FINKER - FRENKEL LEGACY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FINKER - FRENKEL LEGACY FOUNDATION INC (EIN 46-2925647)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-03
- IRS object ID
- 202042169349100709
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-03T17:18:26-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 010720052 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON BROWN ARGIZ & FARRA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 BRICKELL AVENUE 18TH FLOOR | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 | 462925647 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINKER-FRENKEL LEGACY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FINK | BusinessNameControlTxt |
| Phone | 9049968805 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE NO 500 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE FRENKEL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9049968805 | PhoneNum |
| Signature | 2020-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEIF NOVIE CPA | PreparerPersonNm |
| PTIN | P00548257 | PTIN |
| Phone | 3053735500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.52.131 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-29 | IPDt |
| IP Tm | 16:25:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4BF40B487A8D30F15B7EA03C1DA850DB0AD82B06 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,492,760 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,496,304 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $19,234 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,234 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,105,968 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,566,072 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,105,968 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,621,506 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,125,202 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,724 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,862 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,862 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $36 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,862 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,069,084 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,069,084 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,076,844 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,072,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,544,662 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,121,340 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $202,877 | CashBOYAmt |
| Cash EOY | $580,989 | CashEOYAmt |
| Cash EOYFMV | $580,989 | CashEOYFMVAmt |
| Corporate Stock BOY | $752,866 | CorporateStockBOYAmt |
| Corporate Stock EOY | $908,907 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $911,771 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $955,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,489,896 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,492,760 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $955,743 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,489,896 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $955,743 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,489,896 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $955,743 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,489,896 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $955,743 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,544,662 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,500,405 | SubtotalAmt |
| Other Decreases | $1,010,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,489,896 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BNY MELLON SHORT TERM | D | 2019-02-08 | 2019-06-25 | $245,436 | $244,153 | $1,283 | $1,283 |
| BNY MELLON LONG TERM | D | 2012-09-14 | 2019-08-16 | $319,838 | $74,071 | $245,767 | $245,767 |
| BNY MELLON LONG TERM | D | 2000-06-01 | 2019-09-17 | $594,875 | $376,813 | $218,062 | $218,062 |
| BNY MELLON LONG TERM | D | 2013-01-31 | 2019-01-22 | $810,997 | $475,505 | $335,492 | $335,492 |
| BNY MELLON LONG TERM | D | 2000-06-01 | 2019-09-17 | $594,926 | $289,562 | $305,364 | $305,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,105,968 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,185,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $905,491 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.309570 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,036,744 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,349,400 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.768300 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $677,807 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,635,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.414319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $181,622 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,182,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.153645 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $103,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,702,853 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060780 | DistributionYr5Rt |
| Total Distribution | 2.706614 | TotalDistributionRt |
| Average Distribution | 0.541323 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,018,142 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $551,144 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $11,213 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $562,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,072,946 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $11,213 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,213 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,213 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Tax Due | $11,231 | TaxDueAmt |
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 | FL | 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 | WWW.LEGACYF.COM | WebsiteAddressTxt |
| Individual With Books | EUGENE FRENKEL | IndividualWithBooksNm |
| Phone | 9049968800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE 500 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| EUGENE FRENKEL | ||||||||
