GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-19
IRS object ID
201402319349100300
Schema version
2013v3.0
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)
Return2014-08-19T07:59:51-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

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 PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1505 SOUTH FLAGLER DR 900AddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code334015948ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134033630EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLADYS & SY ZIV FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlGLADBusinessNameControlTxt
Phone5618028960PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O KOCHMAN ZISKA PLC 222 LAKEVIEWAddressLine1
Address Line2AV NO 1500AddressLine2
CityWEST PALM BEACHCity
StateFLState
ZIP Code33401ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRONALD S KOCHMANPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone5618028960PhoneNum
Signature2014-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJOEL H LEVINEPreparerPersonNm
PTINP00085421PTIN
Phone5618329292PhoneNum
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$2,891,898FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$387,410ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$63,426DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,426DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$435,090NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,804,995GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$435,090CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$885,926TotalRevAndExpnssAmt
Total Net Invst Incm$498,516TotalNetInvstIncmAmt
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$2,706LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$1,353LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,353LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,285AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,143AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,143AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$4,332TaxesRevAndExpnssAmt
Taxes Net Invst Incm$815TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$16,033OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$16,033OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$31,356TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$22,344TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$5,496TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$127,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$127,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,856TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$22,344TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$132,996TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$727,070ExcessRevenueOverExpensesAmt
Net Investment Income$476,172NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$108,941CashBOYAmt
Cash EOY$63,886CashEOYAmt
Cash EOYFMV$63,886CashEOYFMVAmt
US Government Obligations BOY$233,916USGovernmentObligationsBOYAmt
Corporate Stock BOY$1,725,070CorporateStockBOYAmt
Corporate Stock EOY$2,729,347CorporateStockEOYAmt
Corporate Stock EOYFMV$2,828,012CorporateStockEOYFMVAmt
Total Assets BOY$2,067,927TotalAssetsBOYAmt
Total Assets EOY$2,793,233TotalAssetsEOYAmt
Total Assets EOYFMV$2,891,898TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$960,558CapitalStockBOYAmt
Capital Stock EOY$2,067,927CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,107,369RetainedEarningBOYAmt
Retained Earning EOY$725,306RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,067,927TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,793,233TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,067,927TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,793,233TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,067,927TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$727,070ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,794,997SubtotalAmt
Other Decreases$1,764OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,793,233TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
WELLS FARGO - 4406$862,166$806,597$55,569$55,569
WELLS FARGO - 4406 - SEE ATTACHED$468$428$40$40
WELLS FARGO - 4406$316,960$268,796$48,164$48,164
WELLS FARGO - 4406 - SEE ATTACHED$1,077,565$809,098$268,467$268,467
WELLS FARGO - 4406 - SEE ATTACHED$100,926$81,312$19,614$19,614
WELLS FARGO - 0715$404,366$403,674$692$692
CAPITAL GAINS DIVIDENDS$42,544$42,544$42,544P
FieldValueIRS element (for citing)
Capital Gain Net Income$435,090CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$124,732AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,243,196NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055605DistributionYr1Rt
Adjusted Qlfy Distri Yr2$55,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$672,533NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.081780DistributionYr2Rt
Adjusted Qlfy Distri Yr3$79,879AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$667,369NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.119692DistributionYr3Rt
Adjusted Qlfy Distri Yr4$93,721AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$673,170NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.139223DistributionYr4Rt
Adjusted Qlfy Distri Yr5$121,213AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$860,789NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.140816DistributionYr5Rt
Total Distribution0.537116TotalDistributionRt
Average Distribution0.107423AverageDistributionRt
