RAYMOND & Z VALEERE SASS FAMILY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RAYMOND & Z VALEERE SASS FAMILY FOUNDATION INC (EIN 65-1014883)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-03-19
- IRS object ID
- 201910789349100001
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-19T08:52:09-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521231901 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GORFINE SCHILLER & GARDYN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 | 651014883 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND & Z VALEERE SASS FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAYM | BusinessNameControlTxt |
| Phone | 4103565900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7580 REGENCY LAKES DRIVE NO E501 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33433 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVE SASS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4103565900 | PhoneNum |
| Signature | 2019-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BERNARD LEIBTAG CPA | PreparerPersonNm |
| PTIN | P00224112 | PTIN |
| Phone | 4103565900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.67.46.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-02-12 | IPDt |
| IP Tm | 12:05:34 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 09C53279D4678C505EDCFA0F715CAD5F292E6BB4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B1B15276BEEEC8397B6D15F66E13AD3CCF72B210 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $57,712 | 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 | $1,112 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,112 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,112 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $600 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $67 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $67 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,867 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $667 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,975 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,975 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,842 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $667 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,975 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,730 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $445 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,046 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $15,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,328 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $18,591 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $40,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,338 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $58,995 | TotalAssetsBOYAmt |
| Total Assets EOY | $60,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $57,712 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $1,261 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,261 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $59,018 | CapitalStockBOYAmt |
| Capital Stock EOY | $59,012 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$23 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$23 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,995 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $58,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,995 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $60,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,995 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,730 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,724 | OtherIncreasesAmt |
| Subtotal | $58,989 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $58,989 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,844 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $68,427 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041563 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,281 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $67,795 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.033646 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $65,037 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043667 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,078 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $73,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,553 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $62,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041056 | DistributionYr5Rt |
| Total Distribution | 0.202076 | TotalDistributionRt |
| Average Distribution | 0.040415 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $70,057 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,831 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,835 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,975 | 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 | $4 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GORFINE SCHILLER GARDYN PA | IndividualWithBooksNm |
| Phone | 4103565900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10045 RED RUN BLVD SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Z VALEERE SASS | ||||||||
| 7580 REGENCY LAKES DRIVE E501 | BOCA RATON | FL | 33433 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN M SASS | ||||||||
| 11 STABLEMERE COURT | BALTIMORE | MD | 21209 | VICE PRESIDENT | 1.00 | $200 | $0 | $0 |
| MS RONEE SASS | ||||||||
| 2119 MALCOLM ROAD | LOS ANGELES | CA | 90025 | SECRETARY | 1.00 | $200 | $0 | $0 |
| GERALD BROTMAN | ||||||||
| 7 BEECH TREE COURT | TIMONIUM | MD | 21093 | DIRECTOR | 1.00 | $200 | $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 | $71,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $71,124 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $71,124 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,067 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $70,057 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,503 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,503 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4 | TotalTaxAmt |
| Distributable Before Adj | $3,499 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,499 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,499 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,975 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,975 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,971 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,499 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,789 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,975 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,789 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,313 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Z VALEERE SASS | ContributingManagerNm |
| Contributing Manager | STEVEN M SASS | ContributingManagerNm |
| Contributing Manager | MS RONEE SASS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FRIENDS OF IDF | |||||||
| 350 FIFTH AVENUE SUITE 2011 | NEW YORK | NY | 10118 | NONE | OTHER PUBLIC CHARITY | PROVDING ASSISTANCE TO VICTIMS OF TERROR IN ISRAEL. | $400 |
| WILMER EYE CLINIC | |||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | NONE | OTHER PUBLIC CHARITY | FOR MEDICAL RESEARCHFOR MEDICAL REASEARCH | $400 |
| JOHNS HOPKINS CANCER CENTER | |||||||
| 600 N WOLFE STREET | BALTIMORE | MD | 21287 | NONE | OTHER PUBLIC CHARITY | FOR MEDICAL REASEARCH | $1,000 |
| SIMON WIESENTHAL CENTER | |||||||
| 1399 SOUTH ROXBURY | LOS ANGELES | CA | 90035 | NONE | OTHER PUBLIC CHARITY | JEWISH HUMAN RIGHTS | $150 |
| ZIONIST ORGANIZTION OF AMERICA | |||||||
| 633 THIRD AVENUE SUITE 31-B | NEW YORK | NY | 10017 | NONE | OTHER PUBLIC CHARITY | JEWISH HUMAN RIGHTS | $215 |
| THE ISRAEL PROJECT | |||||||
| PO BOX 27999 | WASHINGTON | DC | 27999 | NONE | OTHER PUBLIC CHARITY | JEWISH HUMAN RIGHTS | $150 |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | OTHER PUBLIC CHARITY | JEWISH EDUCATION AND HISTORY | $200 |
| ISRAEL TREES | |||||||
| PO BOX 241 | CEDARHURST | NY | 11516 | NONE | OTHER PUBLIC CHARITY | JEWISH AGRIGCULTURAL PROMOTION AND EDUCATION | $160 |
| AMERICAN FRIENDS OF UNITED HATZALAH | |||||||
| 208 E 51ST ST | NEW YORK | NY | 10022 | NONE | OTHER PUBLIC CHARITY | WORLDWIDE ASSISTANCE TO VICTIMS OF TERROR AND NATURAL DISASTERS | $200 |
| AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS | |||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | OTHER PUBLIC CHARITY | PREVENTION OF CRUELTY TO ANIMALS | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,975 | 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 | $1,112 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,112 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,112 | 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 | $1,200 | Amt |
| Net Investment Income | $600 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA | $4,705 | $4,928 |
| RITE AID CORPORATION | $12,434 | $3,400 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| H P INC | AT COST | $4,703 | $8,184 |
| RADNET INC | AT COST | $7,347 | $8,136 |
| ROYALE ENERGY | AT COST | $1,057 | $393 |
| VIAVI SOLUTIONS | AT COST | $5,484 | $8,040 |
| CHENIERE ENERGY | AT COST | $6,639 | $8,405 |
| KROGER | AT COST | $8,520 | $8,250 |
| LATTICE SEMICONDUCTOR | AT COST | $3,915 | $3,460 |
| VALLCO ENERGY | AT COST | $2,400 | $1,470 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $3,724 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $6 | $6 | $0 |
| FLORIDA FILING FEE | $61 | $61 | $0 |