FURP.ORG / PUBLIC DATA EXPLORER

ABC CHARITABLE FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
ABC CHARITABLE FOUNDATION (EIN 13-4092579)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-14
IRS object ID
202401359349104800
Schema version
2023v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T14:44:30-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ISAAC GOLDSTEINBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12918 AVE LAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134092579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABC CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHAVA BISTRITZKYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlABCCBusinessNameControlTxt
Phone2128646501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVE 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAVA BISTRITZKYPersonNm
Person TitlePRESPersonTitleTxt
Phone2128646501PhoneNum
Signature2024-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHAVAPersonFirstNm
Person LastBISTRITZKYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISAAC GOLDSTEINPreparerPersonNm
PTINP00142502PTIN
Phone7183383882PhoneNum
Preparation2024-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,168,477FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$20,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,669DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,669DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$14,084NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$92,708GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$14,084CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$54,753TotalRevAndExpnssAmt
Total Net Invst Incm$34,753TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$1,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$10,253OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,253TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$20,820ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$20,820ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$32,073TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$20,820TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$22,680ExcessRevenueOverExpensesAmt
Net Investment Income$34,753NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$119,525CashBOYAmt
Cash EOY$117,226CashEOYAmt
Cash EOYFMV$117,226CashEOYFMVAmt
Sav And Temp Cash Invst BOY$17,570SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$19,980SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$19,980SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$650,444CorporateStockBOYAmt
Corporate Stock EOY$655,481CorporateStockEOYAmt
Corporate Stock EOYFMV$730,302CorporateStockEOYFMVAmt
Corporate Bonds BOY$287,446CorporateBondsBOYAmt
Corporate Bonds EOY$305,796CorporateBondsEOYAmt
Corporate Bonds EOYFMV$265,138CorporateBondsEOYFMVAmt
Other Investments BOY$33,856OtherInvestmentsBOYAmt
Other Investments EOY$33,038OtherInvestmentsEOYAmt
Other Investments EOYFMV$35,831OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,108,841TotalAssetsBOYAmt
Total Assets EOY$1,131,521TotalAssetsEOYAmt
Total Assets EOYFMV$1,168,477TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,108,841RetainedEarningBOYAmt
Retained Earning EOY$1,131,521RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,108,841TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,131,521TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,108,841TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,131,521TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,108,841TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$22,680ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,131,521SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,131,521TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MANAGED PORTFOLIO SERIES ECOFIN GLOBAL WATER ESG FUNDP2022-08-312023-01-19$16,538$15,652$886$886
IMPAX GLOBAL ENVIRONMENTAL MRKT FD INSTCP2023-01-202023-02-17$206$201$5$5
AB DISCOVERY VALUE FUNDP2021-01-042023-08-31$1,073$1,036$37$37
BLACKROCK EVENT DRIVEN EQUITY FUND INSTL CLP2021-01-042023-08-31$753$765-$12-$12
CALVERT FD INCOME FD CL IP2021-01-042023-02-17$930$1,115-$185-$185
DELAWARE GROUP GLOBAL & IN FDS EMERGING MARKETS FD CL RP2021-01-042023-11-30$821$1,074-$253-$253
FEDERATED HRMS INSTL HIYD CL R6P2021-01-042023-08-31$475$556-$81-$81
FUNDVANTAGE TR POLEN GROWTH FD INSTL CLP2021-01-042023-11-30$6,246$7,077-$831-$831
HARTFORD MUT FDS INC MIDCAP FD CL FP2021-01-042023-02-17$140$180-$40-$40
WCM FOCUSED INTERNATION GROWTH INSTITUTIONALP2021-01-042023-05-31$1,638$1,847-$209-$209
JPMORGAN TR I MID CAP EQUITY FD CL R6P2021-01-042023-08-31$472$479-$7-$7
JPMORGAN TR I INCOME FD CL R6P2021-01-042023-02-17$367$415-$48-$48
JPMORGAN TR I HEDGED EQUITY FD CL R6P2021-01-042023-08-31$1,596$1,439$157$157
JANUS INVT FD HENDERSON GLBL LIFE SCNCS CLP2021-01-042023-05-31$2,635$2,732-$97-$97
JOHN HANCOCK FDS III DISCIPLINED VALUE FD CL R6P2021-01-042023-11-30$6,544$6,249$295$295
JPMORGAN TR I LARGE CAP GROWTH FD CL R6P2021-01-042023-11-30$7,555$8,081-$526-$526
JPMORGAN TR II MTG BACKED SECS FD ULTRA CLP2021-01-042023-05-19$326$370-$44-$44
MASSACHUSETTS INVS TR SH BEN INT CL R6P2021-01-042023-11-30$2,635$2,712-$77-$77
NEUBERGER BERMAN EQUITY FD GENESIS FD CL R6P2021-01-042023-08-31$558$632-$74-$74
NUVEEN INVT TR V NUVEEN PFD SECS & INCM FD R6P2021-01-042023-11-30$1,274$1,461-$187-$187
ROWE T PRICE BLUE CHIP GROWTH FD INC CL IP2021-01-042023-11-30$11,519$12,797-$1,278-$1,278
ROWE T PRICE INTL FDS INC NEW ASIA FD CL IP2021-01-042023-02-17$571$790-$219-$219
ROWE T PRICE INTL FDS INC EMERGING MARKETS BD FD CL IP2021-01-042023-11-30$1,044$1,359-$315-$315
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUNDP2021-01-042023-11-30$1,446$1,188$258$258
VANGUARD INFLATION PROTECT SECURITIES FUND ADMIRAL CLP2021-01-042023-05-19$237$279-$42-$42
ALLSPRING SPECIAL MID CAP VALUE FUND CL R6P2021-01-042023-08-31$865$804$61$61
WASH SALEP2021-01-042023-11-30$472$472$472
SELECT SECTOR SPDR TRUST THE HEALTH CARE SELECT SECTO SPDR FUNDP2021-01-042023-08-31$529$448$81$81
SELECT SECTOR SPDR TRUST THE TECHNOLOGY SELECT SECTOR SPDR FUNDP2021-01-042023-11-30$3,865$2,931$934$934
VANECK ETF TRUST VANECK GOLD MINERS ETFP2021-01-042023-11-30$2,159$2,807-$648-$648
WCM FOCUSED GLOBAL GROWTH CL INSTLP2021-01-042023-11-30$966$1,148-$182-$182
CAPITAL GAINS DIVIDENDSP$16,253$16,253$16,253
FieldValueIRS element (for citing)
Capital Gain Net Income$14,084CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$483InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$483SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$483TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCHAVA BISTRITZKYIndividualWithBooksNm
Phone2128646501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVENUE 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CHAVA BISTRITZKY
845 WEST END AVENEW YORKNY10025PRES0.00$0$0$0
ISSACHAR BISTRITZKY
4815-15TH AVEBROOKLYNNY11219VP0.00$0$0$0
ISAAC BISTRITZKY
1574-48TH STREETBROOKLYNNY11219SEC0.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ORGANIZATION ENGAGED IN RELIGIOUS, EDUCATIONAL AND OTHER CHARITABLE PURPOSESDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$120,000AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$120,000TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$120,000AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,800CashDeemedCharitableAmt
Net Vl Noncharitable Assets$118,200NetVlNoncharitableAssetsAmt
Minimum Investment Return$5,910MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$5,910MinimumInvestmentReturnAmt
Tax Based On Investment Income$483TaxBasedOnInvestmentIncomeAmt
Total Tax$483TotalTaxAmt
Distributable Before Adj$5,427DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$5,427DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$5,427DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$20,820ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$20,820QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$5,427DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$12,404ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$31,937ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$29,267ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$862ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$25,588ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$100,058TotalExcessDistributionCyovAmt
Qualifying Distributions$20,820QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,427AppliedToCurrentYearAmt
Remaining Distri From Corpus$15,393RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$115,451TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$12,404ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$103,047ExcessDistriCyovToNextYrAmt
Excess From Year4$31,937ExcessFromYear4Amt
Excess From Year3$29,267ExcessFromYear3Amt
Excess From Year2$862ExcessFromYear2Amt
Excess From Year1$25,588ExcessFromYear1Amt
Excess From Current Year$15,393ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHAVA BISTRITZKYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHAVA BISTRIZKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVE APT 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128646501RecipientPhoneNum
Form And Info And MaterialsLETTER STATING PURPOSE OF SOLICITATION & ANY APPLICABLE BROCHURESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A TIME
4806 13TH AVE 2BROOKLYNNY11219PUBLIC CHARITYRELIGIOUS$380
AGUDATH ISRAEL OF AMERICA
42 BROADWAY 14TH FLOORNEW YORKNY10004PUBLIC CHARITYRELIGIOUS & SOCIAL$154
AISH HATORAH
11418 OLD GEORGETOWN RDROCKVILLEMD20852PUBLIC CHARITYRELIGIOUS & SOCIAL$100
BAMBI
1728 53RD STBROOKLYNNY11204PUBLIC CHARITYSOCIAL SERVICE$200
BIKUR CHOLIM OF MANHATTAN
320 RIVERSIDE DRIVENEW YORKNY10025PUBLIC CHARITYSOCIAL SERVICE$500
CHAI LIFELINE
151 W 30TH STNEW YORKNY10001PUBLIC CHARITYRELIGIOUS & SOCIAL$72
CHESED 247
286 NORTH MAIN ST STE 210SPRING VALLEYNY10977PUBLIC CHARITYSOCIAL SERVICES$100
CONG MINCHAS CHINUCH OF THE WEST SIDE
321 W 100TH STNEW YORKNY10025PUBLIC CHARITYSOCIAL SERVICE$1,485
CONG OHAB ZEDEK
118 W 95TH STNEW YORKNY10025PUBLIC CHARITYSOCIAL SERVICE$878
CONG RACHMISTRIVKA
1164 45TH STBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$3,860
DOROT
171 W 85TH STNEW YORKNY10024PUBLIC CHARITYSOCIAL SERVICES$36
ECHO NATIONAL INSTITUTE FOR HEALTH
295 W RTE 59SPRING VALLEYNY10977PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$72
JEWISH RENAISSANCE CENTER
441 WEST END AVENUENEW YORKNY10024PUBLIC CHARITYSOCIAL SERVICES$350
KIMPATORIN AID INC
1324 50TH STREETBROOKLYNNY11219PUBLIC CHARITYSOCIAL SERVICE$72
KOOL KIDS
817 S LAWNDALE AVE APT BCHICAGOIL60624PUBLIC CHARITYSOCIAL SERVICE$1,200
KUPAS EZRA SHOMREI CHESED
240 52ND STREEETBROOKLYNNY11220PUBLIC CHARITYSOCIAL SERVICE$36
MESIVTA TIFERETH ISRAEL
247 - EAST BROADWAYNEW YORKNY10002PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$2,000
MIKVAH USA
1451 52ND ST A1BROOKLYNNY11219PUBLIC CHARITYSOCIAL SERVICES$600
N'SHEI AHAVAS CHESED
1549 46TH STBROOKLYNNY11219PUBLIC CHARITYSOCIAL SERVICE$100
ORTHODOX UNION
11 BROADWAYNEW YORKNY10004PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$380
RABBI MEIR BAAL HANESS CHARITIES KOLLEL AHAVAS YISROEL VYERUSHALAIM
PO BOX 191188BROOKLYNNY11219PUBLIC CHARITYSOCIAL SERVICES$36
RIVKA LAUFER BIKUR CHOLIM
1406 57TH STREETBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$36
SHALOM TORAH CENTERS
70 AMBOY RDMORGANVILLENJ07751PUBLIC CHARITYSOCIAL SERVICES$150
TOMCHEI SHABOS OF ROCKLAND
78 COLLEGE RDSPRING VALLEYNY10952PUBLIC CHARITYSOCIAL SERVICE$3,000
TORAH IN MOTION USA INC
46 GLENWOOD DR EBERGENFIELDNJ07621PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$452
WEST SIDE HATZOLOH
131 W 86TH STREETNEW YORKNY10024PUBLIC CHARITYSOCIAL SERVICE$100
YAD GUTTA
6506 N CALIFORNIA AVECHICAGOIL60645PUBLIC CHARITYSOCIAL SERVICE$180
YAD L'ACHIM
4018 18TH AVEBROOKLYNNY11218PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$108
YAD SARAH
445 PARK AVENUE STE 1702NEW YORKNY10022PUBLIC CHARITYSOCIAL SERVICES$50
ZAKA SEARCH & RESCUE INC
1405 N BROAD ST 210HILLSIDENJ07205PUBLIC CHARITYSOCIAL SERVICE$100
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 W 36TH STNEW YORKNY10018PUBLIC CHARITYRELIGIOUS$200
ALEPH INSTITUTE
325 E 75TH STNEW YORKNY10021PUBLIC CHARITYRELIGIOUS$36
AMERICAN FRIENDS OF YAD ELIEZER
1102 E 26TH STBROOKLYNNY11210PUBLIC CHARITYSOCIAL SERVICES$50
ANEINI
4415 14TH AVEBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS$75
TIKVAH FUND
165 E 56TH ST 4TH FLOORNEW YORKNY10022PUBLIC CHARITYRELIGIOUS$100
BIKUR CHOLIM D'SATMAR
545 BEDFORD AVEBROOKLYNNY11211PUBLIC CHARITYSOCIAL SERVICES$222
CONG NEIR BARUCH
4306 15TH AVEBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS$180
CONG TIFERET YAKOV
6 SHOSHANNA DRLAKEWOODNJ08701PUBLIC CHARITYRELIGIOUS$50
CONG VAYAKOM PINCHOS
1501 59TH STREETBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS$250
CONG ZLOPOTOV
845 WEST END AVENEW YORKNY10025PUBLIC CHARITYRELIGIOUS$1,000
YIBONEH
630 THIRD AVE SUITE 1501NEW YORKNY10017PUBLIC CHARITYRELIGIOUS$100
JILL FOUNDATION TRUST
1836 EAST 15TH STBROOKLYNNY11229PUBLIC CHARITYRELIGIOUS$360
LINKS
1579 50TH STBROOKLYNNY11219PUBLIC CHARITYRELIGIOUS$500
MOMA GIVING
11 WEST 53RD STREETNEW YORKNY10019PUBLIC CHARITYRELIGIOUS$110
YESHIVA OF NITRA
15 NITRA ROADMOUNT KISCONY10549PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$100
VAYORAM PINCHAS
845 WEST END AVE UNIT 4DNEW YORKNY10025PUBLIC CHARITYRELIGIOUS$500
YESHIVA SAMSON RAPHAEL HIRSCH
100 BENNETT AVENUENEW YORKNY10033PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$50
YESHIVA SHAAREI ZION
75-24 GRAND CENTRAL PARKWAYFOREST HILLSNY11375PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$100
YESHIVA VIZNITZ
1824 53RD STREETBROOKLYNNY11204PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$50
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$20,820TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$20,669RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$14,084RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$34,753RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$34,753TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4DIVIDENDS ON SECURITIES USED TO FURTHER CHARITABLE ACTIVITIES
8CAPITAL GAINS ON SECURITY SALES USED TO FURTHER CHARITABLE ACTIVITIES

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHAVA BISTRITSKYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$20,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALVERT FD INCOME FD CL I$86,214$73,710
FEDERATED HRMS INSTL$20,333$18,269
JPMORGAN TR I$30,107$27,048
JPMORGAN TR II$61,180$54,842
PIMCO TOTAL RETURN FUND$42,533$36,571
ROWE T PRICE INTL FDS INC$22,607$18,707
VANGUARD INFLATION$42,822$35,991

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$27,698$50,256
APPLE INC$13,850$54,081
ALTABA INC$2,781$615
MICROSOFT CORP$8,347$20,855
AB DISCOVERY VALUE FUND$14,188$14,834
DELEWARE GROUP GLOBAL$11,249$9,226
FUNDVANTAGE TR$55,751$55,364
HARTFORD MUT FDS INC$14,655$12,110
INVESCO DISCOVERY MID CAP$13,585$11,773
JANUS INVT FD$29,389$29,110
JOHN HANCOCK FDS III$70,932$74,903
JP MORGAN TR I$52,549$54,961
JP MORGAN TR I$11,200$11,923
MASSACHUSETTS INVS TR$77,030$73,746
NEUBERGER BERMAN EQUITY$15,677$14,401
NUVEEN INVT TR V$20,617$18,194
ROWE T PRICE BLUE CHIP$54,968$54,432
ROWE T PRICE INTL FDS INC$12,750$9,000
SELECT SECTOR SPDR TRUST$59,946$73,366
VANECK ETF TRUST$9,673$9,427
WCM FOCUSED GLOBAL GROWTH$20,135$18,672
WCM FOCUSED INTERNATIONAL$29,647$27,905
ALLSPRING SPECIAL MID CAP$11,254$11,830
IMPAX GLOBAL$17,610$19,318

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EVENT DRIVENAT COST$18,031$18,105
JPMORGAN TR IAT COST$15,007$17,726

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FILING FEES$275$0$0
MGMT ADVISORY FEES$9,777$0$0
OFFICE EXPENSE$201$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryUS TREASURYCategoryTxt
Amt$1,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt