LEWIS FAMILY CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAMILY CHARITABLE TRUST (EIN 38-6517224)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-07-23
- IRS object ID
- 202622049349100612
- Schema version
- 2025v4.0
- 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 Other Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-23T13:57:00-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383388760 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POLK AND ASSOCIATES PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30600 TELEGRAPH RD SUITE 2191 | AddressLine1Txt |
| City | BINGHAM FARMS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480255714 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 386517224 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 2483182425 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4477 WHITE CEDAR LANE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334454069 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | A BART LEWIS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2483182425 | PhoneNum |
| Signature | 2026-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH GROVER | PreparerPersonNm |
| PTIN | P00952309 | PTIN |
| Phone | 2486425700 | PhoneNum |
| Preparation | 2026-07-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,207,273 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $72,616 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $72,616 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $475,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $475,471 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,584,330 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,823,215 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,584,330 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,132,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,132,417 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,150 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $170,905 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $170,905 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,419 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,419 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $484,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $184,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,167,524 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,167,524 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,651,998 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $184,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,167,524 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $480,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,947,943 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $98,577 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,094,072 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,094,072 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $16,099,680 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,439,930 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,613,768 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $890,672 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $449,727 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,464,360 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,049,706 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,049,706 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,553,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,033,708 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,207,273 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,553,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,033,708 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,553,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,033,708 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,553,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,033,708 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,553,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $480,419 | ExcessRevenueOverExpensesAmt |
| Subtotal | $19,033,708 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,033,708 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED STIFEL | P | 2016-04-14 | 2025-06-20 | $3,502,247 | $2,130,878 | $1,371,369 | $1,371,369 |
| SEE ATTACHED STIFEL | P | 2009-07-23 | 2025-06-20 | $220,709 | $8,007 | $212,702 | $212,702 |
| SEE ATTACHED STIFEL | P | 2023-01-23 | 2025-01-24 | $100,000 | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,584,330 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,371,369 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,076 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $27,076 | SubtotalAmt |
| Tax Based On Investment Income | $27,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,523 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $30,523 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,447 | OverpaymentAmt |
| Applied To ES Tax | $3,447 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | A BART LEWIS | IndividualWithBooksNm |
| Phone | 2486451077 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4477 WHITE CEDAR LANE | AddressLine1Txt |
| City | DELRAY BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334454069 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| A BART LEWIS | ||||||||
| 4477 WHITE CEDAR LANE | DELRAY BEACH | FL | 33445 | TRUSTEE | 15.00 | $150,000 | $0 | $0 |
| SUSAN LEWIS | ||||||||
| 4477 WHITE CEDAR LANE | DELRAY BEACH | FL | 33445 | TRUSTEE | 15.00 | $150,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $23,132,874 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $596,325 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,930,914 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,660,113 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $25,660,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $384,902 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,275,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,263,761 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,263,761 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,076 | TotalTaxAmt |
| Distributable Before Adj | $1,236,685 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,236,685 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,236,685 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,167,524 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,167,524 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,236,685 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $68,073 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,777 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $98,850 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,167,524 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,167,524 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $69,161 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $69,161 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,689 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $29,689 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $29,689 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ISRAEL NAVY SEA | |||||||||
| PO BOX 20080 | NEW YORK | NY | 10001 | NONE | NC | SUPPORTING ISRAEL DEFENSE | $1,000 | ||
| ALZHEIMENS ASSOCIATION | |||||||||
| 225 N MICHIGAN AVE | CHICAGO | IL | 60601 | NONE | NC | UNRESTRICTED | $100 | FI 17 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADO | |||||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | NONE | NC | UNRESTRICTED | $2,500 | ||
| AMERICAN JEWISH COMMITTEE | |||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD HILLS | MI | 48031 | NONE | NC | UNRESTRICTED | $225,000 | ||
| BOCO RATON REGIONAL HOSPITAL | |||||||||
| 800 MEADOWS RD | BOCA RATON | FL | 33486 | NC | SUPPORTING HOSPITAL'S FOUNDATION | $100,000 | |||
| BROWN DAY CARE CENTER | |||||||||
| 6720 WEST MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | NONE | NC | UNRESTRICTED | $10,500 | ||
| CLEVELAND CLINIC FOUNDATION | |||||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 44195 | NC | SUPPORT BENEFITS OF PATIENTS & COM | $250 | |||
| CONGREGATION B'NAL ISRAEL | |||||||||
| 15400 W 10 MILE RD | OAK PARK | MI | 48237 | NONE | NC | UNRESTRICTED | $32,500 | ||
| CONGREGATION SHAAREY ZEDEK | |||||||||
| 27375 BELL ROAD | SOUTHFIELD | MI | 48034 | NONE | NC | UNRESTRICTED | $15,666 | ||
| DISABLED VETERANS NATIONAL FOUNDATI | |||||||||
| 4601 FORBES BLVD | LANHAM | MD | 20706 | NONE | NC | UNRESTRICTED | $4,000 | SUITE 130 | |
| FRIENDS OF JCC KRAKOW | |||||||||
| 74 LAFAYETTE AVE | SUFFERN | NY | 10901 | NONE | NC | UNRESTRICTED | $15,000 | SUITE 101 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | NC | UNRESTRICTED | $500 | ||
| HADASSAH | |||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | NC | UNRESTRICTED | $1,800 | ||
| JEWISH FEDERATION OF METRO DETROIT | |||||||||
| PO BOX 2029 | BLOOMFIELD HILLS | MI | 48303 | NONE | NC | UNRESTRICTED | $202,000 | ||
| JEWISH FEDERATION OF SOUTH PALM | |||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | NONE | NC | UNRESTRICTED | $166,708 | BEACH | |
| JEWISH HOSPICE | |||||||||
| 6555 WEST MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | NONE | NC | UNRESTRICTED | $78,000 | ||
| JEWISH NATIONAL FUND | |||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | NONE | NC | UNRESTRICTED | $25,000 | ||
| JOE DIMAGGIO CHILDREN | |||||||||
| 3329 JOHNSON ST | HOLLYWOOD | FL | 33021 | NONE | NC | UNRESTRICTED | $50,000 | HOPSITAL FOUNDATION | |
| LIVE EAGLE ORANZ STAT AMERICAN JET | |||||||||
| 210 SOUTH LEROY ST UNIT 1 | FENTON | MI | 48430 | NONE | NC | UNRESTRICTED | $18,000 | ||
| NATIONAL COUNCIL OF JEWISH WOMEN | |||||||||
| 29777 TELEGRAPH RD | SOUTHFIELD | MI | 48034 | NONE | NC | UNRESTRICTED | $250 | SUITE 1651 | |
| NATIONAL KIDNEY FOUNDATION | |||||||||
| 30 EAST 33RD STREET | NEW YORK | NY | 10016 | NONE | NC | SUPPORT AWARENESS, PREVENTION | $500 | ||
| ORT AMERICA | |||||||||
| 6735 TELEGRAPH ROAD | BLOOMFIELD TOWNSHIP | MI | 48301 | NONE | NC | UNRESTRICTED | $2,500 | SUITE 350 | |
| PLAY FOR PINK | |||||||||
| 60 EAST 56TH STREET | NEW YORK | NY | 10022 | NONE | NC | UNRESTRICTED | $4,000 | 8TH FLOOR | |
| SOUTH FLORIDA PBS | |||||||||
| PO BOX 610002 | MIAMI | FL | 33261 | NONE | NC | UNRESTRICTED | $750 | ||
| ST ANNE ST JUDE CATHOLIC CHURCH | |||||||||
| 1855 BECKWOOD RD | SUMTER | SC | 29153 | NONE | NC | SUPPORT CHURCH MISSIONS | $5,000 | ||
| ST JOHN CHILDREN HOSPITAL HENRY FOR | |||||||||
| 22101 MOROSS RD | DETROIT | MI | 48236 | NONE | NC | SUPPORT OF CHILDREN'S HEALTH | $10,000 | ||
| TUNNEL TO TOWERS FOUNDATION | |||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | NONE | NC | UNRESTRICTED | $10,000 | ||
| USO | |||||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | NONE | NC | UNRESTRICTED | $1,000 | ||
| UNITED STATES HOLOCAUST MEMORIAL MU | |||||||||
| 100 RAOUL WALLENBERG PL | WASHINGTON | DC | 20024 | NONE | NC | UNRESTRICTED | $175,000 | ||
| ZEKELMAN HOLOCAUST CENTER | |||||||||
| 28123 ORCHARD LAKE RD | FARMINGTON HILLS | MI | 48334 | NONE | NC | UNRESTRICTED | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,167,524 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,616 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $475,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,584,330 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,132,417 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,132,417 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | POLK AND ASSOCIATES, PLC | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $4,150 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | ||
| ISRAEL STATE GOV'T BONDS | $450,000 | $449,727 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $16,439,930 | EOYBookValueAmt |
| EOYFMV | $24,613,768 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STIFEL SMART RATE PROGRAM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,049,706 | BookValueAmt |
| EOYFMV | $1,049,706 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STIFEL ADR FEES | $2,801 | $2,801 |
| DOUGLAS LANE & ASSOCIATES | $168,071 | $168,071 |
| STIFEL FEES | $10 | $10 |
| GLONETAX RELIEF FEE | $23 | $23 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $9,419 | Amt |
| Net Investment Income | $9,419 | NetInvestmentIncomeAmt |