LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-10
- IRS object ID
- 201712839349100811
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-10T15:57:17-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 Ponce de Leon Blvd Suite 1040 | AddressLine1Txt |
| City | Coral Gables | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133877532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION - C/0 CHERRY BEKAERT LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 2127725700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD STE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2017-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Stephen Danner | PreparerPersonNm |
| PTIN | P00021233 | PTIN |
| Phone | 7866936300 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 68.142.180.174 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-04-25 | IPDt |
| IP Tm | 12:37:02 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E718A0F99D2A8A8A4A0D8B2E2BB35AC9DAE29E81 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | $2,590,393 | 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 | $24,309 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,309 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,724 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,724 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,861 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $668,917 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $52,957 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,894 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $112,990 | 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 | $325 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $325 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $13,215 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $13,215 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $437 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $437 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $459 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,736 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $147,958 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,222 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,064 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $95,254 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $42,527 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $23,850 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $23,850 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $99,909 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $101,723 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $98,613 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,089,214 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,141,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,679,168 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $799,160 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $729,985 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $788,762 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,030,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,996,747 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,590,393 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,639,808 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,639,808 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $391,003 | RetainedEarningBOYAmt |
| Retained Earning EOY | $356,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,030,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,747 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,030,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,996,747 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,030,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,064 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,996,747 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,996,747 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| OCCIDENTAL PETROL | P | 2011-02-22 | 2016-01-01 | $35,000 | $34,777 | $223 | $223 |
| US TSY 0.250% | P | 2014-03-12 | 2016-02-29 | $75,000 | $74,912 | $88 | $88 |
| US TSY 0.250% | P | 2014-06-13 | 2016-02-29 | $25,000 | $24,998 | $2 | $2 |
| AMER EXPRESS CO | P | 2013-09-25 | 2016-01-29 | $17,275 | $25,060 | -$7,785 | -$7,785 |
| AMER EXPRESS CO | P | 2014-08-29 | 2016-01-29 | $8,875 | $15,163 | -$6,288 | -$6,288 |
| AMER EXPRESS CO | P | 2015-01-30 | 2016-01-29 | $18,596 | $29,002 | -$10,406 | -$10,406 |
| EATON CORP | P | 2012-12-04 | 2016-01-29 | $29,006 | $27,942 | $1,064 | $1,064 |
| UNION PACIFIC CORP | P | 2009-05-11 | 2016-01-29 | $16,177 | $5,710 | $10,467 | $10,467 |
| UNION PACIFIC CORP | P | 2009-05-11 | 2016-01-29 | $2,119 | $748 | $1,371 | $1,371 |
| UNION PACIFIC CORP | P | 2014-01-07 | 2016-01-29 | $12,716 | $15,027 | -$2,311 | -$2,311 |
| HOME DEPOT INC | P | 2010-03-25 | 2016-03-01 | $45,000 | $45,000 | $0 | $0 |
| CHEVRON CORP | P | 2009-03-17 | 2016-03-22 | $27,135 | $18,060 | $9,075 | $9,075 |
| CHEVRON CORP | P | 2010-04-28 | 2018-03-22 | $14,282 | $12,120 | $2,162 | $2,162 |
| ACCENTURE | P | 2009-10-21 | 2016-04-22 | $15,849 | $5,472 | $10,377 | $10,377 |
| CVS CAREMARK CORP | P | 2010-02-25 | 2016-05-31 | $30,541 | $30,371 | $170 | $170 |
| ACCENTURE | P | 2009-10-21 | 2016-05-20 | $15,879 | $5,355 | $10,524 | $10,524 |
| BECTON DICKINSON CO | P | 2004-03-11 | 2016-05-20 | $22,666 | $6,636 | $16,030 | $16,030 |
| DU PONT EI DE NEMOURS | P | 2009-05-11 | 2016-05-20 | $16,560 | $6,802 | $9,758 | $9,758 |
| DU PONT EI DE NEMOURS | P | 2009-05-11 | 2016-05-20 | $6,533 | $2,684 | $3,849 | $3,849 |
| CVS CAREMARK CORP | P | 2010-02-25 | 2016-05-31 | $30,541 | $30,371 | -$170 | -$170 |
| CVS CAREMARK CORP | P | 2010-02-25 | 2016-05-31 | $30,541 | $31,284 | -$743 | -$743 |
| BECTON DICKINSON CO | P | 2004-03-11 | 2016-07-19 | $8,155 | $2,260 | $5,895 | $5,895 |
| BECTON DICKINSON CO | P | 2008-12-11 | 2016-07-19 | $10,063 | $3,790 | $6,273 | $6,273 |
| ORACLE CORP | P | 2014-01-07 | 2016-07-19 | $21,155 | $19,890 | $1,265 | $1,265 |
| CVS CAREMARK CORP | P | 2010-02-25 | 2016-05-31 | $30,541 | $31,284 | $743 | $743 |
| CVS CAREMARK CORP | P | 2010-02-25 | 2016-05-31 | $30,541 | $30,371 | $170 | $170 |
| AMER EXPRESS CO | P | 2013-03-08 | 2016-09-19 | $30,000 | $30,000 | $0 | $0 |
| AMERISOURCEBERGEN CORP | P | 2016-04-22 | 2016-09-20 | $15,099 | $17,120 | -$2,021 | -$2,021 |
| TWENTY-FIRST CENTURY | P | 2014-06-04 | 2016-11-03 | $23,509 | $30,419 | -$6,910 | -$6,910 |
| VERSUM MATERIALS LLC | P | 2016-03-28 | 2016-12-07 | $3,659 | $3,574 | $85 | $85 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $52,957 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,978 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,511,843 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052144 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $117,525 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,661,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044156 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $134,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,504,884 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053855 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $97,805 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,373,790 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041202 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $137,908 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,363,306 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058354 | DistributionYr5Rt |
| Total Distribution | 0.249711 | TotalDistributionRt |
| Average Distribution | 0.049942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,555,632 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,633 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $953 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $128,586 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,222 | 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 | $953 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $953 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $953 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,293 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,293 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,340 | OverpaymentAmt |
| Applied To ES Tax | $2,340 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | STEPHEN DANNER CPA | IndividualWithBooksNm |
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,522,615 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,594,550 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,594,550 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,555,632 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $127,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $127,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $953 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $953 | TotalTaxAmt |
| Distributable Before Adj | $126,829 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,829 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,829 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,222 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,222 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $953 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $129,269 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,829 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,437 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $12,486 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $6,580 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,503 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,222 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,829 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,393 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,896 | 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 | $23,437 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $22,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $12,486 | ExcessFromYear3Amt |
| Excess From Year1 | $6,580 | ExcessFromYear1Amt |
| Excess From Current Year | $3,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 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 | $250 |
| ALEX MARROW CHILDREN'S FUND | |||||||
| 56 RYE RD | RYE | NY | 10580 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,500 |
| AMERICAN WOMEN International Understanding | |||||||
| 2100 S WOLF ROAD | DES PLAINES | IL | 60018 | n/a | 501(C)(3) | SOCIAL WELFARE | $1,500 |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | |||||||
| 71 LINCOLN AVENUE | NEW ROCHELLE | NY | 10801 | N/a | 501(C)(3) | RELIGIOUS | $100 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,200 |
| Center for Education Innovation Inc | |||||||
| 28 west 44th Street Suite 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $10,000 |
| City Meals on Wheels | |||||||
| 355 Lexington Ave | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $11,800 |
| DORMITION OF THE VIRGIN MARY GREEK | |||||||
| 53 BAXTER STREET | BINGHAMTON | NY | 13905 | N/A | 501(C)(3) | RELIGIOUS | $200 |
| EDWIN GOULD | |||||||
| 151 LAWRENCE ST 5 FL | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $750 |
| FOUNTAIN HOUSE | |||||||
| 425 WEST 4TH ST | NEW YORK | NY | 10036 | N/a | 501(C)(3) | SOCIAL WELFARE | $25,000 |
| FRESH AIR HOME | |||||||
| PO BOX 14144 | SAVANNAH | GA | 31416 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| GATEWAY SCHOOLS OF NY | |||||||
| 211 WEST 61ST STREET 6TH FLOOR | NEW YORK | NY | 10023 | N/A | 501(C)(3) | EDUCATION | $2,500 |
| GIRL SCOUTS OF GREATER NY | |||||||
| 40 WALL ST STE 708 | NEW YORK | NY | 10005 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| GOD'S LOVE WE DELIVER INC | |||||||
| 166 AVENUE OF THE AMERICAS | NEW YORK | NY | 10013 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 |
| GRACIE MANSION CONSERVANCY | |||||||
| 88 STREET AT EAST END AVE | NEW YORK | NY | 10128 | N/A | 501(C)(3) | ART | $4,000 |
| GREATER NY COUNCIL BOY SCOUTS | |||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| HANAC INC | |||||||
| 49 WEST 45TH STREET 4TH FL | NEW YORK | NY | 10036 | N/a | 501(C)(3) | SOCIAL WELFARE | $750 |
| HEBREW HOME FOR THE AGED | |||||||
| 5901 PALISADE AVE | BRONX | NY | 10471 | N/A | 501(C)(3) | SOCIAL/WELFARE | $5,000 |
| MONTESSORI COMMUNITY SCHOOL | |||||||
| 2416 E 1700 S | SALT LAKE | UT | 84108 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| Mt Sinai Medical Center Foundation | |||||||
| 4300 Alton road suite 100 | miami beach | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,000 |
| NORTHEASTERN KIDNEY FOUNDATION | |||||||
| 99 Troy Road | EAST GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| PROVIDENCE HOUSE INC | |||||||
| 2050 W 32ND STT | CLEVELAND | OH | 441134017 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 |
| SCAN NEW YORK | |||||||
| 345 EAST 102ND ST 3RD FLOOR | NEW YORK | NY | 10029 | N/A | 501(C)(3) | EDUCATION | $152 |
| SOUTHERN PROPERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | AL | 36104 | N/A | 501(C)(3) | SOCIAL/WELFARE | $300 |
| T HOWARD FOUNDATION | |||||||
| 8630 FENTON ST SUITE 316 | SILVER SPRING | MD | 20910 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,600 |
| THE HOPE PROGRAM | |||||||
| 444 SW 2ND AVE 5TH FLOOR | MIAMI beach | FL | 33130 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 |
| THE MICHAEL J FOX FOUNDATION | |||||||
| 498 469 7TH AVENUE | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| THE VISCARDI CENTER | |||||||
| 201 I U WILLETS ROAD | ALBERTSON | NY | 11507 | N/A | 501(C)(3) | EDUCATION | $750 |
| Xaverian HS | |||||||
| 7100 Shore Road | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $1,500 |
| YAI | |||||||
| 320 West 13th Street 2 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,000 |
| YTTL LUBAVITCHER YESHIVA | |||||||
| 570 CROWN ST | BROOKLYN | NY | 11213 | N/A | 501(C)(3) | SOCIAL/WELFARE | $120 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,222 | 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 | $24,309 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $53,861 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,894 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,894 | 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 | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CASH IN LIEU | AssetDesc |
| Acquired | 2010-02 | AcquiredDt |
| How Acquired | Purchased | HowAcquiredTxt |
| Sold | 2016-05 | SoldDt |
| Gross Sales Price | $904 | GrossSalesPriceAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $904 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $729,985 | EOYBookValueAmt |
| EOYFMV | $788,762 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,141,189 | EOYBookValueAmt |
| EOYFMV | $1,679,168 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $101,723 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $98,613 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $325 | LegalFeesAmt |
| Net Investment Income | $325 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $111 | $111 | $0 |
| ANNUAL CORPORATE FEE | $198 | $198 | $0 |
| OTHER EXPENSES | $150 | $150 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | CategoryTxt |
| Amt | $13,215 | Amt |
| Net Investment Income | $13,215 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $437 | Amt |
| Net Investment Income | $437 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments