GENDAL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GENDAL FAMILY CHARITABLE FOUNDATION (EIN 65-6157310)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-19
- IRS object ID
- 202441719349100424
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-19T16:08:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341900735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM OF FLORIDA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2255 GLADES ROAD SUITE 321A | 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 | 656157310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GENDAL FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID GENDAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEND | BusinessNameControlTxt |
| Phone | 5614884174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18669 LONG LAKE DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GENDAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5614884174 | PhoneNum |
| Signature | 2024-06-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | GENDAL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A KATZMAN | PreparerPersonNm |
| PTIN | P00033289 | PTIN |
| Phone | 5619945050 | PhoneNum |
| Preparation | 2024-06-17 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $2,387,948 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $130,755 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $130,755 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$646,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,620,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $82,217 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$937 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$433,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $129,818 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $406 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,744 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,744 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,775 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,625 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $121,180 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $121,180 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $138,968 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,775 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $123,805 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$572,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $23,321 | CashBOYAmt |
| Cash EOY | $31,162 | CashEOYAmt |
| Cash EOYFMV | $31,162 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $74,499 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,874 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,874 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,745 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $276,469 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $258,313 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,546,618 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,468,087 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,514,131 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,166,555 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $299,688 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $299,654 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $171,560 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $163,814 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,940,738 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,367,840 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,387,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,940,738 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,367,840 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,940,738 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,840 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,940,738 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,367,840 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,940,738 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$572,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,236 | OtherIncreasesAmt |
| Subtotal | $2,369,771 | SubtotalAmt |
| Other Decreases | $1,931 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,367,840 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $39,857 | $53,868 | -$14,011 | -$14,011 | |
| PUBLICLY TRADED SECURITIES | $535,014 | $652,888 | -$117,874 | -$117,874 | |
| PUBLICLY TRADED SECURITIES | $73,027 | $75,045 | -$2,018 | -$2,018 | |
| PUBLICLY TRADED SECURITIES | $454,959 | $460,190 | -$5,231 | -$5,231 | |
| PUBLICLY TRADED SECURITIES | $451,250 | $679,508 | -$228,258 | -$228,258 | |
| PUBLICLY TRADED SECURITIES | $1,066,206 | $1,345,488 | -$279,282 | -$279,282 | |
| CAPITAL GAINS DIVIDENDS | $467 | $467 | $467 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$646,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,613 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,613 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,876 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $263 | OverpaymentAmt |
| Applied To ES Tax | $263 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CO DAVID GENDAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5614884174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18669 LONG LAKE DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| DAVID GENDAL | ||||||||
| 18669 LONG LAKE DRIVE | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN GENDAL | ||||||||
| 18669 LONG LAKE DRIVE | BOCA RATON | FL | 33496 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PHYLLIS GENDAL | ||||||||
| 4740 S OCEAN BOULEVARD SUITE 705 | HIGHLAND BEACH | FL | 334875372 | TRUSTEE | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BASED ON THE RECOMMENDATION(S) OF THE TRUSTEES, THE FOUNDATION MAKES DIRECT CASH CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO MAKE SUFFICIENT CONTRIBUTIONS TO EXPEND ALL INVESTMENT INCOME RECEIVED DURING THE YEAR. | Description1Txt |
| Expenses1 | $123,805 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,126,044 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $199,776 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $90,623 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,416,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,416,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,247 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,380,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,010 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,010 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,613 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $374 | IncomeTaxAmt |
| Total Tax | $1,987 | TotalTaxAmt |
| Distributable Before Adj | $117,023 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $117,023 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $117,023 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $123,805 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $123,805 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $117,023 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $9,589 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $1,439 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,315 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,343 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $123,805 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,023 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,782 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $26,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $26,125 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,589 | ExcessFromYear4Amt |
| Excess From Year2 | $1,439 | ExcessFromYear2Amt |
| Excess From Year1 | $8,315 | ExcessFromYear1Amt |
| Excess From Current Year | $6,782 | 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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL MEDICAL CTR | |||||||
| 510 EAST 62ND ST | NEW YORK | NY | 10065 | NONE | PC | AMC TO RESCUE & CANCER INITATIVE | $10,000 |
| BAPIST HEALTH BOCA RATON REGIONAL HOSPITAL | |||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | NONE | PC | GENERAL USE | $10,000 |
| B'NAI TORAH CONGREGATION | |||||||
| 6261 SW 18TH STREET | BOCA RATON | FL | 33433 | NONE | PC | KOL NIDRE PLEDGE; DISCRETIONARY FUND | $12,480 |
| FAMILY PROMISE OF SOUTH PALM BEACH | |||||||
| 840 GEORGE BUSH BLVD | DELRAY BEACH | FL | 33483 | NONE | PC | FRIENDS OF THE FAMILY | $5,000 |
| FISHER HOUSE FOUNDATION | |||||||
| 12300 TWINBROOK PARKWAY | ROCKVILLE | MD | 20852 | NONE | PC | FISHER HOUSE @ WEST PALM BEACH VA MEDICAL CENTER | $5,000 |
| HADASSAH WOMEN'S ZOA INC | |||||||
| 1325 S CONGRESS AVENUE STE 209 | BOYNTON BEACH | FL | 33484 | NONE | PC | THE GENDAL FAMILY YOUNG RESEARCH AWARD | $5,000 |
| JACK THE BIKE MAN INC | |||||||
| 2406 FLORIDA AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PC | GENERAL PURPOSE | $5,000 |
| JEWISH NATIONAL FUND | |||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | PC | JNF PARSONS WATER FUND | $5,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 885 SECOND AVENUE 8 FLOOR | NEW YORK | NY | 10017 | NONE | PC | HEREDITARY COLORECTAL - CANCER FAMILY REGISTRY | $10,000 |
| MT SINAI SCHOOL OF MEDICINE | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | NONE | PC | FACULITY CAREER DEVELOPMENT DEPT OF RADIOLOGY | $5,000 |
| THE PET COTTAGE | |||||||
| PO BOX 8395 | JUPITER | FL | 33468 | NONE | PC | GENERAL USE | $5,000 |
| THE WISDOM CIRCLE | |||||||
| 7232 VIA PALOMAR | BOCA RATON | FL | 33433 | NONE | PC | GENERAL USE | $3,600 |
| TREATMENT ACTION GROUP (TAG) | |||||||
| 90 BROAD ST STE 2503 | NEW YORK | NY | 10004 | NONE | PC | SCIENCE BASED TREATMENT ACTIVISM PROGRAMS | $5,000 |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SOUTH ANDREWS AVENUE | FT LAUDERDALE | FL | 33316 | NONE | PC | LOVE THY NEIGHBOR; BROWARD HOUSE; MISSION UNITED | $25,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PC | GENERAL USE | $10,000 |
| CHRISTOPHER & DANA REEVES FOUNDATION | |||||||
| 636 MORRIS TURNPICK STE 3A | SHORT HILLS | NJ | 07078 | NONE | PC | GENERAL USE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $121,180 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,755 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$646,207 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| THRU AUBURN | 532000 | -$796 | 01 | $80 |
| THRU PTP | 532000 | $1,020 | 01 | -$1,017 |
| ORD GAIN THRU PTP | 211100 | $82,930 | 01 | $0 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $83,154 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$516,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$433,235 | 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 | 11 | LineNumberTxt |
| Relationship Statement | ALL INCOME OR LOSS IS DERIVED FROM INVESTMENTS IN MARKETABLE SECURITIES. THE FOUNDATION USES THOSE INVESTMENTS TO GENERATE ADDITIONAL INCOME FOR MAKING ADDITIONAL CHARITABLE CONTRIBUTIONS, THEREBY FULFILLING THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,250 | Amt |
| Net Investment Income | $2,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY - CORPORATE BONDS | $0 | $25 |
| MORGAN STANLEY - CERTIFICATES OF DEPOSIT | $299,688 | $299,629 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,468,087 | EOYBookValueAmt |
| EOYFMV | $1,514,131 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $276,469 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $258,313 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AUBURN-MIDTOWN | AT COST | $100,000 | $84,152 |
| MORGAN STANLEY - MUTUAL FUNDS | AT COST | $71,560 | $79,662 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENTS | Desc |
| Amt | $1,931 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PUBLICLY TRADED PARTNERSHIPS - INVESTMENT EXPENSES FROM K-1 | $556 | $556 | $0 |
| ADVISORY FEES | $10,188 | $10,188 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| THRU AUBURN | -$716 | $80 | -$716 |
| THRU PTP | $3 | -$1,017 | $3 |
| ORD GAIN THRU PTP | $82,930 | $0 | $82,930 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DIVIDEND DISTRIBUTIONS | Desc |
| Amt | $1,236 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $1,388 | $0 | $0 |
| FOREIGN TAXES | $406 | $406 | $0 |