LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-10
- IRS object ID
- 202021629349100702
- Schema version
- 2019v5.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-10T07:55:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133877532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION - C/O CHERRY BEKAERT LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2127725700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD STE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2020-06-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN DANNER | PreparerPersonNm |
| PTIN | P00021233 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $3,061,344 | 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 |
| Interest On Sav Rev And Expnss | $26,643 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,643 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,713 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,713 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,049 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $451,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,049 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $133,405 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,405 | 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 | $7,491 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,491 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,219 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,219 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $198 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,908 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,908 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,875 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,875 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $142,783 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,908 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,497 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,360 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,811 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,811 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $161,423 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $101,553 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $100,375 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $978,789 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,017,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,964,856 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $906,778 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $809,245 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $832,130 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,821 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $100,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,106,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,093,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,061,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,639,808 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,639,808 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $466,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | $453,464 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,106,350 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,093,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,106,350 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,093,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,106,350 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$9,378 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,096,972 | SubtotalAmt |
| Other Decreases | $3,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,093,272 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHLUMBERGER LTD | P | 2012-09-25 | 2018-12-28 | $11,425 | $23,416 | -$11,991 | -$11,991 |
| SCHLUMBERGER LTD | P | 2013-08-07 | 2018-12-28 | $6,055 | $13,726 | -$7,671 | -$7,671 |
| SCHLUMBERGER LTD | P | 2018-10-02 | 2018-12-28 | $18,020 | $30,670 | -$12,650 | -$12,650 |
| US TSY 1.375% | P | 2018-02-28 | 2019-02-28 | $60,000 | $60,000 | $0 | $0 |
| JOHN DEERE | P | 2014-05-20 | 2019-03-04 | $45,000 | $45,200 | -$200 | -$200 |
| PEPSICO INC | P | 2001-08-03 | 2019-03-21 | $10,679 | $10,679 | $10,679 | |
| PEPSICO INC | P | 2008-12-11 | 2019-03-21 | $2,966 | $1,332 | $1,634 | $1,634 |
| UNITEDHEALTH GROUP INC | P | 2013-02-12 | 2019-03-21 | $13,809 | $3,164 | $10,645 | $10,645 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $1,095 | $458 | $637 | $637 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $1,147 | $481 | $666 | $666 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $1,147 | $481 | $666 | $666 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $1,147 | $481 | $666 | $666 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $561 | $235 | $326 | $326 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $561 | $235 | $326 | $326 |
| CORTEVA INC | P | 2009-05-11 | 2019-06-24 | $27 | $11 | $16 | $16 |
| DOW INC REG | P | 2019-06-06 | 2019-06-24 | $1,967 | $828 | $1,139 | $1,139 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $2,063 | $868 | $1,195 | $1,195 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $2,063 | $868 | $1,195 | $1,195 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $2,063 | $868 | $1,195 | $1,195 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $1,008 | $424 | $584 | $584 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $1,008 | $424 | $584 | $584 |
| DOW INC REG | P | 2009-05-11 | 2019-06-24 | $48 | $20 | $28 | $28 |
| MONSANTO CO | P | 2014-09-09 | 2019-07-15 | $25,000 | $24,942 | $58 | $58 |
| MONSANTO CO | P | 2014-09-09 | 2019-07-15 | $25,000 | $24,944 | $56 | $56 |
| AIR PRODUCTS & CHEM | P | 2016-03-28 | 2019-07-16 | $26,029 | $15,102 | $10,927 | $10,927 |
| ACCENTURE PLC SH | P | 2009-10-21 | 2019-09-12 | $19,386 | $3,908 | $15,478 | $15,478 |
| MASTERCARD INC | P | 2016-01-29 | 2019-09-12 | $17,809 | $5,560 | $12,249 | $12,249 |
| JPMORGAN CHASE 2.20% | P | 2015-02-18 | 2019-10-22 | $50,000 | $49,935 | $65 | $65 |
| COSTCO WHOLESALE 1.70% | P | 2014-06-13 | 2019-12-16 | $50,000 | $50,000 | $0 | $0 |
| APPLE INC | P | 2013-01-30 | 2019-12-19 | $15,153 | $3,741 | $11,412 | $11,412 |
| CVS HEALTH CORP | P | 2011-10-19 | 2019-12-09 | $13,257 | $6,270 | $6,987 | $6,987 |
| MICROSOFT CORP | P | 2017-09-07 | 2019-12-09 | $26,202 | $13,054 | $13,148 | $13,148 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,049 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $93,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,740,040 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033950 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,657,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043642 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $129,269 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,555,632 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050582 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $130,978 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,511,843 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $117,525 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,661,614 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044156 | DistributionYr5Rt |
