DONALD D ROGERS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DONALD D ROGERS FOUNDATION INC (EIN 04-3663738)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-06-07
- IRS object ID
- 202311589349100521
- Schema version
- 2022v5.0
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-07T16:00:41-04:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650691589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXMAN & WAXMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16747 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043663738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD D ROGERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYER GUTTMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4103210600 | PhoneNum |
| Signature | 2023-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYER | PersonFirstNm |
| Person Last | GUTTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WAXMAN | PreparerPersonNm |
| PTIN | P01348367 | PTIN |
| Phone | 9544394495 | PhoneNum |
| Preparation | 2023-06-07 | PreparationDt |
| 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 | $2,202,320 | 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 | $1,418 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,418 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $50,329 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,329 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,712 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $409,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,459 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,459 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,821 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,910 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,075 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,526 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $20,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,362 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,221 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,847 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $166,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,847 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$94,262 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $1,347 | CashEOYAmt |
| Cash EOYFMV | $1,347 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $135,580 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $101,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $101,952 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $79,016 | OtherNtsAndLoansRcvblBOYAmt |
| Corporate Stock BOY | $1,373,641 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,390,676 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,099,021 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,588,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,493,975 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,202,320 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,588,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,493,975 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,588,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,493,975 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,588,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,493,975 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,588,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$94,262 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,493,975 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,493,975 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 SH AAPL | P | 2014-01-07 | 2022-09-19 | $6,155 | $772 | $5,383 | $5,383 |
| 90 SH SBUX | P | 2020-03-05 | 2023-01-17 | $9,626 | $6,907 | $2,719 | $2,719 |
| 170 SH AAPL | P | 2014-01-02 | 2022-09-19 | $26,158 | $3,363 | $22,795 | $22,795 |
| 6,944.444 FBKWX | P | 2022-01-26 | 2022-05-11 | $68,888 | $76,452 | -$7,564 | -$7,564 |
| 7080.416 FBKWX | P | 2021-05-01 | 2022-05-11 | $70,238 | $77,948 | -$7,710 | -$7,710 |
| 6235.263 FIKQX | P | 2022-05-01 | 2022-05-10 | $46,764 | $55,000 | -$8,236 | -$8,236 |
| 360 SH NEE | P | 2018-12-14 | 2022-09-19 | $31,125 | $16,286 | $14,839 | $14,839 |
| 400 PFF | P | 2021-11-23 | 2022-08-11 | $13,964 | $15,422 | -$1,458 | -$1,458 |
| 1220 PFF | P | 2021-03-17 | 2022-08-11 | $42,591 | $46,494 | -$3,903 | -$3,903 |
| 490 SH SHYG | P | 2022-01-28 | 2022-11-21 | $20,164 | $21,851 | -$1,687 | -$1,687 |
| 500 SH SHYG | P | 2018-10-19 | 2022-11-21 | $20,575 | $23,229 | -$2,654 | -$2,654 |
| 45 SH SHYG | P | 2018-10-18 | 2022-11-21 | $1,852 | $2,091 | -$239 | -$239 |
| 85 SH SHYG | P | 2018-01-30 | 2022-11-21 | $3,498 | $4,015 | -$517 | -$517 |
| 577 SH SHYG | P | 2017-10-20 | 2022-11-21 | $23,744 | $27,552 | -$3,808 | -$3,808 |
| 45 SH HD | P | 2017-12-15 | 2023-01-19 | $14,093 | $8,238 | $5,855 | $5,855 |
| 90 SH MRK | P | 2011-06-22 | 2023-01-17 | $9,942 | $3,045 | $6,897 | $6,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,712 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$18,945 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $773 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $773 | SubtotalAmt |
| Tax Based On Investment Income | $773 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Overpayment | $527 | OverpaymentAmt |
| Applied To ES Tax | $527 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| 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 | MD | 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 | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYER GUTTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103210600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | 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 |
|---|---|---|---|---|---|---|---|---|
| MAYER GUTTMAN | ||||||||
| 1 W PENNSYLVANIA AVE SUITE 900 | TOWSON | MD | 21204 | DIRECTOR | 000.00 | $2,500 | $0 | $0 |
| MICHAEL WAXMAN | ||||||||
| 7920 NW 3RD PLACE | PLANTATION | FL | 33324 | DIRECTOR | 000.00 | $2,500 | $0 | $0 |
| 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 | $1,996,450 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,130 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $26,280 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,138,860 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,138,860 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,083 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,106,777 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,339 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,339 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $773 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $773 | TotalTaxAmt |
| Distributable Before Adj | $104,566 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,566 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,566 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,566 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $2,542 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $16,551 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,760 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,959 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $563 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $46,375 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,500 | QualifyingDistributionsAmt |
| Applied To Current Year | $104,566 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,934 | RemainingDistriFromCorpusAmt |
| Total Corpus | $72,309 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,542 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $69,767 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $16,551 | ExcessFromYear4Amt |
| Excess From Year3 | $2,760 | ExcessFromYear3Amt |
| Excess From Year2 | $23,959 | ExcessFromYear2Amt |
| Excess From Year1 | $563 | ExcessFromYear1Amt |
| Excess From Current Year | $25,934 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDATH OF ISRAEL OF BALTIMORE | |||||||
| 6200 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $20,000 |
| BAIS MEDRASH GEVOHA | |||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $13,000 |
| BAIS YAAKOV OF BALTIMORE | |||||||
| 6300 SMITH AVENUE | BALTIMORE | MD | 21209 | NONE | EXEMPT | CHARITABLE | $2,000 |
| BROWARD HEALTH FOUNDATION | |||||||
| 1201 S ANDREWS AVE | FT LAUDERDALE | FL | 33316 | NONE | EXEMPT | CHARITABLE | $2,500 |
| BROWARD PERFORMING ARTS FOUNDATION | |||||||
| 201 SW 5TH AVENUE | FT LAUDERDALE | FL | 33312 | NONE | EXEMPT | CHARITABLE | $2,500 |
| CAMP YESHIVA OF STATEN ISLAND | |||||||
| 118 BLOOMINGDALE ROAD | STATEN ISLAND | NY | 10309 | NONE | EXEMPT | CHARITABLE | $20,000 |
| CHALLENGE AIR FOR KIDS & FRIENDS | |||||||
| 8008 CEDAR SPRINGS ROAD | DALLAS | TX | 75235 | NONE | EXEMPT | CHARITABLE | $2,500 |
| CONGREGATIOM ZICHRON BINYAMIN | |||||||
| 701 PRINCETON AVENUE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $23,500 |
| CPS CARES | |||||||
| 205 EAST ORANGE STREET | LAKELAND | FL | 33801 | NONE | EXEMPT | CHARITABLE | $2,500 |
| DIGITAL READY | |||||||
| 22 ORCHARD STREET | JAMAICA PLAIN | MA | 02139 | NONE | EXEMPT | CHARITABLE | $2,500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST 12TH FL | NEW YORK | NY | 10168 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ROHR BAIS CHAYA | |||||||
| 8100 N UNIVERSITY DRIVE | TAMARAC | FL | 33321 | NONE | EXEMPT | CHARITABLE | $5,000 |
| SCLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DRIVE | DANVERS | MA | 01923 | NONE | EXEMPT | CHARITABLE | $2,500 |
| TEMPLE BETH EL OF BOCA RATON | |||||||
| 333 SOUTHWEST 4TH AVENUE | BOCA RATON | FL | 33432 | NONE | EXEMPT | CHARITABLE | $7,500 |
| TORAH INSTITUTE | |||||||
| 35 ROSEWOOD LANE | OWING MILLS | MD | 21117 | NONE | EXEMPT | CHARITABLE | $2,000 |
| USA CARES | |||||||
| 11760 COMMONWEALTH DRIVE | LOUISVILLE | KY | 40299 | NONE | EXEMPT | CHARITABLE | $5,000 |
| WORKING DOGS FOR VETS | |||||||
| 3138 BUFFALO ROAD | LAWRENCEBURG | TN | 38464 | NONE | EXEMPT | CHARITABLE | $2,500 |
| YESHIVA DARCHEI TORAH | |||||||
| 257 BEACH 17TH STREET | QUEENS | NY | 11691 | NONE | EXEMPT | CHARITABLE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,418 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,329 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,712 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,459 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,459 | 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 | WAXMAN & WAXMAN - TAX PREP | CategoryTxt |
| Amt | $4,150 | Amt |
| Net Investment Income | $2,075 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $46,163 | $86,576 |
| APPLE | $9,438 | $74,659 |
| BERKSHIRE HATHAWAY CL B | $35,435 | $88,708 |
| CISCO SYSTEMS | $35,461 | $53,156 |
| COMCAST | $58,793 | $51,713 |
| DISCOVER | $32,648 | $51,735 |
| FIDELITY ADVISOR INV GRADEBOND | ||
| FIDELITY ADVISOR TOTAL BOND | ||
| FIDELITY FLOATING RATE HIGH INC | $20,000 | $20,335 |
| FIDELITY HIGH YIELD FACTOR ETF | $16,480 | $17,173 |
| FIRST TR EXCH TRD FD III INSTL PFD | $52,783 | $51,906 |
| HOME DEPOT | $62,624 | $78,140 |
| ISHARES SELECT DIV FD DVY | $46,443 | $70,554 |
| ISHARES CORE S&P SMALL-CAP IJR | $44,869 | $56,400 |
| ISHARES TR 0-5 YR HIGH YIELD SHYG | ||
| ISHARES TR PFD AND INC FD PFF | ||
| ISHARES TRUST 1-3 YEAR TREAS BD | $38,978 | $39,036 |
| JOHNSON & JOHNSON | $30,925 | $52,384 |
| JPMORGAN CHASE | $39,287 | $69,120 |
| LORD ABBETT SHORT DURATION INC | $116,500 | $115,710 |
| LORD ABBETT ULTRA SHORT BOND | $39,575 | $39,696 |
| LORD ABBETT SHORT DURATION HIGH YLD | $39,675 | $39,675 |
| MCDONALDS | $42,687 | $69,501 |
| MEDTRONIC | $28,986 | $29,559 |
| MERCK | $18,920 | $44,456 |
| MICROSOFT | $21,092 | $107,541 |
| NEXTERA ENERGY | $27,144 | $45,978 |
| PEPSICO | $25,118 | $49,631 |
| PFIZER | $24,696 | $53,085 |
| PNC | $46,899 | $49,495 |
| INVESCO QQQ TR UNIT SER 1 | $61,680 | $129,024 |
| PROCTOR & GAMBLE | $26,651 | $54,733 |
| STARBUCKS | $51,278 | $73,717 |
| UNITED HEALTH | $61,110 | $81,195 |
| UNITED PARCEL | $41,799 | $69,227 |
| VERIZON | $45,746 | $47,761 |
| VISA | $47,533 | $58,183 |
| WALMART | $53,260 | $79,259 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVIN & GANN - LEGAL FEES | CategoryTxt |
| Legal Fees | $3,821 | LegalFeesAmt |
| Net Investment Income | $1,910 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INV'T ADVISORY FEES - FIDELIT | $10,038 | $5,019 |
| INV'T ADVISORY FEES - FIDELIT | $10,686 | $5,343 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP YESHIVA STATEN ISLAND-FINAL | BusinessNameLine1Txt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS PAYMENTS-NET OF 35 REFUND | CategoryTxt |
| Amt | $2,526 | Amt |