GLADYS AND SY ZIV FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GLADYS AND SY ZIV FOUNDATION INC (EIN 13-4033630)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-03
- IRS object ID
- 201311549349100361
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-03T13:50:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 592831281 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALER DONTEN LEVINE ET AL PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 505 SOUTH FLAGLER DR 900 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 334015948 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 134033630 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADYS & SY ZIV FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GLAD | NameControl |
| Phone | 5618028960 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KOCHMAN ZISKA PLC 222 LAKEVIEW | AddressLine1 |
| Address Line2 | AV NO 1500 | AddressLine2 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RONALD S KOCHMAN | Name |
| Title | DIRECTOR | Title |
| Phone | 5618028960 | Phone |
| Date Signed | 2013-05-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL H LEVINE | Name |
| PTIN | P00085421 | PTIN |
| Phone | 5618329292 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2306099 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1116417 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 59434 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 59434 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 61413 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 676856 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 61413 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 1237264 | TotalRevenueAndExpenses |
| Total Net Investment Income | 120847 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 4664 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 2332 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 2332 | LegalFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1540 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 1243 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 1291 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1291 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7495 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4866 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 2332 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 122400 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 122400 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129895 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4866 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 124732 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1107369 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 115981 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 67653 | CashBOY |
| Cash EOY | 108941 | CashEOY |
| Cash EOYFMV | 108941 | CashEOYFMV |
| Investments Govt Oblig BOY | 67667 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 233916 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 224378 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 825238 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1725070 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1972780 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 960558 | TotalAssetsBOY |
| Total Assets EOY | 2067927 | TotalAssetsEOY |
| Total Assets EOYFMV | 2306099 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 960558 | CapitalStockBOY |
| Capital Stock EOY | 960558 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 1107369 | RetainedEarningsEOY |
| Total Net Assets BOY | 960558 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2067927 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 960558 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2067927 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 960558 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1107369 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2067927 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2067927 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| WELLS FARGO | 30 | 27 | 3 | 3 | |
| WELLS FARGO | 406454 | 390528 | 15926 | 15926 | |
| WELLS FARGO | 204936 | 170548 | 34388 | 34388 | |
| FNMA 05-65 TD REMIC MULTICLASS CMO | 54340 | 54340 | 0 | 0 | |
| CAPITAL GAINS DIVIDENDS | 11096 | 11096 | 11096 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 61413 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 55000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 672533 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.081780 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 79879 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 667369 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.119692 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 93721 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 673170 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.139223 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 121213 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 860789 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.140816 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 109356 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1142428 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.095722 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.577233 | TotalDistributionRatio |
| Average Distribution Ratio | 0.115447 | AverageDistributionRatio |
| Net Noncharitable Assets | 2243196 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 258970 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1160 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 260130 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 124732 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2320 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2320 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2320 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 6 | PenaltyForUnderpayment |
| Tax Due | 2326 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KOCHMAN ZISKA PLC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5618028960 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVE 1500 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | RONALD S KOCHMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 LAKEVIEW AVE SUITE 1500 | AddressLine1 |
| City | WEST PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2053110 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 224246 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2277356 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2277356 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34160 | CashDeemedCharitable |
| Net Noncharitable Assets | 2243196 | NetNoncharitableAssets |
| Minimum Investment Return | 112160 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 112160 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2320 | TaxBasedOnInvestmentIncome |
| Total Tax | 2320 | TotalTax |
| Distributable Amount Before Adj | 109840 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 109840 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 109840 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 124732 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 124732 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 124732 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 109840 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 53523 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 78748 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 60621 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 46753 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22175 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 261820 | TotalExcessDistriCarryover |
| Qualifying Distributions | 124732 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 109840 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 14892 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 276712 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 53523 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 223189 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 78748 | ExcessFromYear4 |
| Excess From Year3 | 60621 | ExcessFromYear3 |
| Excess From Year2 | 46753 | ExcessFromYear2 |
| Excess From Year1 | 22175 | ExcessFromYear1 |
| Excess From Current Year | 14892 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (9 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BRIGHAM & WOMENS HOSPITAL | ||||||
| 45 FRANCIS ST | BOSTON | MA | 02115 | NONE | GENERAL PURPOSE | $24,800 |
| PALM BEACH OPERA | ||||||
| 415 S OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | GENERAL PURPOSE | $24,800 |
| PIN DOWN BLADDER CANCER INC | ||||||
| 410 PARK AVE SUITE 910 | NEW YORK | NY | 10022 | NONE | GENERAL PURPOSE | $5,000 |
| DANA-FARBER CANCER INSTITUTE | ||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | NONE | GENERAL PURPOSE | $4,500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA | ||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | NONE | GENERAL PURPOSE | $3,500 |
| THE ZOOLOGICAL SOCIETY OF THE PALM BEACHES INC | ||||||
| 1301 SUMMIT BLVD | WEST PALM BEACH | FL | 33405 | NONE | GENERAL PURPOSE | $9,200 |
| MAYO CLINIC | ||||||
| 200 FIRST STREET SW | ROCHESTER | MN | 55905 | NONE | GENERAL PURPOSE | $24,800 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH ST | WALTHAM | MA | 02453 | NONE | GENERAL PURPOSE | $24,800 |
| CROHN'S & COLITIS FOUNDATION | ||||||
| PO BOX 1245 | ALBERT LEA | MN | 56007 | NONE | GENERAL PURPOSE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 122400 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,434 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $61,413 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $120,847 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120847 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (4 entries)
| Contributor NumberContributorNumber | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|
| ZIV CHARTIABLE REMAINDER TRUST | |||||||
| 1 | 222 LAKEVIEW AVE SUITE 1500 | WEST PALM BEACH | FL | 33401 | 226592 | X | |
| ZIV CHARTIABLE REMAINDER TRUST | |||||||
| 2 | 222 LAKEVIEW AVE SUITE 1500 | WEST PALM BEACH | FL | 33401 | 887532 | X | |
| ZIV SEYMORE (DECD) IRA | |||||||
| 3 | 222 LAKEVIEW AVE SUITE 1500 | WEST PALM BEACH | FL | 33401 | 2000 | X | |
| ZIV SEYMORE (DECD) IRA | |||||||
| 4 | 222 LAKEVIEW AVE SUITE 1500 | WEST PALM BEACH | FL | 33401 | 293 | X | |
Noncash Property NoncashProperty (2 entries)
| Contributor Number From Part IContributorNumberFromPartI | Noncash Property DescriptionNoncashPropertyDescription | Fair Market ValueFairMarketValue | Date ReceivedDateReceived |
|---|---|---|---|
| 2 | STOCK | 887532 | 2012-01-25 |
| 4 | STOCK | 293 | 2012-01-25 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| STOCKS, OPTIONS & ETFS | 456460 | 611555 |
| MUTUAL FUNDS | 485491 | 573782 |
| UNIT INVESTMENT TRUSTS | 783119 | 787443 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 233916 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 224378 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $4,664 | Amount |
| Net Investment Income | 2332 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2332 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT EXPENSES | Description |
| Revenue And Expenses Per Books | 1291 | RevenueAndExpensesPerBooks |
| Net Investment Income | 1291 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL TAXES | $297 | 0 | 0 |
| FOREIGN TAX WITHHELD | $1,243 | 1243 | 0 |
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