A TO Z IMPACT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- A TO Z IMPACT FOUNDATION (EIN 47-1982106)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201943049349100969
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T14:21:53-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 471982106 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A to Z Impact Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ATOZ | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY KAPLAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-10-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520193045000006 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-10-31 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 54CCAE8F7BC02385263C2CCCA723B6609AD4C170 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0C5E5A4654C1C37B4810F575F1A1D05F0CA21AED | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,437,120 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,292,267 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,524,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,292,267 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $189,682 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $189,764 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,487,891 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,487,973 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $93,280 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $93,280 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,305 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $26,305 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $3,626 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,326 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $300 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,619 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,957 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,135 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,822 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,563 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,412 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $231,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,024 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $161,119 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,465 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,465 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,232 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,024 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $241,584 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,175,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,430,949 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $735,511 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $256,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $256,470 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $122,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,629 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,242 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $3,547,759 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,988,590 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,842,658 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,335,750 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,335,750 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,406,780 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,582,439 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,437,120 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,406,780 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,582,439 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,406,780 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,582,439 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,406,780 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,582,439 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,406,780 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,175,659 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,582,439 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,582,439 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | SoldSoldDt |
|---|---|---|---|---|---|---|
| Publicly-traded Securities | $238,083 | $222,770 | $15,313 | $15,313 | ||
| Passthrough K1 Capital Gain/(Loss) | $700,870 | |||||
| DEERFIELD INTERNATIONAL LIMITED | $3,286,717 | $2,710,633 | $576,084 | $576,084 | P | 2018-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,292,267 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $281,979 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,184,604 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $269,636 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,168,842 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.08509 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $333,783 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,582,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.129267 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $315,077 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003174 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.271919 | TotalDistributionRt |
| Average Distribution | 0.06798 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,817,773 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $395,492 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $14,309 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $409,801 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,576,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $14,309 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,309 | SubtotalAmt |
| Tax Based On Investment Income | $14,309 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,568 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $16,977 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $29,545 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $15,236 | OverpaymentAmt |
| Applied To ES Tax | $15,236 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Andrea Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Jeffrey Kaplan | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres, Dir, Sec, Treas | 1.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL KAPLAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 780 LONG BEACH BLVD | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Executive Director | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $93,280 | CompensationAmt |
| Employee Benefits | $18,192 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ONE ACRE FUND PRI - TO ALLEVIATE WORLD POVERTY AND HUNGER AMONG FARMERS | Description1Txt |
| Expenses1 | $800,000 | Expenses1Amt |
| Description2 | COMMUNITY HOUSING CAPITAL INC PRI - TO FUND LOANS TO ANY ORGANIZATIONS DEVELOPING AFFORDABLE HOUSING & PROTECTING THE ENVIRONMENT. | Description2Txt |
| Expenses2 | $500,000 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $34,750 | AllOtherProgramRltdInvstTotAmt |
