HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION (EIN 23-2841007)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-10-25
- IRS object ID
- 201822989349100612
- Schema version
- 2017v2.3
- 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 Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-10-25T11:52:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHUCK SHECHTMAN | PreparerPersonNm |
| PTIN | P00156668 | PTIN |
| Phone | 2154969200 | PhoneNum |
| Preparation | 2018-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.98.221.158 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-23 | IPDt |
| IP Tm | 13:22:58 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0832FC87AB3F34C06FBDD385F323D2F4AD0D427E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 157285473C492F96C8E0077ED280659C8895267F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,424,212 | 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 | $34,282 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,282 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $279,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,478 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $97,760 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $97,760 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,333 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $6,667 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,627 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,627 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,659 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,157 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,315 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,984 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $91,615 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $91,615 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $115,903 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,599 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $90,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,978 | CashBOYAmt |
| Cash EOY | $15,700 | CashEOYAmt |
| Cash EOYFMV | $15,700 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $25,175 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $62,052 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $62,052 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $591,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $513,782 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $840,228 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $375,275 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,864 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $506,232 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,003,404 | TotalAssetsBOYAmt |
| Total Assets EOY | $971,398 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,424,212 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,000 | 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 | $1,000,404 | RetainedEarningBOYAmt |
| Retained Earning EOY | $968,398 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,404 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $968,398 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,003,404 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $971,398 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,404 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $982,261 | SubtotalAmt |
| Other Decreases | $13,863 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $968,398 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HAVERFORD TRUST | P | 2017-01-01 | 2017-12-31 | $8,795 | $11,230 | -$2,435 | -$2,435 |
| HAVERFORD TRUST | P | 2017-01-01 | 2017-12-31 | $270,715 | $204,802 | $65,913 | $65,913 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,478 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,356 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,324,061 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076549 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $121,050 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,434,819 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084366 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $69,719 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,537,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045339 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $76,797 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,386,499 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055389 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,221,532 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064340 | DistributionYr5Rt |
| Total Distribution | 0.325983 | TotalDistributionRt |
| Average Distribution | 0.065197 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,359,587 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,641 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $906 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,547 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,599 | 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 | $906 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $906 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $906 | 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 | $24 | EsPenaltyAmt |
| Tax Due | $930 | 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 | 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 |
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 | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | TRUSTEE | 15.00 | $10,000 | $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) |
|---|---|---|
| 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 | $1,323,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $56,953 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,380,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,380,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $20,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,359,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $67,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $67,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $906 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $906 | TotalTaxAmt |
| Distributable Before Adj | $67,073 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $67,073 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $67,073 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,599 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,599 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $906 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,693 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $67,073 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $19,454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,623 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $56,077 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,599 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,073 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,526 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $97,603 | 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 | $97,603 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $19,454 | ExcessFromYear2Amt |
| Excess From Year1 | $36,623 | ExcessFromYear1Amt |
| Excess From Current Year | $41,526 | 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 | 104-106 DELANCEY PLACE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | 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. | $1,025 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||
| 3300 PGA BLVD SUITE 510 | PALM BEACH GARDENS | FL | 33410 | N/A | PC | TO SUPPORT ISRAEL'S EMERGENCY MEDICAL RESPONDERS FOR THE STATE'S 8 MILLIONS PEOPLE | $5,250 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | HEART HEALTHCARE AND RESEARCH | $5,650 | |
| AMERICAN TECHNION SOCIETY | ||||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | N/A | PC | TO DEVELOP LIFE-CHANGING ADVANCEMENTS IN SCIENCE AND TECHNOLOGY | $2,500 | |
| BOCA RATON REGIONAL HOSPITAL | ||||||||
| 800 MEADOWS ROAD | BOCA RATON | FL | 33486 | N/A | PC | TO DELIVER THE HIGHEST QUALITY PATIENT CARE WITH UNRELENTING ATTENTION TO CLINICAL EXCELLENCE, PATIENT SATISFACTION AND PATIENT SAFETY. | $10,000 | |
| DIABETES RESEARCH INSTITUTE FOUNDATION | ||||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | DIABETES RESEARCH & PREVENTION. | $600 | |
| 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. | $1,150 |
| 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 | $5,500 | |
| 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 | $26,800 | |
| 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 | $13,350 | |
| MORSELIFE FOUNDATION | ||||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | N/A | PC | TO ENHANCE SENIOR LIVING | $200 | |
| THE PAP CORPS | ||||||||
| 3848 FAU BLVD SUITE 305 | BOCA RATON | FL | 33431 | N/A | PC | CANCER RESEARCH | $6,375 | |
| 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. | $4,000 | |
| CURTIS INSTITUTE OF MUSIC | ||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | N/A | PC | TO EDUCATE AND TRAIN EXCEPTIONALLY GIFTED YOUNG MUSICIANS | $1,000 | |
| HEREDITARY NEUROPATHY FOUNDATION | ||||||||
| 432 PARL AVENUE SOUTH | NEW YORK | NY | 10016 | N/A | PC | TO FIND TREATMENTS AND A CURE FOR CHARCOT-MARIE-TOOTH DISEASE (CMT) AND RELATED HEREDITARY NEUROPATHIES WHILE PROVIDING SUPPORT AND EXTENSIVE INFORMATION | $1,100 | |
| CHILRENS HOSPITAL OF PHILADELPHIA | ||||||||
| 34TH AND CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | TO SUPPORT THE BEST PEDIATRIC HOSPITAL IN THE UNITED STATES | $250 | |
| VARIETY CLUB | ||||||||
| 2950 POTSHOP ROAD | WORCESTER | PA | 19490 | N/A | PC | TO PROVIDE SERVICES TO CHILDREN WITH DISABILITIES TO BEST ADDRESS THEIR NEEDS TO BUILD INDEPENDENCE AND SELF CONFIDENCE | $200 | |
| PLAY FOR PINK | ||||||||
| 175 EAST 74TH STREET 17B | NEW YORK | NY | 10021 | N/A | PC | TO SUPPORT RESEARCH RELATED TO THE CAUSES, CURES, AND PREVENTION OF BREAST CANCER | $170 | |
| ODYSSEY HOUSE | ||||||||
| 95 PINE STREET 17TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | TO PROVIDE SUBSTANCE ABUSE AND MENTAL HEALTH TREATMENT | $100 | |
| HEIFER INTERNATIONAL | ||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PC | TO SUPPORT SELF-RELIANCE THROUGH GIFTS OF LIVESTOCK, PLANTS AND TRAINING IN ENVIRONMENTALLY SOUND AGRICULTURE | $100 | |
| LEGACY YOUTH EDUCATION | ||||||||
| 4842 RIDGE AVENUE | PHILADELPHIA | PA | 19129 | N/A | PC | TO CREATE OPPORTUNITIES FOR YOUNG PEOPLE THROUGH TENNIS PROGRAMS THROUGHOUT PHILADELPHIA REGION | $4,400 | |
| ALLIANCE FOR KIDS INC | ||||||||
| 1962 MAIN STREET STE 224 | SARASOTA | FL | 34236 | N/A | PC | TO PROVIDE INNOVATIVE PROGRAMS AND RESOURCES TO ENHANCE CHILD LIFE SERVICES FOR HOSPITALIZED PEDIATRIC PATIENTS AND THEIR FAMILIES | $85 | |
| 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 | |
| FREE LIBRARY OF PHILADELPHIA | ||||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | N/A | PC | TO DEVELOP RESOURCES AND FUNDING TO EXPAND, ENHANCE, AND SUPPORT THE LIBRARY | $150 | |
| GIFT OF LIFE FAMILY HOUSE | ||||||||
| 401 CALLOWHILL STREET | PHILADELPHIA | PA | 19123 | N/A | PC | TO PROVIDE TEMPORARY, AFFORDABLE LODGING AND SUPPORTIVE SERVICES TO THOSE WHO TRAVEL TO PHILADELPHIA FOR TRANSPLANT CARE. | $560 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $91,615 | 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 | $34,282 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,478 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $97,760 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $97,760 | 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 | $8,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,000 | 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 | $513,782 | EOYBookValueAmt |
| EOYFMV | $840,228 | 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 | $379,864 | BookValueAmt |
| EOYFMV | $506,232 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $13,863 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $2 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,000 | BOYBookValueAmt |
| EOY Book Value | $3,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,627 | Amt |
| Net Investment Income | $2,627 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $3,472 | $1,157 | $2,315 |
| EXCISE TAXES | $187 | $0 | $0 |