LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-08
- IRS object ID
- 201203139349100005
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-08T10:30:56-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 341900735 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | 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 | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133877532 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LEONARD FRIEDLAND CHARITABLE | BusinessNameLine1 |
| Business Name Line2 | FOUNDATION - C/O CBIZ MHM LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LEON | NameControl |
| Phone | 3055034200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD PRESANT | Name |
| Title | DIRECTOR | Title |
| Phone | 2125577200 | Phone |
| Date Signed | 2012-11-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE DANNER | Name |
| PTIN | P00021233 | PTIN |
| Phone | 3055034200 | 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 | 2342576 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 26752 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 26752 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 37280 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 37280 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 135196 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 511716 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 135196 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 199228 | TotalRevenueAndExpenses |
| Total Net Investment Income | 199228 | 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 |
| Legal Fees Rev And Expnss | 1574 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 1574 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 0 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 5051 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5051 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 7106 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 7106 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 405 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 405 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 363 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 363 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 14499 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14499 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 139755 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 139755 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 154254 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14499 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 139755 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 44974 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 184729 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 66964 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 13933 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 13933 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 383319 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 383319 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 395705 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1123531 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1097387 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1423045 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 368997 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 488646 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 509893 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1942811 | TotalAssetsBOY |
| Total Assets EOY | 1983285 | TotalAssetsEOY |
| Total Assets EOYFMV | 2342576 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1639808 | CapitalStockBOY |
| Capital Stock EOY | 1639808 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 303003 | RetainedEarningsBOY |
| Retained Earnings EOY | 343477 | RetainedEarningsEOY |
| Total Net Assets BOY | 1942811 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1983285 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1942811 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1983285 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1942811 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 44974 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1987785 | Subtotal |
| Other Decreases | 4500 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1983285 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (25 entries)
| Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| 0 | 0 | |||||
| 5983 | 5983 | CATERPILLAR INC | 2009-07-15 | 2011-01-06 | 9362 | 3379 |
| 14020 | 14020 | UNION PACIFIC CORP | 2009-05-11 | 2011-01-06 | 30225 | 16205 |
| 13205 | 13205 | ABBOTT LABS | 1997-08-05 | 2011-02-01 | 21331 | 8126 |
| 3496 | 3496 | BECTON DICKINSON CO | 2004-03-11 | 2011-02-01 | 8305 | 4809 |
| 3947 | 3947 | CHEVRON CORP | 2009-03-17 | 2011-02-01 | 11868 | 7921 |
| 14149 | 14149 | CONOCO PHILLIPS | 2008-09-24 | 2011-02-01 | 60688 | 46539 |
| 1994 | 1994 | DISNEY WALT | 2008-02-15 | 2011-02-01 | 11712 | 9718 |
| 6194 | 6194 | DU PONT | 2009-05-11 | 2011-02-01 | 13871 | 7677 |
| 9986 | 9986 | EXXON | 1997-08-05 | 2011-02-01 | 12203 | 2217 |
| 3136 | 3136 | IBM | 2010-01-08 | 2011-02-01 | 16178 | 13042 |
| 4408 | 4408 | NYSE EURONEXT | 2009-01-15 | 2011-02-01 | 12766 | 8358 |
| 5946 | 5946 | PEPSICO INC | 1997-08-05 | 2011-02-01 | 8028 | 2082 |
| 13288 | 13288 | NYSE EURONEXT | 2009-01-05 | 2011-03-14 | 31631 | 18343 |
| 1139 | 1139 | VERIZON PENN | 2006-08-16 | 2011-04-27 | 51435 | 50296 |
| 14370 | 14370 | EATON CORP | 2008-11-06 | 2011-04-28 | 24635 | 10265 |
| 8184 | 8184 | HEWLETT PACKARD CO | 2008-05-09 | 2011-04-28 | 30617 | 22433 |
| -5292 | -5292 | HEWLETT PACKARD CO | 2008-11-06 | 2011-08-10 | 20765 | 26057 |
| -4657 | -4657 | WHIRPOOL CORP | 2010-12-10 | 2011-08-11 | 16753 | 21410 |
| 5009 | 5009 | ABBOTT LABS | 1997-08-05 | 2011-09-16 | 16592 | 11583 |
| 5108 | 5108 | MCDONALDS CORP | 2010-01-08 | 2011-09-16 | 17542 | 12434 |
| 8235 | 8235 | IBM | 2010-01-08 | 2011-10-19 | 31058 | 22823 |
| 3797 | 3797 | ACCENTURE PLS SHS | 2009-10-21 | 2011-10-28 | 10637 | 6840 |
| 10357 | 10357 | JOHNSON & JOHNSON | 1997-08-05 | 2011-10-27 | 10357 | |
| -10806 | -10806 | TEVA PHARMACTLC | 2010-07-22 | 2011-12-22 | 33157 | 43963 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 135196 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 109880 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2277443 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048247 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 121264 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2037603 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.059513 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 176865 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2574180 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.068707 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 132222 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3023352 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.043734 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 176379 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2805497 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.062869 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.283070 | TotalDistributionRatio |
| Average Distribution Ratio | 0.056614 | AverageDistributionRatio |
| Net Noncharitable Assets | 2363306 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 133796 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1847 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 135643 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 139755 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 1847 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 1847 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 1847 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3718 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3718 | TotalCreditsAndPayments |
| Overpayment | 1871 | Overpayment |
| Amount Credited To Next Year | 1871 | 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 |
| States Filed With | DE | StatesFiledWith |
| 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 | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STEPHEN DANNER CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3055034200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 BRICKELL AVENUE SUITE 700 | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33131 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | HOWARD PRESANT | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 THIRD AVENUE 34TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10158 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SEC., TREASURER, MANAGER | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| 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 | 2372088 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 27207 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2399295 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2399295 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 35989 | CashDeemedCharitable |
| Net Noncharitable Assets | 2363306 | NetNoncharitableAssets |
| Minimum Investment Return | 118165 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 118165 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 1847 | TaxBasedOnInvestmentIncome |
| Total Tax | 1847 | TotalTax |
| Distributable Amount Before Adj | 116318 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 116318 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 116318 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 139755 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 139755 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 1847 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 137908 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 116318 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year3 | 32826 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 24846 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 57672 | TotalExcessDistriCarryover |
| Qualifying Distributions | 139755 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 116318 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 23437 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 81109 | 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 | 81109 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 32826 | ExcessFromYear3 |
| Excess From Year2 | 24846 | ExcessFromYear2 |
| Excess From Current Year | 23437 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (62 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ADELPHIA UNIVERSITY STUDENT SCHOLARSHIP FUND | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 10013 | N/A | 501(C)(3) | EDUCATION | $2,500 |
| ADELPHIA UNIVERSITY | |||||||
| 1 SOUTH AVENUE | GARDEN CITY | NY | 11013 | N/A | 501(C)(3) | EDUCATION | $2,500 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK | BRONX | NY | 10461 | N/A | 501(C)(3) | EDUCATION | $1,700 |
| AMAS MUSICAL THEATER | |||||||
| 115 MAC DOUGAL STREET | NEW ROCHELL | NY | 10012 | N/A | 501(C)(3) | EDUCATION | $500 |
| AMERICAN CANCER SOCIETY | |||||||
| 19 WEST 56TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | SCIENTIFIC | $925 |
| AMERICAN FOUNDATION FOR SUICIDE PREVENTION | |||||||
| 120 WALL STREET | NEW ROCHELL | NY | 10005 | N/A | 501(C)(3) | SOCIAL WELFARE | $150 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)(3) | RELIGIOUS | $700 |
| AMERICAN WOMEN FOR INTERNATIONAL UNDERSTAND | |||||||
| PO BOX 60741 | SANTA BARBARA | CA | 93160 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| AMYLOIDOSIS SUPPORT GROUP | |||||||
| 232 ORCHARD DRIVE | WOOD DALE | IL | 60191 | N/A | 501(C)(3) | EDUCATION | $500 |
| AVON WALK FOR BREAST CANCER | |||||||
| 16 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SCIENTIFIC | $1,000 |
| BELL INC | |||||||
| 1361 AMERSTERDAM AVE STE 320 | NEW ROCHELL | NY | 10027 | N/A | 501(C)(3) | EDUCATION | $400 |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | |||||||
| 71 LINCOLN AVENUE | NEW ROCHELL | NY | 10801 | N/A | 501(C)(3) | RELIGIOUS | $100 |
| BROOKLYN HOUSING & FAMILY SERVICES | |||||||
| 415 ALBERMARIE ROAD | BROOKLYN | NY | 11218 | N/A | 501(C)(3) | SOCIAL WELFARE | $50 |
| CAP 21 | |||||||
| 18 WEST 18TH STREET | NEW YORK | NY | 10011 | N/A | 501(C)(3) | EDUCATIONAL | $500 |
| CEI-PEA (CHILD CENTER OF NEW YORK) | |||||||
| 28 WEST 44TH STREET SUITE 300 | NEW YORK | NY | 10036 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| CENTER FOR HEARING AND COMMUNICATION | |||||||
| 50 BROADWAY 6TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL WELFARE | $6,800 |
| COMMUNITY SERVICES OF NY | |||||||
| 105 EAST 22ND STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SOCIAL WELFARE | $350 |
| FENWAY CHARITABLE FUND | |||||||
| PO BOX 7 | SCARSDALE | NY | 105860007 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| FRIARS FOUNDATION | |||||||
| 57 EAST 55TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | EDUCATION | $2,000 |
| GREATER NY COUNCIL BOY SCOUTS | |||||||
| 350 FIFTH AVENUE SUITE 7820 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 |
| HELEN KELLER SERVICES FOR THE BLIND | |||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| HELENIC LAWYERS ASSOCIATION | |||||||
| 21-74 STEINWAY STREET | LONG ISLAND | NY | 11105 | N/A | 501(C)(3) | EDUCATION | $500 |
| IRISH AMERICANS IN GOVERNMENT | |||||||
| PO BOX 494 | WILLSTON PARK | NY | 11596 | N/A | 501(C)(3) | EDUCATION | $375 |
| LITTLE VILLAGE R&D | |||||||
| 750 HICKSVILLE ROAD | SEAFORD | NY | 11783 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,750 |
| LUEKEMIA & LYMPHOMA FOUNDATION | |||||||
| 555 BROAD HOLLOW RD SUITE 403 | MELVILLE | NY | 11747 | N/A | 501(C)(3) | SCIENTIFIC | $400 |
| MAIMONIDERS MEDICAL CENTER | |||||||
| 4802 TENTH AVENUE | BROOKLYN | NY | 11219 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| MINEOLA LIONS CLUB FOUNDATION | |||||||
| 2257 JERICHO TURNPIKE | GARDEN CITY | NY | 11040 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $75,000 |
| MULITPLE HEREDITAY EXOSTOSES RESEARCH FOUNDATION | |||||||
| 149-34 16TH ROAD | WHITESTONE | NY | 11357 | N/A | 501(C)(3) | SCEINTIFIC | $150 |
| NATIONAL MARITIME HISTORICAL SOCIETY | |||||||
| 5 JOHN WALSH BLVD | PEEKSKILL | NY | 10566 | N/A | 501(C)(3) | SOCIAL WELFARE | $300 |
| NEW ROCHELL FUND FOR EDCUATIONAL EXCELLENCE | |||||||
| 265 CLOVE ROAD | NEW ROCHELL | NY | 10801 | N/A | 501(C)(3) | EDUCATION | $300 |
| NEW YORK PRESBYTERIAN FUND | |||||||
| 525 EAST 68TH STREET BOX 123 | NEW YORK | NY | 10021 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| NORTHEASTERN KIDNEY FOUNDATION | |||||||
| 99 TROY ROAD EAST | GREENBUSH | NY | 12061 | N/A | 501(C)(3) | SCEINTIFIC | $500 |
| NYSTPBA SIGNAL 30 FUND NEW YORK TROOPERS PBA | |||||||
| 120 STATE STREET | ALBANY | NY | 12207 | N/A | 501(C)(3) | SOCIAL WELFARE | $450 |
| PANPAPHIAN ASSN OF AMERICA INC | |||||||
| 48-02 25TH AVENUE SUITE 303 | ASTORIA | NY | 11103 | N/A | 501(C)(3) | EDUCATION | $250 |
| QUEENS CENTERS FOR PROGRESS | |||||||
| 24916 GRAND CENTRAL PARKWAY | NEW YORK | NY | 11426 | N/A | 501(C)(3) | SOCIAL WELFARE | $250 |
| QUEENS LIBRARY FOUNDATION | |||||||
| 89-11 MERRICK BLVD | JAMICA | NY | 11432 | N/A | 501(C)(3) | EDUCATION | $5,000 |
| RODER OF AHEPA CHAPTER 41 | |||||||
| 1909 Q STREET NW SUITE 500 | WASHINGTON | DC | 20009 | N/A | 501(C)(3) | RELIGIOUS | $250 |
| ROOT & WINGS | |||||||
| 115 ROUTE 46 SUITE F-1000 | MOUNTIAN LAKES | NJ | 07046 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| SAFE HORIZON | |||||||
| 2 LAFAYETTE STREET 3RD FLOOR | NEW YORK | NY | 10007 | N/A | 501(C)(3) | SOCIAL WELFARE | $600 |
| SAINTS CONSTANTINE AND HELLEN CATHEDRAL | |||||||
| 64 SCHERMERHORN STREET | BRONX | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $150 |
| SOUTH QUEENS BOYS AND GIRLS CLUB | |||||||
| 11004 ATLANTIC AVENUNE | JAMAICA | NY | 11419 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| SPECIAL STRIDES THERAPEUTIC RIDING | |||||||
| 118 FEDERAL ROAD | MONROE TOWNSHIP | NJ | 08831 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 |
| ST JUDE'S CHILDREN HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | SCIENTIFIC | $250 |
| ST PARTICK'S CHURCH | |||||||
| STATE ROAD | BEDFORD | NY | 10506 | N/A | 501(C)(3) | RELIGIOUS | $1,000 |
| TEMPLE EMANUEL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVE | EAST RYE | NY | 10580 | N/A | 501(C)(3) | RELIGIOUS | $2,000 |
| TEMPLE SHAARAY TEFILA | |||||||
| 250 EAST 79TH STREET | NEW YORK | NY | 10075 | N/A | 501(C)(3) | RELIGIOUS | $1,000 |
| THE ALEX MARROW CHILDREN'S FUND | |||||||
| 56 RYE ROAD | RYE | NY | 10580 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| THE EPIPHANY SCHOOL FOUNDATION | |||||||
| 234 EAST 22ND STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | EDUCATION | $100 |
| THE FIRST TEE OF METROPOLITAN NEW YORK | |||||||
| 40 WEST 143RD STREET | NEW YORK | NY | 10037 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| THE JANE GASPERO MEMORIAL LIBRARY FOR CHILDREN | |||||||
| 127 WEST 83RD STREET | NEW YORK | NY | 10024 | N/A | 501(C)(3) | EDUCATION | $300 |
| THE LADIES PHILOPTOCHOS | |||||||
| 7 WEST 55TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | SOCIAL WELFARE | $150 |
| THE TOWN HALL | |||||||
| 123 WEST 43RD STREET | NEW YORK | NY | 10036 | N/A | 501(C)(3) | EDUCATION | $500 |
| TOURO COLLEGE EDUCATION FUND | |||||||
| 23-33 WEST 23RD STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | EDUCATION | $380 |
| UNISPHERE | |||||||
| FLUSHING MEADOWS CORONA PARK | FLUSHING | NY | 11368 | N/A | 501(C)(3) | SOCIAL WELFARE | $400 |
| UNITED HEBREW FOUNDATION UGC FOUNDATION | |||||||
| 391 PELHAM ROAD | NEW ROCHELL | NY | 10805 | N/A | 501(C)(3) | RELIGIOUS | $900 |
| UNITED HEBREW HOME | |||||||
| 391 PELHAM ROAD | NEW ROCHELL | NY | 10805 | N/A | 501(C)(3) | SOCIAL WELFARE | $5,000 |
| UNITED JEWISH APPEAL | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| XAVERIAN HIGH SCHOOL | |||||||
| 7100 SHORE ROAD | BROOKLYN | NY | 11209 | N/A | 501(C)(3) | EDUCATION | $175 |
| YAI | |||||||
| 460 WEST 34TH STREET | NEW YORK | NY | 100012382 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| YMCA | |||||||
| 5 WEST 63RD STREET 6TH FLOOR | NEW YORK | NY | 10023 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 139755 | 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 | $26,752 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $37,280 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $135,196 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $199,228 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 199228 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CBIZ MHM LLC | Category |
| Amount | $5,051 | Amount |
| Net Investment Income | 5051 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 488646 | EOYBookValue |
| EOYFMV | 509893 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 1097387 | EOYBookValue |
| EOYFMV | 1423045 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 383319 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 395705 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DAVIDOFF, MALITO & HUTCHER | Category |
| Amount | $1,574 | Amount |
| Net Investment Income | 1574 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX EXPENSE | Description |
| Amount | $4,500 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANKING FEES | 183 | 183 | 0 |
| ANNUAL CORPORATE FEE | 180 | 180 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | Category |
| Amount | $7,106 | Amount |
| Net Investment Income | 7106 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $405 | Amount |
| Net Investment Income | 405 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments