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J&H GROSS FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
J&H GROSS FAMILY FOUNDATION (EIN 11-3344451)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-02-04
IRS object ID
202040359349100504
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-02-04T11:34:41-06:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112473984PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LESHKOWITZ & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10016ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113344451EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1J&H GROSS FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJ&HGBusinessNameControlTxt
Phone8453622006PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJONATHAN GROSSPersonNm
Person TitleCFOPersonTitleTxt
Phone8453622006PhoneNum
Signature2019-11-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOSEPH LESHKOWITZPreparerPersonNm
PTINP00586169PTIN
Phone2125325550PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$830,636FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$581,940ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$7InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$7InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$9,492DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,492DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$18,742NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$105,000GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$48,468CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$281OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$281OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$610,462TotalRevAndExpnssAmt
Total Net Invst Incm$58,248TotalNetInvstIncmAmt
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$11,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,660AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$6,990AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$26,518OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$26,518OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$38,168TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,660TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$33,508TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,952ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,952ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$104,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,660TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$99,460TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$506,342ExcessRevenueOverExpensesAmt
Net Investment Income$53,588NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$11,271CashBOYAmt
Cash EOY$11,552CashEOYAmt
Cash EOYFMV$11,552CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,019SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,951SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,951SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$163,356CorporateStockBOYAmt
Corporate Stock EOY$668,485CorporateStockEOYAmt
Corporate Stock EOYFMV$815,133CorporateStockEOYFMVAmt
Total Assets BOY$177,646TotalAssetsBOYAmt
Total Assets EOY$683,988TotalAssetsEOYAmt
Total Assets EOYFMV$830,636TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$177,646RetainedEarningBOYAmt
Retained Earning EOY$683,988RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$177,646TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$683,988TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$177,646TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$683,988TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$177,646TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$506,342ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$683,988SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$683,988TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
191.55 FIDELITY TOTAL MKT INDEX PREMIUM CLD2016-09-122018-11-13$15,000$8,164$6,836$6,836
605.62 FIDELITY TOTAL MKT INDEX PREMIUM CLD2016-09-122019-05-03$50,000$26,295$23,705$23,705
1,775.41 FID. MID CAP INDEX PREMIUM CLASSD2014-09-302018-09-14$40,000$22,073$17,927$17,927
FieldValueIRS element (for citing)
Capital Gain Net Income$48,468CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$50,472AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$252,429NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.199945DistributionYr1Rt
Adjusted Qlfy Distri Yr2$136,797AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$276,732NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.494330DistributionYr2Rt
Adjusted Qlfy Distri Yr3$154,385AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$300,783NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.513277DistributionYr3Rt
Adjusted Qlfy Distri Yr4$168,004AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$340,070NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.494028DistributionYr4Rt
Adjusted Qlfy Distri Yr5$104,144AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$287,309NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.362481DistributionYr5Rt
Total Distribution2.064061TotalDistributionRt
Average Distribution0.412812AverageDistributionRt
Net Vl Noncharitable Assets$548,075NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$226,252AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$536NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$226,788AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$99,460QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,072InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,072SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,072TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Es Penalty$44EsPenaltyAmt
Overpayment$1,884OverpaymentAmt
Applied To ES Tax$1,884AppliedToESTaxAmt
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 StateNYOrgReportOrRegisterStateCd
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 BooksJH GROSS FAMILY FOUNDATIONIndividualWithBooksNm
Phone8453622006PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
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
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN GROSS
5025 COLLINS AVENUE APT 801MIAMI BEACHFL33140TRUSTEE3.00$0$0$0
HEDDY GROSS
5025 COLLINS AVENUE APT 801MIAMI BEACHFL33140TRUSTEE1.00$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

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$547,061AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$556,421TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$556,421AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,346CashDeemedCharitableAmt
Net Vl Noncharitable Assets$548,075NetVlNoncharitableAssetsAmt
Minimum Investment Return$27,404MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$27,404MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,072TaxBasedOnInvestmentIncomeAmt
Total Tax$1,072TotalTaxAmt
Distributable Before Adj$26,332DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$26,332DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$26,332DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$99,460ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$99,460QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$99,460AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$26,332DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$90,717ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$151,562ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$139,762ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$124,168ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$37,851ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$544,060TotalExcessDistributionCyovAmt
Qualifying Distributions$99,460QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$26,332AppliedToCurrentYearAmt
Remaining Distri From Corpus$73,128RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$617,188TotalCorpusAmt
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$90,717ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$526,471ExcessDistriCyovToNextYrAmt
Excess From Year4$151,562ExcessFromYear4Amt
Excess From Year3$139,762ExcessFromYear3Amt
Excess From Year2$124,168ExcessFromYear2Amt
Excess From Year1$37,851ExcessFromYear1Amt
Excess From Current Year$73,128ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJONATHAN GROSSContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJH GROSS FAMILY FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11224 EAST 24TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8453622006RecipientPhoneNum
Form And Info And MaterialsLETTERS; PURPOSE OF ORGANIZATION, AND USE OF FUNDSFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DETAILS OF CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS AVAILABLE UPON REQUESTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JH GROSS FAMILY FOUNDATION 1224AddressLine1Txt
Address Line2EAST 24TH STREETAddressLine2Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusAVAIALBLE UPON REQUERecipientFoundationStatusTxt
Grant Or Contribution PurposeGENERAL OPERATING BUDGETGrantOrContributionPurposeTxt
Amt$65,952Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,952TotalGrantOrContriPdDurYrAmt
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$7ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$9,492ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$281ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$18,742ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$28,522ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$28,522TotalIncomeProducingActyAmt

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 (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
JONATHAN AND HEDDY GROSS
15025 COLLINS AVENUE APT 801MIAMIFL33140$50,124Yes (X)
JONATHAN AND HEDDY GROSS
25025 COLLINS AVENUE APT 801MIAMIFL33140$50,241Yes (X)
JONATHAN AND HEDDY GROSS
35025 COLLINS AVENUE APT 801MIAMIFL33140$481,576Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1596 SHARES FIDELITY TOTAL MARKET INDEX PREMIUM CL$50,1242018-09-14
22,225 SHARES FIDELITY MID CAP INDEX PREMIUM CL$50,2412018-09-14
37,082 SHARES FIDELITY TOTAL MARKET INDEX PREMIUM CL$481,5762018-12-21

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$11,650Amt
Net Investment Income$4,660NetInvestmentIncomeAmt
Disbursements Charitable Prps$6,990DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockFIDELITYStockNm
EOY Book Value$668,485EOYBookValueAmt
EOYFMV$815,133EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
REPAIRS$14,130$0$14,130
OFFICE EXPENSES$7,388$0$7,388
INSURANCE EXPENSE$5,000$0$5,000

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescBANKRUPCY PROCEEDSDesc
Revenue And Expenses Per Books$281RevenueAndExpensesPerBooksAmt
Net Investment Income$281NetInvestmentIncomeAmt
Adjusted Net Income$281AdjustedNetIncomeAmt

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