THE ANDREW M HELLER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE ANDREW M HELLER FAMILY FOUNDATION (EIN 54-2052963)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-07
- IRS object ID
- 201333119349100713
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T12:27:53-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100187001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 542052963 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Andrew M Heller Family Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ANDREW HELLER | InCareOfName |
| Name Control | ANDR | NameControl |
| Phone | 7039178777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 hendricks isle unit 10 | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | ft lauderdale | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANDREW M HELLER | Name |
| Title | OFFICER | Title |
| Phone | 7039178777 | Phone |
| Date Signed | 2013-11-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY A WANK | Name |
| Phone | 2128403456 | Phone |
| 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 | 324595 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 48 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 48 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 0 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 23900 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23900 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Total Revenue And Expenses | 73948 | TotalRevenueAndExpenses |
| Total Net Investment Income | 23948 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2750 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1375 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1375 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 276 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 276 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 3026 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1651 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1375 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 54500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 54500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 57526 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1651 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 55875 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 16422 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22297 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 78751 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 36415 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 36415 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 325018 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 382776 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 288180 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 403769 | TotalAssetsBOY |
| Total Assets EOY | 419191 | TotalAssetsEOY |
| Total Assets EOYFMV | 324595 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 679751 | CapitalStockBOY |
| Capital Stock EOY | 419191 | CapitalStockEOY |
| Total Net Assets BOY | 679751 | TotalNetAssetsBOY |
| Total Net Assets EOY | 419191 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 679751 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 419191 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 679751 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 16422 | ExcessOfRevenueOverExpenses |
| Subtotal | 696173 | Subtotal |
| Other Decreases | 276982 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 419191 | TotalNetAssetsFundBalancesEOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gains And Losses | CapitalGainsAndLosses |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 74425 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 537342 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.138506 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 556722 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 581265 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.957777 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 410132 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 489343 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.838128 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26050 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 129576 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.20104 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 131310 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1204160 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.109047 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.244498 | TotalDistributionRatio |
| Average Distribution Ratio | 0.4489 | AverageDistributionRatio |
| Net Noncharitable Assets | 526604 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 236393 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 223 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 236616 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 55875 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 446 | InvestmentIncomeExciseTax |
| Subtotal | 446 | Subtotal |
| Tax Based On Investment Income | 446 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 0 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 446 | TaxDue |
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 | false | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | VA | 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 Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW HELLER | BusinessNameLine1 |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 HENDRICKS ISLE UNIT 10 | AddressLine1 |
| City | ft lauderdale | City |
| State | FL | State |
| ZIP Code | 33301 | 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 |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| 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 | ANDREW M HELLER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 hendricks isle unit 10 | AddressLine1 |
| City | ft lauderdale | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | Title |
| Avg Hours Per Wk Devoted To Position | 4.0 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 494015 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 40608 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 534623 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 534623 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 8019 | CashDeemedCharitable |
| Net Noncharitable Assets | 526604 | NetNoncharitableAssets |
| Minimum Investment Return | 26330 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 26330 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 446 | TaxBasedOnInvestmentIncome |
| Total Tax | 446 | TotalTax |
| Distributable Amount Before Adj | 25884 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 25884 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 25884 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 55875 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 55875 | QualifyingDistributions |
| Adj Qualifying Distributions | 55875 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 25884 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 133815 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 26050 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 650821 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 527989 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 47834 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1386509 | TotalExcessDistriCarryover |
| Qualifying Distributions | 55875 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 25884 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 29991 | RemainingDistriFromCorpus |
| Total Corpus | 1416500 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 133815 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1282685 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 26050 | ExcessFromYear4 |
| Excess From Year3 | 650821 | ExcessFromYear3 |
| Excess From Year2 | 527989 | ExcessFromYear2 |
| Excess From Year1 | 47834 | ExcessFromYear1 |
| Excess From Current Year | 29991 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW HELLER | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 191046205 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| SIENA FOUNDATION | |||||||
| 7000 ORKNEY PARKWAY | BETHESDA | MD | 20817 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 |
| CAPITAL CITY BALL INC | |||||||
| 2621 GARFIELD ST NW | WASHINGTON | DC | 20008 | NONE | private foundation | GENERAL FUND | $1,000 |
| WESLEYAN UNIVERSITY | |||||||
| 318 HIGH STREET | MIDDLETOWN | CT | 06459 | NONE | PUBLIC CHARITY | EDUCATION | $25,000 |
| KENYA EDUCATION FUND | |||||||
| 360 EAST 72ND STREET SUITE 3405 | NEW YORK | NY | 10021 | NONE | PUBLIC CHARITY | EDUCATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 54500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23,900 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII | |
| Gain Sales Assets Oth Than Invntry | GainSalesAssetsOthThanInvntry | |
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $23,948 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 23948 | 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 |
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 | ANDREW HELLER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 HENDRICKS ISLE UNIT 10 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 50000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMERICAN CAP AGY CORP COM | 108576 | 92040 |
| ANNALY CAPITAL MGMT INC COM | 33228 | 25140 |
| MEDGENICS INC. | 240972 | 171000 |
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS | Description |
| Amount | $276,982 | Amount |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription |
|---|
| INCOME THROUGH PARTNERSHIP INVESTMENT |
| EAGLE ROCK ENERGY PARTNERS LP 68-0629883 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ANDREW HELLER | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 HENDRICKS ISLE UNIT 10 | AddressLine1 |
| City | FT LAUDERDALE | City |
| State | FL | State |
| ZIP Code | 33301 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | Category |
| Amount | $276 | Amount |
| Net Investment Income | 276 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments