MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-07-15
- IRS object ID
- 201401969349100520
- Schema version
- 2012v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-07-15T17:41:10-05:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Crowe Horwath LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 3697 | AddressLine1 |
| City | Oak Brook | City |
| State | IL | State |
| ZIP Code | 605223697 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271815293 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARC J LEDER FOUNDATION INC | BusinessNameLine1 |
| Business Name Line2 | C/O Sun Capital Partners Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % DONNA WOHLFARTH | InCareOfName |
| Name Control | MARC | NameControl |
| Phone | 5613940550 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 Town Center Circle | AddressLine1 |
| Address Line2 | Suite 650 | AddressLine2 |
| City | Boca Raton | City |
| State | FL | State |
| ZIP Code | 33486 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Marc J Leder | Name |
| Title | President | Title |
| Phone | 5613940550 | Phone |
| Date Signed | 2014-05-30 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6305747878 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4892600 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 4948634 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 111521 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 60309 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 584619 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5608458 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 584619 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 2400 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -312 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 0 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 5647174 | TotalRevenueAndExpenses |
| Total Net Investment Income | 644616 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 2973 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1486 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1487 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 28331 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 28270 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 31365 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 29756 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1548 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1311100 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1311100 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1342465 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 29756 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1312648 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 4304709 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 614860 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 7963 | CashBOY |
| Cash EOY | 11665 | CashEOY |
| Cash EOYFMV | 11665 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 7766 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 43333 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 43333 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 54227 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 359811 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4474124 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4474124 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 115829 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 363478 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 363478 | InvestmentsCorpBondsEOYFMV |
| Other Assets BOY | -54 | OtherAssetsBOY |
| Total Assets BOY | 545542 | TotalAssetsBOY |
| Total Assets EOY | 4892600 | TotalAssetsEOY |
| Total Assets EOYFMV | 4892600 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 545542 | RetainedEarningsBOY |
| Retained Earnings EOY | 4892600 | RetainedEarningsEOY |
| Total Net Assets BOY | 545542 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4892600 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 545542 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4892600 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 545542 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 4304709 | ExcessOfRevenueOverExpenses |
| Other Increases | 42349 | OtherIncreases |
| Subtotal | 4892600 | Subtotal |
| Total Net Assets Fund Balances EOY | 4892600 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | SALE OF VARIOUS SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 5608458 | GrossSalesPrice |
| Cost Or Other Basis | 5023839 | CostOrOtherBasis |
| Gain Or Loss | 584619 | GainOrLoss |
| Gains Minus Excess Or Losses | 584619 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 584619 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 735208 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 846711 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.86831 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 866487 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1540270 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.562555 | DistributionRatioYear2 |
| Total Distribution Ratio | 1.430865 | TotalDistributionRatio |
| Average Distribution Ratio | 0.715433 | AverageDistributionRatio |
| Net Noncharitable Assets | 3918652 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 2803533 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6149 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 2809682 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1312648 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 12297 | InvestmentIncomeExciseTax |
| Subtotal | 12297 | Subtotal |
| Tax Based On Investment Income | 12297 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 665 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1100 | TaxPaidWithExtension |
| Total Credits And Payments | 1765 | TotalCreditsAndPayments |
| Tax Due | 10532 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | FL | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONNA WOHLFARTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5613940550 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 TOWN CENTER CIRCLE SUITE 600 | AddressLine1 |
| City | Boca Raton | City |
| State | FL | State |
| ZIP Code | 33486 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | true | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | true | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Marc J Leder | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | Director/President | 1.0 | 0 | 0 | 0 |
| kevin j calhoun | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | director/secretary | 1.0 | 0 | 0 | 0 |
| Rodger R Krouse | ||||||||
| 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | Director/Treasurer | 1.0 | 0 | 0 | 0 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3531875 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 446452 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3978327 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 3978327 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 59675 | CashDeemedCharitable |
| Net Noncharitable Assets | 3918652 | NetNoncharitableAssets |
| Minimum Investment Return | 195933 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 195933 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 12297 | TaxBasedOnInvestmentIncome |
| Total Tax | 12297 | TotalTax |
| Distributable Amount Before Adj | 183636 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 183636 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 183636 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1312648 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 1312648 | QualifyingDistributions |
| Adj Qualifying Distributions | 1312648 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 183636 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 42734 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year3 | 51169 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 693862 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 787765 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1312648 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 183636 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1129012 | RemainingDistriFromCorpus |
| Total Corpus | 1916777 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 42734 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1874043 | ExcessDistriCyovToNextYear |
| Excess From Year3 | 51169 | ExcessFromYear3 |
| Excess From Year2 | 0 | ExcessFromYear2 |
| Excess From Year1 | 693862 | ExcessFromYear1 |
| Excess From Current Year | 1129012 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARC J LEDER | ContributingManager |
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| Eaglebrook School | |||||||
| 271 Pine Nook Road | Deerfield | MA | 01342 | n/a | 509(a)(1) | new century fund | $10,000 |
| University of Pennsylvania | |||||||
| 3420 Walnut Street | philadelphia | PA | 19104 | n/a | 509(a)(1) | endowed fund | $200,000 |
| Sun Capital Partners Foundation | |||||||
| 5200 Town Center Circle 600 | boca raton | FL | 33486 | n/a | PRIVATE FOUNDATION | fund employee matching contribution program | $1,100,000 |
| Peaceman Foundation | |||||||
| 25 W Houston St Suite 7D | New York | NY | 10012 | n/a | PRIVATE FOUNDATION | GRANT | $1,000 |
| St Andrew's School | |||||||
| 3900 Jog Road | Boca Raton | FL | 33434 | N/A | 501(A)(1) | ANNUAL FUND | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1311100 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Pennsylvania | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3420 Walnut Street | AddressLine1 |
| City | Philadelphia | City |
| State | FL | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationship |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | Endowed Fund | PurposeOfGrantOrContribution |
| Amount | $400,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 400000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $111,521 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $584,619 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TAX REFUND | Description |
| Related Or Exempt Function Income | 2400 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $696,140 | ExclusionAmount |
| Related Or Exempt Function Income | 2400 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 698540 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | Marc Leder | 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | 4948198 | X | X |
| 2 | Marc Leder | 5200 TOWN CENTER CIRCLE SUITE 650 | BOCA RATON | FL | 33486 | 436 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | STOCK | NoncashPropertyDescription |
| Fair Market Value | 4948198 | FairMarketValue |
| Date Received | 2013-12-18 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $2,973 | Amount |
| Net Investment Income | 1486 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1487 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Any Diversion By GranteeAnyDiversionByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Date Of VerificationDateOfVerification | Results Of VerificationResultsOfVerification |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sun Capital Partners Foundation | |||||||||||
| 5200 Town Center Circle 600 | Boca Raton | FL | 33486 | 2013-09-30 | $1,100,000 | To fund employee matching contribution program | 1100000 | NO | 09/30/2013 | 2013-09-30 | Marc J. Leder Foundation has verified that the grant was used appropriately for the tax exempt purpose for which it was given. |
| Peaceman Foundation | |||||||||||
| 25 W Houston St Suite 7D | New York | NY | 10012 | 2014-05-14 | $1,000 | PROGRAM SUPPORT | 1000 | NO | 09/30/2013 | 2013-09-30 | Marc J. Leder Foundation has verified that the grant was used appropriately for the tax exempt purpose for which it was given |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | CORPORATE BONDS | NameOfBond |
| EOY Book Value | 363478 | EOYBookValue |
| EOYFMV | 363478 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 4474124 | EOYBookValue |
| EOYFMV | 4474124 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSE FEES | Description |
| Revenue And Expenses Per Books | 61 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 61 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Net Investment IncomeNetInvestmentIncome | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| ENBRIDGE ENERGY PARTNERS, ORDINARY LOSS | -312 | ||
| TAX REFUND | 0 | 2400 | 0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $42,349 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $28,331 | Amount |
| Net Investment Income | 28270 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |