BETA

FINKER - FRENKEL LEGACY FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
FINKER - FRENKEL LEGACY FOUNDATION INC (EIN 46-2925647)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-10
IRS object ID
202141309349102144
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)
Return2021-05-10T18:55:46-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135381590PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BDO USA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11450 BRICKELL AVENUE 18TH FLAddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN462925647EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINKER-FRENKEL LEGACY FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFINKBusinessNameControlTxt
Phone9049968805PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1801 BRICKELL AVENUE NO 2550AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonEUGENE FRENKELPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone9049968805PhoneNum
Signature2021-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstEUGENEPersonFirstNm
Person LastFRENKELPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLEIF NOVIE CPAPreparerPersonNm
PTINP00548257PTIN
Phone3053735500PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$610,854FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$9,979ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$17,737DividendsRevAndExpnssAmt
Dividends Net Invst Incm$17,737DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,139NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$500,322GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,139CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$38,855TotalRevAndExpnssAmt
Total Net Invst Incm$28,876TotalNetInvstIncmAmt
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
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,000AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,905OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,952OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,952OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$11,626TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,531TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,952TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,952TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$905,781ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$905,781ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$925,312TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,952TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$909,733TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$886,457ExcessRevenueOverExpensesAmt
Net Investment Income$24,924NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$580,989CashBOYAmt
Cash EOY$167,355CashEOYAmt
Cash EOYFMV$167,355CashEOYFMVAmt
Corporate Stock BOY$908,907CorporateStockBOYAmt
Corporate Stock EOY$436,629CorporateStockEOYAmt
Corporate Stock EOYFMV$443,499CorporateStockEOYFMVAmt
Total Assets BOY$1,489,896TotalAssetsBOYAmt
Total Assets EOY$603,984TotalAssetsEOYAmt
Total Assets EOYFMV$610,854TotalAssetsEOYFMVAmt
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$1,489,896RetainedEarningBOYAmt
Retained Earning EOY$603,984RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,489,896TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$603,984TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,489,896TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$603,984TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,489,896TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$886,457ExcessRevenueOverExpensesAmt
Other Increases$545OtherIncreasesAmt
Subtotal$603,984SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$603,984TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BNY MELLON SHORT TERMD2020-01-012020-12-31$187,104$186,425$679$679
BNY MELLON LONG TERMD2019-01-012020-12-31$313,218$302,758$10,460$10,460
FieldValueIRS element (for citing)
Capital Gain Net Income$11,139CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$346InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$346SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$346TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$346TaxDueAmt

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 StateFLOrgReportOrRegisterStateCd
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 AddressWWW.LEGACYF.COMWebsiteAddressTxt
Individual With BooksEUGENE FRENKELIndividualWithBooksNm
Phone9049968800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1801 BRICKELL AVENUE 2550AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
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 Holdings0BusinessHoldingsInd
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 (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
EUGENE FRENKEL
801 BRICKELL AVENUE 2550MIAMIFL33131DIRECTOR1.00$0$0$0
DR RAISSA M FRENKEL
801 BRICKELL AVENUE 2550MIAMIFL33131DIRECTOR1.00$0$0$0
DR LAZAR S FINKER
801 BRICKELL AVENUE 2550MIAMIFL33131DIRECTOR1.00$0$0$0
STEVEN FINKER
801 BRICKELL AVENUE 2550MIAMIFL33131DIRECTOR1.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$862,839AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$236,761AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,099,600TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,099,600AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$16,494CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,083,106NetVlNoncharitableAssetsAmt
Minimum Investment Return$54,155MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$54,155MinimumInvestmentReturnAmt
Tax Based On Investment Income$346TaxBasedOnInvestmentIncomeAmt
Total Tax$346TotalTaxAmt
Distributable Before Adj$53,809DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$53,809DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$53,809DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$909,733ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$909,733QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$909,733AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,809DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$124,274ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$601,153ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$980,216ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,141,449ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,033,252ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,880,344TotalExcessDistributionCyovAmt
Qualifying Distributions$909,733QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,809AppliedToCurrentYearAmt
Remaining Distri From Corpus$855,924RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$4,736,268TotalCorpusAmt
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$124,274ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,611,994ExcessDistriCyovToNextYrAmt
Excess From Year4$601,153ExcessFromYear4Amt
Excess From Year3$980,216ExcessFromYear3Amt
Excess From Year2$1,141,449ExcessFromYear2Amt
Excess From Year1$1,033,252ExcessFromYear1Amt
Excess From Current Year$855,924ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRAISSA M FRENKELRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1801 BRICKELL AVENUE 2550AddressLine1Txt
CityMIAMICityNm
State AbbreviationFLStateAbbreviationCd
ZIP33131ZIPCd
FieldValueIRS element (for citing)
Recipient Phone9049968800RecipientPhoneNum
Form And Info And MaterialsBY LETTER INDICATING PURPOSE OF CHARITABLE ORGANIZATIONFormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsMUST QUALIFY AS CHARITABLE ORGANIZATION UNDER THE INTERNAL REVENUE CODERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CHABAD LUBAVITCH OF SOUTHSIDE
11271 ALUMNI WAY 1JACKSONVILLEFL32246NONEPCOPERATIONAL SUPPORT$60,000
CHADBAD RUSSIAN CENTER OF S FL
252 SUNNY ISLES BOULEVARD 3SUNNY ISLES BEACHFL33160NONEPCOPERATIONAL SUPPORT$83,731
JEWISH COMMUNITY CENTER OF MOSCOW
531 CROWN STREETBROOKLYNNY11213NONEPCOPERATIONAL SUPPORT$40,000
MAKE A WISH SOUTH FLORIDA
4491 SOUTH STATE ROAD 7 SUITE 201FT LAUDERDALEFL33314NONEPCOPERATIONAL SUPPORT$400,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD ASCHER BLDG SUITEMIAMI BEACHFL33140NONEPCOPERATIONAL SUPPORT$110,000100
POAT - POLICE OFFICER ASSISTANCE TRUST
1030 NW 111TH AVENUE SUITE 232MIAMIFL33172NONEPCOPERATIONAL SUPPORT$10,000
UNIVERSITY OF MIAMI
1320 SOUTH DIXIE HIGHWAYCORAL GABLESFL33146NONEPCOPERATIONAL SUPPORT$114,500
MIAMI JEWISH HEALTH SYSTEMS
5200 NE 2ND AVENUEMIAMIFL33137NONEPCOPERATIONAL SUPPORT$10,000
THE PERLMAN MUSIC PROGRAM INC
19 WEST 69TH STREET SUITE 1101NEW YORKNY10023NONEPCOPERATIONAL SUPPORT$75,000
JEWISH FEDERATION AND FOUNDATION OF NE FL
8505 SAN JOSE BOULEVARDJACKSONVILLEFL32217NONEPCOPERATIONAL SUPPORT$2,500
FLORIDA SHERIFFS ASSOCIATION
2617 MAHAN DRIVETALLAHASSEEFL32308NONEPCOPERATIONAL SUPPORT$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$905,781TotalGrantOrContriPdDurYrAmt
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$17,737ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,139ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,876ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,876TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonASOKA WOEHRMANNContributorPersonNm

Contributor Foreign Address ContributorForeignAddress

FieldValueIRS element (for citing)
Address Line1MAINZER LANDSTRAE 1117 D60329AddressLine1Txt
Province Or StateFRANKFURTProvinceOrStateNm
CountryGMCountryCd
FieldValueIRS element (for citing)
Total Contributions$9,979TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,000Amt
Net Investment Income$2,000NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,000DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockBNY MELLON 0012 MUTUAL FUNDSStockNm
EOY Book Value$436,629EOYBookValueAmt
EOYFMV$443,499EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMISC DIFFERENCEDesc
Amt$545Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES - OTHERCategoryTxt
Amt$3,905Amt
Net Investment Income$1,952NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,952DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$11,626Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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