| 801 BRICKELL AVENUE 500 | MIAMI | FL | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR RAISSA M FRENKEL | ||||||||
| 801 BRICKELL AVENUE 500 | MIAMI | FL | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DR LAZAR S FINKER | ||||||||
| 801 BRICKELL AVENUE 500 | MIAMI | FL | 33131 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $494,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $539,640 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,033,647 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,033,647 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,505 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,018,142 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,907 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,907 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,213 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,213 | TotalTaxAmt |
| Distributable Before Adj | $39,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $39,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $39,694 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,072,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,072,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $11,213 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,061,733 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $39,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $18,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,274 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $601,153 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $980,216 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,141,449 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,865,449 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,072,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,033,252 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,898,701 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $18,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,880,344 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,274 | ExcessFromYear4Amt |
| Excess From Year3 | $601,153 | ExcessFromYear3Amt |
| Excess From Year2 | $980,216 | ExcessFromYear2Amt |
| Excess From Year1 | $1,141,449 | ExcessFromYear1Amt |
| Excess From Current Year | $1,033,252 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RAISSA M FRENKEL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 BRICKELL AVENUE 500 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9049968800 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER INDICATING PURPOSE OF CHARITABLE ORGANIZATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST QUALIFY AS CHARITABLE ORGANIZATION UNDER THE INTERNAL REVENUE CODE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF SOUTHSIDE | ||||||||
| 11271 ALUMNI WAY 1 | JACKSONVILLE | FL | 32246 | NONE | PC | OPERATIONAL SUPPORT | $60,000 | |
| CHADBAD RUSSIAN CENTER OF S FL | ||||||||
| 252 SUNNY ISLES BOULEVARD 3 | SUNNY ISLES BEACH | FL | 33160 | NONE | PC | OPERATIONAL SUPPORT | $151,000 | |
| HIS HOUSE CHILDREN'S HOME | ||||||||
| 20000 NW 47TH AVENUE HECTOR | MIAMI GARDENS | FL | 33055 | NONE | PC | OPERATIONAL SUPPORT | $5,000 | BUILDING NO 2 |
| JEWISH COMMUNITY CENTER OF MOSCOW | ||||||||
| 531 CROWN STREET | BROOKLYN | NY | 11213 | NONE | PC | OPERATIONAL SUPPORT | $35,000 | |
| MAKE A WISH SOUTH FLORIDA | ||||||||
| 4491 SOUTH STATE ROAD 7 SUITE 201 | FT LAUDERDALE | FL | 33314 | NONE | PC | OPERATIONAL SUPPORT | $437,500 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD ASCHER BLDG SUITE | MIAMI BEACH | FL | 33140 | NONE | PC | OPERATIONAL SUPPORT | $110,000 | 100 |
| POAT - POLICE OFFICER ASSISTANCE TRUST | ||||||||
| 1030 NW 111TH AVENUE SUITE 232 | MIAMI | FL | 33172 | NONE | PC | OPERATIONAL SUPPORT | $10,000 | |
| RIDE 2 REVIVE | ||||||||
| 14800 BISCAYNE BLVD | NORTH MIAMI BEACH | FL | 33181 | NONE | PC | OPERATIONAL SUPPORT | $2,500 | |
| TEMPLE BETH SHOLOM | ||||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33140 | NONE | PC | OPERATIONAL SUPPORT | $6,925 | |
| UNIVERSITY OF MIAMI | ||||||||
| 1320 SOUTH DIXIE HIGHWAY | CORAL GABLES | FL | 33146 | NONE | PC | OPERATIONAL SUPPORT | $139,500 | |
| BAL HARBOUR POLICE DEPARTMENT | ||||||||
| 9700 COLLINS AVENUE SUITE 280 | BAL HARBOUR | FL | 33154 | NONE | PC | OPERATIONAL SUPPORT | $38,260 | |
| BASCOM PALMER EYE INSTITUTE | ||||||||
| 900 NW 17TH ST | MIAMI | FL | 33136 | NONE | PC | OPERATIONAL SUPPORT | $40,000 | |
| GOLF FIGHTS CANCER | ||||||||
| 300 ARNOLD PALMER BOULEVARD | NORTON | MA | 02766 | NONE | PC | OPERATIONAL SUPPORT | $3,000 | |
| NORTH MIAMI BEACH POLICE ATHLETIC LEAGUE | ||||||||
| 16901 NE 19TH AVE | NORTH MIAMI BEACH | FL | 33162 | NONE | PC | OPERATIONAL SUPPORT | $1,399 | |
| PROJECT COLD CASE | ||||||||
| 10 SOUTH NEWNAN ST SUITE 1 | JACKSONVILLE | FL | 32202 | NONE | PC | OPERATIONAL SUPPORT | $25,000 | |
| FIRST COAST CRIME STOPPERS INC | ||||||||
| PO BOX 47875 | JACKSONVILLE | FL | 32247 | NONE | PC | OPERATIONAL SUPPORT | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,069,084 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,234 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,105,968 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,125,202 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,125,202 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAZAR FINKER REVOCABLE LIVING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9934 CHELSEA LAKE RD | AddressLine1Txt |
| City | JACKSONVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32256 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,496,304 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $1,496,304 | FairMarketValueAmt |
| Received | 2019-08-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | BNY MELLON 0012 MUTUAL FUNDS | StockNm |
| EOY Book Value | $908,907 | EOYBookValueAmt |
| EOYFMV | $911,771 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE IN BOOK VS. COST OF DONATED SECURITIES | Desc |
| Amt | $1,010,509 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES - OTHER | CategoryTxt |
| Amt | $3,724 | Amt |
| Net Investment Income | $1,862 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,862 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $36 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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