GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-07-23
IRS object ID
201502049349100400
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-07-23T09:18:04-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN592831281PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CALER DONTEN LEVINE ET AL PABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334015948ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134033630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLADYS & SY ZIV FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone5618028960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O KOCHMAN ZISKA PLC 222 LAKEVIEWAddressLine1Txt
Address Line2AV NO 1500AddressLine2Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5618028960PhoneNum
Signature2015-07-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL H LEVINEPreparerPersonNm
PTINP00085421PTIN
Phone5618329292PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,919,805FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$75,505ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$74,495DividendsRevAndExpnssAmt
Dividends Net Invst Incm$74,495DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$106,945NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$579,991GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$106,945CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$256,945TotalRevAndExpnssAmt
Total Net Invst Incm$181,440TotalNetInvstIncmAmt
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$3,016LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,508LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,508LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,120AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,060AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,060AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$13,103TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,103TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,691OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,691OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$45,930TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$28,362TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,568TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$151,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$151,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$197,680TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$28,362TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$157,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$59,265ExcessRevenueOverExpensesAmt
Net Investment Income$153,078NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,886CashBOYAmt
Cash EOY$22,494CashEOYAmt
Cash EOYFMV$22,494CashEOYFMVAmt
Corporate Stock BOY$2,729,347CorporateStockBOYAmt
Corporate Stock EOY$2,833,301CorporateStockEOYAmt
Corporate Stock EOYFMV$2,897,311CorporateStockEOYFMVAmt
Total Assets BOY$2,793,233TotalAssetsBOYAmt
Total Assets EOY$2,855,795TotalAssetsEOYAmt
Total Assets EOYFMV$2,919,805TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,067,927CapitalStockBOYAmt
Capital Stock EOY$2,067,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$725,306RetainedEarningBOYAmt
Retained Earning EOY$787,868RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,793,233TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,855,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,793,233TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,855,795TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,793,233TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$59,265ExcessRevenueOverExpensesAmt
Other Increases$3,608OtherIncreasesAmt
Subtotal$2,856,106SubtotalAmt
Other Decreases$311OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,855,795TotNetAstOrFundBalancesEOYAmt

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
WELLS FARGO 7015$19,117$19,152-$35-$35
WELLS FARGO 7015$468,312$453,894$14,418$14,418
CAPITAL GAINS DIVIDENDS$92,562$92,562$92,562P
FieldValueIRS element (for citing)
Capital Gain Net Income$106,945CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$132,996AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,735,056NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.048626DistributionYr1Rt
Adjusted Qlfy Distri Yr2$124,732AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,243,196NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.055605DistributionYr2Rt
Adjusted Qlfy Distri Yr3$55,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$672,533NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.081780DistributionYr3Rt
Adjusted Qlfy Distri Yr4$79,879AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$667,369NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.119692DistributionYr4Rt
Adjusted Qlfy Distri Yr5$93,721AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$673,170NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.139223DistributionYr5Rt
Total Distribution0.444926TotalDistributionRt
Average Distribution0.088985AverageDistributionRt
Net Vl Noncharitable Assets$2,906,320NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$258,619AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,531NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$260,150AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$157,318QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,062InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,062SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,062TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,616EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,616TotalPaymentsAndCreditsAmt
Overpayment$554OverpaymentAmt
Applied To ES Tax$554AppliedToESTaxAmt
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
Individual With BooksKOCHMAN ZISKA PLCIndividualWithBooksNm
Phone5618028960PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
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

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,900,697AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$49,882AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,950,579TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,950,579AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,259CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,906,320NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,316MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,316MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,062TaxBasedOnInvestmentIncomeAmt
Total Tax$3,062TotalTaxAmt
Distributable Before Adj$142,254DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$142,254DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$142,254DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$157,318ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$157,318QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$157,318AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,254DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$60,621ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$46,753ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$22,175ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$14,892ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$5,766ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$150,207TotalExcessDistributionCyovAmt
Qualifying Distributions$157,318QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$142,254AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,064RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$165,271TotalCorpusAmt
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$60,621ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$104,650ExcessDistriCyovToNextYrAmt
Excess From Year4$46,753ExcessFromYear4Amt
Excess From Year3$22,175ExcessFromYear3Amt
Excess From Year2$14,892ExcessFromYear2Amt
Excess From Year1$5,766ExcessFromYear1Amt
Excess From Current Year$15,064ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
BRIGHAM & WOMENS HOSPITAL
45 FRANCIS STBOSTONMA02115NONEPUBLIC CHARITYGENERAL PURPOSE$34,000
CROHN'S & COLITIS FOUNDATION
PO BOX 1245ALBERT LEAMN56007NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
CHARITY BUZZ INC
437 FIFTH AVENUE 11TH FLOORNEW YORKNY10016NONEPUBLIC CHARITYGENERAL PURPOSE$7,750
HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY13323NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
MORSELIFE FDN
4920 LORING DRIVEWEST PALM BEACHFL33417NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
PALM BEACH OPERA
415 S OLIVE AVEWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$29,000
THE LEUKEMIA & LYMPHOMA SOCIETY
3230 COMMERCE PLACE SUITE BWEST PALM BEACHFL33407NONEPUBLIC CHARITYGENERAL PURPOSE$1,000
PLANNED PARENTHOOD
434 WEST 33RD STREETNEW YORKNY10001NONEPUBLIC CHARITYGENERAL PURPOSE$2,000
NORTH SHORE ANIMAL LEAGUE
25 DAVIS AVENUEPORT WASHINGTONNY11050NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$151,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$74,495ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$106,945ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$181,440ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$181,440TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF SEYMORE ZIVBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1222 LAKEVIEW AVE SUITE 1500AddressLine1Txt
CityWEST PALM BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33401ZIPCd
FieldValueIRS element (for citing)
Total Contributions$75,505TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,120Amt
Net Investment Income$4,060NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,060DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$2,833,301EOYBookValueAmt
EOYFMV$2,897,311EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEESCategoryTxt
Legal Fees$3,016LegalFeesAmt
Net Investment Income$1,508NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,508DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescBOOK/TAX DIFFERENCEDesc
Amt$311Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WIRE TRANSFER FEE$25$25$0
ADVISORY FEES$21,666$21,666$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNON-DIVIDEND DISTRIBUTIONDesc
Amt$3,608Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$12,000$0$0
FOREIGN TAX WITHHELD$1,103$1,103$0

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