BETA

THE MESHBERG FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
THE MESHBERG FOUNDATION INC (EIN 46-1457680)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-23
IRS object ID
202012979349100101
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-23T07:05:03-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN383635706PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REHMANN ROBSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1500 UNIVERSITY BLVD STE 215AddressLine1Txt
CityJUPITERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33458ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461457680EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE MESHBERG FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMESHBusinessNameControlTxt
Phone5617438661PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE NO 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD MESHBERGPersonNm
Person TitlePRESIDENT/DIRECTORPersonTitleTxt
Phone5617438661PhoneNum
Signature2020-09-30SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonGARTH E ROSENKRANCE CPAPreparerPersonNm
PTINP00174743PTIN
Phone5616941040PhoneNum
Preparation2020-09-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.192.188.66IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-30IPDt
IP Tm08:45:16IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdCDDF584B9E6D980F65C9560700607C5FE0C10898AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,659,345FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$436InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$436InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$60,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$60,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$11,661NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$359,022GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$11,661CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$265OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$72,438TotalRevAndExpnssAmt
Total Net Invst Incm$72,173TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$4,650LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,325LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,325LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,710AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,355AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,355AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$40,188OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,188OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,533TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$51,081TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,868TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,680TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$113,835ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$113,835ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,868TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$118,515TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$92,478ExcessRevenueOverExpensesAmt
Net Investment Income$27,305NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$123,180CashBOYAmt
Cash EOY$74,626CashEOYAmt
Cash EOYFMV$74,626CashEOYFMVAmt
Corporate Stock BOY$2,206,721CorporateStockBOYAmt
Corporate Stock EOY$2,162,801CorporateStockEOYAmt
Corporate Stock EOYFMV$2,584,719CorporateStockEOYFMVAmt
Total Assets BOY$2,329,901TotalAssetsBOYAmt
Total Assets EOY$2,237,427TotalAssetsEOYAmt
Total Assets EOYFMV$2,659,345TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,329,901RetainedEarningBOYAmt
Retained Earning EOY$2,237,427RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,329,901TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,237,427TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,329,901TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,237,427TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,329,901TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$92,478ExcessRevenueOverExpensesAmt
Other Increases$36OtherIncreasesAmt
Subtotal$2,237,459SubtotalAmt
Other Decreases$32OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,237,427TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SHORT TERM TRANSACTIONS - MERRILL LYNCHP$138,902$143,015-$1,431-$1,431
LONG TERM TRANSACTIONS - MERRILL LYNCHP$220,120$207,028$13,092$13,092
FieldValueIRS element (for citing)
Capital Gain Net Income$11,661CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$71,392AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,465,387NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.028958DistributionYr1Rt
Adjusted Qlfy Distri Yr2$77,225AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,316,123NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.033342DistributionYr2Rt
Adjusted Qlfy Distri Yr3$105,519AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,982,571NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.053223DistributionYr3Rt
Adjusted Qlfy Distri Yr4$101,127AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,012,840NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050241DistributionYr4Rt
Adjusted Qlfy Distri Yr5$50,760AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,829,453NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.027746DistributionYr5Rt
Total Distribution0.193510TotalDistributionRt
Average Distribution0.038702AverageDistributionRt
Net Vl Noncharitable Assets$2,488,723NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$96,319AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$273NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$96,592AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$118,515QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$273InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$273SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$273TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,774EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,774TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,501OverpaymentAmt
Applied To ES Tax$3,501AppliedToESTaxAmt
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 StateFLOrgReportOrRegisterStateCd
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 BooksRONALD MESHBERGIndividualWithBooksNm
Phone2032475760PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
RONALD MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408PRESIDENT/TREASURER/DIRECT0.00$0$0$0
TINA MESHBERG
185 ISLAND DRIVEJUPITERFL33477VICE PRESIDENT/SECRETARY/D0.00$0$0$0
NATHAN MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$0$0$0
LEAH MESHBERG
530 OCEAN DRIVE APT 203JUNO BEACHFL33408DIRECTOR0.00$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$2,445,547AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$81,075AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,526,622TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,526,622AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$37,899CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,488,723NetVlNoncharitableAssetsAmt
Minimum Investment Return$124,436MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$124,436MinimumInvestmentReturnAmt
Tax Based On Investment Income$273TaxBasedOnInvestmentIncomeAmt
Total Tax$273TotalTaxAmt
Distributable Before Adj$124,163DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$124,163DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$124,163DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$118,515ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$118,515QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$273PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$118,242AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$124,163DistributableAsAdjustedAmt
Undistributed Income PY$100,628UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$118,515QualifyingDistributionsAmt
Applied To Year1$100,628AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,887AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$106,276UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonRONALD MESHBERGRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1530 OCEAN DRIVE APT 203AddressLine1Txt
CityJUNO BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33408ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2032475760RecipientPhoneNum
Form And Info And MaterialsWRITTEN APPLICATION EXPLAINING THE NOT-FOR-PROFIT CHARITABLE, RELIGIOUS AND/OR EDUCATIONAL PURPOSE, AND THE MANNER IN WHICH FUNDS WILL BE DISBURSED.FormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsTHERE IS NO CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BENZAITEN CENTER FOR CREATIVE ARTS INC
1105 2ND AVE SLAKE WORTHFL33460UNRESTRICTEDPUBLIC CHARITY$20,000
CENTER FOR CREATIVE EDUCATION
425 24TH STREETWEST PALM BEACHFL33407UNRESTRICTEDPUBLIC CHARITY$10,335
JUPITER MEDICAL FOUNDATION
1210 SOUTH OLD DIXIE HIGHWAYJUPITERFL33458UNRESTRICTEDPUBLIC CHARITY$20,000
THE CORNING MUSEUM OF GLASS
ONE MUSEUM WAYCORNINGNY14830UNRESTRICTEDPUBLIC CHARITY$25,000
FLORIDA INTERNATIONAL UNIVERSITY
11200 SW 8TH STMIAMIFL33199UNRESTRICTEDPUBLIC CHARITY$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006UNRESTRICTEDPUBLIC CHARITY$25,000
TRUST FOR PUBLIC LAND
101 MONTGOMERY STREETSAN FRANCISCOCA94104UNRESTRICTEDGROUP$2,500
MEMORIAL SLOAN KETTERING
1275 YORK AVENUENEW YORKNY10065UNRESTRICTEDGROUP$2,500
WOUNDED WARRIORS
4899 BELFORT ROAD SUITE 300JACKSONVILLEFL32256UNRESTRICTEDPUBLIC CHARITY$3,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$113,835TotalGrantOrContriPdDurYrAmt
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$436ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60,076ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$265ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$11,661ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$72,438ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$72,438TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$4,710Amt
Net Investment Income$2,355NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,355DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMARKETABLE SECURITIESStockNm
EOY Book Value$2,162,801EOYBookValueAmt
EOYFMV$2,584,719EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$4,650LegalFeesAmt
Net Investment Income$2,325NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,325DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCURRENT YEAR TIMING DIFFERENCESDesc
Amt$32Amt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Revenue And Expenses Per Books$265RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$265AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSAL OF PRIOR YEAR TIMING DIFFERENCESDesc
Amt$36Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$40,188Amt
Net Investment Income$40,188NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$1,533Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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