HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION (EIN 23-2841007)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-12
- IRS object ID
- 202032569349100103
- Schema version
- 2019v5.1
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-12T12:50:35-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131610809 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232841007 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD & ELAINE FRIEDLAND | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARO | BusinessNameControlTxt |
| Phone | 2154969200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET NO 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELAINE FRIEDLAND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154969200 | PhoneNum |
| Signature | 2020-08-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY DULA | PreparerPersonNm |
| PTIN | P00363714 | PTIN |
| Phone | 2154969200 | PhoneNum |
| Preparation | 2020-08-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 207.195.235.9 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 08:58:55 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8B95AC9A003F024702B02CEAEBAC0DEE01E5A5AE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,333,082 | 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 |
| Dividends Rev And Expnss | $33,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $33,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $186,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,838 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $48,424 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $48,424 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $27,661 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,220 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $18,441 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $733 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $147 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $293 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,119 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,792 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $31,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $70,903 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $70,903 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $114,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,792 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $101,937 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,632 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,761 | CashBOYAmt |
| Cash EOY | $20,465 | CashEOYAmt |
| Cash EOYFMV | $20,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,375 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,653 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,653 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $481,091 | CorporateStockBOYAmt |
| Corporate Stock EOY | $408,685 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $742,785 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $422,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $427,742 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $543,179 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $946,781 | TotalAssetsBOYAmt |
| Total Assets EOY | $883,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,333,082 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $105 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,467 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $105 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,467 | 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 | $946,676 | RetainedEarningBOYAmt |
| Retained Earning EOY | $881,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $946,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $881,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $946,781 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $883,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $946,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,598 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $881,078 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $881,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD TRUST | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2018-12-31 | AcquiredDt |
| Sold | 2019-12-31 | SoldDt |
| Gross Sales Price | $186,053 | GrossSalesPriceAmt |
| Cost Or Other Basis | $171,215 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,838 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,838 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,838 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $122,262 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,277,517 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.095703 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $107,693 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,359,587 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.079210 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,356 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,324,061 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076549 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $121,050 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,434,819 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.084366 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $69,719 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,537,734 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045339 | DistributionYr5Rt |
| Total Distribution | 0.381167 | TotalDistributionRt |
| Average Distribution | 0.076233 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $901,436 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $68,719 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $366 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $69,085 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $101,937 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $366 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $366 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,240 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,240 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $874 | OverpaymentAmt |
| Applied To ES Tax | $874 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | FRIEDMAN LLP | IndividualWithBooksNm |
| Phone | 2154969200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST-SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ELAINE FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HAROLD J FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DENISE F COHEN | ||||||||
| 1903 LOMBARD STREET | PHILADELPHIA | PA | 191461410 | TRUSTEE/FOUNDATION MANAGER | 15.00 | $10,000 | $17,661 | $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) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $870,036 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,127 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $915,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $915,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,727 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $901,436 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $45,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $45,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $366 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $366 | TotalTaxAmt |
| Distributable Before Adj | $44,706 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $44,706 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $44,706 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $101,937 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $101,937 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $366 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $101,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $44,706 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $19,454 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,623 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $41,526 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $60,790 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $158,393 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $101,937 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $44,706 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,231 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $215,624 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $215,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,454 | ExcessFromYear4Amt |
| Excess From Year3 | $36,623 | ExcessFromYear3Amt |
| Excess From Year2 | $41,526 | ExcessFromYear2Amt |
| Excess From Year1 | $60,790 | ExcessFromYear1Amt |
| Excess From Current Year | $57,231 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MRS DENISE COHEN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 LOMBARD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191461410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156259396 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATIONS SPECIFYING PURPOSE OF CONTRIBUTION REQUESTED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | ||||||||
| 135 SOUTH BRYN MAWR AVENUE SUITE | 110 | BRYN MAWR | PA | 19010 | N/A | PC | IMPROVING THE QUALITY OF LIFE OF JEWISH AND NON-JEWISH SENIORS. | $1,000 |
| ADOLPH & ROSE LEVIS JEWISH COMMUNITY CENTER | ||||||||
| 9801 DONNA KLEIN BOULDEVARD | BOCA RATON | FL | 33428 | N/A | PC | PROMOTE AND ENHANCE JEWISH CULTURE, HERITAGE AND VALUES THROUGH EUCATIONAL, SPIRITUAL, SOCIAL, WELLNESS AND RECREATIONAL PROGRAMS | $100 | |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 3300 PGA BLVD SUITE 970 | PALM BEACH GARDENS | FL | 33410 | N/A | PC | TO SUPPORT ISRAEL'S EMERGENCY MEDICAL RESPONDERS FOR THE STATE'S 8 MILLIONS PEOPLE | $1,800 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | HEART HEALTHCARE AND RESEARCH | $5,850 | |
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||||
| 34TH AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE BEST PEDIATRIC HOSPITAL IN THE UNITED STATES | $2,250 | |
| CURTIS INSTITUTE OF MUSIC | ||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | N/A | PC | TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED YOUNG MUSICIANS | $1,000 | |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | DIABETES RESEARCH & PREVENTION. | $250 | |
| HYDROCEPHALUS ASSOCIATION | ||||||||
| 4340 EAST WEST HIGHWAY 905 | BETHESDA | MD | 208144447 | N/A | PC | TO ELIMINATE HYDROCEPHALUS | $1,600 | |
| ISRAEL TENNIS CENTER FOUNDATION | ||||||||
| 3275 WEST HILLSBORO BLVD STE 102 | DEERFIELD BEACH | FL | 33442 | N/A | PC | TO IMPROVE THE LIVES OF CHILDREN BY TEACHING LIFE SKILLS | $10,000 | |
| JEWISH ADOPTION FOSTER CARE | ||||||||
| 4200 NORTH UNIVERSITY DRIVE | SUNRISE | FL | 33351 | N/A | PC | TO PROVIDE SERVICES TO ABUSED AND NEGLECTED CHILDREN IN SOUTH FLORIDA | $10,425 | |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | ||||||||
| 9901 DONNA KLEIN BLVD | BOCA RATON | FL | 334281788 | N/A | PC | ADDRESSING AND PLANNING FOR THE CURRENT AND FUTURE NEEDS OF JEWISH PEOPLE AROUND THE WORLD | $17,300 | |
| RUTH AND NORMAN RALES JEWISH FAMILY SERVICES | ||||||||
| 21300 RUTH AND BARON COL | BOCA RATON | FL | 33428 | N/A | PC | TO PROVIDE PROGRAMS AND SERVICES INCLUDING FOOD, FINANCIAL ASSISTANCE, VOLUNTEERING, SENIOR SERVICESM COUNSELING, AND CAREER AND EMPLOYMENT SERVICES. | $1,100 | |
| TEMPLE ANSHEI SHALOM | ||||||||
| 7099 WEST ATLANTIC AVENUE | DELRAY BEACH | FL | 33446 | N/A | PC | ACTIVE ADULT CONGREGATION | $500 | |
| THE PAP CORPS | ||||||||
| 1191 E NEWPORT CENTER DRIVE SUITE | 107 | DEERFIELD BEACH | FL | 33442 | N/A | PC | CANCER RESEARCH | $1,800 |
| UNITE FOR HER | ||||||||
| 127 EAST CHESTNUT STREET | WEST CHESTER | PA | 19380 | N/A | PC | BRIDGE THE GAP BETWEEN MEDICAL AND WELLNESS COMMUNITIES BY FUNDING AND DELIVERING COMPLEMENTARY THERAPIES THAT SUPPORT THE PHYSICAL AND EMOTIONAL NEEDS OF THOSE WITH BREAST CANCER DURING TREATMENT AND BEYOND. | $3,825 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | N/A | PC | SUPPORT FOR THE SOLDIERS WHO PROTECT ISRAEL AND JEWS WORLDWIDE. | $2,175 | |
| JEFFERSON HEALTH-NORTHEAST FOUNDATION | ||||||||
| 2780 BRISTOL PIKE | BENSALEM | PA | 19020 | N/A | PC | CANCER RESEARCH | $1,500 | |
| PENNSYLVANIA SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | ||||||||
| 350 E ERIE AVE | PHILADELPHIA | PA | 19134 | N/A | PC | PROTECT ANIMALS, PREVENT ANIMAL CRUELTY AND IMPROVE THE HEALTH AND QUALITY OF LIFE FOR ANIMALS IN PENNSYLVANIA | $2,700 | |
| PHILADELPHIA CHILDREN'S ALLIANCE | ||||||||
| 300 E HUNTING PARK AVENUE | PHILADELPHIA | PA | 19124 | N/A | PC | HEALING AND JUSTICE FOR CHILD SEXUAL ABUSE VICTIMS IN PHILADELPHIA | $2,300 | |
| PHILLY FIGHTS CANCER | ||||||||
| PO BOX 1927 | BLUE BELL | PA | 19422 | N/A | PC | CANCER RESEARCH | $1,000 | |
| PLAY FOR PINK INC | ||||||||
| 175 EAST 74TH STREET 17B | NEW YORK | NY | 10021 | N/A | PC | BREAST CANCER RESEARCH | $150 | |
| UNC LINEBERGER | ||||||||
| 101 MANNING DRIVE | CHAPEL HILL | NC | 27514 | N/A | PC | CANCER RESEARCH | $200 | |
| SISTERHOOD OF TORAH ORH | ||||||||
| 575 MIDDLE NECK ROAD | GREAT NECK | NY | 11023 | N/A | PC | YOUTH PROGRAM | $200 | |
| LIVING BEYOND BREAST CANCER | ||||||||
| 40 MONUMENT ROAD - SUITE 104 | BALA CYNWYD | PA | 19004 | N/A | PC | CANCER RESEARCH | $500 | |
| FRIENDS OF RITTENHOUSE SQUARE | ||||||||
| 210 WEST RITTENHOUSE SQUARE PO BOX | 1308 | PHILADELPHIA | PA | 19103 | N/A | PC | TO ADDRESS THE INCREASING GAP BETWEEN AVAILABLE CITY FUNDING AND THE MAINTENANCE NEEDS OF RITTENHOUSE SQUARE. | $1,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $70,903 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $33,586 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $48,424 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $48,424 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,300 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,300 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $408,685 | EOYBookValueAmt |
| EOYFMV | $742,785 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $427,742 | BookValueAmt |
| EOYFMV | $543,179 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $22 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $22 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $105 | BOYBookValueAmt |
| EOY Book Value | $2,467 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,403 | Amt |
| Net Investment Income | $2,403 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $293 | $0 | $0 |
| PAYROLL TAXES | $440 | $147 | $293 |