THE@ETHEL AND HARRY RECKSON FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE@ETHEL AND HARRY RECKSON FOUNDATION INC (EIN 20-5120699)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-14
- IRS object ID
- 201413189349100831
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-14T10:52:00-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205120699 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ETHEL AND HARRY RECKSON FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MICHAEL SPRITZER | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ETHE | BusinessNameControlTxt |
| Phone | 7866936300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33134 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL SPRITZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7866936300 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL SPRITZER CPA | PreparerPersonNm |
| PTIN | P00180863 | PTIN |
| Phone | 7866936300 | PhoneNum |
| Preparation | 2014-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,420,214 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $43,946 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,946 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $81,964 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $81,964 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $11,894 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $448,965 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,944,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $448,965 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $574,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $574,875 | 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 |
| Legal Fees Rev And Expnss | $9,914 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,914 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,236 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,381 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,855 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $18,894 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,539 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $20,539 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $28,163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,914 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,807 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $92,642 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,165 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $336,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $336,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $432,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $92,642 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $339,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $142,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $482,233 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $397,423 | CashBOYAmt |
| Cash EOY | $796,566 | CashEOYAmt |
| Cash EOYFMV | $796,566 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $93,779 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,790 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,790 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $58,146 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $58,146 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $58,146 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $840,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $917,323 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,038,563 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $704,172 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $126,569 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,258,938 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $577,603 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $577,603 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $569,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $918,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $914,546 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,160,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,303,232 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,420,214 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $805 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $945 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $945 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,159,719 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,302,287 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,159,719 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,287 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,160,524 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,303,232 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,159,719 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $142,568 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,302,287 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,302,287 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COMMERCIAL RENTAL MEDLEY | P | 2013-05-30 | $975,000 | $145,242 | $874,148 | $246,094 | $246,094 |
| PUBLICLY TRADED SECURITIES | $1,959,272 | $1,766,662 | $192,610 | $192,610 | |||
| CAPITAL GAINS DIVIDENDS | P | $10,261 | $10,261 | $10,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $448,965 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $310,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,259,932 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095188 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $235,800 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,549,342 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066435 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $220,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,148,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $155,017 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,068,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038103 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,167 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,351,367 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042784 | DistributionYr5Rt |
| Total Distribution | 0.295757 | TotalDistributionRt |
| Average Distribution | 0.059151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,047,452 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $180,260 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,822 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $185,082 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $339,665 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,822 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,822 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,822 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,551 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $10,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $11,551 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,729 | OverpaymentAmt |
| Applied To ES Tax | $6,729 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7866936300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2525 PONCE DE LEON BLVD SUITE 1040 | AddressLine1 |
| City | CORAL GABLES | City |
| State | FL | State |
| ZIP Code | 33134 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL SPRITZER | ||||||||
| 2525 PONCE DE LEON BLVD SUITE 1040 | CORAL GABLES | FL | 33134 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| MARJORIE A BARON | ||||||||
| 2525 PONCE DE LEON BLVD SUITE 1040 | CORAL GABLES | FL | 33134 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| DENNIS GINSBURG | ||||||||
| 1500 SAN REMO AVENUE-SUITE 105 | CORAL GABLES | FL | 33146 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $1,712,814 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $803,443 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $577,603 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,093,860 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,093,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $46,408 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,047,452 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $152,373 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $152,373 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,822 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,822 | TotalTaxAmt |
| Distributable Before Adj | $147,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $339,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $339,665 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,822 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $334,843 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $15,343 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $59,626 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $149,380 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,349 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $339,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $192,114 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $416,463 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $416,463 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $15,343 | ExcessFromYear3Amt |
| Excess From Year2 | $59,626 | ExcessFromYear2Amt |
| Excess From Year1 | $149,380 | ExcessFromYear1Amt |
| Excess From Current Year | $192,114 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| CANCER SUPPORT COMMUNITY GREATER MIAMI | |||||||
| 8609 SOUTH DIXIE HIGHWAY | MIAMI | FL | 33143 | OTHER PUBLIC CHARITY | PROVIDER OF FREE PROGRAMS OF SUPPORT AND EDUCATION TO CANCER PATIENTS AND THEIR FAMILIES | $500 | |
| CENTER FOR THE ADVANCEMENT OF JEWISH EDUCATION | |||||||
| 4200 BISCAYNE BOULEVARD 1ST FLOOR | MIAMI | FL | 33137 | OTHER PUBLIC CHARITY | EDUCATING TEENS TO COME TO A DEEPER UNDERSTANDING OF THE HOLOCUAST AND OF THE PLACE THAT THE STATE OF ISRAEL PLAYS IN THEIR LIVES. | $5,000 | |
| HEBREW UNION COLLEGE | |||||||
| BROOKDALE CENTER ONE WEST FOURTH | NEW YORK | NY | 10012 | OTHER PUBLIC CHARITY | HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION SCHOLARSHIP ASSISTANCE FUND FOR PROVIDING RELIGIOUS LEADERSHIP TO THE JEWISH PEOPLE. | $16,000 | STREET |
| MARCH OF DIMES | |||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | OTHER PUBLIC CHARITY | IMPROVE THE HEALTH OF ALL BABIES | $5,000 | |
| MCCJ - MIAMI COALITION OF CHRISTIANS AND JEWS | |||||||
| 150 SE 2ND AVE 411 | MIAMI | FL | 33131 | OTHER PUBLIC CHARITY | METRO TOWN SCHOLARSHIPS PROVIDING YOUTH WITH TOOLS TO IDENTIFY PREJUDICE AND RECOGNIZE THEIR OWN PRIVILEGES, RIGHTS, AND RESPONSIBILITIES. | $4,000 | |
| MICHAEL ANN RUSSELL JEWISH COMMUNITY CENTER | |||||||
| 18900 NEW 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | OTHER PUBLIC CHARITY | FOR THE ENRICHMENT OF JEWISH LIFE AND TO FOSTER THE SPIRITUAL, EMOTIONAL, AND PHYSICAL DEVELOPMENT OF ITS INDIVIDUAL MEMBERS. | $25,000 | |
| PEREZ ART MUSEUM MIAMI | |||||||
| 1103 BISCAYNE BOULEVARD | MIAMI | FL | 33132 | OTHER PUBLIC CHARITY | OUTREACH PROGRAMS ACROSS MIAMI-DADE COUNTY INCLUDING AFTER-SCHOOL PROGRAM FOR TEENS AND FREE EDUCATION PROGRAMS AND ART WORKSHOPS TO UNDERSERVED COMMUNITIES. | $100,000 | |
| SCHECK HILLEL COMMUNITY | |||||||
| 19000 NE 25TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | OTHER PUBLIC CHARITY | AN EARLY CHILDHOOD THROUGH GRADE 12 PRIVATE JEWISH SCHOOL FOR DELIVERING JEWISH EDUCATION TO JEWISH CHILDREN | $5,000 | |
| SCOTTS CREEK SCHOOL | |||||||
| 516 PARRIS BRANCH RD | SYLVA | NC | 28779 | OTHER PUBLIC CHARITY | NORTH CAROLINA PUBLIC SCHOOL READING PROGRAM FOR YOUNG CHILDREN. | $2,500 | |
| ST BALDRICK'S FOUNDATION | |||||||
| 1333 S MAYFLOWER AVENUE SUITE 400 | MONROVIA | CA | 91016 | OTHER PUBLIC CHARITY | HELPING INFANTS, CHILDREN, TEENS AND YOUNG ADULTS FIGHT CANCER | $1,000 | |
| TEACH FOR AMERICA | |||||||
| 3250 NE 1ST AVENUE SUITE 212 | MIAMI | FL | 33137 | OTHER PUBLIC CHARITY | SUPPORTING HIGH QUALITY EDUCATION | $25,000 | |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 33140 | OTHER PUBLIC CHARITY | FAMILY PROGRAMS | $75,000 | |
| THE SOCIAL COG | |||||||
| 540 W 51ST TERRACE | MIAMI BEACH | FL | 33140 | OTHER PUBLIC CHARITY | AN ORGANIZATION CREATED TO ADDRESS A PREVIOUSLY UNMET NEED FOR INDEPENDENTLY FUNCTIONING ADULTS WITH DEVELOPMENTAL AND LEARNING DISABILITIES. THE SOCIAL COG CREATES CONNECTIONS AND COMMUNITY FOR THE PARTICIPANTS. | $5,000 | |
| THE VICTORY CENTER FOR AUTISM AND RELATED DISABILITIES | |||||||
| 18900 NEW 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | OTHER PUBLIC CHARITY | A FLORIDA NON-SECTARIAN, NOT-FOR-PROFIT CORPORATION, THAT PROVIDES CHILDREN WITH AUTISM AND SIMILAR DISORDERS COMPREHENSIVE INDIVIDUALIZED TREATMENT WITH A 1:1, 2:1 AND 3:1 STUDENT/TEACHER RATIO, IN A UNIQUE CLASSROOM SETTING. | $5,000 | |
| TULANE UNIVERSITY | |||||||
| 131 SOUTH ROBERTSON STREET | NEW ORLEANS | LA | 70112 | OTHER PUBLIC CHARITY | FOR THE TULANE SCHOOL OF MEDICINE TO CONTINUE TO ADVANCE ITS MISSION OF EDUCATION, RESEARCH, PATIENT CARE, AND SERVICE TO THE NEW ORLEANS COMMUNITY. PATIENTS FROM THE SURROUNDING AREA NOW HAVE ACCESS TO QUALITY HEALTH CARE IN A CONVENIENT CENTRAL LOCATION BECAUSE OF TWO NEW COMMUNITY CENTERS | $10,000 | |
| UNIVERSITY OF FLORIDA FOUNDATION | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | OTHER PUBLIC CHARITY | CENTER FOR AUTISM FUND | $25,000 | |
| UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | OTHER PUBLIC CHARITY | CENTER FOR COMPLEMENTARY AND INTEGRATIVE MEDICINE DEDICATED TO CREATING HEALTHY SOLUTIONS FOR THE MIND AND BODY | $25,000 | |
| WOMENS CANCER ASSOCIATON OF THE UNIVERSITY OF MIAMI | |||||||
| 1350 WEST FLAGLER STREET | MIAMI | FL | 33135 | OTHER PUBLIC CHARITY | PROVIDING GRANTS FOR CUTTING-EDGE CANCER TREATMENT AND RESEARCH THROUGH THE UNIVERSITY OF MIAMI MILLER SCHOOL OF MEDICINE | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $336,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,946 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $11,894 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $448,965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $504,805 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $504,805 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNTING FEES | $5,470 | $2,615 | $2,855 |
| ACCOUNTING FEES | $3,636 | $3,636 | $0 |
| ACCOUNTING FEES | $9,130 | $9,130 | $0 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| ETHEL'S TRUST BUILDING MEDLEY | 2002-04-14 | $220,000 | $60,406 | SL | 39.000000000000 | $0 | $2,100 | |
| ETHEL'S TRUST LAND MEDLEY | 2002-04-14 | $55,000 | NC | $0 | $0 | 0.000000000000 | ||
| HARRY RECKSON STEP UP BUILDING MEDLEY | 2006-03-24 | $420,000 | $72,703 | SL | 39.000000000000 | $0 | $3,995 | |
| HARRY RECKSON STEP UP LAND MEDLEY | 2006-03-24 | $105,000 | NC | $0 | $0 | 0.000000000000 | ||
| ETHEL RECKSON TRUST BLDG. HIALEAH | 2002-04-14 | $144,000 | $39,537 | SL | 39.000000000000 | $3,692 | $3,692 | |
| ETHEL RECKSON TRUST LAND HIALEAH | 2002-04-14 | $36,000 | NC | $0 | $0 | 0.000000000000 | ||
| HARRY RECKSON TRUST STEP UP BLDG HIALEAH | 2006-03-24 | $419,338 | $72,588 | SL | 39.000000000000 | $10,752 | $10,752 | |
| HARRY RECKSON TRUST STEP UP LAND | 2006-03-24 | $104,834 | NC | $0 | $0 | 0.000000000000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US EQUITY | StockNm |
| EOY Book Value | $917,323 | EOYBookValueAmt |
| EOYFMV | $1,038,563 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| ETHEL RECKSON TRUST BLDG. HIALEAH | $144,000 | $43,229 | $100,771 |
| ETHEL RECKSON TRUST LAND HIALEAH | $36,000 | $0 | $36,000 |
| HARRY RECKSON TRUST STEP UP BLDG HIALEAH | $419,338 | $83,340 | $335,998 |
| HARRY RECKSON TRUST STEP UP LAND | $104,834 | $0 | $104,834 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FIXED INCOME | AT COST | $630,000 | $625,710 |
| OTHER | AT COST | $261,514 | $261,546 |
| INVESTMENT - MAITLAND BLVD APT | AT COST | $27,290 | $27,290 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $1,449 | $1,449 | $0 |
| LEGAL FEES | $8,465 | $8,465 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $249 | $0 | $249 |
| INVESTMENT MANAGEMENT FEES | $19,177 | $19,177 | $0 |
| BANK SERVICE CHARGES | $18 | $18 | $0 |
| INSURANCE | $2,013 | $2,013 | $0 |
| LICENSES AND PERMITS | $100 | $100 | $0 |
| BANK SERVICE CHARGES | $6 | $6 | $0 |
| REPAIRS | $6,038 | $6,038 | $0 |
| UTILITIES | $562 | $562 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SALES TAX PAYABLE | Desc |
| BOY Book Value | $805 | BOYBookValueAmt |
| EOY Book Value | $945 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID ON DIVIDENDS | $780 | $780 | $0 |
| STATE ANNUAL FILING FEE | $61 | $0 | $61 |
| OTHER TAXES | $208 | $208 | $0 |
| REAL ESTATE TAXES | $5,342 | $5,342 | $0 |
| OTHER TAXES | $208 | $208 | $0 |
| REAL ESTATE TAXES | $12,356 | $12,356 | $0 |
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