WEISFELD FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEISFELD FAMILY FOUNDATION INC (EIN 03-0575808)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-03-08
- IRS object ID
- 202300679349100520
- Schema version
- 2022v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-08T14:39:06-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131459550 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAZARS USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 135 WEST 50TH STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100200002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030575808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISFELD FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEIS | BusinessNameControlTxt |
| Phone | 2123756887 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MAZARS 135 W 50TH ST CO E HOROWIT | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY WEISFELD | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2123756887 | PhoneNum |
| Signature | 2023-03-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | WEISFELD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARBARA LAROCCA | PreparerPersonNm |
| PTIN | P00185016 | PTIN |
| Phone | 2128127000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $43,853 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,803 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,803 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,316 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $299,492 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$22,512 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,804 | 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 | $118 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $402 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $402 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $520 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $402 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $297,843 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $297,843 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $298,363 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $298,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$320,875 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,804 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,911 | CashBOYAmt |
| Cash EOY | $43,853 | CashEOYAmt |
| Cash EOYFMV | $43,853 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $3,484 | SavAndTempCashInvstBOYAmt |
| Other Investments BOY | $346,333 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $364,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $43,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $43,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $364,728 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $43,853 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $364,728 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $43,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $364,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $43,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $364,728 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$320,875 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $43,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $43,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2021-11-05 | 2022-02-02 | $514 | $531 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES | 2021-12-07 | 2022-02-02 | $519 | $532 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES | 2021-12-30 | 2022-02-02 | $544 | $556 | -$12 | -$12 | |
| PUBLICLY TRADED SECURITIES | 2022-01-03 | 2022-02-02 | $504 | $531 | -$27 | -$27 | |
| PUBLICLY TRADED SECURITIES | 2022-02-07 | 2022-10-12 | $8 | $10 | $0 | $0 | |
| PUBLICLY TRADED SECURITIES | 2022-02-07 | 2022-10-12 | $441 | $529 | -$4 | -$4 | |
| PUBLICLY TRADED SECURITIES | 2022-02-07 | 2022-10-12 | $14 | $17 | -$3 | -$3 | |
| PUBLICLY TRADED SECURITIES | 2022-03-07 | 2022-10-12 | $309 | $356 | -$47 | -$47 | |
| PUBLICLY TRADED SECURITIES | 2022-04-07 | 2022-10-12 | $344 | $383 | -$39 | -$39 | |
| PUBLICLY TRADED SECURITIES | 2022-04-11 | 2022-10-12 | $148 | $164 | -$16 | -$16 | |
| PUBLICLY TRADED SECURITIES | 2022-08-05 | 2022-10-12 | $396 | $427 | -$31 | -$31 | |
| PUBLICLY TRADED SECURITIES | 2022-06-08 | 2022-10-12 | $382 | $411 | -$29 | -$29 | |
| PUBLICLY TRADED SECURITIES | 2022-07-08 | 2022-10-12 | $385 | $414 | -$29 | -$29 | |
| PUBLICLY TRADED SECURITIES | 2022-05-06 | 2022-10-12 | $364 | $390 | -$26 | -$26 | |
| PUBLICLY TRADED SECURITIES | 2022-09-08 | 2022-10-12 | $418 | $437 | -$19 | -$19 | |
| PUBLICLY TRADED SECURITIES | 2022-10-07 | 2022-10-12 | $8 | $10 | -$2 | -$2 | |
| PUBLICLY TRADED SECURITIES | 2022-10-07 | 2022-10-12 | $423 | $513 | -$90 | -$90 | |
| PUBLICLY TRADED SECURITIES | 2020-03-10 | 2022-02-02 | $98,486 | $103,732 | -$5,246 | -$5,246 | |
| PUBLICLY TRADED SECURITIES | 2020-03-10 | 2022-10-12 | $173,400 | $214,722 | -$41,322 | -$41,322 | |
| PUBLICLY TRADED SECURITIES | 2020-03-10 | 2022-10-12 | $14,139 | $17,506 | -$3,367 | -$3,367 | |
| PUBLICLY TRADED SECURITIES | 2020-03-10 | 2022-10-12 | $7,045 | $8,723 | -$1,678 | -$1,678 | |
| PUBLICLY TRADED SECURITIES | 2020-03-10 | 2022-10-12 | $24 | $30 | -$6 | -$6 | |
| CAPITAL GAINS DIVIDENDS | $677 | $677 | $677 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$51,316 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $53 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $53 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $53 | TaxDueAmt |
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 | Yes (1) | 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 | WEISFELD | IndividualWithBooksNm |
| Phone | 2123756887 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MAZARS 135 W 50TH ST C/O E HOROWITZ | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10020 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY A WEISFELD | ||||||||
| 5959 COLLINS AVENUE APT 1005 | MIAMI BEACH | FL | 33140 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| SUSAN S WEISFELD | ||||||||
| 5959 COLLINS AVENUE APT 1005 | MIAMI BEACH | FL | 33140 | SECRETARY & TREASURER | 1.00 | $0 | $0 | $0 |
| DANIELLE B WEISFELD | ||||||||
| 25 BOND STREET APT 2W | NEW YORK | NY | 10012 | 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 | $183,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,622 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $252,784 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $252,784 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $248,992 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,450 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,450 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $53 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $53 | TotalTaxAmt |
| Distributable Before Adj | $12,397 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $12,397 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $12,397 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $298,245 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $298,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,397 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $336,435 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $176,136 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $297,192 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $247,792 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $330,675 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,388,230 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $298,245 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,397 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $285,848 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,674,078 | 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 | $336,435 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,337,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $176,136 | ExcessFromYear4Amt |
| Excess From Year3 | $297,192 | ExcessFromYear3Amt |
| Excess From Year2 | $247,792 | ExcessFromYear2Amt |
| Excess From Year1 | $330,675 | ExcessFromYear1Amt |
| Excess From Current Year | $285,848 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARRY A WEISFELD | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACHUZAT SARA BENY BRAK | ||||||||
| 600 REISTERSTOWN RD | BALTIMORE | MD | 21208 | N/A | PC | CHARITABLE CONTRIBUTION | $318 | |
| AMERICAN FEDERATION FOR AGING RESEARCH (AFAR) | ||||||||
| 55 W 39TH STREET 16TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | N/A | PC | CHARITABLE CONTRIBUTION | $18,000 | |
| BLYTHEDALE CHILDREN'S HOSPITAL | ||||||||
| 95 BRADHURST AVENUE | VALHALLA | NY | 10595 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| BREAST CANCER RESEARCH FOUNDATION | ||||||||
| 28 W 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| COLORADO STATE UNIVERSITY | ||||||||
| PO BOX 1870 | FORT COLLINS | CO | 80523 | N/A | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| COMMUNITY POLICE RELATIONS FOUNDATION | ||||||||
| 4775 COLLINS AVE SUITE 3603 | MIAMI BEACH | FL | 33140 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| EARL MONROE NEW RENAISSANCE CHARTER SCHOOL | ||||||||
| 1617 PARKVIEW AVE | BRONX | NY | 10461 | N/A | PC | CHARITABLE CONTRIBUTION | $100,000 | |
| HIT THE BOOKS | ||||||||
| 344 ST NICHOLAS AVE | NEW YORK | NY | 10027 | N/A | PC | CHARITABLE CONTRIBUTION | $2,500 | |
| HOLTZ CHILDRENS HOSPITAL | ||||||||
| 1500 NW 12TH AVENUE SUITE 1117 EAST | MIAMI | FL | 33136 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| HOPE & HEROES CHILDREN'S CANCER FUND | ||||||||
| 161 FORT WASHINGTON AVE IRVING | NEW YORK | NY | 10032 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | PAVILION 7TH FLOOR |
| IA CARDOZO CONTRIBUTION | ||||||||
| 55 FIFTH AVE SUITE 1022 | NEW YORK | NY | 10003 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| KRISTI HOUSE INC | ||||||||
| 1265 NW 12TH AVE | MIAMI | FL | 33136 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| LEHRMAN COMMUNITY DAY SCHOOL | ||||||||
| 727 77TH ST | MIAMI BEACH | FL | 33141 | N/A | PC | CHARITABLE CONTRIBUTION | $5,500 | |
| LOTUS ENDOWMENT FUND INC | ||||||||
| 3921 ALTON ROAD 470 | MIAMI BEACH | FL | 33140 | N/A | PC | CHARITABLE CONTRIBUTION | $25,000 | |
| LYMPHOMA RESEARCH FOUNDATION | ||||||||
| WALL STREET PLAZA/88 PINE STREET | NEW YORK | NY | 10005 | N/A | PC | CHARITABLE CONTRIBUTION | $2,500 | SUITE 2400 |
| MGA FOUNDATION | ||||||||
| 49 KNOLLWOOD RD | ELMSFORD | NY | 10523 | N/A | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | CHARITABLE CONTRIBUTION | $15,000 | |
| PECONIC HOCKEY FOUNDATION | ||||||||
| PO BOX 374 | WADING RIVER | NY | 11792 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| SCARSDALE PBA | ||||||||
| PO BOX 484 | SCARSDALE | NY | 10583 | N/A | PC | CHARITABLE CONTRIBUTION | $250 | |
| TCF-FRIENDS OF UNITED HATZALAH OF ISRAEL | ||||||||
| 208 E 51ST ST 303 | NEW YORK | NY | 10022 | N/A | PC | CH | $1,400 | |
| TEMPLE BETH SHOLOM | ||||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | CHARITABLE CONTRIBUTION | $5,175 | |
| TOWN OF MAMARONECK FIRE DEPARTMENT | ||||||||
| 205 WEAVER ST | LARCHMONT | NY | 10538 | N/A | PC | CHARITABLE CONTRIBUTION | $250 | |
| TOWN OF MAMARONECK PBA | ||||||||
| PO BOX 774 | LARCHMONT | NY | 10538 | N/A | PC | CHARITABLE CONTRIBUTION | $250 | |
| TUNNEL TO TOWERS FOUNDATION | ||||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 10306 | N/A | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | N/A | PC | CHARITABLE CONTRIBUTION | $5,000 | |
| UNIVERSITY OF DELAWARE ATHLETIC DEPARTMENT | ||||||||
| 83 E MAIN STREET 3RD FLOOR | NEWARK | DE | 19716 | N/A | PC | CHARITABLE CONTRIBUTION | $1,000 | |
| UNIVERSITY OF MICHIGAN | ||||||||
| 1000 SOUTH STATE ST | ANN ARBOR | MI | 48109 | N/A | PC | CHARITABLE CONTRIBUTION | $22,200 | |
| WESTCHESTER REFORM TEMPLE | ||||||||
| 255 MAMARONECK RD | SCARSDALE | NY | 10583 | N/A | PC | CHARITABLE CONTRIBUTION | $3,000 | |
| WHITE PLAINS HOSPITAL | ||||||||
| 41 EAST POST ROAD | WHITE PLAINS | NY | 10601 | N/A | PC | CHARITABLE CONTRIBUTION | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $297,843 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$47,512 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$47,512 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BARRY A WEISFELD | ||||||
| 1 | 5959 COLLINS AVENUE APT 1005 | MIAMI BEACH | FL | 33140 | $12,500 | Yes (X) |
| SUSAN WEISFELD | ||||||
| 2 | 5959 COLLINS AVENUE APT 1005 | MIAMI BEACH | FL | 33140 | $12,500 | Yes (X) |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGE | $70 | $0 | $70 |
| LICENSES & FEES | $62 | $0 | $62 |
| NYS FILING FEE | $100 | $0 | $100 |
| NYS LAW JOURNAL AD | $170 | $0 | $170 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $118 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |