S IRVING AND ANNE NEVARD SHERR FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- S IRVING AND ANNE NEVARD SHERR FOUNDATION INC (EIN 46-4070243)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-28
- IRS object ID
- 202431809349100213
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-28T12:51:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | 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 | 464070243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S IRVING & ANNE NEVARD SHERR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ORLOFF LOWENBACH ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRV | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WHIPPANY RD 100 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE SHERR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2024-06-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANNE | PersonFirstNm |
| Person Last | SHERR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
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 | $1,180,604 | 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 |
| Interest On Sav Rev And Expnss | $1,716 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,716 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $20,368 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,368 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $151,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $284,110 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,113 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $174,032 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,197 | 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 |
| Legal Fees Rev And Expnss | $1,283 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,283 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,850 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,033 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,033 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,846 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,846 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,012 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,879 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,133 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,833 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,833 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $244,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,879 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $233,966 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,813 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,395 | CashBOYAmt |
| Cash EOY | $1,391 | CashEOYAmt |
| Cash EOYFMV | $1,391 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,867 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $73,483 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $73,483 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $441,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $358,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $955,103 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $66,200 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $66,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $62,400 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $126,834 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $91,883 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,227 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,707 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $662,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $591,419 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,180,604 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $662,232 | RetainedEarningBOYAmt |
| Retained Earning EOY | $591,419 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $662,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $591,419 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $662,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $591,419 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $662,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,813 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $591,419 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $591,419 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 265 FREEPORT-MCMORAN INC CL B | P | 2023-05-05 | 2023-11-29 | $9,841 | $9,697 | $144 | $144 |
| 5 O'REILLY AUTOMOTIVE INC | P | 2022-11-11 | 2023-03-01 | $4,117 | $4,073 | $44 | $44 |
| 25 ABBVIE INC | D | 2013-01-04 | 2023-07-18 | $3,420 | $862 | $2,558 | $2,558 |
| 35 ABBVIE INC | D | 2013-01-04 | 2023-09-27 | $5,359 | $1,207 | $4,152 | $4,152 |
| 15 AIR PRODUCTS AND CHEMICALS INC | P | 2020-06-23 | 2023-07-18 | $4,496 | $3,595 | $901 | $901 |
| 100 ALPHABET INC CLASS C | P | 2014-11-26 | 2023-07-18 | $12,380 | $2,689 | $9,691 | $9,691 |
| 50 AMAZON.COM INC | P | 2019-12-17 | 2023-07-18 | $6,606 | $4,474 | $2,132 | $2,132 |
| 75 AMERICAN EXPRESS CO | P | 2018-03-28 | 2023-07-18 | $13,158 | $6,975 | $6,183 | $6,183 |
| 35 AMERICAN EXPRESS CO | P | 2018-03-28 | 2023-09-27 | $5,267 | $3,255 | $2,012 | $2,012 |
| 55 ANALOG DEVICES INC | D | 2010-08-30 | 2023-05-16 | $10,131 | $1,578 | $8,553 | $8,553 |
| 125 ANALOG DEVICES INC | D | 2010-08-30 | 2023-07-18 | $24,311 | $14,459 | $9,852 | $9,852 |
| 25 ANALOG DEVICES INC | D | 2010-08-30 | 2023-09-27 | $4,325 | $717 | $3,608 | $3,608 |
| 60 APPLE INC | D | 2013-01-28 | 2023-05-16 | $10,337 | $966 | $9,371 | $9,371 |
| 175 APPLE INC | D | 2013-01-28 | 2023-07-18 | $33,840 | $2,818 | $31,022 | $31,022 |
| 114.515 ARTISAN SMALL CAP FUND | P | 2019-12-18 | 2023-07-18 | $4,000 | $3,951 | $49 | $49 |
| 10 BROADCOM INC | P | 2014-11-26 | 2023-07-18 | $9,055 | $931 | $8,124 | $8,124 |
| 130 DEVON ENERGY CORP | P | 2021-08-19 | 2023-07-11 | $6,581 | $3,232 | $3,349 | $3,349 |
| 20 LAM RESEARCH CORP | P | 2016-05-03 | 2023-05-16 | $11,262 | $1,516 | $9,746 | $9,746 |
| 15 LAM RESEARCH CORP | P | 2016-05-03 | 2023-07-18 | $9,792 | $1,137 | $8,655 | $8,655 |
| 100 MOSAIC CO/THE | P | 2022-05-11 | 2023-07-18 | $3,731 | $5,998 | -$2,267 | -$2,267 |
| 40 NIKE INC CL B | D | 2012-12-31 | 2023-03-08 | $4,797 | $1,021 | $3,776 | $3,776 |
| 60 NIKE INC CL B | D | 2012-12-31 | 2023-07-18 | $6,575 | $1,531 | $5,044 | $5,044 |
| 45 STARBUCKS CORP | P | 2016-08-17 | 2023-03-01 | $4,598 | $2,514 | $2,084 | $2,084 |
| 20 STRYKER CORP | P | 2012-05-21 | 2023-05-16 | $5,721 | $1,020 | $4,701 | $4,701 |
| 50 STRYKER CORP | P | 2012-05-21 | 2023-07-18 | $14,815 | $13,601 | $1,214 | $1,214 |
| 65 UNION PACIFIC CORP | P | 2015-12-31 | 2023-07-18 | $13,764 | $5,115 | $8,649 | $8,649 |
| 85 UNION PACIFIC CORP | P | 2015-12-31 | 2023-09-27 | $17,194 | $6,689 | $10,505 | $10,505 |
| 15 UNITEDHEALTH GROUP INC | P | 2019-02-22 | 2023-05-16 | $7,234 | $4,013 | $3,221 | $3,221 |
| 25 UNITEDHEALTH GROUP INC | P | 2019-02-22 | 2023-07-18 | $12,375 | $6,688 | $5,687 | $5,687 |
| 10 UNITEDHEALTH GROUP INC | P | 2019-02-22 | 2023-09-27 | $5,028 | $2,675 | $2,353 | $2,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,113 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,451 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,451 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,715 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,715 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,264 | OverpaymentAmt |
| Applied To ES Tax | $4,264 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ORLOFF LOWENBACH ET AL | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 WHIPPANY RD NO 100 | AddressLine1Txt |
| City | MORRISTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07960 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE SHERR | ||||||||
| C/O 44 WHIPPANY RD SUITE 100 | MORRISTOWN | NJ | 07960 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBERT S SHERR | ||||||||
| 561 EAST SADDLE RIVER ROAD | UPPER SADDLE RIVER | NJ | 07458 | VICE PRESIDENT | 0.05 | $0 | $0 | $0 |
| JOEL D SIEGEL ESQ | ||||||||
| 44 WHIPPANY RD SUITE 100 | MORRISTOWN | NJ | 07960 | SECRETARY AND TREASURER | 0.25 | $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 |
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 | $1,127,820 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,093 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,173,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,173,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,609 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,156,304 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,451 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,451 | TotalTaxAmt |
| Distributable Before Adj | $55,364 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $55,364 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $55,364 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $233,966 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $233,966 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,364 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $105,342 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $114,868 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $154,084 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $186,146 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $177,298 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $737,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $233,966 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $55,364 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $178,602 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $916,340 | 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 | $105,342 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $810,998 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $114,868 | ExcessFromYear4Amt |
| Excess From Year3 | $154,084 | ExcessFromYear3Amt |
| Excess From Year2 | $186,146 | ExcessFromYear2Amt |
| Excess From Year1 | $177,298 | ExcessFromYear1Amt |
| Excess From Current Year | $178,602 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE SHERR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHER BIG SISTER | |||||||
| 500 BROAD STREET 2ND FLOOR | NEWARK | NJ | 07012 | NONE | 501 C(3) | SUPPORT POSITIVE RELATIONSHIPS THAT HAVE A DIRECT AND LASTING EFFECT ON THE LIVES OF YOUNG PEOPLE | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 5892 | HICKSVILLE | NY | 11802 | NONE | 501 C(3) | TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES OVER 48,000 YOUNG JEWISH ADULTS ANN | $5,000 |
| B'NAI B'RITH INTERNATIONAL | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532178091 | NONE | 501 C(3) | DEDICATED TO IMPROVING QUALITY OF LIFE FOR PEOPLE AROUND THE GLOBE | $5,000 |
| BRADY CENTER TO PREVENT GUN VIOLENCE | |||||||
| 840 FIRST ST NE 400 | WASHINGTON | DC | 20002 | NONE | 501 C(3) | A COMPREHENSIVE APPROACH TO PREVENTING GUN VIOLENCE | $5,000 |
| CARING KIND | |||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501 C(3) | NYC LEADING EXPERT ON ALZHEIMERS AND DEMENTIA CAREGIVING | $10,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | 501 C(3) | SERVES SERIOUSLY ILL PEOPLE AND THEIR FAMILIES DURING THE PROCESS OF DYING AND GRIEVING | $10,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | 501 C(3) | TO PROVIDE SUPPORT FOR ADULTS AND CHILDREN WITH CANCER WITH THE BEST TREATMENT AVAILABLE | $7,000 |
| GLASSROOTS INC | |||||||
| 10 BLEEKER STREET | NEWARK | NJ | 07102 | NONE | 501 C(3) | TO SUPPORT COMMUNITY BASED ARTS EDUCATION | $12,000 |
| HILLEL INTERNATIONAL | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | NONE | 501 C(3) | SUPPORTS THOUSANDS OF JEWISH STUDENTS ON MORE THAN 550 CAMPUSES | $5,000 |
| LITTLE KIDS ROCK | |||||||
| 271 GROVE AVE BLDG E2 | VERONA | NJ | 07044 | NONE | 501 C(3) | TRANSFORMS LIVES BY RESTORING, EXPANDING, AND INNOVATING MUSIC EDUCATION IN OUR SCHOOLS. A NATIONAL MOVEMENT THAT BRINGS INNOVATIVE AND INCLUSIVE MUSIC EDUCATION TO STUDENTS. | $7,000 |
| MEALS OF SARASOTA INC | |||||||
| PO BOX 178 | SARASOTA | FL | 34230 | NONE | 501 C(3) | DELIVERS NUTRITIOUS MEALS TO PERSONS IN NEED IN THE SARASOTA COMMUNITY WHO ARE UNABLE TO PROVIDE OR | $5,000 |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 5141 BROADWAY | NEW YORK | NY | 10034 | NONE | 501 C(3) | THE NATION'S MOST COMPREHENSIVE, INTEGRATED ACADEMIC HEALTH CARE DELIVERY SYSTEMS, DEDICATED TO PROVIDING THE HIGHEST QUALITY, MOST COMPASSIONATE CARE AND SERVICE TO PATIENTS | $33,333 |
| NY HOLOCAUST MUSEUM | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | 501 C(3) | MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 1223 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | NONE | 501 C(3) | TO ACTIVELY PROMOTE FAMILY PLANNING AND HEALTHY RESPONSIBLE REPRODUCTIVE AND SEXUAL BEHAVIOR THROUGH | $20,000 |
| SIERRA CLUB FOUNDATION GRAND CANYON NATIONAL MONUMENT | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | 501 C(3) | PROMOTES CLIMATE SOLUTIONS, CONSERVATION & MOVEMENT BUILDING THROUGH STRATEGIC PHILANTHROPHY | $5,000 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | 501 C(3) | DEDICATED TO FIGHTING HATE AND BIGOTRY AND TO SEEKING JUSTICE FOR THE MOST VULNERABLE MEMBERS OF OUR SOCIETY. | $2,500 |
| SPECIAL OLYMPICS | |||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | NONE | 501 C(3) | TO PROVIDE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES, GIVING THEM CONTINUING OPPORTUNITIES TO DEVELOPE PHYSICAL FITNESS, DEMONSTRATE COURAGE, EXPERIENCE JOY AND PARTICIPATE IN A SHARING OF GIFTS, SKILLS AND FRIENDSHIP WITH THEIR FAMILIES, OTHER SPECIAL OLYMPIC ATHLETES AND THE COMMUNITY. | $5,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | 501 C(3) | LOW INCOME COMMUNITIES EXPERIENCE OUTDOOR SUMMER ADVENTURES | $5,000 |
| THE OPEN EYE THEATER | |||||||
| 960 MAIN STREET | MARGARETVILLE | NY | 12455 | NONE | 501 C(3) | CREATES ORIGINAL IMAGE-DRIVEN THEATER, ANIMATING THE INANIMATE ON AN INTIMATE SCALE, AND BUILDS COMMUNITY BY ADVANCING ADVENTUROUS, ARTIST-DRIVEN PROGRAMMING. | $10,000 |
| WEDU TAMPA | |||||||
| 1300 NORTH BOULEVARD | TAMPA | FL | 336075699 | NONE | 501 C(3) | TO SERVE THE PUBLIC GOOD AND TO AID IN THE CREATION OF AN INFORMED CITIZENRY. | $10,000 |
| WIOX 913 COMMUNITY RADIO | |||||||
| PO BOX 100 | ROXBURY | NY | 12474 | NONE | 501 C(3) | PUBLIC RADIO STATION OFFERS ITS COMMUNITIES THE OPPORTUNITY TO HAVE THEIR VOICES HEARD ON THE AIR | $7,000 |
| WNET | |||||||
| 825 EIGHTH AVENUE | NEW YORK | NY | 10019 | NONE | 501 C(3) | TO USE THE POWER OF MEDIA TO EDUCATE, INFORM, ENTERTAIN AND INSPIRE AUDIENCES EVERYWHERE. | $40,000 |
| AUTISM SPEAKS | |||||||
| PO BOX 37148 | BOONE | IA | 50037 | NONE | 501 C(3) | TO ACHIEVE A WORLD WHERE ALL PEOPLE WITH AUTISM, ACROSS THE SPECTRUM AND THROUGHOUT THEIR LIFESPAN, CAN REACH THEIR FULL POTENTIAL. | $1,000 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | 501 C(3) | CARING FOR JEWS EVERYWHERE AND NEW YORKERS FROM ALL BACKGROUNDS, RESPONDING TO CRISES CLOSE TO HOME AND FAR AWAY, AND SHAPING JEWISH FUTURE. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,833 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,716 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,368 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $151,948 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $174,032 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $174,032 | TotalIncomeProducingActyAmt |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,850 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FLORIDA ATTORNEY GENERAL DOES NOT REQUIRE FORM 990-PF TO BE FILED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ISHARES INTERMEDIATE CREDIT BOND ETF | BondNm |
| EOY Book Value | $66,200 | EOYBookValueAmt |
| EOYFMV | $62,400 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $8,278 | $37,193 |
| AIR PRODUCTS & CHEMICALS INC | $14,379 | $16,428 |
| ALPHABET INC CLASS C | $10,756 | $56,372 |
| AMAZON | $17,450 | $29,628 |
| AMERICAN EXPRESS CO | $8,370 | $16,861 |
| ANALOG DEVICES | $3,873 | $26,806 |
| APPLE INC | $9,583 | $114,555 |
| ARTISAN SMALL CAP | $26,049 | $25,166 |
| ASTRAZENECA PLC | $20,439 | $33,675 |
| BLACKROCK INC | $16,381 | $40,590 |
| BROADCOM LTD | $3,723 | $44,650 |
| CONOCOPHILLIPS | $11,045 | $11,607 |
| CVS HEALTH CORP | $4,545 | $3,948 |
| ELECTRONIC ARTS | $6,668 | $10,945 |
| FRANKLIN INTERNATIONAL GROWTH FUND | $21,815 | $31,885 |
| HONEYWELL INTERNATIONAL | $35,328 | $41,942 |
| LAM RESEARCH CORP | $4,926 | $50,912 |
| MASTERCARD INC-CLASS A | $7,079 | $38,386 |
| MICROSOFT CORP | $10,298 | $75,208 |
| MONDELEZ INTERNATIONAL INC | $2,662 | $36,215 |
| NIKE INC | $2,552 | $10,857 |
| O'REILLY AUTOMOTIVE CO | $6,411 | $9,501 |
| PEPSICO INC | $10,059 | $16,984 |
| STARBUCKS CORP | $14,247 | $24,483 |
| STRYKER CORP | $6,627 | $38,930 |
| TEXAS INSTRUMENTS INC | $12,323 | $19,603 |
| UNITED HEALTH GROUP | $23,106 | $52,647 |
| AMERICAN ELECTRIC POWER CO INC | $9,368 | $8,122 |
| ISHARES CORE S&P SMALL-CAP | $26,224 | $27,063 |
| WALMART INC | $3,898 | $3,941 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DONATED STOCK: FAIR MARKET VALUE OVER DONOR'S COST | FMV | $17,149 | $17,149 |
| FRANKLIN SHORT DURATION | FMV | $74,734 | $71,078 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,283 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,283 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $6,846 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,846 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $33 | $33 | $0 |
| EXCISE TAX | $4,000 | $4,000 | $0 |