MYERS L & MARILYN R GIRSH FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MYERS L & MARILYN R GIRSH FOUNDATION INC (EIN 45-5303068)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202541299349102634
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T15:51:41-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231285212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKLAR CARMOSIN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK RD STE 402 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | 455303068 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MYERS L & MARILYN R GIRSH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MYER | BusinessNameControlTxt |
| Phone | 6313980204 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 8 SEASIDE PLACE | AddressLine1Txt |
| City | NORWALK | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06855 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL J WALKER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3058680202 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J SMART | PreparerPersonNm |
| PTIN | P01305891 | PTIN |
| Phone | 2158855811 | PhoneNum |
| Preparation | 2025-04-30 | 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 | $5,535,381 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $627,062 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $144,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $144,160 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $144,160 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $57,770 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,439 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $57,770 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $828,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,930 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $144,160 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,512 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,512 | TaxesAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $18,426 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,426 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $18,426 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $22,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,938 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,938 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $256,468 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,938 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,938 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $234,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $572,524 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $181,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $124,222 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,521 | CashBOYAmt |
| Cash EOY | $595,633 | CashEOYAmt |
| Cash EOYFMV | $595,633 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,323,100 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,672,945 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,672,945 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,965,695 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,975,136 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,975,136 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $287,009 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $272,216 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $272,216 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $15,820 | OtherAssetsBOYAmt |
| Other Assets EOY | $19,451 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $19,451 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,673,145 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,535,381 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,535,381 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $314 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $314 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,673,145 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,535,067 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,673,145 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,535,067 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,673,145 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,535,381 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,673,145 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $572,524 | ExcessRevenueOverExpensesAmt |
| Other Increases | $289,398 | OtherIncreasesAmt |
| Subtotal | $5,535,067 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,535,067 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | P | $9,683 | $9,833 | -$150 | -$150 |
| SEE ATTACHED | P | $408,621 | $383,836 | $24,785 | $24,785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $57,770 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,530 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,530 | SubtotalAmt |
| Tax Based On Investment Income | $2,530 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,216 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,216 | TotalPaymentsAndCreditsAmt |
| Tax Due | $314 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | 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 |
| Individual With Books | CHARLES P SACHER | IndividualWithBooksNm |
| Phone | 3054483900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LEJEUNE ROAD SUITE 1101 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL J WALKER | ||||||||
| 8 SEASIDE PLACE | NORWALK | CT | 06855 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| CHARLES P SACHER | ||||||||
| 2655 LEJEUNE ROAD SUITE 1101 | CORAL GABLES | FL | 33134 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | A)TO PROVIDE FOR SCHOLARSHIPS, LOANS, GRANTS, AND OTHER FINANCIAL AID FOR COLLEGE AND POST-GRADUATE STUDIES FOR SUCH CANDIDATES AS MAY BE APPROVED PURSUANT TO QUALIFICATION REQUIREMENTS ESTABLISHED BY THE BOARD OF DIRECTORS AND APPROVED BY THE INTERNAL REVENUE SERVICE, IN ACCORDANCE WITH APPLICABLE LIMITATIONS OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME. B) TO MAKE CONTRIBUTIONS TO ANY ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, WITH THE EXCEPTION OF AN ORGANIZATION TESTING FOR PUBLIC SAFETY. | Description1Txt |
| Expenses1 | $182,000 | Expenses1Amt |
| Description2 | TO SUPPORT NOT FOR PROFIT HOSPITALS AND THE CHARITABLE PURPOSES AND ACTIVITIES NECESSARY OR INCIDENTAL THERETO. | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | TO SUPPORT MEDICAL RESEARCH CARRIED ON BY NOT FOR PROFIT ORGANIZATIONS AND FOUNDATIONS BY PROVIDING SPECIFIC GRANTS OR CONTRIBUTIONS FOR GENERAL OPERATING EXPENSES. | Description3Txt |
| Expenses3 | $2,000 | Expenses3Amt |
| Description4 | TO SUPPORT RELIGIOUS ORGANIZATIONS AND THE CHARITABLE PURPOSES AND ACTIVITIES CONDUCTED BY RELIGIOUS ORGANIZATIONS. | Description4Txt |
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 | $4,809,411 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $507,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $19,451 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,336,861 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,336,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,053 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,256,808 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $262,840 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $234,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $234,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $234,000 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $234,000 | RemainingDistriFromCorpusAmt |
| Total Corpus | $234,000 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $124,222 | CurrentYearAmt |
| Year1 | $97,508 | Year1Amt |
| Year2 | $89,065 | Year2Amt |
| Year3 | $97,531 | Year3Amt |
| Total | $408,326 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $105,589 | CurrentYearAmt |
| Year1 | $82,882 | Year1Amt |
| Year2 | $75,705 | Year2Amt |
| Year3 | $82,901 | Year3Amt |
| Total | $347,077 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $234,000 | CurrentYearAmt |
| Year1 | $248,000 | Year1Amt |
| Year2 | $244,205 | Year2Amt |
| Year3 | $243,136 | Year3Amt |
| Total | $969,341 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $234,000 | CurrentYearAmt |
| Year1 | $248,000 | Year1Amt |
| Year2 | $244,205 | Year2Amt |
| Year3 | $243,136 | Year3Amt |
| Total | $969,341 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $175,227 | CurrentYearAmt |
| Year1 | $148,603 | Year1Amt |
| Year2 | $153,813 | Year2Amt |
| Year3 | $170,881 | Year3Amt |
| Total | $648,524 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHARLES P SACHER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2655 LEJEUNE ROAD SUITE 1101 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3054483900 | RecipientPhoneNum |
| Recipient Email Address | CPS@SACHMARLAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | IN A MANNER TO PROVIDE THE MOST COMPLETE INFORMATION ABOUT THE PROJECT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | 501(C)(3) ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| CHILDRENS RESOURCE FUND INC | ||||||
| 8571 SW 112 STREET | MIAMI | FL | 33156 | CONTRIBUTION TO 501(C)(3) ORGANIZATI | $100,000 | |
| FAMILY & CHILDREN'S AGENCY INC | ||||||
| 9 MOTT AVENUE | NORWALK | CT | 06850 | CONTRIBUTION TO 501(C)(3) ORGANIZATI | $75,000 | |
| MOUNT SINAI MEDICAL CENTER | ||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | SUPPORT FOR NOT FOR PROFIT HOSPITALS | $50,000 | |
| PINE HILL COMMUNITY CENTER LTD | ||||||
| 287 MAIN STREET | PINE HILL | NY | 12465 | CONTRIBUTION TO 501(C)(3) ORGANIZATI | $2,000 | PO BOX 287 |
| SPARK YOUTH NYC INC | ||||||
| 444 MADISON AVENUE 6TH FL | NEW YORK | NY | 10022 | CONTRIBUTION TO 501(C)(3) ORGANIZATI | $3,000 | |
| BOYS & GIRLS CLUBS OF THE ALBEMARLE | ||||||
| 108 EAST WARD STREET | ELIZABETH CITY | NC | 27909 | CONTRIBUTION TO 501(C)(3) ORGANIZATI | $2,000 | |
| BREAKTHROUGH T1D | ||||||
| 200 VESEY STREET 28TH FL | NEW YORK | NY | 10281 | SUPPORT MEDICAL RESEARCH BY NPO | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144,160 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $57,770 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201,930 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,930 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE |
| 8 | USED TO PROVIDE GRANTS , CONTRIBUTIONS, SCHOLARSHIPS, ETC. TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARILYN R GIRSH 1984 IRREVOCABLE | BusinessNameLine1Txt |
| Business Name Line2 | TRUST DTD 2/15/84 AS AMENDED AND RE | BusinessNameLine2Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 BRICKELL AVENUE SUITE 2400 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $627,062 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST | BondNm |
| EOY Book Value | $1,975,136 | EOYBookValueAmt |
| EOYFMV | $1,975,136 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST | StockNm |
| EOY Book Value | $2,672,945 | EOYBookValueAmt |
| EOYFMV | $2,672,945 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NORTHERN TRUST | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $272,216 | BookValueAmt |
| EOYFMV | $272,216 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACCRUED INVESTMENT INCOME | $15,212 | $19,451 | $19,451 |
| PREPAID TAXES | $608 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT MANAGEMENT FEES | $7,948 | $7,948 | $7,948 |
| BROKER FEES | $10,478 | $10,478 | $10,478 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $289,398 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAX PAYABLE | Desc |
| EOY Book Value | $314 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $2,530 | ||
| FOREIGN TAXES | $1,512 | $1,512 | $1,512 |