HARVEY AND PHYLLIS SANDLER FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY AND PHYLLIS SANDLER FOUNDATION INC (EIN 65-0452582)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-13
- IRS object ID
- 202421659349100302
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-13T02:23:49-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030481340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rubin & Associates CPA Firm PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW BOCA RATON BLVD SUITE 6 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650452582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Phyllis Sandler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 5617508299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW Boca Raton Blvd | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Rubin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5617508299 | PhoneNum |
| Signature | 2024-06-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Rubin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lucianne J Allaire EA | PreparerPersonNm |
| PTIN | P00647836 | PTIN |
| Phone | 5617508299 | PhoneNum |
| Preparation | 2024-06-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,926,847 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $438,934 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,491 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,491 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $387,150 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $445,425 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,641 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $289,169 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $289,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $822,255 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $822,255 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,111,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $822,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$665,999 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $393,641 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $243,969 | CashBOYAmt |
| Cash EOY | $277,970 | CashEOYAmt |
| Cash EOYFMV | $277,970 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,380,302 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,067,454 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,952,684 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,696,193 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,624,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,345,424 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,926,847 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,624,271 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,345,424 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,624,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,424 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,624,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,345,424 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,624,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$665,999 | ExcessRevenueOverExpensesAmt |
| Other Increases | $387,152 | OtherIncreasesAmt |
| Subtotal | $1,345,424 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,345,424 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | ||||
| $250,000 | $0 | $48,784 | $201,216 | $0 | $0 | $0 | $201,216 | Sandler Plus | D | 2022-01-01 | 2023-07-01 |
| $450,000 | $0 | $264,066 | $185,934 | $0 | $0 | $0 | $185,934 | Masters | P | 2022-01-01 | 2023-07-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $387,150 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,472 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,472 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,472 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,770 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $830 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,600 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,600 | OriginalReturnOverpaymentAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $23 | EsPenaltyAmt |
| Overpayment | $105 | OverpaymentAmt |
| Applied To ES Tax | $105 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Gary Rubin | IndividualWithBooksNm |
| Phone | 5617508299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW Boca Raton Blvd Ste 2 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Robin Rubin | ||||||||
| 2080 NW Boca Raton Bvd Ste 2 | Boca Raton | FL | 33431 | Director/ Pres | 10.00 | $0 | $0 | $0 |
| Amy Ross | ||||||||
| 2080 NW Boca Raton Blvd Ste 2 | Boca Raton | FL | 33431 | Director/ VP | 10.00 | $0 | $0 | $0 |
| Gary Rubin | ||||||||
| 2080 NW Boca Raton Blvd Ste 2 | Boca Raton | FL | 33431 | Director/ SecTr | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $440,225 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,228,505 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,668,730 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,668,730 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,031 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,628,699 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,435 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,435 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,472 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,472 | TotalTaxAmt |
| Distributable Before Adj | $125,963 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $125,963 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $125,963 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $822,255 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $822,255 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $649,117 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $2,421,450 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,976,415 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $649,117 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,046,982 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $822,255 | QualifyingDistributionsAmt |
| Applied To Year1 | $649,117 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $173,138 | RemainingDistriFromCorpusAmt |
| Total Corpus | $5,220,120 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $125,963 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,421,450 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,798,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,976,415 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $649,117 | ExcessFromYear1Amt |
| Excess From Current Year | $173,138 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adolph & Rose Levis JCC | ||||||
| 9801 Donna Klein Blvd | Boca Raton | FL | 33428 | 501(c)(3) | Charitable Purposes | $65,000 |
| Eat Better Love Better | ||||||
| 5737 Barnhill Rd Dr | Jacksonville | FL | 32207 | 501 (c) (3) | charitable purpose | $750 |
| Boca Raton Regional Hospital | ||||||
| 745b Meadows Road | Boca Raton | FL | 33486 | 501 (c) (3) | charitable purpose | $88,830 |
| Joe Dimaggio Children's Hospital | ||||||
| 3329 Johnson St | Hollywood | FL | 33021 | 501 (c) (3) | charitable purposes | $36,680 |
| FAU Foundation | ||||||
| 777 Glade Rd | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purposes | $440,000 |
| Hands of Tzedakeh | ||||||
| 2901 Clint Moore Rd 318 | Boca Raton | FL | 33496 | 501 (c) (3) | charitable purposes | $15,000 |
| National Jewish Health | ||||||
| 1400 Jackson St | Denver | CO | 80206 | 501 (c) (3) | charitable purposes | $870 |
| JAFCO | ||||||
| 4200 N University Dr | Fort Lauderdale | FL | 33351 | 501 (c) (3) | charitable purposes | $7,200 |
| Jewish Federation of SPB | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $118,000 |
| Morgan Pressel Foundation | ||||||
| PO Box 48057 | Delray Beach | FL | 33448 | 501 (c) (3) | charitable purposes | $2,500 |
| Ruth Rales Jewish Family Service | ||||||
| 21300 Ruth Baron Coleman Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $40,000 |
| JARC | ||||||
| 21160 95 Ave South | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purpose | $1,000 |
| Friends of the Israel Defence Force | ||||||
| PO Box 4224 | New York | NY | 10163 | 501 (c) (3) | charitable purpose | $675 |
| The Charlie Foundation | ||||||
| 515 Ocean Ave 602N | Santa Monica | CA | 90402 | 501 (c) (3) | charitable purpose | $1,000 |
| Top Gun Fighter Foundation | ||||||
| 2960 NE 207 St | Miami | FL | 33180 | 501 (c) (3) | charitable purpose | $3,750 |
| US Holocaust Memorial | ||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | 501 (c) (3) | charitable purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $822,255 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,491 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $387,150 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $393,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $393,641 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | na | LineNumberTxt |
| Relationship Statement | na | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eminence Fund Ltd. | $30,063 | $536,793 |
| Sandler Offshore Fund | $95,276 | $485,817 |
| Other Securities | $394,346 | $0 |
| Masters Research Partners LP | $547,769 | $930,074 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AIG Ins. Policy - Cash Value | $0 | $0 | $644,958 |
| John Hanacock Ins. Policy - Cash Value | $0 | $0 | $1,051,235 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Insurance | $289,107 |
| Bank Service Charges | |
| Florida Annual Report | $62 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Income | Desc |
| Amt | $387,152 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investment Income | CategoryTxt |
Comments