SHEPARD BROAD FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHEPARD BROAD FOUNDATION INC (EIN 59-0998866)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201423149349100207
- Schema version
- 2013v3.1
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T08:38:08-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590998866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Shepard Broad Foundation Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | SHEP | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 Brickell Ave | AddressLine1 |
| Address Line2 | Suite 2350 | AddressLine2 |
| City | Miami | City |
| State | FL | State |
| ZIP Code | 33131 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John M Bussel | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3053725790 | PhoneNum |
| Signature | 2014-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 3053725790 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,762,233 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,555,691 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,029 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,029 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $339,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $339,793 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $452,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,004,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $452,979 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,500 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,350,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $795,301 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $74,326 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $74,326 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $11,602 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $2,931 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $2,931 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $11,819 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $11,819 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $57,939 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $57,901 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,617 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $74,364 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,487,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,487,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,866 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $74,364 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,559,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $705,126 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $720,937 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $698,425 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $633,828 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $633,828 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,500 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $778,764 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $902,467 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $897,054 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $9,119,087 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,797,189 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,367,281 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,657,546 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,626,965 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,664,070 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $150,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $150,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $150,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,455,322 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,160,449 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,762,233 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,455,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,160,449 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,455,323 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,160,449 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,455,323 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,160,449 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,455,323 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $705,126 | ExcessRevenueOverExpensesAmt |
| Subtotal | $13,160,449 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $13,160,449 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt |
|---|---|---|---|---|---|
| Publicly-traded Securities | $3,002,848 | $2,549,869 | $452,979 | ||
| SECURITY DEPOSIT - SIMKIN MANAGE - SECURITY DEPOSIT - SIMKIN MANAGEMEN | $1,500 | $1,500 | P | 2006-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $452,979 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,390,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,132,204 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.105915 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,339,917 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,563,008 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.106656 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,447,991 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,332,112 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.127778 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,195,486 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,520,220 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.125573 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,448,760 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,851,068 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.133513 | DistributionYr5Rt |
| Total Distribution | 0.599435 | TotalDistributionRt |
| Average Distribution | 0.119887 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,184,553 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,820,431 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,827,640 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,559,900 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,419 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,419 | SubtotalAmt |
| Tax Based On Investment Income | $14,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,695 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,060 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,755 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $336 | OverpaymentAmt |
| Applied To ES Tax | $336 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Karen Berman | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 |
| Morris Broad | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Chairman | 1.0 | $0 |
| Ann B Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | VP / Dir | 1.0 | $0 |
| Daniel J Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir | 1.0 | $0 |
| Deborah Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Dir / Sec / Treas | 1.0 | $0 |
| John M Bussel | ||||||
| 801 Brickell Ave | Miami | FL | 33131 | Pres / Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Hewins Financial Advisors LLC | |||||
| 400 S El Camino Real Ste 800 | SAN MATEO | CA | 94402 | Investment Mgmt | $74,326 |
| Foundation Source | |||||
| 55 Walls Drive suite 302 | Fairfield | CT | 06824 | Administrative | $56,775 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,541,851 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $822,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $51,500 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,415,790 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,415,790 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $231,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,184,553 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $759,228 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $759,228 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,419 | TotalTaxAmt |
| Distributable Before Adj | $744,809 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $744,809 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $744,809 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,559,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,559,900 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,559,900 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $744,809 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $911,031 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $724,111 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $886,305 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $719,784 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $742,094 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,983,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,559,900 | QualifyingDistributionsAmt |
| Applied To Current Year | $744,809 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $815,091 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,798,416 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $911,031 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,887,385 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $724,111 | ExcessFromYear4Amt |
| Excess From Year3 | $886,305 | ExcessFromYear3Amt |
| Excess From Year2 | $719,784 | ExcessFromYear2Amt |
| Excess From Year1 | $742,094 | ExcessFromYear1Amt |
| Excess From Current Year | $815,091 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (129 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHRC NEW YORK CITY FOUNDATION INC | |||||||
| 83 MAIDEN LN | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $1,000 |
| AISH HATORAH JERUSALEM FUND INC | |||||||
| 3150 SHERIDAN AVE | MIAMI | FL | 33140 | N/A | PC | General & Unrestricted | $1,000 |
| AMERICAN FRIENDS OF LEKET ISRAEL INC | |||||||
| 384 WARWICK AVE | TEANECK | NJ | 07666 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 E 56TH ST | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $2,500 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | Typhoon Haiyan Relief | $1,000 |
| AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA | |||||||
| 245 5TH AVE STE 2203 | NEW YORK | NY | 10016 | N/A | PC | Expectant Parenting Program | $30,000 |
| BARRY UNIVERSITY | |||||||
| 11300 NE 2ND AVE | MIAMI SHORES | FL | 33161 | N/A | PC | 2013-14 Annual Fund | $5,000 |
| BIG BROTHERS AND BIG SISTERS OF GREATER MIAMI | |||||||
| 701 SW 27TH AVE | MIAMI | FL | 33135 | N/A | PC | General & Unrestricted | $2,500 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA INC | |||||||
| 1 PENN PLZ STE 6250 | NEW YORK | NY | 10119 | N/A | PC | General & Unrestricted | $10,000 |
| CAMP FIESTA INC | |||||||
| 2750 N E 183RD ST | NORTH MIAMI BEACH | FL | 33160 | N/A | PC | General & Unrestricted | $2,500 |
| CASA VALENTINA INC | |||||||
| 2990 SW 35TH AVE | MIAMI | FL | 33133 | N/A | PC | Annual Gift for 2013 Fund | $200 |
| CHILDRENS BEREAVEMENT CENTER INC | |||||||
| 7600 S RED RD STE 307 | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $10,000 |
| CHRISTOPHER COLUMBUS HIGH SCHOOL | |||||||
| 3000 SW 87TH AVE | MIAMI | FL | 33165 | N/A | PC | Memorial Fund | $5,000 |
| CONGREGATION BNAI JESHURUN | |||||||
| 1025 S ORANGE AVE | SHORT HILLS | NJ | 07078 | N/A | PC | General & Unrestricted | $5,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | General & Unrestricted | $6,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation | $500 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Ruth K. Broad Biomedical Research Foundation's Lecture Seminar on Neurobiology and Disease | $40,000 |
| DUKE UNIVERSITY | |||||||
| 710 W MAIN ST STE 200 | DURHAM | NC | 27701 | N/A | PC | Jewish Life at Duke | $250 |
| DURHAM ACADEMY INC | |||||||
| 3601 RIDGE RD | DURHAM | NC | 27705 | N/A | PC | Evergreen Campaign for the matching grant | $2,500 |
| DURHAM-CHAPEL HILL JEWISH FEDERATION | |||||||
| 1937 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Scholarship Mural Project | $1,000 |
| EASTER SEALS SOUTH FLORIDA INC | |||||||
| 1475 NW 14TH AVE | MIAMI | FL | 33125 | N/A | PC | Child Development Center | $4,000 |
| FEEDING AMERICA | |||||||
| 35 E WACKER DR STE 2000 | CHICAGO | IL | 60601 | N/A | PC | General & Unrestricted | $2,500 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | N/A | PC | General & Unrestricted | $5,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | N/A | PC | School of International and Public Affairs | $20,000 |
| FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | N/A | PC | School of International and Public Affairs for the Ruth K. and Shepard Broad Lecture Series | $10,000 |
| FLORIDA LIONS EYE BANK INC | |||||||
| 900 NW 17TH ST 3RD FL | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $10,000 |
| FLORIDA STATE UNIVERSITY FOUNDATION INC | |||||||
| INNOVATION PARK 2010 LEVY AVE | TALLAHASSEE | FL | 32306 | N/A | PC | School of Social Sciences & Public Policy | $2,000 |
| FREEDOM OF RELIGION FOR ISRAEL INC | |||||||
| 182 E 95TH ST APT 24G | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF HUMANITY CORPORATION | |||||||
| 15414 NE 2ND AVE | MIAMI | FL | 33162 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF THE DANIEL CENTERS FOR PROGRESSIVE JUDA | |||||||
| 4108 LELAND ST | CHEVY CHASE | MD | 20815 | N/A | PC | General & Unrestricted | $2,500 |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 8177 W GLADES RD STE 208 | BOCA RATON | FL | 33434 | N/A | PC | General & Unrestricted | $10,000 |
| GABLESTAGE INC | |||||||
| 1200 ANASTASIA AVE | CORAL GABLES | FL | 33134 | N/A | PC | GableStage Productions and Dade County Educational Programming | $3,000 |
| GRACE FOUNDATION OF NEW YORK | |||||||
| 264 WATCHOGUE RD | STATEN ISLAND | NY | 10314 | N/A | PC | General & Unrestricted | $1,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Miami Beach Jewish Community Center Fund | $10,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | Morris N. Broad Philanthropic Fund | $472,305 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2013 Annual Campaign | $50,000 |
| GREATER MIAMI JEWISH FEDERATION | |||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | N/A | PC | 2013 Annual Campaign | $18,000 |
| GREEN MOUNTAIN COLLEGE | |||||||
| 1 BRENNAN CIR | POULTNEY | VT | 05764 | N/A | PC | General & Unrestricted | $10,000 |
| H3 HEALTH HOPE HEALING INC | |||||||
| 1935 CALAIS DR APT 205 | MIAMI BEACH | FL | 33141 | N/A | PC | General & Unrestricted | $750 |
| HEALTH INFORMATION PROJECT INC | |||||||
| 4601 PONCE DE LEON BLVD STE 300 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $2,500 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $5,000 |
| HEARING RESEARCH INSTITUTE INC | |||||||
| 7000 SW 62ND AVE STE 210 | SOUTH MIAMI | FL | 33143 | N/A | PC | Hearing Screenings at Ruth K. Broad Bay Harbor School | $5,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 574 HILGARD AVE | LOS ANGELES | CA | 90024 | N/A | PC | 2013 Annual Gala Honoring Carole Goldberg | $1,200 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 777 GLADES RD BLDG LY NO 3A | BOCA RATON | FL | 33431 | N/A | PC | General & Unrestricted | $1,000 |
| HISTORIC SALEM COURTHOUSE PRESERVATION ASSOCIATION | |||||||
| PO BOX 140 | SALEM | NY | 12865 | N/A | PC | General & Unrestricted | $2,500 |
| HUMANE SOCIETY OF GREATER MIAMI INC AND DADE COUNT | |||||||
| 16101 W DIXIE HWY | MIAMI | FL | 33160 | N/A | PC | General & Unrestricted | $2,000 |
| ICIVICS | |||||||
| 1875 K ST NW STE 500 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $11,500 |
| JEWISH COMMUNAL FUND | |||||||
| 575 MADISON AVE STE 703 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $20,000 |
| JEWISH LIFE | |||||||
| 16501 VENTURA BLVD | ENCINO | CA | 91436 | N/A | PC | JLTV's filming of the Maccabiah in Israel | $1,800 |
| KESHER LD INC | |||||||
| 18900 NE 25TH AVE | N MIAMI BEACH | FL | 33180 | N/A | PC | Golden Guardian Fund for the 2013/2014 School Year | $1,000 |
| LEO BAECK EDUCATION CENTER FOUNDATION | |||||||
| 3555 TIMMONS LN STE 1400 | HOUSTON | TX | 77027 | N/A | PC | Mercaz Ruth Program and Beit Ligdol Tov Center | $30,000 |
| LIBERATION IN NORTH KOREA | |||||||
| 1751 TORRANCE BLVD | TORRANCE | CA | 90501 | N/A | PC | General & Unrestricted | $500 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Endowment Fund and Lecture Series | $30,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | 2013-14 Annual Fund | $10,000 |
| LOOMIS INSTITUTE | |||||||
| 4 BATCHELDER RD | WINDSOR | CT | 06095 | N/A | PC | Irving Bussel Scholarship Fund | $50,000 |
| MIAMI CITY BALLET INC | |||||||
| 2200 LIBERTY AVE | MIAMI BEACH | FL | 33139 | N/A | PC | West Side Story Suite Company Premier Program | $250 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PC | General & Unrestricted | $1,500 |
| MIAMI COUNTRY DAY SCHOOL INC | |||||||
| 601 NE 107TH ST | MIAMI | FL | 33161 | N/A | PC | Lower School Faculty Endowment Fund | $1,500 |
| MIAMI JEWISH HEALTH SYSTEMS INC | |||||||
| 5200 NE 2ND AVE | MIAMI | FL | 33137 | N/A | PC | Hazel Cypen Tower Activities Program | $2,000 |
| MIAMI THEATRE CENTER INC | |||||||
| 9806 NE 2ND AVE | MIAMI SHORES | FL | 33138 | N/A | PC | 2013 Miami Theatre Center Program for Miami-Dade County Public Schools | $5,000 |
| MOUNT SINAI MEDICAL CENTER FOUNDATION INC | |||||||
| 4300 ALTON RD | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $12,300 |
| NATIONAL COUNCIL OF JEWISH WOMEN INCORPORATED | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Women of Valor Patron Fund | $1,000 |
| NEW ISRAEL FUND | |||||||
| 2100 M ST NW | WASHINGTON | DC | 20037 | N/A | PC | General & Unrestricted | $34,845 |
| NEW WORLD SYMPHONY INC | |||||||
| 500 17TH ST | MIAMI BEACH | FL | 33139 | N/A | PC | Educational music program | $5,000 |
| NOVA SOUTHEASTERN UNIVERSITY INC | |||||||
| 3301 COLLEGE AVE | DAVIE | FL | 33314 | N/A | PC | General & Unrestricted | $50,000 |
| NYU LANGONE MEDICAL CENTER | |||||||
| 1 PARK AVE 17TH FL | NEW YORK | NY | 10016 | N/A | PC | Cancer Institute Screening Center Breast Cancer Screening Program | $10,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Annual Fund | $7,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Haas Endowment Fund | $3,000 |
| OAKWOOD SCHOOL | |||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | N/A | PC | Haas Scholarship Fund | $1,000 |
| OUR PRIDE ACADEMY INC | |||||||
| 11025 SW 84TH ST STE 8 | MIAMI | FL | 33173 | N/A | PC | General & Unrestricted | $5,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC Interreligious C | |||||||
| 317 MADISON AVE STE 607 | NEW YORK | NY | 10017 | N/A | PC | Interreligious Coordinating Council in Israel | $1,800 |
| PELICAN HARBOR SEABIRD STATION INC | |||||||
| 1279 NE 79 ST CAUSEWAY | MIAMI | FL | 33138 | N/A | PC | repair and renovation of 2 exterior mews Project | $500 |
| PLANNED PARENTHOOD OF SOUTH FLORIDA AND THE TREASU | |||||||
| 2300 N FLORIDA MANGO RD | WEST PALM BEACH | FL | 33409 | N/A | PC | General & Unrestricted | $1,000 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Teacher of the Year Fund | $1,000 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Technology Wall Fund | $1,300 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Bobcat pins for the Character Program | $1,094 |
| PTA FLORIDA CONGRESS - BROAD BAY HARBOR K-8 CENTER | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Pride Outside Campaign | $1,400 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | Annual Fund | $10,000 |
| RANSOM EVERGLADES SCHOOL INC | |||||||
| 3575 MAIN HWY | COCONUT GROVE | FL | 33133 | N/A | PC | signage at the school's Aquatic Center Program | $32,000 |
| SABRINA COHEN FOUNDATION FOR STEM CELL RESEARCH IN | |||||||
| 1800 SUNSET HARBOUR DR NO 2406 | MIAMI BEACH | FL | 33139 | N/A | PC | General & Unrestricted | $5,000 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | 2013/2014 School Tutoring Program at RKBBH K-8 Center | $20,000 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Summer Services provided by Ms. Janice Thomas and Ms. Lauren Perez | $5,565 |
| SCHOOL BOARD OF MIAMI-DADE COUNTY FLORIDA DIVISION | |||||||
| 1155 93RD ST | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Summer Services provided by Ms. Janice Thomas and Ms. Lauren Perez | $5,565 |
| SHAKE-A-LEG MIAMI INC | |||||||
| 2620 S BAYSHORE DR | MIAMI | FL | 33133 | N/A | PC | General & Unrestricted | $3,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | General & Unrestricted | $5,000 |
| SLATE VALLEY MUSEUM FOUNDATION | |||||||
| 17 WATER ST | GRANVILLE | NY | 12832 | N/A | SO III FI | Educational Programming | $500 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | General & Unrestricted | $1,500 |
| SOUTHERN SCHOLARSHIP FOUNDATION INC | |||||||
| 322 STADIUM DR | TALLAHASSEE | FL | 32304 | N/A | PC | for scholarship needs | $1,500 |
| STANFORD LAW SCHOOL | |||||||
| CROWN QUADRANGLE | STANFORD | CA | 94305 | N/A | PC | O'Connor Fellowships Program | $5,000 |
| SUNDARI FOUNDATION INC | |||||||
| 1514 NW 2ND AVE APT 1 | MIAMI | FL | 33136 | N/A | PC | General & Unrestricted | $5,000 |
| SYRACUSE UNIVERSITY | |||||||
| 820 COMSTOCK AVE STE 100 | SYRACUSE | NY | 13244 | N/A | PC | Ruth Kugel Broad Endowed Scholarship Fund 2013/2014 | $10,000 |
| TEACH FOR AMERICA - MIAMI | |||||||
| TEACH FOR AMERICA INC 3252 NE 1ST | MIAMI | FL | 33137 | N/A | PC | General & Unrestricted | $2,500 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | General & Unrestricted | $1,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | Endowment Fund to promote innovative and creative Jewish programming in the Arts | $20,000 |
| TEMPLE BETH SHOLOM | |||||||
| 4144 CHASE AVE | MIAMI BEACH | FL | 33140 | N/A | PC | initial 5 years of annual programming cost to promote innovative and creative Jewish programming in the Arts | $5,000 |
| TEMPLE EMANU-EL OF GREATER MIAMI INC | |||||||
| 1701 WASHINGTON AVE | MIAMI BEACH | FL | 33139 | N/A | PC | Charitable Event | $800 |
| TEMPLE ISRAEL OF GREATER MIAMI | |||||||
| 137 NE 19TH ST | MIAMI | FL | 33132 | N/A | PC | Next at 19th | $5,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | General & Unrestricted | $5,000 |
| TEMPLE ISRAEL OF HOLLYWOOD | |||||||
| 7300 HOLLYWOOD BLVD | LOS ANGELES | CA | 90046 | N/A | PC | Building Campaign Fund | $25,000 |
| THE AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO INC - F | |||||||
| 18900 NE 25TH AVE | NORTH MIAMI BEACH | FL | 33180 | N/A | PC | Kalansua Home Treatments Program | $30,000 |
| THE INSTITUTE FOR THE ADVANCEMENT OF EDUCATION IN | |||||||
| 171-06 76TH AVE | FLUSHING | NY | 11366 | N/A | PC | 2013 scholarship Fund | $2,000 |
| THE LERNER JEWISH COMMUNITY DAY SCHOOL | |||||||
| 1935 W CORNWALLIS RD | DURHAM | NC | 27705 | N/A | PC | Annual Fund | $2,200 |
| THE LIBRARY FOUNDATION OF MARTIN COUNTY INC | |||||||
| 2351 SE MONTEREY RD | STUART | FL | 34996 | N/A | PC | General & Unrestricted | $500 |
| THE MIAMI FOUNDATION INC - THE GOOD GOVERNMENT INI | |||||||
| 200 S BISCAYNE BLVD STE 505 | MIAMI | FL | 33131 | N/A | PC | General & Unrestricted | $2,500 |
| THE MIAMI LIGHTHOUSE FOR THE BLIND AND VISUALLY IM | |||||||
| 601 SW 8TH AVE | MIAMI | FL | 33130 | N/A | PC | visual screenings at Ruth K. Broad Bay Harbor K-8 Center | $6,000 |
| THE PAINTED TURTLE | |||||||
| 1300 4TH ST STE 300 | SANTA MONICA | CA | 90401 | N/A | PC | Equine Program (Ladybug) | $2,500 |
| THE UCLA FOUNDATION - SCHOOL OF LAW | |||||||
| 405 HILGARD BOX 951476 | LOS ANGELES | CA | 90095 | N/A | PC | Scholarship Fund | $8,500 |
| THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD | |||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | N/A | PC | Israel Religious Action Committee | $1,800 |
| THE YOUNG MENS CHRISTIAN ASSOCIATION OF GREATER MI | |||||||
| 730 NW 107TH AVE STE 200 | MIAMI | FL | 33172 | N/A | PC | Morningside Elementary afterschool program | $10,000 |
| THOMAS ARMOUR YOUTH BALLET INC | |||||||
| 5818 SW 73RD ST | SOUTH MIAMI | FL | 33143 | N/A | PC | General & Unrestricted | $2,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | Annual Picnic Program | $20,000 |
| TOWN OF BAY HARBOR ISLANDS | |||||||
| 9665 BAY HARBOR TERRACE | BAY HARBOR ISLANDS | FL | 33154 | N/A | PC | computers for senior citizens Program | $10,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA The Pe | |||||||
| 601 FRANKLIN BLDG 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | N/A | PC | Arts & Sciences Annual Giving Fund | $2,500 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | Lastinger Center - College of Education Division | $20,000 |
| UNIVERSITY OF FLORIDA FOUNDATION INC | |||||||
| PO BOX 14425 | GAINESVILLE | FL | 32604 | N/A | PC | School of Engineering for powering the new Engineer | $10,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Frost School of Music | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Michael S. Gordon Center for Research and Medical Education | $1,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | School of Education | $12,500 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Classroom Enhancement Fund | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Frost School of Music for the Moon River Society Program | $2,500 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33124 | N/A | PC | Breakthrough Miami Program | $25,000 |
| UNIVERSITY OF MIAMI | |||||||
| 4600 RICKENBACKER CAUSEWAY | MIAMI | FL | 33149 | N/A | PC | Sea Secrets Lecture Series Program | $5,000 |
| UNIVERSITY OF MIAMI - UNIVERSITY OF MIAMI TISSUE B | |||||||
| PO BOX 248073 | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $5,000 |
| VOICES UNITED INC | |||||||
| 285 W ENID DR | KEY BISCAYNE | FL | 33149 | N/A | PC | workshops for drama school students at Ruth K. Broad Bay Harbor school | $1,750 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 3001 PONCE DE LEON BLVD STE 264 | MIAMI | FL | 33134 | N/A | PC | General & Unrestricted | $11,000 |
| WOMENS FUND OF MIAMI-DADE INC | |||||||
| 3001 PONCE DE LEON BLVD STE 264 | MIAMI | FL | 33134 | N/A | PC | Charitable Event | $375 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $1,000 |
| YOUNG PATRONESSES OF THE OPERA INC | |||||||
| PO BOX 347616 | MAIMI | FL | 33234 | N/A | PC | 2 performances of Papageno at Ruth K. Broad Bay Harbor K-8 Center | $1,500 |
| ZOOLOGICAL SOCIETY OF FLORIDA | |||||||
| 12400 SW 152ND ST | MIAMI | FL | 33177 | N/A | PC | to cover programming at KRBBH School K-8 for the 2013-2014 school year | $3,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,487,249 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,029 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $339,793 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $452,979 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM PRI | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $795,301 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $795,301 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Estate of Ellaine Honig | ||||||
| 1 | 1200 S Pine Island Road Ste 800 | Plantation | FL | 33324 | $211,120 | Yes (X) |
| Shepard Broad Charitable Lead Annui | ||||||
| 2 | c/o John M Bussel 801 Brickel Ave | Miami | FL | 33131 | $1,344,571 | Yes (X) |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (94 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 7TH JUBILEE FIX 10Y-3.70%-12/0 | $149,999 | $149,999 |
| ACE INA HLDG INC - 5.6% - 05/1 | $15,392 | $16,003 |
| ACE INA HLDG INC DEB-8.8750%-0 | $6,610 | $6,899 |
| AFLAC INC - 8.50% - 05/15/2019 | $10,471 | $12,741 |
| ALTRIA GROUP INC - 9.250% - 08 | $6,383 | $6,581 |
| AMER EXP - 5.5000% - 09/12/201 | $10,019 | $11,128 |
| AMERITECH CAP FUNDING CORP6.55 | $10,418 | $10,793 |
| APPLE - 3.850% - 05/04/2043 | $5,060 | $4,178 |
| ARCHER DANIELS - 7.5000% - 03/ | $12,608 | $12,548 |
| AT&T BROADBAND - 9.455% - | $15,439 | $13,817 |
| AVALON BAY - 5.700% - 03/15/20 | $17,589 | $16,603 |
| BANC OF AMER COMM SER 2005-6 C | $14,476 | $15,953 |
| BANK OF NEW YORK MELLON - 5.45 | $10,002 | $11,362 |
| BANK OF NOVA SCOTIA - 3.400% - | $25,962 | $25,792 |
| BB&T CORP - 5.2000% - 12/2 | $19,138 | $21,586 |
| BECTON DCKNSN - 7.000% - 08/01 | $11,959 | $12,197 |
| BELLSOUTH CORP NT - 5.200% - 0 | $25,843 | $25,815 |
| BERKSHIRE HATHAWAY - 3.000% - | $9,952 | $9,375 |
| BERKSHIRE HATHAWAY FIN CORP - | $21,501 | $22,947 |
| BESTFOODS MTS - 6.6250% - 04/1 | $11,562 | $12,231 |
| BLACKROCK INC - 5.000% - 12/10 | $10,639 | $11,291 |
| BOEING CO - 7.250% - 06/15/202 | $12,597 | $12,561 |
| BP CAP MKTS - 6.625% - 05/08/2 | $10,511 | $10,110 |
| BP CAPITAL MARKETS - 3.875% - | $26,090 | $26,008 |
| BURLINGTON NORTHN SANTA - 6.15 | $4,810 | $5,642 |
| CAMPBELL SOUP - 8.8750% - 05/0 | $12,851 | $12,875 |
| CAPITAL ONE FINANCIAL CO 7.375 | $32,353 | $30,789 |
| CATERPILLAR - 6.625% - 07/15/2 | $11,712 | $12,152 |
| CHUBB - 6.6000% - 08/15/2018 | $16,698 | $17,502 |
| CINTAS CORP NO - 4.3% - 06/01/ | $15,955 | $15,568 |
| CLOROX CO DEL SR NT - 5.950% - | $16,697 | $17,127 |
| CME GROUP INC - 3.00% - 09/15/ | $15,062 | $14,165 |
| COMCAST CORP NT - 5.300% - 01/ | $25,777 | $25,032 |
| CONOCOPHILLIPS - 5.750% - 02/0 | $16,563 | $17,322 |
| CONSOL NAT GAS CO (DOMINION RE | $25,496 | $25,157 |
| DEERE & CO DEB-8.10%-05/15 | $13,311 | $13,802 |
| DEVON ENERGY CORP NOTE - 6.300 | $10,094 | $11,589 |
| DOVER - 6.6500% - 06/01/2028 | $11,846 | $12,165 |
| DU PONT E I DE NEMOURS - 6.000 | $21,277 | $23,219 |
| EATON CORP - 5.600% - 05/15/20 | $14,897 | $16,874 |
| EQUITABLE COS - 7.0000% - 04/0 | $11,698 | $10,992 |
| FLORIDA POWER CORP - 5.8% - 09 | $10,036 | $11,408 |
| GE CAP CORP - 5.50% - 01/08/20 | $5,530 | $5,726 |
| GE CAP CORP MTN BE FR - 6.750% | $5,667 | $6,171 |
| GENERAL ELEC CO 5.25% DUE 12-0 | $10,591 | $11,319 |
| GOLDMAN SACHS GROUP INC BOND D | $14,968 | $15,023 |
| GOLDMAN SACHS GRP INC - 6.00% | $5,077 | $5,733 |
| GOLDMAN SACHS GRP INC MTN BE 6 | $5,393 | $5,089 |
| HALLIBURTON COMPANY - 6.70% - | $4,997 | $6,137 |
| HARTFORD FINL SVC GRP NT - 6.3 | $9,249 | $11,489 |
| HERSHEY - 4.850% - 08/15/2015 | $14,439 | $16,017 |
| HOME DEPOT INC SR NT-4.40%-04/ | $5,678 | $5,400 |
| INTERNATIONAL BUSINESS MACHS-8 | $6,865 | $6,535 |
| ISRAELI 3RD JUBILEE 10 YR BD - | $100,000 | $99,999 |
| ISRAELI 3RD JUBILEE 10 YR BD - | $100,000 | $99,999 |
| ISRAELI 4TH JUBILEE 10 YR BD - | $149,999 | $149,999 |
| JPMORGAN CHASE & CO - 4.35 | $5,003 | $5,275 |
| JPMORGAN CHASE & CO SR NT | $15,219 | $15,901 |
| KELLOGG CO - 4.00% - 12/15/202 | $15,910 | $15,524 |
| KEYCORP SER I - 5.100% - 03/24 | $10,786 | $10,929 |
| KRAFT FOODS INC - 6.125% - 08/ | $9,822 | $11,696 |
| LB-UBS COML MTG REMIC - 5.156% | $28,166 | $26,693 |
| LINCOLN NATIONAL CORP - 8.75% | $12,180 | $12,858 |
| LOCKHEED MARTIN CORP - 4.85% - | $9,920 | $9,829 |
| MARKEL CORP SR NT-5.35%-06/01/ | $10,064 | $10,771 |
| MCDONALD'S CORP - 5.350% - 03/ | $5,016 | $5,681 |
| MELLON FDG - 5.0000% - 12/01/2 | $10,012 | $10,400 |
| MERRILL LYNCH MTN BE - 6.400% | $15,661 | $17,321 |
| METLIFE INC GLBL NT - 5.500% - | $10,550 | $10,222 |
| MORGAN STANLEY - 5.375% - 10/1 | $20,456 | $21,511 |
| MORGAN STANLEY - 6.625% - 04/0 | $5,457 | $5,833 |
| NEW AMERICA HOLDINGS 8.500% DU | $4,798 | $6,255 |
| PARKER-HANNIFIN CORP- 6.250% - | $6,327 | $5,950 |
| PFIZER INC - 6.200% - 03/15/20 | $15,000 | $17,781 |
| PNC FDG CORP - 5.625% - 02/01/ | $9,949 | $11,084 |
| PNC FUNDING CORP - 5.25% - 11/ | $10,363 | $10,760 |
| PROCTER & GAMBLE CO DEB 8. | $14,886 | $13,452 |
| PROGRESSIVE CORP - 3.75% - 08/ | $20,807 | $20,426 |
| PRUDENTIAL FINL INC - 6.10% - | $10,081 | $11,417 |
| THERMO FISHER SCIENTIFIC INC - | $10,111 | $9,910 |
| TIME WARNER CO - 6.625% - 05/1 | $5,675 | $5,739 |
| U S BANCORP SER R - 4.200% - 0 | $10,516 | $10,141 |
| UNION PACIFIC CORP - 7.875% - | $12,151 | $12,288 |
| UNITED PARCEL SERVC - 6.20% - | $6,522 | $6,045 |
| UNITED PARCEL SERVICE - 3.875% | $25,543 | $25,214 |
| UNITED TECHNLGS CORP - 5.375% | $10,849 | $11,396 |
| UNITED TECHNOLOGIES CORP - 9.0 | $6,789 | $6,672 |
| US BANK TR NAT - 4.8000% - 04/ | $14,382 | $15,784 |
| VERIZON COMMUNICATIONS - 8.750 | $11,687 | $14,075 |
| VERIZON GLOBAL FDG CORP - 7.75 | $6,828 | $6,347 |
| VIRGINIA ELEC & PWR CO - 8 | $6,235 | $7,667 |
| WAL MART STORES INC - 6.5% - 0 | $6,306 | $6,222 |
| WELLS FARGO - 5.1250% - 09/15/ | $14,136 | $16,477 |
| WISCONSIN PWR & LT CO - 6. | $6,996 | $5,990 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (49 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALEXION PHARMACEUTICALS, INC. | $21,609 | $31,891 |
| AMAZON COM | $22,670 | $123,625 |
| AMERN AADV INTL EQ FD INTL CL | $510,171 | $497,934 |
| APPLE INC. | $37,720 | $90,885 |
| ARM HOLDINGS PLC | $29,609 | $65,676 |
| BE AEROSPACE, INC. | $25,020 | $105,741 |
| CABOT OIL & GAS CORP | $25,639 | $25,969 |
| CELGENE CORP | $43,058 | $54,070 |
| CHIPOTLE MEX GRILL | $42,659 | $54,876 |
| CUMMINS INC | $43,636 | $55,683 |
| DFA EMERGING MARKETS VALUE POR | $374,022 | $412,287 |
| DFA INTERNATIONAL SMALL CO POR | $410,309 | $489,335 |
| DFA INTERNATIONAL VALUE PORTFO | $434,090 | $486,175 |
| DFA U.S. LARGE CAP VALUE PORTF | $1,091,624 | $2,044,479 |
| DFA U.S. SMALL CAP VALUE PORTF | $808,821 | $970,053 |
| DUNKIN' BRANDS GROUP INC | $28,193 | $28,438 |
| EATON VANCE STRUCTURED EMERGIN | $420,500 | $434,419 |
| EBAY INC. | $48,853 | $51,852 |
| FACEBOOK INC | $67,764 | $110,666 |
| GILEAD SCIENCES INC | $52,380 | $80,357 |
| ING FLOATING RATE FUND CLASS I | $369,500 | $367,309 |
| INTUITIVE SURGICAL, INC. | $12,533 | $38,024 |
| ISHARES RUSSELL 2000 GROWTH IN | $506,577 | $870,245 |
| LAS VEGAS SANDS CORP | $49,130 | $73,349 |
| LINKEDIN CORPORATION | $59,906 | $116,004 |
| MASTERCARD INC | $42,212 | $104,433 |
| MICHAEL KORS HOLDINGS LIMITED | $52,449 | $68,200 |
| MIDDLEBY CORPORATION | $20,008 | $22,773 |
| MONSANTO CO | $43,281 | $47,786 |
| PHARMACYCLICS INC. | $35,826 | $41,254 |
| PIMCO EMERGING MARKETS FULL SP | $222,971 | $219,973 |
| PIMCO FD PAC INV MGMT FOREIGN | $425,245 | $393,143 |
| PIMCO HIGH-YIELD INSTL | $474,034 | $596,114 |
| PRECISION CASTPARTS | $33,314 | $76,751 |
| PRICELINE.COM INCORPORATED | $21,267 | $116,240 |
| REGENERON PHARMACEUTICALS, INC | $21,535 | $39,084 |
| SALESFORCE.COM | $31,171 | $77,652 |
| SPLUNK INC | $34,562 | $54,936 |
| STARBUCKS CORP COM | $53,688 | $84,269 |
| TRANSDIGM GRP INC | $21,787 | $38,645 |
| TWITTER INC | $32,883 | $46,528 |
| ULTA SALON, COSMETICS & FR | $26,554 | $37,160 |
| UNDER ARMOUR INC | $26,268 | $56,745 |
| VANGUARD 500 IDX FD SIGNAL SHS | $1,362,042 | $1,973,828 |
| VANGUARD INTL GROWTH FD ADMIRA | $884,521 | $986,565 |
| VANGUARD SMALL CAP GROWTH INDE | $294,605 | $419,466 |
| VISA INC | $23,069 | $87,959 |
| WHOLE FOODS MARKET, INC. | $38,033 | $54,360 |
| WORKDAY INC | $39,871 | $44,075 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $902,467 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $897,054 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN - TZEDEC ECONOMIC DEV | Desc |
| EOY Book Value | $150,000 | EOYBookValueAmt |
| EOYFMV | $150,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $56,714 | $56,714 | |
| Bank Charges | $38 | $38 | |
| FOUNDATION DUES & MEMBERSHIP | $1,124 | $1,124 | |
| Postage | $2 | $2 | |
| State or Local Filing Fees | $61 | $61 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST INCOME FROM PRI | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,500 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO BAECK EDUCATION CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Loan Original | $100,000 | LoanOriginalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Note | 2003-07 | NoteDt |
| Loan Maturity | 2011-07 | LoanMaturityDt |
| Repayment Terms | INTEREST QUARTERLY | RepaymentTermsTxt |
| Interest | 6.0 | InterestRt |
| Security Provided Borrower | REAL PROPERTY | SecurityProvidedBorrowerTxt |
| Loan Purpose | EDUCATION | LoanPurposeTxt |
| Lender Consideration | CASH | LenderConsiderationDesc |
| Consideration FMV | $100,000 | ConsiderationFMVAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEO BAECK EDUCATION CENTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $50,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $74,326 | Amt |
| Net Investment Income | $74,326 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Estate of Ellaine Honig | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 S Pine Island Road Ste 800 | AddressLine1 |
| City | Plantation | City |
| State | FL | State |
| ZIP Code | 33324 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $8,500 |
| 990-PF Extension for 2012 | $3,102 |