LEONARD FRIEDLAND CHARITABLE FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LEONARD FRIEDLAND CHARITABLE FOUNDATION INC (EIN 13-3877532)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-27
- IRS object ID
- 201112709349100301
- Schema version
- 2010v3.4
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-27T12:15:08-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 2010-01-01 | 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 | 2011-09-27 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE DANNER | Name |
| Phone | 3055034200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 2422478 | 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 | 20488 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 20488 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 20488 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 41013 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41013 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 41013 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 120953 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1205631 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 120953 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 182454 | TotalRevenueAndExpenses |
| Total Net Investment Income | 182454 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 61501 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4162 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 2344 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 188 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 695 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7389 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 109880 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 109880 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 117269 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 109880 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 65185 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 182454 | NetInvestmentIncome |
| Adjusted Net Income | 61501 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 51365 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 66964 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 66964 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 123585 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 383319 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 393243 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 1554001 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1123531 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1579206 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 150975 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 368997 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 383065 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 1879926 | TotalAssetsBOY |
| Total Assets EOY | 1942811 | TotalAssetsEOY |
| Total Assets EOYFMV | 2422478 | 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 | 240118 | RetainedEarningsBOY |
| Retained Earnings EOY | 303003 | RetainedEarningsEOY |
| Total Net Assets BOY | 1879926 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1942811 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1879926 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1942811 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1879926 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 65185 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1945111 | Subtotal |
| Other Decreases | 2300 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1942811 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | MERRILL LYNCH | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1205631 | GrossSalesPrice |
| Cost Or Other Basis | 1084678 | CostOrOtherBasis |
| Gain Or Loss | 120953 | GainOrLoss |
| Gains Minus Excess Or Losses | 120953 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 120953 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 121264 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2037603 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059513 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 176865 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2574180 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.068707 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 132222 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3023352 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043734 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 176379 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2805497 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.062869 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 141695 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2766841 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.051212 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.286035 | TotalDistributionRatio |
| Average Distribution Ratio | 0.057207 | AverageDistributionRatio |
| Net Noncharitable Assets | 2277443 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 130286 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 1825 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 132111 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 109880 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 3649 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3649 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3649 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2891 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 4500 | TaxPaidWithExtension |
| Total Credits And Payments | 7391 | TotalCreditsAndPayments |
| Overpayment | 3742 | Overpayment |
| Amount Credited To Next Year | 3742 | 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 | 1 | 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 | 2205244 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 106881 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2312125 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2312125 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 34682 | CashDeemedCharitable |
| Net Noncharitable Assets | 2277443 | NetNoncharitableAssets |
| Minimum Investment Return | 113872 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 113872 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3649 | TaxBasedOnInvestmentIncome |
| Total Tax | 3649 | TotalTax |
| Distributable Amount Before Adj | 110223 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 110223 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 110223 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 109880 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 109880 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 109880 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 110223 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 33169 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 24846 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 58015 | TotalExcessDistriCarryover |
| Qualifying Distributions | 109880 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 109880 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 343 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 343 | ExcessDistriCyovAppliedCY |
| Total Corpus | 57672 | 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 | 57672 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 32826 | ExcessFromYear2 |
| Excess From Year1 | 24846 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (65 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 | $3,000 |
| AIDS WALK NY | |||||||
| OLD CHELSEA STATION FLOOR 2 | NEW YORK | NY | 10011 | N/A | 501(C)(3) | SOCIAL WELFARE | $100 |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | |||||||
| 1300 MORRIS PARK | BRONX | NY | 10461 | N/A | 501(C)(3) | EDUCATION | $150 |
| AMERICAN CANCER SOCIETY | |||||||
| 19 WEST 56TH STREET | NEW YORK | NY | 10019 | N/A | 501(C)(3) | SCIENTIFIC | $855 |
| AMERICAN WOMEN FOR INTERNATIONAL UNDERSTAND | |||||||
| PO BOX 60741 | SANTA BARBARA | CA | 93160 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,000 |
| AVON WALK FOR BREAST CANCER | |||||||
| 16 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | 501(C)(3) | SCIENTIFIC | $2,000 |
| BETH EL SYNAGOGUE CENTER | |||||||
| 1324 NORTH AVENUE | NEW ROCHELL | NY | 10804 | N/A | 501(C)(3) | RELIGIOUS | $1,000 |
| BETHESDA BAPTIST CHURCH OF NEW ROCHELL | |||||||
| 71 LINCOLN AVENUE | NEW ROCHELL | NY | 10801 | N/A | 501(C)(3) | RELIGIOUS | $100 |
| BONE MARROW FOUNDATION | |||||||
| 71-04 MYRTLE AVENUE | GLENDALE | NY | 11385 | N/A | 501(C)(3) | SCIENTIFIC | $600 |
| BOY SCOUTS OF AMERICA | |||||||
| 350 FIFTH AVENUE SUITE 430 | NEW YORK | NY | 10118 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| BROOKLYN AHEPA | |||||||
| 61 SCHERMERHORN STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $250 |
| 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 |
| CITY MEALS ON WHEELS | |||||||
| 355 LEXINGTON AVE | NEW YORK | NY | 100176603 | N/A | 501(C)(3) | SOCIAL WELFARE | $6,200 |
| CONGREGATION EMALU-EL OF WESTCHESTER | |||||||
| 2125 WESTCHESTER AVENUE | EAST RYE | NY | 10580 | N/A | 501(C)(3) | RELIGIOUS | $2,000 |
| CROHN'S & COLOTIS FOUNDATION OF AMERICA | |||||||
| 585 STEWART AVENUE SUIT E414G | GARDEN CITY | NY | 115304701 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| EDUCATION & ASSISTANCE CORP | |||||||
| 50 CLINTON STREETSUITE 107 | HEMPSTEAD | NY | 11550 | N/A | 501(C)(3) | EDUCATION | $2,500 |
| ERS CHARITABLE FUND | |||||||
| 300 PARK AVENUE | NEW YORK | NY | 10022 | N/A | 501(C)(3) | SOCIAL WELFARE | $350 |
| FABRETTO FOUNDATION CO POTOMAC MANAGEMENT RESOURCES | |||||||
| 717 PRINCESS STREET | ALEXANDRIA | VA | 22314 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| FAMILY CENTRAL INC DEVELOPMENT DEPT | |||||||
| 840 SW 81ST AVENUE | NORTH LAUDERDALE | FL | 33068 | N/A | 501(C)(3) | SOCIAL WELFARE | $3,000 |
| FENWAY CHARITABLE FUND | |||||||
| PO BOX 7 | SCARSDALE | NY | 105860007 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| FISH DI SAN GENNARO CO MOST PRECIOUS BLOOD CHURCH | |||||||
| 109 MULBERRY STREET | NEW YORK | NY | 10013 | N/A | 501(C)(3) | RELIGIOUS | $2,500 |
| FISHER VETS FUND-TUFTS MEDICAL CENTER | |||||||
| 111 ROCKVILLE PIKE SUITE 420 | ROCKVILLE | MD | 20850 | N/A | 501(C)(3) | SOCIAL WELFARE | $150 |
| FOARE (FOUNDATION FOR OUTDOOR ADVERTISING RESEARCH AND EDUCATION) | |||||||
| 1850 M STREET NW SUITE 1040 | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | EDUCATION | $5,000 |
| FRIENDS OF FACULTY NYU MEDICAL CENTER | |||||||
| 1 WEST AVENUE | LARCHMONT | NY | 10538 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| FURNITURE SHARE HOUSE | |||||||
| 64 SCHERMERHORN STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL WELFARE | $125 |
| HELEN KELLER SERVICES | |||||||
| 57 WILLOUGHBY STREET | BROOKLYN | NY | 11201 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| HELENIC LAWYERS ASSOCIATION | |||||||
| 21-74 STEINWAY STREET | LONG ISLAND | NY | 11105 | N/A | 501(C)(3) | EDUCATION | $500 |
| INNOCENT PROJECT BENEFIT OFFICE | |||||||
| 100 FIFTH AVENUE 3RD FLOOR | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SOCIAL WELFARE | $6,000 |
| IRISH AMERICANS IN GOVERNMENT | |||||||
| PO BOX 494 | WILLSTON PARK | NY | 11596 | N/A | 501(C)(3) | EDUCATION | $500 |
| JEWISH LAWYERS GUILD INC C0 ABRAMS GORELICK FRIEDMAN & JACOBSON PC | |||||||
| ONE BATTERY PARK PLAZA 4TH FLOOR | NEW YORK | NY | 10004 | N/A | 501(C)(3) | EDUCATION | $860 |
| LABYRINTH THEATER COMPANY | |||||||
| 16 WEST 32ND STREET SUITE 10J | NEW YORK | NY | 10001 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| LATINO COMMISSION ON AIDS | |||||||
| 24 WEST 25TH STREET | NEW YORK | NY | 10010 | N/A | 501(C)(3) | SOCIAL WELFARE | $2,500 |
| LEUKEMIA & LYMPHOMA FOUNDATION | |||||||
| 555 BROAD HOLLOW RD SUITE 403 | MELVILLE | NY | 11747 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| LITTLE FLOWER CHILDREN & FAMILY | |||||||
| 186 JORALEMON STREET | BROOKLYN | FL | 11201 | N/A | 501(C)(3) | RELIGIOUS | $2,500 |
| LITTLE VILLAGE R&D | |||||||
| 750 HICKSVILLE ROAD | SEAFORD | NY | 11783 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 |
| LONG ISLAND CARES INC | |||||||
| 10 DAVIDS DRIVE | HAUPPAUGE | NY | 11788 | N/A | 501(C)(3) | SOCIAL WELFARE | $750 |
| LOWELL SCHOOL | |||||||
| 203-05 32ND AVENUE | BAYSIDE | NY | 11361 | N/A | 501(C)(3) | EDUCATION | $500 |
| MINEOLA LIONS CLUB FOUNDATION | |||||||
| 2257 JERICHO TURNPIKE | GARDEN CITY | NY | 11040 | N/A | 501(C)(3) | SCIENTIFIC | $1,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | N/A | 501(C)(3) | SCIENTIFIC | $25,000 |
| NATIONAL CENTER FOR SURBURBAN STUDIES | |||||||
| HOFSTRA UNIVERSITY | HEMPSTEAD | NY | 115491000 | N/A | 501(C)(3) | EDUCATION | $1,000 |
| NATIONAL KIDNEY FOUNDATION OF NE NY | |||||||
| 30 EAST 33RD STREET F-13 | NEW YORK | NY | 100165337 | N/A | 501(C)(3) | SCIENTIFIC | $500 |
| NEW ROCHELL FUND FOR EDCUATIONAL EXCELLENCE | |||||||
| 265 CLOVE ROAD | NEW ROCHELL | NY | 10801 | N/A | 501(C)(3) | EDUCATION | $300 |
| NY CITY RESCUE MISSSION | |||||||
| 90 LAFAYETTE ST | NEW YORK | NY | 100134494 | N/A | 501(C)(3) | SOCIAL WELFARE | $450 |
| NYSTPBA (NEW YORK STATE TROOPERS POLICE BENEVOLENT ASSOC) SIGNAL 30 FUND | |||||||
| NY TROOPERS PBA 120 STATE ST | ALBANY | NY | 12207 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | 501(C)(3) | SCIENTIFIC | $50 |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH STREET NW | WASHINGTON | DC | 200063517 | N/A | 501(C)(3) | SCIENTIFIC | $100 |
| PARTNERS COUNCIL FOR WOMENS HEALTH | |||||||
| 60 WEST 66TH STREET SUITE 24-C | NEW YORK | NY | 10023 | N/A | 501(C)(3) | SCIENTIFIC | $275 |
| 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 |
| SAINTS CONSTANTINE AND HELLEN CATHEDRAL | |||||||
| 64 SCHERMERHORN STREET | BRONX | NY | 11201 | N/A | 501(C)(3) | RELIGIOUS | $125 |
| ST JUDE'S CHILDREN HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | N/A | 501(C)(3) | SCIENTIFIC | $1,000 |
| ST PARTICK'S CHURCH | |||||||
| STATE ROAD | BEDFORD | NY | 10506 | N/A | 501(C)(3) | RELIGIOUS | $750 |
| THE ALEX MARROW CHILDREN'S FUND | |||||||
| 56 RYE ROAD | RYE | NY | 10580 | N/A | 501(C)(3) | EDUCATION | $1,050 |
| THE HAMPTONS SYNAGOGUE | |||||||
| 154 SUNSET AVENUE | WEST HAMPTON | NY | 11978 | N/A | 501(C)(3) | RELIGIOUS | $540 |
| THE JANE GASPERO MEMORIAL LIBRARY FOR CHILDREN | |||||||
| 127 WEST 83RD STREET | NEW YORK | NY | 10024 | N/A | 501(C)(3) | EDUCATION | $200 |
| THE MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1120 FIFTH AVENUE | NEW YORK | NY | 10020 | N/A | 501(C)(3) | EDUCATION | $2,000 |
| THE THOMAS HARTMAN FOUNDATION FOR PARKINSON'S RESEARCH | |||||||
| 72 WEST MAIN STREET SUITE TWO | EAST ISLIP | NY | 11703 | N/A | 501(C)(3) | SCIENTIFIC | $2,000 |
| TOMORROWS HOPE FOUNDATION | |||||||
| 50 NORTH PARK AVENUE | ROCKVILLE | NY | 11571 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 |
| UNITED HEBREW FOUNDATION UGC FOUNDATION | |||||||
| 391 PELHAM ROAD | NEW ROCHELL | NY | 10805 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| UNITED JEWISH APPEAL | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | 501(C)(3) | RELIGIOUS | $500 |
| WALK4HEARING CO KATHERYN SCHWERIN | |||||||
| 69 BURR FARMS ROAD | MOUNT KISCO | NY | 10549 | N/A | 501(C)(3) | SCIENTIFIC | $2,000 |
| WILDCAT SERVICE CORP | |||||||
| 161 HUDSON STREET | NEW YORK | NY | 100132101 | N/A | 501(C)(3) | SOCIAL WELFARE | $500 |
| YAI | |||||||
| 460 WEST 34TH STREET | NEW YORK | NY | 100012382 | N/A | 501(C)(3) | SOCIAL WELFARE | $1,500 |
| YAI CHALLENGE FOR CENTRAL PARK | |||||||
| 460 WEST 34TH STREET | NEW YORK | NY | 100012382 | N/A | 501(C)(3) | EDUCATION | $600 |
| YAI NETWORK | |||||||
| 460 WEST 34TH STREET | NEW YORK | NY | 100012382 | N/A | 501(C)(3) | SOCIAL WELFARE | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 109880 | 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 | $20,488 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,013 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $120,953 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $182,454 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 182454 | 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 | $4,162 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| 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 | 368997 | EOYBookValue |
| EOYFMV | 383065 | 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 | 1123531 | EOYBookValue |
| EOYFMV | 1579206 | EOYFMV |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 383319 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 393243 | USGovtSecuritiesEOYFMV |
| State Local Securities EOY Book Val | 0 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 0 | StateLocalSecuritiesEOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXCISE TAX EXPENSE | Description |
| Amount | $2,300 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANKING FEES | 150 | 0 | 0 | 0 |
| ANNUAL CORPORATE FEE | 545 | 0 | 0 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAVERFORD TRUST COMPANY | Category |
| Amount | $2,344 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $188 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments