BETA

THE@ETHEL AND HARRY RECKSON FOUNDATION INC: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
THE@ETHEL AND HARRY RECKSON FOUNDATION INC (EIN 20-5120699)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-24
IRS object ID
201601459349100005
Schema version
2015v2.1
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)
Return2016-05-24T09:35:07-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

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 Begin2015-01-01TaxPeriodBeginDt

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
Signature2016-05-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMichael SpritzerPreparerPersonNm
PTINP00180863PTIN
Phone7866936300PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,502,314FMVAssetsEOYAmt
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$22InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$22InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$49,022DividendsRevAndExpnssAmt
Dividends Net Invst Incm$49,022DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$45,792NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$479,270GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$45,792CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,836TotalRevAndExpnssAmt
Total Net Invst Incm$94,836TotalNetInvstIncmAmt
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$8,620LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$8,620LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,825AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,147AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$9,678AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$890TaxesRevAndExpnssAmt
Taxes Net Invst Incm$890TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,349OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$19,896OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$1,453OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,684TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$33,553TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,131TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$402,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$402,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$446,784TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$33,553TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$413,231TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$351,948ExcessRevenueOverExpensesAmt
Net Investment Income$61,283NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$773,110CashBOYAmt
Cash EOY$300,104CashEOYAmt
Cash EOYFMV$300,104CashEOYFMVAmt
Sav And Temp Cash Invst BOY$34,820SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,293SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,293SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$32,063OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$58,042OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$32,063OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$32,063OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$1,247,870CorporateStockBOYAmt
Corporate Stock EOY$1,289,996CorporateStockEOYAmt
Corporate Stock EOYFMV$1,350,444CorporateStockEOYFMVAmt
Corporate Bonds BOY$625,000CorporateBondsBOYAmt
Corporate Bonds EOY$625,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$601,938CorporateBondsEOYFMVAmt
Other Investments BOY$72,885OtherInvestmentsBOYAmt
Other Investments EOY$186,544OtherInvestmentsEOYAmt
Other Investments EOYFMV$181,472OtherInvestmentsEOYFMVAmt
Other Assets BOY$10,221OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$2,821,948TotalAssetsBOYAmt
Total Assets EOY$2,470,000TotalAssetsEOYAmt
Total Assets EOYFMV$2,502,314TotalAssetsEOYFMVAmt
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$2,821,948RetainedEarningBOYAmt
Retained Earning EOY$2,470,000RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,821,948TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,470,000TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,821,948TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,470,000TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,821,948TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$351,948ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,470,000SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,470,000TotNetAstOrFundBalancesEOYAmt

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 LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
BNY Mellon Publicly Traded Securities$457,373$433,478$23,895$23,895
Maitland West LLLP$3,262$3,262$3,262P
Class Action Settlement on Equities$466$466$466P
Capital Gains Dividends$18,169$18,169$18,169P
FieldValueIRS element (for citing)
Capital Gain Net Income$45,792CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$426,851AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$3,144,238NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.135757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$334,843AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,047,452NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.109876DistributionYr2Rt
Adjusted Qlfy Distri Yr3$310,305AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,259,932NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.095188DistributionYr3Rt
Adjusted Qlfy Distri Yr4$235,800AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,549,342NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.066435DistributionYr4Rt
Adjusted Qlfy Distri Yr5$220,900AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,148,615NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.053247DistributionYr5Rt
Total Distribution0.460503TotalDistributionRt
Average Distribution0.092101AverageDistributionRt
Net Vl Noncharitable Assets$2,793,148NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$257,252AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$613NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$257,865AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$413,231QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$613InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$613SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$613TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$6,241EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$6,241TotalPaymentsAndCreditsAmt
Overpayment$5,628OverpaymentAmt
Applied To ES Tax$5,628AppliedToESTaxAmt
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$2,103,113AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$658,463AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$74,107FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,835,683TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,835,683AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,535CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,793,148NetVlNoncharitableAssetsAmt
Minimum Investment Return$139,657MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$139,657MinimumInvestmentReturnAmt
Tax Based On Investment Income$613TaxBasedOnInvestmentIncomeAmt
Total Tax$613TotalTaxAmt
Distributable Before Adj$139,044DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$139,044DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$139,044DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$413,231ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$413,231QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$613PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$412,618AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$139,044DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$15,343ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$59,626ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$149,380ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$192,114ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$270,615ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$687,078TotalExcessDistributionCyovAmt
Qualifying Distributions$413,231QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$139,044AppliedToCurrentYearAmt
Remaining Distri From Corpus$274,187RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$961,265TotalCorpusAmt
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$15,343ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$945,922ExcessDistriCyovToNextYrAmt
Excess From Year4$59,626ExcessFromYear4Amt
Excess From Year3$149,380ExcessFromYear3Amt
Excess From Year2$192,114ExcessFromYear2Amt
Excess From Year1$270,615ExcessFromYear1Amt
Excess From Current Year$274,187ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
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.$25,000
hebrew union college
brookdale center one west fourthnew yorkNY10012othER PUBLIC CHARITYhebrew union college - jewish institute of religion scholarship assistance fund for providing religious leadership to the jewish people.$100,000street
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
March of Dimes
1275 Mamaroneck AvenueWhite PlainsNY10605Other PUBLIC CHARITYImprove the health of all babies$5,000
MIAMI CHILDREN'S HEALTH FOUNDATION
3100 SW 62 AVENUEMIAMIFL33155OTHER PUBLIC CHARITYCAMPS FOR CHILDREN WITH AUTISM$25,000
Miami Jewish Film Festival
4200 BiSCAYNE BOULEVARDMiaMIFL33137oTHER PUBLIC CHARITYSupport for international cinema in Miami and new film talents from all over the world.$1,200
ST BALDRICK'S FOUNDATION
1333 S MAYFLOWER AVENUE SUITE 400MONROVIACA91016OTHER PUBLIC CHARITYHELPING INFANTS, CHILDREN, TEENS AND YOUNG ADULTS FIGHT CANCER$2,500
TEACH FOR AMERICA
3250 NE 1ST AVENUE SUITE 212MIAMIFL33137OTHER PUBLIC CHARITYSUPPORTING HIGH QUALITY EDUCATION$25,000
TEMPLE BETH SHOLOM
4144 CHASE AVENUEMIAMI BEACHFL33140OTHER PUBLIC CHARITYFAMILY PROGRAMS$28,600
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.$5,000
THE VICTORY CENTER FOR AUTISM AND RELATED DISABILITIES
18900 new 25th aveNOrth miami beachFL33180OTHER PUBLIC CHARITYA Florida non-sectarian, not-for-profit Corporation, that provides children with autism and similar disorders comprehensive individualized treatment with a 1:1, 2:1 and 3:1 student/teacher ratio, in a unique classroom setting.$2,500
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.$1,800
UNIVERSITY OF FLORIDA Foundation
PO Box 14425GainesvilleFL32604Other PUBLIC CHARITYCenter for Autism Fund$15,000
UniVERSITY OF Miami Hillel
1100 Stanford DriveCoral GABLESFL33146OTHER PUBLIC CHARITYFoundation for Jewish Life on campus to enrich the lives of Jewish students at the University of Miami so they will enrich the Jewish people and the world.$10,000
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
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.$50,000
Wounded Warrior Project
4899 Belfort Road Suite 300JacksonvilleFL32256OTHER PUBLIC CHARITYRehabilitation for Wounded Soldiers from Florida$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$402,100TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1MICHAEL ANN RUSSELL JEWISH COMMunity centerBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line118900 new 25th aveAddressLine1Txt
Citynorth miami beachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33180ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusothER PUBLIC CHARITYRecipientFoundationStatusTxt
Grant Or Contribution Purposefor the enrichment of jewish life and to foster the spiritual, emotional, and physical development of its individual members.GrantOrContributionPurposeTxt
Amt$150,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$150,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$49,022ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$45,792ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$94,836ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,836TotalIncomeProducingActyAmt

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$13,825Amt
Net Investment Income$4,147NetInvestmentIncomeAmt
Disbursements Charitable Prps$9,678DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED INCOME - Corporate Bond Funds & High Yield FundsBondNm
EOY Book Value$625,000EOYBookValueAmt
EOYFMV$601,938EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
US EQUITY$918,972$1,012,559
Other Equity$371,024$337,885

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
OtherAT COST$150,000$144,928
Investment - maitland blvd aptAT COST$36,544$36,544

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLegal FeesCategoryTxt
Legal Fees$8,620LegalFeesAmt
Net Investment Income$8,620NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescOther assetsDesc
BOY Book Value$10,221BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank service charges$264$0$264
INVESTMENT MANAGEMENT FEES$19,896$19,896$0
Taxes and Licenses$1,189$0$1,189

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$32,063BalanceDueAmt
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$32,063ConsiderationFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAID ON DIVIDENDSCategoryTxt
Amt$890Amt
Net Investment Income$890NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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