HARVEY AND PHYLLIS SANDLER FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY AND PHYLLIS SANDLER FOUNDATION INC (EIN 65-0452582)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-15
- IRS object ID
- 202541359349103239
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:57:33-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030481340 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rubin & Associates CPA Firm PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW BOCA RATON BLVD SUITE 6 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | 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 | 650452582 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey & Phyllis Sandler Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 5617508299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW Boca Raton Blvd | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Gary Rubin | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Phone | 5617508299 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | Lucianne J Allaire EA | PreparerPersonNm |
| PTIN | P00647836 | PTIN |
| Phone | 5617508299 | PhoneNum |
| Preparation | 2025-05-15 | 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 | $9,788,634 | 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 | $2,860,575 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $293,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,012 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $293,012 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $15,000,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,153,587 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $293,012 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $293,012 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,751 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,751 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,751 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,751 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $830 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $830 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $830 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $830 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $61 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $61 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,642 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,642 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,642 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,803,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,803,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,807,117 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,642 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,807,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,346,470 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $289,370 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $289,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $277,970 | CashBOYAmt |
| Cash EOY | -$4,220 | CashEOYAmt |
| Cash EOYFMV | -$4,220 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $0 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,779,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,779,035 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,067,454 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,917,079 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,013,819 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,345,424 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,691,894 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,788,634 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,345,424 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,691,894 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,345,424 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,691,894 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,345,424 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,691,894 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,345,424 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,346,470 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,691,894 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,691,894 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,022 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,022 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $105 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $105 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $224 | EsPenaltyAmt |
| Tax Due | $4,141 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| 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 |
| Individual With Books | Gary Rubin | IndividualWithBooksNm |
| Phone | 5617508299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2080 NW Boca Raton Blvd Ste 2 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33431 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| Robin Rubin | ||||||||
| 2080 NW Boca Raton Bvd Ste 2 | Boca Raton | FL | 33431 | Director/ Pres | 10.00 | $0 | $0 | $0 |
| Amy Ross | ||||||||
| 2080 NW Boca Raton Blvd Ste 2 | Boca Raton | FL | 33431 | Director/ VP | 10.00 | $0 | $0 | $0 |
| Gary Rubin | ||||||||
| 2080 NW Boca Raton Blvd Ste 2 | Boca Raton | FL | 33431 | Director/ SecTr | 10.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,490,759 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,556,777 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,047,536 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $9,047,536 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $135,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,911,823 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $445,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $445,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,022 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,022 | TotalTaxAmt |
| Distributable Before Adj | $441,569 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $441,569 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $441,569 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,807,117 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $10,807,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $441,569 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,976,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $649,117 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $173,138 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,798,670 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,807,117 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $10,807,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $13,605,787 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $441,569 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,976,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,629,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $649,117 | ExcessFromYear2Amt |
| Excess From Year1 | $173,138 | ExcessFromYear1Amt |
| Excess From Current Year | $10,807,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Adolph & Rose Levis JCC | ||||||
| 9801 Donna Klein Blvd | Boca Raton | FL | 33428 | 501(c)(3) | Charitable Purposes | $50,000 |
| Eat Better Love Better | ||||||
| 5737 Barnhill Rd Dr | Jacksonville | FL | 32207 | 501 (c) (3) | charitable purpose | $750 |
| Boca Raton Regional Hospital | ||||||
| 745b Meadows Road | Boca Raton | FL | 33486 | 501 (c) (3) | charitable purpose | $10,091,250 |
| Joe Dimaggio Children's Hospital | ||||||
| 3329 Johnson St | Hollywood | FL | 33021 | 501 (c) (3) | charitable purposes | $20,000 |
| FAU Foundation | ||||||
| 777 Glade Rd | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purposes | $451,000 |
| Hands of Tzedakeh | ||||||
| 2901 Clint Moore Rd 318 | Boca Raton | FL | 33496 | 501 (c) (3) | charitable purposes | $15,000 |
| Tikia Children's Home | ||||||
| 8 Henderson Dr | W Caldwell | NJ | 07006 | 501 (c) (3) | charitable purposes | $3,000 |
| American Friends of Magen David Adom | ||||||
| 20 W 36 St Ste 1100 | New York | NY | 10018 | 501 (c) (3) | charitable purposes | $5,000 |
| Jewish Federation of SPB | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $85,000 |
| Morgan Pressel Foundation | ||||||
| PO Box 48057 | Delray Beach | FL | 33448 | 501 (c) (3) | charitable purposes | $10,000 |
| Ruth Rales Jewish Family Service | ||||||
| 21300 Ruth Baron Coleman Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $40,400 |
| JARC | ||||||
| 21160 95 Ave South | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purpose | $1,875 |
| Friends of the Israel Defence Force | ||||||
| PO Box 4224 | New York | NY | 10163 | 501 (c) (3) | charitable purpose | $2,250 |
| The Charlie Foundation | ||||||
| 515 Ocean Ave 602N | Santa Monica | CA | 90402 | 501 (c) (3) | charitable purpose | $100 |
| Israel Tennis & Edu Centers | ||||||
| 3275 W Hillsboro Blvd Ste 102 | Deerfield Bch | FL | 33442 | 501 (c) (3) | charitable purpose | $5,000 |
| US Holocaust Memorial | ||||||
| 100 Raoul Wallenberg Pl SW | Washington | DC | 20024 | 501 (c) (3) | charitable purpose | $7,600 |
| Brain Bowl Events | ||||||
| 9851 Savona Winds Dr | Delray Bch | FL | 33446 | 501 (c) (3) | charitable purpose | $250 |
| Caron Treatment Centers | ||||||
| PO Box 150 | Wernersville | PA | 19565 | 501 (c) (3) | charitable purpose | $2,000 |
| Students Supporting Israel | ||||||
| 3131 Fernbrook Ln St 223 | Minneapolis | MN | 55447 | 501 (c) (3) | charitable purpose | $2,800 |
| Friends of Yashar LaChaya | ||||||
| 20 Chalmers Rd | E Brunswik | NJ | 08816 | 501 (c) (3) | charitable purpose | $2,700 |
| Hillel of Broward & Palm Beach | ||||||
| 777 Glades Rd Bldg LY-3A | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purpose | $6,000 |
| Peaceful Mind Peaceful Life | ||||||
| 201 Plaza real Ste 140 | Boca Raton | FL | 33432 | 501 (c) (3) | charitable purpose | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,803,475 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $293,012 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $293,012 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | na | LineNumberTxt |
| Relationship Statement | na | RelationshipStatementTxt |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eminence Fund Ltd. | $30,063 | $565,544 |
| Sandler Offshore Fund | $95,276 | $500,571 |
| Other Securities | $394,346 | $0 |
| Masters Research Partners LP | $544,624 | $1,029,404 |
| Eminence Fund | $2,852,770 | $2,918,300 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Florida Annual Report | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $61 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Life Ins Proceeds | Desc |
| Revenue And Expenses Per Books | $15,000,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Unrealized Income | Desc |
| Amt | $0 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investment Income | CategoryTxt |
| Amt | $830 | Amt |
| Net Investment Income | $830 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $830 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $830 | DisbursementsCharitablePrpsAmt |
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