MARCY & LEONA CHANIN FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARCY & LEONA CHANIN FOUNDATION INC (EIN 23-7156719)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-29
- IRS object ID
- 201321499349100202
- Schema version
- 2012v2.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-29T06:04:02-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JIM L HOSKINS CPA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2560 RCA BOULEVARD SUITE 108 | AddressLine1 |
| City | PALM BEACH GARDENS | City |
| State | FL | State |
| ZIP Code | 33410 | 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 | 237156719 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCY & LEONA CHANIN FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MARC | NameControl |
| Phone | 5616551443 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SUNRISE AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LEONA CHANIN | Name |
| Title | PRESIDENT | Title |
| Phone | 5616551443 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JIM L HOSKINS CPA | Name |
| Phone | 5616271388 | Phone |
| Date Prepared | 2013-05-29 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 7365869 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 339059 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 339059 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25989 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1899075 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25989 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 365048 | TotalRevenueAndExpenses |
| Total Net Investment Income | 365048 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 3173 | LegalFeesRevAndExpnss |
| Accounting Fees Rev And Expnss | 19038 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 11769 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 7269 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 12567 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 12567 | OtherProfFeesNetInvstIncm |
| Other Expenses Rev And Expnss | 1644 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 156 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 36422 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 24492 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7269 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 353513 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 353513 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 389935 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 24492 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 360782 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -24887 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 340556 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 257940 | CashBOY |
| Cash EOY | 420651 | CashEOY |
| Cash EOYFMV | 420651 | CashEOYFMV |
| Investments Govt Oblig BOY | 310000 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 397447 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 460202 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 100055 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Bonds BOY | 5947217 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 5682227 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 6093076 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 269872 | InvestmentsOtherBOY |
| Investments Other EOY | 359872 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 391940 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 6885084 | TotalAssetsBOY |
| Total Assets EOY | 6860197 | TotalAssetsEOY |
| Total Assets EOYFMV | 7365869 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 6508112 | CapitalStockBOY |
| Capital Stock EOY | 6508112 | CapitalStockEOY |
| Retained Earnings BOY | 376972 | RetainedEarningsBOY |
| Retained Earnings EOY | 352085 | RetainedEarningsEOY |
| Total Net Assets BOY | 6885084 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6860197 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6885084 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6860197 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6885084 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -24887 | ExcessOfRevenueOverExpenses |
| Subtotal | 6860197 | Subtotal |
| Total Net Assets Fund Balances EOY | 6860197 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CAPITAL CORP, 5%, 07/15/2028 | P | 2009-06-05 | 2012-12-17 | 1000000 | 0 | 1000000 | 0 | 0 | 0 | 0 | 0 |
| BANK OF AMERICA CORP, 5%, 06/15/2020 | P | 2009-06-05 | 2012-09-17 | 350000 | 0 | 350002 | -2 | 0 | 0 | 0 | -2 |
| JPMORGAN CHASE & CO, 2.125%, 06/22/2012 | P | 2009-02-23 | 2012-06-22 | 150000 | 0 | 150103 | -103 | 0 | 0 | 0 | -103 |
| FFCB, 4.68%, 08/01/2029 | P | 2011-07-22 | 2012-08-01 | 100000 | 0 | 100000 | 0 | 0 | 0 | 0 | 0 |
| MFC ISHARES TR BARCLAYS TIPS BD FD | P | 2009-06-05 | 2012-11-01 | 122127 | 0 | 99691 | 22436 | 0 | 0 | 0 | 22436 |
| GEN ELEC CAP CORP INTERNOTES, 5.4%, 12/15/2014 | P | 2002-12-18 | 2012-12-17 | 150000 | 0 | 150000 | 0 | 0 | 0 | 0 | 0 |
| ABBOTT LABS, 5.125%, 04/01/19 | P | 2010-01-27 | 2012-12-27 | 26948 | 0 | 23290 | 3658 | 0 | 0 | 0 | 3658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25989 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 286449 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 7090806 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.040397 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 278446 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 7014079 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039698 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 227924 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 6516919 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.034974 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 326009 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 6096008 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.053479 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 304734 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 6096008 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.049989 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.218537 | TotalDistributionRatio |
| Average Distribution Ratio | 0.043707 | AverageDistributionRatio |
| Net Noncharitable Assets | 6839733 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 298944 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3406 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 302350 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 360782 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3406 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3406 | Subtotal |
| Tax Based On Investment Income | 3406 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6500 | TotalCreditsAndPayments |
| Original Return Overpayment | -6500 | OriginalReturnOverpayment |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 53 | PenaltyForUnderpayment |
| Overpayment | 3041 | Overpayment |
| Amount Credited To Next Year | 3041 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | LEONA CHANIN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5616551443 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SUNRISE AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LEONA CHANIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 SUNRISE AVENUE | AddressLine1 |
| City | PALM BEACH | City |
| State | FL | State |
| ZIP Code | 33480 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | 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 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 6604596 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 339295 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6943891 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6943891 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 104158 | CashDeemedCharitable |
| Net Noncharitable Assets | 6839733 | NetNoncharitableAssets |
| Minimum Investment Return | 341987 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 341987 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3406 | TaxBasedOnInvestmentIncome |
| Total Tax | 3406 | TotalTax |
| Distributable Amount Before Adj | 338581 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 338581 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 338581 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 360782 | ExpensesAndContributions |
| Qualifying Distributions | 360782 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3406 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 357376 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 338581 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 6479 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 27114 | ExcessDistriCarryoverYear4 |
| Total Excess Distri Carryover | 33593 | TotalExcessDistriCarryover |
| Qualifying Distributions | 360782 | QualifyingDistributions |
| Applied To Current Year | 338581 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 22201 | RemainingDistriFromCorpus |
| Total Corpus | 55794 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 6479 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 49315 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 27114 | ExcessFromYear4 |
| Excess From Current Year | 22201 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (82 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| THE MACULA FOUNDATION INC | ||||||
| 210 EAST 64TH STREET | NEW YORK | NY | 10065 | PUBLICCHARITY | CHARITABLE | $1,000 |
| THE INVESTIGATIVE PROJECT ON TERRORISM | ||||||
| 5505 CONNECTICUT AVE NW NO 341 | WASHINGTON | DC | 20015 | PUBLICCHARITY | CHARITABLE | $2,000 |
| MUSEUM OF CONTEMPORARY ART | ||||||
| 250 SOUTH GRAND AVENUE | LOS ANGELES | CA | 90012 | PUBLICCHARITY | CHARITABLE | $165 |
| ARTHUR MEYER JEWISH ACADEMY | ||||||
| 3261 NORTH MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PUBLICCHARITY | CHARITABLE | $1,000 |
| CROHN'S AND COLITUS FOUNDATION OF AMERICA | ||||||
| 386 PARK AVENUE S 17TH FLOOR | NEW YORK | NY | 10016 | PUBLICCHARITY | CHARITABLE | $250 |
| THE TOWN HALL FOUNDATION INC | ||||||
| 123 WEST 43RD STREET | NEW YORK | NY | 10036 | PUBLICCHARITY | CHARITABLE | $1,000 |
| BOB LAPPIN & THE PALM BEACH POPS | ||||||
| 500 S AUSTRALIAN AVE STE 100 | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $2,000 |
| PLANNED PARENTHOOD | ||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | PUBLICCHARITY | CHARITABLE | $2,000 |
| HABITAT FOR HUMANITY | ||||||
| 6758 N MILITARY TRAIL STE 301 | WEST PALM BEACH | FL | 33407 | PUBLICCHARITY | CHARITABLE | $1,000 |
| WHEELS FOR KIDS | ||||||
| PO BOX 57 | WEST PALM BEACH | FL | 33402 | PUBLICCHARITY | CHARITABLE | $100 |
| ISRAEL CANCER ASSOCIATION USA | ||||||
| 525 S FLAGLER DRIVE STE 202 | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $600 |
| UNITED HEBREW | ||||||
| 391 PELHAM ROAD | NEW ROCHELLE | NY | 10805 | PUBLICCHARITY | CHARITABLE | $200 |
| SCHOOL OF THE ARTS FOUNDATION INC | ||||||
| PO BOX 552 | WEST PALM BEACH | FL | 33402 | PUBLICCHARITY | CHARITABLE | $2,050 |
| TEMPLE ISRAEL | ||||||
| 1901 N FLAGLER DRIVE | WEST PALM BEACH | FL | 33407 | PUBLICCHARITY | CHARITABLE | $200 |
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||
| 701 OKEECHOBEE BLVD | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $40,000 |
| CANCERCARE | ||||||
| 275 SEVENTH AVENUE | NEW YORK | NY | 10001 | PUBLICCHARITY | CHARITABLE | $500 |
| JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACHES | ||||||
| 4803 PGA BLVD | PALM BEACH GARDENS | FL | 33418 | PUBLICCHARITY | CHARITABLE | $27,250 |
| WEST PALM BEACH LIBRARY FOUNDATION | ||||||
| 411 CLEMATIS ST 3RD FLOOR | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $500 |
| AMERICAN CANCER SOCIETY | ||||||
| 235 S COUNTY RD STE 20 | PALM BEACH | FL | 33480 | PUBLICCHARITY | CHARITABLE | $1,250 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 1300 MORRIS PARK AVENUE MAZER 744 | BRONX | NY | 10461 | PUBLICCHARITY | CHARITABLE | $1,000 |
| CONGREGATION KEHILATH JESHURON | ||||||
| 125 E 85TH STREET | NEW YORK | NY | 10028 | PUBLICCHARITY | CHARITABLE | $1,000 |
| CITY OF HOPE | ||||||
| 1608 WALNUT STREET STE 1702 | PHILADELPHIA | PA | 19103 | PUBLICCHARITY | CHARITABLE | $200 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLICCHARITY | CHARITABLE | $600 |
| ACLU NORTHERN CALIFORNIA | ||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | PUBLICCHARITY | CHARITABLE | $2,500 |
| NATURAL RESOURCES DEFENSE COUNCIL | ||||||
| 40 W 20TH STREET | NEW YORK | NY | 10011 | PUBLICCHARITY | CHARITABLE | $1,000 |
| COPWATCH | ||||||
| 2022 BLAKE STREET | BERKELEY | CA | 94704 | PUBLICCHARITY | CHARITABLE | $1,000 |
| CALIFORNIA HISTORICAL RADIO SOCIETY | ||||||
| PO BOX 31659 | SAN FRANCISCO | CA | 94131 | PUBLICCHARITY | CHARITABLE | $1,500 |
| THE MOUNT SINAI HOSPITAL ICAHN SCHOOL OF MEDICINE | ||||||
| 1 GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PUBLICCHARITY | CHARITABLE | $2,500 |
| UNIVERSITY OF CALIFORNIA-BERKELEY | ||||||
| PO BOX 774 | BERKELEY | CA | 94701 | PUBLICCHARITY | CHARITABLE | $1,500 |
| BUILDERS WITHOUT BORDERS | ||||||
| 119 MAIN STREET | KINGSTON | NM | 88042 | PUBLICCHARITY | CHARITABLE | $1,000 |
| LIFELONG MEDICAL CARE | ||||||
| 1860 ALCATRAZ AVENUE | BERKELEY | CA | 95415 | PUBLICCHARITY | CHARITABLE | $1,000 |
| SAVE THE REDWOODS LEAGUE | ||||||
| 114 SANSOME STREET STE 1200 | SAN FRANCISCO | CA | 94104 | PUBLICCHARITY | CHARITABLE | $1,000 |
| ANDERSON VALLEY COMMUNITY SERVICES DISTRICT | ||||||
| 14281 CALIFORNIA 128 | BOONVILLE | CA | 95415 | PUBLICCHARITY | CHARITABLE | $1,000 |
| MARTIN COMMUNITY COLLEGE | ||||||
| 1161 KEHUKEE PARK ROAD | WILLIAMSTON | NC | 27892 | PUBLICCHARITY | CHARITABLE | $100 |
| FOUNDATION FOR MITOCHONDRIAL MEDICINE | ||||||
| 5424 GLENRIDGE DRIVE NE | ATLANTA | GA | 30342 | PUBLICCHARITY | CHARITABLE | $1,000 |
| FLORIDA MEMORIAL HOSPITAL | ||||||
| 1005 JOE DIMAGGIO DRIVE | HOLLYWOOD | FL | 33021 | PUBLICCHARITY | CHARITABLE | $25 |
| HILLEL OF BROWARD | ||||||
| 777 GLADES RD BUILDING LY-3A | BOCA RATON | FL | 33431 | PUBLICCHARITY | CHARITABLE | $1,500 |
| INNER CITY ARTS | ||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | PUBLICCHARITY | CHARITABLE | $1,000 |
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PUBLICCHARITY | CHARITABLE | $100,000 |
| HABITAT FOR HUMANITY | ||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | PUBLICCHARITY | CHARITABLE | $20 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS STREET | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $5,000 |
| GAY MEN'S HEALTH CRISIS | ||||||
| 446 WEST 33RD STREET | NEW YORK | NY | 10001 | PUBLICCHARITY | CHARITABLE | $1,000 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | PUBLICCHARITY | CHARITABLE | $1,000 |
| WXEL - PBS FOR THE PALM BEACHES | ||||||
| PO BOX 6607 | WEST PALM BEACH | FL | 33405 | PUBLICCHARITY | CHARITABLE | $1,250 |
| BRENTWOOD SCHOOL | ||||||
| 100 SOUTH BARRINGTON PLACE | LOS ANGELES | CA | 90049 | PUBLICCHARITY | CHARITABLE | $5,000 |
| JEWISH BRAILLE INSTITUTE | ||||||
| 110 EAST 30TH STREET | NEW YORK | NY | 10016 | PUBLICCHARITY | CHARITABLE | $1,000 |
| MARCH OF DIMES FOUNDATION | ||||||
| 1275 MAMARONECK AVENUE | WHITE PLAINS | NY | 10605 | PUBLICCHARITY | CHARITABLE | $500 |
| AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA | ||||||
| 122 EAST 42ND STREET STE 4507 | NEW YORK | NY | 10168 | PUBLICCHARITY | CHARITABLE | $1,250 |
| AMERICAN FRIENDS OF THE ISRAEL MUSEUM | ||||||
| 500 5TH AVENUE SUITE 2540 | NEW YORK | NY | 10110 | PUBLICCHARITY | CHARITABLE | $1,250 |
| KCRW PUBLIC RADIO | ||||||
| 1900 PICO BOULEVARD | SANTA MONICA | CA | 90405 | PUBLICCHARITY | CHARITABLE | $112 |
| KOCE - PBS OF SOUTHERN CALIFORNIA | ||||||
| PO BOX 25113 | SANTA ANA | CA | 92799 | PUBLICCHARITY | CHARITABLE | $50 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||
| 474 S RAYMOND AVENUE | PASADENA | CA | 91105 | PUBLICCHARITY | CHARITABLE | $126 |
| PROJECT ANGEL FOOD | ||||||
| 922 VINE STREET | LOS ANGELES | CA | 90038 | PUBLICCHARITY | CHARITABLE | $50 |
| HAMMER MUSEUM OF ART AND CULTURE | ||||||
| 10899 WILSHIRE BLVD | LOS ANGELES | CA | 90024 | PUBLICCHARITY | CHARITABLE | $75 |
| LOS ANGELES COUNTY MUSEUM OF ART | ||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | PUBLICCHARITY | CHARITABLE | $90 |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | PUBLICCHARITY | CHARITABLE | $60,600 |
| NORTON MUSEUM OF ART | ||||||
| 1451 SOUTH OLIVE AVENUE | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $3,000 |
| DOCTORS WITHOUT BORDERS | ||||||
| 333 7TH AVENUE | NEW YORK | NY | 10001 | PUBLICCHARITY | CHARITABLE | $2,500 |
| SOUTHERN POVERTY LAW CENTER | ||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | PUBLICCHARITY | CHARITABLE | $1,000 |
| THE NATURE CONSERVANCY | ||||||
| 4245 N FAIRFAX AVE STE 100 | ARLINGTON | VA | 22203 | PUBLICCHARITY | CHARITABLE | $1,000 |
| NATIONAL FRAGILE X FOUNDATION | ||||||
| 1615 BONANZA STREET STE 202 | WALNUT CREEK | CA | 94596 | PUBLICCHARITY | CHARITABLE | $1,000 |
| HOLY CROSS HOSPITAL | ||||||
| 4725 NORTH FEDERAL HWY | FORT LAUDERDALE | FL | 33308 | PUBLICCHARITY | CHARITABLE | $500 |
| PALM BEACH COUNTY COUNCIL OF FIREFIGHTERS AND PARAMEDICS | ||||||
| PO BOX 7177 | WEST PALM BEACH | FL | 33405 | PUBLICCHARITY | CHARITABLE | $50 |
| TOWN OF PALM BEACH UNITED WAY INC | ||||||
| 44 COCOANUT ROW STE M201 | PALM BEACH | FL | 33480 | PUBLICCHARITY | CHARITABLE | $10,000 |
| MORSELIFE FOUNDATION INC | ||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | PUBLICCHARITY | CHARITABLE | $10,100 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||
| 3300 PGA BLVD STE 510 | PALM BEACH GARDENS | FL | 33410 | PUBLICCHARITY | CHARITABLE | $5,000 |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||
| 475 RIVERSIDE DRIVE STE 1901 | NEW YORK | NY | 10115 | PUBLICCHARITY | CHARITABLE | $1,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | PUBLICCHARITY | CHARITABLE | $5,000 |
| BOCA RATON PAL | ||||||
| 160 NW 24TH STREET BAY 17 | BOCA RATON | FL | 33432 | PUBLICCHARITY | CHARITABLE | $1,000 |
| HUNTER COLLEGE FOUNDATION | ||||||
| 695 PARK AVENUE EAST BLDG RM 1313 | NEW YORK | NY | 10065 | PUBLICCHARITY | CHARITABLE | $15,000 |
| HUNTER COLLEGE ALUMNI | ||||||
| 695 PARK AVENUE EAST BLDG RM 1314 | NEW YORK | NY | 10065 | PUBLICCHARITY | CHARITABLE | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||
| 116 HUNTINGTON AVENUE 5TH FLOOR | BOSTON | MA | 02116 | PUBLICCHARITY | CHARITABLE | $1,000 |
| PALM BEACH DRAMAWORKS | ||||||
| 201 CLEMATIS ST | WEST PALM BEACH | FL | 33401 | PUBLICCHARITY | CHARITABLE | $1,000 |
| FERD & GLADYS ALPERT JEWISH FAMILY & CHILDREN'S SERVICE | ||||||
| 5841 CORPORATE WAY STE 200 | WEST PALM BEACH | FL | 33407 | PUBLICCHARITY | CHARITABLE | $1,000 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||
| 500 WEST 185TH ST BH 725 | NEW YORK | NY | 10033 | PUBLICCHARITY | CHARITABLE | $2,500 |
| MOUNT SINAI SCHOOL OF MEDICINE | ||||||
| 1 GUSTAVE L LEVY PLACE BOX 1049 | NEW YORK | NY | 10029 | PUBLICCHARITY | CHARITABLE | $2,500 |
| UNITED HEBREW | ||||||
| 391 PELHAM ROAD | NEW ROCHELLE | NY | 10805 | PUBLICCHARITY | CHARITABLE | $1,000 |
| MIAMI CITY BALLET | ||||||
| 2200 LIBERTY AVENUE | MIAMI BEACH | FL | 33139 | PUBLICCHARITY | CHARITABLE | $1,000 |
| COMMISSION FOR JEWISH EDUCATION OF THE PALM BEACHES | ||||||
| 3267 N MILITARY TRAIL | WEST PALM BEACH | FL | 33409 | PUBLICCHARITY | CHARITABLE | $1,000 |
| BASCOM PALMER | ||||||
| 900 NW 17TH STREET | MIAMI | FL | 33136 | PUBLICCHARITY | CHARITABLE | $2,000 |
| AMERICAN CANCER SOCIETY | ||||||
| 235 S COUNTY RD STE 20 | PALM BEACH | FL | 33480 | PUBLICCHARITY | CHARITABLE | $1,000 |
| SPANISH RIVER COMMUNITY HIGH SCHOOL FOUNDATION | ||||||
| 5100 JOG ROAD | BOCA RATON | FL | 33496 | PUBLICCHARITY | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 353513 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $339,059 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $25,989 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $365,048 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 365048 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| WEISERMAZARS LLP TAX PREPARATION | $4,500 | 4500 | |
| BERNARDINE ATKINS CPA ACCOUNTING | $14,538 | 7269 | 7269 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VARIOUS PUBLICLY TRADED SECURITIES | Name |
| How Acquired | Purchased | HowAcquired |
Purchaser Name PurchaserName
Business Business
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Price | 1899075 | GrossSalesPrice |
| Basis | 1873086 | Basis |
| Total Net | 25989 | TotalNet |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (29 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| GENERAL MOTORS ACCEPTANCE CORP, 6.4%, 12/15/2018 | 500000 | 495485 |
| MORGAN STANLEY, 5.5%, 07/28/2021 | 353249 | 368995 |
| FORD MOTOR CREDIT COMPANY FR, 3.5%, 12/20/2022 | 250005 | 243325 |
| GOLDMAN SACHS GROUP INC, 5%, 12/15/2023 | 250004 | 260665 |
| WELLS FARGO & CO, 3%, 12/19/2029 | 250000 | 243145 |
| GOLDMAN SACHS GROUP INC FR, 4%, 12/15/2030 | 250005 | 242533 |
| GENERAL ELECTRIC CAPITAL CORP, 3.55%, 12/15/2032 | 250005 | 238093 |
| BANK AMER CORP, 5.125%, 11/15/2014 | 198932 | 213289 |
| GOLDMAN SACHS GROUP INC, 5.125%, 01/15/2015 | 196426 | 214857 |
| PITNEY BOWES INC, 5%, 03/15/2015 | 126664 | 131367 |
| AMERICAN INTL GROUP INC MTN, 5.6%, 10/18/2016 | 202558 | 228392 |
| DISNEY WALT CO NEW MTN, 5.625%, 09/15/2016 | 160327 | 174505 |
| LILLY ELI & CO, 6.57%, 01/01/2016 | 98943 | 115059 |
| LOWES COS INC, 5.4%, 10/15/2016 | 153564 | 174344 |
| ORACLE CORP, 5.25%, 01/15/2016 | 157998 | 169741 |
| MCDONALDS CORP, 5.8%, 10/15/2017 | 164670 | 182244 |
| AT&T INC, 5.5%, 02/01/2018 | 200282 | 238258 |
| MERRILL LYNCH & CO INC, 6.5%, 07/15/2018 | 198004 | 233158 |
| ABBOTT LABS, 5.125%, 04/01/2019 | 82573 | 93017 |
| EMERSON ELEC CO, 4.875%, 10/15/2019 | 151572 | 179580 |
| MERCK & CO INC, 5%, 06/30/2019 | 163491 | 187769 |
| DU PONT E I DE NEMOURS & CO, 4.625%, 01/15/2020 | 126725 | 147362 |
| JPMORGAN CHASE & CO, 4.95%, 03/25/2020 | 49995 | 57995 |
| PHILIP MORRIS INTL INC, 4.5%, 03/26/2020 | 48749 | 58207 |
| UNITED TECHNOLOGIES CORP, 4.5%, 04/15/2020 | 126751 | 146857 |
| GENERAL ELEC CAP CORP MTN, 5%, 03/30/2024 | 250000 | 250007 |
| BELLSOUTH TELECOMMUNICATIONS INC, 7%, 10/01/2025 | 260735 | 341664 |
| FEDERAL HOME LN BKS, 3.1%, 07/16/2027 | 250000 | 250777 |
| SLM CORP, 5.15%, 03/15/2014 | 210000 | 212386 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MFC ISHARES TR BARCLAYS | NameOfStock |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 397447 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 460202 | StateLocalSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| MFB NORTHERN HIGH YIELD FIXED INCOME FUND | 269872 | 304334 |
| MFO VANGUARD INFLATION PROTECTED SECURITIES FUND | 90000 | 87606 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SHUTTS & BOWEN LLP LEGAL | Category |
| Amount | $3,173 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| TELEPHONE | 811 | |
| POSTAGE & DELIVERY | 82 | |
| BANK CHARGES | 156 | 156 |
| DUES & SUBSCRIPTIONS | 595 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NORTHERN TRUST INVESTMENT SERVICES | Category |
| Amount | $12,567 | Amount |
| Net Investment Income | 12567 | NetInvestmentIncome |
Comments