FELDENKREIS FAMILY FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- FELDENKREIS FAMILY FOUNDATION INC (EIN 65-0526541)
- Tax period
- 2010-05-01 to 2011-04-30
- Filed
- 2011-07-07
- IRS object ID
- 201111889349100506
- Schema version
- 2010v3.2
- 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 Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Reduction Explanation Statement
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-07T15:53:30-05:00 | Timestamp |
| Tax Period End Date | 2011-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MALLAH FURMAN & CO PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 BRICKELL BAY DRIVE | 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 | 2010-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650526541 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FELDENKREIS FAMILY FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O GEORGE FELDENKREIS | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FELD | NameControl |
| Phone | 3055922760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEORGE FELDENKREIS | Name |
| Title | PRESIDENT | Title |
| Phone | 3058731304 | Phone |
| Date Signed | 2011-06-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GARY W DIX | Name |
| Phone | 3053716200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2913803 | 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 |
| Dividends Rev And Expnss | 20385 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 20385 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 928 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 50131 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 928 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 21313 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21313 | 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 | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1500 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 4200 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 4200 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 8819 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 16019 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 5700 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 147491 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 147491 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 163510 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 5700 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 147491 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -142197 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 15613 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 331780 | CashBOY |
| Cash EOY | 34130 | CashEOY |
| Cash EOYFMV | 34130 | CashEOYFMV |
| Investments Corp Stock BOY | 692860 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 848313 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2879673 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1024640 | TotalAssetsBOY |
| Total Assets EOY | 882443 | TotalAssetsEOY |
| Total Assets EOYFMV | 2913803 | 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 | 1024640 | RetainedEarningsBOY |
| Retained Earnings EOY | 882443 | RetainedEarningsEOY |
| Total Net Assets BOY | 1024640 | TotalNetAssetsBOY |
| Total Net Assets EOY | 882443 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1024640 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 882443 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1024640 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -142197 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 882443 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 882443 | 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 |
|---|---|---|---|---|---|---|---|
| GS INVESTMENT GRADE CREDIT FUND A | P | 2010-07-13 | 2011-02-09 | 50000 | 49203 | 797 | 797 |
| CAPITAL GAINS DIVIDENDS | P | 131 | 131 | 131 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 928 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 132847 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1663315 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.079869 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 309842 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1564773 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.198011 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 338170 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3148272 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.107414 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 284448 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3648964 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.077953 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 87023 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1661665 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052371 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.515618 | TotalDistributionRatio |
| Average Distribution Ratio | 0.103124 | AverageDistributionRatio |
| Net Noncharitable Assets | 2454637 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 253132 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 156 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 253288 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 147491 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 312 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 312 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 312 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4400 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4400 | TotalCreditsAndPayments |
| Overpayment | 4088 | Overpayment |
| Amount Credited To Next Year | 320 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3768 | 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 | FL | 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 | NONE | WebsiteAddress |
| Books In Care Of Person Name | GEORGE FELDENKREIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3055922760 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE | AddressLine1 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE FELDENKREIS | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| FANNY HANONO | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | SECRY/TREAS. | 0.00 | 0 | 0 | 0 |
| OSCAR FELDENKREIS | ||||||||
| 3000 NORTHWEST 107 AVENUE | MIAMI | FL | 33172 | V/PRESIDENT | 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 | 2382328 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 109689 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2492017 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 224699 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2492017 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 37380 | CashDeemedCharitable |
| Net Noncharitable Assets | 2454637 | NetNoncharitableAssets |
| Minimum Investment Return | 122732 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 122732 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 312 | TaxBasedOnInvestmentIncome |
| Total Tax | 312 | TotalTax |
| Distributable Amount Before Adj | 122420 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 122420 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 122420 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 147491 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 147491 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 147491 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 122420 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 3940 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 121400 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 181332 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 231687 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 54049 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 592408 | TotalExcessDistriCarryover |
| Qualifying Distributions | 147491 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 122420 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 25071 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 617479 | 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 | 3940 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 613539 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 121400 | ExcessFromYear4 |
| Excess From Year3 | 181332 | ExcessFromYear3 |
| Excess From Year2 | 231687 | ExcessFromYear2 |
| Excess From Year1 | 54049 | ExcessFromYear1 |
| Excess From Current Year | 25071 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE FELDENKREIS | ContributingManager |
| Shareholder Manager | GEORGE FELDENKREIS | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF RAMBAM MEDICAL CENTER | |||||||||
| 521 FIFTH AVENUE SUITE 1731 | NEW YORK | NY | 10175 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $20,000 | ||
| CHAI LIFELINE | |||||||||
| 1140 NE 163RD ST 8 | NORTH MIAMI BEACH | FL | 33162 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | ||
| DIASPORA YESHIVA TORA YISRAEL | |||||||||
| NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | BOX 6426 MT ZION JERUSALEM | IS | ||||
| FRIENDS OF ISRAEL DEFENSE FORCES | |||||||||
| 350 FIFTH AVENUE | NEW YORK | NY | 10118 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $35,000 | ||
| GREATER MIAMI JEWISH FEDERATION | |||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $12,500 | ||
| HEBREW IMMIGRANT AID SOCIETY | |||||||||
| 333 SEVENTH AVENUE 16TH FLOOR | NEW YORK | NY | 100015019 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | ||
| HOPE FOR VISION | |||||||||
| 1440 BROADWAY 21ST FLOOR | NEW YORK | NY | 10018 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | ||
| JEWISH LEADERSHIP INSITUTE | |||||||||
| 925 ARTHUR GODFREY ROAD 101 | MIAMI BEACH | FL | 331403337 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $5,000 | ||
| JEWISH MUSEUM OF FLORIDA | |||||||||
| 301 WASHINGTON AVENUE | MIAMI BEACH | FL | 331396906 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,800 | ||
| JUVENILE DIABETES RESEARCH FOUNDATION | |||||||||
| 26 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $1,000 | ||
| MT SINAI MEDICAL CENTER FOUNDATION | |||||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $2,500 | ||
| NA'AMAT USA | |||||||||
| 3950 BISCAYNE BLVD | MIAMI | FL | 331373721 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $200 | ||
| OUR ELDER BROTHERS AND SISTER FOUNDATION | |||||||||
| 1177 KANE CONCOURSE SUITE 112 | BAY HARBOR ISLANDS | FL | 33154 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $5,000 | ||
| ROOTS OF HOPE | |||||||||
| 420 LINCOLN ROAD | MIAMI BEACH | FL | 33139 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $100 | ||
| SIMON WIESENTHAL CENTER | |||||||||
| 1399 SOUTH ROXBURY DRIVE 3RD FLOOR | LOS ANGELES | CA | 900354709 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $20,000 | ||
| SPECIAL OLYMPICS FLORIDA | |||||||||
| 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $100 | ||
| TEMPLE BETH SHMUEL | |||||||||
| 1700 MICHIGAN AVENUE | MIAMI BEACH | FL | 331392417 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $236 | ||
| TEMPLE MENORAH | |||||||||
| 620 75TH STREET | MIAMI BEACH | FL | 33141 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $29,955 | ||
| UNIVERSITY OF MIAMI | |||||||||
| 1252 MEMORIAL DRIVE | CORAL GABLES | FL | 33146 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $10,000 | ||
| WOMEN'S AUXILIARY OF TEMPLE MENORAH | |||||||||
| 620 75TH STREET | MIAMI BEACH | FL | 33141 | NONE | PUBLIC | SUPPORT CONTRIBUTION | $100 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 147491 | 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 | $20,385 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $928 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $21,313 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 21313 | 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 | ACCOUNTING FEES | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 1500 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| PERRY ELLIS INT'L - CS | 544057 | 2559167 |
| SPDR BARCLAYS CAPITAL HIGH | 148803 | 157465 |
| GS INVESTMENT GRADE CREDIT FUND | 155453 | 163041 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL INCOME TAXES | 8769 | 0 | 0 |
| BANK CHARGES | 50 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKERAGE FEES | Category |
| Amount | $4,200 | Amount |
| Net Investment Income | 4200 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Reduction Explanation Statement ReductionExplanationStatement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER IS CLAIMING A 10% REDUCTION IN THE FMV OF PERRY ELLIS INTERNATIONAL. THE REASON IS THAT A SALE OF A LARGE BLOCK OF THIS STOCK WOULD DEPRESS THE MARKET VALUE BECAUSE THIS IS A RELATED PARTY TRANSACTION UNDER THE RESTRICTIONS OF THE S.E.C. | Explanation |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | GEORGE FELDENKREIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3000 NORTHWEST 107 AVENUE MIAMI FLA | AddressLine1 |
| Address Line2 | 33172 | AddressLine2 |
| City | MIAMI | City |
| State | FL | State |
| ZIP Code | 33172 | ZIPCode |
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