IP FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- IP FOUNDATION (EIN 20-5795702)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-12
- IRS object ID
- 202212559349101006
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-12T12:32:06-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850808945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDGRAB CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 STAUDERMAN AVENUE | AddressLine1Txt |
| City | LYNBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205795702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IPFO | BusinessNameControlTxt |
| Phone | 5165675056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO EVAN POCKRISS 290 OCEAN AVE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVAN POCKRISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165675056 | PhoneNum |
| Signature | 2022-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EVAN | PersonFirstNm |
| Person Last | POCKRISS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY GOLDGRAB | PreparerPersonNm |
| PTIN | P01087335 | PTIN |
| Phone | 5169087770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
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 | 2021 | 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 | $398,685 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $61,948 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $627 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $627 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,048 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,048 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,207 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $78,951 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,207 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $113 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $128,943 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,882 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $220 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $209 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $84 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $125 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,829 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $304 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,105 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,542 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,542 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,371 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $304 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $88,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,572 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,578 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $113,492 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $110,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $110,698 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $238,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $287,987 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,987 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $351,505 | TotalAssetsBOYAmt |
| Total Assets EOY | $398,685 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $398,685 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $351,505 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $398,685 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $351,505 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $398,685 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $351,505 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $398,685 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $351,505 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,572 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,608 | OtherIncreasesAmt |
| Subtotal | $398,685 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $398,685 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLE INC | 2020-03-16 | 2021-01-20 | $2,643 | $1,210 | $1,433 | $1,433 |
| APPLE INC | 2020-03-16 | 2021-02-08 | $1,361 | $605 | $756 | $756 |
| ADVANCED MICRO DEVICES | 2017-11-06 | 2021-08-16 | $4,282 | $471 | $3,811 | $3,811 |
| APPLE INC | 2012-12-10 | 2021-02-08 | $5,444 | $750 | $4,694 | $4,694 |
| APPLE INC | 2012-12-10 | 2021-08-16 | $2,239 | $281 | $1,958 | $1,958 |
| APPLE INC | 2012-12-10 | 2021-12-06 | $7,454 | $844 | $6,610 | $6,610 |
| BLACKSTONE INC | 2016-04-07 | 2021-07-23 | $2,811 | $611 | $2,200 | $2,200 |
| BLACKSTONE INC | 2016-04-07 | 2021-11-08 | $10,726 | $1,810 | $8,916 | $8,916 |
| CATERPILLAR INC | 2021-02-22 | $6,429 | $1,049 | $5,380 | $5,380 | |
| CATERPILLAR INC | 2021-03-03 | $2,170 | $594 | $1,576 | $1,576 | |
| CATERPILLAR INC | 2021-06-01 | $9,718 | $2,961 | $6,757 | $6,757 | |
| CATERPILLAR INC | 2007-09-26 | 2021-08-16 | $4,345 | $1,511 | $2,834 | $2,834 |
| CUMMINS INC | 2017-01-09 | 2021-02-08 | $4,692 | $2,772 | $1,920 | $1,920 |
| GRAYSCALE BITCOIN TRUST | 2021-12-31 | $84 | $84 | $84 | ||
| HOME DEPOT INC | 2021-12-06 | $14,553 | $4,275 | $10,278 | $10,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,207 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $925 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $925 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $10 | EsPenaltyAmt |
| Overpayment | $1,065 | OverpaymentAmt |
| Applied To ES Tax | $1,065 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAN POCKRISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5165675056 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 KEEWAYDIN RD | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EVAN POCKRISS | ||||||||
| 17 KEEWAYDIN RD | LAWRENCE | NY | 11559 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| PHILIP POCKRISS | ||||||||
| 2710 ELLIOTT STREET | MERRICK | NY | 11566 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA BLACK | ||||||||
| 17 KEEWAYDIN RD | LAWRENCE | NY | 11559 | SECRETARY | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $263,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $112,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $375,095 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $375,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,626 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $369,469 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $925 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $925 | TotalTaxAmt |
| Distributable Before Adj | $17,548 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $17,548 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $17,548 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $88,647 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $88,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $17,548 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $17,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $44,160 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,282 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,480 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $30,482 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $146,504 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $88,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,548 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $71,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $217,603 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $17,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $200,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $44,160 | ExcessFromYear4Amt |
| Excess From Year3 | $36,282 | ExcessFromYear3Amt |
| Excess From Year2 | $18,480 | ExcessFromYear2Amt |
| Excess From Year1 | $30,482 | ExcessFromYear1Amt |
| Excess From Current Year | $71,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVAN POCKRISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACHIEZER | |||||||
| 334 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| AGUDAS ISRAEL OF WEST LAWRENCE | |||||||
| 631 LANETT AVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSE | $180 |
| AMERICAN FRIENDS OF LEKET | |||||||
| 384 WARWICK AVE | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST | NEW YORK | NY | 10018 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $330 |
| AMERICAN FRIENDS OF MEIR PANIM | |||||||
| 88 WALTON ST SUITE B1 | BROOKLYN | NY | 11206 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $172 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 5TH AVE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSE | $430 |
| ATERES EITZ CHAIM | |||||||
| 530 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSE | $1,800 |
| AVIGDORS HELPING HAND | |||||||
| 138-45 78TH DR | FLUSHING | NY | 11367 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| BAMBI | |||||||
| 1667 54TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $252 |
| CHABAD OF THE 5 TOWNS | |||||||
| 74 MAPLE AVENUE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $8,000 |
| CHASDEI YISROEL | |||||||
| 3512 QUENTIN RD 200 | BROOKLYN | NY | 11234 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| CHESED 247 | |||||||
| 286 N MAIN STREET | SPRING VALLEY | NY | 10977 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| CONG ZICHRON MEIR MOSHE | |||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,000 |
| COUNT ME IN | |||||||
| 788 E 4TH ST | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 |
| DAVIS MEMORIAL FUND | |||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $4,400 |
| FLATBUSH SATMAR BIKEER CHOLIMI | |||||||
| 545 BEDFORD AVE | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| FRIENDSHIP CIRCLE | |||||||
| 6892 WEST MAPLE ROAD | WEST BLOOMFIELD | MI | 48322 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| HATZALAR OF THE ROCKAWAYS AND NASSAU | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,400 |
| HEBREW ACADEMY OF LONG ISLAND | |||||||
| 122 CUTTER MILL RD | GREAT NECK | NY | 11021 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $4,600 |
| HEBREW FREE BURIAL SOCIETY | |||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| HFBA | |||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| JCCRP | |||||||
| 1525 CENTRAL AVE 1 | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 |
| KEHILLAS ZICHRON MEIR MOSHE | |||||||
| 250 LONGWOOD CROSSING | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $25,600 |
| KESSER MALKA | |||||||
| 25 ASCENSION ST | PASSAIC | NJ | 07055 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,200 |
| KIMPATORIN AID | |||||||
| 1324 50TH ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 |
| KREN OR | |||||||
| 350 7TH AVE 1004 | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| KULANU | |||||||
| 620 CENTRAL AVE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $540 |
| LEON LIEF CHILDREN'S FUND | |||||||
| 55 PLAZA RD | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| LEON MAYER FUND | |||||||
| 1001 HAZEL PLACE | WOODMERE | NY | 11598 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,400 |
| LEV LEYTZAN | |||||||
| 290 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 |
| MADRAIGOS | |||||||
| 936 BROADWAY | WOODMERE | NY | 11598 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| MATAN B'SETER BAMBI | |||||||
| 1667 54TH ST | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| MJYA FOUNDATION INC | |||||||
| 5 STERLING PL | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 |
| NATIONAL ASSOCIATION OF CHEVRA KADISHA | |||||||
| 85-18 117TH ST | RICHMOND HILL | NY | 11418 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| NCSY | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 |
| OHEL CHILDREN'S HOME 4 FAMILY'S SERVICES | |||||||
| 1268 E 14TH ST | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $200 |
| PANTRY PACKERS | |||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| PESACH TIKVAH BAIS CHANA | |||||||
| 4111 18TH AVE | BROOKLYN | NY | 11218 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $250 |
| PROJECT EXTREME | |||||||
| 335 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $380 |
| RABBI'S SPECIAL FUND | |||||||
| 312 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,450 |
| RABBINICAL SEMINARY OF AMERICA | |||||||
| 76-01 147TH STREET | FLUSHING | NY | 11367 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,290 |
| RABENSTEIN LEARNING CENTER | |||||||
| 1525 CENTRAL AVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| RCCS | |||||||
| 803 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $540 |
| RIVKAH LAUFER BIKUR CHOLIM | |||||||
| 1406 57TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 |
| SAMCHAINU | |||||||
| 1432 EAST 17TH STREET | BROOKLYN | NY | 11230 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| SATMAR BIKUR CHOLIM | |||||||
| 545 BEDFORD AVE | BROOKLYN | NY | 11211 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 |
| SHARSHERET | |||||||
| 1086 TEANECK RD SUITE 2G | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| SHOR YOSHUV INSTITUTE | |||||||
| 1 CEDARLAWN AVENUE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $2,800 |
| TOMCHEI SHABBOS 5 TOWNS | |||||||
| 634 OAK DRIVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $9,130 |
| TOMCHEI SHABBOS QUEENS | |||||||
| 129-01 METROPOLITAN AVE | KEY GARDENS | NY | 11415 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| TOMCHEI SHABBOS YAD YESHAYA | |||||||
| 634 OAK DRIVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 |
| W ACADEMY OF LONG ISLAND | |||||||
| 1310 48TH ST 406 | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 |
| YAD BATYA L'KALLAH | |||||||
| 1256 E26TH STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITIES | SUKI - 06/30/22 10:17AM WORKSHEET PRIVATE FOUNDATION | $180 |
| YESHIVA DARCHEI TORAH | |||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,600 |
| YESHIVA OF TELSHE ALUMNI | |||||||
| 4904 INDEPENDENCE AVE | BRONX | NY | 10471 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 |
| YOUNG ISRAEL OF LAWRENCE-CEDARHURST | |||||||
| 8 SPRUCE STREET | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,800 |
| ZICHRON SHLOME REFUAH FUND | |||||||
| 1319 51ST ST | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,542 | 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 | $627 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,048 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,207 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $66,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,995 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EVAN POCKRISS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 290 OCEAN AVENUE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,948 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | MARKETABLE SECURITIES | $1,211 | 2021-01-27 |
| 1 | MARKETABLE SECURITIES | $4,586 | 2021-01-27 |
| 1 | MARKETABLE SECURITIES | $5,481 | 2021-01-27 |
| 1 | MARKETABLE SECURITIES | $3,806 | 2021-02-03 |
| 1 | MARKETABLE SECURITIES | $1,759 | 2021-02-03 |
| 1 | MARKETABLE SECURITIES | $21,806 | 2021-02-22 |
| 1 | MARKETABLE SECURITIES | $2,861 | 2021-04-05 |
| 1 | MARKETABLE SECURITIES | $1,923 | 2021-04-05 |
| 1 | MARKETABLE SECURITIES | $1,138 | 2021-04-05 |
| 1 | MARKETABLE SECURITIES | $3,173 | 2021-05-26 |
| 1 | MARKETABLE SECURITIES | $14,204 | 2021-11-08 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDGRAB CPA | CategoryTxt |
| Amt | $2,200 | Amt |
| Net Investment Income | $220 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD AT TD AMERITRADE | StockNm |
| EOY Book Value | $287,987 | EOYBookValueAmt |
| EOYFMV | $287,987 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $125 | $0 | $125 |
| INVESTMENT EXPENSE | $84 | $84 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TD AMERITRADE-NONDIVIDEND DIST | Desc |
| Revenue And Expenses Per Books | $113 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO NET ASSETS FOR UNREALIZED GAINS | Desc |
| Amt | $7,608 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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