| Total Distribution | 0.224474 | TotalDistributionRt |
| Average Distribution | 0.044895 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,828,598 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $126,990 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,155 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $124,875 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,310 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,310 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,749 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,749 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,439 | OverpaymentAmt |
| Applied To ES Tax | $1,439 | 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 | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | STEPHEN DANNER CPA | IndividualWithBooksNm |
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,816,027 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,871,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,871,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $43,075 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,828,598 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $141,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $141,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,310 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,310 | TotalTaxAmt |
| Distributable Before Adj | $139,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,120 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,875 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $124,875 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $31,126 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $31,126 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $45,371 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX MARROW CHILDREN'S FUND | |||||||
| 56 RYE RD | RYE | NY | 10580 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 |
| ALL HALLOWS HIGH SCHOOL | |||||||
| 111 E 164TH ST | BRONX | NY | 10452 | N/A | 501(C)(3) | EDUCATION | $500 |
| BETH EL SYNAGOGUE CENTER | |||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $4,000 |
| BROOKLYN COMMUNITY SERVICES | |||||||
| 285 SCHERMERHORM STREET | BROOKLYN | NY | 11217 | N/A | 501(C)(3) | SOCIAL/WELFARE | $5,000 |
| CATHOLIC CHARITIES OF BROOKLYN & QUEENS | |||||||
| 191 JORALEMON ST | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| CENTER FOR EDUCATION INNOVATION INC | |||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | EDUCATION | $12,500 |
| CHIAKI ADELPHOTIS AGHIA MARKELLA OF KIMISIS THEOTOKOU GREEK ORTHODOX CHURCH | |||||||
| 224 18TH STREET | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| CHILDREN'S TUMOR FOUNDATION | |||||||
| 370 LEXINGTON AVENUE SUITE 2100 | NEW YORK | NY | 10017 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $10,000 |
| COMMUNITY SERVICE SOCIETY | |||||||
| 633 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 |
| DORMITION OF THE VIRGIN MARY GREEK ORTHODOX CHURCH OF THE HAMPTONS | |||||||
| 111 ST ANDREWS ROAD | SOUTHAMPTON | NY | 11968 | N/A | 501(C)(3) | RELIGIOUS | $100 |
| FAULK CENTER FOR COUNSELING | |||||||
| 2245 BOCA RIO ROAD | BOCA RATON | FL | 33433 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 4TH ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| FRIENDS OF NEWBURGH CREW | |||||||
| 11 HILL ST | NEWBURGH | NY | 12550 | N/A | 501(C)(3) | ARTS | $500 |
| GREATER NY COUNCIL BOY SCOUTS | |||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| HELLENIC CLASSICAL CHARTER SCHOOL | |||||||
| 646 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| JUVENILE DIABETES FOUNDATION | |||||||
| 200 VESEY STREET 28TH FLOOR | NEW YORK | NY | 10281 | N/A | 501(C)(3) | SCIENTIFIC | $250 |
| MEMORIAL SLOAN KETTERING CENTER | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| MIKEY'S WAY FOUNDATION | |||||||
| 6400 MAIN STREET SUITE 120 | WILLIAMSVILLE | NY | 14221 | N/A | 501(C)(3) | SOCIAL/WELFARE | $5,000 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,025 |
| NATIONAL FOUNDATION FOR HUMAN POTENTIAL | |||||||
| 191 SWEET HOLLOW ROAD | OLD BETHPAGE | NY | 11804 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,500 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| NORTHEASTERN KIDNEY FOUNDATION | |||||||
| 99 TROY ROAD | EAST GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| OHOLEI TORAH BROOKLYN JEWISH CENTER | |||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | RELIGIOUS | $10,000 |
| SCO FAMILY OF SERVICES | |||||||
| 2-4 NEVINS ST | BROOKLYN | NY | 11217 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| SHAARE TEFILA CONGREGATION | |||||||
| 971 NE 172ND ST | MIAMI | FL | 33162 | N/A | 501(C)(3) | RELIGIOUS | $1,500 |
| SNARR NORTHEAST ADOPTION CENTER | |||||||
| PO BOX 307 | WHITE PLAINS | NY | 10602 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| STS CONSTANTINE & HELEN CATHEDRAL | |||||||
| 64 SCHERMEHORN STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $250 |
| SUNY IMPACT FOUNDATION | |||||||
| 353 BROADWAY | ALBANY | NY | 12207 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| TEMPLE SHAARY TEFILA | |||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | N/A | 501(C)(3) | RELIGIOUS | $1,500 |
| THE LADIES PHILOPTOCHOS | |||||||
| 126 EAST 37TH STREET | NEW YORK | NY | 10016 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 |
| THE LIA FOUNDATION | |||||||
| 300 BROADHOLLOW RDS STE 110W | MELVILLE | NY | 11747 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| THE VISCARDI CENTER | |||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| XAVERIAN HS | |||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,875 | 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 | $26,643 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,713 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,049 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,405 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,405 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHERRY BEKAERT | CategoryTxt |
| Amt | $7,491 | Amt |
| Net Investment Income | $7,491 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $809,245 | EOYBookValueAmt |
| EOYFMV | $832,130 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,017,842 | EOYBookValueAmt |
| EOYFMV | $1,964,856 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $101,553 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $100,375 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $100,821 | BookValueAmt |
| EOYFMV | $100,172 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $3,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL CORPORATE FEE | Desc |
| Revenue And Expenses Per Books | $198 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $198 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | CategoryTxt |
| Amt | $10,219 | Amt |
| Net Investment Income | $10,219 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments