ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349100228
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T10:09:42-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522370901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARY ROEPCKE MULCHAEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE SUITE 600 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311499050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND ARI DESHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 6143407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD NO 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN S DESHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6143407700 | PhoneNum |
| Signature | 2019-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM T VASIL | PreparerPersonNm |
| PTIN | P00912665 | PTIN |
| Phone | 6144863600 | PhoneNum |
| Preparation | 2019-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | 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 | $7,583,540 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,021,127 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,599 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,599 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,960 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,960 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $548,728 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,664,289 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $548,728 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,753,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $732,287 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $17,876 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,876 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,724 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,464 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,850 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,340 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $509,044 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $509,044 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $548,894 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,340 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $509,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,204,520 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $709,947 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $495,876 | CashBOYAmt |
| Cash EOY | $546,164 | CashEOYAmt |
| Cash EOYFMV | $546,164 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $26,466 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $5,180 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $5,180 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $3,110 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,913,455 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,032,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,977,196 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $40,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $5,478,907 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,638,997 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,583,540 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $214,130 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $169,700 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $214,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $169,700 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,264,777 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,469,297 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,264,777 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,469,297 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,478,907 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,638,997 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,264,777 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,204,520 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,469,297 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,469,297 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED STMT-02195 | P | $1,214,609 | $1,219,139 | -$4,530 | -$4,530 |
| SEE ATTACHED STMT-04053 | D | $625,268 | $71,127 | $554,141 | $554,141 |
| SEE ATTACHED STMT-02195 | P | $818,487 | $825,295 | -$6,808 | -$6,808 |
| CAPITAL GAINS DISTRIBUTIONS-02195 | P | $5,925 | $5,925 | $5,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $548,728 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $878,422 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,601,445 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.133065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $503,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,233,965 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096208 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,467,473 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,041,449 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.242901 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $503,468 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,535,521 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.111006 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $709,567 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,143,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171265 | DistributionYr5Rt |
| Total Distribution | 0.754445 | TotalDistributionRt |
| Average Distribution | 0.150889 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,531,476 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,136,417 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,099 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,143,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $509,044 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,199 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,199 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $67 | EsPenaltyAmt |
| Overpayment | $8,234 | OverpaymentAmt |
| Applied To ES Tax | $8,234 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARI DESHE | IndividualWithBooksNm |
| Phone | 6143407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| ANN DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARI DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | VICE-PRESIDENT | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,214,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $431,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,646,169 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,646,169 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $114,693 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,531,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $376,574 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $376,574 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,199 | TotalTaxAmt |
| Distributable Before Adj | $362,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $362,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $362,375 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $509,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $509,044 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $509,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $362,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $505,619 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $282,836 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,184,385 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $243,739 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $562,398 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,778,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $509,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $362,375 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $146,669 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,925,646 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $505,619 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,420,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $282,836 | ExcessFromYear4Amt |
| Excess From Year3 | $1,184,385 | ExcessFromYear3Amt |
| Excess From Year2 | $243,739 | ExcessFromYear2Amt |
| Excess From Year1 | $562,398 | ExcessFromYear1Amt |
| Excess From Current Year | $146,669 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN DESHE | ContributingManagerNm |
| Contributing Manager | ARI DESHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN JEWISH COMMUNITY CENTER | ||||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $23,000 | |
| BLUE SKY FUND | ||||||||
| PO BOX 8108 | RICHMOND | VA | 23223 | NONE | 501(C)3 | GENERAL OPERATING FUND | $300 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,800 | |
| BUTTERLFY CHILDREN | ||||||||
| 1729 W LARK DR | CHANDLER | AZ | 85286 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| BETH JACOB CONGREGATION CELEBRATION AND TESTIMONIAL EVENT | ||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $900 | |
| ASPEN ART MUSEUM | ||||||||
| 637 E HYMAN AVE | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 | |
| ASPEN BUDDY PROGRAM | ||||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $4,967 | |
| AVENTURA TURNBERRY JEWISH CENTER | ||||||||
| 20400 NE 30TH AVE | AVENTURA | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $51,900 | |
| BIG BROTHERS BIG SISTERS OF MIAMI | ||||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |
| CHABAD CENTER AT UNIVERSITY OF COLORADO | ||||||||
| 909 14TH STREET | BOULDER | CO | 80302 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 | |
| CHABAD HOUSE ON WHEELS INC | ||||||||
| 669 LINCOLN LANE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,600 | |
| COLUMBUS JEWISH HISTORICAL SOCIETY | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 | |
| COLUMBUS JEWISH FOUNDATION - JACK ROTH FUND | ||||||||
| 857 MOHAWK STREET | COLUMBUS | OH | 43206 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |
| COLORADO ACADEMY | ||||||||
| 30800 S PIERCE ST | DENVER | CO | 80235 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 | |
| CONGREGATION AGUDAS ACHIM | ||||||||
| 2767 E BROAD STREET | BEXLEY | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,100 | |
| EDESIA NUTRITION | ||||||||
| 550 ROMANO VINEYARD WAY | NORTH KINGSTOWN | RI | 02852 | NONE | 501(C)3 | GENERAL OPERATING FUND | $270 | |
| DENVER JEWISH DAY SCHOOL | ||||||||
| 2450 S WABASH STREET | DENVER | CO | 80231 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 | |
| EB RESEARCH PARTNERSHIP | ||||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 | |
| FLYING HORSE FARMS | ||||||||
| 5260 OH-95 | MT GILEAD | OH | 43338 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 | |
| FRIENDS OF IDF | ||||||||
| 2040 NE 163RD STREET SUITE 207 | MIAMI BEACH | FL | 33162 | NONE | 501(C)3 | GENERAL OPERATING FUND | $29,360 | |
| FRIENDS OF ASOR FUND USA INC | ||||||||
| ONE COMMERCE PLAZA 99 WASHINGTON | ALBANY | NY | 12210 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 | AVE SUITE 805-A |
| GRALAND COUNTY DAY SCHOOL | ||||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $101,000 | |
| HADASSH KEEPERS OF THE GATE | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,500 | |
| JAFCO | ||||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)3 | GENERAL OPERATING FUND | $4,700 | |
| JAZZ ASPEN SNOWMASS | ||||||||
| 110 EAST HALLAM SUITE 104 | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $6,370 | |
| JEWISH COLORADO | ||||||||
| 300 S DAHILIA ST | DENVER | CO | 80246 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 | |
| JEWISH FAMILY SERVICES-DENVER | ||||||||
| 6555 WEST MAPLE ROAD-WEST | BLOOMFIELD | MI | 48322 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| JEWISH FEDERATION OF COLUMBUS | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $155,100 | |
| JEWISH FEDERATION OF LOS ANGELES | ||||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| KENT DENVER SCHOOL | ||||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |
| LITTLE LIGHTHOUSE FOUNDATION | ||||||||
| 100 NORTH BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 | |
| KESHER | ||||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||
| 1275 NEW YORK AVENUE | NEW YORK | NY | 10065 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| MCA DENVER | ||||||||
| 1485 DELGANY ST | DENVER | CO | 80202 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| MOISHE HOUSE | ||||||||
| 5007 PROVIDENCE ROAD | CHARLOTTE | NC | 82826 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 | |
| MOUNT SINAI | ||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,100 | |
| MARCH OF OUR LIVES | ||||||||
| PO BOX 8929 | CORAL SPRINGS | FL | 33075 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 | |
| NATIONAL JEWISH HEALTH | ||||||||
| 1400 JACKSON ST | DENVER | CO | 80206 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 | |
| NATIONAL MS SOCIETY | ||||||||
| 1501 REEDSDALE STREET STE 105 | PITTSBURGH | PA | 15233 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 | |
| OSU | ||||||||
| 660 ACKERMAN ROAD | COLUMBUS | OH | 432183112 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| PANCREATIC CANCER NETWORK | ||||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 | |
| RABBI YOSSI | ||||||||
| 411 HEMPSTEAD TURNPIKE SUITE L1 | WEST HEMPSTEAD | NY | 115521350 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,980 | |
| PRINCETON UNIVERSITY | ||||||||
| 40 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| PRIME MINISTER'S COUNCIL OF JEWISH FEDERATIONS | ||||||||
| 25 BROADWAY17TH FLOOR | NEW YORK | NY | 10004 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,520 | |
| RADY CHILDRENS HOSPITAL | ||||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 | |
| TEMPLE EMANU-EL | ||||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,018 | |
| THE BLUE CARD | ||||||||
| 171 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATING FUND | $259 | |
| THE JAMES CANCER HOSPITAL | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 | |
| UNIVERSITY OF MIAMI | ||||||||
| 40 NW 3RD AVE | MIAMI | FL | 33128 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 | |
| WHOLE WORLD WATER | ||||||||
| 4 BOND STREET 4 | NEW YORK | NY | 10012 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 | |
| WOMEN'S HEALTH ACCESS MATTERS | ||||||||
| 19 EAST ELM ST 3RD FLOOR | GREENWICH | CT | 06830 | NONE | 501(C)3 | GENERAL OPERATING FUND | $20,000 | |
| WOMEN OF TOMORROW | ||||||||
| 8400 NW 36TH ST SUITE 450 | DORAL | FL | 33166 | NONE | 501(C)3 | GENERAL OPERATING FUNDGENERAL OPERATING FUND | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $509,044 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,599 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,960 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $548,728 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $732,287 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $732,287 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (7 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| DARA L SEGAL | |||||||
| 1 | 500 CIRCLE DRIVE | DENVER | CO | 80206 | $7,870 | Yes (X) | |
| DAVID S DESHE | |||||||
| 2 | 5327 N BAY ROAD | MIAMI BEACH | FL | 33140 | $7,932 | Yes (X) | |
| ELIE M DESHE | |||||||
| 3 | 20801 BISCAYNE BLVD STE 431 | AVENTURA | FL | 33180 | $7,886 | Yes (X) | |
| ANN DESHE | |||||||
| 4 | 10201 COLLINS AVE APT 1702 | BAY HARBOR | FL | 33154 | $47,439 | Yes (X) | |
| ELIE M DESHE | |||||||
| 5 | 20801 BISCAYNE BLVD STE 431 | AVENTURA | FL | 33180 | $400,000 | Yes (X) | |
| DAVID S DESHE | |||||||
| 6 | 5327 N BAY ROAD | MIAMI BEACH | FL | 33140 | $400,000 | Yes (X) | |
| DARA L SEGAL | |||||||
| 7 | 500 CIRCLE DRIVE | DENVER | CO | 80206 | $150,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 505 SHARES OF FOUNDATION MEDICINE INC. | $69,104 | 2018-07-25 |
| 2 | 509 SHARES OF FOUNDATION MEDICINE INC. | $69,652 | 2018-07-25 |
| 3 | 506 SHARES OF FOUNDATION MEDICINE INC. | $69,241 | 2018-07-25 |
| 4 | 3,044 SHARES OF FOUNDATION MEDICINE INC. | $416,541 | 2018-07-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION | IdentifierTxt |
| Form And Line Reference | PART VII-A 8B | FormAndLineReferenceDesc |
| Medium Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED.THE ACCOUNTING FEES OF $3,050 ARE FOR THE PREPARATION OF FORM 990-PF. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT - ISRAEL BONDS | BondNm |
| EOY Book Value | $40,000 | EOYBookValueAmt |
| EOYFMV | $40,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - CORPORATE STOCK | $411,007 | $1,180,831 |
| INVESTMENT - MUTUAL FUNDS | $5,621,646 | $5,796,365 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $17,876 | Amt |
| Net Investment Income | $17,876 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $4,464 | $4,464 | $0 |
| FEDERAL EXCISE TAX | $14,260 | $0 | $0 |
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