ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-16
- IRS object ID
- 202202599349100800
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-16T09:11:53-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-09-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHELSEA WILLIAMS | PreparerPersonNm |
| PTIN | P01227472 | PTIN |
| Phone | 6144863600 | PhoneNum |
| Preparation | 2022-09-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,236,726 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $62,831 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $600 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $600 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,111 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,111 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,716,039 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,200,508 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,716,039 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,916,581 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,853,750 | 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 | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,139 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,922 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,172 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,311 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,732,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,732,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,764,886 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,732,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,829,439 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $434,687 | CashBOYAmt |
| Cash EOY | $453,099 | CashEOYAmt |
| Cash EOYFMV | $453,099 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $8,280 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $10,880 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $10,880 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $4,750 | PrepaidExpensesBOYAmt |
| Corporate Stock BOY | $5,000,729 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,229,162 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,762,747 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $10,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,463,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,703,141 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,236,726 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $107,540 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $195,540 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $107,540 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $195,540 | 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 | $5,355,906 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,507,601 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,355,906 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,507,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,463,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,703,141 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,355,906 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,695 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,507,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,507,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML 02195 | P | 2021-01-01 | 2021-12-31 | $469,272 | $460,007 | $9,265 | $9,265 |
| ML 02195 | P | 2020-01-01 | 2021-12-31 | $4,412,300 | $2,984,369 | $1,427,931 | $1,427,931 |
| ML 02195 | P | 2020-01-01 | 2021-12-31 | $107,311 | $25,093 | $82,218 | $82,218 |
| ML 02195 | D | 2020-01-01 | 2021-12-31 | $196,625 | $196,625 | $196,625 | |
| COMPUTERSHARE FOR STATE OF ISRAEL | P | 2016-10-15 | 2021-10-01 | $10,000 | $10,000 | $0 | $0 |
| COMPUTERSHARE FOR STATE OF ISRAEL | P | 2016-11-15 | 2021-11-01 | $5,000 | $5,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,716,039 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,429 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,429 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,429 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,460 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,040 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,071 | OverpaymentAmt |
| Applied To ES Tax | $7,071 | 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 | $7,835,019 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,011,524 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,846,543 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,846,543 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,698 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,713,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,429 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,429 | TotalTaxAmt |
| Distributable Before Adj | $410,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,732,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,732,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $243,739 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $562,398 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $146,669 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $979,333 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,193,440 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,125,579 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,732,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $410,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,322,312 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,447,891 | 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 | $243,739 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,204,152 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $562,398 | ExcessFromYear4Amt |
| Excess From Year3 | $146,669 | ExcessFromYear3Amt |
| Excess From Year2 | $979,333 | ExcessFromYear2Amt |
| Excess From Year1 | $1,193,440 | ExcessFromYear1Amt |
| Excess From Current Year | $1,322,312 | 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 | $101,440 |
| AVENTURA TURNBERRY JEWISH CENTER | |||||||
| 20400 NE 30TH AVE | AVENTURA | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $103,600 |
| BUTTERFLY CHILDREN | |||||||
| 1729 W LARK DR | CHANDLER | AZ | 85286 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| CHABAD CENTER AT UNIVERSITY OF COLORADO | |||||||
| 909 14TH STREET | BOULDER | CO | 80302 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| CHABAD JEWISH COMMUNITY CENTER-GOLSHIM L'CHIAM | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $18,000 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| COLORADO ACADEMY | |||||||
| 30800 S PIERCE ST | DENVER | CO | 80235 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| 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 |
| DENVER JEWISH DAY SCHOOL | |||||||
| 2450 S WABASH STREET | DENVER | CO | 80231 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| 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 | $4,000 |
| GRALAND COUNTY DAY SCHOOL | |||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,600 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $292,216 |
| HADASSH KEEPERS OF THE GATE | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| HAROV ASSOCIATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| INSIDE THE ORCHESTRA | |||||||
| 10255 E 25TH AVE SUITE 12 | AURORA | CO | 80010 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| JAFCO | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| JEWISH COLORADO | |||||||
| 300 S DAHILIA ST | DENVER | CO | 80246 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| JEWISH FAMILY SERVICES-DENVER | |||||||
| 6555 WEST MAPLE ROAD-WEST | BLOOMFIELD | MI | 48322 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| KENT DENVER SCHOOL | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| KESHER CHAI SOCIETY | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| LITTLE LIGHTHOUSE FOUNDATION | |||||||
| 100 NORTH BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,500 |
| 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 | $2,500 |
| PRINCETON UNIVERSITY | |||||||
| 40 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| TEMPLE EMANUEL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| 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 | $500 |
| CHABAD COLUMBUS | |||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| CITY OF HOPE | |||||||
| 1500 EAST DUARTE RD | DUARTE | CA | 91010 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| COLORADOGIVESORG | |||||||
| 3701 ARAPAHOE AVE | BOULDER | CO | 80303 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,531 |
| HARBORING HEARTS | |||||||
| 601 W 26TH ST | NEW YORK | NY | 10001 | NONE | 501(C)3 | GENERAL OPERATING FUND | $184 |
| JAZZ ASPEN SNOWMASS | |||||||
| 110 E HALLAM ST 104 | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $27,400 |
| JUDAISM YOUR WAY | |||||||
| 950 S CHERRY ST | DENVER | CO | 80246 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| KOLLEL AVREICHIM | |||||||
| 5321 12TH AVE | BROOKLYN | NY | 11219 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| LAWRENCE FAMILY JEWISH COMMUNITY CENTER | |||||||
| 4126 EXECUTIVE DR | LA JOLLA | CA | 92037 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| LEHRMAN COMMUNITY DAY SCHOOL | |||||||
| 727 77TH ST | MIAMI BEACH | FL | 33141 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100,000 |
| MAZON A JEWISH RESPONSE TO HUNGER | |||||||
| 10850 WILSHIRE BLVD STE 400 | LOS ANGELES | CA | 90024 | NONE | 501(C)3 | GENERAL OPERATING FUND | $364 |
| NATIONAL MS SOCIETY | |||||||
| 6133 ROCKSIDE RD | INDEPENDENCE | OH | 44131 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| OSU HISTORIC COSTUME | |||||||
| 1787 NEIL AVE | COLUMBUS | OH | 43210 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| PANCREATIC CANCER ACTION NETWORK | |||||||
| 1500 ROSECRANS AVE | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| TEMPLE BETH AM | |||||||
| 5950 N KENDALL DR | PINECREST | FL | 33156 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,732,575 | 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 | $600 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,111 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,716,039 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,853,750 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,853,750 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| DAVID S DESHE | ||||||
| 1 | 5327 N BAY RD | MIAMI BEACH | FL | 33140 | $60,063 | Yes (X) |
| ELIE M DESHE | ||||||
| 2 | 20801 BISCAYNE BLVD 431 | AVENTURA | FL | 33180 | $2,766 | Yes (X) |
| DARA DESHE SEGAL | ||||||
| 3 | 400 HIGH STREET | DENVER | CO | 80218 | $1 | Yes (X) |
| DANIEL DESHE | ||||||
| 4 | 4528 PRAIRIE AVE | MIAMI BEACH | FL | 33140 | $1 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1255 SHARES OF IEMG | $81,161 | 2021-10-08 |
| 2 | 222 SHARES OF SEA LTD | $46,656 | 2021-10-08 |
| 3 | 200 SHS SUNLIFE FINANCIAL INC, 250 SHS PRUDENTIAL FINANCIAL INC, 2893 SHS MANULIFE FINANCIAL CORP | $100,542 | 2021-10-08 |
| 4 | 174 SHS SUNLIFE FINANCIAL INC, 220 SHS PRUDENTIAL FINANCIAL INC, 2893 SHS MANULIFE FINANCIAL CORP | $95,798 | 2021-10-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,050 | 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 (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - CORPORATE STOCK | $159,136 | $1,388,304 |
| INVESTMENT - MUTUAL FUNDS | $5,070,026 | $6,374,443 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $19,139 | Amt |
| Net Investment Income | $19,139 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $5,172 | $5,172 | $0 |
| FEDERAL EXCISE TAX | $4,750 | $0 | $0 |
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