A & H SHAMAH FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- A & H SHAMAH FAMILY FOUNDATION INC (EIN 47-2425815)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-06-26
- IRS object ID
- 202621779349100812
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-26T12:42:17-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464133700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LMC ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 BROADWAY SUITE 1710 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472425815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&H SHAMAH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | A&HS | BusinessNameControlTxt |
| Phone | 9178926111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET 802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SHAMAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178926111 | PhoneNum |
| Signature | 2026-06-11 | 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 | LEE M COHEN CPA | PreparerPersonNm |
| PTIN | P00057568 | PTIN |
| Phone | 2129672300 | PhoneNum |
| Preparation | 2026-06-11 | 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 | $8,600,790 | 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 | $2,109,604 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $494,942 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $494,942 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $463,801 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,450,647 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,581,354 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,068,347 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,076,296 | 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 |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,981 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,561 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,983 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $449,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $449,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $564,983 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $449,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,503,364 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,960,733 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,799 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,678 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,678 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,189,540 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $701,980 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $740,792 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,951,209 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,779,650 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,765,320 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,182,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,576,308 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,600,790 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $109,604 | LoansFromOfficersBOYAmt |
| Total Liabilities BOY | $109,604 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,072,944 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,576,308 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,072,944 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,576,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,182,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,576,308 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,072,944 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,503,364 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,576,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,576,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,264,346 | $1,266,140 | -$1,794 | -$1,794 | |
| PUBLICLY TRADED SECURITIES | $506,000 | $493,432 | $12,568 | $12,568 | |
| PUBLICLY TRADED SECURITIES - JHEQX | $357,148 | $237,702 | $119,446 | $119,446 | |
| PUBLICLY TRADED SECURITIES - BERKSHIRE HTWY | $765,971 | $191,550 | $574,421 | $574,421 | |
| PUBLICLY TRADED SECURITIES - BERKSHIRE HTWY | $711,300 | $210,150 | $501,150 | $501,150 | |
| PUBLICLY TRADED SECURITIES - XCAPX | $842,207 | $470,319 | $371,888 | $371,888 | |
| CAPITAL GAINS DISTRIBUTIONS - CS #7441 | $3,675 | $3,675 | $3,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,581,354 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,254 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,254 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,254 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,428 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $19,900 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,328 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $74 | OverpaymentAmt |
| Applied To ES Tax | $74 | 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 | ALAN SHAMAH | IndividualWithBooksNm |
| Phone | 9178926111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET 802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 0 | BusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| HELENE SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSEPH SHAMAH | ||||||||
| 1393 EAST 7TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $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 | $8,282,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $224,240 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,506,944 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,506,944 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,604 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,379,340 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $418,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $418,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,254 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,254 | TotalTaxAmt |
| Distributable Before Adj | $391,713 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $391,713 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $391,713 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $449,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $449,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $391,713 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $192,889 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $48,306 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $210,702 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $659,316 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,111,213 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $449,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $391,713 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,287 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,168,500 | 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 | $192,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $975,611 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $48,306 | ExcessFromYear3Amt |
| Excess From Year2 | $210,702 | ExcessFromYear2Amt |
| Excess From Year1 | $659,316 | ExcessFromYear1Amt |
| Excess From Current Year | $57,287 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN SHAMAH | ContributingManagerNm |
| Contributing Manager | JOSEPH SHAMAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARKAI FOUNDATION | |||||||
| 5302 21ST AVE | BROOKLYN | NY | 11204 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $250,000 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET 7TH FL | NEW YORK | NY | 10001 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $100,000 |
| MAGEN DAVID YESHIVAH | |||||||
| 2130 MCDONALD AVE | BROOKLYN | NY | 11223 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $30,000 |
| THE SPECIAL CHILDREN CENTER | |||||||
| 2221 OCEAN AVE | BROOKLYN | NY | 11229 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $26,000 |
| THE RABBI SACKS LEGACY CORPORATION | |||||||
| 1441 BROADWAY SUITE 6071 | NEW YORK | NY | 10018 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $25,000 |
| CHABAD LUBAVITCH WORLD HEADQUARTERS | |||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $5,000 |
| ELEPHANT FAMILY USA INC | |||||||
| 130 W 79TH ST APT 16A | NEW YORK | NY | 10024 | NONE | PC | UNRESTRICTED CHARITABLE PURPOSE | $13,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $449,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $494,942 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $463,801 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $958,743 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $958,743 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| 2016 JOSEPH SHAMAH FAMILY TRUST | |||||||
| 1 | 1393 EAST 7 STREET | BROOKLYN | NY | 11230 | $687,442 | Yes (X) | Yes (X) |
| ALAN SHAMAH | |||||||
| 2 | 949 E 8TH STREET | BROOKLYN | NY | 11230 | $1,109,604 | Yes (X) | |
| JOSEPH SHAMAH | |||||||
| 3 | 1393 EAST 7 STREET | BROOKLYN | NY | 11230 | $312,558 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 100 SHARES OF BERKSHIRE HATHAWAY STOCK | NoncashPropertyDesc |
| Fair Market Value | $687,442 | FairMarketValueAmt |
| Received | 2024-12-24 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 48,669.1840 SHS OF CCLFX | $519,396 | $513,947 |
| 24,779.7470 SHS OF STBJX | $642,190 | $620,733 |
| 158,010.6510 SHS OF OOSYX | $1,025,000 | $1,019,169 |
| 26,409.5370 SHS OF CORFX | $540,000 | $524,758 |
| 43,076.8720 SHS OF AXSIX | $384,760 | $386,830 |
| 51,861.0900 SHS OF RCIRX | $491,451 | $504,090 |
| 54,268.467 SHS OF AGDYX | $347,828 | $384,221 |
| 55,680.2580 SHS OF CPITX | $615,148 | $626,960 |
| 23,204.7210 SHS OF CRDIX | $514,303 | $523,499 |
| 23,049.9630 SHS OF FECRX | $525,000 | $517,011 |
| 38,052.9980 SHS OF AAIDX | $778,000 | $782,750 |
| 73,182.9090 SHS OF CAPIX | $780,000 | $780,130 |
| 55,987.3200 SHS OF PCOFX | $535,000 | $500,527 |
| 3,032.4880 SHS OF NICHX | $81,574 | $80,695 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $701,980 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $740,792 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $115,561 | $115,561 | $0 |
| FILING FEES | $420 | $0 | $0 |
Comments