ELLMAN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ELLMAN FOUNDATION (EIN 13-6160971)
- Tax period
- 2011-12-01 to 2012-11-30
- Filed
- 2013-03-22
- IRS object ID
- 201340819349100004
- Schema version
- 2011v1.2
- 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 Other Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-22T11:55:23-05:00 | Timestamp |
| Tax Period End Date | 2012-11-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 88 FROEHLICH FARM BLVD | AddressLine1 |
| City | WOODBURY | City |
| State | NY | State |
| ZIP Code | 11797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-12-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136160971 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELLMAN FOUNDATION CO MARKS PANETH & SHRON LLP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ELLM | NameControl |
| Phone | 2125038800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE NO FL 5 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAN ELLMAN | Name |
| Title | TREASURER | Title |
| Phone | 2125038800 | Phone |
| Date Signed | 2013-01-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM JENNINGS | Name |
| PTIN | P00547150 | PTIN |
| Phone | 5169925900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2028987 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 100000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 116 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 116 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 32391 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 32391 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 107254 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1435683 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 107254 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 239761 | TotalRevenueAndExpenses |
| Total Net Investment Income | 139761 | 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 | 3300 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1650 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 26149 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 26149 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 153 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 153 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 29602 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 27952 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 100000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 100000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 129602 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 27952 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 100000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 110159 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 111809 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 68885 | CashBOY |
| Cash EOY | 65701 | CashEOY |
| Cash EOYFMV | 65701 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 91366 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 41266 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 41266 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 1539430 | InvestmentsOtherBOY |
| Investments Other EOY | 1702873 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1922020 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1699681 | TotalAssetsBOY |
| Total Assets EOY | 1809840 | TotalAssetsEOY |
| Total Assets EOYFMV | 2028987 | 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 | 1699681 | RetainedEarningsBOY |
| Retained Earnings EOY | 1809840 | RetainedEarningsEOY |
| Total Net Assets BOY | 1699681 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1809840 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1699681 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1809840 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1699681 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 110159 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1809840 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1809840 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (9 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Date AcquiredDateAcquired |
|---|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL | P | 2012-09-14 | 50862 | 49789 | 1073 | 1073 | |
| FEDERATED MUNICIPAL | P | 2012-09-14 | 200578 | 200578 | 0 | 0 | |
| BLACKROCK GLOBAL | P | 2012-09-14 | 48923 | 47890 | 1033 | 1033 | |
| FEDERATED MUNICIPAL | P | 2012-09-14 | 200578 | 200578 | 0 | 0 | |
| SPDR GOLD TRUST | P | 2012-03-22 | 38970 | 26420 | 12550 | 12550 | 2010-02-24 |
| SEE ATTACHMENT A | P | 2011-12-02 | 160420 | 180898 | -20478 | -20478 | |
| SEE ATTACHMENT A | P | 2011-12-02 | 303227 | 229783 | 73444 | 73444 | |
| SEE ATTACHMENT B | P | 2011-12-02 | 141572 | 150905 | -9333 | -9333 | |
| SEE ATTACHMENT B | P | 2011-12-02 | 290553 | 241588 | 48965 | 48965 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 107254 | CapitalGainNetIncome |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 2236 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2236 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2236 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 914 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 914 | TotalCreditsAndPayments |
| Tax Due | 1322 | 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 | NY | 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 | N/A | WebsiteAddress |
| Books In Care Of Person Name | MARKS PANETH SHRON LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2125038800 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ESTHER ELLMAN | ||||||||
| 4356 KASSO CIRCLE | BOCA RATON | FL | 33487 | PRESIDENT | 5.00 | 0 | 0 | 0 |
| JAN ELLMAN | ||||||||
| 4356 KASSO CIRCLE | BOCA RATON | FL | 33487 | TREASURER | 1.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | RAISES MONEY THROUGH CONTRIBUTIONS AND INVESTMENTS TO SUPPORT OTHER 501(C)(3) ENITITIES. | Description1 |
| Expenses1 | 0 | Expenses1 |
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 | 1642756 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 399007 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2041763 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2041763 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 30626 | CashDeemedCharitable |
| Net Noncharitable Assets | 2011137 | NetNoncharitableAssets |
| Minimum Investment Return | 100557 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 100557 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2236 | TaxBasedOnInvestmentIncome |
| Total Tax | 2236 | TotalTax |
| Distributable Amount Before Adj | 98321 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 98321 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 98321 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 100000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 100000 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 98321 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year1 | 5664 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5664 | TotalExcessDistriCarryover |
| Qualifying Distributions | 100000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 98321 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1679 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7343 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 7343 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 5664 | ExcessFromYear1 |
| Excess From Current Year | 1679 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ESTHER ELLMAN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AID TO VICTIMS OF DOMESTIC ABUSE | |||||||
| 6018 SW 18TH STREET C6 | BOCA RATON | FL | 33486 | NONE | CHARITY | MEDICAL | $2,000 |
| AMERICAN COMMITTEE FOR WEIZMAN INSTITUTE FOUNDATION | |||||||
| 1555 PALM BEACH LAKES BLVD STE 410 | WEST PALM BEACH | FL | 33401 | NONE | CHARITY | MEDICAL | $5,000 |
| ANTI-DEFAMATION LEAGUE | |||||||
| 1 NW 53RD STREET 1 | MIAMI | FL | 33127 | NONE | CHARITY | COMMUNITY | $7,000 |
| BOCA RATON REGIONAL HOSPITAL FOUNDATION | |||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | NONE | CHARITY | MEDICAL | $65,000 |
| CONGREGATION AHAVATH SHOLOM | |||||||
| 2568 E BROAD STREET | COLUMBUS | OH | 43209 | NONE | CHARITY | RELIGIOUS | $1,000 |
| CROHN'S & COLITIS FOUNDATION OF AMERICA | |||||||
| 21301 POWERLINE ROAD STE 301 | BOCA RATON | FL | 33433 | NONE | CHARITY | MEDICAL | $3,000 |
| HOSPICE BY THE SEA | |||||||
| 1531 WEST PALMETTO PARK ROAD | BOCA RATON | FL | 33486 | NONE | CHARITY | MEDICAL | $2,000 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | CHARITY | RELIGIOUS | $5,000 |
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | CHARITY | MEDICAL | $1,500 |
| MAKE-A-WISH FOUNDATION | |||||||
| 4491 SOUTH STATE ROAD 7 | HOLLYWOOD | FL | 33021 | NONE | CHARITY | DONATION | $1,000 |
| ST JUDES CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | CHARITY | MEDICAL | $2,000 |
| ST MARY'S HOSPITAL | |||||||
| 350 BOULEVARD | PASSAIC | NJ | 07055 | NONE | CHARITY | MEDICAL | $2,500 |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | NONE | CHARITY | DONATION | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 100000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $116 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $32,391 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $107,254 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $139,761 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 139761 | 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 | ESTHER ELLMAN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4356 KASSO CIRCLE | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33487 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 100000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $3,300 | Amount |
| Net Investment Income | 1650 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1702873 | BookValue |
| EOYFMV | 1922020 | EOYFMV |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $26,149 | Amount |
| Net Investment Income | 26149 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | ESTHER ELLMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4356 KASSO CIRCLE | AddressLine1 |
| City | BOCA RATON | City |
| State | FL | State |
| ZIP Code | 33487 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | Category |
| Amount | $153 | Amount |
| Net Investment Income | 153 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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