JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-03-24
- IRS object ID
- 202530839349100103
- Schema version
- 2023v6.0
- 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
- Form 990-PF
- Schedule B
- Applied To Prior Year Election
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-24T05:51:23-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 SYLVAN WAY | AddressLine1Txt |
| City | PARSIPPANY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070543801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222861787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & RENEE BIJOU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7322488200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ETHEL ROAD 205A | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08818 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BIJOU | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7322488200 | PhoneNum |
| Signature | 2025-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2025-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $14,497,716 | 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 | $277,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,860 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,860 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,092 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,412,046 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,596,261 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,172,082 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,879 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,864 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,728,618 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,209,898 | 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 |
| Other Prof Fees Rev And Expnss | $3,241 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,241 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $73,205 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $51,441 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $148,772 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,164 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $53,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,477 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $278,309 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $95,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,201,035 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,201,035 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,479,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $95,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,201,035 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,249,274 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,114,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $288,702 | CashBOYAmt |
| Cash EOY | $167,729 | CashEOYAmt |
| Cash EOYFMV | $167,729 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,463,630 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,328,014 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,328,014 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $552 | AcctRcvblAmt |
| Acct Rcvbl BOY | $552 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $552 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $552 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $130,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $130,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $130,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $130,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,881,048 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,514,430 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,598,846 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $641,627 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,272,575 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,272,575 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,405,559 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,413,300 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,497,716 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,315 | AccountsPayableBOYAmt |
| Mortgages And Notes Payable BOY | $1,467,621 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,311,571 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $7,770 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,484,706 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,319,341 | 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 | $4,920,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,093,959 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,920,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,093,959 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,405,559 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,413,300 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,920,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,249,274 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,170,127 | SubtotalAmt |
| Other Decreases | $76,168 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,093,959 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,265,998 | $1,698,816 | $567,182 | $567,182 |
| PUBLICLY TRADED SECURITIES | P | $3,363,410 | $1,766,663 | $1,596,747 | $1,596,747 |
| PINK LION | P | $727 | $727 | $727 | |
| PINK LION | P | $64 | $64 | $64 | |
| 4840 MGC | P | $7,362 | $7,362 | $7,362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,172,082 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $29,393 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $29,393 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $29,393 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $29,393 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH BIJOU | IndividualWithBooksNm |
| Phone | 7322488200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ETHEL ROAD SUITE 205A | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08818 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH BIJOU | ||||||||
| 19955 NORTHEAST 38TH COURT | AVENTURA | FL | 33180 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| MURRAY DWECK | ||||||||
| 2 ETHEL ROAD | EDISON | NJ | 08818 | VP | 0.50 | $0 | $0 | $0 |
| RENEE BIJOU | ||||||||
| 19955 NORTHEAST 38TH COURT | AVENTURA | FL | 33180 | VP | 0.50 | $0 | $0 | $0 |
| ALBERT BIJOU | ||||||||
| 2 ETHEL ROAD | EDISON | NJ | 08818 | VP | 0.50 | $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 | $10,784,743 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,532,948 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,273,127 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,590,818 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $1,222,713 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,368,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,182,583 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $609,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $609,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $29,393 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $7,610 | IncomeTaxAmt |
| Total Tax | $37,003 | TotalTaxAmt |
| Distributable Before Adj | $572,126 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $572,126 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $572,126 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,201,035 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,201,035 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $572,126 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $496,816 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $492,026 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,201,035 | QualifyingDistributionsAmt |
| Applied To Year1 | $496,816 | AppliedToYear1Amt |
| Applied To Prior Years | $492,026 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $212,193 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $359,933 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AHAVAS CHAIM | ||||||
| 502 WASHINGTON AVE | TOWSON | MD | 21204 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,800 |
| AHAVAS CHESED | ||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $100 |
| AHI EZER CONGREGATION | ||||||
| 1885 OCEAN PKWY | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $8,301 |
| BEIT YAACOV | ||||||
| 3615 SEVEN MILE LN | PIKESVILLE | MD | 21208 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,200 |
| BNOT ISRAEL | ||||||
| 243 PROSPECT ST | LAKEWOOD TOWNSHIP | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| CHABAD OF EAST DELRAY BEACH | ||||||
| 101 SE 2ND AVE | DELRAY BEACH | FL | 33444 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| CONGREGATION BEIT EDMOND | ||||||
| 11 E 63RD ST | NEW YORK | NY | 10065 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,600 |
| DEAL SEPHARDIC NETWORK | ||||||
| 244 NORWOOD AVE | OAKHURST | NJ | 07755 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $26,285 |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $680,000 |
| KEREN HATZEDAKA | ||||||
| 422 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,672 |
| KEREN YOM TOV | ||||||
| 89 THROOP AVE | BROOKLYN | NY | 11206 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| MAGEN DAVID YESHIVA | ||||||
| 2130 MCDONALD AVE | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| MIKDASH ELIYAHU | ||||||
| 400 AVENUE U | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $34,358 |
| MORRIS FRANCO CANCER CENTER | ||||||
| 379 KINDS HIGHWAY | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $23,600 |
| NAVAT YISRAEL | ||||||
| 309 KELL AVE | STATEN ISLAND | NY | 10314 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $26,600 |
| NY UNIVERSITY | ||||||
| 70 WASHINGTON SQ S | NEW YORK | NY | 10012 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $16,133 |
| OASIS RETREAT | ||||||
| PO BOX 906 | BEND | OR | 97709 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $3,600 |
| RONNIE SAFDIEH | ||||||
| 2 ETHEL RD | EDISON | NJ | 08818 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $840 |
| SEPHARDIC FOUNDATION | ||||||
| 2 ETHEL RD | EDISON | NJ | 08818 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $3,600 |
| SYNAGOGUE OF DEAL | ||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| TADS TUITION AID | ||||||
| 1201 HAWTHORNE AVE SUITE 100 | MINNEAPOLIS | MN | 55401 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $22,364 |
| THE SAFE FOUNDATION | ||||||
| 255 AVE W | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $39,000 |
| TOIREM | ||||||
| 5314 16TH AVE PMB 298 | BROOKLYN | NY | 11204 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,072 |
| TOMCHEI TZEDAKA CORP | ||||||
| 16 BRIDGEWOOD AVE | LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $3,010 |
| YESHIVA GEDOLA | ||||||
| 1443 PALISADE AVE | TEANECK | NJ | 07666 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| YESHIVAT SHEERITH YOSEF | ||||||
| 366 5TH AVE | NEW YORK | NY | 10001 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $254,900 |
| YESHIVAT OF FLATBUSH | ||||||
| 1649 EAST 13TH ST | BROOKLYN | NY | 11229 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,201,035 | 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 | $2,860 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,833 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,473 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $239,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,172,082 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEE REFUND | 01 | $15 |
| PARAMOUNT | 14 | -$3,609 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $239,964 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,211,654 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,451,618 | 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 |
|---|---|---|---|---|---|---|
| QUICK QUALITY RESTAURANT INC | ||||||
| 1 | 2 ETHEL RD STE 205A | EDISON | NJ | 08817 | $200,000 | Yes (X) |
| ALBERT BIJOU | ||||||
| 2 | 2 ETHEL RD STE 205A | EDISON | NJ | 08817 | $75,000 | Yes (X) |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROMTHE TAX YEARS ENDING:TAX YEARS: AMOUNT:6/30/22 492,026 | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE CRI ACT WAS AMENDED TO PERMIT CHARITABLE ORGANIZATIONS RECEIVING ANNUAL GROSS CONTRIBUTIONS OF $10,000 OR LESS TO CHOOSE WHETHER OR NOT THEY WISH TO MAINTAIN A REGISTRATION WITH THE N.J. CHARITIES REGISTRATION SECTION, BUT NO LONGER REQUIRES THEM TO DO SO. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | THROUGH GGH | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Gross Sales Price | $958,700 | GrossSalesPriceAmt |
| Basis | $718,736 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $239,964 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990 PF, PART VII-B, LINE 1A(2): | FormAndLineReferenceDesc |
| Medium Explanation | A SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $7,770 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GILDER, GAGNON, HOWE & CO | StockNm |
| EOY Book Value | $4,514,430 | EOYBookValueAmt |
| EOYFMV | $11,598,846 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,272,575 | BookValueAmt |
| EOYFMV | $1,272,575 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| BASIS ADJUSTMENTS | $1,168 |
| OTHER | $75,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIVIDEND EXPENSE | $41,695 | $29,299 | $0 |
| PINK LION EXPENSE | $1,759 | $1,759 | $0 |
| CREDIT CARD LATE PAYMENT | $1,200 | $0 | $0 |
| NRDC EXPENSE | $8,437 | $8,419 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PINK LION | $9 | $9 | $9 |
| 4840 MGC LLC | $10,101 | $10,101 | $10,101 |
| NRDC | $5,363 | $5,363 | $5,363 |
| FEE REFUND | $15 | $15 | |
| PARAMOUNT | -$3,609 | -$3,609 | -$3,609 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN PAYABLE TO OFFICERS | Desc |
| BOY Book Value | $7,770 | BOYBookValueAmt |
| EOY Book Value | $7,770 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Security Provided BorrowerSecurityProvidedBorrowerTxt | Loan PurposeLoanPurposeTxt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| YESHIVAT SHEERITH YOSEF | ||||||||||
| NONE | $50,000 | $0 | 2017-04 | 2020-12 | AT MATURITY | 0.000000000000 | NONE | CHARITABLE | NONE | $0 |
| YESHIVAT SHEERITH YOSEF | ||||||||||
| NONE | $50,000 | $0 | 2018-05 | 2020-12 | ON DEMAND | 0.000000000000 | NONE | CHARITABLE | NONE | $0 |
| YESHIVAT SHEERITH YOSEF | ||||||||||
| NONE | $30,000 | $0 | 2018-04 | 2020-12 | ON DEMAND | 0.000000000000 | $0 | |||
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,241 | Amt |
| Net Investment Income | $3,241 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,164 | $1,164 | $0 |
| FEDERAL TAX PAYMENTS | $147,608 | $0 | $0 |
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