| Total | $1,334,750 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $98,330 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $210,438 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,597,601 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,906,369 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,906,369 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $88,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,817,773 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $290,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $290,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,309 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,309 | TotalTaxAmt |
| Distributable Before Adj | $276,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $276,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $276,580 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $241,584 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,334,750 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,576,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $14,309 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,562,025 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,580 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $187,841 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $25,973 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $213,814 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,576,334 | QualifyingDistributionsAmt |
| Applied To Current Year | $276,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,299,754 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,513,568 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,513,568 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $187,841 | ExcessFromYear3Amt |
| Excess From Year1 | $25,973 | ExcessFromYear1Amt |
| Excess From Current Year | $1,299,754 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Jeffrey Kaplan | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOY SCOUTS OF AMERICA | |||||||
| 350 5TH AVE STE 7820 | NEW YORK | NY | 10118 | N/A | PC | Jamil Ahmed Cooking Area Project | $250 |
| CHALLENGED ATHLETES INC | |||||||
| 9591 WAPLES ST | SAN DIEGO | CA | 92121 | N/A | PC | Charitable Event | $500 |
| COMPREHENSIVE DEVELOPMENT INC | |||||||
| 240 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | Residential Construction Scholarship fund | $3,615 |
| HUDSON VALLEY CENTER FOR CONTEMPORARY ART | |||||||
| 1701 MAIN ST | PEEKSKILL | NY | 10566 | N/A | PC | Kelli Bickman Mural Arts Program | $500 |
| KIPP NEW YORK INC | |||||||
| 470 7TH AVE 10TH FL | NEW YORK | NY | 10018 | N/A | SO II | Whitney Climbs the Dolomites for Kipp | $1,000 |
| LEUKEMIA & LYMPHOMA SOCIETY - CONNECTICUT WESTCHES | |||||||
| 3 LANDMARK SQ STE 330 | STAMFORD | CT | 06901 | N/A | PC | Charitable Event | $500 |
| LEUKEMIA & LYMPHOMA SOCIETY INC - NEW YORK CITY C | |||||||
| 61 BROADWAY STE 400 | NEW YORK | NY | 10006 | N/A | PC | Charitable Event | $250 |
| LONG BEACH CHRISTMAS ANGEL INC | |||||||
| 535 GRAND BLVD | LONG BEACH | NY | 11561 | N/A | PC | General & Unrestricted | $300 |
| LONG BEACH SOUP KITCHEN INC | |||||||
| PO BOX 294 | LONG BEACH | NY | 11561 | N/A | PC | Charitable Event | $300 |
| LONG ISLAND COUNCIL OF CHURCHES | |||||||
| 1644 DENTON GREEN | HEMPSTEAD | NY | 11550 | N/A | PC | February Food Drive | $500 |
| LWALA COMMUNITY ALLIANCE INC | |||||||
| PO BOX 60688 | NASHVILLE | TN | 37206 | N/A | PC | Systems Change Strategy: Phase 2 | $10,000 |
| ONGOZA FOUNDATION INC | |||||||
| C/O CHC 111 BROADWAY NO 1703 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,000 |
| ORLANDO HEALTH FOUNDATION INC | |||||||
| 3160 SOUTHGATE COMMERCE BLVD STE 50 | ORLANDO | FL | 32806 | N/A | PC | Charitable Event | $250 |
| OUR LADY OF ARMENIA INC | |||||||
| 1587 PALMER DR | SPRINGFIELD | PA | 19064 | N/A | PC | General & Unrestricted | $2,500 |
| SIBS PLACE INC | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | General & Unrestricted | $1,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5 COMPUTER DR W | ALBANY | NY | 12205 | N/A | PC | Charitable Event | $1,000 |
| THE PRASAD PROJECT INC | |||||||
| PO BOX 576 | FERNDALE | NY | 12734 | N/A | PC | Charitable Event | $1,000 |
| THE WATER TRUST INC | |||||||
| PO BOX 4668 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $55,000 |
| WATER COMPASS INC | |||||||
| 505 TREMONT ST UNIT 411 | BOSTON | MA | 02116 | N/A | PC | Charitable Event | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,465 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,627 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,315 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,292,267 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$82 | 14 | $132,430 |
| INTEREST INCOME FROM NOTES | 14 | $38,778 | ||
| INTEREST INCOME FROM PRIS | 14 | $18,556 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$82 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,487,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,487,891 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GLOBAL PTN/ELEO SOCIAL VENTURE PRI | Desc |
| Amt | $34,750 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | UNITEDHEALTH GROUP INC | StockNm |
| EOY Book Value | $1,629 | EOYBookValueAmt |
| EOYFMV | $2,242 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEERFIELD PARTNERS, L.P | $3,921,023 | $3,793,593 |
| DEERFIELD SPECIAL SITUATIONS F | $996,875 | $966,565 |
| ELEVAR EQUITY IV, L.P | $70,692 | $82,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMUNITY HOUSING CAP INC PRI | $500,000 | $500,000 |
| GLOBAL PTN/ELEO SOC VEN PRI | $34,750 | $34,750 |
| ONE ACRE FUND PRI | $800,000 | $800,000 |
| OFFICE SECURITY DEPOSIT | $1,000 | $1,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $22,895 | $22,895 | |
| Bank Charges | $601 | $601 | |
| Cell Phone Plan | $1,011 | $1,011 | |
| Computers/Electronic Devices | $1,020 | $1,020 | |
| K-1 Exp DEERFIELD PARTNERS, L. | $30,575 | $30,575 | |
| K-1 Exp DEERFIELD SPECIAL SITU | $7,472 | $7,472 | |
| K-1 Exp ELEVAR EQUITY IV, L.P | $12,920 | $12,915 | |
| OFFICE SUPPLIES | $368 | $368 | |
| Payroll Processing Fees | $644 | $644 | |
| State or Local Filing Fees | $25 | $25 | |
| TRAINING & PROFESSIONAL DEV | $115 | $115 | |
| Website Hosting/Support | $334 | $334 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss BROOKFIELD PROPERTY PARTNERS | $3 | $3 |
| K-1 Inc/Loss DEERFIELD PARTNERS, L.P | $102,937 | $103,004 |
| K-1 Inc/Loss DEERFIELD SPECIAL SITUATIONS FUND L.P | $28,296 | $28,311 |
| K-1 Inc/Loss ELEVAR EQUITY IV, L.P | $1,112 | $1,112 |
| Interest Income from Notes | $38,778 | $38,778 |
| interest income from pris | $18,556 | $18,556 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $1,421 | $1,421 | |
| AGENCY FEE FOR MRI | $1,905 | $1,905 | |
| Website Development | $300 | $300 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2018 | $12,400 |
| 990-PF Extension for 2017 | $1,219 |
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