LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-30
- IRS object ID
- 201833039349100348
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-30T15:26:03-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-29 | 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 | 2018-10-29 | IPDt |
| IP Tm | 10:24:07 | IPTm |
| IP Timezone | ED | 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 | 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 | $2,790,149 | 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 | $23,363 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23,363 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,005 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,005 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $98,342 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $463,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $139,309 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,710 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $198,677 | 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 | $8,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,398 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,398 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $709 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $709 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,602 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,609 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $116,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $116,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,609 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $23,108 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $180,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,850 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,970 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,970 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $101,723 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $101,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,277 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,141,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,058,391 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,825,901 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $729,985 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $841,771 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $848,001 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,996,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,019,855 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,790,149 | 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 | $356,939 | RetainedEarningBOYAmt |
| Retained Earning EOY | $380,047 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,996,747 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,996,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,019,855 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,996,747 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $23,108 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,019,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,019,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WW GRAINGER INC | P | 2014-10-28 | 2017-10-23 | $10,590 | $12,359 | -$1,769 | -$1,769 |
| WW GRAINGER INC | P | 2014-02-12 | 2017-01-09 | $4,316 | $4,537 | -$221 | -$221 |
| WW GRAINGER INC | P | 2017-02-12 | 2017-10-23 | $20,764 | $23,880 | -$3,116 | -$3,116 |
| WELLS FARGO & CO | P | 2014-09-09 | 2017-05-08 | $25,000 | $25,000 | $0 | $0 |
| UNITED HEALTH GROUP | P | 2013-02-12 | 2017-01-06 | $14,862 | $5,292 | $9,570 | $9,570 |
| TJX COS INC NEW | P | 2013-04-10 | 2017-01-09 | $9,526 | $6,062 | $3,464 | $3,464 |
| PROCTER & GAMBLE CO | P | 2005-10-04 | 2017-09-07 | $35,284 | $6,450 | $28,834 | $28,834 |
| MASTERCARD INC | P | 2014-10-15 | 2017-11-01 | $47,351 | $22,861 | $24,490 | $24,490 |
| KELLOGG CO | D | 2014-06-13 | 2017-05-17 | $50,000 | $50,000 | $0 | $0 |
| JP MORGAN CHASE & CO | P | 2010-05-11 | 2017-01-06 | $29,298 | $14,388 | $14,910 | $14,910 |
| JOHNSON AND JOHNSON | P | 1997-08-05 | 2017-01-09 | $10,366 | $10,366 | $10,366 | |
| JOHNSON AND JOHNSON | P | 1997-08-05 | 2017-09-07 | $17,259 | $17,259 | $17,259 | |
| GILEAD SCIENCES INC | P | 2016-07-19 | 2017-03-09 | $22,557 | $28,709 | -$6,152 | -$6,152 |
| GILEAD SCIENCES INC | P | 2016-01-29 | 2017-03-09 | $22,964 | $29,039 | -$6,075 | -$6,075 |
| EXXON MOBIL CORP | P | 2009-11-18 | 2017-01-09 | $2,766 | $2,425 | $341 | $341 |
| EXXON MOBIL CORP | P | 2008-12-11 | 2017-01-09 | $8,643 | $8,134 | $509 | $509 |
| EXXON MOBIL CORP | P | 2003-07-17 | 2017-01-09 | $259 | $107 | $152 | $152 |
| DISNEY (WALT) CO | P | 2009-04-24 | 2017-01-09 | $17,782 | $3,334 | $14,448 | $14,448 |
| CVS HEALTH CORP | P | 2011-08-01 | 2017-01-09 | $9,430 | $4,312 | $5,118 | $5,118 |
| COMCAST CORP NEW CL A | P | 2014-10-15 | 2017-01-09 | $7,720 | $5,721 | $1,999 | $1,999 |
| CATERPILLAR INC | P | 2014-06-13 | 2017-06-26 | $50,000 | $50,000 | $0 | $0 |
| BLACKROCK INC | P | 2011-08-10 | 2017-01-09 | $9,880 | $3,895 | $5,985 | $5,985 |
| APPLE INC | P | 2013-01-30 | 2017-09-07 | $24,855 | $10,107 | $14,748 | $14,748 |
| APPLE INC | P | 2013-01-30 | 2017-01-09 | $5,676 | $3,150 | $2,526 | $2,526 |
| APPLE INC | P | 2012-07-26 | 2017-01-09 | $6,268 | $4,345 | $1,923 | $1,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $139,309 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $129,269 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,555,632 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050582 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,978 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,511,843 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052144 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $117,525 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,661,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044156 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $134,900 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,504,884 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053855 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $97,805 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,373,790 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041202 | DistributionYr5Rt |
