HARVEY AND PHYLLIS SANDLER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY AND PHYLLIS SANDLER FOUNDATION INC (EIN 65-0452582)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202121339349102352
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T11:27:24-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2020-01-01 | 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 | 2021-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Gary | PersonFirstNm |
| Person Last | Rubin | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Lucianne J Allaire EA | PreparerPersonNm |
| PTIN | P00647836 | PTIN |
| Phone | 5617508299 | PhoneNum |
| Preparation | 2021-05-13 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,441,499 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $360 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $1,407,190 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $360 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,407,550 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $13,176 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,176 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $13,176 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $293,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $293,102 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $293,102 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $306,278 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $306,278 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $306,278 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,614,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $0 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,920,893 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $306,278 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $306,278 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $0 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,920,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,101,272 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $38,207 | CashBOYAmt |
| Cash EOY | $258,262 | CashEOYAmt |
| Cash EOYFMV | $258,262 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $390,589 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $0 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $0 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $2,282,608 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,939,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,183,237 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,711,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,198,061 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,441,499 | 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 | $2,711,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,198,061 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,711,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,061 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,711,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,198,061 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,711,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,920,533 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,407,190 | OtherIncreasesAmt |
| Subtotal | $2,198,061 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,198,061 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Eminence Fund, LTD | D | 1999-01-01 | 2020-01-05 | $500,000 | $0 | $38,330 | $461,670 | $0 | $0 | $0 | $461,670 |
| Eminence Fund, LTD | D | 1999-01-01 | 2020-06-30 | $650,000 | $0 | $57,910 | $592,090 | $0 | $0 | $0 | $592,090 |
| Sandler Plus Offshore Fund, LTD | D | 2001-10-01 | 2020-06-30 | $300,000 | $0 | $68,580 | $231,420 | $0 | $0 | $0 | $231,420 |
| Masters Research Partners,LP | P | 2012-12-27 | 2020-06-30 | $300,000 | $0 | $177,990 | $122,010 | $0 | $0 | $0 | $122,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,407,190 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,308 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,308 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,308 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $28,956 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,956 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$28,956 | OriginalReturnOverpaymentAmt |
| Overpayment | $13,648 | OverpaymentAmt |
| Applied To ES Tax | $13,648 | 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 | $21,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $348,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $370,125 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $370,125 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $364,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,308 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,308 | TotalTaxAmt |
| Distributable Before Adj | $2,921 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,921 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,921 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $0 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $0 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,921 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,400,710 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,564,961 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,421,450 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,976,415 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,363,536 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $0 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $7,363,536 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,921 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,400,710 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,962,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,564,961 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $2,421,450 | ExcessFromYear2Amt |
| Excess From Year1 | $1,976,415 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Harvey Sandler | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 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 | $125,000 |
| American Friends of Magen David Adom | ||||||
| 352 7 Avenue Ste 400 | New York | NY | 10001 | 501 (c) (3) | charitable purposes | $5,400 |
| Children's Healthcare of Atlanta | ||||||
| 1577 NE Expressway Ste A | Atlanta | GA | 30329 | 501 (c) (3) | Charitable purposes | $0 |
| Centre For the Arts at Mizner Park | ||||||
| 433 Plaza Real Ste 339 | Boca Raton | FL | 33432 | 501 (c) (3) | charitable purposes | $0 |
| Eat Better Love Better | ||||||
| 5737 Barnhill Rd Dr | Jacksonville | FL | 32207 | 501 (c) (3) | charitable purpose | $500 |
| Baruch College Alumni Assoc | ||||||
| One Bernard Baruch Way | New York | NY | 10010 | 501 (c) (3) | charitable purpose | $0 |
| Florida State Firefighters Association | ||||||
| PO Box 15887 | West Palm Beach | FL | 33416 | 501 (c) (3) | charitable purpose | $0 |
| Boca Raton Regional Hospital | ||||||
| 745b Meadows Road | Boca Raton | FL | 33486 | 501 (c) (3) | charitable purpose | $103,400 |
| Jacobson Family Food Pantry | ||||||
| 430 S Congress Ave | Delray Bch | FL | 33445 | 501 (c) (3) | charitable purpose | $0 |
| Congregation B'Nai Israel | ||||||
| 2200 Yamato Rd | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purpose | $650 |
| Florence Fuller Child Dev | ||||||
| 200 NE 14 St | Boca Raton | FL | 33432 | 501 (c) (3) | charitable purposes | $0 |
| Joe Dimaggio Children's Hospital | ||||||
| 3329 Johnson St | Hollywood | FL | 33021 | 501 (c) (3) | charitable purposes | $0 |
| Hillel of Broward & PB County | ||||||
| 777 Glades Rd Bldg LY-3A | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purposes | $35,000 |
| FAU Foundation | ||||||
| 777 Glade Rd | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purposes | $1,000,000 |
| Kindness Matters | ||||||
| 20283 St Rd 7 Ste 106 | Boca Raton | FL | 33431 | 501 (c) (3) | charitable purposes | $0 |
| Hands of Tzedakeh | ||||||
| 2901 Clint Moore Rd 318 | Boca Raton | FL | 33496 | 501 (c) (3) | charitable purposes | $25,000 |
| Israel Tennis Centers | ||||||
| 3275 W Hillsboro Blvd 102 | Deerfield Beach | FL | 33442 | 501 (c) (3) | charitable purposes | $0 |
| National Jewish Health | ||||||
| 1400 Jackson St | Denver | CO | 80206 | 501 (c) (3) | charitable purposes | $668 |
| JAFCO | ||||||
| 4200 N University Dr | Fort Lauderdale | FL | 33351 | 501 (c) (3) | charitable purposes | $24,557 |
| Rainforest Fund | ||||||
| 420 Lexington Ave Ste 1710 | New York | NY | 10170 | 501 (c) (3) | charitable purposes | $0 |
| JCCA | ||||||
| 120 Wall St | New York | NY | 10005 | 501 (c) (3) | charitable purposes | $0 |
| Samuel Waxman Cancer Research Fdn | ||||||
| 420 Lexington Ave Ste 825 | New York | NY | 10170 | 501 (c) (3) | charitable purposes | $0 |
| Tikia Children's Home | ||||||
| 8 Henderson Dr | W Caldwell | NJ | 07006 | 501 (c) (3) | charitable purposes | $2,000 |
| Jewish Federation of SPB | ||||||
| 9901 Donna Klein Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $225,360 |
| John Hopkins University | ||||||
| 1830 E Monument St Rm 9026 | Baltimore | MD | 21287 | 501 (c) (3) | charitable purposes | $18,000 |
| Veterans in Need Foundation | ||||||
| 3036 S Jog Rd | Greenacres | FL | 33467 | 501 (c) (3) | charitable purposes | $0 |
| Sweet Dream Makers | ||||||
| 55 NE 5 Ave Ste 400 | Boca Raton | FL | 33432 | 501 (c) (3) | charitable purposes | $1,800 |
| Morgan Pressel Foundation | ||||||
| PO Box 48057 | Delray Beach | FL | 33448 | 501 (c) (3) | charitable purposes | $0 |
| Yemin Orde Youth League | ||||||
| 17191 Northway Cir | Boca Raton | FL | 33496 | 501 (c) (3) | charitable purposes | $0 |
| Ruth Rales Jewish Family Service | ||||||
| 21300 Ruth Baron Coleman Blvd | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purposes | $42,380 |
| Acupuncture Zen Foundation | ||||||
| 900 E Atlantic Avenue | Delray Beach | FL | 33483 | 501 (c) (3) | charitable purpose | $0 |
| Emy's Promise | ||||||
| 10612 Medocino Lane | Boca Raton | FL | 33428 | 501 (3) (c) | charitable purpose | $0 |
| JARC | ||||||
| 21160 95 Ave South | Boca Raton | FL | 33428 | 501 (c) (3) | charitable purpose | $0 |
| Lymphomia Research Foundation | ||||||
| 88 Pine Street Ste 2400 | New York | NY | 10005 | 501 (c) (3) | charitable purpose | $0 |
| Peacful Mind Peaceful Life | ||||||
| 201 Plaza real Ste 140 | Boca Raton | FL | 33432 | 501 (c) (3) | charitable purpose | $0 |
| Birthright Israel Fund | ||||||
| PO Box 21615 | New York | NY | 10087 | 501 (c) (3) | charitable purpose | $3,600 |
| Play for PINK | ||||||
| 28 W 44 St Ste 609 | New York | NY | 10036 | 501 (c) (3) | charitable purpose | $300 |
| Sunrise Day Camp | ||||||
| 101475 Colonial Sp Rd | Wyandauch | NY | 11798 | 501 (c) (3) | charitable purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,614,615 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,407,191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,407,551 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,407,551 | 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 (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Eminence Fund Ltd. | $40,224 | $574,581 |
| Sandler Offshore Fund | $183,219 | $887,392 |
| Other Securities | $394,346 | $0 |
| Masters Research Partners LP | $1,322,010 | $2,721,264 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $291,409 | $291,409 | $291,409 | $0 |
| Bank Service Charges | $0 | $0 | $0 | $0 |
| Florida Annual Report | $61 | $61 | $61 | $0 |
| Meals and Entertainment | $1,632 | $1,632 | $1,632 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Net Income | Desc |
| Amt | $1,407,190 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax on Investment Income | CategoryTxt |
| Amt | $13,176 | Amt |
| Net Investment Income | $13,176 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,176 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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