ANN AND ARI DESHE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ANN AND ARI DESHE FOUNDATION (EIN 31-1499050)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349104449
- Schema version
- 2020v4.1
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T17:22:58-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522370901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARY ROEPCKE MULCHAEY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO MIRANOVA PLACE SUITE 600 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311499050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN AND ARI DESHE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANNA | BusinessNameControlTxt |
| Phone | 6143407700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD NO 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANN S DESHE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6143407700 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ANN | PersonFirstNm |
| Person Last | DESHE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHELSEA WILLIAMS | PreparerPersonNm |
| PTIN | P01227472 | PTIN |
| Phone | 6144863600 | PhoneNum |
| Preparation | 2021-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | $8,029,300 | 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 | $1,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $120,983 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,983 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $44,028 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,711,770 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $44,028 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $166,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $166,382 | 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 |
| Accounting Fees Rev And Expnss | $3,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,423 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,423 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,776 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,776 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $464 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $41,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,597,399 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,597,399 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,639,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,597,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,472,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $146,183 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $580,495 | CashBOYAmt |
| Cash EOY | $434,687 | CashEOYAmt |
| Cash EOYFMV | $434,687 | CashEOYFMVAmt |
| Rcvbl From Officers BOY | $8,180 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $8,280 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $8,280 | RcvblFromOfficersEOYFMVAmt |
| Prepaid Expenses BOY | $6,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,750 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,750 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $6,428,709 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,000,729 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,566,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $15,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $15,000 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,038,384 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,463,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,029,300 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $209,548 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $107,540 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $209,548 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,540 | 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 | $6,828,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,355,906 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,828,836 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,355,906 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,038,384 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,463,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,828,836 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,472,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,355,906 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,355,906 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML 04053-SEE ATTACHED | P | 2019-01-01 | 2020-12-31 | $274,883 | $75,320 | $199,563 | $199,563 |
| ML 02195-SEE ATTACHED | P | 2019-01-01 | 2020-12-31 | $14,654 | $4,428 | $10,226 | $10,226 |
| ML 02195-SEE ATTACHED | P | 2019-01-01 | 2020-12-31 | $463,053 | $547,695 | -$84,642 | -$84,642 |
| ML 02195-SEE ATTACHED | P | 2019-01-01 | 2020-12-31 | $1,956,812 | $2,040,299 | -$83,487 | -$83,487 |
| ML 02195 CAPITAL GAIN DISTRIBUTION | P | 2019-01-01 | 2020-12-31 | $2,368 | $2,368 | $2,368 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $44,028 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,032 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,032 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,032 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,492 | 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 | $15,492 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,460 | OverpaymentAmt |
| Applied To ES Tax | $13,460 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | ARI DESHE | IndividualWithBooksNm |
| Phone | 6143407700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20801 BISCAYNE BLVD 431 | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | 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 |
|---|---|---|---|---|---|---|---|---|
| ANN DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ARI DESHE | ||||||||
| 10201 COLLINS AVE APT 1702 | BAY HARBOUR | FL | 33154 | VICE-PRESIDENT | 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 | $6,875,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,368,233 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,243,478 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,243,478 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $123,652 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,119,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $405,991 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $405,991 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,032 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,032 | TotalTaxAmt |
| Distributable Before Adj | $403,959 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $403,959 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $403,959 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,597,399 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,597,399 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,597,399 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $403,959 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,184,385 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $243,739 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $562,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $146,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $979,333 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,116,524 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,597,399 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $403,959 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,193,440 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,309,964 | 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 | $1,184,385 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,125,579 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $243,739 | ExcessFromYear4Amt |
| Excess From Year3 | $562,398 | ExcessFromYear3Amt |
| Excess From Year2 | $146,669 | ExcessFromYear2Amt |
| Excess From Year1 | $979,333 | ExcessFromYear1Amt |
| Excess From Current Year | $1,193,440 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANN DESHE | ContributingManagerNm |
| Contributing Manager | ARI DESHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (46 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION AGUDA ACHIM | |||||||
| 2767 E BROAD ST | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $12,600 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200,000 |
| AMERICAN TRANSPLANT FOUNDATION | |||||||
| 600 17TH ST SUITE 2515 SOUTH | DENVER | CO | 80202 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| EDUCATION THROUGH MUSIC | |||||||
| 122 E 42ND ST ST 1501 | NEW YORK | NY | 10168 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| FRIENDSHIP CIRCLE OF ILLINOIS | |||||||
| 2095 LANDWEHR RD | NORTHBROOK | IL | 60062 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| HAROV ASSOCIATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $11,866 |
| AVENTURA TURNBERRY JEWISH CENTER | |||||||
| 20400 NE 30TH AVE | AVENTURA | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $50,375 |
| BUTTERFLY CHILDREN | |||||||
| 1729 W LARK DR | CHANDLER | AZ | 85286 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| CHABAD CENTER AT UNIVERSITY OF COLORADO | |||||||
| 909 14TH STREET | BOULDER | CO | 80302 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| LIFETIME COLUMBUS CHABAD HOUSE | |||||||
| 6220 E DUBLIN GRANVILLE RD | NEW ALBANY | OH | 43054 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| MIAMI DADE FOUNDATION | |||||||
| 300 NE 2ND AVE 1423 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,045 |
| CHABAD JEWISH COMMUNITY CENTER-GOLSHIM L'CHIAM | |||||||
| 435 WEST MAIN STREET | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $18,000 |
| THE CLEVELAND CLINIC | |||||||
| 9500 EUCLID AVE | CLEVELAND | OH | 44195 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| CHRON'S & COLITIS FOUNDATION | |||||||
| 733 THIRD AVE SUITE 510 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $180 |
| COLORADO ACADEMY | |||||||
| 30800 S PIERCE ST | DENVER | CO | 80235 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| COLORADO PUBLIC RADIO | |||||||
| 23 GEARY ST 10TH FLOOR | SAN FRANCISCO | CA | 94108 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| BELIEVE IN A CURE | |||||||
| 151 HERRICKS RDSUITE 204 | NEW HYDE PARK | NY | 11040 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| COLUMBUS JEWISH HISTORICAL SOCIETY | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | 501(C)3 | GENERAL OPERATING FUND | $200 |
| CHILDREN'S HOSPITAL COLORADO | |||||||
| 13123 E 16TH AVE | AURORA | CO | 80045 | NONE | 501(C)3 | GENERAL OPERATING FUND | $360 |
| DENVER JEWISH DAY SCHOOL | |||||||
| 2450 S WABASH STREET | DENVER | CO | 80231 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,800 |
| EB RESEARCH PARTNERSHIP | |||||||
| 132 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,005,000 |
| GOLSHIM L'CHAIM SKI TO LIVE | |||||||
| 435 W MAIN ST | ASPEN | CO | 81611 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| THE AFFM EXPERIENCE | |||||||
| 1671 COLLINS AVENUE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $534 |
| FRIENDS OF IDF | |||||||
| 2040 NE 163RD STREET SUITE 207 | MIAMI BEACH | FL | 33162 | NONE | 501(C)3 | GENERAL OPERATING FUND | $9,600 |
| GRALAND COUNTY DAY SCHOOL | |||||||
| 55 CLERMONT ST | DENVER | CO | 80220 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,500 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)3 | GENERAL OPERATING FUND | $217,393 |
| HADASSH KEEPERS OF THE GATE | |||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| UNIVERSITY OF WISCONSIN | |||||||
| 1848 UNIVERSITY AVE | MADISON | WI | 53726 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| INSIDE THE ORCHESTRA | |||||||
| 10255 E 25TH AVE SUITE 12 | AURORA | CO | 80010 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| JAFCO | |||||||
| 120 BROADWAY | NEW YORK | NY | 10271 | NONE | 501(C)3 | GENERAL OPERATING FUND | $3,600 |
| UNIVERSITY OF ALABAMA ALUMNI ASSOCIATION | |||||||
| 224 PAUL W BRYANT DR | TUSCALOOSA | AL | 35401 | NONE | 501(C)3 | GENERAL OPERATING FUND | $140 |
| THE FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING | |||||||
| 520 8TH AVE 4TH FLOOR | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| JEWISH COLORADO | |||||||
| 300 S DAHILIA ST | DENVER | CO | 80246 | NONE | 501(C)3 | GENERAL OPERATING FUND | $5,000 |
| PAYPAL CHARITABLE GIVING FUND | |||||||
| 1250 I STREET NW | WASHINGTON | DC | 20005 | NONE | 501(C)3 | GENERAL OPERATING FUND | $100 |
| JEWISH FAMILY SERVICES-DENVER | |||||||
| 6555 WEST MAPLE ROAD-WEST | BLOOMFIELD | MI | 48322 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| KENT DENVER SCHOOL | |||||||
| 4000 E QUINCY AVE | ENGLEWOOD | CO | 80113 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| KESHER CHAI SOCIETY | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,000 |
| KOMEN RACE FOR THE CURE | |||||||
| 246 WEST 38TH STREET SUITE 503 | NEW YORK | NY | 10018 | NONE | 501(C)3 | GENERAL OPERATING FUND | $520 |
| LITTLE LIGHTHOUSE FOUNDATION | |||||||
| 100 NORTH BISCAYNE BLVD STE 1607 | MIAMI | FL | 33132 | NONE | 501(C)3 | GENERAL OPERATING FUND | $6,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | |||||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C)3 | GENERAL OPERATING FUND | $10,000 |
| MUSEUM OF CONTEMPORARY ART | |||||||
| PO BOX 8929 | CORAL SPRINGS | FL | 33075 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,259 |
| PRINCETON UNIVERSITY | |||||||
| 40 PROSPECT AVENUE | PRINCETON | NJ | 08540 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| RADY CHILDRENS HOSPITAL | |||||||
| 3020 CHILDRENS WAY | SAN DIEGO | CA | 92123 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,000 |
| RICK'S CENTER AT DU - ENHANCEMENT FUND | |||||||
| 2040 S YORK ST | DENVER | CO | 80210 | NONE | 501(C)3 | GENERAL OPERATING FUND | $1,500 |
| TEMPLE EMANUEL | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)3 | GENERAL OPERATING FUND | $2,667 |
| THE RIVER FUND | |||||||
| 8911 LEFFERTS BLVD | JAMAICA | NY | 11418 | NONE | 501(C)3 | GENERAL OPERATING FUND | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,597,399 | 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 | $1,371 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120,983 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $44,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $166,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $166,382 | 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 | TAX RETURN PREPARATION FEES | CategoryTxt |
| Amt | $3,050 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION | IdentifierTxt |
| Form And Line Reference | PART VII-A 8B | FormAndLineReferenceDesc |
| Medium Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NON-PROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." THIS FORM HAS BEEN PROPERLY FILED.THE ACCOUNTING FEES OF $3,050 ARE FOR THE PREPARATION OF FORM 990-PF. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | INVESTMENT - ISRAEL BONDS | BondNm |
| EOY Book Value | $15,000 | EOYBookValueAmt |
| EOYFMV | $15,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - CORPORATE STOCK | $331,259 | $2,071,598 |
| INVESTMENT - MUTUAL FUNDS | $4,669,470 | $5,494,985 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEES | Desc |
| Revenue And Expenses Per Books | $200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH | CategoryTxt |
| Amt | $16,423 | Amt |
| Net Investment Income | $16,423 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX - MERRILL LYNCH | $3,776 | $3,776 | $0 |
| FEDERAL EXCISE TAX | $18,000 | $0 | $0 |