S IRVING AND ANNE NEVARD SHERR FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- S IRVING AND ANNE NEVARD SHERR FOUNDATION INC (EIN 46-4070243)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-05-14
- IRS object ID
- 201811349349102581
- Schema version
- 2017v2.2
- 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
- Amortization Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:44:39-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222095327 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSS ANGLIM ANGELINI & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 775 MOUNTAIN BLVD | AddressLine1Txt |
| City | WATCHUNG | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07069 | 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 | 464070243 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | S IRVING & ANNE NEVARD SHERR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ORLOFF LOWENBACH ET AL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SIRV | BusinessNameControlTxt |
| Phone | 9085611600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 EISENHOWER PKY NO 400 | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANNE SHERR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9085611600 | PhoneNum |
| Signature | 2018-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELLEN HARRISON | PreparerPersonNm |
| PTIN | P00087530 | PTIN |
| Phone | 9085611600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $998,824 | 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 | $221 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $221 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $17,082 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,082 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,775 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,539 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $80,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,842 | 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 | $1,705 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,705 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $262 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,678 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,645 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,449 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,455 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,449 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,455 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,567 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $105,393 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,919 | CashBOYAmt |
| Cash EOY | $34,809 | CashEOYAmt |
| Cash EOYFMV | $34,809 | CashEOYFMVAmt |
| Corporate Stock BOY | $726,348 | CorporateStockBOYAmt |
| Corporate Stock EOY | $578,830 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $863,027 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $100,802 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,430 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,707 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,149 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,299 | LandBOYAmt |
| Land EOY | $558 | LandEOYAmt |
| Land EOYFMV | $558 | LandEOYFMVAmt |
| Total Assets BOY | $740,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,999 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $998,824 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $740,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $714,999 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $740,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $714,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $740,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,999 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $740,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,567 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $714,999 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $714,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 250 SHS ABBVIE INC | P | 2014-07-16 | 2017-05-18 | $3,267 | $2,668 | $599 | $599 |
| 50 SHS ABBVIE INC | P | 2014-07-16 | 2017-09-12 | $17,434 | $10,672 | $6,762 | $6,762 |
| 200 SHS AGILENT TECHNOLOGIES INC | P | 2014-07-16 | 2017-09-22 | $6,598 | $4,105 | $2,493 | $2,493 |
| 100 SHS ANADARKO PETROLEUM CORP | P | 2015-09-18 | 2017-05-18 | $7,712 | $9,808 | -$2,096 | -$2,096 |
| 150 SHS APPLE INC | P | 2015-01-21 | 2017-05-18 | $15,128 | $11,059 | $4,069 | $4,069 |
| 100 SHS BRIGHTHOUSE FINANCIAL INC | P | 2014-11-26 | 2017-08-07 | $26 | $31 | -$5 | -$5 |
| .4545 SHS BRIGHTHOUSE FINANCIAL INC | P | 2014-11-26 | 2017-10-04 | $2,631 | $2,960 | -$329 | -$329 |
| 44.09 SHSBRIGHTHOUSE FINANCIAL INC | P | 2014-11-26 | 2017-10-04 | $27 | $31 | -$4 | -$4 |
| .4545 SHS BRIGHTHOUSE FINANCIAL INC | P | 2014-11-26 | 2017-10-04 | $27 | $31 | -$4 | -$4 |
| .4545 SHS BROADCOM LTD | P | 2014-11-26 | 2017-05-18 | $11,473 | $4,653 | $6,820 | $6,820 |
| 50 SHS CERNER CORP | P | 2014-07-16 | 2017-05-18 | $12,733 | $10,642 | $2,091 | $2,091 |
| 200 SHS CERNER CORP | P | 2014-07-16 | 2017-09-12 | $21,201 | $15,962 | $5,239 | $5,239 |
| 300 SHS DANAHER CORP | P | 2015-09-18 | 2017-06-07 | $8,560 | $6,469 | $2,091 | $2,091 |
| 100 SHS DOWDUPONT INC | P | 2014-11-26 | 2017-09-22 | $13,989 | $10,294 | $3,695 | $3,695 |
| 200 SHS ECOLAB INC | P | 2015-01-21 | 2017-09-22 | $13,126 | $10,355 | $2,771 | $2,771 |
| 100 SHS FORTIVE CORP | P | 2015-09-18 | 2017-06-22 | $3,202 | $2,107 | $1,095 | $1,095 |
| 50 SHS MASTERCARD INC-CLASS A | P | 2014-07-16 | 2017-05-18 | $11,616 | $7,866 | $3,750 | $3,750 |
| 100 SHS PAYPAL HOLDINGS INC | P | 2010-08-30 | 2017-03-31 | $30,116 | $9,700 | $20,416 | $20,416 |
| 700 SHS PFIZER INC | D | 2005-06-01 | 2017-06-07 | $26,361 | $5,325 | $21,036 | $21,036 |
| 825 SHS QUINTILES IMS HOLDINGS INC | P | 2014-11-26 | 2017-06-22 | $8,999 | $5,790 | $3,209 | $3,209 |
| 100 SHS TIFFANY & CO NEW | D | 2012-12-31 | 2017-02-23 | $27,226 | $17,004 | $10,222 | $10,222 |
| CAPITAL GAINS DIVIDENDS | P | $619 | $619 | $619 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,539 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,055 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $821,820 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.082810 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $43,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $583,692 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.073669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,717 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $649,881 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.207295 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $185 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $51,624 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.003584 | DistributionYr4Rt |
| Total Distribution | 0.367358 | TotalDistributionRt |
| Average Distribution | 0.091840 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $899,108 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $82,574 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,054 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $83,628 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,455 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,054 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,054 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,276 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,276 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,222 | OverpaymentAmt |
| Applied To ES Tax | $2,222 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | ANNE SHERR | IndividualWithBooksNm |
| Phone | 9085611600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 990 BLVD OF ARTS | AddressLine1Txt |
| City | SARASOTA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 34236 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ANNE SHERR | ||||||||
| 990 BOULEVARD OF ARTS | SARASOTA | FL | 34236 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| ROBERT S SHERR | ||||||||
| 47 ORCHARD AVENUE | EMERSON | NJ | 07630 | VICE PRESIDENT | 0.05 | $0 | $0 | $0 |
| JOEL D SIEGEL ESQ | ||||||||
| 101 EISENHOWER PARKWAY SUITE 400 | ROSELAND | NJ | 07068 | SECRETARY AND TREASURER | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $871,994 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,806 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $912,800 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $912,800 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,692 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $899,108 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,955 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,955 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,054 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,054 | TotalTaxAmt |
| Distributable Before Adj | $43,901 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,901 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,901 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,455 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $98,455 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,054 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $97,401 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,901 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $110,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,257 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,152 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $156,421 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $98,455 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,901 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $54,554 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $210,975 | 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 | $210,975 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $110,012 | ExcessFromYear3Amt |
| Excess From Year2 | $18,257 | ExcessFromYear2Amt |
| Excess From Year1 | $28,152 | ExcessFromYear1Amt |
| Excess From Current Year | $54,554 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANNE SHERR | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG BROTHER BIG SISTER | |||||||
| 2202 N WESTSHORE BLVD | TAMPA | FL | 33607 | NONE | 501 C(3) | SUPPORT POSITIVE RELATIONSHIPS THAT HAVE A DIRECT AND LASTING EFFECT ON THE LIVES OF YOUNG PEOPLE | $7,000 |
| B'NAI B'RITH INTERNATIONAL | |||||||
| PO BOX 170305 | MILWAUKEE | WI | 532178091 | NONE | 501 C(3) | DEDICATED TO IMPROVING QUALITY OF LIFE FOR PEOPLE AROUND THE GLOBE | $4,000 |
| CARING KIND | |||||||
| 360 LEXINGTON AVENUE | NEW YORK | NY | 10017 | NONE | 501 C(3) | NYC LEADING EXPERT ON ALZHEIMERS AND DEMENTIA CAREGIVING | $5,000 |
| COMMUNITY HOSPICE FOUNDATION | |||||||
| 4266 SUNBEAM ROAD | JACKSONVILLE | FL | 32257 | NONE | 501 C(3) | SERVES SERIOUSLY ILL PEOPLE AND THEIR FAMILIES DURING THE PROCESS OF DYING AND GRIEVING | $5,000 |
| DANA-FARBER CANCER INSTITUTE | |||||||
| PO BOX 849168 | BOSTON | MA | 02284 | NONE | 501 C(3) | TO PROVIDE SUPPORT FOR ADULTS AND CHILDREN WITH CANCER WITH THE BEST TREATMENT AVAILABLE | $5,000 |
| GLASSROOTS INC | |||||||
| 10 BLEEKER STREET | NEWARK | NJ | 07102 | NONE | 501 C(3) | TO SUPPORT COMMUNITY BASED ARTS EDUCATION | $7,000 |
| HILLEL INTERNATIONAL | |||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | NONE | 501 C(3) | SUPPORTS THOUSANDS OF JEWISH STUDENTS ON MORE THAN 550 CAMPUSES | $2,000 |
| MEALS OF SARASOTA INC | |||||||
| PO BOX 178 | SARASOTA | FL | 34230 | NONE | 501 C(3) | DELIVERS NUTRITIOUS MEALS TO PERSONS IN NEED IN THE SARASOTA COMMUNITY WHO ARE UNABLE TO PROVIDE OR | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 434 W 33RD STREET | NEW YORK | NY | 10001 | NONE | 501 C(3) | TO ACTIVELY PROMOTE FAMILY PLANNING AND HEALTHY RESPONSIBLE REPRODUCTIVE AND SEXUAL BEHAVIOR THROUGH | $12,000 |
| SIERRA CLUB FOUNDATION GRAND CANYON NATIONAL MONUMENT | |||||||
| 2101 WEBSTER STREET SUITE 1300 | OAKLAND | CA | 94612 | NONE | 501 C(3) | PROMOTES CLIMATE SOLUTIONS, CONSERVATION & MOVEMENT BUILDING THROUGH STRATEGIC PHILANTHROPHY | $2,000 |
| THE AMERICAN FRIENDS OF THE OLD CITY INC | |||||||
| 30 BAY STREET | STATEN ISLAND | NY | 10301 | NONE | 501 C(3) | CONTRIBUTIONS MADE TO WORTHY JEWISH INSTITUTIONS | $30,000 |
| THE FRESH AIR FUND | |||||||
| 633 THIRD AVENUE 14TH FL | NEW YORK | NY | 10017 | NONE | 501 C(3) | LOW INCOME COMMUNITIES EXPERIENCE OUTDOOR SUMMER ADVENTURES | $2,000 |
| WIOX 913 COMMUNITY RADIO | |||||||
| PO BOX 100 | ROXBURY | NY | 12474 | NONE | 501 C(3) | PUBLIC RADIO STATION OFFERS ITS COMMUNITIES THE OPPORTUNITY TO HAVE THEIR VOICES HEARD ON THE AIR | $5,000 |
| NY HOLOCAUST MUSEUM | |||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | 501 C(3) | MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST | $2,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| HICKSVILLE | NEW YORK | NY | 11802 | NONE | 501 C(3) | TO SUPPORT BIRTHRIGHT ISRAEL, A PROGRAM WHICH CURRENTLY PROVIDES OVER 48,000 YOUNG JEWISH ADULTS ANN | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,000 | 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 | $221 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,082 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $62,775 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $80,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,078 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Amortization Schedule AmortizationSchedule
Amortization Schedule Detail AmortizationScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amortized Expenses | ORGANIZATION COST | AmortizedExpensesDesc |
| Acquired Completed Or Expended | 2013-10-11 | AcquiredCompletedOrExpendedDt |
| Amortized | $3,707 | AmortizedAmt |
| Deduction For Prior Years | $2,408 | DeductionForPriorYearsAmt |
| Amortization Period | 60.000000000000 | AmortizationPeriodRt |
| Current Year Amortization | $741 | CurrentYearAmortizationAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Total Amortization | $3,149 | TotalAmortizationAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | FLORIDA ATTORNEY GENERAL DOES NOT REQUIRED FORM 990 TO BE FILED | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES IBOXX $ HIGH YIELD CORP BOND ETF | $34,602 | $34,904 |
| ISHARES INTERMEDIATE CREDIT BOND ETF | $66,200 | $65,526 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (31 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STEP UP IN BASIS ON DONATED STOCK | $38,916 | $38,916 |
| ABBVIE INC | $13,339 | $24,178 |
| AGILENT TECHNOLOGIES INC | $16,422 | $26,788 |
| ALLERGAN PLC | $28,522 | $20,448 |
| ALPHABET INC CLASS C | $26,890 | $52,320 |
| APPLE INC | $22,117 | $33,846 |
| BLACKROCK INC | $16,381 | $25,686 |
| BROADCOM LTD | $13,960 | $38,535 |
| DOVER CORP | $1,091 | $40,396 |
| DOWDUPONT INC | $20,587 | $28,488 |
| ECOLAB INC | $20,710 | $26,836 |
| EOG RES INC | $7,629 | $10,791 |
| FEDEX CORP | $24,442 | $31,193 |
| FGT FRANKLIN INTERNATIONAL GROWTH FUND | $37,619 | $48,020 |
| GENERAL ELECTRIC CO | $18,108 | $17,450 |
| IQVIA HOLDINGS INC | $17,212 | $29,370 |
| ISHARES RUSSELL 2000 ETF | $11,190 | $15,246 |
| LAM RESEARCH CORP | $17,015 | $36,814 |
| MASTERCARD INC-CLASS A | $23,597 | $45,408 |
| METLIFE INC | $24,815 | $25,280 |
| MICROSOFT CORP | $15,905 | $25,662 |
| MONDELEZ INTERNATIONAL INC | $7,209 | $29,960 |
| MORGAN STANLEY | $13,406 | $23,612 |
| PEPSICO INC | $10,059 | $11,992 |
| ROYAL DUTCH PLC ADR | $25,426 | $33,355 |
| SCHLUMBERGER LTD | $14,066 | $13,478 |
| STARBUCKS CORP | $22,348 | $22,972 |
| TJX COS INC NEW | $21,412 | $22,938 |
| UNION PACIFIC CORP | $11,804 | $20,115 |
| US BANCORP DEL COM NEW | $16,665 | $21,432 |
| WALT DISNEY CO | $19,968 | $21,502 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ORGANIZATION COST | CategoryOrItemTxt |
| Cost Or Other Basis | $3,707 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,149 | AccumulatedDepreciationAmt |
| Book Value | $558 | BookValueAmt |
| EOYFMV | $558 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $1,705 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,705 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $5,937 | $5,937 | $0 |
| SERVICE FEE | $250 | $250 | $0 |
| DUES | $750 | $0 | $750 |
| AMORTIZATION | $741 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $262 | Amt |
| Net Investment Income | $262 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |