RAYMOND & Z VALEERE SASS FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND & Z VALEERE SASS FAMILY FOUNDATION INC (EIN 65-1014883)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-08-07
- IRS object ID
- 202312199349100061
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-07T07:54:07-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 472399433 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOFFIT & BLACK CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Reservoir Circle Suite 103 | AddressLine1Txt |
| City | Pikesville | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21208 | 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 | 651014883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND & Z VALEERE SASS FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 4103565900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 STABLEMERE CT | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN SASS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4103565900 | PhoneNum |
| Signature | 2023-08-03 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEVEN | PersonFirstNm |
| Person Last | SASS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | LEIGH F MOFFIT JR | PreparerPersonNm |
| PTIN | P01777851 | PTIN |
| Phone | 4108286168 | PhoneNum |
| Preparation | 2023-08-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $62,033 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $379 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $379 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $769 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $769 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,148 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,148 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $600 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $71 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,332 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $3,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,535 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$6,460 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,158 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $24,721 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $24,721 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $38,900 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $37,312 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,906 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,946 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,033 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $500 | GrantsPayableBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $55,406 | CapitalStockBOYAmt |
| Capital Stock EOY | $48,946 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,406 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $48,946 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,906 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $48,946 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,406 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$6,460 | ExcessRevenueOverExpensesAmt |
| Subtotal | $48,946 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $48,946 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB SHORT TERM SALES | P | 2022-01-01 | 2022-12-31 | $10,821 | $0 | $16,030 | -$5,209 | $0 | $0 | $0 | -$5,209 |
| CHARLES SCHWAB LONG TERM SALES | P | 2021-12-31 | 2022-12-31 | $21,680 | $0 | $15,702 | $5,978 | $0 | $0 | $0 | $5,978 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $769 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$5,209 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $0 | OriginalReturnTaxPaidAmt |
| Tax Due | $9 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | STEVEN SASS | IndividualWithBooksNm |
| Phone | 4106028401 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 STABLEMERE CT | AddressLine1Txt |
| City | BALTIMORE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21209 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN M SASS | ||||||||
| 11 STABLEMERE COURT | BALTIMORE | MD | 21209 | PRESIDENT/TREASURER | 1.00 | $200 | $0 | $0 |
| GERALD BROTMAN | ||||||||
| 7 BEECH TREE COURT | LUTHERVILLE TIMONIUM | MD | 21093 | VICE PRESIDENT | 1.00 | $200 | $0 | $0 |
| BETH BERMAN | ||||||||
| 11 STABLEMERE COURT | LUTHERVILLE TIMONIUM | MD | 21093 | SECRETARY | 1.00 | $200 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $46,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,303 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $234 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $64,885 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $64,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $63,912 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,196 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,196 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9 | TotalTaxAmt |
| Distributable Before Adj | $3,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $3,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $3,187 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,535 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,535 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,187 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $905 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,535 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,190 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,535 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $4,535 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,725 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,187 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $12,725 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $905 | ExcessFromYear3Amt |
| Excess From Year2 | $3,535 | ExcessFromYear2Amt |
| Excess From Year1 | $3,750 | ExcessFromYear1Amt |
| Excess From Current Year | $4,535 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ZVALEERE SASS | ContributingManagerNm |
| Contributing Manager | STEVEN MSASS | ContributingManagerNm |
| Contributing Manager | MSRONEE SASS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MARYLAND CHAPTER FRIENDS OF IDF | ||||||
| P O BOX 395 | STEVENSON | MD | 21153 | OTHER PUBLIC CHARITY | PROVIDING ASSISTANCE TO VICTIMS IF TERROR IN ISRAEL | $1,000 |
| WILMER EYE CLINIC | ||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | OTHER PUNLIC CHARITY | FOR MEDICAL RESEARCH | $350 |
| JOHNS HOPKINS CANCER CENTER | ||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | OTHER PUBLIC CHARITY | FOR MEDICAL RESEARCH | $350 |
| SIMON WIESENTHAL CENTER | ||||||
| 1399 SOUTH ROXBURY DR | LOS ANGELES | CA | 90035 | OTHER PUBLIC CHARITY | JEWISH HUMAN RIGHTS | $500 |
| ZIONIST ORGANIZATION OF AMERICA | ||||||
| 633 THIRD AVENUE SUITE 31-B | NEW YORK | NY | 10017 | OTHER PUBLIC CHARITY | JEWISH HUMAN RIGHTS | $300 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | OTHRE PUBLIC CHARITY | JEWISH EDUCATION AND HISTORY | $300 |
| AMERICAN FRIENDS OF UNITED HATZALAH | ||||||
| 208 E51ST ST SUITE 303 | NEW YORK | NY | 10022 | OTHER PUBLIC CHARITY | WORLDWIDE ASSISTANCE TO VICTIMS OF TERROR AND NATURAL DISASTERS | $300 |
| CEDARS SINAI | ||||||
| 8700 BEVERLY BLVD SUITE 2416 | LOS ANGELES | CA | 90048 | OTHER PUBLIC CHARITY | FOR MEDICAL RESEARCH | $200 |
| MARYLAND SPCA INC | ||||||
| 3300 FALLS RD | BALTIMORE | MD | 21211 | OTHER PUBLIC CHARITY | SUPPORT ANIMAL CARE | $100 |
| CAMERA COMMUNICATIONS | ||||||
| PO BOX 35040 | BOSTON | MA | 02135 | OTHER PUBLIC CHARITY | SUPPORT MIDDLE EAST MEDIA REPORTING | $300 |
| ASPCA | ||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | OTHER PUBLIC CHARITY | SUPPORT ANIMAL CARE | $150 |
| ACT FOR AMERICAN EDUCATION INC | ||||||
| 1300 PENNSYLVANIA AVE NW SUITE 190 | WASHINGTON | DC | 20004 | OTHER PUBLIC CHARITY | EDUCATION SUPPORT | $220 |
| ISRAEL TREES | ||||||
| PO Box 241 | CEDARHURST | NY | 11516 | OTHER PUBLIC CHARITY | JEWISH EDUCATION AND HISTORY | $165 |
| BIKUR CHOLIM OF BALTIMORE | ||||||
| 2833 SMITH AVE | BALTIMORE | MD | 21209 | OTHER PUBLIC CHARITY | HEALTHCARE | $300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,535 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $379 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $379 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $379 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $7,996 | $9,936 |
| LATTICE SEMICONDUCTOR | $5,724 | $19,464 |
| OWENS & MINOR | $5,183 | $3,906 |
| RITE AID | $1,925 | $835 |
| ROYALE ENERGY | $1,342 | $396 |
| YAMANA GOLD | $2,055 | $2,775 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $1,332 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital Gain Net income | Desc |
| Revenue And Expenses Per Books | $769 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $62 | $62 |
| STATE REGISTRATION FEE | $170 | |
| FOREIGN TAX PAID | $9 | $9 |