HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION (EIN 23-2841007)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-20
- IRS object ID
- 201611729349100516
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-20T16:17:09-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | 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 | 2016-06-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES M SHECHTMAN | PreparerPersonNm |
| PTIN | P00156668 | PTIN |
| Phone | 2154969200 | PhoneNum |
| Preparation | 2016-06-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,352,079 | 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 | $36,619 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,619 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,953 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $314,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,953 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $141 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $39,713 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,572 | 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 |
| Legal Fees Rev And Expnss | $2,279 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,279 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,784 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $260 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $521 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $105 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $105 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $23,720 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,377 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,572 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $105,810 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $105,810 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $129,530 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,377 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $121,382 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$89,817 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $31,851 | CashBOYAmt |
| Cash EOY | $8,610 | CashEOYAmt |
| Cash EOYFMV | $8,610 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,295 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,295 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $688,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $645,577 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $898,290 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $414,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $379,241 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $411,884 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,189,626 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,066,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,352,079 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,015 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,019 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,015 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,019 | 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 | $1,186,611 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,063,704 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,186,611 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,189,626 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,066,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,186,611 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$89,817 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,096,794 | SubtotalAmt |
| Other Decreases | $33,090 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,063,704 | 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 | 2015-01-01 | 2015-12-31 | $55,913 | $68,302 | -$12,389 | -$12,389 |
| HAVERFORD TRUST | P | 2014-01-01 | 2015-12-31 | $258,735 | $243,393 | $15,342 | $15,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,953 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $69,719 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,537,734 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045339 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $76,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,386,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055389 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $78,593 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,221,532 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064340 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $59,310 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,230,835 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $83,508 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,270,096 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065749 | DistributionYr5Rt |
| Total Distribution | 0.279004 | TotalDistributionRt |
| Average Distribution | 0.055801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,434,819 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $80,064 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $332 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $80,396 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $121,382 | 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 | $332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $880 | TotalPaymentsAndCreditsAmt |
| Overpayment | $548 | OverpaymentAmt |
| Applied To ES Tax | $548 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | NONE | WebsiteAddressTxt |
| Individual With Books | FRIEDMAN LLP | IndividualWithBooksNm |
| Phone | 2154969200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST-SUITE 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 | $1,392,510 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $64,159 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,456,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,456,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,850 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,434,819 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $71,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $71,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $332 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $332 | TotalTaxAmt |
| Distributable Before Adj | $71,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $71,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $71,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $121,382 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $121,382 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $332 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $121,050 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $71,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $30,519 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $121,382 | QualifyingDistributionsAmt |
| Applied To Year1 | $30,519 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $71,409 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $19,454 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,454 | 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 | $19,454 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $19,454 | 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 (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADDISON RESERVE CANCER | |||||||
| 7849 PALENCIA WAY | DELRAY BEACH | FL | 33446 | N/A | PC | CANCER RESEARCH | $15,200 |
| 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 | $1,300 |
| AMERICAN HEART ASSOCIATION | |||||||
| 7272 GREENVILLE AVE | DALLAS | TX | 75231 | N/A | PC | HEART HEALTHCARE AND RESEARCH | $7,000 |
| DAMON RUNYAN CANCER RESEARCH FOUNDATION | |||||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | N/A | PC | CANCER RESEARCH | $600 |
| HADASSAH | |||||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | N/A | PC | TO STRENGTHEN HADASSAH IN THE UNITED STATES AND ISRAEL | $250 |
| 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 | $3,500 |
| 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 | $15,050 |
| JEWISH FAMILY SERVICES | |||||||
| 7607 OLD YORK ROAD | ELKINS PARK | PA | 19027 | N/A | PC | TO STRENGTHEN FAMILIES AND INDIVIDUALS ACROSS GENERATIONS AND CULTURES TO ACHIEVE STABILITY, INDEPENDENCE AND COMMUNITY | $2,500 |
| 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 | $1,440 |
| MORSELIFE FOUNDATION | |||||||
| 4847 FRED GLADSTONE DRIVE | WEST PALM BEACH | FL | 33417 | N/A | PC | TO ENHANCE SENIOR LIVING | $1,200 |
| PLAY FOR PINK | |||||||
| 175 E 74TH STREET 17B | NEW YORK | NY | 10021 | N/A | PC | BREAST CANCER RESEARCH | $170 |
| STATE OF ISREAL | |||||||
| PO BOX 1307 | SAN ANTONIO | TX | 78295 | N/A | PC | TO PROVIDE A NATIONAL ASSOCIATION THROUGH WHICH EVERY PRO-ISRAEL CHURCH, PARACHURCH ORGANIZATION, MINISTRY OR INDIVIDUAL IN AMERICA CAN SPEAK AND ACT WITH ONE VOICE IN SUPPORT OF ISRAEL IN MATTERS RELATED TO BIBLICAL ISSUES. | $51,500 |
| THE PAP CORPS | |||||||
| 3848 FAU BLVD SUITE 305 | BOCA RATON | FL | 33431 | N/A | PC | CANCER RESEARCH | $2,000 |
| DIABETES RESEARCH INSTITUTE FOUNDATION | |||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | N/A | PC | DIABETES RESEARCH & PREVENTION. | $400 |
| ROLFE PANCREATIC CANCER FOUNDATION | |||||||
| 4809 NORTH RAVENSWOOD SUITE 326 | CHICAGO | IL | 60640 | N/A | PC | PANCREATIC CANCER RESEARCH | $250 |
| THE HELP FUND CHARITY | |||||||
| 1317 DEVILS GULCH ROAD | ESTES PARK | CO | 80517 | N/A | PC | DEVELOPING COMMUNITY ENTREPRENEURIAL POTENTIAL THROUGH GLOBAL PARTNERSHIPS FOR CHANGE | $450 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | N/A | PC | CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA, AND IMPROVE THE QUALITY OF LIFE OF PATIENTS AND THEIR FAMILIES. LLS FUNDS LIFESAVING BLOOD CANCER RESEARCH AROUND THE WORLD AND PROVIDES FREE INFORMATION AND SUPPORT SERVICES | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $105,810 | 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 | $36,619 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,953 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $39,713 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,713 | 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 | $6,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | 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 | $645,577 | EOYBookValueAmt |
| EOYFMV | $898,290 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $367,154 | $395,504 |
| OTHER INVESTMENTS | AT COST | $12,087 | $16,380 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,279 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,279 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX ADJUSTMENT | Desc |
| Amt | $33,090 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $105 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $105 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $141 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $141 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL LIABILITIES | Desc |
| BOY Book Value | $3,015 | BOYBookValueAmt |
| EOY Book Value | $3,019 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $2,784 | Amt |
| Net Investment Income | $2,784 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $781 | $260 | $521 |
| EXCISE TAXES | $1,771 | $0 | $0 |