LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-26
- IRS object ID
- 201512999349100556
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-10-26T16:29:49-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 560574444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERRY BEKAERT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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 | 133877532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION -C/0 CHERRY BEKAERT LLP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 7866936300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2015-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN G DANNER CPA | PreparerPersonNm |
| PTIN | P00021233 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Preparation | 2015-10-26 | PreparationDt |
| 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 | $2,775,460 | 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 |
| Interest On Sav Rev And Expnss | $20,523 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,523 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,026 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,026 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $145,135 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $904,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $145,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $201,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $201,684 | 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 | $3,522 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,522 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,851 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,850 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $295 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $295 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,668 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $117,525 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $117,525 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,193 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $117,525 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $64,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $182,017 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $46,405 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,055 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,055 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $412,527 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $160,652 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $160,008 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,136,319 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,131,188 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,739,460 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $450,118 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $813,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $873,936 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,045,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,107,160 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,775,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,639,808 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,639,808 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $405,561 | RetainedEarningBOYAmt |
| Retained Earning EOY | $467,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,045,369 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,160 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,045,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,107,160 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,045,369 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $64,491 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,109,860 | SubtotalAmt |
| Other Decreases | $2,700 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,107,160 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CISCO | P | 2012-12-04 | 2014-01-10 | $24,292 | $18,206 | $6,086 | $6,086 |
| EATON | P | 2012-12-04 | 2014-01-10 | $28,601 | $19,691 | $8,910 | $8,910 |
| FNMA | P | 2010-03-25 | 2014-02-05 | $55,000 | $55,000 | $0 | $0 |
| NOVARTIS BOND | P | 2010-02-25 | 2014-02-10 | $30,000 | $30,000 | $0 | $0 |
| NOVARTIS ADR | P | 2008-12-11 | 2014-02-12 | $59,501 | $40,493 | $19,008 | $19,008 |
| US TREASURY 1.75% | P | 2013-05-23 | 2014-02-12 | $85,411 | $89,522 | -$4,111 | -$4,111 |
| SHELL INTERNATIONAL BOND | P | 2011-02-22 | 2014-03-21 | $35,000 | $35,047 | -$47 | -$47 |
| FEDERAL FARM CREDIT BANK | P | 2010-02-18 | 2014-04-17 | $94,000 | $95,170 | -$1,170 | -$1,170 |
| FEDERAL HOME LOAN MTG CORP 2.625% | P | 2010-03-04 | 2014-04-23 | $60,000 | $60,736 | -$736 | -$736 |
| APPLE | P | 2012-07-26 | 2014-05-01 | $22,959 | $22,496 | $463 | $463 |
| DU PONT EI NEMOURS | P | 2009-05-22 | 2014-05-01 | $11,094 | $4,690 | $6,404 | $6,404 |
| BECTON DICKSON | P | 2004-03-11 | 2014-05-01 | $10,629 | $4,568 | $6,061 | $6,061 |
| SCHLUMBERG | P | 2012-09-25 | 2014-05-01 | $11,021 | $8,126 | $2,895 | $2,895 |
| FEDERAL NATIONAL MORTGAGE ASSOC 2.5% | P | 2010-02-25 | 2014-05-15 | $50,000 | $50,000 | $0 | $0 |
| CATERPILLAR FIN CORP | P | 2011-05-26 | 2014-05-20 | $25,000 | $25,000 | $0 | $0 |
| WALT DISNEY | P | 2009-04-24 | 2014-06-04 | $2,381 | $586 | $1,795 | $1,795 |
| DU PONT EI NEMOURS | P | 2009-05-11 | 2014-06-04 | $1,754 | $726 | $1,028 | $1,028 |
| MACDONALDS | P | 2010-01-01 | 2014-06-04 | $24,750 | $15,170 | $9,580 | $9,580 |
| COVIDEIN | P | 2012-02-27 | 2014-07-18 | $26,009 | $14,342 | $11,667 | $11,667 |
| WALT DISNEY | P | 2009-04-24 | 2014-07-18 | $18,127 | $4,304 | $13,823 | $13,823 |
| PEPSICO | P | 1997-08-10 | 2014-07-18 | $13,238 | $3,522 | $9,716 | $9,716 |
| QUALCOM | P | 2011-04-28 | 2014-07-18 | $16,953 | $12,615 | $4,338 | $4,338 |
| UNITED HEALTH | P | 2013-02-12 | 2014-07-18 | $13,673 | $9,318 | $4,355 | $4,355 |
| UNION PACIFIC | P | 2009-05-11 | 2014-07-18 | $2,006 | $499 | $1,507 | $1,507 |
| UNION PACIFIC | P | 2009-05-11 | 2014-07-18 | $17,155 | $4,264 | $12,891 | $12,891 |
| APPLE INC | P | 2012-07-26 | 2010-09-02 | $18,085 | $14,594 | $3,491 | $3,491 |
| COVIDEIN | P | 2012-02-27 | 2014-09-26 | $40,516 | $21,998 | $18,518 | $18,518 |
| COVIDEIN | P | 2012-11-14 | 2014-09-26 | $13,386 | $7,771 | $5,615 | $5,615 |
| INT'L BUSINESS MACHINES | P | 2010-09-07 | 2014-10-28 | $19,539 | $15,378 | $4,161 | $4,161 |
| INT'L BUSINESS MACHINES | P | 2012-09-25 | 2014-10-28 | $24,868 | $31,804 | -$6,936 | -$6,936 |
| MCDONALDS CORP | P | 2010-01-08 | 2014-10-28 | $21,070 | $14,362 | $6,708 | $6,708 |
| MCDONALDS CORP | P | 2012-09-25 | 2014-10-28 | $28,458 | $29,343 | -$885 | -$885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $145,135 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $134,900 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,504,884 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053855 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,373,790 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041202 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $137,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,363,306 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.058354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $109,880 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,277,443 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048247 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $121,264 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,037,603 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059513 | DistributionYr5Rt |
| Total Distribution | 0.261171 | TotalDistributionRt |
| Average Distribution | 0.052234 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,661,614 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $139,027 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,820 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $140,847 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $117,525 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,640 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,640 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,640 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,030 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $4,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $7,530 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,890 | OverpaymentAmt |
| Applied To ES Tax | $3,890 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
| Individual With Books | STEPHEN DANNER CPA | IndividualWithBooksNm |
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD 1040 | AddressLine1Txt |
| City | CORAL GABLES | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33134 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
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 | $2,606,361 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $95,785 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,702,146 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,702,146 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,661,614 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $133,081 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $133,081 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,640 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,640 | TotalTaxAmt |
| Distributable Before Adj | $129,441 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,441 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,441 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $117,525 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $117,525 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $117,525 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,441 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $24,846 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $23,437 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $12,486 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,769 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $117,525 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $117,525 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,916 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,916 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,853 | 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 | $12,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $35,923 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $23,437 | ExcessFromYear3Amt |
| Excess From Year1 | $12,486 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ADELPHI UNIVERSITY | ||||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 10013 | N/A | 501(C)(3) | EDUCATION | $1,500 | |
| AHEPA CHAPTER 41 | ||||||||
| 1130 78TH STREET | BROOKLYN | NY | 11228 | N/A | 501(C)(3) | EDUCATIONAL | $250 | |
| ALLEY POND ENVIROMENTAL CENTER (APEC) | ||||||||
| 228-06 NORTHEN BLVD STE 3 | LITTLE NECK | NY | 11362 | N/A | 501(C)(3) | SOCIAL | $200 | |
| AMERICAN JEWISH CONGRESS | ||||||||
| 260 MADISON AVE 2ND FLOOR | NEW YORK | NY | 10016 | N/A | 501(C)(3) | RELIGIOUS | $2,100 | |
| AMERICAN WOMEN INTERNATIONAL UNDERSTANDING | ||||||||
| PO BOX 60741 | SANTA BARBARA | CA | 93160 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 | |
| ASCSA | ||||||||
| 6-8 CHARLTON STREET | PRINCETON | NJ | 08540 | N/A | 501(C)(3) | EDUCATIONAL | $1,500 | |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | ||||||||
| 71 LINCOLN AVENUE | NEW ROCHELLE | NY | 10801 | N/A | 501(C)(3) | RELIGIOUS | $200 | |
| BOY SCOUTS OF AMERICA | ||||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $250 | |
| CEI-PEA | ||||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $10,000 | |
| CITY HARVEST INC | ||||||||
| 575 EIGHTH AVE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,250 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $8,100 | |
| DEVELOPMEMENT DISABILITIES INSTITUTE | ||||||||
| 99 HOLLYWOOD DRIVE | SMITHTOWN | NY | 11787 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 | |
| EMERALD ISLE IMMIGRATION CENTER | ||||||||
| 5926 WOODSIDE AVE | FLUSHING | NY | 11377 | N/A | 501(C)(3) | SOCIAL/WELFARE | $300 | |
| FAMILY SERVICES OF WESTCHESTER | ||||||||
| ONE GATEWAY PLAZA 4TH FLOOR | PORT CHESTER | NY | 10573 | N/A | 501(C)(3) | SOCIAL WELFARE | $700 | |
| FENWAY CHARITABLE FUND | ||||||||
| PO BOX 7 | SCARSDALE | NY | 105860007 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 | |
| FOOD BANK OF NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | 501(C)(3) | SOCIAL/WELFARE | $150 | |
| FORDHAM LAW SCHOOL | ||||||||
| 140 WEST 62 ST | NEW YORK | NY | 10023 | N/A | 501(C)(3) | EDUCATIONAL | $1,250 | |
| FOUNTAIN HOUSE | ||||||||
| 425 WEST 4TH ST | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,750 | |
| FRIARS FOUNDATION | ||||||||
| 57 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | EDUCATION | $2,000 | |
| FURNITURE SHAREHOUSE | ||||||||
| 64 SCHERMEHORN STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 | |
| GREATER NY COUNCIL BOY SCOUTS | ||||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 | |
| GUILD FOR EXCEPTIONAL CHILDREN | ||||||||
| 260 68TH STREET | BROOKLYN | NY | 11220 | N/A | 501(C)(3) | EDUCATIONAL | $375 | |
| HANAC INC | ||||||||
| 49 WEST 45TH STREET 4TH FL | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 | |
| HANAC INC | ||||||||
| 49 WEST 45TH STREET 4TH FL | NEW YORK | NY | 10036 | N/A | 501(C)(3) | EDUCATION | $375 | |
| HARBOR CHILD CARE | ||||||||
| 99 HERRICKS ROAD | NEW YORK | NY | 11040 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 | |
| HELEN KELLER SERVICE FOR THE BLIND | ||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,500 | |
| INTERFAITH NUTRITION NETWORK (INN) | ||||||||
| 211 FULTON AVENUE FL 1 | HEMPSTEAD | NY | 11550 | N/A | 501(C)(3) | SOCIAL | $1,000 | |
| KIMISIS THEOTOKOU CHURCH | ||||||||
| PO BOX 367 | HOLMDEL | NJ | 07733 | N/A | 501(C)(3) | RELIGIOUS | $200 | |
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24ST STE 400 | PHOENIX | AZ | 85016 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,000 | |
| NEW YORK CITY AUDUBON | ||||||||
| 71 WEST 23 ST STE 1523 | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SCIENTIFIC | $250 | |
| NORTHEASTERN KIDNEY FOUNDATION | ||||||||
| 99 TROY ROAD | EAST GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCIENTIFIC | $500 | |
| NORTHSHORE CHILD & FAMILY GUIDANCE | ||||||||
| 480 OLD WESTBURY ROAD | ROSLYN | NY | 11577 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 | |
| NYSTPBA SIGNAL 30 FUND | ||||||||
| 120 STATE STREET | ALBANY | NY | 12207 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 | |
| NYU UROLOGY RESEARCH | ||||||||
| LANGONE MEDICAL CENTER 550 1ST | NEW YORK | NY | 100166402 | N/A | 501(C)(3) | EDUCATION | $5,000 | AVENUE |
| ON YOUR MARK INC | ||||||||
| 645 FOREST AVENUE | STATEN ISLAND | NY | 10310 | N/A | 501(C)(3) | SOCIAL WELFARE | $150 | |
| POWER MEMORIAL ALUMNI | ||||||||
| PO BOX 20493 | NEW YORK | NY | 10021 | N/A | 501(C)(3) | EDUCATIONAL | $100 | |
| ST BALDRICKS FOUNDATION | ||||||||
| 1333 SOUTH MAYFLOWER AVE 400 | MONROVIA | CA | 91016 | N/A | 501(C)(3) | SCIENTIFIC | $1,000 | |
| STS CONSTANTINE & HELEN CATHEDRAL | ||||||||
| 64 SCHERMEHORN STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $125 | |
| SUSAN G KOMEN TEAM | ||||||||
| 5008 BRITTENFIELD PARKWAY STE 300 | EAST SYRACUSE | NY | 13057 | N/A | 501(C)(3) | SCIENTIFIC | $500 | |
| THE FLUSHING WILLETS POINT CORONA | ||||||||
| 13665 ROOSEVELT AVENUE | FLUSHING | NY | 11354 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 | |
| THE GILLEY BREWER SCHOOL | ||||||||
| 261 CENTER STREET | BREWER | ME | 04412 | N/A | 501(C)(3) | EDUCATIONAL | $2,500 | |
| THE LOUKOUMI MAKE A DIFFERENCE FOUNDATION | ||||||||
| C/O NK PRODUCTIONS PO BOX 1735 | RADIO CITY STATION | NY | 10101 | N/A | 501(C)(3) | SOCIAL WELFARE | $250 | |
| THE LUSTGARTEN FND | ||||||||
| 1111 STEWART AVENUE | BEYHPAGE | NY | 11714 | N/A | 501(C)(3) | SCIENTIFIC | $2,500 | |
| UGC FOUNDATION - UNITED HEBREW FOUNDATION | ||||||||
| 391 PELHAM ROAD | NEW ROCHELLE | NY | 10805 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 | |
| UNITED JEWISH APPEAL | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | RELIGIOUS | $750 | |
| WEST SIDE MONTESSORI | ||||||||
| 309 W 92ND ST | NEW YORK | NY | 10025 | N/A | 501(C)(3) | EDUCATIONAL | $500 | |
| XAVERIAN HS | ||||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $500 | |
| YAI NYPD | ||||||||
| 460 WEST 34 ST | NEW YORK | NY | 10001 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 | |
| YAI | ||||||||
| 320 WEST 13TH STREET 2 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $117,525 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,523 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,026 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $145,135 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $201,684 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $201,684 | TotalIncomeProducingActyAmt |
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 | CBIZ MHM LLC | CategoryTxt |
| Amt | $3,522 | Amt |
| Net Investment Income | $3,522 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $813,264 | EOYBookValueAmt |
| EOYFMV | $873,936 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,131,188 | EOYBookValueAmt |
| EOYFMV | $1,739,460 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $160,652 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $160,008 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX EXPENSE | Desc |
| Amt | $2,700 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $110 | $110 | $0 |
| ANNUAL CORPORATE FEE | $185 | $185 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | CategoryTxt |
| Amt | $15,851 | Amt |
| Net Investment Income | $15,850 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments