JOAN AND LEONARD BARON FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JOAN AND LEONARD BARON FOUNDATION INC (EIN 65-0375771)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-11
- IRS object ID
- 201343169349100374
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-11T08:29:26-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113080565 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHWARTZ & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 SUNRISE HIGHWAY | AddressLine1 |
| City | BELLMORE | City |
| State | NY | State |
| ZIP Code | 11710 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650375771 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOAN & LEONARD BARON FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O SCHWARTZ & COMPANY LLP | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOAN | NameControl |
| Phone | 5164095000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 SUNRISE HIGHWAY | AddressLine1 |
| City | BELLMORE | City |
| State | NY | State |
| ZIP Code | 11710 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J SCHWARTZ | Name |
| Title | SECRETARY | Title |
| Phone | 5164095000 | Phone |
| Date Signed | 2013-10-28 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL J SCHWARTZ CPA | Name |
| PTIN | P00115049 | PTIN |
| Phone | 5164095000 | Phone |
| Date Prepared | 2013-10-24 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 91422 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 2327 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2327 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 13580 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 13653 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 13580 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15907 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15907 | 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 |
| Other Prof Fees Rev And Expnss | 148 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 148 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 148 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 148 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 30060 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 30060 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30208 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 148 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 30060 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14301 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15759 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7561 | CashBOY |
| Investments Corp Stock BOY | 101707 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 91422 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 91422 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 109268 | TotalAssetsBOY |
| Total Assets EOY | 91422 | TotalAssetsEOY |
| Total Assets EOYFMV | 91422 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 109268 | UnrestrictedBOY |
| Unrestricted EOY | 91422 | UnrestrictedEOY |
| Total Net Assets BOY | 109268 | TotalNetAssetsBOY |
| Total Net Assets EOY | 91422 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 109268 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 91422 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 109268 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14301 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 94967 | Subtotal |
| Other Decreases | 3545 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 91422 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 325 SHS MICROSOFT | P | 1986-11-05 | 2012-12-13 | 8599 | 46 | 8553 | 8553 |
| 190 SHS MICROSOFT | P | 1986-11-05 | 2012-12-18 | 5054 | 27 | 5027 | 5027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 13580 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 35736 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 85772 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.416639 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 30176 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 80061 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.376913 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 25184 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 77642 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.324361 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 34950 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 124553 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.280603 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 40890 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 177718 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.230084 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.628600 | TotalDistributionRatio |
| Average Distribution Ratio | 0.325720 | AverageDistributionRatio |
| Net Noncharitable Assets | 106772 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 34778 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 158 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 34936 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 30060 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 315 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 315 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 315 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2382 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2382 | TotalCreditsAndPayments |
| Overpayment | 2067 | Overpayment |
| Amount Credited To Next Year | 2067 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | 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 | SCHWARTZ COMPANY LLP | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5164095000 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2580 SUNRISE HIGHWAY | AddressLine1 |
| City | BELLMORE | City |
| State | NY | State |
| ZIP Code | 11710 | 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 |
|---|---|---|---|---|---|---|---|---|
| LEONARD BARON | ||||||||
| 2100 SOUTH OCEAN BLVD | PALM BEACH | FL | 33480 | PRESIDENT/DIRECTOR | 0.00 | 0 | 0 | 0 |
| MICHAEL J SCHWARTZ CO SCHWARTZ CO | ||||||||
| 2580 SUNRISE HIGHWAY | BELLMORE | NY | 11710 | SECRETARY | 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 | 105909 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 2489 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 108398 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 108398 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1626 | CashDeemedCharitable |
| Net Noncharitable Assets | 106772 | NetNoncharitableAssets |
| Minimum Investment Return | 5339 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5339 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 315 | TaxBasedOnInvestmentIncome |
| Total Tax | 315 | TotalTax |
| Distributable Amount Before Adj | 5024 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5024 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5024 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 30060 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 30060 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 30060 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5024 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 32050 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 29060 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 21336 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 26229 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 32075 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 140750 | TotalExcessDistriCarryover |
| Qualifying Distributions | 30060 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5024 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 25036 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 165786 | 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 | 32050 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 133736 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 29060 | ExcessFromYear4 |
| Excess From Year3 | 21336 | ExcessFromYear3 |
| Excess From Year2 | 26229 | ExcessFromYear2 |
| Excess From Year1 | 32075 | ExcessFromYear1 |
| Excess From Current Year | 25036 | ExcessFromCurrentYear |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Date Of Ruling | 1993-03-26 | DateOfRuling |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LEONARD BARON | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| MERRICK JEWISH CENTER | |||||||
| 225 FOX BLVD | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | CHARITABLE | $270 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 E 59TH ST 14 | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| AMERICAN CANCER SOCIETY | |||||||
| 6800 JERICHO TURNPIKE | SYOSSET | NY | 11791 | NONE | PUBLIC CHARITY | CHARITABLE | $5,000 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITIY | |||||||
| 1 BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | CHARITABLE | $3,000 |
| NORTON MUSEUM OF ART | |||||||
| 1451 S OLIVE AVE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| DOCTORS WITHOUT BORDERS | |||||||
| 333 7TH AVE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| CONGREGATION EMANUEL | |||||||
| 2 LAKE STREET | SAN FRANCISCO | CA | 94118 | NONE | PUBLIC CHARITY | CHARITABLE | $1,390 |
| SMILE TRAIN | |||||||
| 41 MADISON AVENUE 28 | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| TOWN OF PALM BEACH UNITED WAY | |||||||
| 44 COCOANUT ROW | PALM BEACH | FL | 33480 | NONE | PUBLIC CHARITY | CHARITABLE | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 111 JOHN STREET 23 | NEW YORK | NY | 10038 | NONE | PUBLIC CHARITY | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 30060 | 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 | $2,327 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $13,580 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,907 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15907 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | INVESTMENTS | NameOfStock |
| EOY Book Value | 91422 | EOYBookValue |
| EOYFMV | 91422 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED LOSS ON SECURITIES | Description |
| Amount | $3,545 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FILING FEE | Category |
| Amount | $148 | Amount |
| Net Investment Income | 148 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |