THE MESHBERG FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE MESHBERG FOUNDATION INC (EIN 46-1457680)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-03
- IRS object ID
- 201922769349100507
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-03T10:23:41-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383635706 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REHMANN ROBSON LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 UNIVERSITY BLVD STE 215 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 | 461457680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MESHBERG FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESH | BusinessNameControlTxt |
| Phone | 5617438661 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 OCEAN DRIVE NO 203 | AddressLine1Txt |
| City | JUNO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD MESHBERG | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 5617438661 | PhoneNum |
| Signature | 2019-09-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARTH E ROSENKRANCE CPA | PreparerPersonNm |
| PTIN | P00174743 | PTIN |
| Phone | 5616941040 | PhoneNum |
| Preparation | 2019-09-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.192.188.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-09-27 | IPDt |
| IP Tm | 07:44:18 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 39F86AF77DEDF0C0C7DAF63EA8046C438786833E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,274,560 | 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 | $21,343 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $415 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $415 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,358 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $73,705 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $855,621 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $73,705 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $176 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $153,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $132,478 | 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 | $4,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,954 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,954 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,790 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $34,194 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,225 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,361 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $71,392 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $50,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,299 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,971 | CashBOYAmt |
| Cash EOY | $123,180 | CashEOYAmt |
| Cash EOYFMV | $123,180 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,225,284 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,206,721 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,151,380 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,279,255 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,329,901 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,274,560 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,279,255 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,329,901 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,279,255 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,329,901 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,279,255 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,329,901 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,279,255 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $50,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46 | OtherIncreasesAmt |
| Subtotal | $2,329,937 | SubtotalAmt |
| Other Decreases | $36 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,329,901 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM TRANSACTIONS - UBS FIN'L SERVICES | $699,542 | $678,358 | $21,184 | $21,184 |
| LONG TERM TRANSACTIONS - UBS FIN'L SERVICES | $156,079 | $103,558 | $52,521 | $52,521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $73,705 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $77,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,316,123 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033342 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,982,571 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053223 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,127 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,012,840 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $50,760 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,829,453 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.027746 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $27,887 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $444,364 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062757 | DistributionYr5Rt |
| Total Distribution | 0.227309 | TotalDistributionRt |
| Average Distribution | 0.045462 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,465,387 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,081 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,113 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $113,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $71,392 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,226 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,226 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,226 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,774 | OverpaymentAmt |
| Applied To ES Tax | $3,774 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RONALD MESHBERG | IndividualWithBooksNm |
| Phone | 2032475760 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 OCEAN DRIVE APT 203 | AddressLine1Txt |
| City | JUNO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| RONALD MESHBERG | ||||||||
| 530 OCEAN DRIVE APT 203 | JUNO BEACH | FL | 33408 | PRESIDENT/TREASURER/DIRECT | 0.00 | $0 | $0 | $0 |
| TINA MESHBERG | ||||||||
| 185 ISLAND DRIVE | JUPITER | FL | 33477 | VICE PRESIDENT/SECRETARY/D | 0.00 | $0 | $0 | $0 |
| NATHAN MESHBERG | ||||||||
| 530 OCEAN DRIVE APT 203 | JUNO BEACH | FL | 33408 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| LEAH MESHBERG | ||||||||
| 530 OCEAN DRIVE APT 203 | JUNO BEACH | FL | 33408 | DIRECTOR | 0.00 | $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 | $2,436,001 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,502,931 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,502,931 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,544 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,465,387 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $123,269 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $123,269 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,226 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,226 | TotalTaxAmt |
| Distributable Before Adj | $121,043 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,043 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,043 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $71,392 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $71,392 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $71,392 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,043 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $50,977 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $71,392 | QualifyingDistributionsAmt |
| Applied To Year1 | $50,977 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,415 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | 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 | $100,628 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RONALD MESHBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 OCEAN DRIVE APT 203 | AddressLine1Txt |
| City | JUNO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2032475760 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION EXPLAINING THE NOT-FOR-PROFIT CHARITABLE, RELIGIOUS AND/OR EDUCATIONAL PURPOSE, AND THE MANNER IN WHICH FUNDS WILL BE DISBURSED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE IS NO CARRYING ON OF PROPAGANDA, OR OTHERWISE ATTEMPTING TO INFLUENCE LEGISLATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BENZAITEN CENTER FOR CREATIVE ARTS INC | ||||||
| 1105 2ND AVE S | LAKE WORTH | FL | 33460 | UNRESTRICTED | PUBLIC CHARITY | $15,000 |
| JUPITER MEDICAL FOUNDATION | ||||||
| 1210 SOUTH OLD DIXIE HIGHWAY | JUPITER | FL | 33458 | UNRESTRICTED | PUBLIC CHARITY | $20,000 |
| THE CORNING MUSEUM OF GLASS | ||||||
| ONE MUSEUM WAY | CORNING | NY | 14830 | UNRESTRICTED | PUBLIC CHARITY | $25,000 |
| RAYMOND F KRAVIS CENTER FOR THE PERFORMING ARTS INC | ||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | UNRESTRICTED | PUBLIC CHARITY | $4,167 |
| MONTESSORI DAY SCHOOL OF BROOKLYN | ||||||
| 273 PARK PLACE | BROOKLYN | NY | 11238 | UNRESTRICTED | PUBLIC CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,167 | 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 | $415 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,358 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $73,705 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $132,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $132,654 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RONALD MESHBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 530 OCEAN DR 203 | AddressLine1Txt |
| City | JUNO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,343 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 335 SHARES OF INVESCO QQQ TR STOCKFMV = $51,272COST = $21,343 | NoncashPropertyDesc |
| Fair Market Value | $51,272 | FairMarketValueAmt |
| Received | 2018-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,450 | Amt |
| Net Investment Income | $2,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,225 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $2,206,721 | EOYBookValueAmt |
| EOYFMV | $2,151,380 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR TIMING DIFFERENCES | Desc |
| Amt | $36 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDIVIDEND DISTRIBUTIONS | Desc |
| Revenue And Expenses Per Books | $176 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $176 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF PRIOR YEAR TIMING DIFFERENCES | Desc |
| Amt | $46 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $18,954 | Amt |
| Net Investment Income | $18,954 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,048 | $0 | $0 |
| TAX ON INVESTMENT INCOME | $8,742 | $0 | $0 |
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