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LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-05-18
IRS object ID
202141389349100524
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)
Return2021-05-18T15:23:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133877532EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LEONARD FRIEDLAND CHARITABLEBusinessNameLine1Txt
Business Name Line2FOUNDATION - C/O CHERRY BEKAERT LLPBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlLEONBusinessNameControlTxt
Phone2127725700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD STE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD PRESANTPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2125577200PhoneNum
Signature2021-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstHOWARDPersonFirstNm
Person LastPRESANTPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG ENGELPreparerPersonNm
PTINP00447994PTIN
Phone7866936300PhoneNum

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$3,341,108FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$25,309InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25,309InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$37,042DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,042DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,577NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$503,733GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$57,774TotalRevAndExpnssAmt
Total Net Invst Incm$62,351TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,400AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,400AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,648OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$14,648OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Other Expenses Rev And Expnss$358OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$358OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$20,406TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,406TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$89,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$89,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,356TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,406TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$89,950TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$52,582ExcessRevenueOverExpensesAmt
Net Investment Income$41,945NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$63,811SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$72,308SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$72,308SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$101,553USGovernmentObligationsBOYAmt
US Government Obligations EOY$170,259USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$170,937USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,017,842CorporateStockBOYAmt
Corporate Stock EOY$947,647CorporateStockEOYAmt
Corporate Stock EOYFMV$2,199,315CorporateStockEOYFMVAmt
Corporate Bonds BOY$809,245CorporateBondsBOYAmt
Corporate Bonds EOY$749,655CorporateBondsEOYAmt
Corporate Bonds EOYFMV$796,457CorporateBondsEOYFMVAmt
Other Investments BOY$100,821OtherInvestmentsBOYAmt
Other Investments EOY$100,821OtherInvestmentsEOYAmt
Other Investments EOYFMV$102,091OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,093,272TotalAssetsBOYAmt
Total Assets EOY$2,040,690TotalAssetsEOYAmt
Total Assets EOYFMV$3,341,108TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,639,808CapitalStockBOYAmt
Capital Stock EOY$1,639,808CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$453,464RetainedEarningBOYAmt
Retained Earning EOY$400,882RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,093,272TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,040,690TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,093,272TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,040,690TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,093,272TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$52,582ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,040,690SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,040,690TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
APPLE INCP2013-01-302020-01-15$17,750$3,741$14,009$14,009
APPLE INCP2013-01-302020-01-15$934$197$737$737
INTL FLAVORS & FRAGRNCP2019-09-122020-01-15$41,221$40,500$721$721
FEDEX CORP DELAWARE COMP2018-01-032020-02-11$10,699$17,687-$6,988-$6,988
FEDEX CORP DELAWARE COMP2018-10-292020-02-11$15,734$21,147-$5,413-$5,413
FEDEX CORP DELAWARE COMP2018-12-282020-02-11$35,402$35,911-$509-$509
EXXON MOBIL CORP COMP2009-11-182020-02-27$20,840$31,680-$10,840-$10,840
EXXON MOBIL CORP COMP2011-01-032020-02-27$3,739$5,609-$1,870-$1,870
EMERSON ELEC COP2018-05-232020-03-27$17,763$28,371-$10,608-$10,608
US BANCORPP2017-11-012020-03-20$21,657$37,301-$15,644-$15,644
US BANCORPP2018-02-142020-03-20$20,221$34,923-$14,702-$14,702
UNITED TECHS CORP COMP2007-07-182020-03-10$18,593$11,924$6,669$6,669
UNITED TECHS CORP COMP2007-11-072020-03-10$11,843$7,676$4,167$4,167
UNITED TECHS CORP COMP2007-11-072020-03-10$11,843$7,662$4,181$4,181
UNITED TECHS CORP COMP2008-12-112020-03-10$8,882$3,612$5,270$5,270
UNITED TECHS CORP COMP2014-10-282020-03-10$8,053$7,249$804$804
ROYAL DUTCH SHEL PLCP2020-02-272020-04-24$27,641$36,367-$8,726-$8,726
UNITED TECHNOLOGI 3.65% 23P2019-07-302020-05-19$55,160$52,451$2,709$2,709
LOWE'S COMPANIES INCP2018-04-032020-05-21$37,240$27,147$10,093$10,093
LOWE'S COMPANIES INCP2018-04-032020-06-16$26,040$17,236$8,804$8,804
LOWE'S COMPANIES INCP2018-10-292020-06-16$28,644$20,656$7,988$7,988
MEDTRONIC INC 3.50% 2025P2018-01-182020-10-29$20,294$18,688$1,606$1,606
UNITEDHEALTH GROUP INCP2013-02-122020-11-13$3,491$575$2,916$2,916
US BANCORP CLDP2016-03-212020-12-29$40,000$40,000$0$0
RAYTHEON TECHNOLOGIESP2020-03-102020-04-08$49$49$49
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,577CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$583InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$583SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,439EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,439TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$856OverpaymentAmt
Applied To ES Tax$856AppliedToESTaxAmt
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 StateDEOrgReportOrRegisterStateCd
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 BooksCRAIG ENGEL CPAIndividualWithBooksNm
Phone7866936300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
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

FieldValueIRS element (for citing)
PersonHOWARD PRESANTPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 THIRD AVENUE 34TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10158ZIPCd
FieldValueIRS element (for citing)
TitleSEC., TREASURER, MANAGERTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,900,535AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$107,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,008,309TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,008,309AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$45,125CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,963,184NetVlNoncharitableAssetsAmt
Minimum Investment Return$148,159MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$148,159MinimumInvestmentReturnAmt
Tax Based On Investment Income$583TaxBasedOnInvestmentIncomeAmt
Total Tax$583TotalTaxAmt
Distributable Before Adj$147,576DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$147,576DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$147,576DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$89,950ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$89,950QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$89,950AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$147,576DistributableAsAdjustedAmt
Undistributed Income PY$45,371UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$89,950QualifyingDistributionsAmt
Applied To Year1$45,371AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$44,579AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$102,997UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEX MARROW CHILDREN'S FUND
56 RYE RDRYENY10580N/A501(C)(3)SOCIAL/WELFARE$2,500
BOY SCOUTS OF AMERICA
350 FIFTH AVENUE SUITE 430NEW YORKNY10118N/A501(C)(3)SOCIAL WELFARE$4,000
BROOKLYN FOR LIFE INC
200 PARK AVE S 8TH FLOORNEW YORK CITYNY10003N/A501(C)(3)SOCIAL/WELFARE$500
CHILDREN'S DEFENSE FUND
840 FIRST STREET NE SUITE 300WASHINGTONDC20002N/A501(C)(3)SOCIAL/WELFARE$5,000
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY100176603N/A501(C)(3)SOCIAL/WELFARE$6,000
FAULK CENTER FOR COUNSELING
2245 BOCA RIO ROADBOCA RATONFL33433N/A501(C)(3)SOCIAL/WELFARE$2,000
FOOD BANK OF NEW YORK CITY
39 BROADWAYNEW YORKNY10006N/A501(C)(3)SOCIAL/WELFARE$200
MIKEY'S WAY FOUNDATION
6400 MAIN STREET SUITE 120WILLIAMSVILLENY14221N/A501(C)(3)SOCIAL/WELFARE$5,000
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD SUITE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC$50,000
NYU LANGONE
550 FORST AVENUENEW YORKNY10016N/A501(C)(3)EDUCATION$3,750
TEMPLE SHAARY TEFILA
89 BALDWIN ROADBEDFORD CORNERSNY10549N/A501(C)(3)RELIGIOUS$2,500
THE HOPE PROGRAM
444 SW 2ND AVE 5TH FLOORMIAMI BEACHFL33130N/A501(C)(3)SOCIAL/WELFARE$6,000
XAVERIAN HS
7100 SHORE ROADBROOKLYNNY11209N/A501(C)(3)EDUCATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$89,950TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$25,309ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,042ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$4,577ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,774ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,774TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryCHERRY BEKAERTCategoryTxt
Amt$5,400Amt
Net Investment Income$5,400NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$749,655EOYBookValueAmt
EOYFMV$796,457EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKSStockNm
EOY Book Value$947,647EOYBookValueAmt
EOYFMV$2,199,315EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$170,259USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$170,937USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$100,821BookValueAmt
EOYFMV$102,091EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL CORPORATE FEE$198$198$0
BANKING FEES$160$160$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryHAVERFORD TRUST COMPANYCategoryTxt
Amt$14,648Amt
Net Investment Income$14,648NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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