ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349103456
- 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
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T13:10:46-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522370901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARY ROEPCKE MULCHAEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE SUITE 600 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311499050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND ARI DESHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 6143407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN S DESHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6143407700 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | DESHE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | 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 | CHELSEA WILLIAMS | PreparerPersonNm |
| PTIN | P01227472 | PTIN |
| Phone | 6144863600 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,102,084 | 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 | $2,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,830 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $80,739 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $80,739 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $100,486 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,988,103 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $100,486 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $184,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $184,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,650 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,041 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $182 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $182 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,160 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,401 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $22,401 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $675 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $475 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $72,149 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,259 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,737,214 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,737,214 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,809,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,259 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,737,214 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,625,308 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $147,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $453,099 | CashBOYAmt |
| Cash EOY | $1,271,654 | CashEOYAmt |
| Cash EOYFMV | $1,271,654 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $10,880 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $27,625 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $27,625 | RcvblFromOfficersEOYFMVAmt |
| Corporate Stock BOY | $5,229,162 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,818,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,792,805 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,703,141 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,128,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,102,084 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $195,540 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $241,818 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $4,155 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $195,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $245,973 | 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 | $5,507,601 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,882,293 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,507,601 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,882,293 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,703,141 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,128,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,507,601 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,625,308 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,882,293 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,882,293 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML 2195 | P | 2022-01-01 | 2022-12-31 | $963,278 | $1,043,638 | -$80,360 | -$80,360 |
| ML 2195 | P | 2021-01-01 | 2022-12-31 | $1,017,101 | $836,124 | $180,977 | $180,977 |
| FIDELITY 8423 | P | 2022-01-01 | 2022-12-31 | $1,234,300 | $1,278,565 | -$44,265 | -$44,265 |
| FIDELITY 8423 | P | 2021-01-01 | 2022-12-31 | $1,773,424 | $1,729,290 | $44,134 | $44,134 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $100,486 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,071 | 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 | $20,071 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $18,017 | OverpaymentAmt |
| Applied To ES Tax | $18,017 | 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 | OH | 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 | ARI DESHE | IndividualWithBooksNm |
| Phone | 6143407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANN DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARI DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $5,284,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $504,837 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,789,292 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,789,292 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,839 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,702,453 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $285,123 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $285,123 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,054 | TotalTaxAmt |
| Distributable Before Adj | $283,069 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $283,069 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $283,069 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,737,214 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,737,214 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $283,069 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $562,398 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $146,669 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $979,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,193,440 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,322,312 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,204,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,737,214 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $283,069 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,454,145 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,658,297 | 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 | $562,398 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,095,899 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $146,669 | ExcessFromYear4Amt |
| Excess From Year3 | $979,333 | ExcessFromYear3Amt |
| Excess From Year2 | $1,193,440 | ExcessFromYear2Amt |
| Excess From Year1 | $1,322,312 | ExcessFromYear1Amt |
| Excess From Current Year | $2,454,145 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN DESHE | ContributingManagerNm |
| Contributing Manager | ARI DESHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)3 | GENERAL OPERATING FUND | $130,557 |
| AVENTURA TURNBERRY JEWISH CENTER | |||||||
| 20400 NE 30TH AVE | AVENTURA | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $151,800 |
| CHABAD COLUMBUS | |||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| COLUMBUS JEWISH HISTORICAL SOCIETY | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 |
| CONGREGATION AGUDA ACHIM | |||||||
| 2767 E BROAD ST | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000,000 |
| FRIENDS OF IDF | |||||||
| 2040 NE 163RD STREET SUITE 207 | MIAMI BEACH | FL | 33162 | NONE | 501(C)3 | GENERAL OPERATING FUND | $439,708 |
| GOLSHIM L'CHAIM SKI TO LIVE | |||||||
| 435 W MAIN ST | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| GRALAND COUNTY DAY SCHOOL | |||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | NONE | 501(C)3 | GENERAL OPERATING FUND | $6,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $274,058 |
| JAFCO | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,600 |
| JEWISH FAMILY SERVICES-DENVER | |||||||
| 6555 WEST MAPLE ROAD-WEST | BLOOMFIELD | MI | 48322 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH ST | MIAMI BEACH | FL | 33141 | NONE | 501(C)3 | GENERAL OPERATING FUND | $110,450 |
| LITTLE LIGHTHOUSE FOUNDATION | |||||||
| 100 NORTH BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| PO BOX 8929 | CORAL SPRINGS | FL | 33075 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| NATIONAL MS SOCIETY | |||||||
| 6133 ROCKSIDE RD | INDEPENDENCE | OH | 44131 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| PRINCETON UNIVERSITY | |||||||
| 40 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| THE FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING | |||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| UNIVERSITY OF WISCONSIN | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH ST SUITE 450 | DORAL | FL | 33166 | NONE | 501(C)3 | GENERAL OPERATING FUNDGENERAL OPERATING FUND | $805 |
| AMERICA GIVES INC | |||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| AMERICAN PARKISON DISEASE FOUNDATION | |||||||
| PO BOX 61420 | STATEN ISLAND | NY | 10306 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| ANDERSON RANCH ARTS CENTER | |||||||
| PO BOX 5598 | SNOWMASS VILLAGE | CO | 81615 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| ASPEN MUSIC & FILM FESTIVAL | |||||||
| 110 EAST HALLAM SUITE 103 | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50 |
| BOOKS FOR KIDS FOUNDATION | |||||||
| 2824 STEINWAY STREET 172 | ASTORIA | NY | 11103 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| CANCER SUPPORT COMMUNITY GREATER MIAMI | |||||||
| 5614 CONNECTICUT AVENUE NW STE 280 | WASHINGTON | DC | 20015 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,110 |
| CARINGBRIDGE | |||||||
| 3600 AMERICAN BLVD W STE 405 | BLOOMINGTON | MN | 55431 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| CLASSROOMS WITHOUT BORDERS | |||||||
| PO BOX 60144 | PITTSBURGH | PA | 15211 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| CONGREGATION AHAVAS SHOLOM | |||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| DOLPHINS CHALLENGE CANCER | |||||||
| 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| GROWGOOD | |||||||
| 2632 WILSHIRE BLVD 245 | SANTA MONICA | CA | 90403 | NONE | 501(C)3 | GENERAL OPERATING FUND | $360 |
| OHIO STATE UNIVERSITY HILLEL | |||||||
| PO BOX 8427 | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500,000 |
| JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA | |||||||
| 1101 14TH ST NW STE 1030 | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| LES AILES DU DESIR FOUNDATION | |||||||
| 1395 NW 22ST | MIAMI | FL | 33142 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE STE 300 | RYE BROOK | NY | 10573 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| MIAMI JEWISH FILM FESTIVAL | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,150 |
| NATIONAL JEWISH HEALTH | |||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,700 |
| NAVAL POST GRADUATE FOUNDATION | |||||||
| PO BOX 8626 | MONTEREY | CA | 93943 | NONE | 501(C)3 | GENERAL OPERATING FUND | $15,000 |
| OSU FOUNDATION | |||||||
| 14 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $33,768 |
| OVARIAN CANCER RESEARCH ALLIANCE | |||||||
| 14 PENNSYLVANIA PLAZA STE 2110 | NEW YORK | NY | 10122 | NONE | 501(C)3 | GENERAL OPERATING FUND | $188 |
| PLAY FOR PINK | |||||||
| 28 W 44TH ST | NEW YORK | NY | 10036 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,900 |
| THE SALVATION ARMY CALIFORNIA SOUTH DIVISION | |||||||
| 16941 KEEGAN AVE | CARSON | CA | 90746 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| SPINAL CORD RESEARCH FOUNDATION INC WINS FOR LIFE USA | |||||||
| 1630 STEWART ST | SANTA MONICA | CA | 90404 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,737,214 | 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 | $2,830 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $80,739 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $100,486 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $184,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $184,055 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,650 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION | IdentifierTxt |
| Form And Line Reference | PART VII-A 8B | FormAndLineReferenceDesc |
| Medium Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED.THE ACCOUNTING FEES OF $3,050 ARE FOR THE PREPARATION OF FORM 990-PF. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT - ISRAEL BONDS | BondNm |
| EOY Book Value | $10,000 | EOYBookValueAmt |
| EOYFMV | $10,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - CORPORATE STOCK | StockNm |
| EOY Book Value | $1,818,987 | EOYBookValueAmt |
| EOYFMV | $2,792,805 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FILING FEES | $200 | $0 | $0 |
| BANK FEES | $475 | $475 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT - MUTUAL FUNDS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,155 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $11,041 | Amt |
| Net Investment Income | $11,041 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $1,957 | $1,957 | $0 |
| PENALTIES | $203 | $203 | $0 |
| FEDERAL EXCISE TAX | $32,040 | $0 | $0 |
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