BETA

THE@ETHEL AND HARRY RECKSON FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
THE@ETHEL AND HARRY RECKSON FOUNDATION INC (EIN 20-5120699)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-14
IRS object ID
201931349349101183
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-14T09:45:57-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205120699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ETHEL AND HARRY RECKSON FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O MICHAEL SPRITZERBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlETHEBusinessNameControlTxt
Phone7866936300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL SPRITZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7866936300PhoneNum
Signature2019-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMONTE S GORDONPreparerPersonNm
PTINP00024525PTIN
Phone7866936300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address68.142.180.174IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm14:29:35IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id6BC71C896B8871118CA2205BB879AC21D16AE507AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-01-14 16:20:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,886,936FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$47,179DividendsRevAndExpnssAmt
Dividends Net Invst Incm$47,179DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$203,582NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,194,720GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$203,582CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$250,761TotalRevAndExpnssAmt
Total Net Invst Incm$250,761TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,410AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,290AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$726TaxesRevAndExpnssAmt
Taxes Net Invst Incm$726TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$24,663TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$24,663TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,051OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,494OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,557OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$50,140TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$20,630TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$29,510TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$304,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$304,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$354,340TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$20,630TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$333,710TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$103,579ExcessRevenueOverExpensesAmt
Net Investment Income$230,131NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$152,956CashBOYAmt
Cash EOY$98,713CashEOYAmt
Cash EOYFMV$98,713CashEOYFMVAmt
Sav And Temp Cash Invst EOY$109,404SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$109,404SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,109,425CorporateStockBOYAmt
Corporate Stock EOY$1,001,324CorporateStockEOYAmt
Corporate Stock EOYFMV$1,014,675CorporateStockEOYFMVAmt
Corporate Bonds BOY$561,628CorporateBondsBOYAmt
Corporate Bonds EOY$507,587CorporateBondsEOYAmt
Corporate Bonds EOYFMV$484,645CorporateBondsEOYFMVAmt
Other Investments BOY$185,831OtherInvestmentsBOYAmt
Other Investments EOY$189,233OtherInvestmentsEOYAmt
Other Investments EOYFMV$179,499OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,009,840TotalAssetsBOYAmt
Total Assets EOY$1,906,261TotalAssetsEOYAmt
Total Assets EOYFMV$1,886,936TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,009,840RetainedEarningBOYAmt
Retained Earning EOY$1,906,261RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,009,840TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,906,261TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,009,840TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,906,261TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,009,840TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$103,579ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,906,261SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,906,261TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BNY MELLON PUBLICLY TRADED SECURITIES$1,171,510$991,138$180,372$180,372
CAPITAL GAINS DIVIDENDS$23,210$23,210$23,210P
FieldValueIRS element (for citing)
Capital Gain Net Income$203,582CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$161,010AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,250,896NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.071532DistributionYr1Rt
Adjusted Qlfy Distri Yr2$415,788AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,316,889NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.179460DistributionYr2Rt
Adjusted Qlfy Distri Yr3$412,618AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,793,148NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.147725DistributionYr3Rt
Adjusted Qlfy Distri Yr4$426,851AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,144,238NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.135757DistributionYr4Rt
Adjusted Qlfy Distri Yr5$334,843AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,047,452NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.109876DistributionYr5Rt
Total Distribution0.644350TotalDistributionRt
Average Distribution0.128870AverageDistributionRt
Net Vl Noncharitable Assets$2,159,369NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$278,278AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,301NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$280,579AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$333,710QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,301InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,301SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,301TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,410EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,410TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,109OverpaymentAmt
Applied To ES Tax$1,109AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7866936300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12525 PONCE DE LEON BLVD SUITE 1040AddressLine1Txt
CityCORAL GABLESCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL SPRITZER
2525 PONCE DE LEON BLVD SUITE 1040CORAL GABLESFL33134DIRECTOR0.50$0$0$0
MARJORIE A BARON
2525 PONCE DE LEON BLVD SUITE 1040CORAL GABLESFL33134DIRECTOR0.50$0$0$0
DENNIS GINSBURG
8950 SW 74TH COURT SUITE 1901MIAMIFL33156DIRECTOR0.50$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$1,987,415AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$165,605AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$39,233FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,192,253TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,192,253AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$32,884CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,159,369NetVlNoncharitableAssetsAmt
Minimum Investment Return$107,968MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$107,968MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,301TaxBasedOnInvestmentIncomeAmt
Total Tax$2,301TotalTaxAmt
Distributable Before Adj$105,667DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$105,667DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$105,667DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$333,710ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$333,710QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,301PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$331,409AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$105,667DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$192,114ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$270,615ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$274,187ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$300,478ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$50,416ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,087,810TotalExcessDistributionCyovAmt
Qualifying Distributions$333,710QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$105,667AppliedToCurrentYearAmt
Remaining Distri From Corpus$228,043RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,315,853TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$192,114ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,123,739ExcessDistriCyovToNextYrAmt
Excess From Year4$270,615ExcessFromYear4Amt
Excess From Year3$274,187ExcessFromYear3Amt
Excess From Year2$300,478ExcessFromYear2Amt
Excess From Year1$50,416ExcessFromYear1Amt
Excess From Current Year$228,043ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
AMERICAN COMMITTEE AND THE WEIZMANN INSTITUTE OF SCIENCE
200 SOUTH PARK ROAD SUITE 405HOLLYWOODFL33021N/APCSUPPORTING DEDICATED AND CELEBRATED SCIENTISTS FOCUSING ON INSPIRED RESEARCH, COLLABORATING ACROSS B$25,000
COALITION FOR ADVANCEMENT IN JEWISH EDUCATION (CAJE)
26 COURT STBROOKLYNNY11242N/APCTO HELP ADVANCE JEWISH EDUCATION$1,200
FOUNDATION FOR NEW EDUCATION INITIATIVE
1450 NE 2ND AVENUE SUITE 931MIAMIFL33132N/APCENHANCING STUDENT ACHIEVEMENT AND COMMUNITY ENGAGEMENT IN SUPPORT OF THE PARENT ACADEMY AND O$2,000
MARCH OF DIMES
1275 MAMARONECK AVENUEWHITE PLAINSNY10605N/APCIMPROVE THE HEALTH OF ALL BABIES$1,000
MIAMI CHILDREN'S MUSEUM
980 MACARTHUR CAUSEWAYMIAMIFL33132N/APCTO HELP MEET THE NEEDS OF ALL CHILDREN IN THE COMMUNITY$100,000
TEMPLE JUDEA
5500 GRANADA BLVDCORAL GABLESFL33146N/APCBUILDING ON TRADITION CAMPAIGN - FUNDS TO BUILD A STATE-OF-THE-ART EDUCATIONAL FACILITY FOR THE EDUC$75,000
UNITED WAY
3250 SOUTHWEST THIRD AVENUEMIAMIFL33129N/APCUNITED WAY OF MIAMI-DADE IS FOCUSED ON IMPROVING EDUCATION, FINANCIAL STABILITY AND HEALTHTHE BUILDI$2,500
WOMENS CANCER ASSOCIATON OF THE UNIVERSITY OF MIAMI
1350 WEST FLAGLER STREETMIAMIFL33135N/APCPROVIDING GRANTS FOR CUTTING-EDGE CANCER TREATMENT AND RESEARCH THROUGH THE UNIVERSITY OF MIAMI MILL$5,000
UNION FOR REFORM JUDAISM
633 THIRD AVENUENEW YORKNY100176778N/APCREVITALIZING, INNOVATING AND BUILDING DIVERSE JEWISH COMMUNITIES ACROSS NORTH AMERICA, FOSTERING A VIBRANT FUTURE, ONE THAT SEE MORE PEOPLE EXPLORING WHAT IT MEANS TO BE JEWISH, PURSUING JUSTICE AROUND THE WORLD, AND FORGING STRONGER TIES TO ISRAEL.$5,000
TEMPLE BETH SHALOM
4144 CHASE AVENUEMIAMI BEACHFL33140N/APCPROVIDING CHILDBIRTH EDUCATION AND COMMUNITY SUPPORT WITHIN A JEWISH FRAMEWORK TO COUPLES IN THE COMMUNITY.$43,000
AJC GLOBAL JEWISH ADVOCACY
9200 S DADELAND BLVD SUITE 500MIAMIFL33156N/APCAJC STRIVES TO STRENGTHEN ISRAEL'S SECURITY, IMPROVE THE LIVES OF JEWS EVERYWHERE, AND SAFEGUARD THE DEMOCRATIC RIGHTS WE HOLD DEAR. OUR UNPARALLELED ACCESS TO DIPLOMATS, GOVERNMENT OFFICIALS, AND RELIGIOUS LEADERS GIVES US THE OPPORTUNITY TO IMPACT OPINION AND POLICY AT THE HIGHEST LEVEL.$11,500
LEUKEMIA & LYMPHOMA SOCIETY
2859 PACES FERRY ROAD SE SUITE 725ATLANTAGA30339N/APCCURING BLOOD CANCERS AND IMPROVING THE QUALITY OF LIFE FOR PATIENTS AND THEIR FAMILIES.$20,000
NICKLAUS CHILDREN'S HOSPITAL - DAN MARINO CENTER
3100 SW 62 AVENUEMIAMIFL33155N/APCSUMMER CAMP FOR CHILDREN WITH MEDICAL CHALLENGES.$10,000
SCHECK HILLEL COMMUNITY SCHOOL - KULANU SCHOLARSHIP FUND
19000 NE 25TH AVENUENORTH MIAMI BEACHFL33180N/APCEDUCATES AND INSPIRES STUDENTS TO BECOME EXEMPLARY GLOBAL CITIZENS WITH ENDURING JEWISH IDENTITY, VALUES AND A COMMITMENT TO THE STATE OF ISRAEL, THROUGH A COLLEGE PREPARATORY CURRICULUM AND MEANINGFUL CO-CURRICULAR EXPERIENCES GUIDED BY ORTHODOX TEACHINGS AND SET WITHIN A NURTURING, DIVERSE COMMUNITY.$2,500
ISRAEL TENNIS CENTERS FOUNDATION
3275 WEST HILLSBORO BOULEVARD SUITEDEERFIELD BEACHFL33442N/APCTHROUGH THE DISCIPLINES OF TENNIS THE ISRAEL TENNIS CENTERS STRIVE TO IMPROVE THE LIVES OF CHILDREN IN CONFLICTED REGIONS OF ISRAEL BY TEACHING THE LIFE SKILLS OF SELF-RELIANCE, PERSEVERANCE AND FOCUS. ITC FOSTERS SUSTAINABLE VALUES OF SELF-ESTEEM, CHARACTER AND TOLERANCE, CREATING A POSITIVE IMPRINT ON THE CHILDREN, THEIR FAMILIES, THE COMMUNITES AND THE WORLD FOR GENERATIONS TO COME.$500102
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$304,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$47,179ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$203,582ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$250,761ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$250,761TotalIncomeProducingActyAmt

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)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,700Amt
Net Investment Income$1,410NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,290DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME - CORPORATE BOND FUNDS & HIGH YIELD FUNDSBondNm
EOY Book Value$507,587EOYBookValueAmt
EOYFMV$484,645EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY$743,739$768,138
OTHER EQUITY$257,585$246,537

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OTHERAT COST$150,000$140,266
INVESTMENT - MAITLAND BLVD APTAT COST$39,233$39,233

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$20$0$20
INVESTMENT MANAGEMENT FEES$18,494$18,494$0
TAXES AND LICENSES$61$0$61
MISCELLANEOUS EXPENSE$1,292$0$1,292
SUPPLIES$184$0$184

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAID ON DIVIDENDSCategoryTxt
Amt$726Amt
Net Investment Income$726NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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