GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-06-28
IRS object ID
201711799349100706
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-06-28T09:58:57-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134033630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLADYS & SY ZIV FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone5618028960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE NO 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5618028960PhoneNum
Signature2017-06-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL H LEVINEPreparerPersonNm
PTINP00085421PTIN
Phone5618329292PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.147.220.17IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-06-16IPDt
IP Tm13:22:30IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id5CF3BA9E5D63CF1AC235D09AC641802BD4FFA74CAtSubmissionCreationDeviceId
At Submission Filing Device Id5CFC5DE9EC2B2465294173E8B9B00EACB9801765AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,660,944FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$64,485DividendsRevAndExpnssAmt
Dividends Net Invst Incm$64,485DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,620NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,082,706GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,620CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$90,105TotalRevAndExpnssAmt
Total Net Invst Incm$90,105TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,590LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$795LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$795LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,720AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$860AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$860AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$942TaxesRevAndExpnssAmt
Taxes Net Invst Incm$942TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,964OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,964OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$24,216TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,561TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,655TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$214,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$214,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$238,416TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,561TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$215,855TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$148,311ExcessRevenueOverExpensesAmt
Net Investment Income$67,544NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$14,874CashBOYAmt
Cash EOY$17,562CashEOYAmt
Cash EOYFMV$17,562CashEOYFMVAmt
Corporate Stock BOY$2,781,971CorporateStockBOYAmt
Corporate Stock EOY$2,632,989CorporateStockEOYAmt
Corporate Stock EOYFMV$2,643,382CorporateStockEOYFMVAmt
Total Assets BOY$2,796,845TotalAssetsBOYAmt
Total Assets EOY$2,650,551TotalAssetsEOYAmt
Total Assets EOYFMV$2,660,944TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,067,927CapitalStockBOYAmt
Capital Stock EOY$2,067,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$728,918RetainedEarningBOYAmt
Retained Earning EOY$582,624RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,796,845TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,650,551TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,796,845TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,650,551TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,796,845TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$148,311ExcessRevenueOverExpensesAmt
Other Increases$3,219OtherIncreasesAmt
Subtotal$2,651,753SubtotalAmt
Other Decreases$1,202OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,650,551TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDtHow AcquiredHowAcquiredCd
WELLS FARGO 7015$79,001$76,346$2,655$2,655
WELLS FARGO 7015$962,481$973,142-$10,661-$10,661
696.379 SH METROPOLITAN WEST FDS$7,500$7,598-$98-$982016-02-10
CAPITAL GAINS DIVIDENDS$33,724$33,724$33,724P
FieldValueIRS element (for citing)
Capital Gain Net Income$25,620CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$140,719AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,816,358NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049965DistributionYr1Rt
Adjusted Qlfy Distri Yr2$157,318AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,906,320NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.054130DistributionYr2Rt
Adjusted Qlfy Distri Yr3$132,996AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,735,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048626DistributionYr3Rt
Adjusted Qlfy Distri Yr4$124,732AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,243,196NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.055605DistributionYr4Rt
Adjusted Qlfy Distri Yr5$55,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$672,533NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.081780DistributionYr5Rt
Total Distribution0.290106TotalDistributionRt
Average Distribution0.058021AverageDistributionRt
Net Vl Noncharitable Assets$2,657,966NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$154,218AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$675NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$154,893AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$215,855QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$675InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$675SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$651EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$1,200AppliedToEsTaxAmt
Total Payments And Credits$1,851TotalPaymentsAndCreditsAmt
Overpayment$1,176OverpaymentAmt
Applied To ES Tax$1,176AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksKOCHMAN ZISKA PLCIndividualWithBooksNm
Phone5618028960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,667,174AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,269AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,698,443TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,698,443AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$40,477CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,657,966NetVlNoncharitableAssetsAmt
Minimum Investment Return$132,898MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$132,898MinimumInvestmentReturnAmt
Tax Based On Investment Income$675TaxBasedOnInvestmentIncomeAmt
Total Tax$675TotalTaxAmt
Distributable Before Adj$132,223DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$132,223DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$132,223DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$215,855ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$215,855QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$675PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$215,180AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$132,223DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$22,175ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$14,892ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$5,766ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$15,064ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,558ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$59,455TotalExcessDistributionCyovAmt
Qualifying Distributions$215,855QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$132,223AppliedToCurrentYearAmt
Remaining Distri From Corpus$83,632RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$143,087TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$22,175ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$120,912ExcessDistriCyovToNextYrAmt
Excess From Year4$14,892ExcessFromYear4Amt
Excess From Year3$5,766ExcessFromYear3Amt
Excess From Year2$15,064ExcessFromYear2Amt
Excess From Year1$1,558ExcessFromYear1Amt
Excess From Current Year$83,632ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
BRIGHAM & WOMENS HOSPITAL
45 FRANCIS STBOSTONMA02115NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
CROHN'S & COLITIS FOUNDATION
21301 POWERLINE RD 301BOCA RATONFL33433NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY13323NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
PALM BEACH OPERA
415 S OLIVE AVEWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$79,000
TEMPLE BETH EL
2815 NORTH FLAGLER DRIVEWEST PALM BEACHFL33407NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
BIANCA'S FURRY FRIENDS FOUNDATION
767 FIFTH AVENUE NO 6TH FLNEW YORKNY101530023NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
THE PALM BEACH POLICE FOUNDATION
139 N COUNTY RD STE 20CPALM BEACHFL334803924NONEPUBLIC CHARITYGENERAL PURPOSE$3,200
ORPHEUS CHAMBER ORCHESTRA
490 RIVERSIDE DRIVE 11TH FLOORNEW YORKNY100275788NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVENUEBOSTONMA02215NONEPUBLIC CHARITYGENERAL PURPOSE$12,500
MORSELIFE FOUNDATION
4920 LORING DRIVEWEST PALM BEACHFL33417NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
RAYMOND F KRAVIS CTR FOR THE PERFORMING ARTS
701 OKEECHOBEE BLVDWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$214,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$64,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,620ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$90,105ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$90,105TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,720Amt
Net Investment Income$860NetInvestmentIncomeAmt
Disbursements Charitable Prps$860DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$2,632,989EOYBookValueAmt
EOYFMV$2,643,382EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$1,590LegalFeesAmt
Net Investment Income$795NetInvestmentIncomeAmt
Disbursements Charitable Prps$795DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$1,202Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADVISORY FEESDesc
Revenue And Expenses Per Books$19,964RevenueAndExpensesPerBooksAmt
Net Investment Income$19,964NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Amt$3,219Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX WITHHELDCategoryTxt
Amt$942Amt
Net Investment Income$942NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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