MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-15
- IRS object ID
- 202322279349100827
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-15T13:28:17-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 NW BOCA RATON BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316632 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271815293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC J LEDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5613940550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC J LEDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613940550 | PhoneNum |
| Signature | 2023-08-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | LEDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL V GARBER | PreparerPersonNm |
| PTIN | P01629387 | PTIN |
| Phone | 5613671040 | PhoneNum |
| Preparation | 2023-07-28 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $30,766,521 | 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 | $2,953,285 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,274,160 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,274,160 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $401,271 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,228,995 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $401,271 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $116,901 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106,548 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,745,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,782,014 | 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 |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $15,409 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $15,409 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $155,005 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $151,371 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $177,071 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $168,280 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,592,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,592,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,769,071 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $168,280 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,593,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,976,581 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,613,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,354 | CashBOYAmt |
| Cash EOY | $863,442 | CashEOYAmt |
| Cash EOYFMV | $863,442 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $219,149 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,974,935 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,974,935 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,213,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,535,392 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,535,392 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $29,193,140 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,392,752 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $23,392,752 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $34,786,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,766,521 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,766,521 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $500,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $500,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $34,286,096 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,766,521 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $34,286,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,766,521 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $34,786,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,766,521 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $34,286,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,976,581 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,262,677 | SubtotalAmt |
| Other Decreases | $6,496,156 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $30,766,521 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $484,423 | $477,571 | $6,852 | $6,852 | |
| PUBLICLY TRADED SECURITIES | $485,777 | $350,153 | $135,624 | $135,624 | |
| K-1 - COATUE GROWTH FUND IV LP | $225,062 | $225,062 | $225,062 | P | |
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND V | $33,733 | $33,733 | $33,733 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $401,271 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,431 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,431 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,431 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $35,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $35,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $909 | EsPenaltyAmt |
| Overpayment | $11,660 | OverpaymentAmt |
| Applied To ES Tax | $11,660 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | 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 | BENJAMIN ENGSTROM | IndividualWithBooksNm |
| Phone | 5613940550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE STE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KEVIN J CALHOUN | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MARC J LEDER | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| RODGER R KROUSE | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/TREASURER | 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 | $5,477,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,203,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,618,616 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,299,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,299,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $304,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,994,533 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $999,727 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $999,727 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,431 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $781 | IncomeTaxAmt |
| Total Tax | $23,212 | TotalTaxAmt |
| Distributable Before Adj | $976,515 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $976,515 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $976,515 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,593,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,593,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $976,515 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $618,271 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $710,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $174,475 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $221,363 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,724,269 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,593,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $976,515 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $616,985 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,341,254 | 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 | $618,271 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,722,983 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $710,160 | ExcessFromYear4Amt |
| Excess From Year3 | $174,475 | ExcessFromYear3Amt |
| Excess From Year2 | $221,363 | ExcessFromYear2Amt |
| Excess From Current Year | $616,985 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC J LEDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEST BUDDIES INTERNATIONAL | ||||||
| 100 SOUTHEAST SECOND ST SUITE 2200 | MIAMI | FL | 33131 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $25,000 |
| BOCA RATON POLICE FOUNDATION | ||||||
| 6800 BROKEN SOUND PKWY NW | BOCA RATON | FL | 33487 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $25,000 |
| BREAST CANCER RESEARCH FOUNDATION | ||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| CHRISTEL HOUSE INTERNATIONAL | ||||||
| 10 WEST MARKET STREET SUITE 1990 | INDIANAPOLIS | IN | 462042973 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES | ||||||
| 700 SOUTH DIXIE HIGHWAY SUITE 200 | WEST PALM BEACH | FL | 33401 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| COUNT BASIE CENTER FOR THE ARTS | ||||||
| 99 MONMOUTH STREET | RED BANK | NJ | 07701 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| FEDERAL ENFORCEMENT HOMELAND SECURITY FND | ||||||
| 110 E 59TH STREET 22ND FLOOR | NEW YORK | NY | 10022 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $20,000 |
| FLITE CENTER | ||||||
| 5201 NW 33RD AVE | FORT LAUDERDALE | FL | 33309 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| GEORGIA BAPTIST MISSION BOARD MISSIONS & MINISTRY CENTER | ||||||
| 4295 BROGDON EXCHANGE | SUWANEE | GA | 300243980 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| KOEING CHILDHOOD CANCER FOUNDATION INC | ||||||
| 1175 YORK AVE SUITE 15E | NEW YORK | NY | 10065 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| LOUIS HERNANDEZ JR'S FOUNDATION FOR A BRIGHT FUTURE | ||||||
| 6400 W BOYNTON BCH STE 740486 | BOYNTON BEACH | FL | 33433 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| PEF ISRAEL ENDOWMENT FUNDS | ||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| PROJECT SUNSHINE | ||||||
| 211 EAST 43RD STREET SUITE 401 | NEW YORK | NY | 10017 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $15,000 |
| RESCUE DOGS ROCK NYC | ||||||
| PO BO 101 GRACIE STATION | NEW YORK | NY | 10028 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| ROBERT L ZANGRILLO FAMILY FOUNDATION INC | ||||||
| 1521 ALTON ROAD SUITE 352 | MIAMI BEACH | FL | 33139 | PF | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | ||||||
| 420 LEXINGTON AVE 825 | NEW YORK | NY | 10170 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $250,000 |
| SCHOOL OF AMERICAN BALLET | ||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 100236592 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| SOS CHILDREN'S VILLAGES | ||||||
| 3681 NW 59 PLACE | COCONUT CREEK | FL | 33073 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| SUN CAPITAL PARTNERS FOUNDATION | ||||||
| 5200 TOWN CENTER CIRCLE SUITE 470 | BOCA RATON | FL | 33486 | PF | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $350,000 |
| THE AMERICAN FRIENDS OF RABIN MEDICAL CENTER | ||||||
| 636 BROADWAY SUITE 618 | NEW YORK | NY | 10012 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| THE LEFFELL SCHOOL | ||||||
| 555 W HARTSDALE AVE | HARTSDALE | NY | 10530 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT STREET STE 300 | PHILADELPHIA | PA | 19104 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $610,000 |
| TREEPEOPLE | ||||||
| 12601 MULHOLLAND DRIVE | BEVERLY HILLS | CA | 90210 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| UNITED WAY OF NORTHERN NEW JERSEY | ||||||
| 222 RIDGEDALE AVENUE 3RD FLOOR | CEDAR KNOLLS | NJ | 07927 | PC | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,592,000 | 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 | $35 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,274,160 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,353 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,548 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $401,271 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $10,353 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,782,014 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,792,367 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARC LEDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE SUITE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,953,285 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 6,357 SHARES OF XPENG INC. COMMON STOCK1,886 SHARES OF SNOWFLAKE INC. COMMON STOCK | NoncashPropertyDesc |
| Fair Market Value | $953,285 | FairMarketValueAmt |
| Received | 2021-12-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|
| SUN CAPITAL PARTNERS FOUNDATION INC | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 470 | BOCA RATON | FL | 33486 | 2021-11-15 | $350,000 | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $350,000 | MARC J. LEDER FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. |
| ROBERT L ZANGRILLO FAMILY FOUNDATION INC | ||||||||
| 1521 ALTON ROAD SUITE 352 | MIAMI BEACH | FL | 33139 | 2022-05-02 | $50,000 | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 | MARC J. LEDER FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| US TRUST ACCOUNT #5831 | $3,214,637 | $3,214,637 |
| GOLDMAN SACHS ACCOUNT #7548 | $1,320,755 | $1,320,755 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAXIM INCOME OPPORTUNITY II | FMV | $3,500,000 | $3,500,000 |
| SR INVESTORS BOND #2 LLC | FMV | $500,000 | $500,000 |
| THIRD POINT STRUCTURED CREDIT OPPORTUNITY OFFSHORE FUND, LP | FMV | $3,439,553 | $3,439,553 |
| THOROFARE ASSET BASED LENDING FUND V, LP | FMV | $5,005,149 | $5,005,149 |
| CAOTUE GROWTH FUND IV LP | FMV | $6,267,629 | $6,267,629 |
| FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | FMV | $642,877 | $642,877 |
| PRF FUND I | FMV | $2,474,218 | $2,474,218 |
| SIXTH STREET SPECIALTY LENDING EUROPE II (USD FEEDER), LP | FMV | $703,312 | $703,312 |
| TIGER GLOBAL | FMV | $860,014 | $860,014 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $6,496,156 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| K-1 PASS THRU EXPENSES - COATUE GROWTH FUND IV LP | $92,424 | $92,424 | $0 |
| K-1 PASS THRU EXPENSES - FORTRESS CREDIT OPPORTUNITIES FUND | $6,155 | $5,667 | $0 |
| K-1 PASS THRU EXPENSES - MAXIM INCOME OPPORTUNITY FUND II LP | $12,106 | $12,106 | $0 |
| K-1 PASS THRU EXPENSES - SIXTH STREET SPECIALITY LENDING EUROPE II | $26,872 | $23,726 | $0 |
| K-1 PASS THRU EXPENSES - SR INVESTORS BOND #2 LLC | $8,743 | $8,743 | $0 |
| K-1 PASS THRU EXPENSES - THOROFARE ASSET BASED LENDING FUND V, LP | $8,705 | $8,705 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND | $10,506 | $9,673 | $10,506 |
| K-1 - SIXTH STREET SPECIALITY LENDING EUROPE II | $81,305 | $71,785 | $81,305 |
| K-1 - PRF FUND I, LP | $25,090 | $25,090 | $25,090 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $500,000 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $14,831 | $14,831 | $0 |
| INTEREST EXPENSE | $578 | $578 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 FORM 990-PF TAX PAYMENT | CategoryTxt |
| Amt | $3,657 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |