YAVITZ CYPEN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- YAVITZ CYPEN FOUNDATION INC (EIN 03-0473333)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-18
- IRS object ID
- 202403239349100245
- 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
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-18T17:08:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 465579590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVER & COMPANY PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5660 COLLINS AVENUE 10-D | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | 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 | 030473333 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YAVITZ CYPEN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | YAVI | BusinessNameControlTxt |
| Phone | 3055323200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 COLLINS AVENUE 1204 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARLYN CYPEN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3055323200 | PhoneNum |
| Signature | 2024-11-04 | 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 | MICHAEL A SILVER | PreparerPersonNm |
| PTIN | P01072132 | PTIN |
| Phone | 3059741000 | PhoneNum |
| Preparation | 2024-11-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,811,651 | 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 | $210,784 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $210,784 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $171,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $171,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $168,115 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,971,398 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $168,115 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $550,433 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $550,433 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,295 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $459 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,836 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,764 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $49,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $261,079 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $197,079 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,111 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,548 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,986 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $359,235 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $221,872 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $129,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,249,676 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,249,676 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,608,911 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $221,872 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,378,712 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,058,478 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $328,561 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $69,516 | CashBOYAmt |
| Cash EOY | $568,090 | CashEOYAmt |
| Cash EOYFMV | $568,090 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,576,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $483,181 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $483,181 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,055,549 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,957,931 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,225,471 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,288,156 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,125,383 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,036,620 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $334,975 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $511,582 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $491,597 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $4,632 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,692 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,692 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,329,411 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,652,859 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,811,651 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $113,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $495,426 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $113,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $495,426 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,215,911 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $16,157,433 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,215,911 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,157,433 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,329,411 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,652,859 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,215,911 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,058,478 | ExcessRevenueOverExpensesAmt |
| Subtotal | $16,157,433 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $16,157,433 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE FINANCIAL | P | 2022-08-12 | 2023-08-30 | $102,825 | $100,000 | $2,825 | $2,825 |
| GS FINANCE CORP | P | 2022-10-14 | 2023-11-01 | $107,000 | $100,000 | $7,000 | $7,000 |
| BIRKENSTOCK HOLDNG PLC | P | 2023-10-11 | 2023-10-11 | $15,827 | $18,400 | -$2,573 | -$2,573 |
| INVESCO DB AGRICULTURE FUND | P | $3,531 | $3,531 | $3,531 | |||
| INVESCO DB AGRICULTURE FUND | P | $5,296 | $5,296 | $5,296 | |||
| SCHEDULE ATTACHED 4080 | P | $2,362,335 | $2,385,682 | -$23,347 | -$23,347 | ||
| SCHEDULE ATTACHED 4080 | P | $1,780,743 | $1,903,905 | -$123,162 | -$123,162 | ||
| SCHEDULE ATTACHED 4086 | P | $3,563,714 | $3,695,056 | -$131,342 | -$131,342 | ||
| SCHEDULE ATTACHED 4086 | P | $3,992,943 | $3,600,240 | $392,703 | $392,703 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $168,115 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $238,972 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,567 | SubtotalAmt |
| Tax Based On Investment Income | $4,567 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $265 | EsPenaltyAmt |
| Tax Due | $4,832 | TaxDueAmt |
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 | ARLYN CYPEN | IndividualWithBooksNm |
| Phone | 3055323200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 COLLINS AVENUE 1204 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| ARLYN CYPEN | ||||||||
| 5500 COLLINS AVENUE 1204 | MIAMI BEACH | FL | 33140 | PRESIDENT | 15.00 | $11,250 | $0 | $0 |
| JENNIFER KAPLAN | ||||||||
| 5660 COLLINS AVENUE 10-C | MIAMI BEACH | FL | 33140 | SECY - TREAS | 15.00 | $18,750 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JPMORGAN SECURITIES LLC | |||||
| 277 PARK AVENUE | NEW YORK | NY | 10172 | INV. ADVISORY | $181,915 |
| CYPEN & CYPEN PA | |||||
| PO BOX 402099 | MIAMI BEACH | FL | 33140 | MANAGEMENT | $80,000 |
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 | $16,175,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,348,685 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $5,662 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,529,950 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,529,950 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $262,949 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,267,001 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,350 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,350 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,567 | TotalTaxAmt |
| Distributable Before Adj | $858,783 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $858,783 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $858,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,378,712 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,378,712 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $858,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $925,419 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $279,607 | TotalForPriorYearsAmt |
| Qualifying Distributions | $1,378,712 | QualifyingDistributionsAmt |
| Applied To Year1 | $925,419 | AppliedToYear1Amt |
| Applied To Prior Years | $279,607 | AppliedToPriorYearsAmt |
| Applied To Current Year | $173,686 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $685,097 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ARLYN CYPEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 COLLINS AVENUE 1204 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3055323200 | RecipientPhoneNum |
| Recipient Email Address | SCYPEN@CYPEN.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | NO PRESCRIBED FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE SCHEDULE ATTACHED | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | PUBLIC SUPPORT CONTRIBUTION | GrantOrContributionPurposeTxt |
| Amt | $1,249,676 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,249,676 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,784 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $171,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,184 | ExclusionAmt |
| Related Or Exempt Function Incm | $130,931 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $419,502 | ExclusionAmt |
| Related Or Exempt Function Incm | $130,931 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $550,433 | 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 | ACCOUNTING & TAX PREPARATION FEE | CategoryTxt |
| Amt | $49,000 | Amt |
| Net Investment Income | $9,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,200 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| JPMORGAN SECURITIES LLC |
| INVESTMENT ADVISORY FEES |
| CYPEN & CYPEN PA |
| FOUNDATION MANAGEMENT |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,125,383 | EOYBookValueAmt |
| EOYFMV | $6,036,620 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $8,957,931 | EOYBookValueAmt |
| EOYFMV | $10,225,471 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS/ALTERNATIVES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $511,582 | BookValueAmt |
| EOYFMV | $491,597 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,764 | LegalFeesAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST & DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $4,632 | BOYBookValueAmt |
| EOY Book Value | $6,692 | EOYBookValueAmt |
| EOYFMV | $6,692 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $15 | $15 |
| BOOKKEEPING | $1,680 | $1,680 |
| COMPUTER MAINTENANCE | $1,372 | $1,372 |
| MEMBERSHIP FEES | $919 | $919 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARDS PAYABLE | Desc |
| BOY Book Value | $113,500 | BOYBookValueAmt |
| EOY Book Value | $495,426 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $181,079 | $181,079 | |
| MANAGEMENT FEES | $80,000 | $16,000 | $64,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL FILING FEE | $70 | $70 |
| FEDERAL TAX PAYMENTS - NET | $5,367 | |
| FOREIGN TAXES PAID | $4,478 | $4,478 |
| PENALTIES | $196 |