Net Vl Noncharitable Assets$2,735,056NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$293,808AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$4,762NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$298,570AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$132,996QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,523InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,523SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,523TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$12,000AppliedToEsTaxAmt
Total Payments And Credits$13,160TotalPaymentsAndCreditsAmt
Es Penalty$21EsPenaltyAmt
Overpayment$3,616OverpaymentAmt
Applied To ES Tax$3,616AppliedToESTaxAmt
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 1500AddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33401ZIPCode
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 1500AddressLine1
CityWEST PALM BEACHCity
StateFLState
ZIP Code33401ZIPCode
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos0.00AverageHrsPerWkDevotedToPosRt
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$2,608,678AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$168,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,776,707TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,776,707AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$41,651CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,735,056NetVlNoncharitableAssetsAmt
Minimum Investment Return$136,753MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$136,753MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,523TaxBasedOnInvestmentIncomeAmt
Total Tax$9,523TotalTaxAmt
Distributable Before Adj$127,230DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$127,230DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$127,230DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$132,996ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$132,996QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$132,996AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$127,230DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$78,748ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$60,621ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$46,753ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$22,175ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$14,892ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$223,189TotalExcessDistributionCyovAmt
Qualifying Distributions$132,996QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$127,230AppliedToCurrentYearAmt
Remaining Distri From Corpus$5,766RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$228,955TotalCorpusAmt
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$78,748ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$150,207ExcessDistriCyovToNextYrAmt
Excess From Year4$60,621ExcessFromYear4Amt
Excess From Year3$46,753ExcessFromYear3Amt
Excess From Year2$22,175ExcessFromYear2Amt
Excess From Year1$14,892ExcessFromYear1Amt
Excess From Current Year$5,766ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BRANDEIS UNIVERSITY
415 SOUTH STWALTHAMMA02453NONEPUBLIC CHARITYGENERAL PURPOSE$25,000
BRIGHAM & WOMENS HOSPITAL
45 FRANCIS STBOSTONMA02115NONEPUBLIC CHARITYGENERAL PURPOSE$25,000
CROHN'S & COLITIS FOUNDATION
PO BOX 1245ALBERT LEAMN56007NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
DANA-FARBER CANCER INSTITUTE
450 BROOKLINE AVEBOSTONMA02215NONEPUBLIC CHARITYGENERAL PURPOSE$10,000
EASTER SEALS
1475 NW 14TH AVEMIAMIFL33125NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
HAMILTON COLLEGE
198 COLLEGE HILL ROADCLINTONNY13323NONEPUBLIC CHARITYGENERAL PURPOSE$2,500
MAYO CLINIC
200 FIRST STREET SWROCHESTERMN55905NONEPUBLIC CHARITYGENERAL PURPOSE$25,000
MORSELIFE FDN
4920 LORING DRIVEWEST PALM BEACHFL33417NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
PALM BEACH OPERA
415 S OLIVE AVEWEST PALM BEACHFL33401NONEPUBLIC CHARITYGENERAL PURPOSE$25,000
UNIVERSITY OF PA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPUBLIC CHARITYGENERAL PURPOSE$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$127,500TotalGrantOrContriPdDurYrAmt
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$63,426ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$435,090ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$498,516ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$498,516TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1CityContributorUSAddress/CityStateContributorUSAddress/StateZIP CodeContributorUSAddress/ZIPCodeTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionIndNoncash ContributionNoncashContributionInd
ESTATE OF SEYMORE ZIV
1222 LAKEVIEW AVE SUITE 1500WEST PALM BEACHFL33401$150,000Yes (X)
ARTICLE IV TRUST FBO MARY SHERMAN
2222 LAKEVIEW AVE SUITE 1500WEST PALM BEACHFL33401$237,410Yes (X)Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor2ContributorNum
Noncash PropertySTOCKNoncashPropertyDesc
Fair Market Value$249,150FairMarketValueAmt
Received2013-03-22ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,285Amt
Net Investment Income$4,143NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,143DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMUTUAL FUNDSStockNm
EOY Book Value$2,729,347EOYBookValueAmt
EOYFMV$2,828,012EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryPROFESSIONAL FEES/ACCOUNTING FEESCategoryTxt
Legal Fees$2,706LegalFeesAmt
Net Investment Income$1,353NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,353DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescriptionPRIOR YEAR ADJUSTMENTDescription
Amount$1,764Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT EXPENSES$115$115$0
MARGIN INTEREST EXPENSE$617$617$0
ADVISORY FEES$15,301$15,301$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES$3,517$0$0
FOREIGN TAX WITHHELD$815$815$0

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