MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-08-15
- IRS object ID
- 202242279349100519
- Schema version
- 2020v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-15T10:52:09-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650406502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DASZKAL BOLTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2401 NW BOCA RATON BLVD | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334316639 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271815293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC J LEDER FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5613940550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE NO 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARC J LEDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5613940550 | PhoneNum |
| Signature | 2022-08-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARC | PersonFirstNm |
| Person Last | LEDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RACHEL V GARBER | PreparerPersonNm |
| PTIN | P01629387 | PTIN |
| Phone | 5613671040 | PhoneNum |
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 | 2020 | 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 | $34,786,096 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $36 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,332,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,332,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $687,442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,538,906 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $687,442 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,989 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,989 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,026,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,026,117 | 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 |
| Legal Fees Rev And Expnss | $433 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $433 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,993 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,496 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,496 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $193,755 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $193,707 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $48 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $209,181 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $201,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,977 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,320,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,320,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,529,931 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $201,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,328,727 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $496,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,824,914 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,946 | CashBOYAmt |
| Cash EOY | $160,354 | CashEOYAmt |
| Cash EOYFMV | $160,354 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $468,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $219,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $219,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,035,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,213,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,213,453 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $20,590,818 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,193,140 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,193,140 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $26,195,595 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,786,096 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,786,096 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $500,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $500,000 | 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 | $26,195,595 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,286,096 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,195,595 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,286,096 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,195,595 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,786,096 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,195,595 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $496,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,594,315 | OtherIncreasesAmt |
| Subtotal | $34,286,096 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,286,096 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $4,102,698 | $3,773,307 | $329,391 | $329,391 |
| PUBLICLY TRADED SECURITIES | $3,436,208 | $3,078,157 | $358,051 | $358,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $687,442 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,709 | 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 | $21,709 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,657 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | BENJAMIN ENGSTROM | IndividualWithBooksNm |
| Phone | 5613940550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE STE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KEVIN J CALHOUN | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/SECRETARY | 1.00 | $0 | $0 | $0 |
| MARC J LEDER | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| RODGER R KROUSE | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 450 | BOCA RATON | FL | 33486 | DIRECTOR/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,978,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,211,099 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,193,140 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,382,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,382,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $545,744 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,837,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,791,861 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,791,861 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,366 | TotalTaxAmt |
| Distributable Before Adj | $1,766,495 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,766,495 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,766,495 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,328,727 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,328,727 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,328,727 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,766,495 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $471,295 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $618,271 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $710,160 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $174,475 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $221,363 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,195,564 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,328,727 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,328,727 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $437,768 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $437,768 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,757,796 | 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 | $33,527 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,724,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $618,271 | ExcessFromYear4Amt |
| Excess From Year3 | $710,160 | ExcessFromYear3Amt |
| Excess From Year2 | $174,475 | ExcessFromYear2Amt |
| Excess From Year1 | $221,363 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC J LEDER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CITY HARVEST INC | ||||||
| 6 EAST 32ND STREET 5TH FLOOR | NEW YORK | NY | 10016 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,250 |
| DIA CENTER FOR THE ARTS INC | ||||||
| 535 WEST 22ND STREET 6TH FLOOR | NEW YORK | NY | 10011 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $50,000 |
| FEDERAL ENFORCEMENT HOMELAND SECURITY FND | ||||||
| 110 E 59TH STREET 22ND FLOOR | NEW YORK | NY | 10022 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| GABRIELLE'S ANGEL FOUNDATION | ||||||
| 142 W 57TH STREET 11TH FLOOR | NEW YORK | NY | 10019 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| GEORGE SNOW SCHOLARSHIP FUND | ||||||
| 201 PLAZA REAL SUITE 260 | BOCA RATON | FL | 33432 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| JONSSON CANCER CENER FOUNDATION | ||||||
| 8-950 FACTOR BLDG BOX 951780 | LOS ANGELES | CA | 90095 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,000 |
| MUDDY PAWS RESCUE | ||||||
| 28-21 46TH STREET 1FL | LONG ISLAND CITY | NY | 11103 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $2,500 |
| NATIONAL POLICE DEFENSE FOUNDATION | ||||||
| 21 KILMER DRIVE BLDG 2 SUITE F | MORGANVILLE | NJ | 07751 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,000 |
| OPERATION UNDERGROUND RAILROAD | ||||||
| 138 E 12300 S SUITE C-149 | DRAPER | UT | 84020 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| PROSTATE CANCER FOUNDATION | ||||||
| 1250 4TH STREET | SANTA MONCIA | CA | 90401 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $1,000 |
| PS1 CONTEMPORARY ART CENTER | ||||||
| 22-25 JACKSON AVENUE | LONG ISLAND CITY | NY | 11101 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | ||||||
| 420 LEXINGTON AVE 825 | NEW YORK | NY | 10170 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $100,000 |
| SUN CAPITAL PARTNERS FOUNDATION | ||||||
| 5200 TOWN CENTER CIRCLE SUITE 470 | BOCA RATON | FL | 33486 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $400,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 2929 WALNUT STREET STE 300 | PHILADELPHIA | PA | 19104 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $610,000 |
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||
| 3322 WEST END AVENUE SUITE 900 | NASHVILLE | TN | 37203 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $5,000 |
| YEAR UP | ||||||
| PO BOX 412812 | BOSTON | MA | 02241 | 501(C)(3) | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,320,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,332,650 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,989 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $687,442 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,026,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,026,117 | 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 | $14,993 | Amt |
| Net Investment Income | $7,496 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,496 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN CAPITAL PARTNERS FOUNDATION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE SUITE 470 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-01-07 | GrantDt |
| Grant | $400,000 | GrantAmt |
| Purpose Of Grant | TO FUND THE CHARITABLE PURPOSE OF THE ORGANIZATION. | PurposeOfGrantTxt |
| Results Of Verification | MARC J. LEDER FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | US TRUST ACCOUNT #5831 | StockNm |
| EOY Book Value | $5,213,453 | EOYBookValueAmt |
| EOYFMV | $5,213,453 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MAXIM INCOME OPPORTUNITY II | FMV | $3,500,000 | $3,500,000 |
| SR INVESTORS BOND #2 LLC | FMV | $500,000 | $500,000 |
| THIRD POINT STRUCTURED CREDIT OPPORTUNITY OFFSHORE FUND, LP | FMV | $3,649,430 | $3,649,430 |
| THOROFARE ASSET BASED LENDING FUND V, LP | FMV | $5,005,149 | $5,005,149 |
| CAOTUE GROWTH FUND IV LP | FMV | $10,603,771 | $10,603,771 |
| FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B) LP | FMV | $337,557 | $337,557 |
| PRF FUND I | FMV | $2,060,276 | $2,060,276 |
| SIXTH STREET SPECIALTY LENDING EUROPE II (USD FEEDER), LP | FMV | $500,766 | $500,766 |
| TIGER GLOBAL | FMV | $3,036,191 | $3,036,191 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $433 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $433 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND | $28 | $28 | $28 |
| K-1 - SIXTH STREET SPECIALITY LENDING EUROPE II | $5,961 | $5,961 | $5,961 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED GAINS/LOSSES | Desc |
| Amt | $7,594,315 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LINE OF CREDIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $500,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (10 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $894 | $894 | $0 |
| INVESTMENT MANAGEMENT FEES | $29,548 | $29,548 | $0 |
| INTEREST EXPENSE | $1,246 | $1,246 | $0 |
| POSTAGE AND DELIVERY | $48 | $0 | $48 |
| K-1 - COATUE GROWTH FUND IV LP | $125,774 | $125,774 | $0 |
| K-1 - FORTRESS CREDIT OPPORTUNITIES FUND | $1,097 | $1,097 | $0 |
| K-1 - MAXIM INCOME OPPORTUNITY FUND II LP | $11,611 | $11,611 | $0 |
| K-1 - SIXTH STREET SPECIALITY LENDING EUROPE II | $8,596 | $8,596 | $0 |
| K-1 - SR INVESTORS BOND #2 LLC | $7,000 | $7,000 | $0 |
| THOROFARE ASSET BASED LENDING FUND V, LP | $7,941 | $7,941 | $0 |