THE RAYMOND FRANKEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE RAYMOND FRANKEL FOUNDATION (EIN 13-3187074)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-27
- IRS object ID
- 201900869349100405
- Schema version
- 2018v3.1
- 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
- Applied To Prior Year Election
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-27T08:55:56-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 264777527 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TGM GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 BAY STREET BLDG A | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133187074 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANKEL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 4102005483 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6457 LANDING NECK ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BELINDA FRANKEL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8187760012 | PhoneNum |
| Signature | 2019-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CRAIG A WALTER | PreparerPersonNm |
| PTIN | P00008522 | PTIN |
| Phone | 4108224008 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.227.89.98 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-18 | IPDt |
| IP Tm | 13:24:43 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 21AC8DECB29F97DCA4B764D0B9ADEAE437211E8C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21AC8DECB29F97DCA4B764D0B9ADEAE437211E8C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | 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 | $29,602,657 | 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 | $17,909,177 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $507,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $507,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,986,557 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $50,270,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,986,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,710 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,710 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $21,405,024 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,495,847 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $223,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $120,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $103,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $22,273 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,273 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,061 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,061 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,183 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,746 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $276,437 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $273,042 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,395 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33,040 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $16,497 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,635 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,611 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,529 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,064 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,949 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $630,190 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $455,827 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $172,868 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,276,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,276,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,907,165 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $455,827 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,449,843 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $19,497,859 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,040,020 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $729,435 | CashBOYAmt |
| Cash EOY | $422,796 | CashEOYAmt |
| Cash EOYFMV | $422,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $418,285 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,285 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,259,929 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,279,634 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,777,716 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,542,100 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $12,353,632 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,702,200 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,740,463 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,000,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,150,262 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $49,117 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49,117 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,083,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,630,043 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,602,657 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $13,083,067 | RetainedEarningBOYAmt |
| Retained Earning EOY | $32,630,043 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,083,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $32,630,043 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,083,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $32,630,043 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,083,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $19,497,859 | ExcessRevenueOverExpensesAmt |
| Other Increases | $49,117 | OtherIncreasesAmt |
| Subtotal | $32,630,043 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $32,630,043 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SCHWAB BROKER ACCOUNTS | P | $509,849 | $432,571 | $77,278 | $77,278 |
| FIDELITY BROKER ACCOUNTS | P | $17,705,370 | $19,634,126 | -$1,928,756 | -$1,928,756 |
| FIDELITY BROKER ACCOUNTS | P | $31,963,636 | $27,121,606 | $4,842,030 | $4,842,030 |
| SCHWAB BROKER ACCOUNTS | P | $88,663 | $95,285 | -$6,622 | -$6,622 |
| CAPITAL GAINS DIVIDENDS | P | $2,627 | $2,627 | $2,627 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,986,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $647,466 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,248,357 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048871 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $669,937 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,487,174 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053650 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $284,021 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,230,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.023223 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $690,242 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,455,838 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $512,120 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,193,577 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045751 | DistributionYr5Rt |
| Total Distribution | 0.222792 | TotalDistributionRt |
| Average Distribution | 0.044558 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,025,979 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,248,782 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $30,400 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,279,182 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,449,843 | 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 | $30,400 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $30,400 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $30,400 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,035 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,035 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $23 | EsPenaltyAmt |
| Tax Due | $22,388 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BELINDA FRANKEL | IndividualWithBooksNm |
| Phone | 4102005483 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6457 LANDING NECK ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (5 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BELINDA FRANKEL | |||||||||||
| 6457 LANDING NECK ROAD | EASTON | MD | 21601 | TRUSTEE | 20.00 | $120,000 | $0 | $0 | |||
| JON YOUNGER | |||||||||||
| 11908 RIVERIA PLACE NE | SEATTLE | WA | 98125 | TREASURER | 4.00 | $0 | $0 | $0 | |||
| ALLAN MYER | |||||||||||
| 1 OLD ORCHARD RD | NORTH HAVEN | CT | 06473 | TRUSTEE | 20.00 | $103,000 | $0 | $0 | |||
| DR JONATHAN GERSHONI | |||||||||||
| DIRECTOR | 4.00 | $0 | $0 | $0 | 16 TSAMAROT STREET APT 52 | HERZLIYA | IS | ||||
| MAXINE FRANKEL | |||||||||||
| 1115 MORAGA DRIVE | LOS ANGELES | CA | 90049 | DIRECTOR | 4.00 | $0 | $0 | $0 | |||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| BELINDA FRANKEL | ||||||||
| 6457 LANDING NECK ROAD | EASTON | MD | 21601 | TRUSTEE | 20.00 | $120,000 | $0 | $0 |
| ALLAN MYER | ||||||||
| 1 OLD ORCHARD RD | NORTH HAVEN | CT | 06473 | TRUSTEE | 20.00 | $103,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RMB CAPITAL MANAGEMENT LLC | |||||
| 115 S LASALLE ST 34TH FL | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT | $272,226 |
| PROSKAUER ROSE LLP | |||||
| 2029 CENTURY PARK EAST STE 2400 | LOS ANGELES | CA | 90067 | LEGAL | $12,477 |
| LAW OFFICES OF MARC C ROSENBERG | |||||
| 21550 OXNARD ST STE 630 | WOODLAND HILLS | CA | 91367 | ACCOUNTING | $7,183 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $28,287,344 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,427 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,452,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,452,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $426,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,025,979 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,401,299 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,401,299 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $30,400 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $30,400 | TotalTaxAmt |
| Distributable Before Adj | $1,370,899 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,370,899 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,370,899 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,449,843 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,449,843 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $30,400 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,419,443 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,370,899 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Total For Prior Years | $5,480 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,449,843 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $5,480 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,370,899 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,464 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,464 | 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 | $73,464 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $73,464 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE FRANKEL FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6457 LANDING NECK ROAD | AddressLine1Txt |
| City | EASTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4102005483 | RecipientPhoneNum |
| Form And Info And Materials | INTERVIEW PROCESS, DOCUMENTATION REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | BOARD OF DIRECTORS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF IDI | ||||||||||
| 1266 WEST PACES FERRY ROAD 615 | ATLANTA | GA | 30327 | N/A | TO EDUCATE REGARDING ISRAELI ISSUES | $100,000 | ||||
| AMERICAN FRIENDS TEL AVIV UNIV | ||||||||||
| 11766 WILSHIRE BLVD SUITE 1110 | LOS ANGELES | CA | 90025 | N/A | ADVANCEMENT OF EDUCATION | $55,000 | ||||
| AVALON FOUNDATION | ||||||||||
| 40 E DOVER STREET | EASTON | MD | 21601 | N/A | FOR THE EDUCATION & ADVANCEMENT OF THE ARTS | $5,000 | ||||
| CHESAPEAKE BAY FOUNDATION | ||||||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | N/A | TO EDUCATE REGARDING THE ENVIRONMENT | $10,000 | ||||
| CROWN CENTER BRANDEIS UNIVERSITY | ||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | N/A | EDUCATION FOR THE MIDDLE EAST | $270,775 | ||||
| MIT | ||||||||||
| 1 AMHERST STREET E40-491 | CAMBRIDGE | MA | 02139 | N/A | SPECIALIZED EDUCATION FOR GOVERNMENT | $57,300 | ||||
| NEW HAVEN BALLET | ||||||||||
| 70 AUDOBON STREET | NEW HAVEN | CT | 06510 | N/A | EDUCATION, ADVACEMENT OF THE ARTS | $5,000 | ||||
| PATH | ||||||||||
| 600 CALIFORNIA ST 14TH FL | SAN FRANCISCO | CA | 94108 | N/A | TO IMPROVE THE HEALTH OF PEOPLE AROUND THE WORLD | $35,000 | ||||
| PLANNED PARENTHOOD | ||||||||||
| PO BOX 3641 | SEATTLE | WA | 981243641 | N/A | ADVANCEMENT OF GLOBAL HEALTH | $2,000 | ||||
| PROGRAM OF GOVERNMENT OVERSITE | ||||||||||
| 1100 G STREET NW SUITE 500 | WASHINGTON | DC | 20005 | N/A | TO PROMOTE GOVERNMENT ACCOUNTABILITY | $60,000 | ||||
| STAND WITH US | ||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | N/A | COMBAT ANTI-SEMITISM | $1,000 | ||||
| TEMPLE B'NAI ISREAL | ||||||||||
| 7199 TRISTAN DRIVE | EASTON | MD | 21601 | N/A | EDUCATE & ADVANCEMENT OF JUDAISM | $10,000 | ||||
| TEMPLE BETH SHALOM | ||||||||||
| 1809 WHITNEY AVENUE | HAMDEN | CT | 06517 | N/A | TO EDUCATE & THE ADVANCEMENT OF JUDAISM | $2,500 | ||||
| THE COUNTRY SCHOOL | ||||||||||
| 716 GOLDSBOROUGH STREET | EASTON | MD | 21601 | N/A | ADVANCEMENT OF EDUCATION | $3,000 | ||||
| THE ISRAEL PROJECT | ||||||||||
| 1901 PENNSYLVANIA AVENUE | WASHINGTON | DC | 20006 | N/A | TO EDUCATE WORLD LEADERS REGARDING ISRAELI ISSUES | $130,000 | ||||
| BRIDGING THE GAP AMERICAN UNIVERSITY | ||||||||||
| 4400 MASSACHUSETTS AVE NW SIS-332 | WASHINGTON | DC | 20016 | N/A | EDUCATION & ADVANCEMENT OF NATIONAL SECURITY | $100,000 | ||||
| AMERICAN ACADEMY OF ARTS AND SCIENCE | ||||||||||
| 136 IRVING STREET | CAMBRIDGE | MA | 02138 | N/A | TO CREATE DIALOGUE BETWEEN NUCLEAR PLAYERS | $100,000 | ||||
| SCOPE UNIVERSTIY OF WASHINGTON | ||||||||||
| BOX 359931 325 NINTH AVE | SEATTLE | WA | 98104 | N/A | ADVANCEMENT OF NEWBORN & INFANT HEALTH | $125,000 | ||||
| US FRIENDS OF ELNET | ||||||||||
| 641 LEXINGTON AVE 17TH FL | NEW YORK | NY | 10022 | N/A | TO EDUCATE EUROPEAN LEADERS ON ECONOMIC RELATIONS AND INNOVATION | $55,400 | ||||
| FUENTE LATINA | ||||||||||
| 1125 N 125 ST SUITE 300-3 | NORTH MIAMI | FL | 33161 | N/A | TO DISTRIBUTE PRO-ISRAEL COMMUNICATIONS TO SPANISH SPEAKERS | $23,000 | ||||
| CREATIVE COMMUNITY FOR PEACE | ||||||||||
| 500 SEVENTH AVE 8TH FL | NEW YORK | NY | 10018 | N/A | COMBAT ANTI-SEMITISM IN THE ENTERTAINMENT INDUSTRY | $30,000 | ||||
| IMPACT-SE | ||||||||||
| N/A | COMBAT ANTI-SEMITISM | $25,000 | SUITE 15 BELGIUM HOUSE GIVANT RAM | CAMPUS | JERUSALEM | IS | ||||
| PAIDEIA US | ||||||||||
| 570 LEXINGTON AVE SUITE 1600 | NEW YORK | NY | 10022 | N/A | TO EDUCATE & THE ADVANCEMENT OF JUDAISM | $10,000 | ||||
| PLANNED PARENTHOOD OF THE GREAT NORTHWEST AND HAWAIIAN ISLANDS | ||||||||||
| 2001 E MADISON ST | SEATTLE | WA | 98122 | N/A | ADVANCEMENT OF HEALTH | $10,000 | ||||
| CAPE VERDE JEWISH HERITAGE PROJECT | ||||||||||
| 400 MASSACHUSETTS AVE NW SUITE 812 | WASHINGTON | DC | 20001 | N/A | TO HONOR THE MEMORY OF SEPHARDIC JEWS FROM CAPE VERDE | $2,500 | ||||
| ISRAEL LEADERSHIP INSTITUE | ||||||||||
| 190 STANBERY AVENUE | COLUMBUS | OH | 43209 | N/A | TO BRING HIGH VALUE LEADERSHIP TRAINING TO YOUNG ISRAELIS | $5,000 | ||||
| KLINE GALLAND HOSPICE | ||||||||||
| 7500 SEWARD PARK AVE S | SEATTLE | WA | 98118 | N/A | TO PROVIDE MEDICAL SUPPORT TO THE SEATTLE COMMUNITY | $20,000 | ||||
| HEBREW IMMIGRANT AID SOCIETY | ||||||||||
| 1300 SPRING ST SUITE 500 | SILVER SPRING | MD | 20910 | N/A | TO PROVIDE SUPPORT TO ALL REFUGEES | $2,000 | ||||
| THE TALBOT FREE LIBRARY | ||||||||||
| 100 W DOVER STREET | EASTON | MD | 21601 | N/A | ADVANCEMENT OF EDUCATION & LITERACY | $5,000 | ||||
| THE JED FOUNDATION | ||||||||||
| 6 E 39TH ST SUITE 1204 | NEW YORK | NY | 10016 | N/A | TO EDUCATE AND THE ADVANCEMENT OF MENTAL HEALTH | $5,000 | ||||
| MID SHORE PRO BONO INC | ||||||||||
| 8 S DOVER STREET | EASTON | MD | 21601 | N/A | TO ENSURE EQUAL ACCESS TO CIVIL LEGAL HELP | $2,500 | ||||
| CHESAPEAKE MULTICULTRURAL RESOURCE CENTER | ||||||||||
| 20 BAY STREET | EASTON | MD | 21601 | N/A | TO INCREASE COMMUNITY ENGAGEMENT | $2,500 | ||||
| WOMENS AND GIRLS FUND OF THE MID SHORE | ||||||||||
| 102 E DOVER STREET 2ND FLOOR | EASTON | MD | 21601 | N/A | TO IMPROVE THE LIVES OF WOMEN & GIRLS | $5,000 | ||||
| VETERANS PARK CONSERVANCY | ||||||||||
| 11661 SAND VINCENTE BLVD 204 | LOS ANGELES | CA | 90049 | N/A | PRESERVATION OF VETERANS AFFAIRS PROPERTY | $2,500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,276,975 | 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 | $507,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,710 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,986,557 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,494,137 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,710 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,495,847 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 7 | LineNumberTxt |
| Relationship Statement | INVESTMENT SETTLEMENTS | RelationshipStatementTxt |
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 | $7,183 | Amt |
| Net Investment Income | $5,746 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,437 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO DISTRIBUTE THE UNDISTRIBUTED INCOME FOR PRIOR YEAR FROM CURRENT YEAR DISTRIBUTIONS. | ElectionDesc |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,702,200 | EOYBookValueAmt |
| EOYFMV | $4,740,463 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE EQUITIES AND MUTUAL FUNDS | StockNm |
| EOY Book Value | $17,777,716 | EOYBookValueAmt |
| EOYFMV | $15,542,100 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,259,929 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,279,634 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HEDGE FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $7,000,000 | BookValueAmt |
| EOYFMV | $6,150,262 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $12,477 | $0 | $12,477 |
| COMPUTER EXPENSES | $584 | $0 | $584 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED INTEREST RECEIVABLE | Desc |
| EOY Book Value | $49,117 | EOYBookValueAmt |
| EOYFMV | $49,117 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP DUES | $850 | $0 | $850 |
| SUPPLIES & POSTAGE | $349 | $0 | $349 |
| BANK FEES | $115 | $115 | $0 |
| NY TAXES | $750 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $1,710 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,710 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,710 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCURED INTEREST RECEIVABLE EOY | Desc |
| Amt | $49,117 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OUTSIDE CONTRACTOR FEES | $2,700 | $0 | $2,700 |
| PAYROLL PROCESSING | $1,511 | $816 | $695 |
| INVESTMENT BROKER FEES | $272,226 | $272,226 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND FRANKEL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1115 MORAGA DRIVE | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90049 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $35,863 | $19,366 | $16,497 |
| OTHER TAXES FOREIGN ON INCOME | $13,674 | $13,674 | $0 |