LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-12
- IRS object ID
- 201943169349101279
- 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
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-12T13:34:22-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133877532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION - C/0 CHERRY BEKAERT LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2127725700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD STE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2019-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN DANNER | PreparerPersonNm |
| PTIN | P00021233 | PTIN |
| Phone | 7866936300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 169.130.75.90 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-04 | IPDt |
| IP Tm | 06:32:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F6FAC976A4B7A84AED897589FD9B28A643A7EBC3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,611,734 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,517 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,517 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,837 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,245 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $141,828 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $204,634 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $204,625 | 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 | $6,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,551 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,551 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $416 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $416 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $447 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $447 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,114 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $93,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $93,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,139 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,114 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $93,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $91,495 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $184,511 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $17,970 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,360 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,360 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $101,723 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $161,423 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $157,586 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,058,391 | CorporateStockBOYAmt |
| Corporate Stock EOY | $978,789 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,507,548 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $841,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $906,778 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $887,240 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,019,855 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,106,350 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,611,734 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,639,808 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,639,808 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $380,047 | RetainedEarningBOYAmt |
| Retained Earning EOY | $466,542 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,019,855 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,106,350 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,019,855 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,106,350 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,019,855 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $91,495 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,111,350 | SubtotalAmt |
| Other Decreases | $5,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,106,350 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS | P | 2016-03-21 | 2018-01-22 | $35,000 | $35,000 | $0 | $0 |
| BAXTER INTERNTL INC | P | 2016-01-29 | 2018-01-10 | $25,110 | $13,509 | $11,601 | $11,601 |
| COMCAST CORP NEW CL A | P | 2014-10-15 | 2018-01-10 | $23,204 | $14,974 | $8,230 | $8,230 |
| CVS HEALTH CORP | P | 2011-08-01 | 2018-01-10 | $10,848 | $5,270 | $5,578 | $5,578 |
| CVS HEALTH CORP | P | 2011-10-19 | 2018-01-10 | $14,261 | $6,623 | $7,638 | $7,638 |
| MONDELEZ INTERNATIONAL | P | 2016-04-20 | 2018-01-03 | $16,438 | $17,114 | -$676 | -$676 |
| UNITEDHEALTH GROUP INC | P | 2013-02-12 | 2018-01-10 | $29,278 | $7,535 | $21,743 | $21,743 |
| UNITED TECHS CORP | P | 2007-07-18 | 2018-01-10 | $19,099 | $10,861 | $8,238 | $8,238 |
| WELLS FARGO & CO | P | 2008-12-11 | 2018-01-10 | $2,474 | $1,057 | $1,417 | $1,417 |
| WELLS FARGO & CO | P | 2008-12-11 | 2018-01-10 | $6,185 | $2,643 | $3,542 | $3,542 |
| WELLS FARGO & CO | P | 2011-04-28 | 2018-01-10 | $19,915 | $9,484 | $10,431 | $10,431 |
| WELLS FARGO & CO | P | 2011-04-28 | 2018-02-06 | $61,294 | $31,751 | $29,543 | $29,543 |
| NIKE INC | P | 2016-11-17 | 2018-04-03 | $43,972 | $35,230 | $8,742 | $8,742 |
| MASTERCARD INC | P | 2014-10-14 | 2018-05-14 | $10,409 | $3,870 | $6,539 | $6,539 |
| MASTERCARD INC | P | 2016-01-29 | 2018-05-14 | $9,446 | $4,191 | $5,255 | $5,255 |
| PROCTER & GAMBLE CO | P | 2005-10-04 | 2018-05-23 | $2,073 | $2,073 | $2,073 | |
| PROCTER & GAMBLE CO | P | 2008-12-11 | 2018-05-23 | $7,403 | $5,949 | $1,454 | $1,454 |
| PROCTER & GAMBLE CO | P | 2008-12-11 | 2018-05-23 | $3,702 | $2,975 | $727 | $727 |
| PROCTER & GAMBLE CO | P | 2008-12-11 | 2018-05-23 | $7,403 | $5,949 | $1,454 | $1,454 |
| PROCTER & GAMBLE CO | P | 2016-01-29 | 2018-05-23 | $8,069 | $8,902 | -$833 | -$833 |
| APPLE INC | P | 2013-01-30 | 2018-08-06 | $13,916 | $4,397 | $9,519 | $9,519 |
| MICROSOFT CORP | P | 2017-09-07 | 2018-08-06 | $26,375 | $18,381 | $7,994 | $7,994 |
| TJX COS INC NEW | P | 2013-04-10 | 2018-08-06 | $12,392 | $6,111 | $6,281 | $6,281 |
| ANHEUSER-BUSCH | P | 2014-12-19 | 2018-10-29 | $20,273 | $31,418 | -$11,145 | -$11,145 |
| ANHEUSER-BUSCH | P | 2015-08-28 | 2018-10-29 | $9,728 | $14,500 | -$4,772 | -$4,772 |
| ANHEUSER-BUSCH | P | 2017-01-06 | 2018-10-29 | $13,070 | $18,816 | -$5,746 | -$5,746 |
| MEDTRONIC PLS | P | 2015-01-28 | 2018-10-02 | $30,732 | $23,458 | $7,274 | $7,274 |
| VERIZON COMMUN 2.55% | P | 2014-03-17 | 2018-11-15 | $45,000 | $45,000 | $0 | $0 |
| GARRETT MOTION INC | P | 2017-11-01 | 2018-11-09 | $294 | $383 | -$89 | -$89 |
| RESIDEO TECHNOLOGIES INC | P | 2017-11-01 | 2018-11-09 | $873 | $1,057 | -$184 | -$184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $141,828 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $116,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,657,981 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043642 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $129,269 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,555,632 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.050582 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $130,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,511,843 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052144 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $117,525 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,661,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044156 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $134,900 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,504,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.053855 | DistributionYr5Rt |
| Total Distribution | 0.244379 | TotalDistributionRt |
| Average Distribution | 0.048876 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,740,040 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $133,922 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $135,767 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $93,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,690 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,690 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,690 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,739 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,439 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,749 | OverpaymentAmt |
| Applied To ES Tax | $3,749 | 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 | DE | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN DANNER CPA | IndividualWithBooksNm |
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $2,722,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,781,766 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,781,766 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $41,726 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,740,040 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $137,002 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $137,002 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,690 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,690 | TotalTaxAmt |
| Distributable Before Adj | $133,312 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $133,312 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $133,312 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $93,025 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $93,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $93,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $133,312 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,768 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,393 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $9,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $93,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $93,025 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,161 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,161 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $31,126 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A&M SPORTS ACADEMY | ||||||||
| 100 W 77TH ST | NEW YORK | NY | 10024 | N/A | 501(C)(3) | RECREATIONAL/SPORTS | $500 | |
| ADAPTIVE SPORTS FOUNDATION | ||||||||
| 100 SILVERMAN WAY | WINDHAM | NY | 12496 | N/A | 501(C)(3) | RECREATIONAL/SPORTS | $500 | |
| AHEPA CHAPTER 41 | ||||||||
| 1130 78TH STREET | BROOKLYN | NY | 11228 | N/A | 501(C)(3) | EDUCATIONAL | $250 | |
| ALEX MARROW CHILDREN'S FUND | ||||||||
| 56 RYE RD | RYE | NY | 10580 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 | |
| ARCHBISHOP MOLLOY HIGH SCHOOL NEW YOR | ||||||||
| 83-53 MANTON ST | BRIARWOOD | NY | 11435 | N/A | 501(C)(3) | RELIGIOUS | $500 | |
| BAY RIDGE ST PATRICK DAY PARADE | ||||||||
| PO BOX 233 | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | RELIGIOUS | $500 | |
