ERDLE FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
ERDLE FOUNDATION (EIN 23-7002682)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-06-11
IRS object ID
201401629349100510
Schema version
2013v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2014-06-11T09:59:16-07:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Schacht & Oliver LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13445 Winton Place Suite 113AddressLine1
CityRochesterCity
StateNYState
ZIP Code146232950ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237002682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ERDLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlERDLBusinessNameControlTxt
Phone5612655543PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13720 SOUTH OCEAN BLVDAddressLine1
CityHIGHLAND BEACHCity
StateFLState
ZIP Code33487ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACK A ERDLEPersonNm
Person TitlePresident & CEOPersonTitleTxt
Signature2014-06-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLETTY GAIL SCHACHTPreparerPersonNm
PTINP00030961PTIN
Phone5854270500PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$0FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$155,868ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$196InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$196InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$196InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$262,549DividendsRevAndExpnssAmt
Dividends Net Invst Incm$262,549DividendsNetInvstIncmAmt
Dividends Adj Net Incm$262,549DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss-$9,548NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$223,037GrossSalesPriceAmt
Net ST Capital Gain Adj Net Incm$12NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$409,065TotalRevAndExpnssAmt
Total Net Invst Incm$262,745TotalNetInvstIncmAmt
Total Adj Net Incm$262,757TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$7,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$7,000AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$7,000AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,077OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,077OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$1,077OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$1,077OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$8,077TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,077TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$8,077TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$8,077TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,839ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,839ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$187,916TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,077TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$8,077TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$187,916TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$221,149ExcessRevenueOverExpensesAmt
Net Investment Income$254,668NetInvestmentIncomeAmt
Adjusted Net Income$254,680AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,621CashBOYAmt
Cash EOY$41,823CashEOYAmt
Sav And Temp Cash Invst BOY$314,111SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$495,843SavAndTempCashInvstEOYAmt
Prepaid Expenses BOY$2,264PrepaidExpensesBOYAmt
Prepaid Expenses EOY$2,960PrepaidExpensesEOYAmt
US Government Obligations BOY$3,215,262USGovernmentObligationsBOYAmt
US Government Obligations EOY$3,418,656USGovernmentObligationsEOYAmt
Corporate Stock BOY$110,676CorporateStockBOYAmt
Corporate Stock EOY$110,676CorporateStockEOYAmt
Corporate Bonds BOY$761,601CorporateBondsBOYAmt
Corporate Bonds EOY$627,209CorporateBondsEOYAmt
Other Investments BOY$175,000OtherInvestmentsBOYAmt
Other Investments EOY$125,000OtherInvestmentsEOYAmt
Total Assets BOY$4,614,535TotalAssetsBOYAmt
Total Assets EOY$4,822,167TotalAssetsEOYAmt
Total Assets EOYFMV$0TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Additional Paid In Capital BOY$50,000AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$50,000AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,564,535RetainedEarningBOYAmt
Retained Earning EOY$4,772,167RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,614,535TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,822,167TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,614,535TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,822,167TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,614,535TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$221,149ExcessRevenueOverExpensesAmt
Subtotal$4,835,684SubtotalAmt
Other Decreases$13,517OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,822,167TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
50000 ROYAL BANK OF SCOTLANDP2011-09-232013-02-19$50,000$59,585-$9,585-$9,585
30000 FLORIDA HSG FIN CORP 8.5% 010127P2009-03-102013-07-01$30,000$30,000
50000 NEW YORK TELEPHONE CO 6.7%P2009-03-102013-11-18$50,000$50,000
32000 NEW YORK TELEPHONE CO 7%P2009-03-102013-12-01$32,000$32,000
61000 ROYAL BANK OF SCOTLANDP2011-10-072013-12-15$61,000$61,000
0.301 GENERAL MOTORS CO.P2013-01-012013-12-23$12$12$12
0.91 WTS GENERAL MOTORS COP2009-03-102013-12-23$25$25$25
FieldValueIRS element (for citing)
Capital Gain Net Income-$9,548CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$12NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$191,545AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$200,076AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$145,997AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,309,184NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.03388DistributionYr3Rt
Adjusted Qlfy Distri Yr4$167,529AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,067,792NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.04118DistributionYr4Rt
Adjusted Qlfy Distri Yr5$171,695AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,965,279NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.04330DistributionYr5Rt
Total Distribution0.11836TotalDistributionRt
Average Distribution0.02367AverageDistributionRt
Net Investment Income Pct$2,547NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$2,547AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$187,916QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,547InvestmentIncomeExciseTaxAmt
Subtotal$2,547SubtotalAmt
Tax Based On Investment Income$2,547TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,500TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$2EsPenaltyAmt
Tax Due$49TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JACK A ERDLEBusinessNameLine1
FieldValueIRS element (for citing)
Phone5612655543PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13720 S OCEAN BLVD 1610AddressLine1
CityHIGHLAND BEACHCity
StateFLState
ZIP Code33487ZIPCode
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JACK A ERDLE
3720 SOUTH OCEAN BLVDHIGHLAND BEACHFL33487President & CEO0.00$0
NORMA ERDLE
3720 SOUTH OCEAN BLVDHIGHLAND BEACHFL33487Secretary0.00$0
HARVEY B ERDLE
3015 SOUTH OCEAN BLVDHIGHLAND BEACHFL33487Vice President0.00$0
LEE C MOSS
4410 LIVE OAK BLVDDEL RAY BEACHFL33445Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$187,916ExpensesAndContributionsAmt
Qualifying Distributions$187,916QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,547PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$185,369AdjustedQualifyingDistriAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$187,916CurrentYearAmt
Year1$194,502Year1Amt
Year2$202,334Year2Amt
Year3$148,308Year3Amt
Total$733,060TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$187,916CurrentYearAmt
Year1$194,502Year1Amt
Year2$202,334Year2Amt
Year3$148,308Year3Amt
Total$733,060TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

FieldValueIRS element (for citing)
Year2$231,516Year2Amt
Total$231,516TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (101 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALZHEIMER ASSN OF ROCHESTER
435 EAST HENRIETTA ROADROCHESTERNY14620NONEPUBLICMEDICAL RESEARCH$1,200
AMERICAN CANCER SOCIETY
1400 WINTON ROAD NORTHROCHESTERNY14609NONEPUBLICRESEARCH CURE FOR CANCER$2,850
AMERICAN DIABETES FOUNDATION
333 7 TH AVENUE 17NEW YORKNY10001NONEPUBLICMEDICAL RESEARCH$100
AMERICAN HEART ASSOCIATION
2113 CHILI AVENUEROCHESTERNY14624NONEPUBLICMEDICAL RESEARCH$100
AMERICAN LUNG ASSOCIATION
1595 ELMWOOD AVENUEROCHESTERNY14620NONEPUBLICMEDICAL RESEARCH$100
AMERICAN TENNITUS ASSN
PO BOX 5PORTLANDOR97207NONEPUBLICRESEARCH RINGING IN EARS$100
ARTHRITIS FOUNDATION
3300 MONROE AVENUEROCHESTERNY14618NONEPUBLICMEDICAL RESEARCH$40
ARTISAN WORKS
565 BLOSSOM ROADROCHESTERNY14610NONEPUBLICPROMOTE ART APPRECIATION$750
BETH SHOLOM CONGREGATION
MONROE AVENUEROCHESTERNY14607NONEPUBLICWORSHIP IN THE JEWISH FAITH$1,000
BNAI BRITH INTERNATIONAL
200 K STREET NWWASHINGTONDC20006NONEPUBLICCOMMUNITY SERVICE$200
BNAI BRITH CUBAN RELIEF FUND
1831 MURRAY AVENUEPITTSBURGHPA15217NONEPUBLICIMPROVE LIFE OF IMPROVERSHED CUBAN JEWS$500
BOCA RATON COMMUNITY HOSPITAL
800 MEADOWS ROADBOCA RATONFL33486NONEPUBLICMEDICAL CARE FOR THE COMMUNITY$5,000
BRITTON ROAD CEMETERY
188 BRITTON ROADROCHESTERNY14616NONEPUBLICMAINTENANCE OF AN OLD JEWISH CEMETERY$100
CHABAD LUBAVITCH
WINTON ROAD SOUTHROCHESTERNY14618NONEPUBLICJEWISH EDUCATION & LIFE$5,550
CUMBERLAND COLLEGE
6191 COLLEGE STATION DRIVEWILLIAMSBURGKY40769NONEPUBLICSCHOLARSHIP AID$500
DYSTONIA MEDICAL RESEARCH
1 WACKER DRIVE SUITE 2810CHICAGOIL60601NONEPUBLICMEDICAL RESEARCH FOR DYSTONIA DISEASE$650
F F THOMPSON FOUNDATIOM
350 PARRISH SYREETCANANDAIGUANY14424NONEPUBLICMEDICAL CARE FOR CANANDAIGUA RESIDENTS$50
GEVA THEATER
WOODBURY BOULEVARDROCHESTERNY14604NONEPUBLICPROMOTE REPERTORY THEATRE$1,000
ROCHESTER CHAPTER OF HADASSAH
119 DALEY ROADROCHESTERNY14617NONEPUBLICHOSPITAL IN ISRAEL$1,360
HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024NONEPUBLICSTUDY AND EDUCATION REGARDING THE HOLOCAUST$8,000
HOSPICE BY THE SEA
1531 WEST PALMETTO PARK ROADBOCA RATONFL33486NONEPUBLICCARE FOR THE TERMINALLY ILL$500
JARC JEWISH ASSOCIATION FOR RESIDEN
21160 95 TH AVENUE SOUTHBOCA RATONFL33428NONEPUBLICMEDICAL CARE FOR THE ELDERLY$1,000
JEWISH COMMUNITY CENTER
1200 EDGEWOOD AVENUEROCHESTERNY14618NONEPUBLICSOCIAL GOOD$5,385
JEWISH COMMUNITY FEDERATION
441 EAST AVENUEROCHESTERNY14607NONEPUBLICSOCIAL GOOD$50,000
JEWISH FAMILY SERVICE OF ROCHESTER
441 EAST AVENUEROCHESTERNY14607NONEPUBLICAID TO IMMIGRANTS AND POOR PEOPLE$1,500
JEWISH HOME FOUNDATION
WINTON ROAD SOUTHROCHESTERNY14618NONEPUBLICMEDICAL CARE FOR THE ELDERLY$2,750
KINGSLEY MONTESSORI SCHOOL
30 FAIRFIELD STREETBOSTONMA02116NONEPUBLICEDUCATION OF THE YOUNG$750
NYS TROOPERS BENEVOLENT ASSN
120 STATE STREETALBANYNY12207NONEPUBLICPOLICE BENEVOLENT$1,875
OXALOSIS HYPEROXALURIA FOUNDATION
201 EAST 19TH STREETNEW YORKNY10003NONEPUBLICMEDICAL RESEARCH FOR CURE$100
PLANNED PARENTHOOD
UNIVERSITY AVENUEROCHESTERNY14614NONEPUBLICEDUCATION RE BIRTH CONTROL AND ABORTIONS$75
PLAY FOR PINK
60 EAST 56 TH STREETNEW YORKNY10022NONEPUBLICBREAST CANCER RESEARCH$250
PROSTATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401NONEPUBLICRESEARCH FOR CURE OF PROSTATE CANCER$100
ROCHESTER GENERAL HOSPITAL FOUNDATI
1295 PORTLAND AVENUEROCHESTERNY14605NONEPUBLICPUBLIC HEALTH$200
ROCHESTER INSTITUTE OF TECHNOLOGY
LOMB DRIVEHENRIETTANY14623NONEPUBLICPROMOTE EDUCATION$1,200
ROCHESTER MUSEUM SCIENCE CENTER
EAST AVENUEROCHESTERNY14607NONEPUBLICEDUCATE THE PUBLIC$250
ROCHESTER PHILHARMONIC ORCHESTRA
GIBBS STREETROCHESTERNY14614NONEPUBLICPROMOTE CLASSICAL MUSIC$1,500
MEMORIAL SLOAN KETTERING CANCER CEN
YORK AVENUENEW YORKNY10021NONEPUBLICMEDICAL CARE FOR CANCER PATIENTS AND RESEARCH FOR A CURE$1,000
ST HENRY CATHOLIC CHURCH
1500 SOUTH AVENUEPOMPANO BEACHFL33069NONEPUBLICCHURCH WORSHIP$50
TEMPLE BETH EL
139 WINTON ROAD SOUTHROCHESTERNY14610NONEPUBLICWORSHIP IN THE JEWISH FAITH$17,185
WEISMANN INSTITUTE OF SCIENCE
633 THIRD AVENUENEW YORKNY10017NONEPUBLICSCIENTIFIC RESEARCH AND EDUCATION$3,000
WXEL
PO BOX 6607WEST PALM BEACHFL33405NONEPUBLICSUPPORT OF PUBLIC RADIO$100
WXXI
STATE STREETROCHESTERNY14614NONEPUBLICSUPPORT OF PUBLIC RADIO AND TV$500
CANCER WELLNESS CENTER
240 KILBOURN ROADROCHESTERNY14618NONEPUBLICAID FOR CANCER THERAPY$1,300
CRYSTAL BEACH VOLUNTEER FIRE DEPART
4468 RTE 364CANANDAIGUANY14424NONEPUBLICVOLUNTEER FIRE FIGHTING$25
HILLSIDE FAMILY OF AGENCIES
1138 MONROE AVENUEROCHESTERNY14610NONEPUBLICPROTECTION OF CHILDREN$250
HOCHSTEIN SCHOOL OF MUSIC DANCE
50 PLYMOUTH AVENUEROCHESTERNY14608NONEPUBLICPROMOTE CLASSICAL MUSIC$1,000
JEWISH COMMUNITY FOUNDATION OF FLOR
9901 DONNA KLEIN BLVDBOCA RATONFL33428NONEPUBLICPUBLIC GOOD$16,500
MAE VOLIN SENIOR CENTER
1515 WEST PALMETTO PARK ROADBOCA RATONFL33486NONEPUBLICCARE FOR ELDERLY$1,000
HILLEL SCHOOL OF ROCHESTER
191 FAIRFIELD DRIVEROCHESTERNY14620NONEPUBLICJEWISH EDUCATION$2,200
CHABAD HOUSE OF UNIVERSITY OF ROCHE
36 LATTIMORE ROADROCHESTERNY14620NONEPUBLICJEWISH SOCIAL ACTIVITIES FOR COLLEGE STUDENTS$3,900
MENDON VOLUNTEER FIRE DEPARTMWNT
101 MENDON-IONIA ROADMENDONNY14506NONEPUBLICVOLUNTEER FIRE FIGHTING$25
ST JOHN FISHER COLLEGE
EAST AVENUEROCHESTERNY14618NONEPUBLICEDUCATION & STUDY$500
CANANDAIGUA LAKE WATERSHED
PO BOX 323CANANDAIGUANY14424NONEPUBLICPROTECT THE ENVIRONMENT$60
CHILDFUND
2821 EMERYWOOD PARKWAYRICHMONDVA23294NONEPUBLICAID FOR NEEDY CHILDREN$500
CONGREGATION SHA'ARE SHOLOM
19357 EVERGREEN MILLS ROADLEESBURGVA20175NONEPUBLICWORSHIP IN JEWISH FAITH & EDUCATION$200
MULTIPLE SCLEROSIS
1650 SOUTH AVENUE SUITE 100ROCHESTERNY14620NONEPUBLICMEDICAL RESEARCH$700
ROCHESTER CITY BALLET
1326 UNIVERSITY AVENUEROCHESTERNY14607NONEPUBLICPROMOTE APPRECIATION OF BALLET$850
SO COUNTY FOUNDATION FOR MENTAL HEA
2 BISCAYNE BOULEVARDSUITE 1710MIAMIFL33131NONEPUBLICMENTAL HEALTH$100
TEMPLE OHABEI SHALOM
1187 BEACON STREETBROOKLINEMA02446NONEPUBLICWORSHIP IN JEWISH FAITH$275
TEMPLE UNIVERSITY
1801 NORTH BROAD STREETPHILADELPHIAPA19122NONEPUBLICEDUCATION AND STUDY$200
UNIVERSITY OF ROCHESTER
CRITTENDEN BLVDROCHESTERNY14627NONEPUBLICRESEARCH IN UROLOGY$250
ST JOHN FISHER COLLEGE
EAST AVENUEROCHESTERNY14618NONEPUBLICSCHOLARSHIP$250
ANTI-DEFAMATION LEAGUE
PO BOX 96226WASHINGTONDC20090NONEPUBLICFIGHT ANTI-SEMITISM$1,200
ABVI-GOODWILL
422 SOUTH CLINTON AVENUEROCHESTERNY14620NONEPUBLICHELP FOR THE VISUALLY IMPAIRED$250
BETH HATVILAH CONGREGATION
27 ST REGIS DRIVEROCHESTERNY14618PUBLICRITUAL CLEANSING BATH$1,000
BNAI TORAH CONGREGATION
6261 SW 18TH STREETBOCA RATONFL33433NONEPUBLICWORSHIP IN JEWISH FAITH$1,600
BRANDEIS UNIVERSITY ANNUAL FUND
415 SOUTH STREETWALTHAMMA02129NONEPUBLICFURTHER PUBLIC EDUCATION$250
CONGREGATION LIGHT OF ISRAEL
1675 MONROE AVENUEROCHESTERNY14618PUBLICPUBLICWORSHIP IN JEWISH FAITH$500
GOLIANO CHILDREN'S HOSPITAL AT STRO
CRITTENDEN BLVDROCHESTERNY14606NONEPUBLICMEDICAL CARE OF CHILDREN$3,650
JCF SO PALM BEACH COUNTY
9901 DONNA KLEIN BLVDBOCA RATONFL33428NONEPUBLICPUBLIC WELFRE$5,000
JEWISH COMMUNITY CENTER CAMPERSHIP
1200 EDGEWOOD AVENUEROCHESTERNY14618NONEPUBLICSUMMER CAMP FOR CHILDREN$5,000
ST CATHERINE OF SIENA CHURCH
26 MENDON-IONIA ROADMENDONNY14506NONEPUBLICWORSHIP IN CATHOLIC FAITH$800
STEPPING STONE LEARNING CENTER
41 COLEBROOK DRIVEROCHESTERNY14617NONEPUBLICCHILD CARE & EDUCATION$5,000
ROCHESTER MEMORIAL ART GALLERY
500 UNIVERSITY AVENUEROCHESTERNY14607NONEPUBLICART APPRECIATION AND EDUCATION$500
OPEN DOOR MISSION
156 PLYMOUTH AVENUEROCHESTERNY14602NONEPUBLICFEED THE HUNGRY$125
A CHICKEN FOR SHABBAT
1102 E 26TH STREETBROOKLYNNY11210NONEPUBLICFEED THE HUNGRY$234
AL SIGL CENTER
2299 SOUTH WINTON ROADROCHESTERNY14620NONEPUBLICHUMAN SERVICES$50
AMERICAN HEART FUND OF FLORIDA
7272 GREENVILLE AVENUEDALLASTX75231NONEPUBLICREVENTION OF HEART ATTACKS$100
GREATER BOSTON FOOD BANK
99 ATKINSON STREETBOSTONMA02118NONEPUBLICFEED THE HUNGRY$100
CROHN'S COLITIS FOUNDATION
733 THIRD AVENUE SUITE 510NEW YORKNY10017NONEPUBLICCURE FOR CROHN'S & COLITIS$1,000
DIOCESE OF CATHOLIC MINISTRIES
1011 FIRST AVENUENEW YORKNY10022NONEPUBLICWORSHIP IN CATHOLIC FAITH$50
CRYSTAL BEACH VOLUNTEER DEPARTMENT
4468 RTE 364CANANDAIGUANY14424NONEPUBLICVOLUNTEER FIRE DEPT$25
BOCA MUSEUM OF ART
501 PLAZA REALBOCA RATONFL33432NONEPUBLICART APPRECIATION$100
BOSTON CHILDRENS CHORUS
112 SHAWMUT AVENUEBOSTONMA02115NONEPUBLICUSIC TO UNITE DIVERSE GROUPS$150
CHEP
11E BLDG 82HPERRY POINTMD21902NONEPUBLICHEALTH & EDUCATION PROGRAM$300
BOY SCOUTS OF AMERICA
EAST AVENUEROCHESTERNY14607NONEPUBLICYOUTH DEVELOPMENT$150
CAMP GOOD DAYS HPPY TIMES
1332 PITTSFORD-MENDON ROADMENDONNY14506NONEPUBLICSUMMER CAMP FOR SICK CHILDREN$1,000
CHURCH OF THE TRANSFIGURATION
50 WEST BLOOMFIELD ROADPITTSFORDNY14534NONEPUBLICWORSHIP IN CATHOLIC FAITH$50
FRIENDS OF TITUS SPARROW PARK
20 HOLYEOKE STREETBOSTONMA02116NONEPUBLICAID FOR NEEDY CHILDREN$100
HABITAT FOR HUMANITY
755 CULVER ROADROCHESTERNY14609NONEPUBLICBUILDING HOMES FOR NEEDY$100
HONEOYE-MENDON VOLUNTEER AMBULANCE
POBOX 335HONEOYE FALLSNY14472NONEPUBLICVOLUNTEER FIR FIGHTING$50
JUVENILE DIABETES ASSOCIATION
26 BROADWAY 14TH FLOORNEW YORKNY10004NONEPUBLICRESEARCH FOR CURE FOR JUVENILE DIABETES$250
PIEDMONT COMMUNITY FOUNDATION
PO BOX 402MIDDLEBURGVA20118NONEPUBLICOMMUNITY GOOD$250
THYROID CANCER SERVICE ASSN INC
POBOX 964CHESTERFIELDMO63006NONEPUBLICTHYROID CANCER RESEARCH$200
U OFM SYLVESTER CANCER CENTER
1475 NW 12TH AVENUEMIAMIFL33136NONEPUBLICCANCER RESEARCH & CARE$250
UNIVERSITY OF ROCHESTER MEDICAL SCH
CRITTENDEN BLVDROCHESTERNY14620NONEPUBLICMEDICAL CARE & RESEARCH$500
ST JOHN FISHER COLLEGE
EAST AVENUEROCHESTERNY14618NONEPUBLICSCHOLARSHIP$500
NAZARETH COLLEGE
4500 EAST AVENUEROCHESTERNY14618NONEPUBLICSCHOLARSHIP$500
AMERICAN HEART FUND OF FLORIDA
7272 GRANVILLEDALLASTX75231NONEPUBLICHEALTH & EDUCATION FOR HEART PATIENTS$100
EMERSON COLLEGE ANNUAL FUND
120 BOYLESTON STREETBOSTONMA02116NONEPUBLICNCOURAGE EDUCATION$250
NORTHEASTERN UNIVERSITY
360 HUNTINGTON AVENUEBOSTONMA02115NONEPUBLICFURTHER HIGHER EDUCATION$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,839TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$196RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$262,549RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm-$9,548RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$253,197RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$253,197TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$7,000Amt
Net Investment Income$7,000NetInvestmentIncomeAmt
Adjusted Net Income$7,000AdjustedNetIncomeAmt
Disbursements Charitable Prps$7,000DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionINVESTMENT EXCHANGEDescription
Amount$13,517Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$57$57$57$57
BROKERAGE HOUSE SERVICE CHG$150$150$150$150
DIRECTORS BOARD MEETINGS$620$620$620$620
NYS REGISTRATION FEE$250$250$250$250

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCode
HARVEY B ERDLE
3015 S OCEAN BLVD 10DHIGHLAND BEACHFL33487
BRENDA E MOSS
4410 LIVE OAK BLVDDEL RAY BEACHFL33445

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