LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-05
IRS object ID
201323099349100207
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-05T11:32:53-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN341900735EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CBIZ MHM LLCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line11200 BRICKELL AVENUE SUITE 700AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133877532EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1THE LEONARD FRIEDLAND CHARITABLEBusinessNameLine1
Business Name Line2FOUNDATION - C/O CBIZ MHM LLCBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlLEONNameControl
Phone3055034200Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 BRICKELL AVENUE SUITE 700AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOWARD PRESANTName
TitleDIRECTORTitle
Phone2125577200Phone
Date Signed2013-11-05DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSTEVE DANNERName
PTINP00021233PTIN
Phone3055034200Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2380504FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss28638InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm28638InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss40663DividendsRevAndExpnss
Dividends Net Invst Incm40663DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss103116NetGainSaleAssetsRevAndExpnss
Gross Sales Price589142GrossSalesPrice
Capital Gain Net Incm Net Invst Incm103116CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses172417TotalRevenueAndExpenses
Total Net Investment Income172417TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss4323AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm4323AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss9683OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm9683OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss335TaxesRevAndExpnss
Taxes Net Invst Incm335TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss325OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm325OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss14666TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm14666TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss97805ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps97805ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss112471TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm14666TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps97805TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses59946ExcessOfRevenueOverExpenses
Net Investment Income157751NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash EOY1CashEOY
Cash EOYFMV1CashEOYFMV
Savings And Temp Cash Invst BOY13933SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY80681SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV80681SavingsAndTempCashInvstEOYFMV
Investments Govt Oblig BOY383319InvestmentsGovtObligBOY
Investments Govt Oblig EOY322966InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV329274InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY1097387InvestmentsCorpStockBOY
Investments Corp Stock EOY1201665InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV1456586InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY488646InvestmentsCorpBondsBOY
Investments Corp Bonds EOY437918InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV513962InvestmentsCorpBondsEOYFMV
Total Assets BOY1983285TotalAssetsBOY
Total Assets EOY2043231TotalAssetsEOY
Total Assets EOYFMV2380504TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY1639808CapitalStockBOY
Capital Stock EOY1639808CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY343477RetainedEarningsBOY
Retained Earnings EOY403423RetainedEarningsEOY
Total Net Assets BOY1983285TotalNetAssetsBOY
Total Net Assets EOY2043231TotalNetAssetsEOY
Total Liabilities Net Assets BOY1983285TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2043231TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1983285TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses59946ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2043231Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY2043231TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (47 entries)

Description Of AssetDescriptionOfAssetDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
ABBOTT LABS1997-08-052012-10-18198068911891518915
ABBOTT LABS2010-02-242012-10-18247581876859905990
AIR PRODUCTS & CHEM2009-01-152012-02-274033238516481648
AIR PRODUCTS & CHEM2009-01-152012-02-279166542137453745
AIR PRODUCTS & CHEM2009-01-152012-02-279166542337433743
AIR PRODUCTS & CHEM2009-01-152012-02-275316314621702170
AIR PRODUCTS & CHEM2009-01-152012-02-279166542337433743
AIR PRODUCTS & CHEM2009-01-152012-02-279166542437423742
AIR PRODUCTS & CHEM2009-01-152012-02-278983531636673667
CATERPILLAR INC2009-07-152012-07-2334627143622026520265
CHEVRON CORP2012-03-172012-01-1212016728747294729
DISNEY WALT2008-02-152012-05-314455323912161216
DISNEY WALT2008-12-112012-05-31891466425425
EATON CORP2008-11-062012-12-031816779841018310183
EATON CORP2008-12-112012-12-0315572688786858685
EATON CORP2012-05-162012-12-03366973153151665166
EXXON1999-12-012012-01-121461525861202912029
EXXON1999-12-012012-02-27434973936103610
EXXON2003-07-172012-02-278436345049864986
FEDERAL HOME LOAN BANK2010-03-042012-12-146000060353-353-353
GOLDMAN SACHS GRO 5.70% 122006-08-182012-09-045000050728-728-728
INTEL CORP2001-08-102012-09-2511311507-376-376
INTEL CORP2008-03-102012-09-25271512448426672667
INTEL CORP2008-03-102012-09-2511311021110110
INTEL CORP2008-12-112012-09-2511313715941544154
JOHNSON CONTROLS INC.2010-10-042012-07-0660556875-820-820
JOHNSON CONTROLS INC.2010-10-042012-07-062152824448-2920-2920
JOHNSON CONTROLS INC.2011-01-032012-07-06807311887-3814-3814
JOHNSON CONTROLS INC.2011-01-032012-07-0626913963-1272-1272
JOHNSON CONTROLS INC.2011-09-162012-07-0667287637-909-909
METLIFE INC.2011-03-142012-05-311874929418-10669-10669
METLIFE INC.2011-09-162012-05-311370115658-1957-1957
METLIFE INC.2012-02-272012-05-31934512382-3037-3037
NYSE EURONEXT2009-04-242012-09-25162551514411111111
NYSE EURONEXT2009-04-242012-09-2525012329172172
NYSE EURONEXT2009-04-242012-09-2525012329172172
NYSE EURONEXT2009-04-242012-09-2525012329172172
NYSE EURONEXT2009-04-242012-09-2525012329172172
NYSE EURONEXT2012-01-122012-09-25250293-43-43
NYSE EURONEXT2012-01-122012-09-252125723554-2297-2297
PHILLIPS 662009-11-182012-05-3140463383663663
PHILLIPS 662009-11-182012-05-3114471210237237
PHILLIPS 662009-11-182012-06-11252500
PHILLIP MORIS - CASH IN LIEU161616
WAL-MART2004-10-152012-04-23118451066211831183
WAL-MART2008-12-112012-04-23103649756608608
WAL-MART2009-11-182012-04-23266522443522172217
FieldValueIRS element (for citing)
Capital Gain Net Income103116CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1137908QualifyingDistributionsYear1
Noncharitable Assets Year12363306NoncharitableAssetsYear1
Distribution Ratio Year10.058354DistributionRatioYear1
Qualifying Distributions Year2109880QualifyingDistributionsYear2
Noncharitable Assets Year22277443NoncharitableAssetsYear2
Distribution Ratio Year20.048247DistributionRatioYear2
Qualifying Distributions Year3121264QualifyingDistributionsYear3
Noncharitable Assets Year32037603NoncharitableAssetsYear3
Distribution Ratio Year30.059513DistributionRatioYear3
Qualifying Distributions Year4176865QualifyingDistributionsYear4
Noncharitable Assets Year42574180NoncharitableAssetsYear4
Distribution Ratio Year40.068707DistributionRatioYear4
Qualifying Distributions Year5132222QualifyingDistributionsYear5
Noncharitable Assets Year53023352NoncharitableAssetsYear5
Distribution Ratio Year50.043734DistributionRatioYear5
Total Distribution Ratio0.278555TotalDistributionRatio
Average Distribution Ratio0.055711AverageDistributionRatio
Net Noncharitable Assets2373790NetNoncharitableAssets
Adjusted Noncharitable Assets132246AdjustedNoncharitableAssets
One Percent Net Investment Income1578OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One133824AdjNonchrtblAssetsAndOnePct
Qualifying Distributions97805QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax3155InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal3155Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income3155TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1871EstTaxPaymentsAndOverpayment
Tax Paid With Extension3500TaxPaidWithExtension
Total Credits And Payments5371TotalCreditsAndPayments
Overpayment2216Overpayment
Amount Credited To Next Year2216AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithDEStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr0ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameSTEPHEN DANNER CPABooksInCareOfPersonName
Books In Care Of Phone Number3055034200BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11200 BRICKELL AVENUE SUITE 700AddressLine1
CityMIAMICity
StateFLState
ZIP Code33131ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameHOWARD PRESANTPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line1605 THIRD AVENUE 34TH FLOORAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10158ZIPCode
FieldValueIRS element (for citing)
TitleSEC., TREASURER, MANAGERTitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities2366150AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances43789AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2409939TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2409939AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable36149CashDeemedCharitable
Net Noncharitable Assets2373790NetNoncharitableAssets
Minimum Investment Return118690MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return118690MinimumInvestmentReturn
Tax Based On Investment Income3155TaxBasedOnInvestmentIncome
Total Tax3155TotalTax
Distributable Amount Before Adj115535DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded115535DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted115535DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions97805ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions97805QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions97805AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted115535DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year432826ExcessDistriCarryoverYear4
Excess Distri Carryover Year324846ExcessDistriCarryoverYear3
Excess Distri Carryover Year123437ExcessDistriCarryoverYear1
Total Excess Distri Carryover81109TotalExcessDistriCarryover
Qualifying Distributions97805QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year97805AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus17730ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY17730ExcessDistriCyovAppliedCY
Total Corpus63379TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year63379ExcessDistriCyovToNextYear
Excess From Year415096ExcessFromYear4
Excess From Year324846ExcessFromYear3
Excess From Year123437ExcessFromYear1

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (65 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line2RecipientUSAddress/AddressLine2
AHEPA CHAPTER 42
1130 78TH STREETBROOKLYNNY11228N/A501(C)(3)EDUCATION$250
AHEPA CHAPTER 43
1130 78TH STREETBROOKLYNNY11228N/A501(C)(3)EDUCATION$75
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVENUEBRONXNY10461N/A501(C)(3)EDUCATION$1,000
AMAS MUSICAL THEATER
115 MACDOUGAL STREETNEW YORKNY10012N/A501(C)(3)ART$1,000
AMERICAN CANCER SOCIETY
19 WEST 56TH STREETNEW YORKNY10019N/A501(C)(3)SOCIAL WELFARE$175
AMERICAN AIR MUSEUM IN BRITIAN
655 15TH STREET NW STE475WASHINGTONDC20005N/A501(C)(3)SCIENTIFIC$100
AMERICAN HELLENIC EDUCATIONAL PROGRESSIVE ASSOCIATION
1909 Q ST NW SUITE 500WASHINGTONDC20009N/A501(C)(3)EDUCATION$250
AMERICAN WOMEN INTERNATIONAL UNDERSTAND
PO BOX 60741SANTA BARBARACA93160N/A501(C)(3)SOCIAL WELFARE$1,000
BETH EL SYNAGOGUE CENTER
1324 NORTH AVENUENEW ROCHELLNY10804N/A501(C)(3)RECREAT/SPORT$1,000
BNAI ZION FOUNDATION
136 EAST 39TH STREETNEW YORKNY10016N/A501(C)(3)SOCIAL WELFARE$1,000
BROOKLYN HOUSING & FAMILY SERVICES
415 ALBERMARIE ROADBROOKLYNNY11218N/A501(C)(3)SOCIAL WELFARE$1,200
CEI-PEA
28 WEST 44TH STREET SUITE 300NEW YORKNY10036N/A501(C)(3)SOCIAL WELFARE$5,000
CENTER FOR EDUCATION INNOVATION INC
28 WEST 44TH STREET SUITE 300NEW YORKNY10036N/A501(C)(3)SOCIAL WELFARE$1,500
CHABAD AT COLUMBIA UNIVERSITY
625 W 113 STREETNEW YORKNY10025N/A501(C)(3)RELIGIOUS$2,500
CITY MEALS ON WHEELS
355 LEXINGTON AVENEW YORKNY100176603N/A501(C)(3)SOCIAL WELFARE$6,400
CITY HARVEST INC
575 EIGHTH AVE 4TH FLOORNEW YORKNY10018N/A501(C)(3)SOCIAL WELFARE$500
EPIPHANY SCHOOL FOUNDATION
234 EAST 22ND STREETNEW YORKNY10010N/A501(C)(3)EDUCATION$130
EVERYONE READY INC
5450 WISSAHICKON AVEPHILADELPHIAPA19144N/A501(C)(3)SOCIAL WELFARE$500
FEDERATION OF CHIANS CULTURAL
4401 BROADWAYASTORIANY111031918N/A501(C)(3)EDUCATION$250
FENWAY CHARITABLE FUND
PO BOX 7SCARSDALENY105860007N/A501(C)(3)SOCIAL WELFARE$500
FORDHAM PREPARATORY SCHOOL
441 EAST FORDHAM RDBRONXNY10458N/A501(C)(3)EDUCATION$250
FRACTURED ATLAS
248 W 35TH STREET ROOM 1202NEW YORKNY10001N/A501(C)(3)ART$1,000
FUTURES IN ED
243 PROSPECT PARK WESTBROOKLYNNY11215N/A501(C)(3)EDUCATION$300
GREEK ORTHODOX LADIES PHILOPTOCHOS SOCIETY
7 WEST 55TH STREETNEW YORKNY10019N/A501(C)(3)RELIGIOUS$150
HARLEM JUNIOR TENNIS PROGRAM
40 WEST 143RD STREETNEW YORKNY10037N/A501(C)(3)SOCIAL WELFARE$300
HEART SHARE HUMAN SERVICES
12 METRO TECH CENTER 29TH FLOORBROOKLYNNY11201N/A501(C)(3)SOCIAL WELFARE$100
HELEN KELLER FOUNDATION
1201 11TH AVENUE SOUTH SUITE 300BIRMINGHAMAL35205N/A501(C)(3)SOCIAL WELFARE$1,000
HELEN KELLER SERVICE FOR THE BLIND
57 WILLOUGHBY STREETBROOKLYNNY11201N/A501(C)(3)SOCIAL WELFARE$3,000
HELLENIC LAWYERS ASSOCIATION
21-74 STEINWAY STREETLONG ISLAND CITYNY11105N/A501(C)(3)SOCIAL WELFARE$200
HOFSTRA UNIVERSITY
1000 FULTON AVENUEHEMPSTEADNY11549N/A501(C)(3)EDUCATION$1,000
HUNTER COLLEGE FOUNDATION
EAST BUILDING - 695 PARK AVENUENEW YORKNY10065N/A501(C)(3)EDUCATION$2,500ROOM 1313
IBAS CHARITIES
350 FIFTH AVENUENEW YORKNY10118N/A501(C)(3)SOCIAL WELFARE$500
ICM FOUNDATION INC
PO BOX 2653ATTLEBOROMA02763N/A501(C)(3)SCIENTIFIC$300
IRISH AMERICANS IN GOVERNMENT
PO BOX 494WILLSTON PARKNY11596N/A501(C)(3)SOCIAL WELFARE$200
KIMISIS THEOTOKOU CHURCH
PO BOX 367HOLMDELNJ07733N/A501(C)(3)RELIGIOUS$800
KOLEL DAMSEK ELIEZER INC
184 KENT AVENUEBROOKLYNNY11201N/A501(C)(3)EDUCATION$2,000
KOMEN CT
74 BATTERSON PARK ROADFARMINGTONCT06032N/A501(C)(3)SCIENTIFIC$500
LITTLE VILLAGE R&D
750 HICKSVILLE ROADSEAFORDNY11783N/A501(C)(3)EDUCATION$2,250
MAKING STRIDES AGAINST BREAST CANCER
19 WEST 56TH STREETNEW YORKNY10019N/A501(C)(3)SCIENTIFIC$250
MEMORIAL SLOAN KETTERING CENTER
1275 YORK AVENUENEW YORKNY10065N/A501(C)(3)SOCIAL WELFARE$500
MINEOLA LIONS CHARITABLE FUND
2257 JERICHO TURNPIKEGARDEN CITYNY11040N/A501(C)(3)SOCIAL WELFARE$750
MT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON ROAD SUITE 100MIAMI BEACHFL33140N/A501(C)(3)SCIENTIFIC$25,000
NYLCV LONG ISLAND CHAPTER EDUCATION FUND
30 BROAD STREET 30TH FLOORNEW YORKNY10004N/A501(C)(3)EDUCATION$1,000
NYU UROLOGY RESEARCH
LANGONE MEDICAL CENTER 550 1STNEW YORKNY100166402N/A501(C)(3)EDUCATION$2,500AVENUE
PALLADIA INC
2006 MADISON AVENEW YORKNY10035N/A501(C)(3)SOCIAL WELFARE$2,500
POLICE ATHLETIC LEAGUE
34 1/2 EAST 12TH STREETNEW YORKNY10003N/A501(C)(3)SOCIAL WELFARE$500
QUEENS LIBRARY FOUNDATION
89-11 MERRICK BLVDJAMACANY11432N/A501(C)(3)EDUCATION$5,000
SARCOMA FOUNDATION OF AMERICA
9899 MIAN STREET SUITE 204DAMASCUSMD20872N/A501(C)(3)SCIENTIFIC$750
ST JUDE CHILDRENS HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105N/A501(C)(3)SCIENTIFIC$300
ST NICHOLAS HOME
437 OVINGTON AVEBROOKLYNNY11209N/A501(C)(3)SOCIAL WELFARE$150
ST PATRICK'S CHURCH
STATE ROADBEDFORDNY10506N/A501(C)(3)RELIGIOUS$1,000
STEPHEN GAYNOR SCHOOL
148 WEST 90TH STREETNEW YORKNY10024N/A501(C)(3)RELIGIOUS$1,000
STS CONSTANTINE & HELEN CATHEDRAL
64 SCHERMEHORN STREETBROOKLYNNY11201N/A501(C)(3)RELIGIOUS$200
TEMPLE EMANUEL OF WESTCHESTER
2125 WESTCHESTER AVEEAST RYENY10580N/A501(C)(3)RELIGIOUS$2,500
THE BETHESDA BAPTIST CHURCH
3830 GA HWY 85ELLERSLIEGA31807N/A501(C)(3)RELIGIOUS$125
THE FRANKLIN D ROOSEVELT PRESIDENTIAL LIBRARY & MUSEUM
4079 ALBANY POST ROADHYDE PARKNY12538N/A501(C)(3)EDUCATION$1,000
THE GUILD FOR EXCEPTIONAL CHILDREN
260 68TH STREETBROOKLYNNY112205201N/A501(C)(3)EDUCATION$200
THE MARC A ZAINCHELLI SCHOLARSHIP
954 THIRD AVE 434NEW YORKNY10022N/A501(C)(3)EDUCATION$500
THE NORTH EAST KIDNEY FOUNDATION
99 TROY ROADEAST GREENBUSHNY12061N/A501(C)(3)SCIENTIFIC$500
UGC FOUNDATION - UNITED HEBREW FOUNDATION
391 PELHAM ROADNEW ROCHELLNY10805N/A501(C)(3)SOCIAL WELFARE$1,000
UJA FEDERATION OF NY
130 EAST 59TH STREETNEW YORKNY10022N/A501(C)(3)SOCIAL WELFARE$1,000
UNITED HOME FOR HEBREWS
391 PELHAM ROADNEW ROCHELLNY10805N/A501(C)(3)SOCIAL WELFARE$900
UNITED JEWISH APPEAL
130 EAST 59TH STREETNEW YORKNY10022N/A501(C)(3)RELIGIOUS$500
XAVERIAN HS
7100 SHORE ROADBROOKLYNNY11209N/A501(C)(3)EDUCATION$500
YAI
320 WEST 13TH STREET 2NEW YORKNY10014N/A501(C)(3)SOCIAL WELFARE$7,000
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year97805TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$28,638ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$40,663ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$103,116ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$172,417ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA172417TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryCBIZ MHM LLCCategory
Amount$4,323Amount
Net Investment Income4323NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds

FieldValueIRS element (for citing)
Name Of BondCORPORATE BONDSNameOfBond
EOY Book Value437918EOYBookValue
EOYFMV513962EOYFMV

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockCORPORATE STOCKSNameOfStock
EOY Book Value1201665EOYBookValue
EOYFMV1456586EOYFMV

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Securities EOY Book Value322966USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV329274USGovtSecuritiesEOYFMV
State Local Securities EOY Book Val0StateLocalSecuritiesEOYBookVal
State Local Securities EOYFMV0StateLocalSecuritiesEOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANKING FEES1451450
ANNUAL CORPORATE FEE1801800

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryHAVERFORD TRUST COMPANYCategory
Amount$9,683Amount
Net Investment Income9683NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategory
Amount$335Amount
Net Investment Income335NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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