ELLMAN FOUNDATION: Form 990PF, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
ELLMAN FOUNDATION (EIN 13-6160971)
Tax period
2009-12-01 to 2010-11-30
Filed
2011-03-30
IRS object ID
201110899349100001
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-03-30T09:12:41-05:00Timestamp
Tax Period End Date2010-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Marks Paneth & Shron LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line188 Froehlich Farm BlvdAddressLine1
CityWoodburyCity
StateNYState
ZIP Code11797ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2009-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN136160971EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ellman foundation inc co Marks Paneth & Shron llpBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlELLMNameControl
Phone2125038800Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1622 THIRD AVENUE No FL 7AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJAN ELLMANName
TitleTREASURERTitle
Phone2125038800Phone
Date Signed2011-03-23DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameWilliam JenningsName
Phone5169925900Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeXAddressChange
Exempt PFXExemptPF
FMV Assets EOY1881459FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss100000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss75InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm75InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss27178DividendsRevAndExpnss
Dividends Net Invst Incm27178DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss64782NetGainSaleAssetsRevAndExpnss
Gross Sales Price985716GrossSalesPrice
Capital Gain Net Incm Net Invst Incm64782CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses192035TotalRevenueAndExpenses
Total Net Investment Income92035TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss3000AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm1500AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss15766OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm15766OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps0OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss710TaxesRevAndExpnss
Taxes Net Invst Incm460TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss19476TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm17726TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss88500ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps88500ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss107976TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm17726TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps88500TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses84059ExcessOfRevenueOverExpenses
Net Investment Income74309NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY70547CashBOY
Cash EOY78866CashEOY
Cash EOYFMV78866CashEOYFMV
Savings And Temp Cash Invst BOY21191SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY304630SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV304630SavingsAndTempCashInvstEOYFMV
Investments Other BOY1501746InvestmentsOtherBOY
Investments Other EOY1294047InvestmentsOtherEOY
Investments Other EOYFMV1497963InvestmentsOtherEOYFMV
Total Assets BOY1593484TotalAssetsBOY
Total Assets EOY1677543TotalAssetsEOY
Total Assets EOYFMV1881459TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY1593484RetainedEarningsBOY
Retained Earnings EOY1677543RetainedEarningsEOY
Total Net Assets BOY1593484TotalNetAssetsBOY
Total Net Assets EOY1677543TotalNetAssetsEOY
Total Liabilities Net Assets BOY1593484TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY1677543TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY1593484TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses84059ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal1677543Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY1677543TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (88 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
FEDERATED PRUDENTP2010-05-192010-11-053609839291-3193-3193
HOWARD HUGHES CORPP2010-09-182010-11-15201377
OCCIDENTAL PETROLEUMP2009-03-182010-11-188811564431673167
TOTAL S.A. FRANCE SPONP2009-03-182010-11-1892618522739739
TOTAL S.A. FRANCE SPONP2009-10-152010-11-18794938-144-144
GENERAL ELECTRICP2010-01-292010-06-3052535832-579-579
HOME DEPOTP2009-10-152010-06-301345712831626626
LEAR CORPP2010-04-162010-06-3078309509-1679-1679
PRAXAIR INCP2009-10-152010-06-3023212506-185-185
INDUSTRIAL SECTORP2009-10-152010-06-305575421515
INDUSTRIAL SECTORP2010-01-292010-06-3017811177288383
MCDONALDSP2009-03-182010-06-307635623514001400
PRAXAIR INCP2009-03-182010-06-30143151179625192519
BANK OF AMERICAP2010-01-282010-06-081219612719-523-523
CITIGROUPP2010-04-162010-06-0836604606-946-946
FREEPORT MCMORANP2010-04-162010-06-08843611330-2894-2894
GOLDMAN SACHSP2009-10-152010-06-0820452856-811-811
MORGAN STANLEYP2010-04-162010-06-081665319375-2722-2722
FINANCIAL SECTORP2009-10-152010-06-0835103968-458-458
GOLDMAN SACHSP2009-03-182010-06-08190891387052195219
FINANCIAL SECTORP2009-03-182010-06-084584305115331533
INTEL CORPP2009-10-152010-05-10102339573660660
JPMORGAN CHASEP2009-10-152010-05-251487118063-3192-3192
TEVA PHARMACEUTICALSP2009-10-152010-05-25193981766417341734
WELLS FARGOP2009-03-182010-05-257750408736633663
FINANCIAL SECTORP2008-09-182010-05-193115546130-14975-14975
FINANCIAL SECTORP2009-03-182010-05-19168721050863646364
BANK OF AMERICAP2009-10-152010-04-1626452364281281
COLGATE PALMOLIVEP2009-10-152010-04-164213922929
NTHN TRUSTP2009-10-152010-04-1614311473-42-42
THERMO FISHERP2009-10-152010-04-16127321129514371437
INDUSTRIAL SECTORP2009-10-152010-04-1612811084197197
BANK OF AMERICAP2009-03-182010-04-16168021398628162816
COLGATE PALMOLIVEP2009-03-062010-04-169259606031993199
NTHN TRUSTP2009-03-182010-04-161374114170-429-429
PRAXAIR INCP2009-03-182010-04-1611725860831173117
TOTAL S.A. FRANCE SPONP2009-03-182010-04-1610131852216091609
INDUSTRIAL SECTORP2009-03-182010-04-1626896152831161311613
SPDR LEHMANP2009-03-182010-04-161100111011-10-10
COCA COLAP2009-03-182010-01-287043541816251625
COLGATE PALMOLIVEP2009-03-062010-01-288069550925602560
EQT CORPP2009-10-152010-01-281256412661-97-97
NOVARTISP2009-03-182010-01-2810816757632403240
OCCIDENTAL PETROLEUMP2009-03-182010-01-288110586722432243
THERMO FISHERP2009-10-152010-01-2895149648-134-134
UNION PACIFIC CORPP2009-03-182010-01-28253261594593819381
UNION PACIFIC CORPP2009-10-152010-01-28618629-11-11
XTO ENERGYP2009-10-152010-01-281304712737310310
SPDR LEHMANP2009-03-182010-02-231833918352-13-13
SPDR LEHMANP2009-03-182010-01-281100411011-7-7
FEDERATED PRUDENTP2010-05-192010-11-053591739095-3178-3178
APOLLO GROUPP2009-10-192010-09-071152718915-7388-7388
BANK OF AMERICAP2009-10-192010-09-07640682-42-42
APPLIED MATERIALSP2009-03-182010-09-0786268517109109
BANK OF AMERICAP2009-03-182010-09-0753775439-62-62
CVS CORPP2010-09-0733514398-1047-1047
CVS CORPP2010-09-0774129704-2292-2292
CVS CORPP2010-09-0734644699-1235-1235
CVS CORPP2010-09-07369236454747
RESEARCH IN MOTIONP2010-09-07146761344812281228
TRANSOCEANP2009-03-062010-09-0759245467457457
MONSANTOP2010-10-192010-06-30234386-152-152
GILEAD SCIENCESP2009-03-182010-06-301826923541-5272-5272
MONSANTOP2007-08-212010-06-30754810405-2857-2857
MONSANTOP2009-03-182010-06-30469835-366-366
UNION PACIFIC CORPP2009-03-182010-06-3024313134171089610896
WALT DISNEYP2009-03-182010-06-3023728134151031310313
CHESAPEAKE ENERGYP2009-10-192010-06-08354433-79-79
PRUDENTIALP2010-03-092010-06-081322813615-387-387
STATE STREETP2010-03-092010-06-081063213574-2942-2942
CHESAPEAKE ENERGYP2009-03-182010-06-08151011131637853785
FLUOR CORPP2009-03-182010-06-0810513920813051305
NOBLE CORPP2009-03-062010-06-087052588511671167
PRECISION CASTPARTSP2009-03-182010-06-0813503773357705770
SOWSTN ENERGYP2009-03-182010-06-0813128974533833383
MOLSON COORSP2009-10-192010-05-1910821256-174-174
PROCTOR AND GAMBLEP2009-10-192010-05-19274542523722172217
TEVA PHARMACEUTICALSP2009-10-192010-05-25171491546316861686
GOOGLEP2007-01-302010-05-25949990-41-41
GOOGLEP2007-06-192010-05-2561716688-517-517
GOOGLEP2007-07-172010-05-2571208337-1217-1217
GOOGLEP2007-08-082010-05-2552215755-534-534
GOOGLEP2009-03-182010-05-254747332414231423
MOLSON COORSP2009-03-182010-05-19212081621249964996
SCHWAB CHARLESP2009-03-182010-03-09138901073031603160
SOWSTN ENERGYP2009-03-182010-03-09145531020943444344
SPDR LEHMANP2009-03-182010-03-094240142440-39-39
SPDR LEHMANP2009-03-182010-02-242796327988-25-25
FieldValueIRS element (for citing)
Capital Gain Net Income64782CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year180750QualifyingDistributionsYear1
Noncharitable Assets Year11777021NoncharitableAssetsYear1
Distribution Ratio Year10.045441DistributionRatioYear1
Qualifying Distributions Year283000QualifyingDistributionsYear2
Noncharitable Assets Year21990419NoncharitableAssetsYear2
Distribution Ratio Year20.041700DistributionRatioYear2
Qualifying Distributions Year383855QualifyingDistributionsYear3
Noncharitable Assets Year31908614NoncharitableAssetsYear3
Distribution Ratio Year30.043935DistributionRatioYear3
Qualifying Distributions Year484763QualifyingDistributionsYear4
Noncharitable Assets Year462409NoncharitableAssetsYear4
Distribution Ratio Year41.358186DistributionRatioYear4
Qualifying Distributions Year572158QualifyingDistributionsYear5
Noncharitable Assets Year51401692NoncharitableAssetsYear5
Distribution Ratio Year50.051479DistributionRatioYear5
Total Distribution Ratio1.540741TotalDistributionRatio
Average Distribution Ratio0.308148AverageDistributionRatio
Net Noncharitable Assets1875233NetNoncharitableAssets
Adjusted Noncharitable Assets577849AdjustedNoncharitableAssets
One Percent Net Investment Income743OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One578592AdjNonchrtblAssetsAndOnePct
Qualifying Distributions88500QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax1486InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal1486Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income1486TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1503EstTaxPaymentsAndOverpayment
Total Credits And Payments1503TotalCreditsAndPayments
Overpayment17Overpayment
Amount Credited To Next Year17AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMARKS PANETH SHRON LLPBooksInCareOfPersonName
Books In Care Of Phone Number2125038800BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1622 THIRD AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10017ZIPCode

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ESTER ELLMAN
4356 KASSO CIRCLEBOCA RATONFL33487PRESIDENT0.00000
JAN ELLMAN
4356 KASSO CIRCLEBOCA RATONFL33487TREASURER0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

FieldValueIRS element (for citing)
Description1RAISES MONEY THROUGH CONTRIBUTIONS AND INVESTMENTS TO SUPPORT OTHER 501(C)(3) ENITITIES.Description1
Expenses10Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities1613720AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances290070AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets1903790TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets1903790AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable28557CashDeemedCharitable
Net Noncharitable Assets1875233NetNoncharitableAssets
Minimum Investment Return93762MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return93762MinimumInvestmentReturn
Tax Based On Investment Income1486TaxBasedOnInvestmentIncome
Total Tax1486TotalTax
Distributable Amount Before Adj92276DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded92276DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted92276DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions88500ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions88500QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions88500AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted92276DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year462019ExcessDistriCarryoverYear4
Total Excess Distri Carryover62019TotalExcessDistriCarryover
Qualifying Distributions88500QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year88500AppliedToCurrentYear
Remaining Distri From Corpus0RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus3776ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY3776ExcessDistriCyovAppliedCY
Total Corpus58243TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year58243ExcessDistriCyovToNextYear
Excess From Year458243ExcessFromYear4

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerESTER ELLMANContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
ANTI-DEFAMATION LEAGUE
1 NW 53RD STREET 1MIAMIFL33127NONECHARITYCOMMUNITY$5,000
AIDS TO VICTIMS
6018 SW 18TH STREET C6BOCA RATONFL33486NONECHARITYMEDICAL$2,000
AMERICAN COMMITTEE FOR WEIZMAN INSTITUTE
1555 PALM BEACH LAKES BLVD STE 410WEST PALM BEACHFL33401NONECHARITYMEDICAL$5,000
BOCA RATON COMMUNITY HOSPITAL FOUNDATION
800 MEADOWS ROADBOCA RATONFL33486NONECHARITYMEDICAL$40,000
CONGREGATION AHAVATH SHOLOM
2568 E BROAD STREETCOLUMBUSOH43209NONECHARITYRELIGIOUS$1,000
CROHN'S & COLITIS FOUNDATION
21301 POWERLINE ROAD STE 301BOCA RATONFL33433NONECHARITYMEDICAL$4,000
HOSPICE BY THE SEA
1531 WEST PALMETTO PARK ROADBOCA RATONFL33486NONECHARITYMEDICAL$2,000
JARC
21160 95TH AVENUE SOUTHBOCA RATONFL33428NONECHARITYMEDICAL$5,000
JEWISH FOUNDATION
9901 DONNA KLEIN BLVDBOCA RATONFL33428NONECHARITYRELIGIOUS$5,000
UNITED STATES HOLOCAUST MEMORIAL MUSEUM
60 EAST 42ND STREET 2540NEW YORKNY10165NONECHARITYRELIGIOUS$5,000
ST JUDES
501 ST JUDE PLACEMEMPHISTN38105NONECHARITYMEDICAL$1,500
VALENCIA PALMS CANCER
1192 EAST NEWPORT CENTER DR STE 100DEERFIELD BEACHFL33442NONECHARITYCOMMUNITY$10,000
VANDERBUILT UNIVERSITY
2301 VANDERBUILT PLACENASHVILLETN37240NONECHARITYMEDICAL$2,500
MAKE-A-WISH
4491 SOUTH STATE ROAD 7HOLLYWOODFL33021NONECHARITYDONATION$500
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year88500TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$75ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$27,178ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion$64,782ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$92,035ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA92035TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualESTER ELLMANContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line14356 KASSO CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33487ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions100000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategory
Amount$3,000Amount
Net Investment Income1500NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value1294047BookValue
EOYFMV1497963EOYFMV

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategory
Amount$15,766Amount
Net Investment Income15766NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameESTER ELLMANPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line14356 KASSO CIRCLEAddressLine1
CityBOCA RATONCity
StateFLState
ZIP Code33487ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
NYS CHARITIES FEE$25000
FOREIGN TAX$4604600

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