DANIEL J GOLDMAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J GOLDMAN FOUNDATION INC (EIN 65-0813745)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-04-09
- IRS object ID
- 202540999349100114
- Schema version
- 2023v6.0
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-09T10:45:00-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592110949 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWAL & OLIVA PA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E FLAGLER STREET STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311296 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650813745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J GOLDMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 3058667334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 414038 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331414038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LEWIN | PersonNm |
| Person Title | PRES/DIRECT | PersonTitleTxt |
| Phone | 3058666915 | PhoneNum |
| Signature | 2025-01-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROLANDO SANCHEZ CPA | PreparerPersonNm |
| PTIN | P00118434 | PTIN |
| Phone | 3055774333 | PhoneNum |
| Preparation | 2025-04-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $1,960,986 | 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 |
| Dividends Rev And Expnss | $29,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $158,146 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $177,810 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $158,146 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $188,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $188,101 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,847 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $236 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,848 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $237 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $85,748 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $237 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $102,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,864 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,609 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,152 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,367 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,367 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,766,368 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,945,010 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,945,010 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,340 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $1,773,416 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,960,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,960,986 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $85,889 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $85,889 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,687,527 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,960,986 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,687,527 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,773,416 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,960,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,687,527 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $102,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $171,106 | OtherIncreasesAmt |
| Subtotal | $1,960,986 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,960,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 50 SHRS AON PLC | P | 2005-05-11 | 2023-01-03 | $14,857 | $545 | $14,312 | $14,312 |
| 33 SHRS MICROSOFT CORP | P | 2004-03-11 | 2023-01-03 | $7,864 | $843 | $7,021 | $7,021 |
| 106 SHRS GRAINGER WW INC | P | 2003-12-18 | 2023-12-29 | $77,721 | $4,855 | $72,866 | $72,866 |
| 101 SHRS JP MORGAN CHASE & CO | P | 2003-07-16 | 2023-12-29 | $16,462 | $3,543 | $12,919 | $12,919 |
| 33 SHRS LABORATORY CORP AMER HLDGS | P | 2003-07-23 | 2023-01-03 | $5,641 | $831 | $4,810 | $4,810 |
| 47 SHRS DIAGEO PLC | P | 2003-08-11 | 2023-12-29 | $7,287 | $2,036 | $5,251 | $5,251 |
| 2 SHRS FORTREA HOLDINGS INC | P | 2003-07-23 | 2023-12-29 | $70 | $9 | $61 | $61 |
| 17 SHRS CHEVRON CORPORATION | P | 2003-09-11 | 2023-01-03 | $2,973 | $627 | $2,346 | $2,346 |
| 21 SHRS COSTCO WHOLESALE CORP | P | 2003-08-13 | 2023-01-03 | $9,422 | $637 | $8,785 | $8,785 |
| 20 SHRS FEDEX CORP | P | 2004-01-20 | 2023-01-03 | $3,511 | $1,392 | $2,119 | $2,119 |
| 24 SHRS JOHNSON & JOHNSON | P | 2003-07-16 | 2023-01-03 | $4,255 | $606 | $3,649 | $3,649 |
| 85 SHRS SOUTHWEST AIRLINES CO | P | 2004-03-24 | 2023-01-03 | $2,745 | $1,145 | $1,600 | $1,600 |
| 125 SHRS ORACLE CORP | P | 2004-03-24 | 2023-01-03 | $10,377 | $1,648 | $8,729 | $8,729 |
| 6 SHRS WEATHERFORD INTL | P | 2005-02-18 | 2023-12-29 | $947 | -$947 | -$947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $158,146 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,611 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,611 | SubtotalAmt |
| Tax Based On Investment Income | $2,611 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,652 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $326 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,978 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,367 | OverpaymentAmt |
| Applied To ES Tax | $1,367 | 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 | NC | 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 | JONATHAN LEWIN | IndividualWithBooksNm |
| Phone | 3058666915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 S SHORE DRIVE 5F | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LEWIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH SHORE DRIVE 5F | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,855,689 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $20,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,367 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,877,908 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,877,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,169 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,849,739 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,611 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,611 | TotalTaxAmt |
| Distributable Before Adj | $89,876 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $89,876 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $89,876 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,900 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $82,900 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $89,876 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $87,790 | UndistributedIncomePYAmt |
| Qualifying Distributions | $82,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,900 | AppliedToYear1Amt |
| Taxable2 | $4,890 | Taxable2Amt |
| Undistributed Income CY | $89,876 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||||
| PO BOX 19002 | NEW YORK | NY | 10277 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $22,250 |
| ANTI DEFAMATION LEAGUE | |||||||
| PO BOX 96226 | WASHINGTON | DC | 20090 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $1,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | |||||||
| PO BOX 98212 | WASHINGTON | DC | 20077 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $4,000 |
| MIDDLE EAST MEDIA RESEARCH INSTITUT | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $1,000 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $22,250 |
| ALCOR LIFE EXTENSION FOUNDATION | |||||||
| 7895 EAST ACOMA DRIVE | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $22,000 |
| AMERICAN ASSOCIATES BEN-GURION UNIV | |||||||
| PO BOX 7410310 | CHICAGO | IL | 60674 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| COMMITTEE FOR ACCURACY IN MIDDLE EA | |||||||
| PO BOX 27837 | WASHINGTON | DC | 20038 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| AMERICAN FRIENDS OF THE TEL AVIV UN | |||||||
| 8 WEST 40TH STREET | NEW YORK | NY | 10018 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| AMERICAN FRIENDS OF MAGEN DAVID AD | |||||||
| PO BOX 3098 | NEW YORK | NY | 10117 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $4,000 |
| ISRAEL CANCER RESEARCH FUND | |||||||
| PO BOX 8266 | TOPEKA | KS | 666080266 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $4,000 |
| JERUSALEM COLLEGE OF TECHNOLOGY | |||||||
| 445 CENTRAL AVE SUITE307 | CEDARHURST | NY | 11516 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| STAND WITH US | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | NONE | PUBLIC 501C3 | CHARITABLE GENERAL USE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,900 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158,146 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $188,101 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $188,101 | 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 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2004-06-30 | AcquiredDt |
| Cost Or Other Basis | $1,340 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,340 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (43 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,412.68 VAN CAP OPP ADMIRAL | $790,797 | $790,797 |
| 617.1170 AON PLC | $179,593 | $179,593 |
| 1,472 ORACLE CORP | $155,193 | $155,193 |
| 120 W W GRAINGER | $99,443 | $99,443 |
| 362 MICROSOFT CORP COM | $136,126 | $136,126 |
| 195 COSTCO WHOLESALE | $128,716 | $128,716 |
| 1147 SOUTHWEST AIRLINES | $33,125 | $33,125 |
| 241 LABORATORY CORP OF AMERICA | $54,777 | $54,777 |
| 96.6480 J.P. MORGAN | $16,440 | $16,440 |
| 180 FEDEX CORP | $45,535 | $45,535 |
| 934 INTERPUBLIC GROUP COS INC | $30,486 | $30,486 |
| 106.365 JOHNSON & JOHNSON | $16,672 | $16,672 |
| 66..472 DIAGEO ADR SPONSOR | $9,682 | $9,682 |
| 284.64 SONOCO PRODUCTS | $15,903 | $15,903 |
| 627 GEN DIGITAL INC | $14,308 | $14,308 |
| 122 CHEVRONTEXACO | $18,198 | $18,198 |
| 2725.375 HIGHLAND GLOBAL ALLO FUND | $21,421 | $21,421 |
| 500 WESTERN UNION CO | $5,960 | $5,960 |
| 245.981 PFIZER INC | $7,082 | $7,082 |
| 80 WAL-MART STORES INC | $12,612 | $12,612 |
| 118 EXXON MOBIL | $11,798 | $11,798 |
| 1049 ARC RESOURCES LTD | $15,574 | $15,574 |
| 400 RESOURCES CONNEC INC | $5,668 | $5,668 |
| 1082.6 LIBERTY ALL STAR EQUITY FUND | $7,405 | $7,405 |
| 986.609LIIBERTY ALL STAR GROWTH FUND | $5,209 | $5,209 |
| 270 VERMILLION ENERGY INC | $3,256 | $3,256 |
| 119.028 CLEARBRIDGE LARGE CAP GROWTH | $7,293 | $7,293 |
| 768 ENDO HEALTH SOLUTIONS, INC | ||
| 600 EZCORP INC | $5,244 | $5,244 |
| 372 HELIX ENERGY SOLUTIONS GROUP | $3,824 | $3,824 |
| 404 ENERPLUS CORP | $6,197 | $6,197 |
| 79 PEMBINA PIPELINE CORP | $2,719 | $2,719 |
| 800 PEYTO EXPLORATION & DEV CORP | $7,270 | $7,270 |
| 750 ADVANTAGE OIL & GAS LTD | $4,845 | $4,845 |
| 200 STEIN MART INC | ||
| 54 OBSIDIAN ENERGY LTD | $366 | $366 |
| 900 4 LICENSING CORP | ||
| 31 SPYGLASS RESOURCES CORP | ||
| 800 WEATHERFORD INTL LTD | ||
| 33 VIATRIS INC | $357 | $357 |
| 1162.423 NEXPOINT MERGER ARBITRAGE | $22,772 | $22,772 |
| 1281.19FIRST FOUNDATION TOTAL RETU | $34,733 | $34,733 |
| 241 FORTREA HOLDINGS INC | $8,411 | $8,411 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTERS | CategoryOrItemTxt |
| Cost Or Other Basis | $1,340 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,340 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $1 | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON INV FASB 124 | $169,837 |
| FORTREA HOLDING INC. STOCK | $1,269 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt |
|---|---|
| OVERDRAWN BANK ACCOUNT | $85,887 |
| ROUNDING ADJUSTMENT | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $236 | $236 |
| TAXES -EXCISE | $2,611 |