DONALD D ROGERS FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- DONALD D ROGERS FOUNDATION INC (EIN 04-3663738)
- Tax period
- 2021-05-01 to 2022-04-30
- Filed
- 2022-05-31
- IRS object ID
- 202221519349100817
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T14:59:17-05:00 | ReturnTs |
| Tax Period End | 2022-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650691589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXMAN & WAXMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 16747 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33318 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043663738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD D ROGERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYER GUTTMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4103210600 | PhoneNum |
| Signature | 2022-05-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYER | PersonFirstNm |
| Person Last | GUTTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WAXMAN | PreparerPersonNm |
| PTIN | P01348367 | PTIN |
| Phone | 9544394495 | PhoneNum |
| Preparation | 2022-05-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,279,839 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,968 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,968 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $58,263 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $311,327 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,263 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,367 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $108,028 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,661 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $4,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,000 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,112 | AccountingFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $5 | InterestRevAndExpnssAmt |
| Taxes Rev And Expnss | $975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $188 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $23,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,660 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $37,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,460 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $119,143 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $119,143 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,460 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $119,143 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,640 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,201 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $35,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $135,580 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $135,580 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $79,016 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $176,146 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $79,016 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $79,016 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,425,446 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,373,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,065,243 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,636,877 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,588,237 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,279,839 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,636,877 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,588,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,636,877 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,588,237 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,636,877 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,588,237 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,636,877 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,640 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,588,237 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,588,237 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 550 SH AEP | P | 2018-12-13 | 2022-01-05 | $49,385 | $43,983 | $5,402 | $5,402 |
| 4692.59 SH FIDZX | P | 2020-03-05 | 2022-03-09 | $123,274 | $110,464 | $12,810 | $12,810 |
| 110 SH AAPL | P | 2014-01-02 | 2021-05-05 | $14,159 | $2,176 | $11,983 | $11,983 |
| 40 SH AAPL | P | 2013-06-14 | 2021-05-05 | $5,149 | $614 | $4,535 | $4,535 |
| 220 SH DFS | P | 2020-03-05 | 2021-05-05 | $25,713 | $14,365 | $11,348 | $11,348 |
| 497.512 SH FIDZX | P | 2020-03-05 | 2021-05-05 | $15,114 | $11,711 | $3,403 | $3,403 |
| 375 SH INTC | P | 2018-02-21 | 2021-10-21 | $20,900 | $17,527 | $3,373 | $3,373 |
| 47.5 SH OGN (MRK) | P | 2016-06-21 | 2021-06-08 | $1,381 | $1,100 | $281 | $281 |
| 1650 SH T | P | 2015-12-29 | 2021-05-18 | $48,704 | $49,738 | -$1,034 | -$1,034 |
| 169 SH VTRS | P | 2016-06-23 | 2021-05-18 | $2,702 | $1,386 | $1,316 | $1,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,263 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,212 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,212 | SubtotalAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Tax Due | $1,226 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYER GUTTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103210600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MAYER GUTTMAN | ||||||||
| 1 W PENNSYLVANIA AVE SUITE 900 | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MICHAEL WAXMAN | ||||||||
| 7920 NW 3RD PLACE | PLANTATION | FL | 33324 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,215,386 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $102,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $114,793 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,432,334 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,432,334 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,395,849 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $119,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $119,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,212 | TotalTaxAmt |
| Distributable Before Adj | $118,580 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $118,580 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $118,580 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $119,143 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $119,143 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $118,580 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,542 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $16,551 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,760 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,959 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $49,875 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $119,143 | QualifyingDistributionsAmt |
| Applied To Current Year | $118,580 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $563 | RemainingDistriFromCorpusAmt |
| Total Corpus | $50,438 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $46,375 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,542 | ExcessFromYear4Amt |
| Excess From Year3 | $16,551 | ExcessFromYear3Amt |
| Excess From Year2 | $2,760 | ExcessFromYear2Amt |
| Excess From Year1 | $23,959 | ExcessFromYear1Amt |
| Excess From Current Year | $563 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAS CONGREGATION | |||||||
| 2850 QUEBEC ST NW | WASH | DC | 20008 | NONE | EXEMPT | CHARITABLE | $13,000 |
| AGUDATH OF ISRAEL OF BALTIMORE | |||||||
| 6200 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $35,000 |
| BAIS YOSEF CHAIM | |||||||
| 3120 CLARKS LANE | BALTIMORE | MD | 21209 | NONE | EXEMPT | CHARITABLE | $1,000 |
| BIG CHILDRENS FOUNDATION INC | |||||||
| 2020 W MCNAB RD | FT LAUDERDALE | FL | 33319 | NONE | EXEMPT | CHARITABLE | $2,500 |
| BROWARD HEALTH FOUNDATION | |||||||
| 1201 S ANDREWS AVE | FT LAUDERDALE | FL | 33316 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CATHOLIC CHARITIES | |||||||
| 924 G ST NW | WASINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CENTRAL FLORIDA SPEECH | |||||||
| 3020 LAKELAND HIGHLANDS R | LAKELAND | FL | 33803 | NONE | EXEMPT | CHARITABLE | $2,500 |
| CHEDER TORAS ZEV | |||||||
| 1000 CROSS STREET | LAKEWODD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CONGREGATIOM ZICHRON BINYAMIN | |||||||
| 701 PRINCETON AVENUE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $7,643 |
| FEEDING SOUTH FLORIDA | |||||||
| 2501 SW 32ND TERR | PEMBROKE PARK | FL | 33023 | NONE | EXEMPT | CHARITABLE | $2,500 |
| HARLEM GROWN | |||||||
| 127 W 127TH ST | NY | NY | 10037 | NONE | EXEMPT | CHARITABLE | $2,500 |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST ST | LOS ANGELES | CA | 90058 | NONE | EXEMPT | CHARITABLE | $2,500 |
| ROANOKE FESTIVAL IN THE PARK | |||||||
| 541 LUCK AVE BOX 14 | ROANOKE | VA | 24016 | NONE | EXEMPT | CHARITABLE | $5,000 |
| SCLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DRIVE | DANVERS | MA | 01923 | NONE | EXEMPT | CHARITABLE | $2,500 |
| TALMUDICAL ACADEMY | |||||||
| 4445 OLD COURT ROAD | PIKESVILLE | MD | 21208 | NONE | EXEMPT | CHARITABLE | $5,000 |
| TEMPLE BETH EL OF BOCA RATON | |||||||
| 333 SOUTHWEST 4TH AVENUE | BOCA RATON | FL | 33432 | NONE | EXEMPT | CHARITABLE | $5,000 |
| TORAH ACADEMY FOR GIRLS | |||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | NONE | EXEMPT | CHARITABLE | $6,000 |
| TORAH INSTITUTE | |||||||
| 35 ROSEWOOD LANE | OWING MILLS | MD | 21117 | NONE | EXEMPT | CHARITABLE | $4,000 |
| UNIV OF MARYLAND LAW SCHOOL | |||||||
| 220 N ARCH ST 13TH FLOOR | BALTIMORE | MD | 21201 | NONE | EXEMPT | CHARITABLE | $2,500 |
| WEYMOUTH COUNCIL FOR THE HUNGRY | |||||||
| 1189 COMMERCIAL STREET | WEYMOUTH | MA | 02189 | NONE | EXEMPT | CHARITABLE | $2,500 |
| WOMEN ENCOURAGING EMPOWERMENT | |||||||
| 50 WALNUT AVE | REVERE | MA | 02151 | NONE | EXEMPT | CHARITABLE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $119,143 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $4,430 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $42,968 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $58,263 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUNDS-PRIOR YEAR TAXE | Desc |
| Related Or Exempt Function Incm | $2,367 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $108,028 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,028 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WAXMAN & WAXMAN - TAX PREP | CategoryTxt |
| Amt | $4,225 | Amt |
| Net Investment Income | $2,112 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $46,163 | $91,973 |
| AMERICAN ELECTRIC POWER | ||
| APPLE | $13,573 | $102,472 |
| AT&T | ||
| BERKSHIRE HATHAWAY CL B | $35,435 | $87,164 |
| CISCO SYSTEMS | $35,461 | $55,103 |
| COMCAST | $58,793 | $49,700 |
| DISCOVER | $32,648 | $56,230 |
| HOME DEPOT | $25,528 | $42,056 |
| INTEL | ||
| ISHARES TR PFD AND INC FD PFF | $61,916 | $54,999 |
| ISHARES TR 0-5 YR HIGH YIELD SHYG | $78,737 | $72,479 |
| ISHARES SELECT DIV FD DVY | $46,443 | $74,112 |
| ISHARES CORE S&P SMALL-CAP IJR | $44,869 | $59,652 |
| JOHNSON & JOHNSON | $30,925 | $57,747 |
| JPMORGAN CHASE | $39,287 | $59,680 |
| MCDONALDS | $42,687 | $58,553 |
| MEDTRONIC | $28,986 | $33,917 |
| MERCK | $21,965 | $42,128 |
| MICROSOFT | $21,092 | $97,132 |
| NEXTERA ENERGY | $43,430 | $68,179 |
| PEPSICO | $25,118 | $44,645 |
| PFIZER | $24,696 | $66,981 |
| PNC | $46,899 | $63,118 |
| INVESCO QQQ TR UNIT SER 1 | $61,680 | $125,300 |
| PROCTOR & GAMBLE | $26,651 | $56,193 |
| STARBUCKS | $46,811 | $45,530 |
| UNITED HEALTH | $61,110 | $83,911 |
| UNITED PARCEL | $41,799 | $69,292 |
| VERIZON | $45,746 | $56,949 |
| WALMART | $28,260 | $49,722 |
| VIATRIS | ||
| VISA | $47,533 | $53,282 |
| FIDELITY ADVISOR INT'L CAP APPREC FD | ||
| FIDELITY ADVISOR INV GRADE BOND | $55,000 | $47,076 |
| FIDELITY ADVISOR TOTAL BOND | $154,400 | $139,968 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVIN & GANN - LEGAL FEES | CategoryTxt |
| Legal Fees | $4,000 | LegalFeesAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INV'T ADVISORY FEES - FIDELIT | $11,294 | $5,647 |
| INV'T ADVISORY FEES - FIDELIT | $12,026 | $6,013 |
| IRS SERVICE CHARGE-EPMTS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IRS REFUNDS-PRIOR YEAR TAXES | Desc |
| Revenue And Expenses Per Books | $2,367 | RevenueAndExpensesPerBooksAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP YESHIVA STATEN ISLAND-3 NOTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $79,016 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $188 | $188 |
| IRS PAYMENTS | $787 |