BETA

ROBERT & MICHELLE DIENER FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
ROBERT & MICHELLE DIENER FOUNDATION (EIN 75-2919060)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-15
IRS object ID
202103199349101205
Schema version
2020v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-15T07:22:57-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752126048PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CARTER & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14300 MACARTHUR AVE STE 200AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75209ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN752919060EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ROBERT AND MICHELLE DIENER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone3058659300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13010 LBJ FREEWAY SUITE 748AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHELLE DIENERPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3058659300PhoneNum
Signature2021-11-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHELLEPersonFirstNm
Person LastDIENERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL L CARTERPreparerPersonNm
PTINP01237454PTIN
Phone2148800380PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,717,828FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$245,358DividendsRevAndExpnssAmt
Dividends Net Invst Incm$245,358DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$888,919NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$10,716,399GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$888,919CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$215,988OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$186,823OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$0OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$918,289TotalRevAndExpnssAmt
Total Net Invst Incm$947,454TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$108TaxesRevAndExpnssAmt
Taxes Net Invst Incm$108TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$586TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$586TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$34,953OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$34,953OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$35,647TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,061TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$586TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,710,864ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,710,864ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,746,511TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,061TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$1,711,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$828,222ExcessRevenueOverExpensesAmt
Net Investment Income$912,393NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$8,185,944CashBOYAmt
Cash EOY$3,266,732CashEOYAmt
Cash EOYFMV$3,266,732CashEOYFMVAmt
Other Investments BOY$22,263,575OtherInvestmentsBOYAmt
Other Investments EOY$26,354,565OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,451,096OtherInvestmentsEOYFMVAmt
Total Assets BOY$30,449,519TotalAssetsBOYAmt
Total Assets EOY$29,621,297TotalAssetsEOYAmt
Total Assets EOYFMV$38,717,828TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$30,449,519RetainedEarningBOYAmt
Retained Earning EOY$29,621,297RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$30,449,519TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$29,621,297TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,449,519TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$29,621,297TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,449,519TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$828,222ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$29,621,297SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$29,621,297TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$10,716,399$9,825,547$890,852$890,852
FIR TREE TERMINATION$1,933-$1,933-$1,933P
FieldValueIRS element (for citing)