| BETH EL SYNAGOGUE CENTER | ||||||||
| 1324 NORTH AVENUE | NEW ROCHELLE | NY | 10804 | N/A | 501(C)(3) | RECREAT/SPORT | $500 | |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | ||||||||
| 71 LINCOLN AVENUE | NEW ROCHELLE | NY | 10801 | N/A | 501(C)(3) | RELIGIOUS | $100 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 | |
| BROOKLYN PUBLIC LIBRARY | ||||||||
| 10 GRAND ARMY PLAZA | BROOKLYN | NY | 11238 | N/A | 501(C)(3) | EDUCATIONAL | $2,000 | |
| CENTER FOR EDUCATION INNOVATION INC | ||||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $12,500 | |
| CHIAKI ADELPHOTIS AGHIA MARKELLA OF KIMISIS THEOTOKOU GREEK ORTHODOX CHURCH | ||||||||
| 224 18TH STREET | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | RELIGIOUS | $250 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $15,000 | |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | ||||||||
| 585 STEWART AVENUE SUITE 414G | GARDEN CITY | NY | 115304701 | N/A | 501(C)(3) | SCIENTIFIC | $250 | |
| DIVERSE CHAMBER SCHOOLS COALITION | ||||||||
| 1101 15TH STREET NORTHWEST SUITE | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 | 1010 |
| DORMITION OF THE VIRGIN MARY GREEK ORTHODOX CHURCH OF THE HAMPTONS | ||||||||
| 111 ST ANDREWS ROAD | SOUTHAMPTON | NY | 11968 | N/A | 501(C)(3) | RELIGIOUS | $200 | |
| FONTBONNE HALL ACADEMY | ||||||||
| 9901 SHORE RD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 | |
| FOUNTAIN HOUSE | ||||||||
| 425 WEST 4TH ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 | |
| FRIARS FOUNDATION | ||||||||
| 57 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | EDUCATION | $925 | |
| GREATER NY COUNCIL BOY SCOUTS | ||||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,250 | |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY | ||||||||
| 7 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | RELIGIOUS | $250 | |
| HELLENIC AMERICAN NATIONAL ACTION COUNCIL | ||||||||
| PO BOX 465 | CONCORDVILLE | PA | 193310465 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 | |
| HELLENIC CLASSICAL CHARTER SCHOOL | ||||||||
| 646 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | EDUCATION | $1,000 | |
| HELLENIC LAWYERS ASSOCIATION | ||||||||
| 21-74 STEINWAY STREET | LONG ISLAND CITY | NY | 11105 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 | |
| IMPACCT BROOKLY | ||||||||
| 1000 DEAN STREET SUITE 420 | BROOKLYN | NY | 11238 | N/A | 501(C)(3) | SOCIAL/WELFARE | $400 | |
| MINEOLA LIONS CHARITABLE FUND | ||||||||
| 2257 JERICHO TURNPIKE | GARDEN CITY | NY | 11040 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 | |
| MONTESSORI COMMUNITY SCHOOL | ||||||||
| 2416 E 1700 S | SALT LAKE | UT | 84108 | N/A | 501(C)(3) | EDUCATIONAL | $750 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $25,000 | |
| NORTHEASTERN KIDNEY FOUNDATION | ||||||||
| 99 TROY ROAD | EAST GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCIENTIFIC | $500 | |
| NYC & CO FND | ||||||||
| 810 SEVENTH AVE 3 FL | NEW YORK | NY | 10019 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,500 | |
| NYU UROLOGY RESEARCH | ||||||||
| LANGONE MEDICAL CENTER 550 1ST | NEW YORK | NY | 100166402 | N/A | 501(C)(3) | EDUCATION | $5,000 | AVENUE |
| SCO FAMILY OF SERVICES | ||||||||
| 2-4 NEVINS ST | BROOKLYN | NY | 11217 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 | |
| SHAARE TEFILA CONGREGATION | ||||||||
| 971 NE 172ND ST | MIAMI | FL | 33162 | N/A | 501(C)(3) | RELIGIOUS | $2,000 | |
| ST MARY'S KIDS | ||||||||
| 1 EXPY PLAZA | ROSLYN HEIGHTS | NY | 11577 | N/A | 501(C)(3) | RELIGIOUS | $150 | |
| THE HOPE PROGRAM | ||||||||
| 444 SW 2ND AVE 5TH FLOOR | MIAMI BEACH | FL | 33130 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,250 | |
| XAVERIAN HS | ||||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $3,500 | |
| YAI | ||||||||
| 320 WEST 13TH STREET 2 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $93,025 | 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 | $27,517 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,837 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $204,634 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $204,634 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CHERRY BEKAERT | CategoryTxt |
| Amt | $6,700 | Amt |
| Net Investment Income | $6,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CASH IN LIEU | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2018-12 | SoldDt |
| Gross Sales Price | $9 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $9 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $906,778 | EOYBookValueAmt |
| EOYFMV | $887,240 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $978,789 | EOYBookValueAmt |
| EOYFMV | $1,507,548 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $161,423 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $157,586 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX | Desc |
| Amt | $5,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $99 | $99 | $0 |
| ANNUAL CORPORATE FEE | $348 | $348 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| HAVERFORD TRUST COMPANY | $12,301 | $12,301 | $0 |
| MISCELLANEOUS EXPENSES | $250 | $250 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $416 | Amt |
| Net Investment Income | $416 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments