BETA

THE@ETHEL AND HARRY RECKSON FOUNDATION INC: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THE@ETHEL AND HARRY RECKSON FOUNDATION INC (EIN 20-5120699)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-10-16
IRS object ID
201722899349100547
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)
Return2017-10-16T15:59:29-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN560574444PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHERRY BEKAERT LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12525 Ponce de Leon Blvd Suite 1040AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN205120699EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Ethel and Harry Reckson FoundationBusinessNameLine1Txt
Business Name Line2c/o Michael SpritzerBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlETHEBusinessNameControlTxt
Phone7866936300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12525 Ponce De Leon Blvd Suite 1040AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL SPRITZERPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7866936300PhoneNum
Signature2017-10-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael SpritzerPreparerPersonNm
PTINP00180863PTIN
Phone7866936300PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address74.8.176.226IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-10-11IPDt
IP Tm11:30:03IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id101F9C3D89F5F9EC0CE4396D62773DC9ADF2F37CAtSubmissionFilingDeviceId
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$2,206,542FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$12InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$12InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$48,115DividendsRevAndExpnssAmt
Dividends Net Invst Incm$48,115DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,382NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$772,706GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$40,745TotalRevAndExpnssAmt
Total Net Invst Incm$48,127TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,300AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,890AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,410AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$555TaxesRevAndExpnssAmt
Taxes Net Invst Incm$555TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$13,826TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$13,826TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$19,215OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$18,960OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$255OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,896TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,405TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,491TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$397,564ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$397,564ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$437,460TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,405TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$416,055TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$396,715ExcessRevenueOverExpensesAmt
Net Investment Income$26,722NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$300,104CashBOYAmt
Cash EOY$142,074CashEOYAmt
Cash EOYFMV$142,074CashEOYFMVAmt
Sav And Temp Cash Invst BOY$36,293SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$9,769SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$9,769SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$24,160OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$32,063OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$24,160OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$24,160OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,289,996CorporateStockBOYAmt
Corporate Stock EOY$1,090,933CorporateStockEOYAmt
Corporate Stock EOYFMV$1,242,799CorporateStockEOYFMVAmt
Corporate Bonds BOY$625,000CorporateBondsBOYAmt
Corporate Bonds EOY$561,628CorporateBondsEOYAmt
Corporate Bonds EOYFMV$553,286CorporateBondsEOYFMVAmt
Other Investments BOY$186,544OtherInvestmentsBOYAmt
Other Investments EOY$244,721OtherInvestmentsEOYAmt
Other Investments EOYFMV$234,454OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,470,000TotalAssetsBOYAmt
Total Assets EOY$2,073,285TotalAssetsEOYAmt
Total Assets EOYFMV$2,206,542TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,470,000RetainedEarningBOYAmt
Retained Earning EOY$2,073,285RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,470,000TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,073,285TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,470,000TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,073,285TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,470,000TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$396,715ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,073,285SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,073,285TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BNY Mellon Publicly Traded Securities$768,284$777,336-$9,052-$9,052
Maitland West LLLP$2,752-$2,752-$2,752P
Capital Gains Dividends$4,422$4,422$4,422P
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,382CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$412,618AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,793,148NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.147725DistributionYr1Rt
Adjusted Qlfy Distri Yr2$426,851AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,144,238NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.135757DistributionYr2Rt
Adjusted Qlfy Distri Yr3$334,843AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,047,452NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.109876DistributionYr3Rt
Adjusted Qlfy Distri Yr4$310,305AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,259,932NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.095188DistributionYr4Rt
Adjusted Qlfy Distri Yr5$235,800AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,549,342NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.066435DistributionYr5Rt
Total Distribution0.554981TotalDistributionRt
Average Distribution0.110996AverageDistributionRt
Net Vl Noncharitable Assets$2,316,889NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$257,165AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$267NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$257,432AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$416,055QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$267InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$267SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,628EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$5,628TotalPaymentsAndCreditsAmt
Overpayment$5,361OverpaymentAmt
Applied To ES Tax$5,361AppliedToESTaxAmt
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1The FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7866936300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12525 Ponce De Leon Blvd Suite 1040AddressLine1Txt
CityCoral GablesCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33134ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MICHAEL SPRITZER
2525 PONCE DE LEON BLVD Suite 1040CORAL GABLESFL33134DIRECTOR0.50$0$0$0
MARJORIE A BARON
2525 PONCE DE LEON BLVD Suite 1040CORAL GABLESFL33134DIRECTOR0.50$0$0$0
DENNIS GINSBURG
8950 SW 74th Court Suite 1901MiamiFL33156DIRECTOR0.50$0$0$0
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$2,062,563AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$230,728AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$58,881FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,352,172TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,352,172AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,283CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,316,889NetVlNoncharitableAssetsAmt
Minimum Investment Return$115,844MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$115,844MinimumInvestmentReturnAmt
Tax Based On Investment Income$267TaxBasedOnInvestmentIncomeAmt
Total Tax$267TotalTaxAmt
Distributable Before Adj$115,577DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$115,577DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$115,577DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$416,055ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$416,055QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$267PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$415,788AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$115,577DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$59,626ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$149,380ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$192,114ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$270,615ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$274,187ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$945,922TotalExcessDistributionCyovAmt
Qualifying Distributions$416,055QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$115,577AppliedToCurrentYearAmt
Remaining Distri From Corpus$300,478RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,246,400TotalCorpusAmt
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$59,626ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,186,774ExcessDistriCyovToNextYrAmt
Excess From Year4$149,380ExcessFromYear4Amt
Excess From Year3$192,114ExcessFromYear3Amt
Excess From Year2$270,615ExcessFromYear2Amt
Excess From Year1$274,187ExcessFromYear1Amt
Excess From Current Year$300,478ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
American Committee and the WEIZMANN INSTITUTE of Science
200 South Park Road Suite 405HoLLYWOODFL33021oTHER PUBLIC CHARITYSupporting Dedicated and celebrated scientists focusing on inspired research, collaborating across borders and disciplines to discover visionary solutions to humanity's most pressing issues including global warming, world hunger and malnutrition, cancer and other diseases, safety and security.$114,964
IVYMOUNT CORPORATION
11614 SEVEN LOCKS ROADROCKVILLEMD20854OTHER PUBLIC CHARITYNon-profit school and outreach center providing quality educational programs and therapeutic services to students with special needs from 4 to 21 years of age. DONATION FOR PURCHASE OF SCHOOL BUS.$100,000
MICHAEL ANN RUSSELL JEWISH COMMunity center
18900 new 25th avenorth miami beachFL33180othER PUBLIC CHARITYfor the enrichment of jewish life and to foster the spiritual, emotional, and physical development o$100,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33140OTHER PUBLIC CHARITYFAMILY PROGRAMS$25,000
WOMEN'S FUND OF MIAMI-DADE
3001 PONCE DE LEON BLVD SUITE 264CORAL GABLESFL33134OTHER PUBLIC CHARITYThe Women's Fund is Miami-Dade's only organization directing all our energy toward creating equal opportunity, access and influence for women and girls. Through research, collaboration, and grant-making we expose the issues, give voice to the silent majority, and pool our collective giving power to provide grassroots solutions. We are working to create a just and safe Miami-Dade, where power and possibility aren't limited by gender.$12,500
Oak Park Temple
1235 N HarlemOak ParkIL60302OTHER PUBLIC CHARITYCreating a warm, welcoming and diverse community, centered around Jewish worship, family and lifelon$10,900
THE SOCIAL COG
540 W 51ST TERRACEMIAMI BEACHFL33140OTHER PUBLIC CHARITYAn organization created to address a previously unmet need for independently functioning adults with developmental and learning disabilities. The Social Cog creates connections and community for the participants.$10,200
scheck hillel community
19000 ne 25th avenuenorth miami beachFL33180othER PUBLIC CHARITYan early childhood through grade 12 private jewish school for delivering jewish education to jewish children$5,000
WOMENS CANCER ASSOCIATON OF THE UNIVERSITY OF MIAMI
1350 WEST FLAGLER STREETMIAMIFL33135OTHER PUBLIC CHARITYPROVIDING GRANTS FOR CUTTING-EDGE CANCER TREATMENT AND RESEARCH THROUGH THE UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE$5,000
Foundation for New Education Initiative
1450 NE 2nd Avenue Suite 931MiamiFL33132OTHER PUBLIC CHARITYEnhancing student achievement and community engagement in support of The Parent Academy and o$5,000
TEMPLE JUDEA
5500 GRANADA BLVDCORAL GABLESFL33146OTHER PUBLIC CHARITYBUILDING ON TRADITION CAMPAIGN - funds to build a state-of-the-art educational facility FOR THE EDUCATION OF CHILDREN, TEENS AND ADULTS ALONG WITH SPIRITUAL NOURISHMENT AND TIKKUN OLAM.$5,000
United Way
3250 Southwest Third AvenueMiamiFL33129oTHER PUBLIC CHARITYUnited Way of Miami-Dade is focused on improving education, financial stability and healththe building blocks of a good life. United Way helps children reach their potential and achieve in school, empower families and individuals to become financially stable and economically independent and improve people's health. United Way achieves these outcomes by supporting quality programs that address these areas, engaging people in our community, advocating better policies and generating resources.$2,500
March of Dimes
1275 Mamaroneck AvenueWhite PlainsNY10605Other PUBLIC CHARITYImprove the health of all babies$1,000
Alper JCC
11155 SW 112th AveMiamiFL33176OTHER PUBLIC CHARITYTo preserve and strengthen the South Dade Jewish community by providing programs and services that are rooted in and promote Jewish values, ethics and traditions and that meet the social, cultural, recreational and educational needs of South Dade's Jews.$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$397,564TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48,115ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,382ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$40,745ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$40,745TotalIncomeProducingActyAmt

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$6,300Amt
Net Investment Income$1,890NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,410DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME - Corporate Bond Funds & High Yield FundsBondNm
EOY Book Value$561,628EOYBookValueAmt
EOYFMV$553,286EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY$989,301$1,149,074
Other Equity$101,632$93,725

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OtherAT COST$210,000$199,733
Investment - maitland blvd aptAT COST$34,721$34,721

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank service charges$165$0$165
INVESTMENT MANAGEMENT FEES$18,960$18,960$0
Taxes and Licenses$61$0$61
OFFICE SUPPLIES$29$0$29

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PINECREST PROFESSIONAL BUILDING LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Insider RelationshipProfessional AcquaintanceInsiderRelationshipTxt
Loan Original$90,000LoanOriginalAmt
Balance Due$24,160BalanceDueAmt
Note2014-05NoteDt
Loan Maturity2020-04LoanMaturityDt
Repayment TermsMonthly principal payment in the amount of $628.68 plus interest.RepaymentTermsTxt
Interest6.000000000000InterestRt
Security Provided BorrowerGuarantySecurityProvidedBorrowerTxt
Loan PurposeReal estate developmentLoanPurposeTxt
Lender ConsiderationGuaranty executed by Managing Members of Pinecrest Professional Bldg, LLCLenderConsiderationDesc
Consideration FMV$24,160ConsiderationFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAID ON DIVIDENDSCategoryTxt
Amt$555Amt
Net Investment Income$555NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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