LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349100133
- Schema version
- 2024v5.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T08:26:08-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 882730877 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2811 PONCE DE LEON BLVD STE 500 | 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 | 2024-01-01 | 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/O 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 | 201 EAST LAS OLAS BLVD 2010 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2025-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG ENGEL | PreparerPersonNm |
| PTIN | P00447994 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,298,697 | 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 | $19,982 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19,982 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $686,646 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $177,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $177,269 | 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 |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,241 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,241 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $19,067 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,067 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,217 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,241 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $147,150 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $147,150 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $180,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,217 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $156,391 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,339 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $158,052 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$5 | CashBOYAmt |
| Cash EOY | -$4 | CashEOYAmt |
| Cash EOYFMV | -$4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $58,346 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,630 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $142,490 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $166,276 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $150,453 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,130,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,002,265 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,243,561 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $518,606 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $522,150 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,595 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $244,920 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $222,342 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $220,462 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,094,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,091,659 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,298,697 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $455,190 | RetainedEarningBOYAmt |
| Retained Earning EOY | $451,851 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,094,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,659 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,094,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,091,659 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,094,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,339 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,091,659 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,091,659 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $686,646 | GrossSalesPriceAmt |
| Cost Or Other Basis | $580,643 | CostOrOtherBasisAmt |
| Gain Or Loss | $106,003 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $106,003 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,197 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,197 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,197 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,991 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,991 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $206 | TaxDueAmt |
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 | CRAIG ENGEL CPA | IndividualWithBooksNm |
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 EAST LAS OLAS BLVD STE 2010 | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 | $3,155,846 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $101,923 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,257,769 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,257,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,867 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,208,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,445 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,445 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,197 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,197 | TotalTaxAmt |
| Distributable Before Adj | $158,248 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $158,248 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $158,248 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $156,391 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $156,391 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $158,248 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $44,682 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $156,391 | QualifyingDistributionsAmt |
| Applied To Year1 | $44,682 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $111,709 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $46,539 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHEPA CHAPTER 41 | |||||||
| 1130 78TH STREET | BROOKLYN | NY | 11228 | N/A | 501(C)(3) | EDUCATIONAL | $750 |
| AHRC | |||||||
| 83 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | 501(C)(3) | SOCIAL/WELFARE | $3,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75321 | N/A | 501(C)(3) | SCIENTFIC | $5,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| BROOKLYN BAR ASSOCIATION FOUNDATION | |||||||
| 123 REMSEN ST | NEW YORK | NY | 11021 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| CATHOLIC CHARITIES OF BROOKLYN & QUEENS | |||||||
| 191 JORALEMON ST | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $750 |
| EAC INC | |||||||
| 99 QUENTIN ROOSEVELT BLDV STE 200 | GARDEN CITY | NY | 11530 | N/A | 501(C)(3) | SOCIAL/WELFARE | $6,500 |
| FORDHAM UNIVERSITY | |||||||
| 441 EAST FORDHAM RD | BRONX | NY | 10458 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| FRIENDS OF HELLENIC CLASSICAL CHARTER SCHOOL | |||||||
| 646 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | EDUCATIONAL | $10,000 |
| GREATER NY COUNCIL BOY SCOUTS | |||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,000 |
| HELEN KELLER SERVICE FOR THE BLIND | |||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $3,000 |
| HILLEL AT BARUCH COLLEGE | |||||||
| 55 LEXINGTON AVE | NEW YORK | NY | 10010 | N/A | 501(C)(3) | EDUCATIONAL | $1,000 |
| HOPE EMPOWERMENT AND DEVELOPMENT ZONE INC | |||||||
| 369 NEW LOTS AVENUE | BROOKLYN | NY | 11207 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| LADIES PHILOPTOCHOS SOCIETY THEOTOKOU OF KIMISIS | |||||||
| 126 EAST 37TH STREET | NEW YORK | NY | 10016 | N/A | 501(C)(3) | SOCIAL WELFARE | $250 |
| LONG ISLAND CHILDREN'S MUSEUM | |||||||
| 11 DAVIES AVENUE | GARDEN CITY | NJ | 11530 | N/A | 501(C)(3) | EDUCATIONAL | $3,000 |
| MACULAR DEGENERATION RESEARCH BRIGHT FOCUS FOUNDATION | |||||||
| 22512 GATEWAY CENTER DR | CLARKSBURG | MD | 20871 | N/A | 501(C)(3) | SCIENTIFIC/RESEARCH | $100 |
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,000 |
| NAVY SEAL FOUNDATION | |||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | 501(C)(3) | SOCIAL/WELFARE | $3,000 |
| QUEENS COMMUNITY HOUSE | |||||||
| 108-69 62ND DRIVE FOREST HILLS | QUEENS | NY | 11375 | N/A | 501(C)(3) | SOCIAL WELFARE | $3,000 |
| SCO FAMILY OF SERVICES | |||||||
| 2-4 NEVINS ST | BROOKLYN | NY | 11217 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,500 |
| SELF HELP COMMUNITY SERVICES | |||||||
| 520 EIGHTH AVENUE 5TH FLOOR INC | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| SIENA COLLEGE | |||||||
| 515 LOUDON RD | LOUDONVILLE | NY | 12211 | N/A | 501(C)(3) | EDUCATION | $2,500 |
| ST JUDE CHILDRENS HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | SCIENTIFIC | $2,500 |
| ST THOMAS AQUINAS COLLEGE | |||||||
| 125 NY-340 | SPARKILL | NY | 10976 | N/A | 501(C)(3) | EDUCATION | $500 |
| STORM KING ART CENTER | |||||||
| 1 MUSEUM RD | NEW WINDSOR | NY | 12553 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| TEMPLE SHAARY TEFILA | |||||||
| 89 BALDWIN ROAD | BEDFORD CORNERS | NY | 10549 | N/A | 501(C)(3) | RELIGIOUS | $2,600 |
| THE ALEX MARROW CHILDREN'S FUND | |||||||
| 56 RYE ROAD | RYE | NY | 10580 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| THE AUSCHWITZ JEWISH-CENTER FDN INC | |||||||
| 11C 11TH AVE | NEW YORK | NY | 10011 | N/A | 501(C)(3) | SOCIAL/WELFARE | $5,000 |
| THE DOE FUND | |||||||
| 345 E 102ND ST 305 | NEW YORK | NY | 10029 | N/A | 501(C)(3) | SOCIAL/WELFARE | $5,000 |
| THE HOPE PROGRAM | |||||||
| 444 SW 2ND AVE 5TH FLOOR | MIAMI BEACH | FL | 33130 | N/A | 501(C)(3) | SOCIAL/WELFARE | $7,500 |
| THE LONG ISLAND CITY PARTNERSHIP | |||||||
| 27-01 QUEENS PLAZA N LEVEL B | ASTORIA | NY | 11101 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| THE SOPHIA VALSAMOS FOUNDATION | |||||||
| 120A WILSHIRE BLVD | BRENTWOOD | NY | 11717 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,500 |
| TOURO UNIVERSITY | |||||||
| 3 TIMES SQ | NEW YORK | NY | 10036 | N/A | 501(C)(3) | EDUCATION | $6,000 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,800 |
| XAVERIAN HS | |||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $2,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $147,150 | 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 | $19,982 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $177,269 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $177,269 | 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 | $9,241 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,241 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS CREDIT | $45,109 | $43,617 |
| AT&T INC | $41,260 | $34,795 |
| BANK OF AMERICA CORP | $29,874 | $29,743 |
| COMCAST CORP | $48,938 | $47,799 |
| ESSENTIAL UTILITIES INC | $52,108 | $44,570 |
| GENUINE PARTS CO | $33,051 | $34,906 |
| GOLDMAN SACHS GROUP | $34,376 | $34,875 |
| HP INC | $27,926 | $28,729 |
| JPMORGAN CHASE & CO | $40,054 | $39,962 |
| PFIZER INC | $44,192 | $43,781 |
| PHILLIPS 66 | $25,476 | $24,776 |
| PUBLIC SERVICE OKLAHOMA | $35,023 | $34,447 |
| NEXTERA ENERGY CAPITAL | $30,211 | $29,672 |
| DUKE ENERGY CAROLINAS | $34,552 | $33,923 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE | $11,977 | $80,912 |
| AIR PRODUCTS&CHEM | $22,981 | $50,757 |
| AON | $42,431 | $55,670 |
| APPLE INC | $12,204 | $121,454 |
| BLACKROCK INC | $18,146 | $106,611 |
| COCA-COLA COM | $11,884 | $51,115 |
| COSTCO WHOLESALE CORP DEL | $46,640 | $116,366 |
| HONEYWELL INTERNATIONAL INC DEL | $63,971 | $98,940 |
| JOHNSON & JOHNSON COM | $2,029 | $59,729 |
| JPMORGAN CHASE & CO | $0 | $106,431 |
| LOWE'S COMPANIES INC | $27,004 | $82,678 |
| MASTERCARD INC | $21,177 | $115,319 |
| MEDTRONIC PLC SHS | $31,351 | $26,600 |
| MICROSOFT CORP | $21,682 | $121,814 |
| ORACLE CORP $0.01 DEL | $21,482 | $91,319 |
| PEPSICO INC | $26,451 | $66,906 |
| RAYTHEON TECHNOLOGIES | $56,785 | $88,179 |
| S&P GLOBAL INC. | $36,145 | $94,626 |
| TEXAS INSTRUMENTS | $68,686 | $71,254 |
| THERMO FISHER SCIENTIFIC | $66,464 | $65,029 |
| TJX COS INC NEW | $26,867 | $91,453 |
| UNITEDHEALTH GROUP INC | $13,912 | $81,443 |
| MCKESSON CORPORATION | $41,830 | $54,141 |
| UNITED PARCEL SERVICE | $37,872 | $27,742 |
| CHEVRON CORP | $58,286 | $51,418 |
| EATON CORP | $28,932 | $55,754 |
| ELI LILLY & CO | $9,578 | $9,264 |
| NEXTERA ENERGY INC SHS | $43,931 | $50,183 |
| NVIDIA | $33,794 | $40,421 |
| STRYKER CORP | $40,257 | $46,807 |
| ALPHABET INC SHS CL A | $57,516 | $63,226 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $166,276 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $150,453 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $222,342 | BookValueAmt |
| EOYFMV | $220,462 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSACTION FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | CategoryTxt |
| Amt | $19,067 | Amt |
| Net Investment Income | $19,067 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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