THE RUTHMARC FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE RUTHMARC FOUNDATION INC (EIN 06-1580750)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-07-08
- IRS object ID
- 202501899349101465
- Schema version
- 2024v5.2
- 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
- Schedule B
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-08T15:07:13-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061580750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE RUTHMARC FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RUTH | BusinessNameControlTxt |
| Phone | 6096839477 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9349 COLLINS AVE UNIT 903 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331542699 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREW M OKUN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6096839477 | PhoneNum |
| Signature | 2025-07-08 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $880,716 | 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 | $321,483 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,721 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,721 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $321,025 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $259,141 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $352,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $290,862 | 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 |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $321 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,321 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $380,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $380,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $385,621 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $380,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$32,874 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $290,862 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $421,063 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $383,311 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $383,311 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $239,752 | CorporateStockBOYAmt |
| Corporate Stock EOY | $244,630 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $497,405 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $660,815 | TotalAssetsBOYAmt |
| Total Assets EOY | $627,941 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $880,716 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $660,815 | RetainedEarningBOYAmt |
| Retained Earning EOY | $627,941 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $660,815 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $627,941 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $660,815 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $627,941 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $660,815 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$32,874 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $627,941 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $627,941 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 600 SHS QQQ | PropertyDesc |
| Acquired | 2015-01-22 | AcquiredDt |
| Sold | 2024-12-18 | SoldDt |
| Gross Sales Price | $321,025 | GrossSalesPriceAmt |
| Cost Or Other Basis | $61,884 | CostOrOtherBasisAmt |
| Gain Or Loss | $259,141 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $259,141 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $259,141 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,043 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,043 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,043 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,017 | 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 | $3,017 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $30 | EsPenaltyAmt |
| Tax Due | $1,056 | 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 | DE | OrgReportOrRegisterStateCd |
| 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 | ANDREW M OKUN | IndividualWithBooksNm |
| Phone | 6096839477 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9349 COLLINS AVE UNIT 903 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331542699 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ANDREW M OKUN | ||||||||
| 9349 COLLINS AVE UNIT 903 | SURFSIDE | FL | 331542699 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| LAURIE R OKUN | ||||||||
| 9349 COLLINS AVE UNIT 903 | SURFSIDE | FL | 331542699 | VICE PRESIDENT/SECRETARY | 0.00 | $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 | $491,635 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $481,904 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $973,539 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $973,539 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $958,936 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,043 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,043 | TotalTaxAmt |
| Distributable Before Adj | $43,904 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,904 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,904 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $380,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $380,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,904 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $298,515 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $226,444 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $243,517 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $191,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $164,599 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,124,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $380,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $43,904 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $336,396 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,460,649 | 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 | $298,515 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,162,134 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $226,444 | ExcessFromYear4Amt |
| Excess From Year3 | $243,517 | ExcessFromYear3Amt |
| Excess From Year2 | $191,178 | ExcessFromYear2Amt |
| Excess From Year1 | $164,599 | ExcessFromYear1Amt |
| Excess From Current Year | $336,396 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANDREW M OKUN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACHIEVE MIAMI | |||||||
| 220 MIRACLE MILE - STE 236 | CORAL GABLES | FL | 33134 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $18,000 | |
| ACHIEVE MIAMI | |||||||
| 220 MIRACLE MILE - STE 236 | CORAL GABLES | FL | 33134 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $18,000 | |
| BROTHERS FOR LIFE | |||||||
| 1126 34TH AVENUE | SEATTLE | WA | 98122 | QUALIFIED RECIPIENT | INTERNATIONAL AID | $9,000 | |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTES AVE NW | WASHINGTON | DC | 20001 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $20,700 | |
| CLEVELAND CLINIC PHILANTHROPY INSTITUTE | |||||||
| PO BOX 931517 | CLEVELAND | OH | 44193 | QUALIFIED RECIPIENT | PUBLIC INTEREST | $36,000 | |
| INSTITUTE FOR JUSTICE | |||||||
| 1717 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20006 | QUALIFIED RECIPIENT | LIBERTARIAN PUBLIC INTEREST | $36,000 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD - ASCHER BLDG SUITE | MIAMI BEACH | FL | 33140 | QUALIFIED RECIPIENT | PUBLIC INTEREST | $25,000 | 100 |
| PRINCETON MEDICAL CENTER FND | |||||||
| 253 WITHERSPOON STREET | PRINCETON | NJ | 08540 | QUALIFIED RECIPIENT | PUBLIC INTEREST | $18,000 | |
| REASON FOUNDATION | |||||||
| 3415 SOUTH SEPULVEDA BLVD | LOS ANGELES | CA | 90034 | QUALIFIED RECIPIENT | LIBERTARIAN PUBLIC INTEREST | $30,600 | |
| SEEDS ACCESS | |||||||
| 303-304 WASHINGTON STREET | NEWARK | NJ | 07102 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $72,000 | |
| STUDENTS FOR LIBERTY | |||||||
| PO BOX 17321 | ARLINGTON | VA | 22216 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $12,600 | |
| UNIVERSITY OF MIAMI | |||||||
| 1120 NW 14TH STREET | MIAMI | FL | 33136 | QUALIFIED RECIPIENT | EDUCATIONAL ACTIVITIES | $25,000 | |
| UNIVERSITY OF MIAMI | |||||||
| 1120 NW 14TH STREET | MIAMI | FL | 33136 | QUALIFIED RECIPIENT | EDUCTIONAL ACTIVITIES | $59,400 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $380,300 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$457 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $31,264 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $31,264 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ANDREW M OKUN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9349 COLLINS AVE - UNIT 903 | AddressLine1Txt |
| City | SURFSIDE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $321,483 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 600 SHS INVESCO QQQ TRUST AT MID MARKET VALUE | NoncashPropertyDesc |
| Fair Market Value | $321,483 | FairMarketValueAmt |
| Received | 2024-12-17 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK HELD AT UBS | StockNm |
| EOY Book Value | $244,630 | EOYBookValueAmt |
| EOYFMV | $497,405 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPRRESENTATION FEES | $118 | $0 | $0 |
| FILING FEES | $203 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX PAID | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |