JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-09
- IRS object ID
- 202431309349101628
- Schema version
- 2022v5.0
- 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
- 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 | 2024-05-09T13:34:31-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | 2024-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | BIJOU | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LORI ROTHE YOKOBOSKY CPA | PreparerPersonNm |
| PTIN | P01273422 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2024-05-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,157,455 | 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 | $2,500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,008 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,359 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$811,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,717,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,952 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,952 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$783,702 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,550 | 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 | $2,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,939 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $62,181 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $36,059 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $877 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58,333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $45,629 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $126,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $85,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $21 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $563,749 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $563,749 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $690,346 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $85,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $563,770 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,474,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,328 | CashBOYAmt |
| Cash EOY | $288,702 | CashEOYAmt |
| Cash EOYFMV | $288,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,357,444 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,463,630 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,463,630 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $552 | AcctRcvblAmt |
| Acct Rcvbl BOY | $42,837 | 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 | $6,116,402 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,881,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,632,944 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $643,309 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $641,627 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $641,627 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,332,320 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,405,559 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,157,455 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $9,315 | AccountsPayableEOYAmt |
| Mortgages And Notes Payable BOY | $1,915,923 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $1,467,621 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $7,770 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,923,693 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,484,706 | 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 | $6,408,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,920,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,408,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,920,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,332,320 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,405,559 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,408,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,474,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,934,579 | SubtotalAmt |
| Other Decreases | $13,726 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,920,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THROUGH GGH | P | $1,737,843 | $1,965,802 | -$227,959 | -$227,959 |
| THROUGH GGH | P | $1,150,496 | $1,625,185 | -$474,689 | -$474,689 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$702,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | $9,576,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,256,125 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $642,178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,474,314 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $1,386,690 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,087,624 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,314 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,936,310 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,816 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,816 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $496,816 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $496,816 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $496,816 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $563,770 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $563,770 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $496,816 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,055,796 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $563,770 | QualifyingDistributionsAmt |
| Applied To Year1 | $563,770 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $492,026 | Taxable2Amt |
| Undistributed Income CY | $496,816 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BNOT ISRAEL | ||||||
| 243 PROSPECT ST | LAKEWOOD TOWNSHIP | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $10,000 |
| CHED LAKOL | ||||||
| 3 NICKLESBURG RD | MONROE | NY | 10950 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,800 |
| CONFREGATION TIFERES | ||||||
| 6201 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $100 |
| DEAL SEPHARDIC NETWORK | ||||||
| 244 NORWOOD AVE | OAKHURST | NJ | 07755 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $550 |
| EDMOND J SAFRA SYNAGOGUE | ||||||
| 11 E 63RD ST | NEW YORK | NY | 10065 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $100 |
| FORGOTTEN ORPHANS | ||||||
| 1820 AVE M SUITE 609 | BROOKLYN | NY | 11230 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $300 |
| GLOBAL ISRAEL FOUNDATION | ||||||
| 9731 S KNOXVILLE AVE | TULSA | OK | 74137 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| HATZALAH | ||||||
| 1070 MCDONALD AVENUE | BROOKLYN | NY | 11230 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,075 |
| ICSN ORG | ||||||
| 111 CARLTON AVE | S LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $360 |
| JEWISH COMMUNAL FUND | ||||||
| 575 MADISON AVE | NEW YORK | NY | 10022 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $250,000 |
| KEREN YOM TOV | ||||||
| 89 THROOP AVE | BROOKLYN | NY | 11206 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| KEREN HATZEDAKA | ||||||
| 2 SKILLMAN ST STE 310 | BROOKLYN | NY | 11205 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,840 |
| KOLLEL OF JERSEY SHORE | ||||||
| 244 HEARTH CT W | LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| KOLLEL SANZ MIVTZAR | ||||||
| 8 SUZANNE DR | MONSEY | NY | 10952 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $100 |
| MAAMAR MORDECHAI | ||||||
| 113 MAPLE AVE | SPRING VALLEY | NY | 10977 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,000 |
| MIKDASH ELIYAHU | ||||||
| 400 AVENUE U | BROOKLYN | NY | 11223 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $37,783 |
| OHEL SIMHA | ||||||
| 295 PARK AVE | LONG BRANCH | NJ | 07740 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,500 |
| OHEL YAACOB CONGREGATION | ||||||
| 4 OCEAN AVE | DEAL | NJ | 07723 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,493 |
| SEPHARDIC FOOD FUND | ||||||
| 8 W 40TH ST | NEW YORK | NY | 10018 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $5,000 |
| SEPHARDIC FOUNDATION | ||||||
| 2 ETHEL RD | EDISON | NJ | 08818 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $4,500 |
| SILVER HILL HOSPITAL | ||||||
| 208 VALLEY RD | NEW CANNAN | CT | 06840 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $76,170 |
| SQ CHIZUK HATORAH | ||||||
| 96 PARKVILLE AVE | BROOKLYN | NY | 11230 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,300 |
| SYNAGOGUE OF DEAL | ||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $2,365 |
| TADS TUITION AID | ||||||
| 1201 HAWTHORNE AVE SUITE 100 | MINNEAPOLIS | MN | 55401 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $8,000 |
| TCF-AHAVAT -HAIM | ||||||
| 1407 REISTERSTOWN RD | PIKESVILLE | MD | 21208 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,000 |
| THE PURIM FUND | ||||||
| 1447 51ST STREET | BROOKLYN | NY | 11219 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $517 |
| TOIREM ORG | ||||||
| 5314 16TH AVE 298 | BROOKLYN | NY | 11204 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $136 |
| TOMCHEI TZEDAKA | ||||||
| 16 BRIDGEWOOD AVE | LAKEWOOD | NJ | 08701 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $1,760 |
| YESHIVAT SHEERITH YOSEF | ||||||
| 366 5TH AVE | NEW YORK | NY | 10001 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $99,000 |
| YESHIVAT OF FLATBUSH | ||||||
| 1649 EAST 13TH ST | BROOKLYN | NY | 11229 | PC | UNRESTRICTED SUPPORT OF ORGANIZATION'S EXEMPT PURPOSE. | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $563,749 | 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 | $1,239 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,008 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$108,753 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$702,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$108,753 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$677,449 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$786,202 | 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 |
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 | $829,074 | GrossSalesPriceAmt |
| Basis | $937,827 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$108,753 | 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 | $3,881,048 | EOYBookValueAmt |
| EOYFMV | $10,632,944 | 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 | $641,627 | BookValueAmt |
| EOYFMV | $641,627 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT | Desc |
| Amt | $13,726 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DIVIDEND EXPENSE | $26,197 | $15,192 | $0 |
| BANK CHAGES | $21 | $0 | $21 |
| PINK LION EXPENSE | $1,674 | $1,674 | $0 |
| PARAMOUNT EXPENSE | $10 | $10 | $0 |
| 4840 MGC LLC | $28,753 | $28,753 | $0 |
| CREDIT CARD LATE PAYMENT | $1,678 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARAMOUNT | Desc |
| Revenue And Expenses Per Books | $1,952 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,952 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,952 | AdjustedNetIncomeAmt |
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 | $2,939 | Amt |
| Net Investment Income | $2,939 | 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 | $877 | $877 | $0 |
| FEDERAL TAX PAYMENTS | $2,267 | $0 | $0 |
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