RCHN COMMUNITY HEALTH FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RCHN COMMUNITY HEALTH FOUNDATION INC (EIN 13-3759663)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201443179349100409
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T09:22:24-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10036 | 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 | 133759663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RCHN COMMUNITY HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RCHN | BusinessNameControlTxt |
| Phone | 2122461122 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 BROADWAY SUITE 1502 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FEYGELE JACOBS | PersonNm |
| Person Title | PRES & CEO | PersonTitleTxt |
| Phone | 2122461122 | PhoneNum |
| Signature | 2014-10-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 2122970400 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,000,081 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,290 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,290 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,746,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,746,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,848 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,704,894 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,848 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,926,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,926,030 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $887,978 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $386,495 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $501,483 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $348,110 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $123,236 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $248,791 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $792,588 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $109,745 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $203,434 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $113,316 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $86,710 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,606 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $42,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,175 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $370,199 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $196,655 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,544 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,555 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $16,155 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $314,188 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $314,188 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $510,959 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $209,493 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $301,466 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $68,910 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $68,910 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,323 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,161 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,162 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $212,022 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $56,511 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $155,511 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,720,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,542,874 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,695,082 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,403,674 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,482,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,124,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,542,874 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,177,550 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,198,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $383,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,948,459 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,586,718 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,586,718 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $108,428 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $332,679 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $332,679 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,494,433 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,757,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,757,328 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,498,314 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,469,284 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,469,284 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,761,966 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $14,993,180 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,993,180 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,085,591 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,235,210 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,159,182 | LandBOYAmt |
| Land EOY | $850,381 | LandEOYAmt |
| Land EOYFMV | $850,381 | LandEOYFMVAmt |
| Other Assets BOY | $5,218 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,511 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,511 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $30,976,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,000,081 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,000,081 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,439,318 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,958,878 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $68,382 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $48,577 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,507,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,007,455 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $29,468,300 | UnrestrictedBOYAmt |
| Unrestricted EOY | $27,992,626 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,468,300 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,992,626 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,976,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,000,081 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,468,300 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,198,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,722,818 | OtherIncreasesAmt |
| Subtotal | $27,992,626 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,992,626 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | AcquiredAcquiredDt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|
| COMMUNITY HEALTH VENTURES | P | $53,684 | -$53,684 | -$53,684 | |||
| PUBLICLY TRADED SECURITIES | $7,473,362 | $225,532 | $225,532 | $7,698,894 | |||
| SALE OF FIXED ASSETS | P | $43,150 | $6,000 | $6,000 | $6,000 | 2002-05-15 | $43,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,848 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,034,403 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $29,636,227 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.136131 | DistributionYr1Rt |
| Total Distribution | 0.136131 | TotalDistributionRt |
| Average Distribution | 0.136131 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,970,934 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,807,711 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,832 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,811,543 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,177,550 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,663 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,663 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,663 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,120 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $9,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $29,120 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,457 | OverpaymentAmt |
| Applied To ES Tax | $21,457 | 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 | NY | 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 | WWW.RCHNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | IGOR GOLDENBERG | IndividualWithBooksNm |
| Phone | 2122461122 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 BROADWAY SUITE 1502 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10006 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| FEYGELE JACOBS | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | PRESIDENT & CEO | 35.00 | $265,497 | $84,833 | $0 |
| IGOR GOLDENBERG | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | CFO | 35.00 | $150,964 | $5,710 | $0 |
| JULIO BELLBER | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | PRESIDENT THROUGH 9/2013 | 35.00 | $471,517 | $51,916 | $0 |
| LONNY REISMAN MD | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MARTIN ZUCKERMAN ESQ | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| SAMUEL DANIEL MD | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | VICE CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| SARA ROSENBAUM ESQ | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | CHAIRPERSON | 1.00 | $0 | $0 | $0 |
| THOMAS VAN COVERDEN | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BARBARA ALLEN | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | FINANCE MANAGER | 35.00 | $110,496 | $30,925 | $0 |
| DAVID HARTZBAND | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | TECHNOLOGY RESERACH | 20.00 | $105,262 | $24,089 | $0 |
| MARJORIE BOMSON | ||||||||
| 55 BROADWAY SUITE 1502 | NEW YORK | NY | 10006 | HR MANAGER | 25.00 | $80,052 | $23,681 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEALTH TECH STRATEGIES | |||||
| 6612 BRAWNER STREET | MCLEAN | VA | 22101 | HEALTH INFORMATION TECHNOLOGY CONSULTING | $74,737 |
| MIRRAM GROUP LLC | |||||
| 895 BROADWAY 5TH FLOOR | NEW YORK | NY | 10006 | STRATEGIC CONSULTING | $60,000 |
| COHNREZNICK LLP | |||||
| 1212 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | AUDIT AND TAX PREPARATION | $56,700 |
| MANATT PHELPS AND PHILLIPS | |||||
| 7 TIMES SQUARE | NEW YORK | NY | 10036 | LEGAL SERVICES | $52,777 |
| FT SOLUTIONS LLC | |||||
| 1129 20TH STREET NW | WASHINGTON | DC | 20036 | STRATEGIC CONSULTING | $51,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $26,690,828 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,706,059 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,396,887 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,396,887 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $425,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,970,934 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,398,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,398,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,663 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,663 | TotalTaxAmt |
| Distributable Before Adj | $1,390,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,390,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,390,884 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,177,550 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,177,550 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,177,550 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,390,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,572,674 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,572,674 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,177,550 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,390,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,786,666 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,359,340 | 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 | $4,359,340 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,572,674 | ExcessFromYear1Amt |
| Excess From Current Year | $1,786,666 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARON E HENRY COMMUNITY HEALTH SERVICES CENTER INC | ||||||
| 800 OHIO AVE | CLARKSDALE | MS | 38614 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $25,000 |
| ACU HEALTH | ||||||
| 1420 SPRING HILL RD SUITE 600 | TYSONS CORNER | VA | 22012 | PC | CONFERENCE SPONSORSHIP | $5,000 |
| BRONX COMMUNITY HEALTH NETWORK INC | ||||||
| 1 FORDHAM PLAZA SUITE 1108 | BRONX | NY | 10458 | PC | SUPPORT OF CHARITABLE EVENT | $1,000 |
| CARESOUTH CAROLINA INC | ||||||
| 201 SOUTH FIFTH STREET | HARTSVILLE | SC | 29550 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $199,308 |
| CHINATOWN HEALTH CLINIC FOUNDATION | ||||||
| 268 CANAL STREET 6TH FLOOR | NEW YORK | NY | 10013 | PC | SUPPORT OF CHARITABLE EVENT | $2,100 |
| COMMUNITY HEALTH CARE ASSOCIATION OF NEW YORK STATE | ||||||
| 111 BROADWAY SUITE 1402 | NEW YORK | NY | 10006 | PC | CONFERENCE SPONSORSHIP | $3,500 |
| COMMUNITY HEALTH CARE ASSOCIATION OF NEW YORK STATE | ||||||
| 111 BROADWAY SUITE 1402 | NEW YORK | NY | 10006 | PC | SUPPORT OF CHARITABLE EVENT | $5,000 |
| EL RIO SANTA CRUZ NEIGHBORHOOD HEALTH CENTER INC | ||||||
| 3480 E BRITTANIA DR BLDG B | TUSCON | AZ | 85706 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $198,467 |
| FINGER LAKES COMMUNITY HEALTH MIGRANT HEALTH CARE PROJECT INC | ||||||
| 165 MAIN STREET | PENN YAN | NY | 14527 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $200,000 |
| FOOD BANK FOR NYC | ||||||
| PO BOX 1125 | NEW YORK | NY | 10277 | PC | SUPPORT OF CHARITABLE ORGANIZATION | $500 |
| GEORGE WASHINGTON UNIVERSITY | ||||||
| 2121 I STREET | WASHINGTON | DC | 20052 | PC | GIFT TO SUPPORT GEIGER GIBSON PROGRAM IN DEPARTMENT OF HEALTH POLICY, MILKEN INSTITUTE SPH | $350,000 |
| HEALTHPROMED | ||||||
| PO BOX 14457 | SAN JUAN | PR | 00916 | PC | GRANT FOR DEVELOPMENT OF CONCEPT FOR SAN JUAN HEALTH DELIVERY | $10,000 |
| HUDSON HEADWATERS HEALTH NETWORK | ||||||
| PO BOX 357 | GLEN FALLS | NY | 12801 | PC | SUPPORT OF CHARITABLE EVENT | $1,500 |
| HUDSON RIVER HEALTH CARE FOUNDATION | ||||||
| 1200 BROWN STREET 4TH FLOOR | PEEKSVILLE | NY | 10566 | PC | SUPPORT OF CHARITABLE EVENT | $3,500 |
| JEFFERY T LATMAN FOUNDATION | ||||||
| PO BOX 237 | DOBBS FERRY | NY | 10522 | PC | SUPPORT OF CHARITABLE EVENT | $550 |
| NATIONAL CENTER FOR FARMWORKER HEALTH | ||||||
| 1770 FM 967 | BUDA | TX | 78610 | PC | CONFERENCE SPONSORSHIP | $6,000 |
| ONEWORLD COMMUNITY HEALTH CENTERS | ||||||
| 4920 SOUTH 30TH STREET | OMAHA | NE | 68107 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $189,343 |
| PRIMARY CARE DEVELOPMENT CORP | ||||||
| 22 CORTLANDT STREET | NEW YORK | NY | 10007 | PC | SUPPORT OF CHARITABLE EVENT | $5,000 |
| PRIMARY CARE DEVELOPMENT CORP | ||||||
| 22 CORTLANDT STREET | NEW YORK | NY | 10007 | PC | PRIMARY CARE CAPITAL MARKET ASSESSMENT | $50,000 |
| PUBLIC HEALTH SOLUTIONS | ||||||
| 40 WORTH STREET 5TH FLOOR | NEW YORK | NY | 10013 | PC | SUPPORT OF CHARITABLE EVENT | $700 |
| SALUD FAMILY HEALTH CENTERS | ||||||
| 203 S ROLLIE AVE | FORT LUPTON | CO | 80621 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $200,000 |
| SEATTLE INDIAN HEALTH BOARD | ||||||
| 611 12TH AVENUE | SEATTLE | WA | 98144 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER UNDER ENTRY-LEVEL WORKFORCE INITIATIVE. | $25,000 |
| URBAN HEALTH PLAN INC | ||||||
| 1065 SOUTHERN BLVD | BRONX | NY | 10459 | PC | SUPPORT OF CHARITABLE EVENT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,482,468 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASIAN HEALTH SERVICES INC | ||||||
| 818 WEBSTER STREET | OAKLAND | CA | 94607 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER TO EXPAND ACA OUTREACH AND ENROLLMENT. | $200,000 |
| COMMUNITY HEALTH OF SOUTH FLORIDA INC | ||||||
| 10300 SW 216TH STREET | MIAMI | FL | 33190 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER TO EXPAND ACA OUTREACH AND ENROLLMENT. | $179,840 |
| MAINE PRIMARY CARE ASSOCIATION | ||||||
| 73 WINTHROP ST | AUGUSTA | ME | 04330 | PC | GRANT TO PRIMARY CARE ASSOCIATION TO EXPAND ACA OUTREACH AND ENROLLMENT. | $200,000 |
| MISSOURI COUALITION FOR PRIMARY CARE DBA MISSOURI PRIMARY CARE ASSOCIATION | ||||||
| 3325 EMERALD LANE | JEFFERSON CITY | MO | 65109 | PC | GRANT TO PRIMARY CARE ASSOCIATION TO EXPAND ACA OUTREACH AND ENROLLMENT. | $200,000 |
| MORRIS HEIGHTS HEALTH CENTER INC | ||||||
| 85 WEST BURNSIDE AVENUE | BRONX | NY | 10453 | PC | GRANT TO FEDERALLY QUALIFIED COMMUNITY HEALTH CENTER TO EXPAND ACA OUTREACH AND ENROLLMENT. | $71,834 |
| WISCONSIN PRIMARY HEALTH CARE ASSOCIATION | ||||||
| 5202 EASTPARK BLVD SUITE 109 | MADISON | WI | 53718 | PC | GRANT TO PRIMARY CARE ASSOCIATION TO EXPAND ACA OUTREACH AND ENROLLMENT. | $182,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,033,674 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,290 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,746,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $177,848 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,926,030 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,926,030 | 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 | COHNREZNICK LLP | CategoryTxt |
| Amt | $56,700 | Amt |
| Net Investment Income | $42,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,175 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | 2012-01-01 | $2,329,512 | $1,494,794 | SL | 10.000000000000 | $232,956 | $0 |
| VEHICLES | 2012-01-01 | $86,294 | $2,877 | SL | 5.000000000000 | $17,259 | $0 |
| FURN & FIXTURES | 2012-01-01 | $530,576 | $340,425 | SL | 10.000000000000 | $53,052 | $0 |
| EQUIPMENT | 2012-01-01 | $139,208 | $82,926 | SL | 5.000000000000 | $10,921 | $0 |
| GMC DENALI | 2012-01-01 | $43,150 | $43,150 | SL | 5.000000000000 | $0 | $0 |
| DELL LAPTOP | 2012-01-01 | $898 | $898 | SL | 5.000000000000 | $0 | $0 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FORM 990-PF, PART VII-B, LINE 1A(4): | OFFICERS FEYGELE JACOBS, IGOR GOLDENBERG, AND JULIO BELLBER RECEIVED COMPENSATION FOR THE YEAR ENDING DECEMBER 31, 2013. THIS AMOUNT REPRESENTS PAYMENT FOR THEIR SERVICES WITH REGARD TO THE FOUNDATION AND THE SERVICES IT PROVIDES. THIS MEETS THE EXCEPTION AND IS CONSIDERED REASONABLE, AND THEREFORE FORM 4720 IS NOT PREPARED. |
| FORM 990-PF SUPPLEMENTAL INFORMATION: | THE ORGANIZATION PROVIDED PAYMENTS AND CERTAIN BENEFITS TO THE ORGANIZATION'S FOUNDING PRESIDENT THAT QUALIFY AS "SEVERANCE PAYMENTS" DURING THE REPORTING PERIOD. SUBJECT TO THE FOUNDING PRESIDENT'S SATISFACTION OF HIS OBLIGATIONS TO THE ORGANIZATION, THIS CONTINUED PAY AND BENEFITS IS PROJECTED GENERALLY THROUGH REPORTING YEAR 2014, AND WILL BE REPORTED AS CURRENT COMPENSATION AND BENEFITS IN THE NATURE OF SEVERANCE FOR 2014. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INCOME | BondNm |
| EOY Book Value | $1,469,284 | EOYBookValueAmt |
| EOYFMV | $1,469,284 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $10,757,328 | EOYBookValueAmt |
| EOYFMV | $10,757,328 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALTERNATIVE INVESTMENTS | FMV | $2,406,541 | $2,406,541 |
| INVESTMENT IN CHA/CHV | FMV | $500,142 | $500,142 |
| MUTUAL FUNDS | FMV | $12,086,497 | $12,086,497 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LEASEHOLD IMPROVEMENTS | $2,329,512 | $1,727,750 | $601,762 |
| VEHICLES | $86,294 | $20,136 | $66,158 |
| FURN & FIXTURES | $530,576 | $393,477 | $137,099 |
| EQUIPMENT | $139,208 | $93,847 | $45,361 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| SMITH & DOWNEY | $20,457 | $20,457 | $0 |
| MINTZ AND GOLD | $15,000 | $15,000 | $0 |
| WHITEMAN OSTERMAN & HANNA LLP | $218 | $0 | $218 |
| HIRSHEN SINGER & EPSTEIN LLP | $24,864 | $24,864 | $0 |
| MANATT, PHELPS & PHILLIPS, LLP | $52,777 | $26,389 | $26,388 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTIES | Desc |
| BOY Book Value | $5,218 | BOYBookValueAmt |
| EOY Book Value | $10,511 | EOYBookValueAmt |
| EOYFMV | $10,511 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $37,761 | $15,482 | $22,279 |
| INFORMATION TECHNOLOGY EXPENSES | $58,239 | $13,317 | $44,922 |
| SPONSERSHIPS | $35,350 | $0 | $35,350 |
| DUES AND MEMBERSHIPS | $11,130 | $0 | $11,130 |
| TELEPHONE | $17,326 | $7,104 | $10,222 |
| OTHER | $52,216 | $20,608 | $31,608 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $1,722,818 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED RENT | Desc |
| BOY Book Value | $68,382 | BOYBookValueAmt |
| EOY Book Value | $48,577 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (7 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MERRILL LYNCH | $153,092 | $153,092 | $0 |
| PUBLIC INTEREST MEDIA GROUP | $12,900 | $0 | $12,900 |
| MIRRAM GROUP | $60,000 | $0 | $60,000 |
| HEALTH TECH STRATEGIES | $74,737 | $0 | $74,737 |
| FT SOLUTIONS LLC | $51,814 | $25,907 | $25,907 |
| PRM CONSULTING | $15,156 | $15,156 | $0 |
| PGREF | $2,500 | $2,500 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $27,400 | $0 | $0 |
| FOREIGN TAXES | $16,155 | $16,155 | $0 |
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