HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HAROLD AND ELAINE FRIEDLAND FAMILY FOUNDATION (EIN 23-2841007)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-10
- IRS object ID
- 201142229349100304
- Schema version
- 2010v3.4
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-10T14:35:54-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHECHTMAN MARKS DEVOR PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET STREET SUITE 500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232841007 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAROLD & ELAINE FRIEDLAND FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HARO | NameControl |
| Phone | 2154969200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SMD PC 2000 MARKET STREET NO | AddressLine1 |
| Address Line2 | 500 | AddressLine2 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ELAINE FRIEDLAND | Name |
| Title | TRUSTEE | Title |
| Phone | 2154969200 | Phone |
| Date Signed | 2011-08-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154969200 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1272371 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 11327 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 11327 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -2359 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 187923 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 8968 | TotalRevenueAndExpenses |
| Total Net Investment Income | 11327 | 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 |
| Oth Empl Slrs Wgs Rev And Expnss | 10000 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 3335 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 6665 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 7090 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3545 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1411 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 471 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 940 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 639 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 639 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 19140 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7990 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7605 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 75936 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 75936 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 95076 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7990 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 83541 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -86108 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 3337 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 12519 | CashBOY |
| Cash EOY | 10389 | CashEOY |
| Cash EOYFMV | 10389 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1109173 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 437302 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 437302 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 88089 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 340742 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 370808 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 93861 | InvestmentsOtherBOY |
| Investments Other EOY | 429101 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 453872 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1303642 | TotalAssetsBOY |
| Total Assets EOY | 1217534 | TotalAssetsEOY |
| Total Assets EOYFMV | 1272371 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1303642 | CapitalStockBOY |
| Capital Stock EOY | 1217534 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | 0 | RetainedEarningsEOY |
| Total Net Assets BOY | 1303642 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1217534 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1303642 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1217534 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1303642 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -86108 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1217534 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1217534 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | HAVERFORD TRUST PER ATTCH SCH | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 187923 | GrossSalesPrice |
| Cost Or Other Basis | 190282 | CostOrOtherBasis |
| Gain Or Loss | -2359 | GainOrLoss |
| Gains Minus Excess Or Losses | -2359 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -2359 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 89743 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1518952 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.059082 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 88368 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2216210 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039873 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 116757 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2685056 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.043484 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 123535 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2606003 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047404 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 136310 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2586484 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.052701 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.242544 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048509 | AverageDistributionRatio |
| Net Noncharitable Assets | 1270096 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 61611 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 33 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 61644 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 83541 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 33 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 33 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 33 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 1520 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 1520 | TotalCreditsAndPayments |
| Overpayment | 1487 | Overpayment |
| Amount Credited To Next Year | 1487 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | 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 Person Name | SHECHTMAN MARKS DEVOR PC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2154969200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST-SUITE 500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| ELAINE FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | TRUSTEE/HOURS AS REQUIRED | 0.00 | 0 | 0 | 0 |
| HAROLD J FRIEDLAND | ||||||||
