DONALD D ROGERS FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- DONALD D ROGERS FOUNDATION INC (EIN 04-3663738)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-05-28
- IRS object ID
- 202111489349100901
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-28T15:48:07-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650691589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAXMAN & WAXMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7465 NW 4TH STREET | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 043663738 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD D ROGERS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DONA | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAYER GUTTMAN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4103210600 | PhoneNum |
| Signature | 2021-05-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MAYER | PersonFirstNm |
| Person Last | GUTTMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WAXMAN | PreparerPersonNm |
| PTIN | P01348367 | PTIN |
| Phone | 9544394495 | PhoneNum |
| Preparation | 2021-05-28 | PreparationDt |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,456,490 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,652 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,652 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,737 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,737 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $208,173 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,830 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $72,219 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $72,219 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,270 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $635 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,215 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,108 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,795 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $143 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $20,491 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,191 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,771 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $167,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $132,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,752 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $56,642 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,573 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,285 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $176,146 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $200,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $176,146 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $176,146 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,447,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,425,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,245,059 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,732,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,636,877 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,456,490 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,732,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,636,877 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,732,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,636,877 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,732,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,636,877 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,732,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,752 | ExcessRevenueOverExpensesAmt |
| Other Increases | $180 | OtherIncreasesAmt |
| Subtotal | $1,636,877 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,636,877 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 60 SH AAPL | P | 2013-06-14 | 2020-07-21 | $23,469 | $3,686 | $19,783 | $19,783 |
| 400 SH DIS | P | 2019-03-14 | 2020-07-13 | $46,694 | $45,724 | $970 | $970 |
| 1425 SH PFF I SHARESPFD & INC | P | 2018-10-18 | 2020-07-21 | $50,643 | $52,053 | -$1,410 | -$1,410 |
| 0.368 VTRS/PFIZER SPIN CASH IN LIEU | P | 2010-11-11 | 2002-11-22 | $6 | $3 | $3 | $3 |
| 1150 SH INVESCO BULLET 2025 CB | P | 2020-04-27 | 2021-03-03 | $25,589 | $24,633 | $956 | $956 |
| 1150 SH INVESCO BULLET 2024 CB | P | 2020-04-27 | 2021-03-03 | $25,596 | $24,632 | $964 | $964 |
| 1500 SH INVESCO BULLET 2022 HY | P | 2019-05-22 | 2021-03-12 | $34,804 | $36,612 | -$1,808 | -$1,808 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,830 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,920 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $787 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $787 | SubtotalAmt |
| Tax Based On Investment Income | $787 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,613 | OverpaymentAmt |
| Applied To ES Tax | $1,613 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYER GUTTMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4103210600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 W PENNSYLVANIA AVE SUITE 900 | AddressLine1Txt |
| City | TOWSON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MAYER GUTTMAN | ||||||||
| 1 W PENNSYLVANIA AVE SUITE 900 | TOWSON | MD | 21204 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| MICHAEL WAXMAN | ||||||||
| 7465 NW 4TH ST | PLANTATION | FL | 33317 | DIRECTOR | 1.00 | $2,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,151,508 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $62,251 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,213,759 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,213,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,180,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $787 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $787 | TotalTaxAmt |
| Distributable Before Adj | $108,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $108,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $108,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $132,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $132,200 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $132,200 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $108,241 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,439 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,063 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,542 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,551 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,760 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,355 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $132,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $108,241 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,959 | RemainingDistriFromCorpusAmt |
| Total Corpus | $53,314 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,439 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $49,875 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,063 | ExcessFromYear4Amt |
| Excess From Year3 | $2,542 | ExcessFromYear3Amt |
| Excess From Year2 | $16,551 | ExcessFromYear2Amt |
| Excess From Year1 | $2,760 | ExcessFromYear1Amt |
| Excess From Current Year | $23,959 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDAH OF ISRAEL OF BALTIMORE | |||||||
| 6200 PARK HEIGHTS AVENUE | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $12,000 |
| CONGREGATIOM ZICHRON BINYAMIN | |||||||
| 701 PRINCETON AVENUE | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $9,000 |
| BAIS MEDRASH GEVOHA | |||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | EXEMPT | CHARITABLE | $5,000 |
| HADASSAH | |||||||
| 1325 S CONGRESS AVE209 | BOYNTON BEACH | FL | 33426 | NONE | EXEMPT | CHARITABLE | $2,000 |
| SCLERODERMA FOUNDATION | |||||||
| 300 ROSEWOOD DRIVE | DANVERS | MA | 01923 | NONE | EXEMPT | CHARITABLE | $2,500 |
| TEMPLE BETH EL OF BOCA RATON | |||||||
| 333 SOUTHWEST 4TH AVENUE | BOCA RATON | FL | 33432 | NONE | EXEMPT | CHARITABLE | $4,000 |
| WEYMOUTH COUNCIL FOR THE HUNGRY | |||||||
| 1189 COMMERCIAL STREET | WEYMOUTH | MA | 02189 | NONE | EXEMPT | CHARITABLE | $1,000 |
| YESHIVA DORCAI TORAH | |||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | NONE | EXEMPT | CHARITABLE | $6,000 |
| CATHOLIC CHARITIES | |||||||
| 924 G ST NW | WASINGTON | DC | 20001 | NONE | EXEMPT | CHARITABLE | $4,000 |
| ADAS CONGREGATION | |||||||
| 2850 QUEBEC ST NW | WASH | DC | 20008 | NONE | EXEMPT | CHARITABLE | $22,200 |
| UNIV OF MARYLAND BALT FOUNDATION | |||||||
| 220 N ARCH ST 14TH FLOOR | BALTIMORE | MD | 21201 | NONE | EXEMPT | CHARITABLE | $5,000 |
| SHEARITH ISRAEL CONGREGATION | |||||||
| 2 W 70TH ST | NY | NY | 10023 | NONE | EXEMPT | CHARITABLE | $12,000 |
| TORAH ACADEMY FOR GIRLS | |||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ARUGAS HABOSEM | |||||||
| 3509 CLARKS LN | BALTIMORE | MD | 21215 | NONE | EXEMPT | CHARITABLE | $2,500 |
| BROWARD THEATER OF PERFORMING ARTS | |||||||
| 201 SW 5TH AVE | FT LAUDERDALE | FL | 33312 | NONE | EXEMPT | CHARITABLE | $6,000 |
| BROWARD HEALTH FOUNDATION | |||||||
| 1201 S ANDREWS AVE | FT LAUDERDALE | FL | 33316 | NONE | EXEMPT | CHARITABLE | $5,000 |
| CITY HARVEST | |||||||
| 6 E 32ND ST | NY | NY | 10016 | NONE | EXEMPT | CHARITABLE | $2,500 |
| PALM BEACH COUNTY FOOD BANK | |||||||
| 701 BOUTWELL RD | LAKE WORTH | FL | 33461 | NONE | EXEMPT | CHARITABLE | $2,500 |
| SAN ANTONIO FOOD BANK | |||||||
| 5200 ENRIQUE M BARRERA P | SAN ANTONIO | TX | 78227 | NONE | EXEMPT | CHARITABLE | $1,500 |
| COMFORT ZONE CAMP | |||||||
| 6606 W BROAD ST 401 | RICHMOND | VA | 23230 | NONE | EXEMPT | CHARITABLE | $2,000 |
| INTERNATIONAL RESCUECOMMITTEE | |||||||
| 122 E 42ND ST | NY | NY | 10168 | NONE | EXEMPT | CHARITABLE | $5,000 |
| ABILITY 360 | |||||||
| 5025 E WASHINGTON AVE | PHOENIX | AZ | 85034 | NONE | EXEMPT | CHARITABLE | $5,000 |
| BIG CHILDREN | |||||||
| 2020 W MCNAB RD | FT LAUDERDALE | FL | 33319 | NONE | EXEMPT | CHARITABLE | $2,000 |
| CPS CARES | |||||||
| 205 E ORANGE ST | LAKELAND | FL | 33801 | NONE | EXEMPT | CHARITABLE | $2,000 |
| YOUNG SISTERS | |||||||
| 48 EVERETT ST 2 | LAWRENCE | MA | 01843 | NONE | EXEMPT | CHARITABLE | $3,000 |
| CENTRAL FLORIDA SPEECH | |||||||
| 3020 LAKELAND HIGHLANDS R | LAKELAND | FL | 33803 | NONE | EXEMPT | CHARITABLE | $2,000 |
| NER ISRAEL | |||||||
| 400 MT WILSON LN | PIKESVILLE | MD | 21208 | NONE | EXEMPT | CHARITABLE | $1,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,652 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $45,737 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $20,830 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,219 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $72,219 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | WAXMAN & WAXMAN - TAX PREP | CategoryTxt |
| Amt | $4,215 | Amt |
| Net Investment Income | $2,108 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPHABET | $46,163 | $96,405 |
| AMERICAN ELECTRIC POWER | $43,983 | $48,790 |
| APPLE | $16,363 | $105,168 |
| AT&T | $49,738 | $51,826 |
| BERKSHIRE HATHAWAY CL B | $35,435 | $74,236 |
| CHEVRON | ||
| CISCO SYSTEMS | $35,461 | $57,274 |
| DISCOVER | $47,012 | $82,080 |
| DISNEY | ||
| HOME DEPOT | $25,528 | $45,314 |
| INTEL | $17,527 | $21,574 |
| INVESCO 2022 HY BSJM | ||
| INVESCO 2024 CORP BOND FD BSCO | ||
| INVESCO 2025 CORP BOND FD BSCP | ||
| ISHARES CORE 1-5 YR USD BOND ISTB | ||
| ISHARES EDGE MSCI MIN VOL EAFE EFAV | ||
| ISHARES EDGE MSCI MIN VOL EMERG EEMV | ||
| ISHARES TR INT'L SEL DIV ETF DVY | ||
| ISHARES TR PFD AND INC FD PFF | $46,494 | $47,214 |
| ISHARES TR 0-5 YR HIGH YIELD SHYG | $56,887 | $55,437 |
| ISHARES SELECT DIV FD DVY | $46,443 | $70,968 |
| ISHARES CORE S&P SMALL-CAP IJR | $44,869 | $66,324 |
| JOHNSON & JOHNSON | $30,925 | $52,074 |
| JPMORGAN CHASE | $39,287 | $76,905 |
| MCDONALDS | $42,687 | $55,479 |
| MEDTRONIC | $28,986 | $42,549 |
| MERCK | $23,065 | $35,387 |
| MICROSOFT | $21,092 | $88,263 |
| NEXTERA ENERGY | $43,430 | $74,410 |
| PEPSICO | $25,118 | $37,482 |
| PFIZER | $24,696 | $52,757 |
| PNC | $46,899 | $71,041 |
| INVESCO QQQ TR UNIT SER 1 | $61,680 | $135,196 |
| PROCTOR & GAMBLE | $26,651 | $46,697 |
| STARBUCKS | $46,811 | $69,839 |
| 3M COMPANY | ||
| UNITED HEALTH | $30,917 | $39,880 |
| UNITED PARCEL | $41,799 | $78,486 |
| VERIZON | $45,746 | $71,082 |
| WALMART | $28,260 | $45,471 |
| WELLS FARGO | ||
| VIATRIS | $1,386 | $2,248 |
| VISA | $47,533 | $58,390 |
| FIDELITY ADVISOR INT'L CAP APPREC FD | $122,175 | $158,714 |
| FIDELITY ADVISOR INV GRADE BOND | $55,000 | $52,002 |
| FIDELITY ADVISOR TOTAL BOND | $79,400 | $78,097 |
| FIDELITY CONVERTIBLE SEC FD FCVSX | ||
| FIDELITY MID CAP VAL FUND | ||
| FIDELITY S&P SMALL CAP |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEVIN & GANN - LEGAL FEES | CategoryTxt |
| Legal Fees | $1,270 | LegalFeesAmt |
| Net Investment Income | $635 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INV'T ADVISORY FEES - FIDELIT | $9,532 | $4,766 |
| INV'T ADVISORY FEES - FIDELIT | $10,850 | $5,425 |
| IRS SERVICE CHARGE-EPMTS | $109 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECONCILE DIFFERENCE BOOK/TAX SEC COST | Desc |
| Amt | $180 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAMP YESHIVA STATEN ISLAND-3 NOTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $176,146 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $143 | $143 |
| IRS PAYMENTS | $4,652 |