PARGH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PARGH FOUNDATION (EIN 83-3049885)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-13
- IRS object ID
- 202541339349102434
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-13T12:11:32-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 833049885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PARGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PARG | BusinessNameControlTxt |
| Phone | 4073131586 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9748 EARLE COURT | AddressLine1Txt |
| City | GOLDEN OAK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW L PARGH | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 4073131586 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL V GARBER | PreparerPersonNm |
| PTIN | P01629387 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,187,786 | 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 | $252,130 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $58,092 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,003 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $555,283 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,003 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,225 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,095 | 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 | $5,249 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,624 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,625 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,661 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,067 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,922 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,917 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,832 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,696 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,542 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $387,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $387,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,307 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,696 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,017 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,082 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $143,399 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $90,804 | CashBOYAmt |
| Cash EOY | $186,764 | CashEOYAmt |
| Cash EOYFMV | $186,764 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,352,315 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,317,971 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,955,057 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,119,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,051,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,045,965 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,563,021 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,555,939 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,187,786 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $2,563,021 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,555,939 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,563,021 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,555,939 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,563,021 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,555,939 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,563,021 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,082 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,555,939 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,555,939 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| WELLS FARGO - 9854 - PUBLICLY TRADED SECURITIES | $14,119 | $12,920 | $1,199 | $1,199 | |
| WELLS FARGO - 9854 - PUBLICLY TRADED SECURITIES | $485,152 | $453,360 | $31,792 | $31,792 | |
| CAPITAL GAINS DIVIDENDS | $56,012 | $56,012 | $56,012 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,003 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,993 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,993 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,993 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $920 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $920 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,073 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | PARGHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | COHNREZNICK LLP | IndividualWithBooksNm |
| Phone | 5618865205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4455 MILITARY TRAIL SUITE 201 | AddressLine1Txt |
| City | JUPITER | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33458 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW L PARGH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9748 EARLE COURT | AddressLine1Txt |
| City | GOLDEN OAK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | MANAGER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 4.00 | 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 |
| 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 | $2,915,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $116,703 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,032,428 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,032,428 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,986,942 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,347 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,347 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,993 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,993 | TotalTaxAmt |
| Distributable Before Adj | $147,354 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $147,354 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $147,354 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,017 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $402,017 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $147,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $8,587 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,883 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,971 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,624 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $300,092 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $402,017 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $147,354 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $254,663 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $554,755 | 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 | $8,587 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $546,168 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,883 | ExcessFromYear4Amt |
| Excess From Year3 | $141,971 | ExcessFromYear3Amt |
| Excess From Year2 | $44,027 | ExcessFromYear2Amt |
| Excess From Year1 | $47,624 | ExcessFromYear1Amt |
| Excess From Current Year | $254,663 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AUSTIN COMMUNITY FOUNDATION | ||||||
| 4315 GUADALUPE STREET SUITE 300 | AUSTIN | TX | 78751 | PC | GRANT TO SUPPORT C4AC MUSIC SERIES | $2,500 |
| CHABAD OF SOUTH ORLANDO | ||||||
| 7347 W SAND LAKE ROAD | ORLANDO | FL | 32819 | PC | GRANT TO SUPPORT CHANUKAH PROGRAMS IN SAND LAKE | $25,000 |
| CHABAD OF SOUTH ORLANDO | ||||||
| 7347 W SAND LAKE ROAD | ORLANDO | FL | 32819 | PC | GRANT TO SUPPORT ADVERTISING FOR THE JEWISH COMMUNITY CALENDAR | $4,800 |
| CHABAD OF SOUTH ORLANDO | ||||||
| 7347 W SAND LANE ROAD | ORLANDO | FL | 32819 | PC | GRANT TO SUPPORT RABBI KONIKOV'S DISCRETIONARY FUND | $45,000 |
| CONGREGATION OHEV SHALOM | ||||||
| 613 CONCOURSE PARKWAY SOUTH | MAITLAND | FL | 32751 | PC | GRANT TO SUPPORT THE 8TH ANNUAL MEN'S NIGHT OUT | $5,000 |
| CONGREGATION OHEV SHALOM | ||||||
| 613 CONCOURSE PARKWAY SOUTH | MAITLAND | FL | 32751 | PC | GRANT TO SUPPORT THE COS ANNUAL COMMUNITY MEMBERSHIP | $2,500 |
| FRIENDS OF UNITED HATZALAH | ||||||
| 442 5TH AVENUE SUITE 1866 | NEW YORK | NY | 10018 | PC | GRANT FOR AMBULANCE TO USE ON LIFESAVING MISSION IN ISRAEL. | $225,000 |
| JEWISH PAVILION OF CENTRAL FLORIDA | ||||||
| 421 MONTGOMERY ROAD SUITE 131 | ALTAMONTE SPRINGS | FL | 32714 | PC | GRANT TO SUPPORT MARKETING | $3,000 |
| SAMARITAN VILLAGE | ||||||
| PO BOX 149599 | ORLANDO | FL | 32814 | PC | GRANT TO SUPPORT THE RESIDENTS OF SAMARITAN VILLAGE TO HELP WOMEN FIND FREEDOM FROM THE BONDAGE OF SEXUAL EXPLOITATION AND HUMAN TRAFFICKING. | $1,000 |
| SHALOM ORLANDO | ||||||
| 851 N MAITLAND AVENUE | MAITLAND | FL | 32751 | PC | GRANT TO SUPPORT SHAYNA'S VILLAGE | $2,500 |
| TEMPLE JUDEA | ||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33410 | PC | GRANT TO SUPPORT THREE YEARS STREAMING SPONSORSHIP FOR SHABBAT SERVICES | $10,000 |
| TEMPLE JUDEA | ||||||
| 4311 HOOD ROAD | PALM BEACH GARDENS | FL | 33410 | PC | GRANT TO SUPPORT GOLDEN CHAI AND DUES 2024-2025 | $3,175 |
| THE JACK & LEE ROSEN JEWISH COMMUNITY CENTER | ||||||
| 11184 S APOPKA VINELAND ROAD | ORLANDO | FL | 32836 | PC | GRANT TO SUPPORT AND COVER EXPENSES RELATED TO THE HIGH HOLIDAYS HELD AT THE ROSEN EVENT CENTER | $32,000 |
| THE JACK & LEE ROSEN JEWISH COMMUNITY CENTER | ||||||
| 11184 S APOPKA VINELAND ROAD | ORLANDO | FL | 32836 | PC | GRANT TO SUPPORT MARKETING AND COMMUNICATIONS FOR THE 2024 HIGH HOLIDAYS | $20,000 |
| THE JACK & LEE ROSEN JEWISH COMMUNITY CENTER | ||||||
| 11184 S APOPKA VINELAND ROAD | ORLANDO | FL | 32836 | PC | GRANT TO SUPPORT EVENTS FOR THE JEWISH HIGH HOLIDAYS | $3,000 |
| THE JEWISH PAVILION | ||||||
| 421 MONTGOMERY ROAD SUITE 131 | ALTAMONTE SPRINGS | FL | 32714 | PC | GRANT TO SUPPORT AND IMPROVE THE MARKETING EFFORTS OF THE JEWISH PAVILION SENIOR SERVICES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $387,475 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,092 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,003 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,095 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,095 | 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 | ANDREW PARGH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9748 EARLE COURT | AddressLine1Txt |
| City | GOLDEN OAK | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $252,130 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000 SHARES OF APPLE STOCK | NoncashPropertyDesc |
| Fair Market Value | $252,130 | FairMarketValueAmt |
| Received | 2024-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $5,249 | Amt |
| Net Investment Income | $2,624 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,625 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC | $293,219 | $440,586 |
| BLACKROCK INC | $23,681 | $48,258 |
| CORTEVA INC | $29,993 | $60,837 |
| FIRST TR ENHANCED ETF SHORT MATURITY FTSM | $91,504 | $90,552 |
| GENL DYNAMIC CORP | $33,819 | $47,628 |
| ISHARES CORE S&P 500 ETF INDEX FUND | $110,534 | $188,250 |
| ISHARES MSCI ETF EMERGING MARKETS | $56,917 | $60,324 |
| JP MORGAN CHASE & CO | $46,739 | $94,514 |
| LOCKHEED MARTIN CORP | $35,755 | $46,953 |
| MICROSOFT CORP | $21,745 | $63,979 |
| MONDELEZ INTERNATIONAL INC | $33,291 | $35,793 |
| NEXTERA ENERGY INC | $23,045 | $30,261 |
| PROSHARES S&P 500 ETF | $113,122 | $137,186 |
| TARGET CORP | $24,143 | $33,874 |
| VANGUARD FTSE ETF | $120,077 | $125,491 |
| VANGUARD TOTAL STOCK ETF MARKET | $222,948 | $372,112 |
| ELI LILLY & CO | $37,439 | $78,459 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MFS SER TRUST IX CORPORATE BOND FUND A | AT COST | $172,412 | $140,452 |
| MFS SER TR IV MID CAP GROWTH FD CL A | AT COST | $141,341 | $146,831 |
| MFS SER TR I VALUE FUND CL A | AT COST | $200,362 | $209,513 |
| MFS GROWTH CL A | AT COST | $195,019 | $224,794 |
| MFS SER TR XIII MFS DIVERSIFIED INCOME FD CL A | AT COST | $117,396 | $109,340 |
| MFS INTERNAL DIVERSIFICATION FUND CL A | AT COST | $224,674 | $215,035 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & INTERNET EXPENSES | $917 | $0 | $917 |
| ADVERTISING & PROMOTION EXPENSES | $11,000 | $0 | $11,000 |
| BANK SERVICE CHARGES | $5 | $5 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,067 | $1,067 | $0 |
| FEDERAL EXCISE TAX | $594 | $0 | $0 |