FOR HUMAN SERVICES ORGANIZATION$4,000
GEORGE G DAMATO FAMILY FOUNDATION 14-1568025
R MAHER 33 ROMA ORCHARD RDPEEKSKILLNY10566PCSUPPORT FOR CHARITIES$10,000
GLOBAL GIVING FOUNDATION INC 30-0108263
1 THOMAS CIRCLE NW STE 800WASHINGTONDC20005PCSUPPORT FOR CHARITIES$2,500
HAYMAKERS FOR HOPE 30-0694643
31 EDMUNDS RDWELLESLEYMA02481PCSUPPORT FOR CANCER RESEARCH AND EDUCATION$1,000
JUPITER MEDICAL CENTER FOUNDATION 65-0132406
1210 SOUTH OLD DIXIE HWYJUPITERFL33458PCSECURE FINANCIAL RESOURCES TO SUSTAIN CLINICAL EXCELLENCE & QUALITY OF CARE$10,000
LOGGERHEAD MARINE LIFE CENTER 59-2445926
14200 US HWY ONEJUNO BEACHFL33408PCSUPPORT FOR MARINE LIFE CENTER$50,000
MARC LUSTAGARTE PANCREATIC CANCER FOUND 31-1611837
415 CROSSWAYS PARK DR DWOODBURYNY11797PCPANCREATIC CANCER RESEARCH$10,000
MAYO CLINIC 41-6011702
200 FIRST ST SW TAXROCHESTERMN55905PCPATIENT CARE, RESEARCH & EDUCATION$10,000
MEMORIAL SLOAN KETTERING CANCER CTR 31-1485731
PO BOX 541500FLUSHINGNY11354PCSUPPORT FOR CANCER RESEARCH AND EDUCATION$1,000
MERRICK KIWANIS FOUNDATION INC 14-2746335
251A HERITAGE HILLSSOMERSNY10589PCSUPPORT FOR SUMMER CAMPS AND HIGH SCHOOL SENIORS AND NEEDY CHILDREN$1,000
NATIONAL JEWISH HEALTH 74-2044647
14000 JACKSON STDENVERCO80206PCSUPPORT FOR HEALTH CARE$10,000
NEW YORK INSTITUTE OF TECHNOLOGY 11-1788788
PO BOX 8000OLD WESTBURYNY11568PCSUPPORT FOR EDUCATION$10,000
OCEANA INC 51-0401308
1025 CONNECTICUT AVE NW 200WASHINGTONDC20036PCOCEAN BIODIVERSITY AND ENVIRONMENTAL INFLUENCE$10,000
PALM BEACH CULTURAL INNOVATION CENTER 88-4398344
70 ROYAL POINCIANA WAY P70PALM BEACHFL33480PCSUPPORT OF THE ARTS$5,000
PLACE OF HOPE PAL BEACH 65-0841384
9078 ISAIAH LANEPALM BEACHFL33418PCSUPPORT OF STABLE AND LOVING FAMILY ENVIRONMENT FOR CHILDREN$10,000
PROJECT SUNSHINE 22-3607512
211 EAST 43RD ST 401NEW YORKNY100178619PCSUPPORT FAMILY AND CHILDREN FACING MEDICAL CHALLENGES$1,000
QUANTUM HOUSE 65-0898326
987 45TH STWEST PALM BEACHFL33407PCSUPPORT FOR FAMILIES OF CHILDREN WHO ARE BEING TREATED AT NEARBY COMMUNITY MEDICAL CENTERS$5,000
RONALD MCDONALD HOUSE 13-2933654
405 EAST 73RD STREETNEW YORKNY10021PCSUPPORT FOR FAMILIES AS THEIR CHILDREN BATTLE TERMINAL ILLNESSES$15,000
TUESDAYS CHILDREN 52-2347446
390 PLANDOME RDMANHASSETNY11030PCSUPPORT FOR CHILDREN AFFECTED BY SEPTEMBER 11, 2001$500
UNITED SERVICE ORGANIZATION 13-1610451
2111 WILSTON BLVE 1200ARLINGTONVA22201PCSUPPORT MILITARY SERVICE MEMBERS$3,500
PLACE OF HOPE PAL BEACH 65-0841384
9078 ISAIAH LANEPALM BEACHFL33418PCWORKS CLOSELY WITH FLORIDA FISH & WILDLIFE CONSERVATION COMMISSION TO PROTECT ANIMALS, PLANTS LAND AND WATERS$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$217,100TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,166ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm-$77,175UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$91,567ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$77,175UnrelatedBusinessTaxblIncmAmt
Exclusion$154,733ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$77,558TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES
4INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOFFICE SPACE 425 FIFTH AVE., UNIT 50BPropertyDesc
Acquired2022-12-23AcquiredDt
Cost Or Other Basis$1,840,957CostOrOtherBasisAmt
Prior Year Depreciation$96,378PriorYearDepreciationAmt
Computation MethodSLComputationMethodTxt
Life39.000000000000LifeRt
Current Year Expense$47,204CurrentYearExpenseAmt
Net Investment Income$47,204NetInvestmentIncomeAmt
Adjusted Net Income$47,204AdjustedNetIncomeAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE SPACE 425 FIFTH AVE., UNIT 50BCategoryOrItemTxt
Cost Or Other Basis$1,840,957CostOrOtherBasisAmt
Accumulated Depreciation$143,582AccumulatedDepreciationAmt
Book Value$1,697,375BookValueAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH INVESTMENTS 3538FMV$126,094$126,094
MERRILL LYNCH INVESTMENTS 3543FMV$1,930,856$1,930,856

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BROKERAGE AND INVESTMENT ADMIN FEES$23,237$0$0$0
MAINTENANCE$3,117$3,117$3,117$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescTO ADJUST BOOK VALUE OF INVESTMENTS FROM COST TO MARKET UNREALIZED LOSSDesc
Amt$191,884Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryADMINISTRATIVE FEESCategoryTxt
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$671$0$0$0
REAL ESTATE TAXES$22,259$22,259$22,259$0

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