TURKANIS FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TURKANIS FAMILY FOUNDATION (EIN 20-8678978)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201602159349100115
- 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
- Form 990-PF
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T14:17:45-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208678978 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Turkanis Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TURK | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY TURKANIS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-07-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $371,524 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $42,255 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $470 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $470 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $11,539 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,539 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,053 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,833 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $61 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $57,378 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $24,903 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $227 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $6,329 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,326 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,326 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $19,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $19,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $25,746 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,516 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $31,632 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,900 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $33,495 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,278 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,278 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $292,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $318,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $332,246 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $326,005 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,637 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $371,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $326,005 | RetainedEarningBOYAmt |
| Retained Earning EOY | $357,637 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $326,005 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $357,637 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $326,005 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $357,637 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $326,005 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $31,632 | ExcessRevenueOverExpensesAmt |
| Subtotal | $357,637 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $357,637 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| Publicly-traded Securities | $310,006 | $297,120 | $12,886 | $12,886 |
| Passthrough K1 Capital Gain | -$53 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,833 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,849 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $331,522 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102102 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $341,161 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100299 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $52,509 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $310,507 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.169107 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,013 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $333,143 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.096094 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $108,122 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $373,835 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.289224 | DistributionYr5Rt |
| Total Distribution | 0.756826 | TotalDistributionRt |
| Average Distribution | 0.151365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $358,504 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $54,265 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $249 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,514 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $25,516 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $498 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $498 | SubtotalAmt |
| Tax Based On Investment Income | $498 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $498 | AppliedToEsTaxAmt |
| Total Payments And Credits | $498 | TotalPaymentsAndCreditsAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Amanda Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Barry S Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| David Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Ellen Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Jeffrey Turkanis | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $306,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $57,898 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $363,963 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $363,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $358,504 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $17,925 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $17,925 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $498 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $498 | TotalTaxAmt |
| Distributable Before Adj | $17,427 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $17,427 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $17,427 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,516 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,516 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $25,516 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,427 | DistributableAsAdjustedAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $92,316 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,812 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,238 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,139 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $18,500 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $182,005 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,516 | QualifyingDistributionsAmt |
| Applied To Current Year | $17,427 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,089 | RemainingDistriFromCorpusAmt |
| Total Corpus | $190,094 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $92,316 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $97,778 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,812 | ExcessFromYear4Amt |
| Excess From Year3 | $37,238 | ExcessFromYear3Amt |
| Excess From Year2 | $18,139 | ExcessFromYear2Amt |
| Excess From Year1 | $18,500 | ExcessFromYear1Amt |
| Excess From Current Year | $8,089 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Barry S Turkanis | ContributingManagerNm |
| Contributing Manager | Ellen Turkanis | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF MASSACHUSETTS BAY | |||||||
| 285 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | Nepal relief Project | $100 |
| ANTI-DEFAMATION LEAGUE-BOSTON | |||||||
| 40 COURT ST | BOSTON | MA | 02108 | N/A | PC | General & Unrestricted | $180 |
| CHILDRENS HOSPITAL CORPORATION | |||||||
| 401 PARK DR STE 602 | BOSTON | MA | 02215 | N/A | PC | General & Unrestricted | $1,000 |
| CITYMEALS-ON-WHEELS | |||||||
| 355 LEXINGTON AVE 3RD FL | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $120 |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON I | |||||||
| 126 HIGH ST | BOSTON | MA | 02110 | N/A | PC | General & Unrestricted | $5,000 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | General & Unrestricted | $500 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | LEV Initiative | $3,600 |
| CONGREGATION SHIRAT HAYAM OF THE NORTH SHORE | |||||||
| 55 ATLANTIC AVE | SWAMPSCOTT | MA | 01907 | N/A | PC | High Holiday Campaign | $500 |
| CROHNS & COLITIS FOUNDATION OF AMERICA | |||||||
| 733 3RD AVE STE 510 | NEW YORK | NY | 10017 | N/A | PC | General & Unrestricted | $250 |
| CURE DYSTONIA NOW | |||||||
| PO BOX 9040 | FARMINGDALE | NY | 11735 | N/A | PC | Charitable Event | $250 |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 10 BROOKLINE PL W 6TH FL | BROOKLINE | MA | 02445 | N/A | PC | General & Unrestricted | $500 |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $1,800 |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | Annual Gala Fund Raiser Campaign | $1,100 |
| MARIAN COURT COLLEGE | |||||||
| 450B PARADISE RD BOX 135 | SWAMPSCOTT | MA | 01907 | N/A | PC | Annual Gala Campaign | $500 |
| MY BROTHERS TABLE INC | |||||||
| 98 WILLOW ST | LYNN | MA | 01901 | N/A | PC | General & Unrestricted | $250 |
| NORTH SHORE JEWISH PRESS LTD THE JOURNAL OF THE NO | |||||||
| 27 CONGRESS ST STE 501 | SALEM | MA | 01970 | N/A | PC | General & Unrestricted | $250 |
| NORTH SHORE LONG ISLAND JEWISH HEALTH SYSTEM FOUND | |||||||
| 125 COMMUNITY DR | GREAT NECK | NY | 11021 | N/A | PC | Charitable Event | $250 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | Kol Nidre Pledge Fund | $360 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | Rabbi Discretionary Fund | $300 |
| NORTH SHORE SYNAGOGUE | |||||||
| 83 MUTTONTOWN RD | SYOSSET | NY | 11791 | N/A | PC | Mitzvah/Caring Initiative | $100 |
| NORTH SHORE UNIVERSITY HOSPITAL | |||||||
| 972 BRUSH HOLLOW RD | WESTBURY | NY | 11590 | N/A | PC | Cardiovascular and Thoracic Division | $247 |
| NORTH SHORE-LIJ ALLIANCE INC | |||||||
| 972 BRUSH HOLLOW RD | WESTBURY | NY | 11590 | N/A | PC | Cancer Institute | $223 |
| PEOPLE INC | |||||||
| 1219 N FOREST RD | WILLIAMSVILLE | NY | 14221 | N/A | PC | General & Unrestricted | $250 |
| SYOSSET FIRE DEPARTMENT INC | |||||||
| 50 COLD SPRING RD | SYOSSET | NY | 11791 | N/A | PC | General & Unrestricted | $100 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | General & Unrestricted | $360 |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY RD | MARBLEHEAD | MA | 01945 | N/A | PC | Annual Fund - Turner Hill Program | $300 |
| THE LENNY ZAKIM FUND INC | |||||||
| 33 ARCH ST 26TH FL | BOSTON | MA | 02110 | N/A | PC | 20th Anniversary event Campaign | $500 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 5 COMPUTER DR W | ALBANY | NY | 12205 | N/A | PC | Charitable Event | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $19,190 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $470 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,539 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $15,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,123 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Turkanis Barry S | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 Coolidge Road | AddressLine1Txt |
| City | Marblehead | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01945 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $42,255 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | UNDER ARMOUR INC UA, 500 sh. | NoncashPropertyDesc |
| Fair Market Value | $42,255 | FairMarketValueAmt |
| Received | 2015-04-14 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $56,972 | $52,630 |
| EXXON MOBIL CORP | $37,595 | $38,975 |
| GOLDMAN SACHS GROUP INC PFD - | $152,199 | $158,800 |
| PEOPLE'S UNITED FINANCIAL, INC | $36,940 | $48,450 |
| PUTNAM PREMIER INCM | $12,675 | $12,375 |
| WALT DISNEY HOLDINGS CO | $21,978 | $21,016 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $6,301 | $6,301 | |
| K-1 Exp OAKTREE CAPITAL GROUP | $3 | $3 | |
| State or Local Filing Fees | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 Inc/Loss OAKTREE CAPITAL GROUP LLC | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $61 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2014 | CategoryTxt |
| Amt | $227 | Amt |
Comments