MARCELLE AND ANDREW ROSEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MARCELLE AND ANDREW ROSEN FOUNDATION INC (EIN 20-0330037)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-08-12
- IRS object ID
- 202422259349100202
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-08-12T06:28:43-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 200330037 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCELLE AND ANDREW ROSEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC C/O UHY ADVISORS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 2123814734 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW ROSEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123814734 | PhoneNum |
| Signature | 2024-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RALPH MIRANDO | PreparerPersonNm |
| PTIN | P00590121 | PTIN |
| Phone | 2123814700 | PhoneNum |
| Preparation | 2024-08-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,085,402 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $121,918 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,918 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$8,722 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,434,501 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $104 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $104 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $113,300 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,022 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,501 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,501 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,936 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,783 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,153 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,284 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,153 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $494,286 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $494,286 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $533,723 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,284 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $505,439 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$420,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $317,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $667,448 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $670,517 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,026,295 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,271,133 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,718,387 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $690,519 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $675,055 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $696,498 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,034,059 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,613,636 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,085,402 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,034,059 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,613,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,034,059 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,034,059 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,613,636 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,034,059 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$420,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,613,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,613,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NORTHERN TRUST ACCT#:23-89958 | P | $1,668,389 | $1,658,046 | $10,343 | $10,343 |
| NORTHERN TRUST ACCT#:23-89958 | P | $765,963 | $785,177 | -$19,214 | -$19,214 |
| CAPITAL GAINS DIVIDENDS | P | $149 | $149 | $149 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$8,722 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,431 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,615 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,046 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $11,743 | OverpaymentAmt |
| Applied To ES Tax | $11,743 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ANDREW ROSEN | IndividualWithBooksNm |
| Phone | 9547633114 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27 ROYAL PALM DRIVE | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333011408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW ROSEN | ||||||||
| 27 ROYAL PALM DRIVE | FT LAUDERDALE | FL | 333011408 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| MARCELLE ABELL-ROSEN | ||||||||
| 27 ROYAL PALM DRIVE | FT LAUDERDALE | FL | 333011408 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,400,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $592,324 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,992,620 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,992,620 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,889 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,932,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,637 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,637 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,303 | TotalTaxAmt |
| Distributable Before Adj | $195,334 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,334 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,334 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $505,439 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $505,439 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,334 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $160,540 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $198,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $236,439 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $56,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $207,364 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $858,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $505,439 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,334 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $310,105 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,168,966 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $160,540 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,008,426 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $198,404 | ExcessFromYear4Amt |
| Excess From Year3 | $236,439 | ExcessFromYear3Amt |
| Excess From Year2 | $56,114 | ExcessFromYear2Amt |
| Excess From Year1 | $207,364 | ExcessFromYear1Amt |
| Excess From Current Year | $310,105 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW ROSEN | ContributingManagerNm |
| Contributing Manager | MARCELLE ABELL-ROSEN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COMMUNITIES FOUNDATION | ||||||||
| 1000 DEAN ST 307 | BROOKLYN | NY | 11238 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $200 | |
| DUKE UNIVERSITY | ||||||||
| 2138 CAMPUS DRIVE | DURHAM | NC | 27705 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $320,000 | |
| HANDY GRANT | ||||||||
| 501 NE 8TH STREET | FORT LAUDERDALE | FL | 33304 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $7,500 | |
| JAFCO | ||||||||
| 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $2,000 | |
| JEWISH FEDERATION OF BROWARD COUNTY | ||||||||
| 5890 S PINE ISLAND ROAD | DAVIE | FL | 33328 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $73,200 | |
| PINE CREST SCHOOL | ||||||||
| 1501 NE 62ND STREET | FORT LAUDERDALE | FL | 33334 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| UNITED WAY OF BROWARD COUNTY | ||||||||
| 1300 SOUTH ANDREWS AVENUE | FORT LAUDERDALE | FL | 33316 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| MATHEW FORBES ROMER FOUNDATION | ||||||||
| 9858 CLINT MOORE ROAD C111-191 | BOCA RATON | FL | 33496 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $7,500 | |
| YALE LAW SCHOOL | ||||||||
| 127 WALL STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| ALBERT EINSTEIN COLLEGE OF MEDICINE | ||||||||
| 1300 MORRIS PARK AVENUE | BRONX | NY | 10461 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $7,500 | |
| UNIVERSITY OF CALIFORNIA BERKELEY | ||||||||
| UNIVERSITY AVENUE AND OXFORD ST | BERKELEY | CA | 94720 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $5,000 | |
| THE DREAM US GRANT | ||||||||
| 1300 17TH ST N | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $10,000 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 20 W 36TH STREET SUITE 1100 | NEW YORK | NY | 100189784 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $26,000 | |
| BROWARD HEALTH FOUNDATION | ||||||||
| 1700 NW 49TH STREET SUITE 125 | FORT LAUDERDALE | FL | 33309 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | |
| MULTIPLE MYELOMA RESEARCH FOUNDATION | ||||||||
| 383 MAIN AVENUE 7TH FLOOR | NORWALK | CT | 06851 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,040 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $350 | |
| GIVEBUTTER | ||||||||
| 2810 NORTH CHURCH STREET SUITE | WILMINGTON | DE | 19802 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $1,000 | 53748 |
| GOODMAN JEWISH FAMILY SERVICES | ||||||||
| 5890 S PINE ISLAND ROAD SUITE 201 | DAVIE | FL | 33328 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $6,800 | |
| THE AMERICAN CANCER SOCIETY | ||||||||
| 270 PEACHTREE ST NW SUITE 1300 | ATLANTA | GA | 30303 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $50 | |
| PAYPAL CHARITABLE GIVING FUND | ||||||||
| 1250 I STREET NW SUITE 1202 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE CONTRIBUTION | $146 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $494,286 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $121,918 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$8,722 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $113,300 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,300 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | NORTHERN TRUST ACCT#: V9617 | BondNm |
| EOY Book Value | $675,055 | EOYBookValueAmt |
| EOYFMV | $696,498 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | NORTHERN TRUST ACCT#: V9617 | StockNm |
| EOY Book Value | $2,271,133 | EOYBookValueAmt |
| EOYFMV | $2,718,387 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BOOK TO TAX ADJUSTMENT | $333 | $333 | $0 |
| INVESTMENT ADVISORY FEES | $20,450 | $20,450 | $0 |
| FUNDRAISING EVENT EXPENSES | $11,153 | $0 | $11,153 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $104 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $1,655 | $1,655 | $0 |
| FEDERAL TAXES | $5,846 | $5,846 | $0 |