MARC J LEDER FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- MARC J LEDER FOUNDATION INC (EIN 27-1815293)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-08-14
- IRS object ID
- 201322269349100302
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- 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 | 2013-08-14T08:14:24-05:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | 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 | 2011-10-01 | 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 |
| 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 |
| Date Signed | 2013-08-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Nicole Bencik | Name |
| Phone | 6305747878 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 545542 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 0 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 19296 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23601 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 0 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 33316 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 693334 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 33883 | CapitalGainNetIncmNetInvstIncm |
| Other Income Net Invst Incm | -979 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 52612 | TotalRevenueAndExpenses |
| Total Net Investment Income | 56505 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Accounting Fees Rev And Expnss | 1283 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 641 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 642 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 6552 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 6359 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 2780 | TaxesRevAndExpnss |
| Other Expenses Rev And Expnss | 61 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 61 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10676 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 703 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 735000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 735000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 745676 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7000 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 735703 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -693064 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 49505 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 49317 | CashBOY |
| Cash EOY | 7963 | CashEOY |
| Cash EOYFMV | 7963 | CashEOYFMV |
| Savings And Temp Cash Invst EOY | 7766 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 7766 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 50282 | InvestmentsGovtObligBOY |
| Investments Govt Oblig EOY | 54227 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 54227 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock BOY | 543807 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 359811 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 359811 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 490595 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 115829 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 115829 | InvestmentsCorpBondsEOYFMV |
| Other Assets EOY | -54 | OtherAssetsEOY |
| Other Assets EOYFMV | -54 | OtherAssetsEOYFMV |
| Total Assets BOY | 1134001 | TotalAssetsBOY |
| Total Assets EOY | 545542 | TotalAssetsEOY |
| Total Assets EOYFMV | 545542 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 1134001 | RetainedEarningsBOY |
| Retained Earnings EOY | 545542 | RetainedEarningsEOY |
| Total Net Assets BOY | 1134001 | TotalNetAssetsBOY |
| Total Net Assets EOY | 545542 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1134001 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 545542 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1134001 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -693064 | ExcessOfRevenueOverExpenses |
| Other Increases | 104605 | OtherIncreases |
| Subtotal | 545542 | Subtotal |
| Total Net Assets Fund Balances EOY | 545542 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|
| SALE OF VARIOUS SECURITIES | P | 692767 | 659451 | 33316 | 33316 |
| CAPITAL GAIN DIVIDENDS | P | 567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 33883 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 866487 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1540270 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.562555 | DistributionRatioYear1 |
| Total Distribution Ratio | 0.562555 | TotalDistributionRatio |
| Average Distribution Ratio | 0.562555 | AverageDistributionRatio |
| Net Noncharitable Assets | 846711 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 476322 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 495 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 476817 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 735703 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 495 | InvestmentIncomeExciseTax |
| Subtotal | 495 | Subtotal |
| Tax Based On Investment Income | 495 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1160 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1160 | TotalCreditsAndPayments |
| Overpayment | 665 | Overpayment |
| Amount Credited To Next Year | 665 | AmountCreditedToNextYear |
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 |
| 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 | Boca Raton | FL | 33486 | Director/President | 0 | 0 | 0 | 0 |
| kevin j calhoun | ||||||||
| 5200 Town Center Circle | Boca Raton | FL | 33486 | director/secretary | 0 | 0 | 0 | 0 |
| Rodger R Krouse | ||||||||
| 5200 Town Center Circle | Boca Raton | FL | 33486 | Director/Treasurer | 0 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
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 | 849308 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 10297 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 859605 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 859605 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12894 | CashDeemedCharitable |
| Net Noncharitable Assets | 846711 | NetNoncharitableAssets |
| Minimum Investment Return | 42336 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42336 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 495 | TaxBasedOnInvestmentIncome |
| Total Tax | 495 | TotalTax |
| Distributable Amount Before Adj | 41841 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 41841 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 41841 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 735703 | 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 | 735703 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 495 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 735208 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 41841 | DistributableAmountAsAdjusted |
| Prior Year1 | 2009 | PriorYear1 |
| Prior Year2 | 2008 | PriorYear2 |
| Prior Year3 | 2007 | PriorYear3 |
| Excess Distri Carryover Year1 | 0 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 735703 | QualifyingDistributions |
| Applied To Current Year | 41841 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 693862 | RemainingDistriFromCorpus |
| Total Corpus | 693862 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 693862 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 0 | ExcessFromYear1 |
| Excess From Current Year | 693862 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NA | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 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 | $500,000 |
| SMU COX SCHOOL OF BUSINESS | |||||||
| 6212 BISHOP BLVD | DALLAS | TX | 75275 | n/a | 509(a)(1) | GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 735000 | TotGrantOrContriPaidDuringYear |
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 | $19,296 | 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 | $33,316 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,612 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 52612 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $1,283 | Amount |
| Net Investment Income | 641 | NetInvestmentIncome |
| Disbursements Charitable Prps | 642 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sun Capital Partners Foundation | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5200 Town Center Circle 600 | AddressLine1 |
| City | Boca Raton | City |
| State | FL | State |
| ZIP Code | 33486 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Date | 2012-09-14 | GrantDate |
| Grant | $500,000 | GrantAmount |
| Grant Purpose | To fund employee matching contribution program | GrantPurpose |
| Amount Expended By Grantee | 500000 | AmountExpendedByGrantee |
| Any Diversion By Grantee | NO | AnyDiversionByGrantee |
| Dates Of Reports By Grantee | 09/14/2012 | DatesOfReportsByGrantee |
| Date Of Verification | 2012-09-14 | DateOfVerification |
| Results Of Verification | Marc J. Leder Foundation has verified that the grant was used appropriately for the tax exempt purpose for which it was given. | ResultsOfVerification |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| WILLIS NORTH AMERICA INC | 56980 | 56980 |
| SUNCOR ENERGY INC | 58849 | 58849 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (18 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| TJX COS INC | 26874 | 26874 |
| YUM BRANDS INC | 26536 | 26536 |
| AUTOZONE INC | 18484 | 18484 |
| NIKE INC-CLASS B | 14236 | 14236 |
| MCKESSON CORP | 21507 | 21507 |
| UNITED HEALTH GROUP INC | 13853 | 13853 |
| SCHLUMBERGER LTD | 18082 | 18082 |
| NOBLE CORP | 17890 | 17890 |
| OIL STS INTL INC | 15892 | 15892 |
| ACE LIMITED | 18900 | 18900 |
| UNITED TECHNOLOGIES CORP | 15658 | 15658 |
| GOOGLE INC-CL A | 37725 | 37725 |
| APPLE INC | 33355 | 33355 |
| MASTERCARD INC CL A | 22574 | 22574 |
| ACCENTURE PLC CL A | 21009 | 21009 |
| ORACLE CORPORATION | 18876 | 18876 |
| AUTOMATIC DATA PROCESSING INC | 5867 | 5867 |
| AMERICAN TOWER CORP REIT | 12493 | 12493 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Securities EOY Book Val | 54227 | StateLocalSecuritiesEOYBookVal |
| State Local Securities EOYFMV | 54227 | StateLocalSecuritiesEOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CASH IN TRANSIT | Description |
| EOY Book Value | -54 | EOYBookValue |
| EOYFMV | -54 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LICENSE FEES | Description |
| Revenue And Expenses Per Books | 61 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 61 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ENBRIDGE ENERGY PARTNERS, ORDINARY LOSS | Description |
| Net Investment Income | -979 | NetInvestmentIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN | Description |
| Amount | $104,605 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | Category |
| Amount | $6,552 | Amount |
| Net Investment Income | 6359 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | Category |
| Amount | $2,780 | Amount |