| 16420 MADDALENA PLACE | DELRAY BEACH | FL | 33446 | TRUSTEE/HOURS AS REQUIRED | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTRIBUTIONS TO PUBLIC CHARITABLE ORGANIZATIONS SEE ATTACHED SCHEDULE FOR NAMES AND AMOUNTS OF CONTRIBUTIONS TOTAL $75936 | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Amount1 | 0 | Amount1 |
| All Oth Prog Rltd Investments Total | 0 | AllOthProgRltdInvestmentsTotal |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 504746 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 784692 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1289438 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1289438 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 19342 | CashDeemedCharitable |
| Net Noncharitable Assets | 1270096 | NetNoncharitableAssets |
| Minimum Investment Return | 63505 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 63505 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 33 | TaxBasedOnInvestmentIncome |
| Total Tax | 33 | TotalTax |
| Distributable Amount Before Adj | 63472 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 63472 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 63472 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 83541 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 83541 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 33 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 83508 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 63472 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 69117 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 83541 | QualifyingDistributions |
| Applied To Year1 | 69117 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 14424 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | 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 | 49048 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MRS DENISE COHEN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 104-106 DELANCEY PLACE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2156259396 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATIONS SPECIFYING PURPOSE OF CONTRIBUTION REQUESTED | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| ABRAMSON CENTER FOR JEWISH LIFE | |||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19040 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $21,810 |
| ADDISON RESERVE CANCER UNIT | |||||
| C/O ADDISON RESERVE COMMUNITY | DELRAY BEACH | FL | 33446 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $12,830 |
| ISRAEL CHILDREN'S CENTER | |||||
| 3275 W HILLSBORO BLVD 102 | DEERFIELD BEACH | FL | 33442 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $250 |
| WOODFIELD CANCER RESEARCH UNIT | |||||
| WOODFIELD COUNTRY CLUB | BOCA RATON | FL | 33431 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $1,200 |
| HADASSAH | |||||
| 50 W 58TH ST | NEW YORK | NY | 10019 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $1,450 |
| CHILDREN'S HOSPITAL (CIRCLE OF CARE) | |||||
| 4800 SAND POINT WAY NE | SEATTLE | WA | 98105 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $10,000 |
| AE HOLOCUST FUND | |||||
| 100 WELLESLEY ST W | TORONTO | CA | 08550 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $500 |
| FRANKLIN INSTITUTE SCIENCE MUSEUM | |||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $1,000 |
| FRIENDS OF KOL HANESHAMA | |||||
| 6115 S W HINDS ST | SEATTLE | WA | 98104 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $250 |
| FRIENDS OF RITTENHOUSE SQUARE | |||||
| 210 W RITTENHOUSE SQUARE BOX 1308 | PHILADELPHIA | PA | 19103 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $2,100 |
| JEWISH ADOPTION FOSTER CARE | |||||
| 4200 NORTH UNIVERSITY DRIVE | SUNRISE | FL | 33351 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $5,775 |
| JEWISH FEDERATION OF SOUTH PALM BEACH COUNTY | |||||
| 4601 COMMUNITY DRIVE | WEST PALM BEACH | FL | 33417 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $14,341 |
| RONALD MC DONALD HOUSE | |||||
| 3925 CHESTNUT ST | PHILADELPHIA | PA | 19146 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $150 |
| PLAY FOR PINK | |||||
| 60 E 56TH ST | NEW YORK | NY | 10022 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $145 |
| ARTHUR ASHE YOUTH TENNIS | |||||
| 4742 RIDGE AVE | PHILADELPHIA | PA | 19129 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $250 |
| DAMON RUNYON CANCER RESEARCH FD | |||||
| 55 BROADWAY SUITE 302 | NEW YORK | NY | 10006 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $525 |
| MUSCULAR DYSTROPHY ASSO | |||||
| 2500 QUANTUM LAKES DRIVE 212 | BOYNTON BEACH | FL | 33426 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $50 |
| RODEPH SHALOM | |||||
| 615 NORTH BROAD ST | PHILADELPHIA | PA | 19123 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $500 |
| PENN CHARTER SCHOOL | |||||
| 3800 WEST SCHOOL HOUSE LANE | PHILADELPHIA | PA | 19144 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $300 |
| PAL | |||||
| 2000 S 20TH ST | PHILADELPHIA | PA | 19103 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $250 |
| GREATER BOCA RATON CANCER UNIT | |||||
| 701 NW 13TH ST | BOCA RATON | FL | 33486 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $650 |
| CHILDREN'S ALLIANCE | |||||
| 718 6TH AVE SOUTH | SEATTLE | WA | 98104 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $500 |
| PHILADELPHIA ZOO | |||||
| 3400 GIRARD AVE | PHILADELPHIA | PA | 19104 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $110 |
| BOCA WEST CANCER UNIT | |||||
| 20583 BOCA WEST DRIVE | BOCA RATON | FL | 33434 | FURTHERANCE OF STATED PURPOSES OF ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 75936 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,327 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$2,359 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $8,968 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 8968 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $7,090 | Amount |
| Net Investment Income | 3545 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Oth Prog Rltd Investments AllOthProgRltdInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NONE | Description |
| Amount | $0 | Amount |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | CORPORATE STOCK | NameOfStock |
| EOY Book Value | 340742 | EOYBookValue |
| EOYFMV | 370808 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (2 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | 179101 | 203872 |
| CERTIFICATE OF DEPOSIT | AT COST | 250000 | 250000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT ADVISORY FEES | Description |
| Revenue And Expenses Per Books | 639 | RevenueAndExpensesPerBooks |
| Net Investment Income | 639 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | Category |
| Amount | $1,411 | Amount |
| Net Investment Income | 471 | NetInvestmentIncome |
| Disbursements Charitable Prps | 940 | DisbursementsCharitablePrps |