ELLMAN FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ELLMAN FOUNDATION (EIN 13-6160971)
- Tax period
- 2016-12-01 to 2017-11-30
- Filed
- 2017-12-12
- IRS object ID
- 201713469349100206
- Schema version
- 2016v3.0
- 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
- Dissolution Stmt
- Investments Corp Stock Schedule
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-12-12T14:12:41-06:00 | ReturnTs |
| Tax Period End | 2017-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARKS PANETH LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELLM | BusinessNameControlTxt |
| Phone | 2125038800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE NO FL 5 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAN ELLMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125038800 | PhoneNum |
| Signature | 2017-11-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNINGS WILLIAM H | PreparerPersonNm |
| PTIN | P00547150 | PTIN |
| Phone | 5169925900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.91.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-29 | IPDt |
| IP Tm | 12:55:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 07E994396761F5562A81EA1CB128460B13358ED7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8D49D7973AE464FB248871B23817A4F5BADD3111 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $48,831 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,831 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $277,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,571,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $277,793 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $326,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $326,625 | 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 | $5,147 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,147 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,594 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $275 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,684 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,750 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,672 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,216,006 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,216,006 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,254,690 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,750 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,230,678 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,928,065 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $305,875 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,426 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $48,450 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,826,189 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,928,065 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | 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 | $1,928,065 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,928,065 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,928,065 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,928,065 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,928,065 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $0 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| UBS AS NOMINEE | P | $435,240 | $457,982 | -$22,742 | -$22,742 |
| UBS AS NOMINEE | P | $2,135,785 | $1,835,250 | $300,535 | $300,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $277,793 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $117,191 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,064,910 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056754 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,486 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,192,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053134 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $118,897 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,247,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $136,108 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,179,423 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062451 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $100,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,011,137 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049723 | DistributionYr5Rt |
| Total Distribution | 0.274956 | TotalDistributionRt |
| Average Distribution | 0.054991 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,063,138 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $58,463 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,059 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,522 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,230,678 | 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 | $3,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,059 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,059 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 | Yes (1) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | 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 | WILLIAM JENNINGS CO MARKS PANETH | IndividualWithBooksNm |
| Phone | 2125038800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAN ELLMAN | ||||||||
| 5570 VIA DE LA PLATA CIRCLE | DEL RAY BEACH | FL | 33484 | PRESIDENT/TREASURER/SECRETARY | 5.00 | $0 | $0 | $0 |
| ESTHER ELLMAN | ||||||||
| 5570 VIA DE LA PLATA CIRCLE | DEL RAY BEACH | FM | 33484 | PRESIDENT (DEC'D) | 1.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $1,026,529 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,799 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,079,328 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,079,328 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,190 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,063,138 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $53,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $53,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,059 | TotalTaxAmt |
| Distributable Before Adj | $50,098 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $50,098 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $50,098 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,230,678 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,230,678 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,059 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,227,619 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $50,098 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,679 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $32,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,423 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $66,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,230,678 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $50,098 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,180,580 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,247,104 | 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 | $1,679 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,245,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $32,351 | ExcessFromYear4Amt |
| Excess From Year3 | $8,467 | ExcessFromYear3Amt |
| Excess From Year2 | $8,604 | ExcessFromYear2Amt |
| Excess From Year1 | $15,423 | ExcessFromYear1Amt |
| Excess From Current Year | $2,180,580 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| 6018 SW 18TH STREET C6 | BOCA RATON | FL | 33486 | NONE | PC | CHARITABLE - OPERATIONS | $10,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | PC | CHARITABLE - MEDICAL | $2,000,000 |
| CONGREGATION AHAVATH SHOLOM | |||||||
| 2568 E BROAD STREET | COLUMBUS | OH | 43209 | NONE | PC | CHARITABLE - RELIGIOUS | $3,006 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | CHARITABLE - MEDICAL | $20,000 |
| HOSPICE BY THE SEA | |||||||
| 1531 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 33486 | NONE | PC | CHARITABLE - MEDICAL | $23,000 |
| IDYLLWILD ARTS FOUNDATION | |||||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | NONE | PC | CHARITABLE - OPERATIONS | $25,000 |
| MAKE-A-WISH FOUNDATION | |||||||
| 4491 SOUTH STATE ROAD 7 | HOLLYWOOD | FL | 33021 | NONE | PC | CHARITABLE - OPERATIONS | $20,000 |
| FRIENDSHIP SHELTER INC | |||||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | NONE | PC | CHARITABLE - OPERATIONS | $25,000 |
| NAMI ORANGE COUNTY | |||||||
| PO BOX 637 | MIDDLETON | NY | 10940 | NONE | PC | CHARITABLE - MEDICAL | $25,000 |
| LAGUNA BEACH SENIORS INC | |||||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | NONE | PC | CHARITABLE - OPERATIONS | $25,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||||
| 1375 ST ANTHONY AVE SUITE 200 | ST PAUL | MN | 55104 | NONE | PC | CHARITABLE - MEDICAL | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,216,006 | 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 | $1 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,831 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $277,793 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $326,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $326,625 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,750 | Amt |
| Net Investment Income | $2,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,250 | DisbursementsCharitablePrpsAmt |
Dissolution Stmt DissolutionStmt
Dissolution Information DissolutionInformationGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Short ExplanationShortExplanationTxt | DissolutionDissolutionAmt |
|---|---|---|---|---|---|
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||
| 6018 SW 18TH STREET C6 | BOCA RATON | FL | 33433 | CHARITABLE CONTRIBUTION | $10,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | CHARITABLE CONTRIBUTION | $2,000,000 |
| CONGREGATION AHAVATH SHOLOM | |||||
| 2568 E BROAD STREET | COLUMBUS | OH | 43209 | CHARITABLE CONTRIBUTION | $3,006 |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | CHARITABLE CONTRIBUTION | $20,000 |
| HOSPICE BY THE SEA | |||||
| 1531 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 33486 | CHARITABLE CONTRIBUTION | $23,000 |
| IDYLLWILD ARTS FOUNDATION | |||||
| PO BOX 38 | IDYLLWILD | CA | 92549 | CHARITABLE CONTRIBUTION | $25,000 |
| MAKE-A-WISH FOUNDATION | |||||
| 4491 SOUTH STATE ROAD 7 | HOLLYWOOD | FL | 33021 | CHARITABLE CONTRIBUTION | $20,000 |
| FRIENDSHIP SHELTER INC | |||||
| PO BOX 4252 | LAGUNA BEACH | CA | 92652 | CHARITABLE CONTRIBUTION | $25,000 |
| NAMI ORANGE COUNTY | |||||
| PO BOX 637 | MIDDLETON | NY | 10940 | CHARITABLE CONTRIBUTION | $25,000 |
| LAGUNA BEACH SENIORS INC | |||||
| 380 THIRD STREET | LAGUNA BEACH | CA | 92651 | CHARITABLE CONTRIBUTION | $25,000 |
| HAZELDEN BETTY FORD FOUNDATION | |||||
| 1375 ST ANTHONY AVE SUITE 200 | ST PAUL | MN | 55104 | CHARITABLE CONTRIBUTION | $40,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 520 SHS OF ISHARES TRUST CORE S&P 500 ETF | $0 | $0 |
| 2,492 SHS OF SPDR S&P REGL BANKING ETF | $0 | $0 |
| 1,657 SHS OF SPDR S&P 500 ETF TR | $0 | $0 |
| 1,992 SHS OF VANGUARD INDEX FUND GROWTH ETF | $0 | $0 |
| 16,268.657 SHS OF ANGEL OAK MULTI-STRATEGY INCOME CLASS | $0 | $0 |
| 18,950.742 SHS OF ANGEL OAK FLEXIBLE INCOME FUND CLASS | $0 | $0 |
| 12,078.441 SHS OF LORD ABBETT FLOATING RATE FUND CLASS | $0 | $0 |
| 26,823.547 SHS OF NUVEEN FLAGSHIP ALL AMERICAN MUNI BD | $0 | $0 |
| 10,280.979 SHS OF PIMCO INCOME FUND | $0 | $0 |
| 11,775.011 SHS OF TRANSAMERICA SHORT-TERM BOND I | $0 | $0 |
| 11,976.856 SHS OF TRANSAMERICA INTERMEDIATE MUNI FUND CLASS | $0 | $0 |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ELLMAN FOUNDATION HAS DISSOLVED ITS OPERATIONS DUE TO THE PASSING OF THE FOUNDATION'S PRESIDENT, ESTHER ELLMAN. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $5,147 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,147 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $18,594 | Amt |
| Net Investment Income | $18,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $3,193 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $275 | DisbursementsCharitablePrpsAmt |
Comments