Capital Gain Net Income$888,919CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$12,682InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$12,682SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$12,682TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,067EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$16,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$22,067TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$9,385OverpaymentAmt
Applied To ES Tax$9,385AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksROBERT DIENERIndividualWithBooksNm
Phone3058659300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13010 LBJ FREEWAY SUITE 748AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ROBERT B DIENER
3010 LBJ FWY SUITE 748DALLASTX75234DIRECTOR5.00$0$0$0
MICHELLE S DIENER
3010 LBJ FWY SUITE 748DALLASTX75234DIRECTOR5.00$0$0$0
DAVID S LITMAN
3010 LBJ FWY SUITE 748DALLASTX75234DIRECTOR0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$26,303,760AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$8,227,140AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$34,530,900TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$34,530,900AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$517,964CashDeemedCharitableAmt
Net Vl Noncharitable Assets$34,012,936NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,700,647MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,700,647MinimumInvestmentReturnAmt
Tax Based On Investment Income$12,682TaxBasedOnInvestmentIncomeAmt
Total Tax$12,682TotalTaxAmt
Distributable Before Adj$1,687,965DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,687,965DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,687,965DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,711,450ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,711,450QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,711,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,687,965DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$2,000ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$2,000TotalExcessDistributionCyovAmt
Qualifying Distributions$1,711,450QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,687,965AppliedToCurrentYearAmt
Remaining Distri From Corpus$23,485RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$25,485TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$25,485ExcessDistriCyovToNextYrAmt
Excess From Year2$2,000ExcessFromYear2Amt
Excess From Current Year$23,485ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerROBERT B DIENERContributingManagerNm
Contributing ManagerMICHELLE S DIENERContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonROBERT MICHELLE DIENERRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13010 LBJ FREEWAY SUITE 748AddressLine1Txt
CityDALLASCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75234ZIPCd
FieldValueIRS element (for citing)
Recipient Phone3058659300RecipientPhoneNum
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AISHCOM
915 CLIFTON AVE SUITE 4CLIFTONNJ07013NONEPUBLIC CHARITYRELIGIOUS$60,000
AMERICAN FRIENDS OF BEIT IZZIE SHAPIRO
18900 NE 25TH AVENUENORTH MIAMI BEACHFL33180NONEPUBLIC CHARITYRELIGIOUS$2,500
AMERICAN FRIENDS OF LEKAT ISRAEL
PO BOX 2090TEANECKNJ07666NONEPUBLIC CHARITYRELIGIOUS$1,800
AMERICAN PHYSICIANS FOR ISRAEL
2001 BEACON STREET SUITE 210BOSTONMA02135NONEPUBLIC CHARITYHEALTH CARE$1,800
BROTHERS FOR LIFE
270 SOUTH HANFORD STREET SUITE 207SEATTLEWA98134NONEPUBLIC CHARITYHUMANITARIAN$20,000
CENTRAL FUND OF ISRAEL
980 6TH AVENUENEW YORKNY10018NONEPUBLIC CHARITYRELIGIOUS$50,000
CHABAD CENTER AT CORNELL
102 WILLARD WAYITHACANY14850NONEPUBLIC CHARITYRELIGIOUS$1,000
CHABAD JEWISH CENTER
2021 NW 5TH AVENUEGAINESVILLEFL32603NONEPUBLIC CHARITYRELIGIOUS$1,800
CHABAD OF TULANE
7033 FRERET STREETNEW ORLEANSLA70118NONEPUBLIC CHARITYRELIGIOUS$1,000
CHABAD ON CAMPUS
719 EASTERN PARKWAY SUITE 1BROOKLYNNY11213NONEPUBLIC CHARITYRELIGIOUS$100,000
CROHN'S AND COLITIS FOUNDATION
21301 POWERLINE RD SUITE 301BOCA RATONFL33433NONEPUBLIC CHARITYMEDICAL RESEARCH$500
DAVID POSNACK DAY SCHOOL
5890 S PINE ISLAND ROADDAVIEFL33328NONEPUBLIC CHARITYEDUCATION$150,000
FIDELITY CHARITABLE GIFT FUND
PO BOX 770001CINCINNATIOH45277NONEPUBLIC CHARITYVARIOUS RELIGIOUS/EDUCATION/PRESERVATION$525,000
FLORIDA FRIENDS OF ISRAEL DEFENSE FUND
2040 NE 163RD STREETNORTH MIAMI BEACHFL33162NONEPUBLIC CHARITYEDUCATION$1,000
FLORIDA JEWISH MUSEUM - FIU
301 WASHINGTON AVEMIAMI BEACHFL33139NONEPUBLIC CHARITYRELIGIOUS$1,000
FRIENDS OF IR DAVID
575 LEXINGTON AVE 4TH FLOORNEW YORKNY10022NONEPUBLIC CHARITYRELIGIOUS$30,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL33137NONEPUBLIC CHARITYJEWISH EDUCATION$126,000
HATZALAH
13300 MEMORIAL HWYN MIAMIFL33161NONEPUBLIC CHARITYRELIGIOUS$18,000
HILLEL COMMUNITY DAY SCHOOL
19000 NE 25TH AVEMIAMIFL33180NONEPUBLIC CHARITYJEWISH EDUCATION$150,000
HOLLYWOOD MEMORIAL FOUNDATION
3501 JOHNSON STREETHOLLYWOODFL33021NONEPUBLIC CHARITYHEALTHCARE$1,800
INTOWN CHABAD
2723 ROUTH STREETDALLASTX75201NONEPUBLIC CHARITYRELIGIOUS$18,000
ISRA AID
PO BOX 61227PALO ALTOCA94306NONEPUBLIC CHARITYRELIGIOUS$25,000
JEWISH COMMUNITY SERVICES
735 NE 125TH STREETMIAMIFL33161NONEPUBLIC CHARITYRELIGIOUS$71,900
JEWISH RESOURCE CENTER
1335 HILL STREETANN ARBORMI48104NONEPUBLIC CHARITYRELIGIOUS$1,800
JOE DIMAGGIO CHILDRENS HOSPITAL
1150 N 35TH AVE SUITE 345HOLLYWOODCA33021NONEPUBLIC CHARITYMEDICAL$40,000
KSPACE
3575 NE 207TH STREET B20AVENTURAFL33180NONEPUBLIC CHARITYRELIGIOUS$1,000
LEHRMAN COMMUNITY DAY SCHOOL
727 77TH STREETMIAMI BEACHFL33141NONEPUBLIC CHARITYEDUCATION$5,000
MAGEN DAVID ADOM
3300 PGA BLVD SUITE 970PALM BEACH GARDENSFL33410NONEPUBLIC CHARITYHEALTH CARE$20,000
MAR JEWISH COMMUNITY CENTER
18900 NE 25TH AVENUEMIAMIFL33180NONEPUBLIC CHARITYRELIGIOUS$1,800
MEORORG
11723 STONINGTON PLACESILVER SPRINGMD20902NONEPUBLIC CHARITYEDUCATION$1,000
MIAMI CHILDREN'S MUSEUM
701 ARENA BLVDMIAMIFL33136NONEPUBLIC CHARITYCHILDREN'S MUSEUM/BUILDING$75,000
NEW ORLEANS HILLEL
912 BROADWAYNEW ORLEANSLA70118NONEPUBLIC CHARITYJEWISH EDUCATION$1,800
OHEL AVRAHAM
PO BOX 95016PALANTINEIL600950016NONEPUBLIC CHARITYRELIGIOUS$1,800
SHUL OF BAL HARBOR
9540 COLLINS AVENUESURFSIDEFL33154NONEPUBLIC CHARITYVARIOUS RELIGIOUS/EDUCATION/PRESERVATION$1,800
TEMPLE MENORAH
620 75TH STREETMIAMI BEACHFL33141NONEPUBLIC CHARITYJEWISH EDUCATION$30,000
THE NEXT DOOR
965 TUCKER ROADHOOD RIVEROR97031NONEPUBLIC CHARITYHUMANITARIAN ASSISTANCE$500
TULANE UNIVERSITY
1555 POYDRAS STREET 1000NEW ORLEANSLA70112NONEPUBLIC CHARITYEDUCATION$138,500
UFARATZTA FUND INC
763 EASTERN PKWY SUITE E1BROOKLYNNY11213NONEPUBLIC CHARITYRELIGIOUS$2,764
UNITED WAY
ANSIN BLDG 3250 SW 3RD AVEMIAMIFL33129NONEPUBLIC CHARITYGENERAL SUPPORT$10,000
UNIVERSITY OF FLORIDA
1938 W UNIVERSITY AVENUEGAINESVILLEFL32603NONEPUBLIC CHARITYEDUCATION$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,710,864TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$245,358ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,117ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$888,919ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmtBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt
PARTNERSHIP INCOME (LOSS)14-$187,440
UBTI FROM PASSTHROUGHS900099-$56,665

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$56,665UnrelatedBusinessTaxblIncmAmt
Exclusion$974,954ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$918,289TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
STOCKS, BONDS AND OTHER INVESTMENTSAT COST$26,332,906$35,429,437
ACCRUED INTEREST AND DIVIDENDSAT COST$21,659$21,659

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT ADVISORY FEE$35,056$35,056$0$0
NET MARGIN INTEREST-$103-$103$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INVESTMENT INCOME$617$617
EXCISE TAX REFUND$27,500$0
PARTNERSHIP INCOME (LOSS)-$187,440-$187,440$0
UBTI FROM PASSTHROUGHS-$56,665$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXCategoryTxt
Amt$108Amt
Net Investment Income$108NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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