A TO Z IMPACT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- A TO Z IMPACT FOUNDATION (EIN 47-1982106)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349103050
- Schema version
- 2017v2.3
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T12:59:30-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | JEFF KAPLAN | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2018-11-11 | 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 | 06391520183195000036 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-11-15 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A03CA8425FE017993163D7917FD3F5FFAC126974 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $6,031,669 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $635 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $635 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,856 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,856 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $208,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $613,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $208,793 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $68,659 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $64,160 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,282,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $278,444 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,095 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,095 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,760 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,760 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $14,699 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,913 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,786 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $646 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $646 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $55 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $55 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,353 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,977 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,266 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $159,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $122,660 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $122,660 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $300,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,266 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $281,979 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $982,699 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $261,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,924,521 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $735,511 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $735,511 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $162,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $122,510 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $138,779 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,336,971 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,547,759 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,156,379 | OtherInvestmentsEOYFMVAmt |
| Other Assets EOY | $1,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,424,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,406,780 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,031,669 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,424,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,406,780 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,424,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,780 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,424,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,406,780 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,424,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $982,699 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,406,780 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,406,780 | 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 | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $163,463 | $155,897 | $7,566 | $7,566 | |||
| Passthrough K1 Capital Gain/(Loss) | $74,755 | ||||||
| DRFLDINTL - DEERFIELD INTERNATIONAL LIMITED | $450,000 | $323,528 | $126,472 | $126,472 | P | 2015-01-01 | 2017-09-29 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $208,793 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $269,636 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,168,842 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08509 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $333,783 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,582,112 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.129267 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $315,077 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.003174 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.217531 | TotalDistributionRt |
| Average Distribution | 0.07251 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,184,604 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $375,936 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,612 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $378,548 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $281,979 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,224 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,224 | SubtotalAmt |
| Tax Based On Investment Income | $5,224 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,173 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,219 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,392 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $168 | OverpaymentAmt |
| Applied To ES Tax | $168 | 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 |
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 | $87,095 | CompensationAmt |
| Employee Benefits | $18,891 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $156,710 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $462,797 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,644,050 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,263,557 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,263,557 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,184,604 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,230 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,230 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,224 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,224 | TotalTaxAmt |
| Distributable Before Adj | $254,006 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,006 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $256,006 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $281,979 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $281,979 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $281,979 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,006 | DistributableAsAdjustedAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $187,841 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $187,841 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $281,979 | QualifyingDistributionsAmt |
| Applied To Current Year | $256,006 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,973 | RemainingDistriFromCorpusAmt |
| Total Corpus | $213,814 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $213,814 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $187,841 | ExcessFromYear2Amt |
| Excess From Current Year | $25,973 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL ST 29TH FL | NEW YORK | NY | 10005 | N/A | PC | Charitable Event | $1,000 |
| COMPREHENSIVE DEVELOPMENT INC | |||||||
| 240 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | A to Z Impact Foundation College Scholarship fund | $5,000 |
| FRIENDS OF THE ARAVA INSTITUTE LTD | |||||||
| 896 BEACON ST | BOSTON | MA | 02215 | N/A | PC | The Israel Ride - Participants Josh and Dan Deutsch campaign | $360 |
| GOAL-GIVING OPEN ACCESS TO LEARNING INC | |||||||
| 19 E 103RD ST | NEW YORK | NY | 10029 | N/A | PC | General & Unrestricted | $2,500 |
| KING BAUDOUIN FOUNDATION UNITED STATES INC | |||||||
| 10 ROCKEFELLER PL 16TH FL | NEW YORK | NY | 10020 | N/A | PC | DesmosGR Fund | $2,500 |
| LITTLE SISTERS OF THE ASSUMPTION FAMILY HEALTH SER | |||||||
| 333 E 115TH ST | NEW YORK | NY | 10029 | N/A | PC | Charitable Event | $15,000 |
| LONG ISLAND COUNCIL OF CHURCHES | |||||||
| 1644 DENTON GREEN | HEMPSTEAD | NY | 11550 | N/A | PC | General & Unrestricted | $500 |
| NYAYA HEALTH A NONPROFIT CORPORATION - POSSIBLE | |||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $12,500 |
| NYAYA HEALTH A NONPROFIT CORPORATION - POSSIBLE | |||||||
| 30 BROAD ST 9TH FL | NEW YORK | NY | 10004 | N/A | PC | Debt Reduction Match Fund | $10,000 |
| ONGOZA FOUNDATION INC | |||||||
| C/O CHC 111 BROADWAY NO 1703 | NEW YORK | NY | 10006 | N/A | PC | General & Unrestricted | $1,500 |
| 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 | $5,000 |
| SOUTH NASSAU COMMUNITIES HOSPITAL | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | SIBS Place | $600 |
| SOUTH NASSAU COMMUNITIES HOSPITAL | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $6,400 |
| SOUTH NASSAU COMMUNITIES HOSPITAL | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | Charitable Event | $50 |
| THE PHILANTHROPY WORKSHOP INC | |||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $3,500 |
| THE WATER TRUST INC | |||||||
| PO BOX 4668 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $55,000 |
| URBAN ARTS PARTNERSHIP | |||||||
| 39 W 19TH ST 5 | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $122,660 | 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 | $635 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,856 | 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 | $208,793 | 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 (4 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| K-1 Inc/Loss | 525990 | -$6 | 14 | $23,283 |
