PORTEN FAMILY FOUNDATION INC: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PORTEN FAMILY FOUNDATION INC (EIN 52-2007334)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-15
- IRS object ID
- 201333199349100818
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-15T14:00:44-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521022232 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER COHN PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11200 ROCKVILLE PIKE SUITE 415 | AddressLine1 |
| City | NORTH BETHESDA | City |
| State | MD | State |
| ZIP Code | 20852 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522007334 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PORTEN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PORT | NameControl |
| Phone | 3018810040 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 N SWINTON AVENUE | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33444 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HERMAN I PORTEN | Name |
| Title | DIRECTOR | Title |
| Phone | 3018810040 | Phone |
| Date Signed | 2013-11-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAURAN I PENN | Name |
| PTIN | P00086898 | PTIN |
| Phone | 3016526700 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 97143 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 10000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 3 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1658 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1658 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 7093 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 27136 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 7093 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 160 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 160 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 18914 | TotalRevenueAndExpenses |
| Total Net Investment Income | 8914 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2500 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 1250 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1250 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 32 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 16 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 16 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 163 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 82 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 81 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 2695 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1348 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 1347 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 38450 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 38450 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 41145 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1348 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 39797 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -22231 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 7566 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25806 | CashBOY |
| Cash EOY | 19837 | CashEOY |
| Cash EOYFMV | 19837 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 911 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 2577 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 2577 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 79308 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 61380 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 74729 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 106025 | TotalAssetsBOY |
| Total Assets EOY | 83794 | TotalAssetsEOY |
| Total Assets EOYFMV | 97143 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 106025 | RetainedEarningsBOY |
| Retained Earnings EOY | 83794 | RetainedEarningsEOY |
| Total Net Assets BOY | 106025 | TotalNetAssetsBOY |
| Total Net Assets EOY | 83794 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 106025 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 83794 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 106025 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -22231 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 83794 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 83794 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (7 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 95.78 SHARES GS HIGH YIELD FUND INSTITUTIONAL SHARES | P | 2010-03-18 | 2012-04-12 | 680 | 676 | 4 | 4 |
| 454.55 SHARES GS CONCENTRATED GROWTH FUND CLASS A | P | 2009-04-08 | 2012-10-05 | 7000 | 3900 | 3100 | 3100 |
| 748.36 SHARES GS CORE FIXED INCOME FUND INSTITUTIONAL | P | 2009-04-08 | 2012-10-05 | 8000 | 6223 | 1777 | 1777 |
| 579.71 SHARES GS INTERNATIONAL EQUITY DIVIDEND & PREMIUM INSTITUTIONAL | P | 2009-10-09 | 2012-10-05 | 4000 | 4483 | -483 | -483 |
| 390.93 SHARES GS LARGE CAP VALUE FUND CLASS A | P | 2009-04-08 | 2012-10-05 | 5000 | 3112 | 1888 | 1888 |
| 125.71 SHARES GS SMALL/MID-CAP GROWTH FUND CLASS A | P | 2010-03-08 | 2012-10-05 | 2000 | 1649 | 351 | 351 |
| CAPITAL GAINS DIVIDENDS | P | 456 | 456 | 456 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 7093 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 34688 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 110372 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.314283 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 18989 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 126077 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.150614 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 23847 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 127052 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.187695 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26131 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 206334 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.126644 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 35318 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 261515 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.135052 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.914288 | TotalDistributionRatio |
| Average Distribution Ratio | 0.182858 | AverageDistributionRatio |
| Net Noncharitable Assets | 105954 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 19375 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 76 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 19451 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 39797 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 76 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 76 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 76 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | MD | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 3018810040 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 N SWINTON AVENUE | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 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 |
|---|---|---|---|---|---|---|---|---|
| HERMAN I PORTEN | ||||||||
| 138 N SWINTON AVENUE | DELRAY BEACH | FL | 33444 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| REGINA H PORTEN | ||||||||
| 138 N SWINTON AVENUE | DELRAY BEACH | FL | 33444 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| STEPHEN L PORTEN | ||||||||
| 138 N SWINTON AVENUE | DELRAY BEACH | FL | 33444 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| NANCI P JAMES | ||||||||
| 138 N SWINTON AVENUE | DELRAY BEACH | FL | 33444 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| SCOTT B PORTEN | ||||||||
| 138 N SWINTON AVENUE | DELRAY BEACH | FL | 33444 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 89566 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 18002 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 107568 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 107568 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1614 | CashDeemedCharitable |
| Net Noncharitable Assets | 105954 | NetNoncharitableAssets |
| Minimum Investment Return | 5298 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5298 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 76 | TaxBasedOnInvestmentIncome |
| Total Tax | 76 | TotalTax |
| Distributable Amount Before Adj | 5222 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5222 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5222 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 39797 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 39797 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 76 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 39721 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5222 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 22542 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 16038 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 17542 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 12789 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 29317 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 98228 | TotalExcessDistriCarryover |
| Qualifying Distributions | 39797 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5222 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 34575 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 132803 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 22542 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 110261 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 16038 | ExcessFromYear4 |
| Excess From Year3 | 17542 | ExcessFromYear3 |
| Excess From Year2 | 12789 | ExcessFromYear2 |
| Excess From Year1 | 29317 | ExcessFromYear1 |
| Excess From Current Year | 34575 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (10 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| 211 PALM BEACHTREASURE COAST | ||||||||
| PO BOX 3588 | LANTANA | FL | 33465 | NONE | PUBLIC CHARITY | GENERAL | $350 | |
| ARMORY ART CENTER | ||||||||
| 1700 PARKER AVENUE | WEST PALM BEACH | FL | 33401 | NONE | PUBLIC CHARITY | GENERAL | $3,600 | |
| JEWISH FEDERATION OF PALM BEACH COUNTY | ||||||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PUBLIC CHARITY | GENERAL | $3,000 | |
| NATIONAL MUSUEM OF WOMEN IN THE ARTS | ||||||||
| 1250 NEW YORK AVE NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL | $7,500 | |
| MPN | ||||||||
| 180 NORTH MICHIGAN AVENUE SUITE | CHICAGO | IL | 60601 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | 1870 |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE 3RD FLOOR | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | GENERAL | $2,000 | |
| GIS - U OF MD | ||||||||
| 2181 SAMUEL J LEFRAK HALL | COLLEGE PARK | MD | 20742 | NONE | PUBLIC CHARITY | GENERAL | $10,000 | |
| CHILDHELP INC | ||||||||
| 15757 N 78TH STREET SUITE B | SCOTTSDALE | AZ | 85260 | NONE | PUBLIC CHARITY | GENERAL | $9,000 | |
| BROOKINGS | ||||||||
| 1775 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| THE CHURCHILL CENTRE | ||||||||
| P O BOX 945 | DOWNERS GROVE | IL | 60515 | NONE | PUBLIC CHARITY | GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 38450 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,658 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $160 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $7,093 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,914 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8914 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | HERMAN I PORTEN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 138 N SWINTON AVENUE | AddressLine1 |
| City | DELRAY BEACH | City |
| State | FL | State |
| ZIP Code | 33444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 10000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $2,500 | Amount |
| Net Investment Income | 1250 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1250 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 61380 | EOYBookValue |
| EOYFMV | 74729 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK CHARGES | 146 | 73 | 73 |
| GOLDMAN SACHS INVESTMENT FEES | 17 | 9 | 8 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Revenue And Expenses Per Books | 160 | RevenueAndExpensesPerBooks |
| Net Investment Income | 160 | NetInvestmentIncome |
| Adjusted Net Income | 160 | AdjustedNetIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROPERTY TAXES | Category |
| Amount | $32 | Amount |
| Net Investment Income | 16 | NetInvestmentIncome |
| Disbursements Charitable Prps | 16 | DisbursementsCharitablePrps |