MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-04-25
- IRS object ID
- 201701159349100200
- Schema version
- 2015v3.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-25T06:00:04-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 350921680 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CROWE HORWATH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 West Wacker Drive | AddressLine1Txt |
| Address Line2 | Suite 2600 | AddressLine2Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 606061224 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271815293 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Marc J Leder Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARC | BusinessNameControlTxt |
| Phone | 5613940550 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 Town Center Circle 650 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Donna Wohlfarth | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Signature | 2017-04-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nicole Bencik | PreparerPersonNm |
| PTIN | P00756195 | PTIN |
| Phone | 3128997000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,610,860 | 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 | $60,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $53,428 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $230,558 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $959,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $235,820 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $291,218 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,248 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,967 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,983 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,983 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,362 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,200 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $61 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $61 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,390 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,183 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $650,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $650,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $683,390 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,183 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $652,044 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$392,172 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $259,065 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,474 | CashBOYAmt |
| Cash EOY | $11,447 | CashEOYAmt |
| Cash EOYFMV | $11,447 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $148,413 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,142 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,142 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,407,745 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,671,497 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,671,497 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $382,328 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $705,654 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $705,654 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $126,680 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $102,120 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,081,640 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,610,860 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,610,860 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,081,640 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,610,860 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,081,640 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,610,860 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,081,640 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,610,860 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,081,640 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$392,172 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$78,608 | OtherIncreasesAmt |
| Subtotal | $3,610,860 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,610,860 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ALPHABET INC CL C | P | $19,264 | $9,688 | $9,576 | $0 | $9,576 |
| ALPHABET INC CL A | P | $39,780 | $18,671 | $21,109 | $0 | $21,109 |
| AMERICAN EXPRESS CO | P | $110,663 | $90,178 | $20,485 | $0 | $20,485 |
| AUTOZONE INCORPORATED | P | $48,582 | $22,044 | $26,538 | $0 | $26,538 |
| COSTCO WHSL CORP NEW | P | $46,895 | $32,817 | $14,078 | $0 | $14,078 |
| DISNEY WALT CO | P | $137,368 | $75,654 | $61,714 | $0 | $61,714 |
| LAS VEGAS SANDS CORP | P | $39,707 | $52,543 | -$12,836 | $0 | -$12,836 |
| PJT PARTNERS INC CL A | P | $2,600 | $1,258 | $1,342 | $0 | $1,342 |
| POLARIS INDUSTRIES INC | P | $76,080 | $73,395 | $2,685 | $0 | $2,685 |
| TJX COMPANIES INCORPORATED NEW | P | $67,762 | $41,129 | $26,633 | $0 | $26,633 |
| 3M CO | P | $63,863 | $36,713 | $27,150 | $0 | $27,150 |
| UNION PACIFIC CORP | P | $18,605 | $13,439 | $5,166 | $0 | $5,166 |
| UNION PACIFIC CORP | P | $81,560 | $59,751 | $21,809 | $0 | $21,809 |
| UNITED TECHNOLOGIES CORP | P | $49,281 | $44,231 | $5,050 | $0 | $5,050 |
| WESTERN DIGITAL CORP | P | $58,462 | $51,609 | $6,853 | $0 | $6,853 |
| WESTROCK CO | P | $64,107 | $79,647 | -$15,540 | $0 | -$15,540 |
| ACE LIMITED | P | $34,444 | $25,917 | $8,527 | $0 | $8,527 |
| Blackstone Group | P | $5,261 | $5,261 | $0 | $5,261 | |
| Capital Gain Distribution | P | $220 | $220 | $0 | $220 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $235,820 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $933,226 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,373,085 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.213402 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,004,708 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,891,810 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.205386 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,312,648 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,918,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.334974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $735,208 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $846,711 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.868310 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $866,487 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,540,270 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.562555 | DistributionYr5Rt |
| Total Distribution | 2.184627 | TotalDistributionRt |
| Average Distribution | 0.436925 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,718,605 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,624,751 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,591 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,627,342 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $652,044 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,181 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,181 | SubtotalAmt |
| Tax Based On Investment Income | $5,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,181 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,181 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,000 | OverpaymentAmt |
| Applied To ES Tax | $4,000 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Donna Wohlfarth | IndividualWithBooksNm |
| Phone | 5613940550 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 Town Center Circle Suite 650 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | 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 |
|---|---|---|---|---|---|---|---|---|
| Marc J Leder | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | Director / President | 1.000 | $0 | $0 | $0 |
| Rodger R Krouse | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | Director / Treasurer | 1.000 | $0 | $0 | $0 |
| Kevin J Calhoun | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | Director / Secretary | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
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 | $3,524,867 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $250,366 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,775,233 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,775,233 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,628 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,718,605 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $185,930 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $185,930 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,181 | TotalTaxAmt |
| Distributable Before Adj | $180,749 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $180,749 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $180,749 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $652,044 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $652,044 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $652,044 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $180,749 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $693,862 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,129,012 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $768,882 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $723,122 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,314,878 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $652,044 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $180,749 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $471,295 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,786,173 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| 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 | $3,786,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $693,862 | ExcessFromYear4Amt |
| Excess From Year3 | $1,129,012 | ExcessFromYear3Amt |
| Excess From Year2 | $768,882 | ExcessFromYear2Amt |
| Excess From Year1 | $723,122 | ExcessFromYear1Amt |
| Excess From Current Year | $471,295 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Marc J Leder Director | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Capital Partners Foundation | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 Town Center Circle 650 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Fund employee matching contribution program plus make grants to charities | GrantOrContributionPurposeTxt |
| Amt | $650,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $650,000 | 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 | $60,660 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,558 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $291,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $291,218 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $3,967 | Amt |
| Net Investment Income | $1,983 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,983 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUN CAPITAL PARTNERS FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE 650 | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2016-09-30 | GrantDt |
| Grant | $650,000 | GrantAmt |
| Purpose Of Grant | TO FUND EMPLOYEE MATCHING CONTRIBUTION PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $650,000 | ExpendedByGranteeAmt |
| Dates Of Reports By Grantee | 9/30/2016 | DatesOfReportsByGranteeTxt |
| Results Of Verification | MARC J. LEDER FOUNDATION HAS VERIFIED THAT THE GRANT WAS USED APPROPRIATELY FOR THE TAX EXEMPT PURPOSE FOR WHICH IT WAS GIVEN. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MA Student Educational Funding | $56,616 | $56,616 |
| Cons Edison CO of NY | $56,044 | $56,044 |
| Celgene Corp | $101,698 | $101,698 |
| ING Bank NV MEDIUM TERM NOTE | $102,440 | $102,440 |
| New Jersey Economic Dev Auth Revenue Bonds | $126,216 | $126,216 |
| AEGON NV | $32,902 | $32,902 |
| Stanley Black & Decker | $106,875 | $106,875 |
| Muzinich Credit Opportunities Fund | $122,863 | $122,863 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CELANESE CORP-A | $119,808 | $119,808 |
| AutoZone Inc | $107,568 | $107,568 |
| Nike Inc-Class B | $105,300 | $105,300 |
| TJX Cos Inc | $81,510 | $81,510 |
| Amazon.Com Inc | $50,239 | $50,239 |
| AMC Networks-A | $31,116 | $31,116 |
| Costco Wholesale Corp New | $53,379 | $53,379 |
| UnitedHealth Group Inc | $210,000 | $210,000 |
| Gilead Sciences Inc | $96,922 | $96,922 |
| Allergan PLC | $92,124 | $92,124 |
| McKesson Corp | $83,375 | $83,375 |
| Thermo Fisher Scientific Inc | $35,789 | $35,789 |
| Schlumberger LTD | $102,232 | $102,232 |
| Chubb LTD | $113,085 | $113,085 |
| CBRE Group Inc | $55,960 | $55,960 |
| Synchrony Financial | $41,720 | $41,720 |
| East West Bancorp Inc | $34,875 | $34,875 |
| Roper Technologies Inc | $164,223 | $164,223 |
| 3M CO | $88,115 | $88,115 |
| MasterCard Inc CL A | $173,009 | $173,009 |
| Apple Inc | $135,660 | $135,660 |
| Microsoft Corp | $134,784 | $134,784 |
| Ansys Inc | $111,132 | $111,132 |
| NXP Semiconductors | $102,010 | $102,010 |
| Alphabet Inc CL C | $97,161 | $97,161 |
| Alphabet Inc CL A | $80,406 | $80,406 |
| American Tower Corp REIT | $169,995 | $169,995 |
| WESTBROOK CO | $0 | $0 |
| DISNEY WALT CO NEW | $0 | $0 |
| POLARIS INDUSTRIES INC | $0 | $0 |
| LAS VEGAS SANDS CORP | $0 | $0 |
| ACE LIMITED | $0 | $0 |
| AMERICAN EXPRESS CO | $0 | $0 |
| UNION PAC CORP | $0 | $0 |
| UNITED TECHNOLOGIES CORP | $0 | $0 |
| WESTERN DIGITAL CORP | $0 | $0 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt |
|---|---|
| Land | |
| Building | $0 |
| LeasholdImprovement | $0 |
| Equipment | $0 |
| Other | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | BLACKSTONE GROUP | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $126,680 | BookValueAmt |
| EOYFMV | $102,120 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt |
|---|---|
| Land | |
| Building | $0 |
| LeasholdImprovement | $0 |
| Equipment | $0 |
| Other | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | License Fees | Desc |
| Revenue And Expenses Per Books | $61 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Loss | Desc |
| Amt | -$78,608 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Fees | CategoryTxt |
| Amt | $28,362 | Amt |
| Net Investment Income | $28,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise taxes | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |