DANIEL J GOLDMAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL J GOLDMAN FOUNDATION INC (EIN 65-0813745)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202343189349103459
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T14:05:51-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 592110949 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KWAL & OLIVA PA CPAS | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 169 E FLAGLER STREET STE 800 | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331311296 | 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 | 650813745 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL J GOLDMAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 3058667334 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 414038 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331414038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LEWIN | PersonNm |
| Person Title | PRES/DIRECT | PersonTitleTxt |
| Phone | 3058666915 | PhoneNum |
| Signature | 2023-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JONATHAN | PersonFirstNm |
| Person Last | LEWIN | 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 | ROLANDO SANCHEZ CPA | PreparerPersonNm |
| PTIN | P00118434 | PTIN |
| Phone | 3055774333 | PhoneNum |
| Preparation | 2023-11-14 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,773,416 | 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 | $26,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $99,789 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $107,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $99,789 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $126,154 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $126,154 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,863 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,587 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,005 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $151 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,457 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,016 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,587 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,457 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,016 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,587 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,697 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $124,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,896 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,896 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,032 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,152 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,152 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $2,067,031 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,766,368 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,766,368 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,340 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $2,073,959 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,773,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,773,416 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $56,770 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $85,889 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $56,770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,889 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,017,189 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,687,527 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,017,189 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,527 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,073,959 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,773,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,017,189 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,697 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,041,886 | SubtotalAmt |
| Other Decreases | $354,359 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,687,527 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 45 SHRS MICROSOFT CORP | P | 2004-03-11 | 2022-01-12 | $14,233 | $1,139 | $13,094 | $13,094 |
| 104 SHRS INTERPUBLIC GROUP | P | 2003-07-22 | 2022-01-04 | $3,942 | $1,382 | $2,560 | $2,560 |
| 25 SHRS GRAINGER WW INC | P | 2003-11-07 | 2022-01-07 | $12,850 | $1,157 | $11,693 | $11,693 |
| 22 SHRS JP MORGAN CHASE & CO | P | 2003-07-16 | 2022-01-04 | $3,572 | $772 | $2,800 | $2,800 |
| 21 SHRS ENERPLUS CORPORATION | P | 2005-05-11 | 2022-01-04 | $231 | $773 | -$542 | -$542 |
| 32 SHRS LABORATORY CORP AMER HLDGS | P | 2003-07-23 | 2022-01-12 | $9,329 | $1,008 | $8,321 | $8,321 |
| 27 SHRS PFIZER INC | P | 2004-03-11 | 2022-01-07 | $1,498 | $950 | $548 | $548 |
| 30 SHRS VERMILION ENERGY INC | P | 2005-05-11 | 2022-01-04 | $391 | $567 | -$176 | -$176 |
| 38 SHRS AON PLC | P | 2005-05-11 | 2022-01-13 | $10,726 | $414 | $10,312 | $10,312 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $99,789 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,726 | SubtotalAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,532 | EstimatedPlusOvpmtIncmTxAmt |
| Backup Withholding Withheld | $346 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,878 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,152 | OverpaymentAmt |
| Applied To ES Tax | $2,152 | 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 | NC | 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 | JONATHAN LEWIN | IndividualWithBooksNm |
| Phone | 3058666915 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 S SHORE DRIVE 5F | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JONATHAN LEWIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 SOUTH SHORE DRIVE 5F | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRES/DIRECT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $1,916,699 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $16,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,152 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,935,269 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $1,935,269 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,906,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $95,312 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $95,312 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,726 | TotalTaxAmt |
| Distributable Before Adj | $93,586 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $93,586 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $93,586 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,587 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $97,587 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $91,791 | UndistributedIncomePYAmt |
| Qualifying Distributions | $97,587 | QualifyingDistributionsAmt |
| Applied To Year1 | $91,791 | AppliedToYear1Amt |
| Applied To Current Year | $5,796 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $87,790 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $24,500 |
| ANTI DEFAMATION LEAGUE | |||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $600 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | |||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $5,000 |
| MIDDLE EAST MEDIA RESEARCH INSTITUT | |||||||
| PO BOX 27837 | WASHINGTON | DC | 200771670 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $350 |
| FRIENDS OF THE ISRAEL DEFENSE FORCE | |||||||
| 1801 NE 123RD STREET | MIAMI | FL | 331819987 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $600 |
| AMERICAN TECHNION SOCIETY | |||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $24,500 |
| ALCOR LIFE EXTENSION FOUNDATION | |||||||
| 7895 EAST ACOMA DRIVE | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $24,500 |
| AMERICAN ASSOCIATES BEN-GURION UNIV | |||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| COMMITTEE FOR ACCURACY IN MIDDLE EA | |||||||
| 6742 FOREST HILL BLVD 341 | WEST PALM BEACH | FL | 33413 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $350 |
| AMERICAN FRIENDS OF THE TEL AVIV UN | |||||||
| 39 BROADWAYSUITE 1510 | NEW YORK | NY | 10006 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $800 |
| AMERICAN FRIENDS OF MAGEN DAVID AD | |||||||
| PO BOX 96402 | WASHINGTON | DC | 200906402 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $5,000 |
| ISRAEL CANCER RESEARCH FUND | |||||||
| PO BOX 8266 | TOPEKA | KS | 666080266 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $5,000 |
| JERUSALEM COLLEGE OF TECHNOLOGY | |||||||
| 445 CENTRAL AVE SUITE 30 | CEDARHURST | NY | 11516 | NONE | PUBLIC 501C3 | CHARITABLE-GENERAL USE | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,365 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $99,789 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $126,154 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $126,154 | 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 | LEGAL AND ACCOUNTING | CategoryTxt |
| Amt | $7,450 | Amt |
| Net Investment Income | $1,863 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,587 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COMPUTER | PropertyDesc |
| Acquired | 2004-06-30 | AcquiredDt |
| Cost Or Other Basis | $1,340 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $1,340 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 4,308.926 VAN CAP OPP ADMIRAL | $629,577 | $629,577 |
| 667.117 AON PLC | $200,229 | $200,229 |
| 1,597 ORACLE CORP | $130,539 | $130,539 |
| 226 W W GRAINGER | $125,713 | $125,713 |
| 395 MICROSOFT CORP COM | $94,729 | $94,729 |
| 216 COSTCO WHOLESALE | $98,604 | $98,604 |
| 1232 SOUTHWEST AIRLINES | $41,481 | $41,481 |
| 265 LABORATORY CORP OF AMERICA | $62,402 | $62,402 |
| 197.648 J.P. MORGAN | $26,505 | $26,505 |
| 200 FEDEX CORP | $34,640 | $34,640 |
| 934 INTERPUBLIC GROUP COS INC | $31,112 | $31,112 |
| 130.365 JOHNSON & JOHNSON | $23,029 | $23,029 |
| 113..472 DIAGEO ADR SPONSOR | $20,220 | $20,220 |
| 284.64 SONOCO PRODUCTS | $17,280 | $17,280 |
| 627 GEN DIGITAL INC | $13,437 | $13,437 |
| 139 CHEVRONTEXACO | $24,949 | $24,949 |
| 2422.22HIGHLAND GLOBAL ALLO FUND | $22,817 | $22,817 |
| 500 WESTERN UNION CO | $6,885 | $6,885 |
| 245.981 PFIZER INC | $12,604 | $12,604 |
| 80 WAL-MART STORES INC | $11,343 | $11,343 |
| 118 EXXON MOBIL | $13,015 | $13,015 |
| 1049 ARC RESOURCES LTD | $14,130 | $14,130 |
| 400 RESOURCES CONNEC INC | $7,352 | $7,352 |
| 1082.6 LIBERTY ALL STAR EQUITY FUND | $6,171 | $6,171 |
| 930.94LIBERTY ALL STAR GROWTH FUND | $4,590 | $4,590 |
| 270 VERMILLION ENERGY INC | $4,779 | $4,779 |
| 107.582 CLEARBRIDGE LARGE CAP GROWTH | $5,021 | $5,021 |
| 768 ENDO HEALTH SOLUTIONS, INC | $54 | $54 |
| 600 EZCORP INC | $4,890 | $4,890 |
| 372 HELIX ENERGY SOLUTIONS GROUP | $2,745 | $2,745 |
| 404 ENERPLUS CORP | $7,131 | $7,131 |
| 79 PEMBINA PIPELINE CORP | $2,682 | $2,682 |
| 800 PEYTO EXPLORATION & DEV CORP | $8,208 | $8,208 |
| 750 ADVANTAGE OIL & GAS LTD | $5,258 | $5,258 |
| 200 STEIN MART INC | ||
| 54 OBSIDIAN ENERGY LTD | $359 | $359 |
| 900 4 LICENSING CORP | ||
| 31 SPYGLASS RESOURCES CORP | ||
| 800 WEATHERFORD INTL LTD | $1 | $1 |
| 33 VIATRIS INC | $367 | $367 |
| 1104.81 NEXPOINT MERGER ARBITRAGE | $21,875 | $21,875 |
| 1153.052 FIRST FOUNDATION TOTAL RETU | $29,645 | $29,645 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COMPUTERS | CategoryOrItemTxt |
| Cost Or Other Basis | $1,340 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,340 | AccumulatedDepreciationAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INV FASB 124 | Desc |
| Amt | $354,359 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $2 | $2 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| OVERDRAWN BANK ACCOUNT | $56,768 | $85,887 |
| ROUNDING ADJUSTMENT | $2 | $2 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES - FOREIGN | $151 | $151 |
| TAXES -EXCISE | $1,854 |