GENDAL FAMILY CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GENDAL FAMILY CHARITABLE FOUNDATION (EIN 65-6157310)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201501359349100805
- Schema version
- 2014v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T07:31:06-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341900735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 N MILITARY TRAIL FIFTH FLOOR | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656157310 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GENDAL FAMILY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID GENDAL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEND | BusinessNameControlTxt |
| Phone | 5614884174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18669 LONG LAKE DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID GENDAL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5614884174 | PhoneNum |
| Signature | 2015-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A KATZMAN | PreparerPersonNm |
| PTIN | P00033289 | PTIN |
| Phone | 5619945050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,878,224 | 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 |
| Dividends Rev And Expnss | $119,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $119,838 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,868 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $209,491 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,868 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $463 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $125,169 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,706 | 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 |
| Accounting Fees Rev And Expnss | $2,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $541 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $541 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $110,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $110,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $113,291 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $110,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,878 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,165 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,675 | CashBOYAmt |
| Cash EOY | $4,880 | CashEOYAmt |
| Cash EOYFMV | $4,880 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $30,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,801 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,801 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $29,745 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $29,745 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,155 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,113,673 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,274,854 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $966,611 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $737,674 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $831,128 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $882,777 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,916,830 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,149,408 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,878,224 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,916,830 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,149,408 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,916,830 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,149,408 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,916,830 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,149,408 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,916,830 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,878 | ExcessRevenueOverExpensesAmt |
| Other Increases | $220,700 | OtherIncreasesAmt |
| Subtotal | $2,149,408 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,149,408 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| ESCROW LEHMAN BRO | 2014-10-02 | 2014-10-02 | $2,315 | $2,315 | $2,315 | ||
| ONEOK INC. | 2014-03-04 | 2014-09-12 | $19,798 | $628 | $628 | $19,170 | |
| WELLS FARGO & COMPANY | 2014-01-03 | 2014-09-12 | $38,311 | $2,039 | $2,039 | $36,272 | |
| ATLAS PIPELINE PARTNERS LP | 2012-09-06 | 2014-10-13 | $88,637 | -$183 | -$183 | $88,820 | |
| DOMINION RES SR-A 88375 | 2013-03-27 | 2014-10-15 | $56,250 | -$4,080 | -$4,080 | $60,330 | |
| ESCROW LEHMAN BRO | 2014-04-03 | $3,188 | $3,188 | $3,188 | |||
| PLAINS ALL AMERICAN PIPELINE | 2012-05-07 | 2014-01-02 | $38 | $7 | $7 | $31 | |
| CAPITAL GAINS DIVIDENDS | $954 | $954 | $954 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,868 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,630 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,007,985 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050613 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $95,550 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,949,507 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,812,777 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054668 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,967,287 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.040665 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,572,514 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050874 | DistributionYr5Rt |
| Total Distribution | 0.245832 | TotalDistributionRt |
| Average Distribution | 0.049166 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,023,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $99,488 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,242 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $100,730 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $110,000 | 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 | $1,242 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,242 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,242 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,320 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,320 | TotalPaymentsAndCreditsAmt |
| Overpayment | $78 | OverpaymentAmt |
| Applied To ES Tax | $78 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION CO DAVID GENDAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5614884174 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18669 LONG LAKE DRIVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID GENDAL | ||||||||
| 18669 LONG LAKE DRIVE | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ELLEN GENDAL | ||||||||
| 18669 LONG LAKE DRIVE | BOCA RATON | FL | 33496 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| PHYLLIS GENDAL | ||||||||
| 4740 S OCEAN BOULEVARD SUITE 705 | HIGHLAND BEACH | FL | 334875372 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | BASED ON THE RECOMMENDATION(S) OF THE TRUSTEES, THE FOUNDATION MAKES DIRECT CASH CONTRIBUTIONS TO OTHER CHARITABLE ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO MAKE SUFFICIENT CONTRIBUTIONS TO EXPEND ALL INVESTMENT INCOME RECEIVED DURING THE YEAR. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $2,002,078 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $52,247 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,054,325 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,054,325 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,023,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,176 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,176 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,242 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $15,186 | IncomeTaxAmt |
| Total Tax | $16,428 | TotalTaxAmt |
| Distributable Before Adj | $84,748 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $84,748 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $84,748 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $110,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,242 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $84,748 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,955 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,990 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $363 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,821 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $22,129 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $110,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $84,748 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,252 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,381 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,381 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,955 | ExcessFromYear4Amt |
| Excess From Year3 | $10,990 | ExcessFromYear3Amt |
| Excess From Year2 | $363 | ExcessFromYear2Amt |
| Excess From Year1 | $3,821 | ExcessFromYear1Amt |
| Excess From Current Year | $25,252 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER | |||||||
| 9801 DONNA KLEIN BOULEVARD | BOCA RATON | FL | 33428 | NONE | MOVE AND MINGLE ADULT FITNESS PROGRAM | $2,000 | |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| 100 WEST CYPRESS ROAD SUITE 865 | FT LAUDERDALE | FL | 33309 | NONE | SCHOLARSHIP FUND | $5,000 | |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVENUE | FT LAUDERDALE | FL | 333127112 | NONE | ENCORE CAMPAIGN | $2,000 | |
| CITY HARVEST | |||||||
| 6 EAST 32ND STREET 6TH FLOOR | NEW YORK | NY | 10016 | NONE | KOSHER INITIATIVE PROGRAM | $3,000 | |
| CITY OF HOPE | |||||||
| 1000 CORPORATE DRIVE SUITE 260 | FT LAUDERDALE | FL | 33334 | NONE | STEM CELL | $10,000 | |
| FAMILY PROMISE OF SOUTH PALM BEACH | |||||||
| 1725 S FEDERAL HIGHWAY SUITE B14 | DELRAY BEACH | FL | 33483 | NONE | FRIENDS OF THE FAMILY CAMPAIGN | $5,000 | 83-2016 |
| FISHER HOUSE FOUNDATION | |||||||
| 111 ROCKVILLE PIKE | ROCKVILLE | MD | 20850 | NONE | FISHER HOUSE @ WEST PALM BEACH | $5,000 | |
| HADASSAH WOMEN'S ZOA INC | |||||||
| 2200 NW CORPORATE BOULEVARD SUITE | BOCA RATON | FL | 33431 | NONE | THE GENDAL FAMILY YOUNG RESEARCH AWARD | $10,000 | 200 |
| INSTITUTE FOR CONTEMPORARY PSYCHOTHERAPY | |||||||
| 1841 BROADWAY | NEW YORK | NY | 100237603 | NONE | KEITH GENDAL PROJECT | $5,000 | |
| JACK THE BIKE MAN INC | |||||||
| PO BOX 17565 | WEST PALM BEACH | FL | 33416 | NONE | GENERAL USE | $2,000 | |
| JEWISH NATIONAL FUND | |||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 115709812 | NONE | JNF PARSONS WATER FUND | $5,000 | |
| LOUIS & ANNE GREENE MEMORY & WELLNESS CENTER | |||||||
| 777 GLADES ROAD BLDG AZ-79 | BOCA RATON | FL | 33431 | NONE | PATIENT EXERCISE PROGRAM - FAU FOUNDATION | $5,000 | |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | HEREDITARY COLORECTAL - CANCER FAMILY REGISTRY | $5,000 | |
| THE PURCHASE COLLEGE FOUNDATION PURCHASE COLLEGE | |||||||
| 735 ANDERSON HILL ROAD | PURCHASE | NY | 105779946 | NONE | THE PRESIDENT'S CLUB | $10,000 | |
| UNITED WAY OF BROWARD COUNTY | |||||||
| 1300 SOUTH ANDREWS AVENUE | FT LAUDERDALE | FL | 33316 | NONE | LOVE THY NEIGHBOR; BROWARD HOUSE; MISSION UNITED | $25,000 | |
| UNIVERSITY OF ROCHESTER ADVANCEMENT | |||||||
| 300 EAST RIVER ROAD PO BOX 270042 | ROCHESTER | NY | 14627 | NONE | URMC - FRIENDS OF NANCY LIEBERMAN FUND | $7,500 | |
| GOOD KARMA BIKES | |||||||
| 345 SUNSOL STREET | SAN JOSE | CA | 95126 | NONE | GENERAL USE | $500 | |
| PENN STATE DANCE MARATHON | |||||||
| 210 HUB | UNIVERSITY PARK | PA | 16802 | NONE | GENERAL USE | $500 | |
| TREATMENT ACTION GROUP | |||||||
| 261 FIFTH AVENUE SUITE 2110 | NEW YORK CITY | NY | 199167791 | NONE | GENERAL USE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $110,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $119,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,868 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP INCOME (LOSS) FROM PASS-THROUGH | Desc |
| Unrelated Business Taxbl Incm | $463 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $463 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,706 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $125,169 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 13 | LineNumberTxt |
| Relationship Statement | ALL INCOME OR LOSS IS DERIVED FROM INVESTMENTS IN MARKETABLE SECURITIES. THE FOUNDATION USES THOSE INVESTMENTS TO GENERATE ADDITIONAL INCOME FOR MAKING ADDITIONAL CHARITABLE CONTRIBUTIONS, THEREBY FULFILLING THE FOUNDATION'S EXEMPT PURPOSE. | RelationshipStatementTxt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MORGAN STANLEY | BondNm |
| EOY Book Value | $831,128 | EOYBookValueAmt |
| EOYFMV | $882,777 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MORGAN STANLEY | StockNm |
| EOY Book Value | $1,274,854 | EOYBookValueAmt |
| EOYFMV | $966,611 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $29,745 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $15,155 | StateLocalSecEOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PTP INCOME (LOSS) FROM PASS-THROUGH | Desc |
| Revenue And Expenses Per Books | $463 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $463 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR BOOK/TAX DIFFERENCES | Desc |
| Amt | $220,700 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $295 | $295 | $0 |
| FOREIGN TAXES | $246 | $246 | $0 |