LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-09-25
- IRS object ID
- 201422689349100407
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-09-25T16:03:43-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341900735 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | 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 | 133877532 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION - C/O CBIZ MHM LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEON | BusinessNameControlTxt |
| Phone | 3055034200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HOWARD PRESANT | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125577200 | PhoneNum |
| Signature | 2014-09-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVE DANNER | PreparerPersonNm |
| PTIN | P00021233 | PTIN |
| Phone | 3055034200 | PhoneNum |
| 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 | $2,653,978 | 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 | $26,891 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,891 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $37,759 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,759 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $92,892 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $421,823 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $92,892 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $157,542 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $157,542 | 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 | $8,057 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,057 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,336 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,336 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $327 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $327 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $340 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $340 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,060 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $150,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,582 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $141,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $80,681 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,405 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,405 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $322,966 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $412,527 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $405,673 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,201,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,136,319 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,697,800 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $437,918 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,118 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $504,100 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $2,043,231 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,045,369 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,653,978 | 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 | $403,423 | RetainedEarningBOYAmt |
| Retained Earning EOY | $405,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,043,231 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,045,369 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,043,231 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,045,369 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,043,231 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,582 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,049,813 | SubtotalAmt |
| Other Decreases | $4,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,045,369 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CASH IN LIEU | P | 2012-11-14 | 2013-12-31 | $21 | $21 | $21 | |
| CONOCOPHILLIPS | 2009-11-18 | 2013-01-18 | $21,963 | $6,384 | $6,384 | $15,579 | |
| GENERAL ELECTRIC | 2006-01-31 | 2013-02-01 | $50,000 | $90 | $90 | $49,910 | |
| QUEST DIAGNOSTICS INC | 2012-07-06 | 2013-02-12 | $28,115 | -$1,790 | -$1,790 | $29,905 | |
| JP MORGAN | 2010-05-11 | 2013-04-24 | $7,473 | $952 | $952 | $6,521 | |
| UNION PACIFIC CORP | 2009-05-11 | 2013-04-24 | $18,371 | $12,138 | $12,138 | $6,233 | |
| TIFFANY & CO NEW | 2012-05-31 | 2013-03-26 | $21,644 | $3,912 | $3,912 | $17,732 | |
| ACCENTURE | 2009-10-21 | 2013-05-16 | $8,673 | $4,452 | $4,452 | $4,221 | |
| BLACKROCK INC | 2011-08-10 | 2013-05-16 | $18,617 | $8,879 | $8,879 | $9,738 | |
| BECTON DICKSON | 2004-03-11 | 2013-05-16 | $1,959 | $997 | $997 | $962 | |
| COCA COLA | 1997-08-15 | 2013-05-16 | $11,911 | $9,148 | $9,148 | $2,763 | |
| DISNEY | 2005-12-11 | 2013-05-16 | $12,585 | $8,170 | $8,170 | $4,415 | |
| JP MORGAN | 2010-05-11 | 2013-05-16 | $7,937 | $1,332 | $1,332 | $6,605 | |
| MICROSOFT | 2006-07-05 | 2013-05-16 | $8,676 | $2,545 | $2,545 | $6,131 | |
| NOVARTIS ADR | 2006-02-08 | 2013-05-16 | $5,332 | $1,360 | $1,360 | $3,972 | |
| PEPSICO | 1997-08-15 | 2013-05-16 | $8,500 | $6,801 | $6,801 | $1,699 | |
| PROCTOR & GAMBLE CO | 1997-08-15 | 2013-05-16 | $12,180 | $9,785 | $9,785 | $2,395 | |
| EATON CORP PLC | 2012-12-04 | 2013-05-16 | $17,994 | $3,668 | $3,668 | $14,326 | |
| APACHE | 2011-02-08 | 2013-08-07 | $24,373 | -$11,073 | -$11,073 | $35,446 | |
| APACHE | 2011-12-22 | 2013-08-07 | $12,186 | -$1,535 | -$1,535 | $13,721 | |
| MALLINCKRODT PLC | 2012-02-27 | 2013-09-10 | $5,117 | $891 | $891 | $4,226 | |
| MICROSOFT | 2009-07-05 | 2013-09-10 | $50,027 | $15,034 | $15,034 | $34,993 | |
| DISNEY | 2009-04-24 | 2013-10-30 | $6,589 | $4,629 | $4,629 | $1,960 | |
| INTL BUSINESS MACHINES | 2010-04-28 | 2013-10-30 | $13,497 | $3,713 | $3,713 | $9,784 | |
| INTL BUSINESS MACHINES | 2010-09-07 | 2013-10-30 | $720 | $212 | $212 | $508 | |
| NOVARTIS ADR | 2006-02-08 | 2013-10-30 | $7,363 | $2,177 | $2,177 | $5,186 | |
| BANK OF NOVA SCOTIA | 2011-02-22 | 2013-12-17 | $40,000 | $0 | $0 | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $92,892 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $97,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,373,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041202 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,363,306 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $109,880 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,277,443 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048247 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,264 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,037,603 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059513 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $176,865 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,574,180 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.068707 | DistributionYr5Rt |
| Total Distribution | 0.276023 | TotalDistributionRt |
| Average Distribution | 0.055205 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,504,884 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $138,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,415 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $139,697 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $134,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,830 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,830 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,860 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,030 | OverpaymentAmt |
| Applied To ES Tax | $3,030 | 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 | 3055034200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | 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
| 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 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10158 | ZIPCode |
| 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 | $2,503,582 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,543,029 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,543,029 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,145 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,504,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $125,244 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $125,244 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,830 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,830 | TotalTaxAmt |
| Distributable Before Adj | $122,414 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $122,414 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $122,414 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $134,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $122,414 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,096 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $24,846 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $23,437 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $63,379 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,414 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,486 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $75,865 | 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 | $15,096 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $60,769 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,846 | ExcessFromYear4Amt |
| Excess From Year2 | $23,437 | ExcessFromYear2Amt |
| Excess From Current Year | $12,486 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | N/A | 501(C)(3) | EDUCATION | $250 | |
| ALUMNI ASSOCIATION OF CC OF NY | ||||||||
| PO BOX 177 | NEW YORK | NY | 10027 | N/A | 501(C)(3) | EDUCATION | $3,500 | |
| AMERICAN WOMEN INTERNATIONAL UNDERSTAND | ||||||||
| PO BOX 60741 | SANTA BARBARA | CA | 93160 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,500 | |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | ||||||||
| 71 LINCOLN AVENUE | NEW ROCHELLE | NY | 10801 | N/A | 501(C)(3) | RELIGIOUS | $250 | |
| BROOKLYN COMMUNITY SERVICES | ||||||||
| 285 SCHERMERHORM STREET | BROOKLYN | NY | 11217 | N/A | 501(C)(3) | SOCIAL/WELFARE | $100 | |
| BROOKLYN HOUSING & FAMILY SERVICES | ||||||||
| 415 ALBERMARIE ROAD | BROOKLYN | NY | 11218 | N/A | 501(C)(3) | SOCIAL/WELFARE | $200 | |
| CEI-PEA | ||||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $10,000 | |
| CHABAD LUBAVITCH OF THE PANHANDLE | ||||||||
| 2601 NORTH MERIDIAN ROAD | TALLAHASSEE | FL | 32303 | N/A | 501(C)(3) | EDUCATION | $3,350 | |
| CITY HARVEST INC | ||||||||
| 575 EIGHTH AVE 4TH FLOOR | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 | |
| CITY MEALS ON WHEELS | ||||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL/WELFARE | $10,000 | |
| COAST GUARD FOUNDATION | ||||||||
| 394 TAUGWONK ROAD | STOINGTON | CT | 06378 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 | |
| CORO NEW YORK LEADERSHIP CENTER INC | ||||||||
| 42 BROADWAY SUITE 1827 | NEW YORK | NY | 10004 | N/A | 501(C)(3) | EDUCATION | $500 | |
| DOROT | ||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 | |
| EMERALD ISLE IMMIGRATION CENTER | ||||||||
| 5926 WOODSIDE AVE | FLUSHING | NY | 11377 | N/A | 501(C)(3) | SOCIAL/WELFARE | $300 | |
| FAULK CENTER FOR COUNSELING | ||||||||
| 2245 BOCA RIO ROAD | BOCA RATON | FL | 33433 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 | |
| FEDERATION OF CHIANS CULTURAL | ||||||||
| 4401 BROADWAY | ASTORIA | NY | 111031918 | N/A | 501(C)(3) | EDUCATION | $250 | |
| 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 | $100 | |
| FRIARS FOUNDATION | ||||||||
| 57 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | EDUCATION | $1,500 | |
| FRIENDS OF ISRAELI DYSANTO | ||||||||
| 30 NORTH LASALLE STREET SUITE 4300 | CHICAGO | IL | 606022584 | N/A | 501(C)(3) | SOCIAL/WELFARE | $250 | |
| FUTURES IN ED | ||||||||
| 243 PROSPECT PARK WEST | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | EDUCATION | $250 | |
| GREATER NY COUNCIL BOY SCOUTS | ||||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | 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 | $250 | |
| HEART SHARE HUMAN SERVICES | ||||||||
| 12 METRO TECH CENTER 29TH FLOOR | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $300 | |
| HELEN KELLER SERVICE FOR THE BLIND | ||||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,500 | |
| HELLENIC CLASSICAL CHARTER SCHOOL | ||||||||
| 646 5TH AVENUE | BROOKLYN | NY | 11215 | N/A | 501(C)(3) | EDUCATION | $3,300 | |
| HERZ KOMEN CT AVON BREAST WALK | ||||||||
| 74 BATTERSON PARK ROAD | FARMINGTON | CT | 06032 | N/A | 501(C)(3) | SCIENTIFIC | $200 | |
| KIMISIS THEOTOKOU CHURCH | ||||||||
| PO BOX 367 | HOLMDEL | NJ | 07733 | N/A | 501(C)(3) | RELIGIOUS | $600 | |
| LONG ISLAND ARTS COUNCIL | ||||||||
| 130 E MERRICK RD | FREEPORT | NY | 11520 | N/A | 501(C)(3) | ART | $2,250 | |
| LUBAVITCH CHABAD JEWISH CENTER | ||||||||
| 2021 BW 5TH AVENUE | GAINSVILLE | FL | 32603 | N/A | 501(C)(3) | RELIGIOUS | $3,350 | |
| MANHATTAN JEWISH STUDENT CENTER | ||||||||
| 236 W 23RD STREET | NEW YORK | NY | 10011 | N/A | 501(C)(3) | EDUCATION | $500 | |
| MOUNT SINAI CRYSTAL PARTY | ||||||||
| ONE GUSTAVE L LEVY PL BOX 1223 | NEW YORK | NY | 10029 | N/A | 501(C)(3) | SCIENTIFIC | $500 | |
| MT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON ROAD SUITE 100 | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $50,000 | |
| NORTHEASTERN KIDNEY FOUNDATION | ||||||||
| 99 TROY ROAD | EAST GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCIENTIFIC | $500 | |
| NYC FIREFIGHTERS DISASTER RELIEF | ||||||||
| 204 EAST 23RD STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SOCIAL/WELFARE | $300 | |
| NYU LANGONE | ||||||||
| 550 FORST AVENUE | NEW YORK | NY | 10016 | N/A | 501(C)(3) | EDUCATION | $3,500 | |
| NYU UROLOGY RESEARCH | ||||||||
| LANGONE MEDICAL CENTER 550 1ST | NEW YORK | NY | 100166402 | N/A | 501(C)(3) | EDUCATION | $2,500 | AVENUE |
| PALLADIA INC | ||||||||
| 2006 MADISON AVE | NEW YORK | NY | 10035 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,500 | |
| QUEENS LIBRARY FOUNDATION | ||||||||
| 89-11 MERRICK BLVD | JAMACA | NY | 11432 | N/A | 501(C)(3) | EDUCATION | $2,500 | |
| RD 12 FUND FOR LIGHT | ||||||||
| PO BOX 161481 | BOILING SPRINGS | CO | 29316 | N/A | 501(C)(3) | SOCIAL/WELFARE | $3,000 | |
| ST PATRICK'S CHURCH | ||||||||
| STATE ROAD | BEDFORD | NY | 10506 | N/A | 501(C)(3) | RELIGIOUS | $1,000 | |
| TEMPLE EMANUEL OF WESTCHESTER | ||||||||
| 2125 WESTCHESTER AVE | EAST RYE | NY | 10580 | N/A | 501(C)(3) | RELIGIOUS | $2,200 | |
| THE AMERICAN ART MUSEUM | ||||||||
| 750 9TH STREET NW STE 3100 | WASHINGTON | DC | 20001 | N/A | 501(C)(3) | ART | $50 | |
| THE COMMUNITY SERVICE SOCIETY OF NY | ||||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SOCIAL/WELFARE | $500 | |
| THE GUILD FOR EXCEPTIONAL CHILDREN | ||||||||
| 260 68TH STREET | BROOKLYN | NY | 112205201 | N/A | 501(C)(3) | EDUCATION | $400 | |
| THE HAGENDORN LITTLE VILLAGE | ||||||||
| 750 HICKSVILLE ROAD | SEAFORD | NY | 11783 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,250 | |
| THE MARC A ZAINCHELLI SCHOLARSHIP | ||||||||
| 954 THIRD AVE 434 | NEW YORK | NY | 10022 | N/A | 501(C)(3) | EDUCATION | $1,000 | |
| TOWN HALL FOUNDATION INC | ||||||||
| 123 W 43RD STREET | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL/WELFARE | $2,000 | |
| UGC FOUNDATION - UNITED HEBREW FOUNDATION | ||||||||
| 391 PELHAM ROAD | NEW ROCHELLE | NY | 10805 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 | |
| UNITED HEBREW GERIATRIC CENTER | ||||||||
| 60 WILLOW DRIVE | NEW ROCHELLE | NY | 108052307 | N/A | 501(C)(3) | SOCIAL/WELFARE | $1,000 | |
| UNITED JEWISH APPEAL | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | RELIGIOUS | $250 | |
| USF FOUNDATION INC | ||||||||
| 4202 EAST FOWLER AVE ALC 100 | TAMPA | FL | 33620 | N/A | 501(C)(3) | EDUCATION | $500 | |
| WESTCHESTER JEWISH COUNCIL | ||||||||
| 701 WESTCHESTER AVE SUITE 203-E | WHITE PLAINS | NY | 10604 | N/A | 501(C)(3) | RELIGIOUS | $400 | |
| XAVERIAN HS | ||||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $250 | |
| YAI | ||||||||
| 320 WEST 13TH STREET 2 | NEW YORK | NY | 10014 | N/A | 501(C)(3) | SOCIAL/WELFARE | $4,000 | |
| YOUNG ISRAEL OF OCEANSIDE | ||||||||
| 150 WAUKENA AVENUE | OCEANSIDE | NY | 11572 | N/A | 501(C)(3) | RELIGIOUS | $1,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,900 | 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 | $26,891 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,759 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $92,892 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $157,542 | 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 | $8,057 | Amt |
| Net Investment Income | $8,057 | 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 | $450,118 | EOYBookValueAmt |
| EOYFMV | $504,100 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,136,319 | EOYBookValueAmt |
| EOYFMV | $1,697,800 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $412,527 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $405,673 | 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) |
|---|---|---|
| Description | EXCISE TAX EXPENSE | Description |
| Amount | $4,444 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANKING FEES | $155 | $155 | $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 | $7,336 | Amt |
| Net Investment Income | $7,336 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $327 | Amt |
| Net Investment Income | $327 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments