LASDON FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LASDON FAMILY FOUNDATION (EIN 23-7380362)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-17
- IRS object ID
- 202233219349100408
- Schema version
- 2021v4.1
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-17T09:26:26-08:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 462072528 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT G GRAY CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 NORTH MAIN STREET | AddressLine1Txt |
| City | PEARL RIVER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10965 | 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 | 237380362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LASDON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LASD | BusinessNameControlTxt |
| Phone | 9548881787 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COCONUT PALM TERRACE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BONNIE ELETZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 9548881787 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BONNIE | PersonFirstNm |
| Person Last | ELETZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT G GRAY | PreparerPersonNm |
| PTIN | P01381946 | PTIN |
| Phone | 8457353535 | PhoneNum |
| Preparation | 2022-11-15 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $25,492,196 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $445,663 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $445,663 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $445,663 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $627,845 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,545,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $627,845 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $71,401 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,073,508 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,073,508 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $517,064 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $3,762 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,881 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $1,881 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,881 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $75,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $37,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $37,500 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $37,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,500 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,500 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,625 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,625 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,625 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $203,896 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $101,949 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $101,949 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $101,947 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $297,283 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $151,455 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $151,455 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $145,828 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $597,933 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $557,933 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $895,216 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $151,455 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $151,455 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $703,761 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $922,053 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $365,609 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $386,876 | CashBOYAmt |
| Cash EOY | $255,647 | CashEOYAmt |
| Cash EOYFMV | $255,647 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $485,078 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $566,815 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $566,815 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $6,547,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,485,452 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $19,436,606 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,766,113 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,056,243 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,986,618 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $203,746 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $203,746 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $209,310 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $37,200 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,200 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,200 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,426,811 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,605,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,492,196 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $13,426,811 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,605,103 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,426,811 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,605,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,426,811 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,605,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,426,811 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,292 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,605,103 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,605,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN - VARIOUS (SHORT TERM) | P | 2021-12-31 | $952,106 | $0 | $880,705 | $71,401 | $0 | $0 | $0 | $71,401 |
| NEUBERGER BERMAN - VARIOUS (LONG TERM) | P | 2021-12-31 | $3,593,747 | $0 | $3,037,303 | $556,444 | $0 | $0 | $0 | $556,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $627,845 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $71,401 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,817 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,817 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,867 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $25,367 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$25,367 | OriginalReturnOverpaymentAmt |
| Overpayment | $12,550 | OverpaymentAmt |
| Applied To ES Tax | $12,550 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 9548881787 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COCONUT PALM TERRACE | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| BONNIE ELETZ | ||||||||
| 500 COCNUT PALM TERRACE | PLANTATION | FL | 33324 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| CATHY SELIGMAN | ||||||||
| 12001 PICCADILLY PLACE | DAVIE | FL | 33325 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROBERT G GRAY CPA PC | |||||
| 12 NORTH MAIN STREET | PEARL RIVER | NY | 10965 | ACCOUNTING / TAX | $75,000 |
| NEUBERGER BERMAN | |||||
| AVE OF THE AMERICAS | NEW YORK | NY | 10021 | INVESTMENT ADVISORY | $188,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,879,889 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $847,209 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $37,200 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,764,298 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $23,764,298 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,407,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,170,392 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,170,392 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,817 | TotalTaxAmt |
| Distributable Before Adj | $1,157,575 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,157,575 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,157,575 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $703,761 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $703,761 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,157,575 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,825,919 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $638,733 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,394,923 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,251,747 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $522,795 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,634,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $703,761 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $703,761 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $1,157,575 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $1,157,575 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,180,303 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $668,344 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,511,959 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $638,733 | ExcessFromYear4Amt |
| Excess From Year3 | $1,394,923 | ExcessFromYear3Amt |
| Excess From Year2 | $2,251,747 | ExcessFromYear2Amt |
| Excess From Year1 | $522,795 | ExcessFromYear1Amt |
| Excess From Current Year | $703,761 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BONNIE ELETZ CO FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 COCONUT PALM TERRACE | AddressLine1Txt |
| City | FORT LAUDERDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9548881787 | RecipientPhoneNum |
| Form And Info And Materials | CURRENT FINANCIAL STATEMENTS; PURPOSE OF FUNDS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE # 2 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CASH APPROPRIATIONS | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL | GrantOrContributionPurposeTxt |
| Amt | $597,933 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $597,933 | 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 |
| Related Or Exempt Function Incm | $445,663 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $627,845 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,073,508 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,073,508 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERT G. GRAY, CPA, P.C. ACCOUNTING / TAX | CategoryTxt |
| Amt | $75,000 | Amt |
| Net Investment Income | $37,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $37,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $37,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN - VARIOUS (SHORT TERM) | Purchased | 2021-12 | $952,106 | $880,705 | $71,401 |
| NEUBERGER BERMAN - VARIOUS (LONG TERM) | Purchased | 2021-12 | $3,593,747 | $3,037,303 | $556,444 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED SCHEDULE # 1 | BondNm |
| EOY Book Value | $5,056,243 | EOYBookValueAmt |
| EOYFMV | $4,986,618 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE # 1 - EQUITIES | StockNm |
| EOY Book Value | $7,485,452 | EOYBookValueAmt |
| EOYFMV | $19,436,606 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | GOVERNMENT, AGENCY & MUNICIPAL BONDS | CategoryOrItemTxt |
| Book Value | $203,746 | BookValueAmt |
| EOYFMV | $209,310 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAUL, WEISS, RIFKIND LEGAL | CategoryTxt |
| Legal Fees | $3,762 | LegalFeesAmt |
| Net Investment Income | $1,881 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,881 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,881 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ARTWORK | Desc |
| BOY Book Value | $37,200 | BOYBookValueAmt |
| EOY Book Value | $37,200 | EOYBookValueAmt |
| EOYFMV | $37,200 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $750 | $375 | $375 | $375 |
| INVESTMENT ADVISORY FEES | $188,363 | $94,182 | $94,182 | $94,181 |
| OFFICE EXPENSES | $14,783 | $7,392 | $7,392 | $7,391 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DESANTIS CONSULTING CONSULTING | CategoryTxt |
| Amt | $9,000 | Amt |
| Net Investment Income | $4,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,500 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,500 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXCISE TAXES | $0 | $0 | $0 | $0 |
| FOREIGN INCOME TAX | $5,625 | $5,625 | $5,625 | $0 |