MARTIN G YOUNGSTROM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
MARTIN G YOUNGSTROM CHARITABLE FOUNDATION INC (EIN 11-3667938)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-04-24
IRS object ID
202441159349101639
Schema version
2023v5.0
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)
Return2024-04-24T15:15:02-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650107049PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KOFSKY WEINGER PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113667938EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARTIN G YOUNGSTROM CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARTBusinessNameControlTxt
Phone9549858319PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A KOFSKYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone9549858319PhoneNum
Signature2024-04-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDAVIDPersonFirstNm
Person LastKOFSKYPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDAVID KOFSKYPreparerPersonNm
PTINP00046253PTIN
Phone9549858319PhoneNum
Preparation2024-04-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$630,402FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,088InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,088InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,254DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,254DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$17,192NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$321,463GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$17,192CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$28,534TotalRevAndExpnssAmt
Total Net Invst Incm$28,534TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$25,200CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$12,600CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,600CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$14,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$14,175AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$10,257OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$10,257OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$755TaxesRevAndExpnssAmt
Taxes Net Invst Incm$755TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$92OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$92OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$50,479TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$37,879TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,600TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,060ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,060ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$72,539TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$37,879TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$34,660TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$44,005ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$6CashBOYAmt
Sav And Temp Cash Invst BOY$25,213SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$17,146SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$17,146SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$59,357USGovernmentObligationsBOYAmt
US Government Obligations EOY$43,155USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$43,155USGovtObligationsEOYFMVAmt
Corporate Stock BOY$434,792CorporateStockBOYAmt
Corporate Stock EOY$460,365CorporateStockEOYAmt
Corporate Stock EOYFMV$460,365CorporateStockEOYFMVAmt
Corporate Bonds BOY$48,618CorporateBondsBOYAmt
Corporate Bonds EOY$57,625CorporateBondsEOYAmt
Corporate Bonds EOYFMV$57,625CorporateBondsEOYFMVAmt
Other Investments BOY$40,083OtherInvestmentsBOYAmt
Other Investments EOY$52,111OtherInvestmentsEOYAmt
Other Investments EOYFMV$52,111OtherInvestmentsEOYFMVAmt
Total Assets BOY$608,069TotalAssetsBOYAmt
Total Assets EOY$630,402TotalAssetsEOYAmt
Total Assets EOYFMV$630,402TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$608,069RetainedEarningBOYAmt
Retained Earning EOY$630,402RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$608,069TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$630,402TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$608,069TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$630,402TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$608,069TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$44,005ExcessRevenueOverExpensesAmt
Other Increases$66,338OtherIncreasesAmt
Subtotal$630,402SubtotalAmt
Tot Net Ast Or Fund Balances EOY$630,402TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (521 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
00287Y109P2020-11-202023-02-10$153$101$52$52
046353108P2021-09-162023-02-10$137$113$24$24
12572Q105P2020-06-052023-02-06$697$772-$75-$75
277432100P2022-01-062023-05-18$247$368-$121-$121
191216100P2017-11-172023-02-10$239$182$57$57
609207105P2021-01-292023-02-10$327$278$49$49
594918104P2013-02-012023-11-29$379$28$351$351
742718109P2018-11-052023-02-10$275$182$93$93
75513E101P2021-02-232023-05-18$288$221$67$67
87612E106P2020-07-152023-02-10$342$245$97$97
907818108P2021-10-212023-11-14$216$231-$15-$15
020002101P2022-09-192023-09-11$1,070$1,316-$246-$246
372460105P2023-04-062023-11-30$663$812-$149-$149
969457100P2022-10-212023-02-10$158$156$2$2
038222105P2020-12-032023-09-22$137$86$51$51
075887109P2020-12-032023-07-24$285$234$51$51
13646K108P2022-01-252023-07-27$169$147$22$22
337738108P2022-01-062023-02-02$650$657-$7-$7
G54950103P2020-12-032023-11-16$815$495$320$320
594918104P2013-02-012023-08-23$328$28$300$300
742718109P2021-02-042023-10-23$149$129$20$20
92338C103P2020-12-032023-10-03$311$312-$1-$1
060505104P2022-10-062023-07-27$65$63$2$2
68389X105P2022-08-292023-06-30$120$75$45$45
023135106P2020-12-102023-03-31$412$623-$211-$211
02079K305P2020-12-102023-12-04$387$265$122$122
594918104P2020-12-102023-03-31$286$211$75$75
70450Y103P2022-03-212023-03-31$75$115-$40-$40
88160R101P2022-03-292023-03-31$825$1,460-$635-$635
9128282Y5P2022-03-152023-12-11$976$1,001-$25-$25
912828YS3P2020-10-282023-01-18$1,804$2,141-$337-$337
3138EMNQ0P2014-02-112023-02-08$289$313-$24-$24
9128285M8P2022-05-162023-02-15$1,908$2,024-$116-$116
12503MAA6P2023-03-292023-11-16$1,911$1,929-$18-$18
3140JAB6P$171$171
00287Y109P2020-11-202023-07-26$142$101$41$41
046353108P2021-09-162023-07-26$138$113$25$25
12572Q105P2021-01-062023-02-06$2,788$3,099-$311-$311
G29183103P2020-11-052023-02-10$169$110$59$59
191216100P2017-11-172023-05-18$441$319$122$122
609207105P2021-09-212023-05-18$385$301$84$84
594918104P2013-02-012023-05-18$633$56$577$577
742718109P2018-11-052023-06-08$729$455$274$274
75513E101P2021-04-072023-09-11$537$542-$5-$5
87612E106P2022-03-182023-07-26$268$448-$180-$180
907818108P2021-01-082023-03-24$370$440-$70-$70
020002101P2022-03-282023-01-23$505$564-$59-$59
372460105P2023-04-132023-12-01$799$982-$183-$183
969457100P2022-10-212023-07-26$238$218$20$20
038222105P2020-12-032023-11-22$150$86$64$64
075887109P2020-12-032023-11-22$236$234$2$2
13646K108P2021-07-092023-05-15$239$206$33$33
337738108P2022-01-062023-02-17$692$657$35$35
G54950103P2020-12-032023-07-24$384$247$137$137
594918104P2013-02-012023-11-10$369$28$341$341
742718109P2011-10-112023-07-20$449$194$255$255
92338C103P2020-12-032023-10-09
060505104P2022-10-062023-09-22$112$127-$15-$15
68389X105P2022-08-292023-07-27$116$75$41$41
023135106P2020-12-102023-12-04$722$778-$56-$56
452327109P2020-12-102023-03-31$228$347-$119-$119
594918104P2020-12-102023-12-04$731$423$308$308
70450Y103P2022-03-212023-12-04$60$115-$55-$55
92826C839P2022-01-052023-03-31$224$221$3$3
9128282Y5P2022-03-152023-12-12$976$1,001-$25-$25
91282CDJ7P2022-01-042023-08-02$811$973-$162-$162
00206RHW5P2020-05-282023-11-30$2,887$3,136-$249-$249
9128285M8P2022-04-292023-02-14$1,910$2,016-$106-$106
666807BN1P2023-02-152023-11-07$1,845$1,859-$14-$14
3140X6M73P$228$228
00287Y109P2021-03-112023-11-14$140$108$32$32
046353108P2021-09-162023-02-10$207$170$37$37
17275R102P2015-03-312023-08-15$107$55$52$52
G29183103P2020-11-052023-02-10$341$220$121$121
191216100P2017-11-172023-06-08$422$319$103$103
609207105P2021-01-292023-03-07$710$610$100$100
594918104P2013-02-012023-10-31$674$56$618$618
742718109P2018-11-052023-02-06$1,131$728$403$403
75513E101P2021-02-192023-03-07$987$739$248$248
87612E106P2022-03-182023-05-15$638$896-$258-$258
907818108P2015-04-172023-03-24$556$325$231$231
020002101P2022-06-172023-01-23$379$360$19$19
372460105P2023-03-302023-11-30$1,193$1,479-$286-$286
969457100P2022-10-212023-02-17$783$781$2$2
038222105P2020-12-032023-08-09$292$172$120$120
075887109P2020-12-032023-11-24$238$234$4$4
13646K108P2022-01-252023-05-15$249$220$29$29
337738108P2022-01-062023-03-13$848$875-$27-$27
57636Q104P2022-01-062023-05-15$382$370$12$12
594918104P2013-02-012023-11-22$377$28$349$349
742718109P2011-10-112023-06-28$599$258$341$341
92345Y106P2022-03-152023-06-22$228$190$38$38
060505104P2022-10-062023-07-24$161$158$3$3
771195104P2023-02-092023-11-22$33$39-$6-$6
097023105P2020-12-102023-03-31$424$470-$46-$46
452327109P2020-12-102023-12-04$225$694-$469-$469
64110L106P2022-02-082023-12-04$458$403$55$55
747525103P2020-12-102023-03-31$128$157-$29-$29
92826C839P2022-01-052023-12-04$767$664$103$103
9128282Y5P2022-03-162023-12-12$976$1,001-$25-$25
91282CDJ7P2022-01-042023-08-14$804$973-$169-$169
00507VAP4P2021-03-052023-10-19$1,531$1,832-$301-$301
912828U24P2022-05-052023-02-02$1,888$1,910-$22-$22
95000U2G7P2023-02-062023-05-10$1,749$1,759-$10-$10
3140X7WA3P$608$608
00287Y109P2020-11-202023-02-10$304$203$101$101
046353108P2021-09-162023-05-18$446$340$106$106
17275R102P2015-03-312023-02-10$236$138$98$98
G29183103P2020-11-052023-05-18$523$330$193$193
191216100P2017-11-172023-02-06$1,622$1,229$393$393
609207105P2021-09-212023-05-26$971$783$188$188
594918104P2013-02-012023-05-30$1,329$111$1,218$1,218
74340W103P2017-12-212023-02-10$255$127$128$128
75513E101P2021-05-122023-09-20$748$832-$84-$84
87612E106P2020-07-152023-02-28$2,207$1,592$615$615
911312106P2021-09-012023-02-10$185$197-$12-$12
020002101P2022-06-172023-05-18$236$240-$4-$4
38141G104P2023-09-112023-11-03$327$326$1$1
037833100P2020-12-032023-07-24$193$123$70$70
038222105P2020-12-032023-03-21$598$429$169$169
075887109P2021-04-142023-12-21$242$244-$2-$2
13646K108P2022-01-252023-06-28$236$220$16$16
375558103P2020-12-032023-08-23$77$61$16$16
57636Q104P2022-01-062023-06-30$391$370$21$21
594918104P2013-02-012023-05-01$615$56$559$559
808513105P2020-12-032023-01-12$1,004$612$392$392
92345Y106P2022-03-152023-06-30$226$190$36$36
79466L302P2022-11-212023-08-23$210$145$65$65
771195104P2023-02-092023-07-24$79$78$1$1
097023105P2020-12-102023-12-04$931$940-$9-$9
46120E602P2020-12-102023-12-04$313$254$59$59
67066G104P2020-12-102023-03-31$278$129$149$149
747525103P2020-12-102023-12-04$260$314-$54-$54
92532F100P2021-07-272023-01-13$300$201$99$99
9128282Y5P2022-02-152023-03-16$1,934$2,012-$78-$78
91282CDJ7P2021-12-102023-08-02$1,621$1,984-$363-$363
05526DBR5P2020-09-222023-11-16$1,724$2,000-$276-$276
91282CDQ1P2022-02-152023-02-13$1,800$1,937-$137-$137
3128MDVP5P$4$4
3140XLA99P$60$60
00287Y109P2020-11-202023-05-18$429$304$125$125
046353108P2021-09-162023-10-11$1,693$1,416$277$277
17275R102P2015-03-312023-05-18$334$193$141$141
G29183103P2020-11-052023-10-31$1,011$550$461$461
191216100P2017-11-172023-12-15$1,649$1,275$374$374
G5960L103P2019-06-072023-02-10$84$97-$13-$13
620076307P2022-05-202023-11-03$595$418$177$177
74340W103P2017-12-212023-07-26$257$127$130$130
75513E101P2021-02-232023-08-07$939$812$127$127
882508104P2019-08-072023-02-10$176$120$56$56
911312106P2021-09-012023-02-10$185$197-$12-$12
03027X100P2023-06-292023-11-03$192$192
46625H100P2023-02-062023-07-26$157$142$15$15
037833100P2020-12-032023-08-23$181$123$58$58
03027X100P2021-03-112023-07-21$184$210-$26-$26
075887109P2020-12-032023-09-11$536$467$69$69
13646K108P2022-01-252023-12-15$228$220$8$8
375558103P2020-12-032023-09-22$75$61$14$14
57636Q104P2022-01-062023-10-23$385$370$15$15
594918104P2013-02-012023-05-23$638$56$582$582
808513105P2020-12-032023-04-03$1,865$1,836$29$29
92345Y106P2022-03-042023-03-14$363$374-$11-$11
23331A109P2022-10-062023-03-27$1,148$884$264$264
771195104P2023-02-092023-08-23$149$155-$6-$6
01609W102P2022-01-052023-12-04$146$243-$97-$97
30303M102P2020-12-102023-05-01$238$275-$37-$37
67066G104P2020-12-102023-07-20$460$129$331$331
75886F107P2020-12-102023-12-04$810$481$329$329
92532F100P2021-07-272023-12-04$696$402$294$294
9128282Y5P2022-02-162023-03-24$1,947$2,013-$66-$66
91282CDJ7P2022-05-172023-08-14$1,612$1,736-$124-$124
12572QAJ4P2018-06-152023-01-19$1,979$2,005-$26-$26
91282CDQ1P2022-04-262023-02-23$1,787$1,866-$79-$79
3128MDYT4P$38$38
31417YWB9P$374$374
002824100P2014-01-142023-02-10$217$79$138$138
071813109P2022-01-062023-02-10$82$175-$93-$93
17275R102P2019-05-082023-08-15$747$751-$4-$4
G29183103P2020-11-052023-04-06$1,095$769$326$326
191216100P2020-10-092023-12-15$2,592$2,235$357$357
G5960L103P2019-06-072023-07-26$90$97-$7-$7
65339F101P2020-03-182023-02-10$225$169$56$56
74340W103P2017-12-212023-11-14$219$127$92$92
75513E101P2021-02-232023-09-11$920$886$34$34
882508104P2019-08-072023-02-10$176$120$56$56
911312106P2021-09-012023-03-24$185$197-$12-$12
071813109P2022-02-242023-02-13$404$848-$444-$444
46625H100P2023-02-062023-11-14$149$142$7$7
037833100P2020-12-032023-11-22$192$123$69$69
03027X100P2021-03-192023-07-21$368$448-$80-$80
075887109P2020-12-032023-10-11$519$467$52$52
13646K108P2022-11-222023-12-22$239$241-$2-$2
375558103P2020-12-032023-11-22$75$61$14$14
609207105P2020-12-032023-09-22$71$59$12$12
595112103P2020-12-032023-07-27$213$211$2$2
824348106P2022-01-252023-07-27$282$295-$13-$13
92345Y106P2022-03-112023-03-14$363$368-$5-$5
23331A109P2022-10-062023-07-24$128$74$54$54
771195104P2023-02-092023-06-30$191$194-$3-$3
79466L302P2020-12-102023-03-31$199$222-$23-$23
30303M102P2020-12-102023-05-31$262$275-$13-$13
67066G104P2020-12-102023-08-23$465$129$336$336
771195104P2020-12-102023-01-05$272$302-$30-$30
98138H101P2020-12-102023-12-04$271$220$51$51
9128282Y5P2022-02-172023-11-20$1,947$2,008-$61-$61
91282CED9P2022-04-182023-11-16$1,915$1,948-$33-$33
26442UAG9P2018-08-092023-07-20$1,891$2,001-$110-$110
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052769106P2022-01-052023-12-04$444$531-$87-$87
02079K305P2020-12-102023-03-31$307$265$42$42
61174X109P2022-01-052023-12-04$440$385$55$55
68389X105P2020-12-102023-12-04$697$356$341$341
88160R101P2022-03-292023-12-04$475$730-$255-$255
9128282Y5P2022-02-252023-12-11$976$1,003-$27-$27
912828YS3P2021-07-152023-08-29$868$1,034-$166-$166
3137FYZK5P2021-05-042023-12-04$1,775$2,060-$285-$285
9128285M8P2023-04-192023-10-12$1,857$1,940-$83-$83
06051GKP3P2023-02-022023-06-07$1,923$1,974-$51-$51
3138EPS70P$82$82
FieldValueIRS element (for citing)
Capital Gain Net Income$17,192CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$2,601NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID A KOFSKYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9549858319PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID A KOFSKYPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos10.00AverageHrsPerWkDevotedToPosRt
Compensation$25,200CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$599,238AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$15,782AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$615,020TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$615,020AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,225CashDeemedCharitableAmt
Net Vl Noncharitable Assets$605,795NetVlNoncharitableAssetsAmt
Minimum Investment Return$30,290MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$30,290MinimumInvestmentReturnAmt
Distributable Before Adj$30,290DistributableBeforeAdjAmt
Distributable Before Ded$30,290DistributableBeforeDedAmt
Distributable As Adjusted$30,290DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$34,660ExpensesAndContributionsAmt
Qualifying Distributions$34,660QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$30,290DistributableAsAdjustedAmt
Undistributed Income PY$7,972UndistributedIncomePYAmt
Excess Distribution Cyov Yr1$204ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$204TotalExcessDistributionCyovAmt
Qualifying Distributions$34,660QualifyingDistributionsAmt
Applied To Year1$7,972AppliedToYear1Amt
Applied To Current Year$26,688AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$204ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$204ExcessDistributionCyovAppCYAmt
Undistributed Income CY$3,398UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID KOFSKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14010 SHERIDAN STREETAddressLine1Txt
CityHOLLYWOODCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33021ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9549858319RecipientPhoneNum
Recipient Email AddressDKOFSKY@KOFSKYWEINGER.COMRecipientEmailAddressTxt
Form And Info And MaterialsLETTER DESCRIBING CHARITABLE NEED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONE.SubmissionDeadlinesTxt
Restrictions On AwardsMUST BE FOR THE BENEFIT OF CHILDREN OF BROWARD COUNTY OR FOR CHRISTIAN BROADCASTING.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ART AND CULTURE CENTER
1650 HARRISON STREETHOLLYWOODFL33020CHILDREN'S SERVICES$5,000
TEMPLE KOL AMI
8200 PETERS ROADPLANTATIONFL33324CHILDREN'S SERVICES$8,200
CENTER FOR AUTISM AND RELATED DISAB
5665 PONCE DE LEON BLVDCORAL GABLESFL33124CHILDREN'S SERVICES$2,500
DAVID POSNACK JCC
5850 S PINE ISLAND ROADSUNRISEFL33328CHILDREN'S SERVICES$3,500
PANCREATIC CANCER ACTION CENTER
1500 ROSECRANS AVENUEMANHATTAN BEACHCA90266CHILDRENS SERVICES$500SUITE 200
CRAIG'S PANTRY OUTREACH
7451 NW 4TH STPLANTATIONFL33317CHILDRENS SERVICES$500
IN JACOB'S SHOES
1809 S POWERLINE RD STEDEERFIELD BEACHFL33442CHILDRENS SERVICES$360
BROWARD HEALTH FOUNDATION CDTC
1700 NW 49TH STREET SUITFT LAUDERDALEFL33309CHILDRENS SERVICES$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,060TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$4,088RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,254RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$17,192RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$28,534RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,534TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
KOFSKY WEINGER PA$14,175$14,175
FMA CPA

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmt
31418EW71PURCHASE$69$69
31418EX70PURCHASE$51$51
380149AC8PURCHASE$1,102$1,102
98163LAC4PURCHASE$1,050$1,050

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORP BONDS 4449 (SEE DETAIL)BondNm
EOY Book Value$57,625EOYBookValueAmt
EOYFMV$57,625EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
STOCKS 5873 (SEE DETAIL)$168,614$168,614
REITS 5873 (SEE DETAIL)$9,704$9,704
STOCKS M436 (SEE DETAIL)$139,776$139,776
STOCKS FR408 (SEE DETAIL)$142,271$142,271
REITS FR408 (SEE DETAIL)

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$38,883USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$38,883USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$4,272StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$4,272StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMORT BACKED 4449 (SEE DETAIL)CategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$52,111BookValueAmt
EOYFMV$52,111EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT EXPENSE 4449$92$92

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMARKET ADJUSTMENTDesc
Amt$66,338Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
BROKER FEES 4449$1,913$1,913
BROKER FEES 5873$4,358$4,358
BROKER FEES M436$1,922$1,922
BROKER FEES FR408$2,064$2,064

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES & LICENSES$661$661
FOREIGN TAX M436$53$53
FOREIGN TAX FR408$41$41

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