STRATEGY STUDIO / PUBLIC DATA EXPLORER

JOSEPH SUCHMAN MEMORIAL FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
JOSEPH SUCHMAN MEMORIAL FOUNDATION (EIN 13-6113177)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349100422
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-13T07:29:22-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN222760934PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEICHT & REIN TAX ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1242 OLD NEW BRUNSWICK RD STE 380AddressLine1Txt
CityPISCATAWAYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08854ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN136113177EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH SUCHMAN MEMORIAL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSUCHBusinessNameControlTxt
Phone2129215777PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 ST MARTIN DRIVEAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJERRY SUCHMANPersonNm
Person TitleSECY-TREASPersonTitleTxt
Phone2129215777PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJERRYPersonFirstNm
Person LastSUCHMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSAMUEL REINPreparerPersonNm
PTINP00276929PTIN
Phone2129215777PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$268,846FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$5,612DividendsRevAndExpnssAmt
Dividends Net Invst Incm$5,612DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$14,378OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,378OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$19,993TotalRevAndExpnssAmt
Total Net Invst Incm$19,993TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,895AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,895AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$361TaxesRevAndExpnssAmt
Taxes Net Invst Incm$361TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$156OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$156OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$2,412TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,412TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$63,253ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$63,253ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$65,665TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,412TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$45,672ExcessRevenueOverExpensesAmt
Net Investment Income$17,581NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$37,939CashBOYAmt
Cash EOY$55,962CashEOYAmt
Cash EOYFMV$55,962CashEOYFMVAmt
Sav And Temp Cash Invst BOY$29,286SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$34,642SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$34,642SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$137,164OtherInvestmentsBOYAmt
Other Investments EOY$97,841OtherInvestmentsEOYAmt
Other Investments EOYFMV$136,360OtherInvestmentsEOYFMVAmt
Other Assets BOY$38,740OtherAssetsBOYAmt
Other Assets EOY$41,882OtherAssetsEOYAmt
Other Assets EOYFMV$41,882OtherAssetsEOYFMVAmt
Total Assets BOY$243,129TotalAssetsBOYAmt
Total Assets EOY$230,327TotalAssetsEOYAmt
Total Assets EOYFMV$268,846TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$243,129TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$230,327TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$243,129TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$230,327TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$243,129TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$45,672ExcessRevenueOverExpensesAmt
Other Increases$32,870OtherIncreasesAmt
Subtotal$230,327SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$230,327TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$244InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$244SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$244TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$244TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr Satisfied0Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp Rqr0ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2129215777PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 ST MARTIN DRIVEAddressLine1Txt
CityPALM BEACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
LESLIE J SUCHMAN
530 PARK AVENUENEW YORKNY10021PRESIDENT2.00$0$0$0
JERRY SUCHMAN
101 ST MARTIN DRIVEPAM BEACH GARDENSFL33418SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$189,223AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$41,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$28,544FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$259,524TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$259,524AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,893CashDeemedCharitableAmt
Net Vl Noncharitable Assets$255,631NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,782MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,782MinimumInvestmentReturnAmt
Tax Based On Investment Income$244TaxBasedOnInvestmentIncomeAmt
Total Tax$244TotalTaxAmt
Distributable Before Adj$12,538DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$12,538DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$12,538DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,253ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$63,253QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,538DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$13,081ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,453ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$960ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$76,897ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$92,391TotalExcessDistributionCyovAmt
Qualifying Distributions$63,253QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$12,538AppliedToCurrentYearAmt
Remaining Distri From Corpus$50,715RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$143,106TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$13,081ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$130,025ExcessDistriCyovToNextYrAmt
Excess From Year4$1,453ExcessFromYear4Amt
Excess From Year3$960ExcessFromYear3Amt
Excess From Year2$76,897ExcessFromYear2Amt
Excess From Current Year$50,715ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJERRY SUCHMANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 ST MARTIN DRIVEAddressLine1Txt
CityPALM BACH GARDENSCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33418ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129215777RecipientPhoneNum
Form And Info And MaterialsBY LETTER TO THE FOUNDATION EXPLAINING THE NEED AND PURPOSEFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsALL RESTRICTIONS IMPOSED BY STATE AND FEDERAL LAWRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALS
42 BROADWAY SUITE 1724NEW YORKNY10004NONEPCCHARITABLE PURPOSE$35
AIPAC
251 H ST NWWASHINGTONDC20001NONEPCCHARITABLE PURPOSE$100
ANTI DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPCCHARITABLE PURPOSE$2,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUENEW YORKNY10017NONEPCCHARITABLE PURPOSE$150
CARDIAC INSTITUTE OF THE PALM BEACHES
108 INTRACOASTAL POINT DR STE 100JUPITERFL33477NONEPCCHARITABLE PURPOSE$1,000
CEDAR PARK & BETH EL CEMETERIES
80-12 CYPRESS HILLSQUEENSNY11385NONEPCCHARITABLE PURPOSE$200
ALZHEIMERS ASSOCIATION
225 NORTH MICHIGAN AVECHICAGOIL60601NONEPCCHARITABLE PURPOSE$300
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROADBOCA RATONFL33431NONEPCCHARITABLE PURPOSE$315
HIAS
PO BOX 97077WASHINGTONDC20090NONEPCCHARITABLE PURPOSE$750
AMERICAN CANCER SOCIETY
270 PEACHTREE STREET SUITE 1300ATLANTAGA30303NONEPCCHARITABLE PURPOSE$110
KRAVIS CENTER
701 OKEECHOBEE BOULEVARDWEST PALM BEACHFL33401NONEPCCHARITABLE PURPOSE$250
METROPOLITAN MUSEUM OF ART
1000 FIFTH AVENUENEW YORKNY10028NONEPCCHARITABLE PURPOSE$600
UNIVERSITY OF OREGON FOUNDATION
1720 EAST 13TH AVENUEEUGENEOR97403NONEPCCHARITABLE PURPOSE$3,000
US HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024NONEPCCHARITABLE PURPOSE$700
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVENUEDALLASTX75231NONEPCCHARITABLE PURPOSE$105
FEEDING AMERICA
161 NORTH CLARK STREETCHICAGOIL60601NONEPCCHARITABLE PURPOSE$500
FLAGLER MEDICAL
160 CYPRESS POINT PKWY STE B302PALM COASTFL32164NONEPCCHARITABLE PURPOSE$2,400
GARDENS OF BOCA RATON
4103 N MILITARY TRAILBOCA RATONFL33431NONEPCCHARITABLE PURPOSE$31,500
GARDENS OF BOCA RATON FH
4103 N MILITARY TRAILBOCA RATONFL33431NONEPCCHARITABLE PURPOSE$17,088
HENRY FLAGLER MUSEUM
ONE WHITEHALL WAYPALM BEACHFL33480NONEPCCHARITABLE PURPOSE$150
JEWISH FOUNDATION OF THE RIGHTEOUS
80 MAIN STREET SUITE 380WEST ORANGENJ07052NONEPCCHARITABLE PURPOSE$250
FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STREET SUITE 1100NEW YORKNY10018NONEPCCHARITABLE PURPOSE$150
MAKE A WISH
1702 E HIGHLAND AVENUEPHOENIXAZ85012NONEPCCHARITABLE PURPOSE$250
MS SOCIETY
PO BOX 289CANTONMA02021NONEPCCHARITABLE PURPOSE$250
NORTON MUSEUM OF ART
1450 S DIXIE HIGHWAYWEST PALM BEACHFL33401NONEPCCHARITABLE PURPOSE$300
OVARIAN CANCER AWARENESS INITIATIVE
4770 BUFORD HIGHWAYNE ATLANTAGA30341NONEPCCHARITABLE PURPOSE$50
SHRINERS HOSPITAL FOR CHILDREN
2900 N ROCKY POINT DRTAMPLAFL33607NONEPCCHARITABLE PURPOSE$250
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLMEMPHISTN38105NONEPCCHARITABLE PURPOSE$250
TUNNEL TO TOWERS FOUNDATION
2361 HYLAN BLVDSTATEN ISLANDNY10306NONEPCCHARITABLE PURPOSE$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$63,253TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$3RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business531110BusinessCd
Unrelated Business Taxbl Incm$372UnrelatedBusinessTaxblIncmAmt
Related Or Exempt Function Incm$5,240RelatedOrExemptFunctionIncmAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Business531110BusinessCd
Unrelated Business Taxbl Incm$14,378UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$14,750UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$5,243RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$19,993TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number11LineNumberTxt
Relationship StatementREAL ESTATE INVESTMENTSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,895Amt
Net Investment Income$1,895NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemACCOUNT AT MERRILL LYNCHCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$97,841BookValueAmt
EOYFMV$136,360EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DUHL & DUHL -PARTNERSHIP-499$21,411$22,860$22,860
DUHL & DUHL -PARTNERSHIP-498$17,329$19,022$19,022

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$6$6$0
ADVISORY AND OTHER FEES$150$150$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
DUHL & DUHL$10,139$10,139$10,139
DUHL & DUHL$4,239$4,239$4,239

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTDesc
Amt$32,870Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
US TREASURY$236$236$0
NYS DEPARTMENT OF LAW$125$125$0