FELDENKREIS FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FELDENKREIS FAMILY FOUNDATION INC (EIN 65-0526541)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-07-30
- IRS object ID
- 201332119349100418
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-30T17:56:18-05:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 591765543 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALLAH FURMAN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650526541 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELDENKREIS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O GEORGE FELDENKREIS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FELD | NameControl |
| Phone | 3055922760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE FELDENKREIS | Name |
| Title | PRESIDENT | Title |
| Phone | 3058731304 | Phone |
| Date Signed | 2013-07-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY W DIX | Name |
| PTIN | P01072155 | PTIN |
| Phone | 3053716200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2610177 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 628445 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 107253 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 107253 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 6130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 6130 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 6130 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 741828 | TotalRevenueAndExpenses |
| Total Net Investment Income | 113383 | 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 |
| Accounting Fees Rev And Expnss | 3250 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1625 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 900 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 900 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 493 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 4643 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2525 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 4572 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 4572 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9215 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2525 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 4572 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 732613 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 110858 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 13991 | CashBOY |
| Cash EOY | 106365 | CashEOY |
| Cash EOYFMV | 106365 | CashEOYFMV |
| Investments Corp Stock BOY | 861281 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1501520 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2503812 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 875272 | TotalAssetsBOY |
| Total Assets EOY | 1607885 | TotalAssetsEOY |
| Total Assets EOYFMV | 2610177 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 875272 | RetainedEarningsBOY |
| Retained Earnings EOY | 1607885 | RetainedEarningsEOY |
| Total Net Assets BOY | 875272 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1607885 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 875272 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1607885 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 875272 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 732613 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1607885 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1607885 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | CAPITAL GAINS DIVIDENDS | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 6130 | GrossSalesPrice |
| Gain Or Loss | 6130 | GainOrLoss |
| Gains Minus Excess Or Losses | 6130 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 6130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 48563 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1985003 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.024465 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 147491 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2454637 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.060087 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 132847 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1663315 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.079869 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 309842 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1564773 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.198011 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 338170 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 3148272 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.107414 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.469846 | TotalDistributionRatio |
| Average Distribution Ratio | 0.093969 | AverageDistributionRatio |
| Net Noncharitable Assets | 2174125 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 204300 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1109 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 205409 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 4572 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2217 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2217 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2217 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 400 | TotalCreditsAndPayments |
| Tax Due | 1817 | 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 | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | NONE | WebsiteAddress |
| Books In Care Of Person Name | GEORGE FELDENKREIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3055922760 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | 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 (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| GEORGE FELDENKREIS | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| FANNY HANONO | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | SECRY/TREAS. | 0.00 | 0 | 0 | 0 |
| OSCAR FELDENKREIS | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | V/PRESIDENT | 0.00 | 0 | 0 | 0 |
| 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 | 2156675 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50558 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2207233 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 201515 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2207233 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33108 | CashDeemedCharitable |
| Net Noncharitable Assets | 2174125 | NetNoncharitableAssets |
| Minimum Investment Return | 108706 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 108706 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2217 | TaxBasedOnInvestmentIncome |
| Total Tax | 2217 | TotalTax |
| Distributable Amount Before Adj | 106489 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 106489 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 106489 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 4572 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 4572 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 4572 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 106489 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 181332 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 231687 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 54049 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 25071 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 492139 | TotalExcessDistriCarryover |
| Qualifying Distributions | 4572 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 4572 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 101917 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 101917 | ExcessDistriCyovAppliedCY |
| Total Corpus | 390222 | 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 | 79415 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 310807 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 231687 | ExcessFromYear4 |
| Excess From Year3 | 54049 | ExcessFromYear3 |
| Excess From Year2 | 25071 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE FELDENKREIS | ContributingManager |
| Shareholder Manager | GEORGE FELDENKREIS | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| GREATER MIAMI JEWISH FEDERATION | |||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | ||
| DIASPORA YESHIVA TORA YISRAEL | |||||||||
| NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | BOX 6426 MT ZION JERUSALEM | IS | ||||
| US HOLOCAUST MEMORIAL MUSEUM | |||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $72 | ||
| INTERNATIONAL MYELOMA FOUNDATION | |||||||||
| 12650 RIVERSIDE DRIVE SUITE 206 | NORTH HOLLYWOOD | CA | 91607 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $2,500 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 4572 | 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 | $107,253 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $6,130 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $113,383 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 113383 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | GEORGE FELDENKREIS | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NW 107TH AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 628445 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 31,501 SHARES PERRY ELLIS INTERNATIONAL | NoncashPropertyDescription |
| Fair Market Value | 628445 | FairMarketValue |
| Date Received | 2012-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,250 | Amount |
| Net Investment Income | 1625 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PERRY ELLIS INT'L - CS | 544057 | 1595620 |
| SPDR BARCLAYS CAPITAL HIGH | 148803 | 160738 |
| GS INVESTMENT GRADE CREDIT FUND | 180215 | 193981 |
| PERRY ELLIS INT'L - CS | 628445 | 553473 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAX REFUND | 467 | 0 | 0 |
| BANK CHARGES | 26 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $900 | Amount |
| Net Investment Income | 900 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER IS CLAIMING A 10% REDUCTION IN THE FMV OF PERRY ELLIS INTERNATIONAL. THE REASON IS THAT A SALE OF LARGE BLOCK OF THIS STOCK WOULD DEPRESS THE MARKET VALUE BECAUSE THIS IS A RELATED PARTY TRANSACTION UNDER THE RESTRICTIONS OF THE S.E.C. | Explanation |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GEORGE FELDENKREIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE MIAMI FLA | AddressLine1 |
| Address Line2 | 33172 | AddressLine2 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
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