HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION (EIN 23-2841007)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-08
- IRS object ID
- 202222209349100502
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-08T06:24:37-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232841007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD & ELAINE FRIEDLAND | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 2154969200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE FRIEDLAND | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2154969200 | PhoneNum |
| Signature | 2022-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELAINE | PersonFirstNm |
| Person Last | FRIEDLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DULA | PreparerPersonNm |
| PTIN | P00363714 | PTIN |
| Phone | 2154969200 | PhoneNum |
| Preparation | 2022-08-03 | 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 | 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 | $1,522,253 | 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 | $28,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,330 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,670 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,882 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $106,670 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $135,000 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,000 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $26,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,666 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,334 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $536 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,075 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $21,225 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,776 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,776 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,008 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,684 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $60,335 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $65,630 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $65,630 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,965 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $105,873 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $115,475 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,052 | CashBOYAmt |
| Cash EOY | $12,204 | CashEOYAmt |
| Cash EOYFMV | $12,204 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $16,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,833 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,833 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $421,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $468,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,006,386 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $339,722 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $309,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $476,213 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,617 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,617 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $811,133 | TotalAssetsBOYAmt |
| Total Assets EOY | $817,660 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,522,253 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,700 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $192 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $192 | 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 | $808,433 | RetainedEarningBOYAmt |
| Retained Earning EOY | $817,468 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $808,433 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $817,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $811,133 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $817,660 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $808,433 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $817,468 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $817,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD ACCT #2530 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-12-31 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $238,882 | GrossSalesPriceAmt |
| Cost Or Other Basis | $132,212 | CostOrOtherBasisAmt |
| Gain Or Loss | $106,670 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $106,670 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $106,670 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,605 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,605 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,605 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $698 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,198 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,593 | OverpaymentAmt |
| Applied To ES Tax | $2,593 | 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 | 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 | PA | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | FRIEDMAN LLP | IndividualWithBooksNm |
| Phone | 2154969200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST-SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | VICE PRESIDENT, SECRETARY & TREASURER | 1.00 | $16,000 | $0 | $0 |
| HAROLD J FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DENISE F COHEN | ||||||||
| 1903 LOMBARD STREET | PHILADELPHIA | PA | 191461410 | ASSISTANT VICE PRESIDENT | 15.00 | $10,000 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,413,712 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,656 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,456,368 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,456,368 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,846 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,434,522 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,726 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,726 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,605 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,605 | TotalTaxAmt |
| Distributable Before Adj | $70,121 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $70,121 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $70,121 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $105,873 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $105,873 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $70,121 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,623 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,526 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,790 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $57,231 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,140 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $204,310 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $105,873 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,121 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $35,752 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $240,062 | 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 | $36,623 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $203,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,526 | ExcessFromYear4Amt |
| Excess From Year3 | $60,790 | ExcessFromYear3Amt |
| Excess From Year2 | $57,231 | ExcessFromYear2Amt |
| Excess From Year1 | $8,140 | ExcessFromYear1Amt |
| Excess From Current Year | $35,752 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS DENISE COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 LOMBARD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191461410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156259396 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS SPECIFYING PURPOSE OF CONTRIBUTION REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF RITTENHOUSE SQUARE | ||||||||
| 201 S 18 ST UNIT 411 | PHILADELPHIA | PA | 19103 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO ADDRESS THE INCREASING GAP BETWEEN AVAILABLE CITY FUNDING AND THE MAINTENANCE NEEDS OF RITTENHOUSE SQUARE. | $100 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT THE SOLDIERS WHO PROTECT ISRAEL AND JEWS WORLDWIDE. | $100 | |
| HEREDITARY NEUROPATHY FOUNDATION INC | ||||||||
| 1641 3RD AVENUE 28K | NEW YORK | NY | 10128 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO FIND TREATMENTS AND A CURE FOR CHARCOT-MARIE-TOOTH DISEASE (CMT) AND RELATED HEREDITARY NEUROPATHIES WHILE PROVIDING SUPPORT AND EXTENSIVE INFORMATION FOR THOSE LIVING WITH CMT AND THEIR FAMILIES. HNF PROMOTES AND SUPPORTS INNOVATIVE THERAPEUTIC DRIVEN RESEARCH. | $300 | |
| ISRAEL TENNIS CENTER FOUNDATION | ||||||||
| 3275 WEST HILLSBORO BLVD STE 102 | DEERFIELD BEACH | FL | 33442 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO IMPROVE THE LIVES OF CHILDREN BY TEACHING LIFE SKILLS. | $40,000 | |
| JEWISH ADOPTION FOSTER CARE | ||||||||
| 4200 NORTH UNIVERSITY DRIVE | SUNRISE | FL | 33351 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO PROVIDE SERVICES TO ABUSED AND NEGLECTED CHILDREN IN SOUTH FLORIDA. | $5,400 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 33428 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO ADDRESS AND PLAN FOR THE CURRENT AND FUTURE NEEDS OF JEWISH PEOPLE AROUND THE WORLD. | $12,700 | |
| NEWTOWN TOWNSHIP PARKS AND RECREATION | ||||||||
| 100 MUNICIPAL DRIVE | NEWTOWN | PA | 18940 | N/A | NC | TO HELP FUND THE SCHOLARSHIP PROGRAM FOR THE TOWNSHIP'S SUMMER CAMP PROGRAM. | $250 | |
| PLAY FOR PINK INC | ||||||||
| 28 WEST 44TH STREET SUITE 609 | NEW YORK | NY | 10036 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT BREAST CANCER RESEARCH. | $150 | |
| THE PAP CORPS | ||||||||
| 1191 E NEWPORT CENTER DRIVE SUITE | DEERFIELD BEACH | FL | 33442 | N/A | PC | TO FURTHER SUPPORT THE ORGANIZATION'S MISSION TO SUPPORT CANCER RESEARCH. | $330 | 107 |
| FAMILIES BEHIND THE BADGE CHILDRENS FOUNDATION INC | ||||||||
| 555 E NORTH LANE SUITE 6060 | CONSHOHOCKEN | PA | 19428 | N/A | PC | TO PROVIDE FINANCIAL RELIEF FOR THE FAMILIES OF FALLEN OR CRITICALLY INJURED FIRST RESPONDERS (POLICE OFFICERS, FIREFIGHTERS, EMTS) AND CULTIVATING POSITIVE RELATIONSHIPS AND INTERACTIONS BETWEEN POLICE OFFICERS AND THE CHILDREN IN THE COMMUNITIES THEY SERVE. | $200 | |
| PENNSYLVANIA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 350 E ERIE AVE | PHILADELPHIA | PA | 19134 | N/A | PC | TO PROTECT ANIMALS, PREVENT ANIMAL CRUELTY AND IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ANIMALS IN PENNSYLVANIA. | $1,000 | |
| YOUNG MENS CHRISTIAN ASSOCIATION OF SOUTH PALM BEACH COUNTY INC | ||||||||
| 6631 PALMETTO CIR S | BOCA RATON | FL | 33433 | N/A | PC | TO PUT CHRISTIAN PRINCIPLES INTO PRACTICE THROUGH PROGRAMS THAT BUILD HEALTHY SPIRIT, MIND, AND BODY FOR ALL. | $100 | |
| AMERICAN HEART ASSOCIATION INC | ||||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | N/A | PC | TO SUPPORT THE MISSION OF ADVANCING CARDIOVASCULAR HEALTH FOR ALL, INCLUDING IDENTIFYING AND REMOVING BARRIERS TO HEALTH CARE ACCESS AND QUALITY. | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $65,630 | 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 | $28,330 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $106,670 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,000 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $28,300 | Amt |
| Net Investment Income | $7,075 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,225 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $468,091 | EOYBookValueAmt |
| EOYFMV | $1,006,386 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $309,915 | BookValueAmt |
| EOYFMV | $476,213 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $536 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $4,617 | EOYBookValueAmt |
| EOYFMV | $4,617 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $24 | $0 | $0 |
| PENALTIES | $7 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $900 | $192 |
| CREDIT CARD PAYABLE | $1,800 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,776 | Amt |
| Net Investment Income | $2,776 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $2,526 | $842 | $1,684 |
| FOREIGN TAXES | $166 | $166 | $0 |