ADELE YOUNGSTROM CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADELE YOUNGSTROM CHARITABLE FOUNDATION INC (EIN 11-3667940)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202541299349102239
- Schema version
- 2024v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T14:22:17-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650107049 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOFSKY WEINGER PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 SHERIDAN ST | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33021 | 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 | 113667940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADELE YOUNGSTROM CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADEL | BusinessNameControlTxt |
| Phone | 9549858319 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 SHERIDAN STREET | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330213536 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KOFSKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9549858319 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KOFSKY | PreparerPersonNm |
| PTIN | P00046253 | PTIN |
| Phone | 9549858319 | PhoneNum |
| Preparation | 2025-05-09 | 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 | $363,747 | 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 |
| Interest On Sav Rev And Expnss | $25 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,342 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,342 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,168 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $155,839 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,168 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $34,535 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,200 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,200 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,542 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,542 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $103 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $103 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $46,845 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $51,345 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,810 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $14,912 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,176 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,176 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $249,883 | CorporateStockBOYAmt |
| Corporate Stock EOY | $257,832 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $257,832 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $97,856 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $88,739 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $88,739 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $362,651 | TotalAssetsBOYAmt |
| Total Assets EOY | $363,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $363,747 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $362,651 | RetainedEarningBOYAmt |
| Retained Earning EOY | $363,747 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $362,651 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $363,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $362,651 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $363,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $362,651 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,810 | ExcessRevenueOverExpensesAmt |
| Other Increases | $17,906 | OtherIncreasesAmt |
| Subtotal | $363,747 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $363,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (339 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 29875E100 | P | 2021-06-15 | 2024-11-04 | $8 | $10 | -$2 | -$2 |
| 256210105 | P | 2020-11-24 | 2024-04-25 | $616 | $758 | -$142 | -$142 |
| 592905509 | P | 2020-01-02 | 2024-04-25 | $12 | $16 | -$4 | -$4 |
| 592905509 | P | 2018-07-02 | 2024-04-25 | $18 | $21 | -$3 | -$3 |
| 701765505 | P | 2020-08-13 | 2024-04-25 | $627 | $586 | $41 | $41 |
| 00287Y109 | P | 2020-11-20 | 2024-10-31 | $203 | $101 | $102 | $102 |
| 09247X101 | P | 2021-02-12 | 2024-01-11 | $791 | $723 | $68 | $68 |
| 620076307 | P | 2022-05-20 | 2024-08-27 | $1,294 | $627 | $667 | $667 |
| 92939U106 | P | 2023-03-07 | 2024-03-28 | $1,797 | $1,953 | -$156 | -$156 |
| 666807102 | P | 2023-10-13 | 2024-06-14 | $840 | $972 | -$132 | -$132 |
| 037833100 | P | 2021-03-11 | 2024-09-11 | $663 | $366 | $297 | $297 |
| 060505104 | P | 2022-10-06 | 2024-05-08 | $1,807 | $1,521 | $286 | $286 |
| 12572Q105 | P | 2020-12-07 | 2024-07-02 | $393 | $367 | $26 | $26 |
| 244199105 | P | 2020-12-07 | 2024-08-23 | $382 | $253 | $129 | $129 |
| 375558103 | P | 2022-10-18 | 2024-01-25 | $160 | $134 | $26 | $26 |
| 45866F104 | P | 2022-02-23 | 2024-02-07 | $128 | $124 | $4 | $4 |
| 571903202 | P | 2023-07-21 | 2024-10-21 | $264 | $195 | $69 | $69 |
| 594918104 | P | 2020-12-07 | 2024-10-23 | $430 | $214 | $216 | $216 |
| 68389X105 | P | 2022-09-13 | 2024-10-23 | $176 | $77 | $99 | $99 |
| 824348106 | P | 2022-01-25 | 2024-04-22 | $312 | $295 | $17 | $17 |
| 92345Y106 | P | 2022-03-17 | 2024-12-23 | $275 | $201 | $74 | $74 |
| 125523100 | P | 2023-07-19 | 2024-02-21 | $342 | $293 | $49 | $49 |
| 67077M108 | P | 2023-03-21 | 2024-03-12 | $583 | $827 | -$244 | -$244 |
| 29875E100 | P | 2023-06-13 | 2024-11-04 | $24 | $23 | $1 | $1 |
| 46432F842 | P | 2020-11-24 | 2024-04-25 | $858 | $804 | $54 | $54 |
| 592905509 | P | 2019-11-01 | 2024-04-25 | $13 | $17 | -$4 | -$4 |
| 592905509 | P | 2018-05-01 | 2024-04-25 | $18 | $22 | -$4 | -$4 |
| 701765505 | P | 2020-11-24 | 2024-04-25 | $883 | $901 | -$18 | -$18 |
| 00287Y109 | P | 2021-03-11 | 2024-10-31 | $203 | $108 | $95 | $95 |
| 166764100 | P | 2021-03-23 | 2024-11-07 | $472 | $309 | $163 | $163 |
| 65339F101 | P | 2022-04-29 | 2024-07-18 | $215 | $216 | -$1 | -$1 |
| 969457100 | P | 2022-10-21 | 2024-11-07 | $55 | $31 | $24 | $24 |
| 670100205 | P | 2024-11-21 | 2024-12-23 | $1,059 | $1,229 | -$170 | -$170 |
| 037833100 | P | 2021-03-11 | 2024-08-30 | $2,057 | $1,097 | $960 | $960 |
| 058498106 | P | 2021-08-18 | 2024-01-23 | $57 | $91 | -$34 | -$34 |
| 12572Q105 | P | 2023-03-27 | 2024-11-20 | $455 | $370 | $85 | $85 |
| 244199105 | P | 2020-12-07 | 2024-10-23 | $409 | $253 | $156 | $156 |
| 375558103 | P | 2021-02-26 | 2024-01-25 | $240 | $185 | $55 | $55 |
| 45866F104 | P | 2022-02-23 | 2024-04-22 | $132 | $124 | $8 | $8 |
| 571903202 | P | 2023-07-21 | 2024-12-23 | $282 | $195 | $87 | $87 |
| 594918104 | P | 2020-12-07 | 2024-12-13 | $448 | $214 | $234 | $234 |
| 68389X105 | P | 2022-08-31 | 2024-02-07 | $234 | $148 | $86 | $86 |
| 824348106 | P | 2022-01-25 | 2024-11-27 | $396 | $295 | $101 | $101 |
| 94106L109 | P | 2020-12-07 | 2024-02-21 | $203 | $117 | $86 | $86 |
| 294429105 | P | 2023-11-16 | 2024-10-21 | $277 | $201 | $76 | $76 |
| 756109104 | P | 2024-03-12 | 2024-10-21 | $192 | $157 | $35 | $35 |
| 29875E100 | P | 2020-12-18 | 2024-11-04 | $29 | $34 | -$5 | -$5 |
| 543487110 | P | 2020-11-24 | 2024-04-25 | $1,098 | $1,050 | $48 | $48 |
| 592905509 | P | 2019-10-01 | 2024-04-25 | $15 | $20 | -$5 | -$5 |
| 592905509 | P | 2019-01-02 | 2024-04-25 | $18 | $22 | -$4 | -$4 |
| 701765505 | P | 2020-11-24 | 2024-05-06 | $4,596 | $4,654 | -$58 | -$58 |
| 00287Y109 | P | 2021-03-23 | 2024-10-31 | $406 | $211 | $195 | $195 |
| 166764100 | P | 2021-03-23 | 2024-04-10 | $646 | $411 | $235 | $235 |
| 65339F101 | P | 2021-04-07 | 2024-01-25 | $287 | $386 | -$99 | -$99 |
| 969457100 | P | 2022-12-15 | 2024-11-07 | $499 | $295 | $204 | $204 |
| 68389X105 | P | 2024-01-25 | 2024-11-07 | $184 | $116 | $68 | $68 |
| 00724F101 | P | 2023-05-15 | 2024-07-23 | $553 | $345 | $208 | $208 |
| 058498106 | P | 2021-09-14 | 2024-01-23 | $57 | $93 | -$36 | -$36 |
| 12572Q105 | P | 2023-06-28 | 2024-11-20 | $455 | $362 | $93 | $93 |
| 23331A109 | P | 2022-10-06 | 2024-03-25 | $161 | $74 | $87 | $87 |
| 375558103 | P | 2022-06-21 | 2024-01-25 | $400 | $301 | $99 | $99 |
| 45866F104 | P | 2022-02-23 | 2024-10-21 | $166 | $124 | $42 | $42 |
| 609207105 | P | 2020-12-07 | 2024-01-23 | $74 | $58 | $16 | $16 |
| 594918104 | P | 2020-12-07 | 2024-12-20 | $441 | $214 | $227 | $227 |
| 68389X105 | P | 2022-09-13 | 2024-08-30 | $281 | $155 | $126 | $126 |
| 78409V104 | P | 2021-03-04 | 2024-03-25 | $418 | $328 | $90 | $90 |
| 94106L109 | P | 2020-12-07 | 2024-10-21 | $422 | $235 | $187 | $187 |
| 31488V107 | P | 2024-10-09 | 2024-11-22 | $208 | $198 | $10 | $10 |
| 756109104 | P | 2024-03-12 | 2024-10-23 | $192 | $157 | $35 | $35 |
| 29875E100 | P | 2022-06-14 | 2024-11-04 | $47 | $40 | $7 | $7 |
| 55273E640 | P | 2021-02-02 | 2024-04-25 | $533 | $693 | -$160 | -$160 |
| 592905509 | P | 2019-12-11 | 2024-04-25 | $16 | $20 | -$4 | -$4 |
| 592905509 | P | 2019-02-01 | 2024-04-25 | $19 | $23 | -$4 | -$4 |
| 74440Y801 | P | 2020-11-24 | 2024-04-25 | $801 | $942 | -$141 | -$141 |
| 00287Y109 | P | 2020-11-20 | 2024-01-29 | $492 | $304 | $188 | $188 |
| 277432100 | P | 2021-09-29 | 2024-02-01 | $83 | $104 | -$21 | -$21 |
| 65339F101 | P | 2021-04-07 | 2024-07-18 | $717 | $771 | -$54 | -$54 |
| 969457100 | P | 2022-10-21 | 2024-08-05 | $617 | $462 | $155 | $155 |
| 68389X105 | P | 2023-12-15 | 2024-11-07 | $735 | $409 | $326 | $326 |
| 00724F101 | P | 2023-05-15 | 2024-09-16 | $532 | $345 | $187 | $187 |
| 058498106 | P | 2021-09-21 | 2024-07-23 | $63 | $93 | -$30 | -$30 |
| 12572Q105 | P | 2021-03-09 | 2024-07-02 | $589 | $638 | -$49 | -$49 |
| 23331A109 | P | 2022-10-06 | 2024-10-23 | $180 | $74 | $106 | $106 |
| 375558103 | P | 2020-12-07 | 2024-01-04 | $592 | $426 | $166 | $166 |
| 45866F104 | P | 2022-02-23 | 2024-11-22 | $159 | $124 | $35 | $35 |
| 609207105 | P | 2020-12-07 | 2024-10-21 | $212 | $175 | $37 | $37 |
| 594918104 | P | 2020-12-07 | 2024-05-23 | $862 | $427 | $435 | $435 |
| 68389X105 | P | 2022-08-31 | 2024-03-20 | $385 | $223 | $162 | $162 |
| 78409V104 | P | 2021-03-08 | 2024-11-22 | $514 | $345 | $169 | $169 |
| 00724F101 | P | 2023-05-15 | 2024-01-23 | $600 | $345 | $255 | $255 |
| 458140100 | P | 2023-05-26 | 2024-04-22 | $172 | $144 | $28 | $28 |
| 756109104 | P | 2024-03-12 | 2024-09-23 | $624 | $524 | $100 | $100 |
| 29875E100 | P | 2022-12-16 | 2024-11-04 | $118 | $100 | $18 | $18 |
| 592905509 | P | 2020-11-02 | 2024-04-25 | $6 | $7 | -$1 | -$1 |
| 592905509 | P | 2019-09-03 | 2024-04-25 | $16 | $20 | -$4 | -$4 |
| 592905509 | P | 2019-04-01 | 2024-04-25 | $19 | $23 | -$4 | -$4 |
| 77957Q103 | P | 2020-11-24 | 2024-04-25 | $926 | $925 | $1 | $1 |
| G1151C101 | P | 2023-03-07 | 2024-03-20 | $377 | $266 | $111 | $111 |
| 277432100 | P | 2021-05-12 | 2024-02-01 | $415 | $635 | -$220 | -$220 |
| 65339F101 | P | 2021-03-23 | 2024-01-25 | $861 | $1,112 | -$251 | -$251 |
| G1151C101 | P | 2023-03-24 | 2024-03-20 | $377 | $270 | $107 | $107 |
| 68389X105 | P | 2023-12-15 | 2024-09-09 | $848 | $613 | $235 | $235 |
| 038222105 | P | 2022-09-27 | 2024-02-21 | $188 | $84 | $104 | $104 |
| 058498106 | P | 2021-09-21 | 2024-10-23 | $65 | $93 | -$28 | -$28 |
| 12572Q105 | P | 2023-02-17 | 2024-11-20 | $683 | $567 | $116 | $116 |
| 235851102 | P | 2020-12-07 | 2024-04-22 | $238 | $201 | $37 | $37 |
| 375558103 | P | 2021-04-20 | 2024-01-25 | $560 | $465 | $95 | $95 |
| 45866F104 | P | 2022-02-23 | 2024-09-23 | $480 | $372 | $108 | $108 |
| 609207105 | P | 2022-06-21 | 2024-11-21 | $387 | $359 | $28 | $28 |
| 67077M108 | P | 2023-03-07 | 2024-03-12 | $265 | $398 | -$133 | -$133 |
| 68389X105 | P | 2022-09-13 | 2024-07-23 | $426 | $232 | $194 | $194 |
| 871829107 | P | 2022-10-19 | 2024-01-23 | $76 | $78 | -$2 | -$2 |
| 00724F101 | P | 2024-05-08 | 2024-09-16 | $1,596 | $1,485 | $111 | $111 |
| 458140100 | P | 2023-09-11 | 2024-08-19 | $448 | $803 | -$355 | -$355 |
| 771195104 | P | 2023-02-15 | 2024-01-23 | $70 | $75 | -$5 | -$5 |
| 29875E100 | P | 2021-12-17 | 2024-11-04 | $132 | $143 | -$11 | -$11 |
| 592905509 | P | 2020-10-01 | 2024-04-25 | $7 | $9 | -$2 | -$2 |
| 592905509 | P | 2018-09-04 | 2024-04-25 | $17 | $20 | -$3 | -$3 |
| 592905509 | P | 2018-06-01 | 2024-04-25 | $20 | $24 | -$4 | -$4 |
| 72201M552 | P | 2022-05-24 | 2024-04-25 | $987 | $1,085 | -$98 | -$98 |
| 11135F101 | P | 2021-03-23 | 2024-09-25 | $175 | $47 | $128 | $128 |
| 31428X106 | P | 2023-04-06 | 2024-09-09 | $570 | $466 | $104 | $104 |
| 742718109 | P | 2021-03-23 | 2024-04-10 | $313 | $266 | $47 | $47 |
| 031162100 | P | 2023-09-20 | 2024-02-13 | $580 | $544 | $36 | $36 |
| 693506107 | P | 2024-01-25 | 2024-06-26 | $626 | $709 | -$83 | -$83 |
| 038222105 | P | 2022-09-27 | 2024-08-27 | $392 | $168 | $224 | $224 |
| 058498106 | P | 2021-09-14 | 2024-04-22 | $132 | $185 | -$53 | -$53 |
| 12572Q105 | P | 2021-04-20 | 2024-07-02 | $785 | $825 | -$40 | -$40 |
| 235851102 | P | 2020-12-07 | 2024-06-14 | $254 | $201 | $53 | $53 |
| 375558103 | P | 2021-04-05 | 2024-01-25 | $640 | $531 | $109 | $109 |
| 458140100 | P | 2023-05-26 | 2024-08-19 | $235 | $318 | -$83 | -$83 |
| 609207105 | P | 2021-04-20 | 2024-11-21 | $581 | $533 | $48 | $48 |
| 67066G104 | P | 2023-01-12 | 2024-04-22 | $797 | $162 | $635 | $635 |
| 68389X105 | P | 2023-03-27 | 2024-11-27 | $919 | $450 | $469 | $469 |
| 871829107 | P | 2022-10-19 | 2024-10-09 | $75 | $78 | -$3 | -$3 |
| 023135106 | P | 2024-08-30 | 2024-10-23 | $188 | $175 | $13 | $13 |
| 461202103 | P | 2023-08-23 | 2024-03-25 | $640 | $500 | $140 | $140 |
| 863667101 | P | 2024-08-19 | 2024-08-23 | $353 | $341 | $12 | $12 |
| 29875E100 | P | 2021-12-23 | 2024-11-04 | $279 | $307 | -$28 | -$28 |
| 592905509 | P | 2020-09-01 | 2024-04-25 | $8 | $10 | -$2 | -$2 |
| 592905509 | P | 2018-11-01 | 2024-04-25 | $17 | $20 | -$3 | -$3 |
| 592905509 | P | 2019-12-11 | 2024-04-25 | $34 | $43 | -$9 | -$9 |
| 46429B697 | P | 2020-11-24 | 2024-04-25 | $646 | $534 | $112 | $112 |
| 11135F101 | P | 2021-03-23 | 2024-10-09 | $185 | $47 | $138 | $138 |
| 438516106 | P | 2020-03-16 | 2024-03-13 | $200 | $131 | $69 | $69 |
| H84989104 | P | 2021-03-23 | 2024-01-18 | $1,163 | $1,121 | $42 | $42 |
| 031162100 | P | 2023-10-11 | 2024-02-29 | $549 | $567 | -$18 | -$18 |
| 693506107 | P | 2023-08-08 | 2024-06-26 | $1,251 | $1,435 | -$184 | -$184 |
| 038222105 | P | 2022-10-20 | 2024-08-27 | $588 | $235 | $353 | $353 |
| 058498106 | P | 2021-09-21 | 2024-11-22 | $123 | $185 | -$62 | -$62 |
| 12572Q105 | P | 2021-09-22 | 2024-07-02 | $785 | $748 | $37 | $37 |
| 235851102 | P | 2020-12-07 | 2024-10-21 | $270 | $201 | $69 | $69 |
| 375558103 | P | 2021-02-26 | 2024-01-04 | $846 | $617 | $229 | $229 |
| 458140100 | P | 2023-05-31 | 2024-08-19 | $470 | $700 | -$230 | -$230 |
| 609207105 | P | 2020-12-07 | 2024-11-21 | $646 | $583 | $63 | $63 |
| 67066G104 | P | 2023-01-12 | 2024-05-23 | $1,036 | $162 | $874 | $874 |
| 68389X105 | P | 2022-09-13 | 2024-03-21 | $789 | $464 | $325 | $325 |
| 871829107 | P | 2023-01-31 | 2024-10-09 | $597 | $609 | -$12 | -$12 |
| 023135106 | P | 2024-08-30 | 2024-11-22 | $198 | $175 | $23 | $23 |
| 532457108 | P | 2024-11-20 | 2024-12-23 | $779 | $752 | $27 | $27 |
| 863667101 | P | 2024-08-19 | 2024-09-23 | $366 | $341 | $25 | $25 |
| 29875E100 | P | 2021-12-17 | 2024-11-04 | $305 | $330 | -$25 | -$25 |
| 592905509 | P | 2020-08-03 | 2024-04-25 | $8 | $11 | -$3 | -$3 |
| 592905509 | P | 2018-08-01 | 2024-04-25 | $17 | $20 | -$3 | -$3 |
| 592905509 | P | 2018-04-19 | 2024-04-25 | $207 | $246 | -$39 | -$39 |
| 922908363 | P | 2020-11-24 | 2024-04-25 | $2,753 | $1,989 | $764 | $764 |
| 11135F101 | P | 2021-03-23 | 2024-09-13 | $331 | $93 | $238 | $238 |
| 580135101 | P | 2021-03-23 | 2024-03-14 | $844 | $676 | $168 | $168 |
| 87612E106 | P | 2022-03-18 | 2024-11-22 | $374 | $672 | -$298 | -$298 |
| 031162100 | P | 2023-09-20 | 2024-02-29 | $1,373 | $1,359 | $14 | $14 |
| 872590104 | P | 2023-11-30 | 2024-10-31 | $669 | $450 | $219 | $219 |
| 060505104 | P | 2022-10-06 | 2024-01-23 | $65 | $63 | $2 | $2 |
| 058498106 | P | 2021-09-21 | 2024-10-21 | $199 | $278 | -$79 | -$79 |
| 79466L302 | P | 2022-11-21 | 2024-01-23 | $280 | $145 | $135 | $135 |
| 235851102 | P | 2020-12-07 | 2024-11-22 | $236 | $201 | $35 | $35 |
| 02079K305 | P | 2020-12-07 | 2024-01-23 | $147 | $91 | $56 | $56 |
| 458140100 | P | 2023-06-06 | 2024-08-19 | $534 | $775 | -$241 | -$241 |
| 571748102 | P | 2022-04-13 | 2024-01-23 | $200 | $170 | $30 | $30 |
| 67066G104 | P | 2023-01-12 | 2024-10-21 | $561 | $65 | $496 | $496 |
| 68389X105 | P | 2022-09-13 | 2024-11-27 | $1,102 | $464 | $638 | $638 |
| 871829107 | P | 2022-12-19 | 2024-10-09 | $1,419 | $1,480 | -$61 | -$61 |
| 023135106 | P | 2024-08-30 | 2024-10-21 | $374 | $350 | $24 | $24 |
| 595112103 | P | 2024-01-24 | 2024-03-25 | $237 | $175 | $62 | $62 |
| 92343V104 | P | 2024-01-25 | 2024-10-23 | $84 | $84 | ||
| 29875E100 | P | 2023-10-04 | 2024-11-04 | $316 | $273 | $43 | $43 |
| 592905509 | P | 2020-07-01 | 2024-04-25 | $8 | $11 | -$3 | -$3 |
| 592905509 | P | 2018-10-01 | 2024-04-25 | $17 | $20 | -$3 | -$3 |
| 592905509 | P | 2020-11-24 | 2024-04-25 | $707 | $946 | -$239 | -$239 |
| 921946406 | P | 2020-11-24 | 2024-04-25 | $702 | $543 | $159 | $159 |
| 11135F101 | P | 2021-03-23 | 2024-12-12 | $1,779 | $467 | $1,312 | $1,312 |
| 609207105 | P | 2021-09-21 | 2024-06-14 | $329 | $301 | $28 | $28 |
| 87612E106 | P | 2022-06-27 | 2024-11-22 | $748 | $903 | -$155 | -$155 |
| 03027X100 | P | 2023-06-29 | 2024-02-29 | $1,591 | $1,536 | $55 | $55 |
| 892356106 | P | 2024-02-29 | 2024-07-11 | $788 | $762 | $26 | $26 |
| 060505104 | P | 2023-03-14 | 2024-10-23 | $85 | $58 | $27 | $27 |
| 058498106 | P | 2021-09-14 | 2024-07-23 | $251 | $371 | -$120 | -$120 |
| 79466L302 | P | 2022-11-21 | 2024-04-22 | $276 | $145 | $131 | $131 |
| 337738108 | P | 2022-01-06 | 2024-01-23 | $140 | $109 | $31 | $31 |
| 02079K305 | P | 2020-12-07 | 2024-02-21 | $141 | $91 | $50 | $50 |
| 461202103 | P | 2023-08-23 | 2024-12-23 | $636 | $499 | $137 | $137 |
| 571748102 | P | 2022-04-13 | 2024-10-21 | $222 | $170 | $52 | $52 |
| 67066G104 | P | 2023-01-12 | 2024-12-20 | $538 | $65 | $473 | $473 |
| 742718109 | P | 2021-02-04 | 2024-01-23 | $155 | $129 | $26 | $26 |
| 883556102 | P | 2022-02-04 | 2024-06-14 | $568 | $594 | -$26 | -$26 |
| 023135106 | P | 2024-08-30 | 2024-12-20 | $448 | $350 | $98 | $98 |
| 595112103 | P | 2024-01-24 | 2024-05-31 | $366 | $263 | $103 | $103 |
| 92343V104 | P | 2024-01-25 | 2024-10-21 | $263 | $251 | $12 | $12 |
| 29875E100 | P | 2021-06-15 | 2024-11-04 | $323 | $399 | -$76 | -$76 |
| 592905509 | P | 2020-06-01 | 2024-04-25 | $9 | $12 | -$3 | -$3 |
| 592905509 | P | 2019-08-01 | 2024-04-25 | $17 | $21 | -$4 | -$4 |
| 701765505 | P | 2021-12-23 | 2024-05-06 | $5 | $6 | -$1 | -$1 |
| 29875E100 | P | 2024-06-11 | 2024-11-04 | $24 | $24 | ||
| 046353108 | P | 2021-09-16 | 2024-09-10 | $162 | $113 | $49 | $49 |
| 609207105 | P | 2022-04-20 | 2024-06-14 | $329 | $329 | ||
| 882508104 | P | 2021-03-23 | 2024-08-27 | $420 | $358 | $62 | $62 |
| 046353108 | P | 2024-02-29 | 2024-11-21 | $574 | $578 | -$4 | -$4 |
| 037833100 | P | 2020-12-07 | 2024-01-23 | $194 | $124 | $70 | $70 |
| 060505104 | P | 2023-03-14 | 2024-12-20 | $133 | $87 | $46 | $46 |
| 16119P108 | P | 2023-08-10 | 2024-09-19 | $334 | $427 | -$93 | -$93 |
| 79466L302 | P | 2022-11-21 | 2024-08-30 | $255 | $145 | $110 | $110 |
| 337738108 | P | 2022-01-06 | 2024-02-21 | $147 | $109 | $38 | $38 |
| 02079K305 | P | 2020-12-07 | 2024-04-22 | $315 | $181 | $134 | $134 |
| G54950103 | P | 2020-12-07 | 2024-02-21 | $436 | $252 | $184 | $184 |
| 571748102 | P | 2022-04-19 | 2024-10-21 | $222 | $172 | $50 | $50 |
| 67066G104 | P | 2023-01-12 | 2024-10-14 | $692 | $81 | $611 | $611 |
| 742718109 | P | 2021-02-04 | 2024-10-21 | $169 | $129 | $40 | $40 |
| 883556102 | P | 2022-02-10 | 2024-10-21 | $593 | $579 | $14 | $14 |
| 11135F101 | P | 2024-03-21 | 2024-11-22 | $163 | $138 | $25 | $25 |
| 595112103 | P | 2024-08-05 | 2024-08-30 | $384 | $364 | $20 | $20 |
| 29875E100 | P | 2022-08-25 | 2024-11-04 | $646 | $558 | $88 | $88 |
| 592905509 | P | 2020-05-01 | 2024-04-25 | $10 | $13 | -$3 | -$3 |
| 592905509 | P | 2019-03-01 | 2024-04-25 | $17 | $21 | -$4 | -$4 |
| 701765505 | P | 2020-11-20 | 2024-04-25 | $6 | $6 | ||
| 29875E100 | P | 2023-12-15 | 2024-11-04 | $113 | $105 | $8 | $8 |
| 046353108 | P | 2023-03-16 | 2024-09-11 | $240 | $198 | $42 | $42 |
| 58933Y105 | P | 2020-11-30 | 2024-01-29 | $725 | $456 | $269 | $269 |
| 882508104 | P | 2021-03-23 | 2024-07-11 | $601 | $537 | $64 | $64 |
| 086516101 | P | 2024-04-10 | 2024-11-25 | $837 | $735 | $102 | $102 |
| 037833100 | P | 2020-12-07 | 2024-02-21 | $183 | $124 | $59 | $59 |
| 060505104 | P | 2022-10-18 | 2024-06-14 | $196 | $173 | $23 | $23 |
| 16119P108 | P | 2023-08-10 | 2024-08-29 | $706 | $853 | -$147 | -$147 |
| 79466L302 | P | 2022-11-28 | 2024-10-21 | $290 | $154 | $136 | $136 |
| 337738108 | P | 2022-01-06 | 2024-10-21 | $196 | $109 | $87 | $87 |
| 02079K305 | P | 2020-12-07 | 2024-08-23 | $331 | $181 | $150 | $150 |
| G54950103 | P | 2020-12-07 | 2024-07-23 | $447 | $252 | $195 | $195 |
| 571748102 | P | 2022-04-19 | 2024-11-22 | $227 | $172 | $55 | $55 |
| 67066G104 | P | 2023-01-12 | 2024-11-27 | $1,057 | $130 | $927 | $927 |
| 742718109 | P | 2021-02-04 | 2024-11-22 | $177 | $129 | $48 | $48 |
| 883556102 | P | 2022-02-10 | 2024-12-23 | $522 | $579 | -$57 | -$57 |
| 11135F101 | P | 2024-03-21 | 2024-12-20 | $228 | $138 | $90 | $90 |
| 595112103 | P | 2024-01-24 | 2024-08-30 | $1,151 | $1,051 | $100 | $100 |
| 29875E100 | P | 2020-11-24 | 2024-04-25 | $1,514 | $1,722 | -$208 | -$208 |
| 592905509 | P | 2020-03-02 | 2024-04-25 | $11 | $14 | -$3 | -$3 |
| 592905509 | P | 2019-07-01 | 2024-04-25 | $17 | $22 | -$5 | -$5 |
| 701765505 | P | 2022-12-22 | 2024-05-06 | $18 | $16 | $2 | $2 |
| 29875E100 | P | 2024-06-11 | 2024-11-04 | $115 | $115 | ||
| 046353108 | P | 2022-02-24 | 2024-09-11 | $320 | $229 | $91 | $91 |
| 594918104 | P | 2021-03-23 | 2024-12-13 | $447 | $240 | $207 | $207 |
| 882508104 | P | 2021-03-23 | 2024-07-22 | $1,021 | $895 | $126 | $126 |
| 24703L202 | P | 2024-06-14 | 2024-10-21 | $755 | $797 | -$42 | -$42 |
| 037833100 | P | 2020-12-07 | 2024-04-22 | $167 | $124 | $43 | $43 |
| 060505104 | P | 2022-10-18 | 2024-10-21 | $210 | $173 | $37 | $37 |
| 125523100 | P | 2023-07-19 | 2024-09-23 | $356 | $293 | $63 | $63 |
| 79466L302 | P | 2022-11-28 | 2024-12-20 | $344 | $154 | $190 | $190 |
| 337738108 | P | 2022-01-06 | 2024-10-23 | $202 | $109 | $93 | $93 |
| 02079K305 | P | 2020-12-07 | 2024-10-21 | $325 | $181 | $144 | $144 |
| G54950103 | P | 2020-12-07 | 2024-12-23 | $418 | $252 | $166 | $166 |
| 571748102 | P | 2022-04-19 | 2024-11-27 | $234 | $172 | $62 | $62 |
| 68389X105 | P | 2022-08-31 | 2024-03-21 | $1,841 | $1,039 | $802 | $802 |
| 771195104 | P | 2023-02-15 | 2024-04-05 | $456 | $563 | -$107 | -$107 |
| 882508104 | P | 2022-02-16 | 2024-01-23 | $176 | $166 | $10 | $10 |
| 16119P108 | P | 2023-08-10 | 2024-02-21 | $290 | $427 | -$137 | -$137 |
| 67077M108 | P | 2023-03-07 | 2024-01-23 | $104 | $159 | -$55 | -$55 |
| 29875E100 | P | 2020-11-24 | 2024-11-04 | $3,370 | $3,766 | -$396 | -$396 |
| 592905509 | P | 2020-02-03 | 2024-04-25 | $11 | $15 | -$4 | -$4 |
| 592905509 | P | 2018-12-03 | 2024-04-25 | $18 | $21 | -$3 | -$3 |
| 701765505 | P | 2020-12-18 | 2024-05-06 | $32 | $34 | -$2 | -$2 |
| 29875E100 | P | 2023-12-15 | 2024-11-04 | $141 | $130 | $11 | $11 |
| 046353108 | P | 2023-03-16 | 2024-11-21 | $319 | $329 | -$10 | -$10 |
| 620076307 | P | 2023-02-21 | 2024-09-13 | $439 | $268 | $171 | $171 |
| 882508104 | P | 2021-03-23 | 2024-09-13 | $1,190 | $1,073 | $117 | $117 |
| 291011104 | P | 2024-02-08 | 2024-06-04 | $536 | $512 | $24 | $24 |
| 037833100 | P | 2021-03-12 | 2024-09-11 | $221 | $120 | $101 | $101 |
| 060505104 | P | 2022-10-10 | 2024-05-08 | $226 | $185 | $41 | $41 |
| 12572Q105 | P | 2020-12-07 | 2024-01-23 | $203 | $184 | $19 | $19 |
| 79466L302 | P | 2022-11-28 | 2024-08-30 | $510 | $308 | $202 | $202 |
| 337738108 | P | 2022-01-06 | 2024-08-05 | $311 | $219 | $92 | $92 |
| 02079K305 | P | 2020-12-07 | 2024-12-20 | $384 | $181 | $203 | $203 |
| 57636Q104 | P | 2022-01-06 | 2024-01-23 | $439 | $370 | $69 | $69 |
| 594918104 | P | 2020-12-07 | 2024-02-21 | $399 | $214 | $185 | $185 |
| 68389X105 | P | 2022-08-29 | 2024-01-23 | $110 | $75 | $35 | $35 |
| 771195104 | P | 2023-03-13 | 2024-04-05 | $517 | $618 | -$101 | -$101 |
| 882508104 | P | 2022-02-16 | 2024-01-24 | $337 | $332 | $5 | $5 |
| 16119P108 | P | 2023-08-10 | 2024-07-23 | $307 | $427 | -$120 | -$120 |
| 67077M108 | P | 2023-05-15 | 2024-03-12 | $212 | $249 | -$37 | -$37 |
| 464287226 | P | 2018-04-19 | 2024-04-25 | $951 | $1,063 | -$112 | -$112 |
| 592905509 | P | 2019-12-02 | 2024-04-25 | $12 | $15 | -$3 | -$3 |
| 592905509 | P | 2019-06-03 | 2024-04-25 | $18 | $22 | -$4 | -$4 |
| 701765505 | P | 2022-11-18 | 2024-05-06 | $327 | $290 | $37 | $37 |
| 701765505 | P | 2023-12-21 | 2024-05-06 | $40 | $38 | $2 | $2 |
| 046353108 | P | 2021-09-16 | 2024-08-15 | $595 | $396 | $199 | $199 |
| 620076307 | P | 2022-05-20 | 2024-09-13 | $879 | $418 | $461 | $461 |
| 907818108 | P | 2021-10-21 | 2024-06-04 | $453 | $463 | -$10 | -$10 |
| 31428X106 | P | 2023-03-24 | 2024-03-13 | $1,023 | $870 | $153 | $153 |
| 037833100 | P | 2021-03-12 | 2024-12-23 | $254 | $120 | $134 | $134 |
| 060505104 | P | 2022-10-06 | 2024-04-22 | $303 | $253 | $50 | $50 |
| 12572Q105 | P | 2020-12-07 | 2024-02-07 | $205 | $184 | $21 | $21 |
| 79466L302 | P | 2022-11-28 | 2024-11-27 | $2,646 | $1,232 | $1,414 | $1,414 |
| 337738108 | P | 2022-01-06 | 2024-07-23 | $636 | $438 | $198 | $198 |
| 02079K305 | P | 2020-12-07 | 2024-08-30 | $1,457 | $816 | $641 | $641 |
| 57636Q104 | P | 2022-01-06 | 2024-09-23 | $496 | $370 | $126 | $126 |
| 594918104 | P | 2020-12-07 | 2024-08-23 | $416 | $214 | $202 | $202 |
| 68389X105 | P | 2022-08-31 | 2024-01-23 | $110 | $74 | $36 | $36 |
| 771195104 | P | 2023-03-09 | 2024-04-05 | $730 | $845 | -$115 | -$115 |
| 882508104 | P | 2022-10-26 | 2024-01-24 | $1,012 | $955 | $57 | $57 |
| 16119P108 | P | 2023-10-10 | 2024-09-19 | $668 | $885 | -$217 | -$217 |
| 67077M108 | P | 2023-06-21 | 2024-03-12 | $265 | $300 | -$35 | -$35 |
| 027681824 | P | 2020-11-24 | 2024-04-25 | $797 | $670 | $127 | $127 |
| 592905509 | P | 2020-04-01 | 2024-04-25 | $12 | $15 | -$3 | -$3 |
| 592905509 | P | 2019-05-01 | 2024-04-25 | $18 | $22 | -$4 | -$4 |
| 701765505 | P | 2021-11-19 | 2024-05-06 | $419 | $481 | -$62 | -$62 |
| 701765505 | P | 2023-11-17 | 2024-05-06 | $144 | $129 | $15 | $15 |
| 046353108 | P | 2022-02-24 | 2024-09-10 | $567 | $401 | $166 | $166 |
| 620076307 | P | 2022-05-20 | 2024-05-14 | $1,081 | $627 | $454 | $454 |
| 907818108 | P | 2021-03-23 | 2024-04-11 | $708 | $626 | $82 | $82 |
| 666807102 | P | 2023-10-31 | 2024-06-14 | $420 | $467 | -$47 | -$47 |
| 037833100 | P | 2020-12-07 | 2024-08-30 | $686 | $372 | $314 | $314 |
| 060505104 | P | 2022-10-10 | 2024-06-14 | $627 | $492 | $135 | $135 |
| 12572Q105 | P | 2021-09-22 | 2024-10-21 | $227 | $187 | $40 | $40 |
| 244199105 | P | 2020-12-07 | 2024-03-25 | $399 | $253 | $146 | $146 |
| 375558103 | P | 2021-02-26 | 2024-01-23 | $79 | $62 | $17 | $17 |
| 45866F104 | P | 2022-02-23 | 2024-01-23 | $127 | $124 | $3 | $3 |
| 57636Q104 | P | 2022-01-06 | 2024-10-21 | $515 | $370 | $145 | $145 |
| 594918104 | P | 2020-12-07 | 2024-10-21 | $414 | $214 | $200 | $200 |
| 68389X105 | P | 2022-09-13 | 2024-10-21 | $174 | $77 | $97 | $97 |
| 771195104 | P | 2023-03-27 | 2024-04-05 | $852 | $983 | -$131 | -$131 |
| 92345Y106 | P | 2022-03-17 | 2024-04-22 | $224 | $201 | $23 | $23 |
| 16119P108 | P | 2024-02-07 | 2024-09-19 | $1,336 | $1,135 | $201 | $201 |
| 67077M108 | P | 2023-06-15 | 2024-03-12 | $424 | $479 | -$55 | -$55 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,168 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,135 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID KOFSKY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549858319 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 SHERIDAN ST | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330213536 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID KOFSKY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 SHERIDAN ST | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 10.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $25,200 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $350,455 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $367,242 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $367,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,509 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $361,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,087 | MinimumInvestmentReturnAmt |
| Distributable Before Adj | $18,087 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $18,087 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $18,087 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $16,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $18,087 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,263 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $771 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $618 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $3,652 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $16,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $1,587 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,587 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,065 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,065 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $676 | ExcessFromYear4Amt |
| Excess From Year3 | $771 | ExcessFromYear3Amt |
| Excess From Year2 | $618 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DAVID KOFSKY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4010 SHERIDAN STREET | AddressLine1Txt |
| City | HOLLYWOOD | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9549858319 | RecipientPhoneNum |
| Recipient Email Address | DKOFSKY@KOFSKYWEINGER.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER EXPLAINING CHARITABLE PURPOSE. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE FOR THE BENEFIT OF CHILDREN IN BROWARD COUNTY OR CHRISTIAN BROADCASTING. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BEYOND DIFFERENCES | |||||
| PO BOX 3489 | NEWTOWN | CT | 06470 | CHILDRENS SERVICES | $1,000 |
| DAVID POSNACK JCC | |||||
| 5850 S PINE ISLAND ROAD | DAVIE | FL | 333285933 | CHILDRENS SERVICES | $3,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $25 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,342 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,168 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $34,535 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,535 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $15,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STOCKS 5393 (SEE DETAIL) | $135,678 | $135,678 |
| REITS 5393 (SEE DETAIL) | $4,486 | $4,486 |
| STOCKS 3538 (SEE DETAIL) | $112,514 | $112,514 |
| REITS 3538 | $5,154 | $5,154 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS 8720 | FMV | $54,220 | $54,220 |
| EXCHANGE-TRADED FUNDS 8720 | FMV | $34,519 | $34,519 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $17,906 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BROKER FEES 8720 | $2,008 | $2,008 |
| BROKER FEES 3538 | $2,249 | $2,249 |
| BROKER FEES 5393 | $2,285 | $2,285 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES & LICENSES | $61 | $61 |
| FOREIGN TAX 8720 | $23 | $23 |
| FOREIGN TAX 5393 | $19 | $19 |
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