EMES FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EMES FOUNDATION INC (EIN 11-3640577)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-14
- IRS object ID
- 202601959349100020
- Schema version
- 2024v5.5
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-14T18:29:31-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113640577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMES | BusinessNameControlTxt |
| Phone | 7188377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET 201 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL SCHARF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7188377700 | PhoneNum |
| Signature | 2026-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENZION SPIELMAN | PreparerPersonNm |
| PTIN | P00849535 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2026-07-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,532,134 | 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 | $70,462 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,119 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,119 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $97,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $97,711 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $178,681 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $178,681 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $178,681 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $15,718 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,019 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,718 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $530 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $371,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $300,229 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $119 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $19 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,529 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,144 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $799,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $799,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $815,629 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,144 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $799,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$444,408 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $296,085 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $393,165 | CashBOYAmt |
| Cash EOY | $49,704 | CashEOYAmt |
| Cash EOYFMV | $49,704 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $87,076 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,105,638 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,105,638 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $120,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $445,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $120,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $120,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $214,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $532,916 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $532,916 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,808,358 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,843,023 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,843,023 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,324,115 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,880,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,880,853 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,271,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,532,134 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,532,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,271,954 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,532,134 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,271,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,532,134 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,271,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,532,134 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,271,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$444,408 | ExcessRevenueOverExpensesAmt |
| Other Increases | $704,588 | OtherIncreasesAmt |
| Subtotal | $9,532,134 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,532,134 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $92,019 | GrossSalesPriceAmt |
| Cost Or Other Basis | $76,301 | CostOrOtherBasisAmt |
| Gain Or Loss | $15,718 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $15,718 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,718 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,116 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,116 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,116 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,084 | OverpaymentAmt |
| Applied To ES Tax | $3,084 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MANUEL SCHARF | IndividualWithBooksNm |
| Phone | 7188377700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MANUEL SCHARF | ||||||||
| 1575 50TH STREET | BROOKLYN | NY | 11219 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHAVA SCHARF | ||||||||
| 1575 50TH STREET | BROOKLYN | NY | 11219 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| YISROEL SCHARF | ||||||||
| 1672 57TH STREET | BROOKLYN | NY | 11204 | SECRETARY/TREASURER & DIR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $469,678 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $387,638 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,376,792 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,234,108 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,234,108 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $138,512 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,095,596 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $454,780 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $454,780 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,116 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,116 | TotalTaxAmt |
| Distributable Before Adj | $450,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $450,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $450,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $799,100 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $799,100 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $450,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $196,543 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,215,521 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $583,760 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $652,805 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $158,523 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,807,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $799,100 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $450,664 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $348,436 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,155,588 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $196,543 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,959,045 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,215,521 | ExcessFromYear4Amt |
| Excess From Year3 | $583,760 | ExcessFromYear3Amt |
| Excess From Year2 | $652,805 | ExcessFromYear2Amt |
| Excess From Year1 | $158,523 | ExcessFromYear1Amt |
| Excess From Current Year | $348,436 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONGREGATION MACHNA SHALVA | ||||||
| 4403 15TH AVE STE 514 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $320,000 |
| LEVUSHEI YEHUDA INC | ||||||
| 5 ORCHARD CT | LAKEWOOD | NJ | 08701 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $136,000 |
| CONG AHAVAS TZDOKAH VCHESED | ||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $75,000 |
| BINYAN YERUSHLAIM | ||||||
| 1274 49TH ST SUITE 248 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $66,000 |
| CONGREGATION ZICHRON SHLOMO | ||||||
| 262 PARK AVE | PASSAIC | NJ | 07055 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $53,600 |
| TZIDKAS ERETZ HAKODESH | ||||||
| 4600 14TH AVE APT 2B | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $46,000 |
| CONG SHAAREI SIMCHA | ||||||
| 183 WILSON ST PMB 155 | BROOKLYN | NY | 11211 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $36,000 |
| CONG MISHNAH SHELI INC | ||||||
| 1274 49TH STREET 360 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $36,000 |
| CONGREGATION SHAAREI CHESED | ||||||
| 92 SADDLE RIVER ROAD | MONSEY | NY | 10952 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $25,000 |
| CONG TAMAR OF MONSEY | ||||||
| 95 DYKSTRAS WAY E 93 | MONSEY | NY | 10952 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $5,000 |
| TOMCHE SHABBOS OF BORO PARK AND FLATBUSH INC | ||||||
| 4712 FORT HAMILTON PKWY | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $799,100 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,119 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,711 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $178,681 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $530 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,718 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $530 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $300,229 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $300,759 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| IS-MS ASSOCIATES LLC | ||||||
| 1 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $64,000 | Yes (X) |
| LEVANA HOLDING LLC | ||||||
| 2 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $6,300 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,250 | Amt |
| Net Investment Income | $4,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMES MS, INC | $24,870 | $24,870 |
| ABB LTD ADR | $23,414 | $23,414 |
| ACCELLERON INDS LDT | $1,346 | $1,346 |
| INVESCO QQQ TRUST SERIES 1 (QQQ) | $300,185 | $300,185 |
| SPDR S&P 500 ETF TRUST (SPY) | $123,243 | $123,243 |
| PRETIUM LEGAL OPPORTUNITIES OFFSHORE FUND LP | $59,858 | $59,858 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAR I HOLDINGS LLC | AT COST | $1,529,786 | $1,529,786 |
| LV LLC | AT COST | $457,230 | $457,230 |
| SL PRUDENTIAL MANAGING MEMBER LLC | AT COST | $8,443 | $8,443 |
| SL PRUDENTIAL REALTY INVESTOR LLC | AT COST | $35,592 | $35,592 |
| OPUS FUND INTERNATIONAL LTD DIVERSIFIED CLASS LTD | FMV | $606,749 | $606,749 |
| OPUS FUND INTERNATIONAL LTD CLASS K | FMV | $555,728 | $555,728 |
| OPUS FUND INTERNATIONAL LTD CLASS PS | FMV | $551,990 | $551,990 |
| CHENIERE ENERGY PARTNERS, L.P. | FMV | $28,525 | $28,525 |
| OPUS FUND INTERNATIONAL LTD CLASS H | FMV | $106,810 | $106,810 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $19 | $19 | $0 |
| OFFICE EXPENSE | $100 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ORDINARY GAIN FROM PARTNERSHIPS | Desc |
| Revenue And Expenses Per Books | $530 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $530 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $704,588 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FRANCHISE TAX | $775 | $0 | $0 |
| FEDERAL TAX | $7,385 | $0 | $0 |
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