SCOTT M PANZER FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SCOTT M PANZER FOUNDATION INC (EIN 82-3615701)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-02
IRS object ID
202301229349102310
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-05-02T15:22:00-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN141745230PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LUTZ SELIG & ZERONDA CPAS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line133 CENTURY HILL DRIVEAddressLine1Txt
CityLATHAMCityNm
State AbbreviationNYStateAbbreviationCd
ZIP121102113ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823615701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SCOTT M PANZER FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSCOTBusinessNameControlTxt
Phone9178590987PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVE 802AddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT PANZER PRESIDENTPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9178590987PhoneNum
Signature2023-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSCOTTPersonFirstNm
Person LastPANZER PRESIDENTPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonWILLIAM LUTZ CPAPreparerPersonNm
PTINP00143055PTIN
Phone5187837200PhoneNum
Preparation2023-05-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,929,179FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,851,206ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$30,229DividendsRevAndExpnssAmt
Dividends Net Invst Incm$30,229DividendsNetInvstIncmAmt
Dividends Adj Net Incm$30,229DividendsAdjNetIncmAmt
Net Rental Income Or Loss-$1,970NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$80,675NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,690,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,675CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,962,110TotalRevAndExpnssAmt
Total Net Invst Incm$110,904TotalNetInvstIncmAmt
Total Adj Net Incm$30,229TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$9,780TaxesRevAndExpnssAmt
Taxes Net Invst Incm$9,780TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$1,970DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$1,970DeprecAndDpltnNetInvstIncmAmt
Deprec And Dpltn Adj Net Incm$1,970DeprecAndDpltnAdjNetIncmAmt
Other Expenses Rev And Expnss$22,456OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$22,456OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,156TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$34,206TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$1,970TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$98,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$98,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$137,056TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$34,206TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$1,970TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$98,900TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,825,054ExcessRevenueOverExpensesAmt
Net Investment Income$76,698NetInvestmentIncomeAmt
Adjusted Net Income$28,259AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1CashBOYAmt
Sav And Temp Cash Invst BOY$91,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$50,894SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$50,894SavAndTempCashInvstEOYFMVAmt
Invst Land Cost Or Other Basis$1,840,957InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$1,970InvstLandAccumDepreciationAmt
Land Bldg Investments EOY$1,838,987LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$2,898,030LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$2,384,799OtherInvestmentsBOYAmt
Other Investments EOY$1,980,255OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,980,255OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,476,709TotalAssetsBOYAmt
Total Assets EOY$3,870,136TotalAssetsEOYAmt
Total Assets EOYFMV$4,929,179TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,476,709NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$3,870,136NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,476,709TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,870,136TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,476,709TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,870,136TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,476,709TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,825,054ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,301,763SubtotalAmt
Other Decreases$431,627OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,870,136TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
LORD ABBETT SHORT DUR I2022-01-012022-09-21$3,423$3,495-$72-$72
LORD ABBETT SHORT DUR F2021-04-292022-02-08$50,000$51,309-$1,309-$1,309
BLACKROCK LIQUIDITY2022-12-122022-12-19$2,000$2,000$0$0
BLACKROCK LIQUIDITY2022-12-122022-12-22$10,000$10,000$0$0
DJIA LIRN ISSUER HSBC BASIS ADJ2017-11-212022-11-25$546,327$423,650$122,677$122,677
LORD ABBETT SHORT DUR I2021-01-012022-09-21$249,675$271,601-$21,926-$21,926
FNMA PMA36952022-01-012022-12-31$27$27$0$0
FHLMC SB 81552022-01-012022-12-31$1,118$1,118$0$0
FNMA PMA46392022-01-012022-12-31$470$470$0$0
FNMA PMA46402022-01-012022-08-25$47$47$0$0
FHLMC SB 81552022-04-282022-08-10$7,577$7,618-$41-$41
FNMA PMA 46392022-04-282022-08-10$953$968-$15-$15
FNMA PMA 46402022-05-272022-08-10$946$966-$20-$20
ML 3543 ST COVERED2022-01-012022-12-31$504,691$546,217-$41,526-$41,526
ML 3543 LT COVERED2021-01-012022-12-31$310,218$289,915$20,303$20,303
CAPITAL GAINS DIVIDENDS$2,604$2,604$2,604P
FieldValueIRS element (for citing)
Capital Gain Net Income$80,675CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$42,983NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,066InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,066SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,066TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,600EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,534OverpaymentAmt
Applied To ES Tax$3,534AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCTOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1SCOTT M PANZERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9178590987PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line15000 NORTH OCEAN DRIVEAddressLine1Txt
CitySINGER ISLANDCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33404ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT M PANZER
5000 NORTH OCEAN DRIVESINGER ISLANDFL33404PRESIDENT1.00$0$0$0
LEONARD PANZER
88 RANDOM FARMS DRIVECHAPPAQUANY10514VICE PRESIDENT1.00$0$0$0
MURRAY PANZER
415 E 54TH ST APT 20MNEW YORKNY10022TREASURER1.00$0$0$0
CHARITO M STACEY
111-05 66TH ROAD APT 2AFOREST HILLSNY11375SECRETARY1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,147,123AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,345AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$71,507FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,293,975TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,293,975AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$34,410CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,259,565NetVlNoncharitableAssetsAmt
Minimum Investment Return$112,978MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$112,978MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,066TaxBasedOnInvestmentIncomeAmt
Total Tax$1,066TotalTaxAmt
Distributable Before Adj$111,912DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$111,912DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$111,912DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$98,900ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$98,900QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$111,912DistributableAsAdjustedAmt
Undistributed Income PY$98,586UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$98,900QualifyingDistributionsAmt
Applied To Year1$98,586AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$314AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$111,598UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
WOUNDED WARRIOR COURAGE AND SACRIFICE 46-5536167
909 NEWARK TURNPIKEKEARNYNJ07032PCSUPPORT FOR VETERANS$350
LOGGERHEAD MARINE LIFE CENTER 59-2445926
14200 US HWY ONEJUNO BEACHFL33408PCSUPPORT FOR MARINE LIFE CENTER$31,750
POWERSENSE 83-0716800
3090 NOWITZKI WAY STE 300DALLASTX752197640PCSUPPORT FOR HEARING IMPAIRED$2,500
RONALD MCDONALD HOUSE 13-2933654
405 EAST 73RD STREETNEW YORKNY10021PCSUPPORT FOR FAMILIES AS THEIR CHILDREN BATTLE TERMINAL ILLNESSES$17,500
CREATIVE ART WORKS 13-3638436
520 EIGHTH AVE SUITE 201ANEW YORKNY10018PCYOUTH EMPLOYMENT PROGRAM$2,500
AMERICAN FRIENDS OF RABIN MEDICAL CENTER 52-1903777
636 BROADWAY SUITE 618NEW YORKNY100122607PCSUPPORT FOR MEDICAL CENTER AND RESEARCH$500
ST FRANCIS FOOD PANTRIES 80-0458866
450 SEVENTH AVE SUITE 601NEW YORKNY10123PCFOOD BANK$7,800
AMERICAN HEART ASSOCIATION 13-5613797
7272 GREENVILLE AVEDALLASTX752315129PCSUPPORT FOR MEDICAL RESEARCH$1,000
BIG BROTHERS AND BIG SISTERS OF NYC 13-5600383
40 RECTOR ST 11TH FLOORNEW YORKNY10006PCSUPPORT FOR FAMILIES$10,000
DIABETES RESEARCH INSTITUTE FOUNDATION 59-1361955
200 SOUTH PARK RD 100HOLLYWOODFL330218592PCSUPPORT FOR DIABETES RESEARCH$5,000
FRIENDS OF SAINT DOMINIC'S 13-3945769
500 WESTERN HIGHWAYBLAUVELTNY10913PCSUPPORT FOR HUMAN SERVICES ORGANIZATIN$1,000
KAPLAN EDUCATION FOUNDATION 20-0495155
113 W 56TH STNEW YORKNY10019PCSUPPORT FOR EDUCATION AND LEADERSHIP SKILLS$1,000
ADOPT-A-FAMILY OF PALM BEACHES INC 59-2471253
1712 2ND AVE NORTHLAKE WORTHFL33460PCSUPPORT FOR FAMILIES AND EDUCATION$10,000
ST JUDE CHILDREN'S REASEARCH HOSPITAL 62-0646012
501 ST JUDE PLACEMEMPHISTN38105PCSUPPORT FOR MEDICAL CENTER AND RESEARCH$500
JAMES LENOX HOUSE ASSN INC 13-1624148
49 E 73RD STREETNEW YORKNY10021PCSUPPORT NEED FOR REASONABLY PRICED HOUSING FOR SENIOR CITIZENS$5,000
DONORCHOOSEORG 13-4129457
134 WEST 37TH ST FL 11NEW YORKNY10018PCSUPPORT FOR CHARITIES$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$98,900TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$30,229ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business531120BusinessCd
Unrelated Business Taxbl Incm-$1,970UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,675ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$1,970UnrelatedBusinessTaxblIncmAmt
Exclusion$110,904ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$108,934TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES
4INVESTMENT INCOME TO BE USED FOR EXEMPT PURPOSES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
SMP REALTYNM LLC
15000 NORTH OCEAN DRIVESINGER ISLANDFL33404$1,376,206Yes (X)
SCOTT M PANZER
25000 NORTH OCEAN DRIVESINGER ISLANDFL33404$475,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyOFFICE RENTAL PROPERTY 425 FIFTH AVE., UNIT 50B, NY, NY NET OF MORTGAGENoncashPropertyDesc
Fair Market Value$1,376,206FairMarketValueAmt
Received2022-12-28ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSSIONAL FEESCategoryTxt
Amt$3,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp

FieldValueIRS element (for citing)
PropertyOFFICE SPACE 425 FIFTH AVE., UNIT 50BPropertyDesc
Acquired2022-12-23AcquiredDt
Cost Or Other Basis$1,840,957CostOrOtherBasisAmt
Computation MethodSLComputationMethodTxt
Life39.000000000000LifeRt
Current Year Expense$1,970CurrentYearExpenseAmt
Net Investment Income$1,970NetInvestmentIncomeAmt
Adjusted Net Income$1,970AdjustedNetIncomeAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemOFFICE SPACE 425 FIFTH AVE., UNIT 50BCategoryOrItemTxt
Cost Or Other Basis$1,840,957CostOrOtherBasisAmt
Accumulated Depreciation$1,970AccumulatedDepreciationAmt
Book Value$1,838,987BookValueAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH INVESTMENTS 3538FMV$821,281$821,281
MERRILL LYNCH INVESTMENTS 3543FMV$1,158,974$1,158,974

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTO ADJUST BOOK VALUE OF INVESTMENTS FROM COST TO MARKET UNREALIZED LOSSDesc
Amt$431,627Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBROKERAGE AND INVESTMENT ADMIN FEESDesc
Revenue And Expenses Per Books$22,456RevenueAndExpensesPerBooksAmt
Net Investment Income$22,456NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Reduction Explanation Statement ReductionExplanationStatement

FieldValueIRS element (for citing)
Short ExplanationPRORATED FMV OF UNIT 50B 425 FIFTH AVE RECEIVED 12/23/2023ShortExplanationTxt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID ON DIVIDENDS$610$610$0$0
PRIOR YEAR TAXES$4,570$4,570$0$0
CURRENT YEAR ESTIMATED TAXES PAID$4,600$4,600$0$0

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