GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-06
IRS object ID
201943109349101004
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)
Return2019-11-06T15:26:24-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134033630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLADYS & SY ZIV FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone5618028960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE NO 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5618028960PhoneNum
Signature2019-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA CLARKPreparerPersonNm
PTINP00751207PTIN
Phone5618329292PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.147.220.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-06IPDt
IP Tm09:37:22IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDD39ACB6756C079AA17F6A603B3D846F7BD36D72AtSubmissionCreationDeviceId
At Submission Filing Device Id077307C809EC029300FCF314A291075BF8D20E4AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,506,603FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$7,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$64,943DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,943DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$122,752NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$402,632GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$122,752CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$194,695TotalRevAndExpnssAmt
Total Net Invst Incm$187,695TotalNetInvstIncmAmt
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$2,517LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,259LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,258LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$3,523AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,762AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,761AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$997TaxesRevAndExpnssAmt
Taxes Net Invst Incm$997TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$20,881OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,881OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$27,918TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$24,899TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,019TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$228,900ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$228,900ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$256,818TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$24,899TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$231,919TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$62,123ExcessRevenueOverExpensesAmt
Net Investment Income$162,796NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,161CashBOYAmt
Cash EOY$5,981CashEOYAmt
Cash EOYFMV$5,981CashEOYFMVAmt
Corporate Stock BOY$2,600,219CorporateStockBOYAmt
Corporate Stock EOY$2,555,762CorporateStockEOYAmt
Corporate Stock EOYFMV$2,500,622CorporateStockEOYFMVAmt
Total Assets BOY$2,603,380TotalAssetsBOYAmt
Total Assets EOY$2,561,743TotalAssetsEOYAmt
Total Assets EOYFMV$2,506,603TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,067,927CapitalStockBOYAmt
Capital Stock EOY$2,067,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$535,453RetainedEarningBOYAmt
Retained Earning EOY$493,816RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,603,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,561,743TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,603,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,561,743TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,603,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$62,123ExcessRevenueOverExpensesAmt
Other Increases$20,486OtherIncreasesAmt
Subtotal$2,561,743SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,561,743TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO 0715P$10,572$10,595-$23-$23
WELLS FARGO 0715P$326,461$269,285$57,176$57,176
CAPITAL GAINS DIVIDENDSP$65,599$65,599$65,599
FieldValueIRS element (for citing)
Capital Gain Net Income$122,752CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$170,058AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,760,192NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.061611DistributionYr1Rt
Adjusted Qlfy Distri Yr2$215,180AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,657,966NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.080957DistributionYr2Rt
Adjusted Qlfy Distri Yr3$140,719AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,816,358NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049965DistributionYr3Rt
Adjusted Qlfy Distri Yr4$157,318AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,906,320NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.054130DistributionYr4Rt
Adjusted Qlfy Distri Yr5$132,996AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,735,056NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.048626DistributionYr5Rt
Total Distribution0.295289TotalDistributionRt
Average Distribution0.059058AverageDistributionRt
Net Vl Noncharitable Assets$2,734,136NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$161,473AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,628NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$163,101AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$231,919QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,628InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,628SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$2,100ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,100TotalPaymentsAndCreditsAmt
Es Penalty$48EsPenaltyAmt
Overpayment$424OverpaymentAmt
Applied To ES Tax$424AppliedToESTaxAmt
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 BooksKOCHMAN ZISKA PLCIndividualWithBooksNm
Phone5618028960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
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

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,764,712AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$11,061AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,775,773TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,775,773AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,637CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,734,136NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,707MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,707MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,628TaxBasedOnInvestmentIncomeAmt
Total Tax$1,628TotalTaxAmt
Distributable Before Adj$135,079DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$135,079DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$135,079DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$231,919ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$231,919QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,628PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$230,291AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$135,079DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,766ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$15,064ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,558ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$83,632ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$34,416ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$140,436TotalExcessDistributionCyovAmt
Qualifying Distributions$231,919QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$135,079AppliedToCurrentYearAmt
Remaining Distri From Corpus$96,840RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$237,276TotalCorpusAmt
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$5,766ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$231,510ExcessDistriCyovToNextYrAmt
Excess From Year4$15,064ExcessFromYear4Amt
Excess From Year3$1,558ExcessFromYear3Amt
Excess From Year2$83,632ExcessFromYear2Amt
Excess From Year1$34,416ExcessFromYear1Amt
Excess From Current Year$96,840ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
BRIGHAM & WOMENS HOSPITAL
45 FRANCIS STBOSTONMA02115NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
THE KRISTIN ANN CARR FUND
39 WEST 32ND STREET SUITE 1403NEW YORKNY10001NONEPUBLIC CHARITYGENERAL PURPOSE$10,300
CROHN'S & COLITIS FOUNDATION
21301 POWERLINE RD 301BOCA RATONFL33433NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY13323NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
LEADERS IN FURTHERING EDUCATION
1720 S OCEAN BLVDMANALAPANFL33462NONEPUBLIC CHARITYGENERAL PURPOSE$50,000
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
PALM BEACH OPERA
415 S OLIVE AVEWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
PROJECT HOPE FOUNDATION
2131 WOODRUFF RD STE 2100GREENVILLESC29607NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
TEMPLE BETH EL
2815 NORTH FLAGLER DRIVEWEST PALM BEACHFL33407NONEPUBLIC CHARITYGENERAL PURPOSE$2,100
ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC
1301 SUMMIT BLVDWEST PALM BEACHFL33405NONEPUBLIC CHARITYGENERAL PURPOSE$36,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$228,900TotalGrantOrContriPdDurYrAmt
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$64,943ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$122,752ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$187,695ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,695TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1KOCHMAN & ZISKA PLCBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVENUE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$7,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$3,523Amt
Net Investment Income$1,762NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,761DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$2,555,762EOYBookValueAmt
EOYFMV$2,500,622EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$2,517LegalFeesAmt
Net Investment Income$1,259NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,258DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$20,851$20,851$0
WIRE FEES$30$30$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
NON-DIVIDEND DISTRIBUTION$3,286
STATE OF FL UNCLAIMED PROPERTY$17,200

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$997Amt
Net Investment Income$997NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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