| Total Distribution | 0.241939 | TotalDistributionRt |
| Average Distribution | 0.048388 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,657,981 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $128,614 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,801 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,415 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,340 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,340 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,739 | OverpaymentAmt |
| Applied To ES Tax | $3,739 | 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 |
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 | $2,631,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,912 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,698,458 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,698,458 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,477 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,657,981 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $132,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $132,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,601 | TotalTaxAmt |
| Distributable Before Adj | $129,298 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,298 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,298 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $116,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,298 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $12,486 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $6,580 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $116,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $116,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $13,298 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,298 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,161 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $5,768 | ExcessFromYear2Amt |
| Excess From Year1 | $3,393 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $350 |
| CEI-PEA | |||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $10,000 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $11,250 |
| DAFNONAS SOCIETY | |||||||
| 6730 5TH AVENUE | BROOKLYN | NY | 112205418 | N/A | 501(C)(3) | EDUCATION | $350 |
| FAULK CENTER FOR COUNSELING | |||||||
| 2245 BOCA RIO ROAD | BOCA RATON | FL | 33433 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| FENWAY CHARITABLE FUND | |||||||
| PO BOX 7 | SCARSDALE | NY | 105860007 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| FORDHAM LAW SCHOOL | |||||||
| 140 WEST 62 ST | NEW YORK | NY | 10023 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 4TH ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $7,500 |
| GREATER NY COUNCIL BOY SCOUTS | |||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 |
| GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY | |||||||
| 7 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | RELIGIOUS | $150 |
| HANAC INC | |||||||
| 49 WEST 45TH STREET 4TH FL | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| HELEN KELLER SERVICE FOR THE BLIND | |||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $3,750 |
| KIMISIS THEOTOKOU CHURCH | |||||||
| PO BOX 367 | HOLMDEL | NJ | 07733 | N/A | 501(C)(3) | RELIGIOUS | $1,000 |
| 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 | $500 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,000 |
| 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 | $500 |
| ONE CTR STREE SYNDICATE | |||||||
| 4608 AMHERST RD | COLLEGE PARK | MD | 207403640 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| PEACE ANGELS PROJECT FUND | |||||||
| 310 1ST AVENUE APT 4B | NEW YORK | NY | 100091704 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| QUEENS CHAMBER OF COMMERCE | |||||||
| 75-20 ASTORIA BLVD | JACKSON HEIGHTS | NY | 113701138 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,000 |
| THE BROOKLYN ALLIANCE | |||||||
| 335 ADAMS ST SUITE 2700 | BROOKLYN | NY | 112013737 | N/A | 501(C)(3) | EDUCATION | $7,500 |
| THE HOPE PROGRAM | |||||||
| 444 SW 2ND AVE 5TH FLOOR | MIAMI BEACH | FL | 33130 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| THE NATIONAL MS SOCIETY | |||||||
| 1100 NEW YORK AVE NW 1015 | WASHINGTON | DC | 20005 | N/A | 501(C)(3) | SCIENTIFIC | $800 |
| XAVERIAN HS | |||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $3,850 |
| YAI | |||||||
| 320 WEST 13TH STREET 2 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $116,000 | 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 | $23,363 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,005 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $98,342 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,710 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,710 | 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 | $8,300 | Amt |
| Net Investment Income | $8,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Sales ExpenseSalesExpenseAmt | Total NetTotalNetAmt | BasisBasisAmt |
|---|---|---|---|---|---|---|
| CASH IN LIEU | PURCHASED | 2017-09 | $47 | $0 | $47 | |
| ADJUSTMENT TO BASIS | PURCHASED | 2017-12 | $0 | -$41,014 | $41,014 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $841,771 | EOYBookValueAmt |
| EOYFMV | $848,001 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,058,391 | EOYBookValueAmt |
| EOYFMV | $1,825,901 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $101,723 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,277 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $73 | $73 | $0 |
| ANNUAL CORPORATE FEE | $576 | $576 | $0 |
| OTHER EXPENSES | $546 | $553 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | CategoryTxt |
| Amt | $8,398 | Amt |
| Net Investment Income | $8,398 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $709 | Amt |
| Net Investment Income | $709 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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