| Federal Tax Refund | 01 | $2,505 | ||
| INTEREST INCOME FROM NOTES | 14 | $40,877 | ||
| CONFERENCE CHARGE REFUND | 01 | $2,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $282,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $282,943 | 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 |
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 | Kaplan Jeffrey | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALASKA AIR GROUP INC | $1,554 | $1,879 |
| AMERICAN EXPRESS CO | $1,531 | $1,986 |
| AT&T, INC | $1,748 | $2,032 |
| BRITISH AMERICAN TOBACCO PLC | $1,190 | $1,177 |
| BROADCOM LIMITED | $1,681 | $3,458 |
| CHARLES SCHWAB CORP | $1,502 | $1,798 |
| CHEVRON CORP | $1,722 | $2,109 |
| CHUBB LIMITED | $1,543 | $1,788 |
| CINTAS CRP | $1,515 | $1,870 |
| CITIGROUP INC | $1,587 | $2,053 |
| CITIZENS FINANCIAL GROUP, INC | $1,529 | $1,781 |
| COMCAST CORP | $1,532 | $1,791 |
| CONSTELLATION BRANDS INC | $1,660 | $2,321 |
| COSTCO WHOLESALE CORPORATION | $1,624 | $1,675 |
| CROWN CASTLE INTL | $3,107 | $3,441 |
| CSRA INC | $1,507 | $1,556 |
| D R HORTON | $1,509 | $2,656 |
| DELTA AIR LINES INC | $1,596 | $1,930 |
| DOMINION ENERGY INC | $1,532 | $1,621 |
| DUKE ENERGY CO | $1,586 | $1,594 |
| ENTERGY CORP | $1,721 | $1,847 |
| EXPEDIA INC | $1,528 | $1,198 |
| EXTRA SPACE STORAGE | $3,175 | $3,317 |
| FEDEX CORPORATION | $1,688 | $2,246 |
| FINANCIAL SELECT SECTOR SPDR F | $1,511 | $1,786 |
| FIRST ENERGY CORP | $1,691 | $1,487 |
| FORD MOTOR COMPANY | $18 | $20 |
| GARMIN LTD | $1,663 | $2,070 |
| GENERAL MILLS INC | $1,504 | $1,719 |
| GENERAL MOTORS | $1,671 | $1,970 |
| GGP, INC | $3,012 | $2,924 |
| GOODYEAR TIRE & RUBBER COMPANY | $1,520 | $1,519 |
| HELMERICH PAYNE | $1,539 | $1,422 |
| HEWLETT PACKARD ENTERPRISE CO | $1,177 | $1,178 |
| HORMEL FOODS CP | $1,398 | $1,160 |
| HUNTINGTON BANCSHARES INC | $1,500 | $1,616 |
| IRON MOUNTAIN | $3,242 | $3,376 |
| JOHNSON CONTROLS INTERNATIONAL | $1,535 | $1,410 |
| KEYCORP | $1,506 | $1,674 |
| KIMCO RLTY CORP | $1,570 | $1,126 |
| KOHLS CORP | $1,531 | $2,061 |
| LAM RESEARCH CORP | $1,564 | $2,036 |
| LYONDELLBASELL INDUSTRIES NV | $1,588 | $1,986 |
| MACERICH CO | $1,579 | $1,515 |
| MACY'S INC | $1,522 | $1,322 |
| MATTELL INC | $1,518 | $1,507 |
| MICRO FOCUS INTERNATIONAL PLC | $323 | $369 |
| MID-AMERICA APT COMMUNITIES IN | $1,594 | $1,609 |
| NASDAQ OMX GROUP | $1,608 | $2,155 |
| NAVIENT CORPORATION | $1,616 | $1,364 |
| NEWELL RUBBERMAID INC | $1,577 | $1,045 |
| NEWMONT MINING CORP | $1,514 | $1,651 |
| NVIDIA CORP | $1,567 | $2,322 |
| OCCIDENTAL PETROLEUM CORP | $1,689 | $1,708 |
| PEOPLE'S UNITED FINANCIAL, INC | $1,504 | $1,571 |
| PHILIP MORRIS INTL | $1,503 | $1,479 |
| PPL CORPORATION | $1,605 | $1,621 |
| PUBLIC STORAGE INC | $1,658 | $1,672 |
| QUALCOMM INC | $1,568 | $1,798 |
| RAYTHEON CO | $1,635 | $2,106 |
| REALTY INCOME CORP | $1,617 | $1,674 |
| REGENCY CENTERS CORP | $1,530 | $1,660 |
| ROYAL CARRIBEAN CRUISE | $1,588 | $1,806 |
| SELECT SECTOR SPDR UTILITIES | $1,612 | $1,704 |
| SIMON PPTY GROUP INC | $1,520 | $1,546 |
| SOUTHERN CO | $1,740 | $1,858 |
| SOUTHWEST AIRLINES | $1,548 | $1,767 |
| STARBUCKS CORP COM | $1,517 | $1,493 |
| TARGET CORPORATION | $1,505 | $1,501 |
| TYSON FOODS INC CL A | $1,612 | $3,349 |
| UNITEDHEALTH GROUP INC | $1,629 | $1,984 |
| VALERO ENERGY CORP | $1,546 | $2,138 |
| VERIZON COMMUNICATIONS | $1,708 | $1,843 |
| VULCAN MATERIALS CO | $1,563 | $2,353 |
| WEYERHAEUSER CO | $1,586 | $1,846 |
| ZIONS BANCORP | $1,502 | $1,779 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DEERFIELD INTERNATIONAL LIMITE | $2,710,634 | $3,286,718 |
| DEERFIELD SPECIAL SITUATIONS F | $837,125 | $869,661 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE SECURITY DEPOSIT | Desc |
| EOY Book Value | $1,000 | EOYBookValueAmt |
| EOYFMV | $1,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $20,475 | $20,475 | |
| Bank Charges | $630 | $630 | |
| Cell Phone Plan | $894 | $894 | |
| K-1 Exp DEERFIELD SPECIAL SITU | $12,716 | $12,716 | |
| OFFICE SUPPLIES | $476 | $476 | |
| Payroll Processing Fees | $629 | $629 | |
| Postage/Delivery Service | $44 | $38 | $7 |
| State or Local Filing Fees | $75 | $75 | |
| Website Hosting/Support | $65 | $65 | |
| DIGITAL SUBSCRIPTION FEE | $325 | $325 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| K-1 Inc/Loss DEERFIELD SPECIAL SITUATIONS FUND L.P | $23,277 | $23,283 |
| Federal Tax Refund | $2,505 | |
| Interest Income from Notes | $40,877 | $40,877 |
| conference charge refund | $2,000 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ONE ACRE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $2,038 | $2,038 | |
| Philanthropic Consulting Srvcs | $5,736 | $5,736 | |
| AGENCY FEE FOR MRI | $1,875 | $1,875 | |
| Website Development | $5,050 | $5,050 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2017 | CategoryTxt |
| Amt | $1,000 | Amt |
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