A TO Z IMPACT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A TO Z IMPACT FOUNDATION (EIN 47-1982106)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102310
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T11:20:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 471982106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A to Z Impact Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ATOZ | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KAPLAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.82.234.252 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520203215000010 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 84DBAA8E7DE652543884770025B256D7F4512A6C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,627,925 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,543 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,543 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $801 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $801 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $389,098 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $801,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $389,098 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $239,592 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $242,437 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $634,034 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,879 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $105,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $105,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,384 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,384 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $362 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $25,377 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $10,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $10,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,491 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,491 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,838 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,448 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $275,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $72,752 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $177,323 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $346,917 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $72,752 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,788 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $287,117 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $564,127 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,956,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,118,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,118,379 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,629 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,646 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $4,988,590 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,898,548 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,955,900 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,335,750 | OtherAssetsBOYAmt |
| Other Assets EOY | $551,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $551,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,282,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,569,556 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,627,925 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,282,439 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,569,556 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,282,439 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,569,556 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,282,439 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,569,556 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,282,439 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $287,117 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,569,556 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,569,556 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|
| Passthrough K1 Capital Gain/(Loss) | $389,098 | |||||
| OFFICE SECURITY DEPOSIT BRIDGEWORKS, LONG BEACH NY | P | 2016-09-06 | 2019-11-26 | $1,000 | $1,000 | |
| ONE ACRE FUND | P | 2018-10-01 | 2019-10-15 | $800,000 | $800,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $389,098 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,562,025 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,928,586 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.263473 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $281,979 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,184,604 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054388 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $269,636 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,168,842 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.08509 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $333,783 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,582,112 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.129267 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $315,077 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.003174 | DistributionYr5Rt |
| Total Distribution | 0.535392 | TotalDistributionRt |
| Average Distribution | 0.107078 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,295,166 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $888,230 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,641 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $893,871 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $265,038 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,283 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,283 | SubtotalAmt |
| Tax Based On Investment Income | $11,283 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,636 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,636 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $12,353 | OverpaymentAmt |
| Applied To ES Tax | $12,353 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Andrea Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jeffrey Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mr Michael Kaplan | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 LONG BEACH BLVD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $105,000 | CompensationAmt |
| Employee Benefits | $22,018 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GLOBAL PTN/ELEO SOCIAL VENTURE PRI | Description1Txt |
| Expenses1 | $16,250 | Expenses1Amt |
| Total | $16,250 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,254 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,955,899 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,421,488 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,421,488 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,295,166 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $414,758 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $414,758 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,283 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,283 | TotalTaxAmt |
| Distributable Before Adj | $403,475 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $403,475 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $403,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,788 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $16,250 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $265,038 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $265,038 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,475 | DistributableAsAdjustedAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $187,841 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $25,973 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,299,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,513,568 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,038 | QualifyingDistributionsAmt |
| Applied To Current Year | $265,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $138,437 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $138,437 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,375,131 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,375,131 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $49,404 | ExcessFromYear4Amt |
| Excess From Year2 | $25,973 | ExcessFromYear2Amt |
| Excess From Year1 | $1,299,754 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey Kaplan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR SCIENCE TEACHING & LEARNING INC | |||||||
| 1450 TANGLEWOOD RD | ROCKVILLE CTR | NY | 11570 | N/A | PC | Charitable Event | $1,175 |
| COME ALIVE OUTSIDE | |||||||
| PO BOX 267 | RUTLAND | VT | 05702 | N/A | PC | General & Unrestricted | $500 |
| COMPREHENSIVE DEVELOPMENT INC | |||||||
| 240 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | Residential Construction Scholarship fund | $6,915 |
| COVENANT HOUSE NEW JERSEY INC | |||||||
| 330 WASHINGTON ST | NEWARK | NJ | 07102 | N/A | PC | Charitable Event | $2,000 |
| LONG ISLAND COUNCIL OF CHURCHES | |||||||
| 1644 DENTON GREEN | HEMPSTEAD | NY | 11550 | N/A | PC | The Peoples February Food Drive | $500 |
| MOVEMBER FOUNDATION | |||||||
| PO BOX 1595 | CULVER CITY | CA | 90232 | N/A | PC | General & Unrestricted | $500 |
| NYAYA HEALTH A NONPROFIT CORPORATION - POSSIBLE | |||||||
| 26 BROADWAY 3RD FL OFC 363 | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $5,000 |
| PEACE DEVELOPMENT FUND INC | |||||||
| PO BOX 1280 | AMHERST | MA | 01004 | N/A | PC | 2019 Opportunity Collaboration | $10,375 |
| ROCKHOUSE FOUNDATION | |||||||
| 2 CORNELIA ST STE 12C | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $500 |
| SULLIVAN COUNTY FEDERATION FOR THE HOMELESS INC | |||||||
| PO BOX 336 | MONTICELLO | NY | 12701 | N/A | PC | equipment fund for the Vac and Freeze kitchen | $10,000 |
| THE PRASAD PROJECT INC | |||||||
| PO BOX 576 | FERNDALE | NY | 12734 | N/A | PC | General & Unrestricted | $1,000 |
| THE WATER TRUST INC | |||||||
| 75942 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $25,000 |
| URBAN ARTS PARTNERSHIP | |||||||
| 39 W 19TH ST 5 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| WILKES UNIVERSITY | |||||||
| 84 W S ST | WILKES BARRE | PA | 18766 | N/A | PC | Nesbitt Impact Scholarship FUND | $6,500 |
| YOUNG MENS AND YOUNG WOMENS HEBREW ASSOCIATION OF | |||||||
| 54 NAGLE AVE | NEW YORK | NY | 10040 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,465 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,543 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $801 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $389,098 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$2,845 | 14 | $200,470 |
| INTEREST INCOME FROM NOTES | 14 | $31,911 | ||
| INTEREST INCOME FROM PRIS | $10,056 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,845 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $634,034 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNITEDHEALTH GROUP INC | StockNm |
| EOY Book Value | $1,629 | EOYBookValueAmt |
| EOYFMV | $2,646 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEERFIELD PARTNERS, L.P | $6,906,020 | $7,491,416 |
| DEERFIELD SPECIAL SITUATIONS F | $788,387 | $252,645 |
| ELEVAR EQUITY IV, L.P | $204,141 | $211,839 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMUNITY HOUSING CAPITAL, INC | $500,000 | $500,000 |
| GLOBAL PTN/ELEOS SOCIAL VENTUR | $51,000 | $51,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $27,510 | $27,510 | |
| Bank Charges | $125 | $125 | |
| Cell Phone Expense | $1,133 | $1,133 | |
| K-1 Exp DEERFIELD PARTNERS, L. | $54,482 | $54,482 | |
| K-1 Exp DEERFIELD SPECIAL SITU | $5,961 | $5,961 | |
| K-1 Exp ELEVAR EQUITY IV, L.P | $11,822 | $11,822 | |
| Office Supplies | $75 | $75 | |
| Payroll Processing Fees | $640 | $640 | |
| State or Local Filing Fees | $25 | $25 | |
| Website Hosting/Support | $65 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD PARTNERS, L.P | $177,717 | $180,562 |
| K-1 Inc/Loss DEERFIELD SPECIAL SITUATIONS FUND L.P | $20,137 | $20,137 |
| K-1 Inc/Loss ELEVAR EQUITY IV, L.P | -$229 | -$229 |
| Interest Income from Notes | $31,911 | $31,911 |
| INTEREST INCOME FROM PRIS | $10,056 | $10,056 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $362 | Amt |
| Net Investment Income | $362 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2019 | $8,400 |
| 990-PF Extension for 2018 | $16,977 |
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