ORMJMP FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ORMJMP FOUNDATION (EIN 84-3889532)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202443189349100049
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T08:27:18-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1177 AVENUE OF THE AMERICAS 18TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 843889532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORMJMP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ORMJ | BusinessNameControlTxt |
| Phone | 5615587224 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 NW 53RD ST SUITE 125 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT SINGER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5615587224 | PhoneNum |
| Signature | 2024-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| 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 | BRETT A LARSEN | PreparerPersonNm |
| PTIN | P01294523 | PTIN |
| Phone | 6462135100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $70,447,661 | 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 | $1,088,087 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $261,758 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $265,388 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,087 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,083,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,041,041 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,344,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,306,429 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $385,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $385,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,546 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $16,546 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $150,427 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,765 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,594 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $349 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $349 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $192 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $38,389 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $604,268 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,992 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $601,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,715,952 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,715,952 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,320,220 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,992 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,317,057 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,975,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,303,437 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $167,574 | CashBOYAmt |
| Cash EOY | $679,773 | CashEOYAmt |
| Cash EOYFMV | $679,773 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,709 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,709 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $6,980,128 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,503,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,558,036 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $56,000,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $65,201,143 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $63,167,574 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,192,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $70,447,661 | 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 | $63,167,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,192,112 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $63,167,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,192,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $63,167,574 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,192,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $63,167,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,975,462 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,192,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,192,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JPM #6005 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2020-11-27 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $1,083,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $41,959 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,041,041 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,041,041 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,041,041 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,118 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,118 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,118 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,508 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $36,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,508 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $710 | EsPenaltyAmt |
| Overpayment | $21,680 | OverpaymentAmt |
| Applied To ES Tax | $21,680 | 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 | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SCOTT SINGER | IndividualWithBooksNm |
| Phone | 5615587224 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 NW 53RD ST SUITE 125 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | 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 |
|---|---|---|---|---|---|---|---|---|
| ERIC MANDELBLATT | ||||||||
| 621 NW 53RD ST SUITE 125 | BOCA RATON | FL | 33487 | TREASURER | 1.00 | $0 | $0 | $0 |
| DANIELLE MANDELBLATT | ||||||||
| 621 NW 53RD ST SUITE 125 | BOCA RATON | FL | 33487 | VICE PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| SCOTT SINGER | ||||||||
| 621 NW 53RD ST SUITE 125 | BOCA RATON | FL | 33487 | PRESIDENT | 40.00 | $385,000 | $10,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGOS PUBLIC AFFAIRS LLC | |||||
| 4320 W KENNEDY BOULEVARD | TAMPA | FL | 33609 | CONSULTING | $97,427 |
| CW SPELLMAN CONSULTING LLC | |||||
| 11619 WHITE STURGEON COURT | JACKSONVILLE | FL | 32226 | CONSULTING | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,224,520 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $813,477 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $60,705,329 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $67,743,326 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $67,743,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,016,150 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $66,727,176 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,336,359 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,336,359 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,118 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,118 | TotalTaxAmt |
| Distributable Before Adj | $3,318,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,318,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,318,241 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,317,057 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,317,057 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,318,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,022,196 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,317,057 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,022,196 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,294,861 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,023,380 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ERIC MANDELBLATT | ContributingManagerNm |
| Contributing Manager | DANIELLE MANDELBLATT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| TIVKA CHILDRENS HOME | ||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | NONE | GENERAL | $250,000 |
| THE PHILANTHROPY ROUNDTABLE | ||||||
| 1120 20TH STREET NW SUITE 550 SOUTH | WASHINGTON | DC | 20036 | NONE | GENERAL | $50,000 |
| TIVKA CHILDRENS HOME | ||||||
| 8 HENDERSON DRIVE | WEST CALDWELL | NJ | 07006 | NONE | GENERAL | $100,000 |
| PROJECT OPIOID | ||||||
| 100 E PINE ST SUITE 306 | ORLANDO | FL | 32801 | NONE | GENERAL | $100,000 |
| READ USA | ||||||
| PO BOX 331067 | ATLANTIC BEACH | FL | 32233 | NONE | GENERAL | $100,000 |
| OPERATION NEW HOPE | ||||||
| 1830 N MAIN STREET | JACKSONVILLE | FL | 32206 | NONE | GENERAL | $100,000 |
| AMIKIDS INC | ||||||
| 5915 BENJAMIN CENTER DRIVE | TAMPA | FL | 33634 | NONE | GENERAL | $162,500 |
| REGENTS OF UCSF | ||||||
| 505 PARNASSUS AVE | SAN FRANCISCO | CA | 94143 | NONE | GENERAL | $307,692 |
| CONSUMER ENERGY EDUCATION FOUNDATION | ||||||
| 2211 NORFOLK STREET | HOUSTON | TX | 77098 | NONE | GENERAL | $100,000 |
| BOYS AND GIRLS CLUB OF MARTIN COUNTY INC | ||||||
| PO BOX 910 | HOBE SOUND | FL | 33475 | NONE | GENERAL | $98,260 |
| NORTHEAST FLORIDA BUILDERS ASSOCIATION | ||||||
| 6747 SOUTHPOINT PARKWAY | FLORIDA | FL | 32216 | NONE | GENERAL | $137,500 |
| ABC INSTITUTE INC | ||||||
| 3720 COCONUT CREEK PARKWAY SUITE D | COCONUT CREEK | FL | 33066 | NONE | GENERAL | $100,000 |
| THE CENTER FOR ENTREPRENEURIAL JEWISH PHILANTHROPY | ||||||
| 500 MAMARONECK AVE | HARRISON | NY | 10528 | NONE | GENERAL | $10,000 |
| CENTRAL FUND OF ISRAEL | ||||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | NONE | GENERAL | $300,000 |
| FOUNDATION FOR THE DEFENCE OF DEMOCRACIES | ||||||
| PO BOX 33249 | WASHINGTON | DC | 20033 | NONE | GENERAL | $250,000 |
| DIAKONIA | ||||||
| 12747 OLD BRIDGE | OCEAN CITY | MD | 21842 | NONE | GENERAL | $100,000 |
| DELTA MONTROSE YOUTH SERVICES | ||||||
| 315 S 7TH STREET | MONTROSE | CO | 81401 | NONE | GENERAL | $150,000 |
| COMBAT HATE FOUNDATION | ||||||
| PO BOX 957 | MOUNDRIDGE | KS | 67107 | NONE | GENERAL | $50,000 |
| LOUIS D BRANDEIS CENTER | ||||||
| 1717 PENNSYLVANIA AVE | WASHINGTON | DC | 20006 | NONE | GENERAL | $150,000 |
| INVESTIGATIVE RESEARCH CENTER | ||||||
| 3060 WILLIAMS DRIVE | FAIRFAX | VA | 22031 | NONE | GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,715,952 | 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 | $261,758 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$5,087 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $256,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $256,671 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ERIC MANDELBLATT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 NW 53RD ST SUITE 125 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,088,087 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,088,087 | FairMarketValueAmt |
| Received | 2023-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,503,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,558,036 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SOROBAN OPPORTUNITIES CAYMAN FUND LTD | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $56,000,000 | BookValueAmt |
| EOYFMV | $65,201,143 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CSC FEES | $384 | $192 | $192 |
| INSURANCE | $7,412 | $0 | $7,412 |
| SUBSCRIPTIONS | $3,288 | $0 | $3,288 |
| WEBSITE | $193 | $0 | $193 |
| REGISTRATIONS | $1,134 | $0 | $1,134 |
| PAYROLL TAXES/EXPENSE | $25,548 | $0 | $25,548 |
| OTHER EXPENSES | $622 | $0 | $622 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $150,427 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $150,427 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC MANDEBLATT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 621 NW 53RD ST SUITE 125 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33487 | ZIPCd |
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