ROSELYN MEYER FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROSELYN MEYER FAMILY FOUNDATION INC (EIN 65-1106116)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202511339349101296
- Schema version
- 2024v5.1
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T10:43:06-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934818219 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPPARD MORRIS CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 848 BRICKELL AVE SUITE 605 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 651106116 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSELYN MEYER FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSE | BusinessNameControlTxt |
| Phone | 9545570218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2395 PHEASANT LANE | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33327 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACQUELINE GILLMAN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9545570218 | PhoneNum |
| Signature | 2025-05-13 | 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 | RYAN MORRIS CPA | PreparerPersonNm |
| PTIN | P02465601 | PTIN |
| Phone | 3053089144 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,619,431 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $87,917 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $87,917 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $87,917 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $93,800 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $871,256 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $93,800 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $181,717 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $181,717 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $87,917 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $86,808 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $62 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,014 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,008 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,784 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $185,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $185,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $281,284 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $185,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $178,709 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $87,917 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,892 | CashBOYAmt |
| Cash EOY | $64,489 | CashEOYAmt |
| Cash EOYFMV | $64,489 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $92,757 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $85,593 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $85,322 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,421,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,894,648 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,517,751 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,231,544 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $934,991 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $951,869 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,776,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,979,721 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,619,431 | 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 | $2,776,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,979,721 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,776,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,979,721 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,776,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,979,721 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,776,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $302,457 | OtherIncreasesAmt |
| Subtotal | $2,979,721 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,979,721 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST | P | $15,874 | $16,884 | -$1,010 | -$1,010 |
| NORTHERN TRUST | P | $790,302 | $760,572 | $29,730 | $29,730 |
| CAPITAL GAINS DIVIDENDS | P | $65,080 | $65,080 | $65,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $93,800 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,010 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,484 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,484 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,484 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $63 | EsPenaltyAmt |
| Tax Due | $2,547 | TaxDueAmt |
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 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JACQUELINE GILLMAN | IndividualWithBooksNm |
| Phone | 9545570218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2395 PHEASANT LANE | AddressLine1Txt |
| City | WESTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33327 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JACQUELINE GILLMAN | ||||||||
| 2395 PHEASANT LANE | WESTON | FL | 33327 | SECRETARY | 15.00 | $36,000 | $0 | $0 |
| DEBORAH BARNEY | ||||||||
| 11391 MANATEE TERRACE | LAKE WORTH | FL | 33449 | PRESIDENT | 20.00 | $42,000 | $0 | $0 |
| MATTHEW BARNEY | ||||||||
| 11391 MANATEE TERRACE | LAKE WORTH | FL | 33449 | DIRECTOR | 2.00 | $4,404 | $0 | $0 |
| SAMUEL BARNEY | ||||||||
| 11391 MANATEE TERRACE | LAKE WORTH | FL | 33449 | DIRECTOR | 2.00 | $4,404 | $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 | $3,003,984 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,078,890 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,078,890 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,183 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,032,707 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $151,635 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $151,635 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,484 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,484 | TotalTaxAmt |
| Distributable Before Adj | $149,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $149,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $149,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $185,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $185,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $149,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $7,503 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,961 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,722 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $161,186 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $185,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $149,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,349 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $197,535 | 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 | $197,535 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,503 | ExcessFromYear3Amt |
| Excess From Year2 | $75,961 | ExcessFromYear2Amt |
| Excess From Year1 | $77,722 | ExcessFromYear1Amt |
| Excess From Current Year | $36,349 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| GOODMAN JEWISH FAMILY SERVICES | ||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | NONE | FUNDING TO PROVIDE SUPPORT TO JEWISH FAMILIES | $20,000 |
| JAFCO SOS VILLAGE | ||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | FUNDING FOR CHILDREN ORPHANAGE | $15,000 |
| JEWISH FEDERATION OF BROWARD COUNTY | ||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | NONE | FUNDING FOR LOCAL EDUCATIONAL AND SOCIAL SERVICE NEEDS AND PERPETUATE JEWISH HERITAGE | $7,500 |
| KIDS IN DISTRESS | ||||||
| 819 NE 26TH STREET | FT LAUDERDALE | FL | 33137 | NONE | FUNDING CARE TO LESS FORTUNATE CHILDREN | $15,000 |
| MEMORIAL FOUNDATION CANCER INSTITUTE | ||||||
| 3329 JOHNSON STREET | HOLLYWOOD | FL | 33021 | NONE | FUNDING TO PROVIDE FOR CANCER RESEARCH | $20,000 |
| MIAMI JEWISH HEALTH SYSTEMS | ||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | NONE | FUNDING TO CULTIVATE PHILANTHROPIC SUPPORT FOR PATIENT SERVICES, PROGRAM DEVELOPMENT AND RESEARCH. | $20,000 |
| ONE FAMILY FUND | ||||||
| 1029 TEANECK ROAD | TEANECK | FL | 07666 | NONE | TO ASSIST EMOTIONALLY DISTRESSED VICTIMS | $18,000 |
| ROTARY CLUB OF WESTON | ||||||
| 304 INDIAN TRACE PMB 130 | WESTON | FL | 33326 | NONE | FUNDING TO PROVIDE LOCAL HUMANATARIAN SERVICES | $5,000 |
| SHRINER'S HOSPITAL FOR KIDS | ||||||
| 12502 USF PINE DRIVE | TAMPA | FL | 33612 | NONE | FUNDING TO PROVIDE MEDICAL SERVICES FOR NEEDY CHILDREN | $10,000 |
| SPEAK UP FOR KIDS | ||||||
| PO BOX 1896 | WEST PALM BEACH | FL | 33402 | NONE | FUNDING JUSTICE FOR CHILDREN | $7,500 |
| ST JUDE'S CHILDREN'S HOSPITAL | ||||||
| 501 ST JUCES PLACE | MEMPHIS | TN | 38105 | NONE | FUNDING FOSTER CARE CENTER IN ISRAEL | $15,000 |
| TEMPLE DOR DOR RIM | ||||||
| 2360 GLADES CIRCLE N | WESTON | FL | 33327 | NONE | FUNDING JEWISH EDUCATION FOR KIDS | $5,000 |
| THE PINK FUND | ||||||
| PO BOX 603 | BLOOMFIELD HILLS | MI | 48303 | NONE | FUNDING TO SUPPORT BREAST CANCER PATIENTS | $20,000 |
| CHILDREN'S HARBOR | ||||||
| 19410 SW 58TH PLACE | PEMBROKE PINES | FL | 33332 | NONE | FUNDING TO HELP FAMILIES AND IMPROVING THE LIFE OF FOSTER CHILDREN | $2,500 |
| PUPPIES BEHIND BARS | ||||||
| 263 W 38TH ST 4E | NEW YORK | NY | 10018 | NONE | FUNDING TO TRAIN DOGS FOR WAR VETERANS AND FIRST RESPONDERS | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $185,500 | 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 | $87,917 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,080 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,720 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,997 | ExclusionAmt |
| Related Or Exempt Function Incm | $28,720 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $181,717 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
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) |
|---|---|---|
| Amt | $2,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED - EQUITY SECURITIES | StockNm |
| EOY Book Value | $1,894,648 | EOYBookValueAmt |
| EOYFMV | $1,517,751 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SEE ATTACHED - CORPORATE BONDS | AT COST | $652,572 | $679,257 |
| SEE ATTACHED - REAL ESTATE | AT COST | $200,645 | $207,767 |
| SEE ATTACHED - COMMODITIES | AT COST | $81,774 | $64,845 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INDIRECT INVESTMENT FEE (NORTHERN TRUST) | $5,755 | $2,878 | $0 | $0 |
| INDIRECT OTHER FEES (NORTHERN TRUST) | $259 | $130 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Amt | $302,457 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT TAXES AND LICENSES | CategoryTxt |
| Amt | $62 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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