ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202043049349100009
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T06:52:25-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522370901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARY ROEPCKE MULCHAEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE SUITE 600 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | 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 | 311499050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND ARI DESHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 6143407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD NO 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN S DESHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6143407700 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHELSEA WILLIAMS | PreparerPersonNm |
| PTIN | P01227472 | PTIN |
| Phone | 6144863600 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 76.190.26.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 07:50:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A33B3ADAB937607C9453475C78963F09CEE5DAA2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A33B3ADAB937607C9453475C78963F09CEE5DAA2 | 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 | $8,965,445 | 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 | $250,245 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,094 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $211,423 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $211,423 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,351,697 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,772,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,351,697 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,824,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,574,214 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,363 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,363 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $28,141 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,641 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $50,754 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,004 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,414,166 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,414,166 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,464,920 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,004 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,414,166 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $359,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,549,210 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $546,164 | CashBOYAmt |
| Cash EOY | $580,495 | CashEOYAmt |
| Cash EOYFMV | $580,495 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $5,180 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,180 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,180 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $15,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,032,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,428,709 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,355,770 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $40,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,638,997 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,038,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,965,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $169,700 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $209,548 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $169,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $209,548 | 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 | $6,469,297 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,828,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,469,297 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,828,836 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,638,997 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,038,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,469,297 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $359,539 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,828,836 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,828,836 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML 02195-SEE ATTACHED | P | $529,829 | $564,010 | -$34,181 | -$34,181 |
| ML 02195-SEE ATTACHED | P | $2,257,668 | $1,832,191 | $425,477 | $425,477 |
| ML 04053-SEE ATTACHED | D | $958,645 | $958,645 | $958,645 | |
| COMPUTERSHARE FOR STATE OF ISRAEL | P | $25,000 | $25,000 | $0 | $0 |
| ML 02195 CAPITAL GAIN DISTRIBUTION | P | $1,756 | $1,756 | $1,756 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,351,697 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $509,044 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,531,476 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.067589 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $878,422 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,601,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.133065 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $503,548 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,233,965 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096208 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,467,473 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,041,449 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.242901 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $503,468 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,535,521 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.111006 | DistributionYr5Rt |
| Total Distribution | 0.650769 | TotalDistributionRt |
| Average Distribution | 0.130154 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,006,506 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,172,233 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,187,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,414,166 | 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 | $15,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,234 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $26,234 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,742 | OverpaymentAmt |
| Applied To ES Tax | $10,742 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ARI DESHE | IndividualWithBooksNm |
| Phone | 6143407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANN DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARI DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | VICE-PRESIDENT | 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,504,961 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $638,700 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,143,661 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,143,661 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,155 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,006,506 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $450,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $450,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,492 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,492 | TotalTaxAmt |
| Distributable Before Adj | $434,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $434,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $434,833 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,414,166 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,414,166 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,492 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,398,674 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $434,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $282,836 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,184,385 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,739 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $562,398 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $146,669 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,420,027 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,414,166 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $434,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $979,333 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,399,360 | 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 | $282,836 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,116,524 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,184,385 | ExcessFromYear4Amt |
| Excess From Year3 | $243,739 | ExcessFromYear3Amt |
| Excess From Year2 | $562,398 | ExcessFromYear2Amt |
| Excess From Year1 | $146,669 | ExcessFromYear1Amt |
| Excess From Current Year | $979,333 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN DESHE | ContributingManagerNm |
| Contributing Manager | ARI DESHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)3 | GENERAL OPERATING FUND | $101,958 |
| ASPEN BUDDY PROGRAM | |||||||
| 110 E HALLAM STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| ASPEN JEWISH COMMUNITY CENTER | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $19,800 |
| AVENTURA TURNBERRY JEWISH CENTER | |||||||
| 20400 NE 30TH AVE | AVENTURA | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50,815 |
| ASPEN COUNTRY DAY SCHOOL | |||||||
| 85 COUNTRY DAY WAY | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $360 |
| AMERICAN TRANSPLANT FOUNDATION | |||||||
| 600 17TH ST SUITE 2515 SOUTH | DENVER | CO | 80202 | NONE | 501(C)3 | GENERAL OPERATING FUND | $40 |
| ACHIEVE MIAMI | |||||||
| 1951 NW 7TH AVE SUITE 600 | MIAMI | FL | 33136 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| BUTTERFLY CHILDREN | |||||||
| 1729 W LARK DR | CHANDLER | AZ | 85286 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| CHABAD CENTER AT UNIVERSITY OF COLORADO | |||||||
| 909 14TH STREET | BOULDER | CO | 80302 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| CHABAD HOUSE ON WHEELS INC | |||||||
| 669 LINCOLN LANE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $4,000 |
| COLORADO ACADEMY | |||||||
| 30800 S PIERCE ST | DENVER | CO | 80235 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| COLUMBUS JEWISH FOUNDATION - JACK ROTH FUND | |||||||
| 857 MOHAWK STREET | COLUMBUS | OH | 43206 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| COLUMBUS JEWISH HISTORICAL SOCIETY | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $400 |
| DENVER JEWISH DAY SCHOOL | |||||||
| 2450 S WABASH STREET | DENVER | CO | 80231 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,018,909 |
| FLYING HORSE FARMS | |||||||
| 5260 OH-95 | MT GILEAD | OH | 43338 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,050 |
| FRIENDS OF IDF | |||||||
| 2040 NE 163RD STREET SUITE 207 | MIAMI BEACH | FL | 33162 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,600 |
| GRALAND COUNTY DAY SCHOOL | |||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $115,710 |
| HADASSH KEEPERS OF THE GATE | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| JAFCO | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,600 |
| JAZZ ASPEN SNOWMASS | |||||||
| 110 EAST HALLAM SUITE 104 | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,400 |
| JEWISH COLORADO | |||||||
| 300 S DAHILIA ST | DENVER | CO | 80246 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,100 |
| JEWISH FAMILY SERVICES-DENVER | |||||||
| 6555 WEST MAPLE ROAD-WEST | BLOOMFIELD | MI | 48322 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| KENT DENVER SCHOOL | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| KESHER CHAI SOCIETY | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| LITTLE LIGHTHOUSE FOUNDATION | |||||||
| 100 NORTH BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $15,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| PO BOX 8929 | CORAL SPRINGS | FL | 33075 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| MIAMI BEACH JEWISH COMMUNITY | |||||||
| 1485 DELGANY ST | DENVER | CO | 80202 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50 |
| MOUNT SINAI | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| NATIONAL MS SOCIETY | |||||||
| 1501 REEDSDALE STREET STE 105 | PITTSBURGH | PA | 15233 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| CHARITY GOLF INTERNATIONAL | |||||||
| 1540 KELLER PARKWAY SUITE 108 | KELLER | TX | 76248 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 |
| PANCREATIC CANCER NETWORK | |||||||
| 1500 ROSECRANS AVE STE 200 | MANHATTAN BEACH | CA | 90266 | NONE | 501(C)3 | GENERAL OPERATING FUND | $250 |
| BOOKS FOR KIDS | |||||||
| 1632 FIRST AVE 130 | NEW YORK | NY | 10028 | NONE | 501(C)3 | GENERAL OPERATING FUND | $264 |
| PRINCETON UNIVERSITY | |||||||
| 40 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| RADY CHILDRENS HOSPITAL | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| TEMPLE EMANUEL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $7,522 |
| WOMEN OF TOMORROW | |||||||
| 8400 NW 36TH ST SUITE 450 | DORAL | FL | 33166 | NONE | 501(C)3 | GENERAL OPERATING FUNDGENERAL OPERATING FUND | $180 |
| CHABAD COLUMBUS | |||||||
| 6220 E DUBLIN GRANVILLE RD | NEW ALBANY | OH | 43054 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| COLORADO PUBLIC RADIO | |||||||
| 23 GEARY ST 10TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | 501(C)3 | GENERAL OPERATING FUND | $30 |
| THE RIVER FUND | |||||||
| 8911 LEFFERTS BLVD | JAMAICA | NY | 11418 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| UNICEF | |||||||
| 3 UNITED NATIONS PLAZA | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 |
| URBAN PEAK | |||||||
| 2100 STOUT ST FIRST FLOOR | DENVER | CO | 80205 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50 |
| YES WE CAN WORLD FOUNDATION | |||||||
| PO BOX 4067 | BURBANK | CA | 91503 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| STAR HOUSE | |||||||
| 1220 CORRUGATED WAY | COLUMBUS | OH | 43201 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| RICK'S CENTER AT DU - ENHANCEMENT FUND | |||||||
| 2040 S YORK ST | DENVER | CO | 80210 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,500 |
| PELOTONIA | |||||||
| 450 W BROAD ST | COLUMBUS | OH | 43215 | NONE | 501(C)3 | GENERAL OPERATING FUND | $257 |
| HARMONY PROGRAM | |||||||
| 1700 BROADWAY 39TH FLOOR | NEW YORK | NY | 10019 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| INSIDE THE ORCHESTRA | |||||||
| 10255 E 25TH AVE SUITE 12 | AURORA | CO | 80010 | NONE | 501(C)3 | GENERAL OPERATING FUND | $309 |
| THE BLUE CARD | |||||||
| 171 MADISON AVE | NEW YORK | NY | 10016 | NONE | 501(C)3 | GENERAL OPERATING FUND | $108 |
| JDRF INTERNATIONAL | |||||||
| 100 W OLD WILSON BRIDGE RD 118 | WORTHINGTON | OH | 43085 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| JEWISH COMMUNITY SERVICES | |||||||
| 735 NE 125TH ST | NORTH MIAMI | FL | 33161 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| KOMEN GREATER NYC RACE FOR THE CURE | |||||||
| 246 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $258 |
| CHABAD JEWISH COMMUNITY CENTER-GOLSHIM L'CHIAM | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| COLUMBUS TORAH ACADEMY | |||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,000 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $360 |
| FRIENDS OF HISTORIC COSTUME & TEXTILES COLLECTION | |||||||
| 1787 NEIL AVE | COLUMBUS | OH | 43210 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| EVERY MOTHER COUNTS | |||||||
| 180 VARICK ST NO 1116 | NEW YORK | NY | 10014 | NONE | 501(C)3 | GENERAL OPERATING FUND | $106 |
| NICKLAUS CHILDREN'S HOSPITAL FOUNDATION | |||||||
| 5301 BLUE LAGOON DR 4TH FL | MIAMI | FL | 33126 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,414,166 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,094 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $211,423 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,351,697 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,574,214 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,574,214 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| ELIE M DESHE | |||||||
| 1 | 20801 BISCAYNE BLVD STE 431 | AVENTURA | FL | 33180 | $105 | Yes (X) | |
| DARA L SEGAL | |||||||
| 2 | 500 CIRCLE DRIVE | DENVER | CO | 80206 | $105 | Yes (X) | |
| DARA L SEGAL | |||||||
| 3 | 500 CIRCLE DRIVE | DENVER | CO | 80206 | $250,000 | Yes (X) | |
| DAVID S DESHE | |||||||
| 4 | 5327 N BAY ROAD | MIAMI BEACH | FL | 33140 | $35 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 24,921 SHARES OF AMERICAN EAGLE STOCK | $581,656 | 2019-04-25 |
| 2 | 24,921 SHARES OF AMERICAN EAGLE STOCK | $581,656 | 2019-04-25 |
| 4 | 8,421 SHARES OF AMERICAN EAGLE STOCK | $196,546 | 2019-04-25 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION | IdentifierTxt |
| Form And Line Reference | PART VII-A 8B | FormAndLineReferenceDesc |
| Medium Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED.THE ACCOUNTING FEES OF $3,050 ARE FOR THE PREPARATION OF FORM 990-PF. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT - ISRAEL BONDS | BondNm |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - CORPORATE STOCK | $411,007 | $1,624,144 |
| INVESTMENT - MUTUAL FUNDS | $6,017,702 | $6,731,626 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $19,363 | Amt |
| Net Investment Income | $19,363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $5,641 | $5,641 | $0 |
| FEDERAL EXCISE TAX | $22,500 | $0 | $0 |
Comments