PORTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: PORTEN FAMILY FOUNDATION INC (EIN 52-2007334)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-12
IRS object ID: 201513169349100116
Schema version: 2014v5.0
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
Investments Corp Stock Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-12T08:54:55-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521022232	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SNYDER COHN PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	11200 ROCKVILLE PIKE SUITE 415	AddressLine1Txt
City	NORTH BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20852	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	522007334	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	PORTEN FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PORT	BusinessNameControlTxt
Phone	3018810040	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	138 N SWINTON AVENUE	AddressLine1Txt
City	DELRAY BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33444	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	HERMAN I PORTEN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	3018810040	PhoneNum
Signature	2015-11-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	LAURAN I PENN	PreparerPersonNm
PTIN	P00086898	PTIN
Phone	3016526700	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-02-25 16:41:14Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$70,789	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$1,524	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,524	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$5,641	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$17,396	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$5,641	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$7,165	TotalRevAndExpnssAmt
Total Net Invst Incm	$7,165	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$4,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$2,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$2,000	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$662	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$331	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$331	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,662	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,331	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$2,331	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$17,750	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$17,750	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$22,412	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,331	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$20,081	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$15,247	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,834	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$13,528	CashBOYAmt
Cash EOY	$6,144	CashEOYAmt
Cash EOYFMV	$6,144	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$1,539	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$10	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$10	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$56,132	CorporateStockBOYAmt
Corporate Stock EOY	$49,798	CorporateStockEOYAmt
Corporate Stock EOYFMV	$64,635	CorporateStockEOYFMVAmt
Total Assets BOY	$71,199	TotalAssetsBOYAmt
Total Assets EOY	$55,952	TotalAssetsEOYAmt
Total Assets EOYFMV	$70,789	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$71,199	RetainedEarningBOYAmt
Retained Earning EOY	$55,952	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$71,199	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$55,952	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$71,199	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$55,952	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$71,199	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$15,247	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$55,952	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$55,952	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
GS CORE FIXED INCOME FUND - 237 SHRS	P	2009-04-08	2014-09-23	$2,500	$1,972	$528	$528
GS HIGH YIELD FUND - 140 SHRS	P	2010-03-18	2014-09-23	$1,000	$993	$7	$7
GS INTERNATIONAL EQUITY DIVIDNED & PREMIUM - 1024 SHRS	P	2009-12-10	2014-09-23	$8,000	$7,921	$79	$79
GS LARGE CAP VALUE FUND - 108 SHRS	P	2009-04-08	2014-09-23	$2,000	$869	$1,131	$1,131
CAPITAL GAINS DIVIDENDS	P			$3,896		$3,896	$3,896

Field	Value	IRS element (for citing)
Capital Gain Net Income	$5,641	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$19,737	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$91,221	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.216365	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$39,721	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$105,954	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.374889	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$34,688	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$110,372	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.314283	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$18,989	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$126,077	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.150614	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$23,847	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$127,052	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.187695	DistributionYr5Rt
Total Distribution	1.243846	TotalDistributionRt
Average Distribution	0.248769	AverageDistributionRt
Net Vl Noncharitable Assets	$75,948	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$18,894	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$48	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$18,942	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$20,081	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	$48	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$48	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$48	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$156	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$156	TotalPaymentsAndCreditsAmt
Overpayment	$108	OverpaymentAmt
Applied To ES Tax	$108	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	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	MD	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	3018810040	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	138 N SWINTON AVENUE	AddressLine1Txt
City	DELRAY BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	33444	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 (5 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
HERMAN I PORTEN
138 N SWINTON AVENUE	DELRAY BEACH	FL	33444	DIRECTOR	5.00	$0	$0	$0
REGINA H PORTEN
138 N SWINTON AVENUE	DELRAY BEACH	FL	33444	DIRECTOR	5.00	$0	$0	$0
STEPHEN L PORTEN
138 N SWINTON AVENUE	DELRAY BEACH	FL	33444	DIRECTOR	0.00	$0	$0	$0
NANCI P JAMES
138 N SWINTON AVENUE	DELRAY BEACH	FL	33444	DIRECTOR	0.00	$0	$0	$0
SCOTT B PORTEN
138 N SWINTON AVENUE	DELRAY BEACH	FL	33444	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$66,490	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,615	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$77,105	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$77,105	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$1,157	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$75,948	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$3,797	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$3,797	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$48	TaxBasedOnInvestmentIncomeAmt
Total Tax	$48	TotalTaxAmt
Distributable Before Adj	$3,749	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$3,749	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$3,749	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$20,081	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$20,081	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$48	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$20,033	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$3,749	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$17,542	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$12,789	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$29,317	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$34,575	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$15,320	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$109,543	TotalExcessDistributionCyovAmt
Qualifying Distributions	$20,081	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,749	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$16,332	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$125,875	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	$17,542	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$108,333	ExcessDistriCyovToNextYrAmt
Excess From Year4	$12,789	ExcessFromYear4Amt
Excess From Year3	$29,317	ExcessFromYear3Amt
Excess From Year2	$34,575	ExcessFromYear2Amt
Excess From Year1	$15,320	ExcessFromYear1Amt
Excess From Current Year	$16,332	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
JEWISH FEDERATION OF PALM BEACH COUNTY
4601 COMMUNITY DRIVE	WEST PALM BEACH	FL	33417	NONE	PUBLIC CHARITY	GENERAL	$3,000
THE LORDS PLACE
4964 WEDGEWOOD WAY	WEST PALM BEACH	FL	33417	NONE	PUBLIC CHARITY	GENERAL	$3,000
211 TREASURE COAST
PO BOX 3588	LANTANA	FL	33465	NONE	PUBLIC CHARITY	GENERAL;LISTTOTAL 0	$250
BRIGHAM AND WOMEN'S HOSPITAL
116 HUNTINGTON AVENUE 3RD FLOOR	BOSTON	MA	02116	NONE	PUBLIC CHARITY	GENERAL	$1,000
FOUR ARTS SOCIETY
2 FOUR ARTS PLAZA	PALM BEACH	FL	33480	NONE	PUBLIC CHARITY	GENERAL	$1,300
KOLLEL VILNA
3299 K STREET	WASHINGTON	DC	20007	NONE	PUBLIC CHARITY	GENERAL;LISTTOTAL 0	$500
THE EDUCATION FOUNDATION
210 SIXTH AVENUE 33RD FL	PITTSBURGH	PA	15222	NONE	PUBLIC CHARITY	GENERAL	$1,000
ARMORY ART CENTER
1700 PAKRER AVENUE	WEST PALM BEACH	FL	33401	NONE	PUBLIC CHARITY	GENERAL	$1,000
ANTI DEFAMATION LEAGUE
1100 CONNECTICUT AVE NW 1020	WASHINGTON	DC	20036	NONE	PUBLIC CHARITY	GENERAL	$1,000
PLANNED PARENTHOOD
1400 SPRING STREET	SILVER SPRING	MD	20910	NONE	PUBLIC CHARITY	GENERAL	$2,000
MORSE LIFE
4847 FRED GLADSTONE DRIVE	WEST PALM BEACH	FL	33417	NONE	PUBLIC CHARITY	GENERAL	$1,000
KIDS MUSEUM
6400 DEMOCRACY BLVD	BETHESDA	MD	20817	NONE	PUBLIC CHARITY	GENERAL	$500
MYASTHENIA GRAVIS FOUNDATION
355 LEXINGTON AVENUE 15TH FLOOR	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	GENERAL	$200
PALM BEACH COUNTY FOOD BANK
525 GATOR DRIVE	LANTANA	FL	33462	NONE	PUBLIC CHARITY	GENERAL	$1,000
JEWISH FOUNDATION OF GROUP HOMES
1500 E JEFFERSON STREET	ROCKVILLE	MD	20852	NONE	PUBLIC CHARITY	GENERAL	$1,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$17,750	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,524	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$5,641	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$7,165	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$7,165	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	CategoryTxt
Amt	$4,000	Amt
Net Investment Income	$2,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,000	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	SECURITIES	StockNm
EOY Book Value	$49,798	EOYBookValueAmt
EOYFMV	$64,635	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$554	$277	$277
GOLDMAN SACHS INVESTMENT FEES	$28	$14	$14
MISCELLANEOUS	$80	$40	$40