HARRY H BEREN FOUNDATION ZB: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H BEREN FOUNDATION ZB (EIN 20-1203311)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-05
- IRS object ID
- 202421879349100502
- Schema version
- 2023v5.1
- 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
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-05T09:51:04-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 341854260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 S ULSTER ST SUITE 900 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201203311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H BEREN FOUNDATION ZB | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3038885727 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST SUITE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3038885727 | PhoneNum |
| Signature | 2024-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZEV | PersonFirstNm |
| Person Last | BEREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | TIM WEST CPA JD LLM | PreparerPersonNm |
| PTIN | P00290756 | PTIN |
| Phone | 7202007000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $7,706,853 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $140,650 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $140,650 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $486,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,666 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $296,316 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $296,316 | 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 |
| Legal Fees Rev And Expnss | $20,554 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,554 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,997 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,997 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,027 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,027 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,523 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $47,578 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $371,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $371,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $419,523 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $47,578 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $371,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$123,207 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $248,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $25,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,984 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,884,964 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,743,924 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,663,869 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,910,115 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,786,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,706,853 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,787,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,787,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,122,765 | RetainedEarningBOYAmt |
| Retained Earning EOY | $999,558 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,910,115 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,786,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,910,115 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,786,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,910,115 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$123,207 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,786,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,786,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| DODGE COX STOCK FUND | P | 2023-12-31 | $270,000 | $216,692 | $53,308 | $53,308 | |
| VANGAURD US GROWTH FUND | P | 2023-12-21 | $100,000 | $114,192 | -$14,192 | -$14,192 | 2021-12-15 |
| CAP GAIN ADJUSTMENT | P | 2023-12-31 | $4,452 | $4,452 | $4,452 | ||
| CAPITAL GAINS DIVIDENDS | P | $112,098 | $112,098 | $112,098 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,666 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,457 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,457 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,457 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,775 | 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 | $10,775 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,318 | OverpaymentAmt |
| Applied To ES Tax | $7,318 | 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 |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3032957772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST STE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $7,364,546 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,479 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,393,025 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,393,025 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,895 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,282,130 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $364,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $364,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,457 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,457 | TotalTaxAmt |
| Distributable Before Adj | $360,650 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $360,650 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $360,650 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $371,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $371,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $360,650 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $365,399 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Total For Prior Years | $7,533 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $371,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $365,399 | AppliedToYear1Amt |
| Applied To Prior Years | $5,601 | 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 | $1,932 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $1,932 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $360,650 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | |||||||
| 42 BROADWAY - 14TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC | CHARITABLE | $30,000 |
| AMER COM FOR SHAARE ZEDEK HOSPITAL | |||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NJ | 10018 | N/A | PUBLIC | CHARITABLE | $3,000 |
| AMERICAN FRIENDS OF PONEVEZ YESHIVA | |||||||
| 1133 BROADWAY SUITE 823 | NEW YORK | NY | 10010 | N/A | PUBLIC | CHARITABLE | $3,000 |
| AMERICAN FRIENDS OF YESHIVA D'MIR | |||||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | N/A | PUBLIC | CHARITABLE | $1,000 |
| BAIS MENACHEM INC-CHABAD OF COLORADO | |||||||
| 400 SOUTH HOLLY STREET | DENVER | CO | 80246 | N/A | PUBLIC | CHARITABLE | $3,000 |
| BETH JACOB HIGH SCHOOL OF DENVER | |||||||
| 5100 WEST 14TH AVENUE | DENVER | CO | 80204 | N/A | PUBLIC | EDUCATION | $25,000 |
| BETH MEDRASH GOVOHA OF AMERICA | |||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | N/A | PUBLIC | CHARITABLE | $45,000 |
| BOYS TOWN JERUSALEM FDN OF AMER INC | |||||||
| 110 HILLSIDE BLVD SUITE 14 | LAKEWOOD | NJ | 08701 | N/A | PUBLIC | CHARITABLE | $2,000 |
| DEGEL YERUSHALAYIM CULTURAL FUND | |||||||
| 180 SUMMIT AVENUE SUITE 202 | MONTVALE | NJ | 07645 | N/A | PUBLIC | CHARITABLE | $13,000 |
| DENVER COMMUNITY KOLLEL | |||||||
| 1395 WOLFF STREET | DENVER | CO | 80204 | N/A | PUBLIC | CHARITABLE | $20,000 |
| EZRAS TORAH - TORAH RELIEF SOC INC | |||||||
| 1540 ROUTE 202 SUITE 2 | POMONA | NY | 10970 | N/A | PUBLIC | CHARITABLE | $6,000 |
| GANEINU | |||||||
| 6738A EAST CEDAR AVENUE | DENVER | CO | 80224 | N/A | PUBLIC | CHARITABLE | $2,000 |
| HILLEL ACADEMY OF DENVER | |||||||
| 450 SOUTH HUDSON STREET | DENVER | CO | 80246 | N/A | PUBLIC | EDUCATION | $45,000 |
| KOLLEL ATERES MORDECHAI | |||||||
| 2302 TAPESTRY COURT | TOMS RIVER | NJ | 08755 | N/A | PUBLIC | CHARITABLE | $9,000 |
| LAKEWOOD CHEDER SCHOOL | |||||||
| PO BOX 838 | LAKEWOOD | NJ | 08701 | N/A | PUBLIC | EDUCATION | $11,000 |
| MESIVTHA TIFERETH JERUSALEM | |||||||
| 145 E BROADWAY | NEW YORK | NY | 10002 | N/A | PUBLIC | CHARITABLE | $10,000 |
| NER ISRAEL RABBINICAL COLLEGE | |||||||
| 400 MT WILSON LANE | BALTIMORE | MD | 21208 | N/A | PUBLIC | EDUCATION | $30,000 |
| OHR SOMAYACH J TANENBAUM ED CTR | |||||||
| 244 ROUTE 306 | MONSEY | NY | 10952 | N/A | PUBLIC | CHARITABLE | $1,000 |
| P'EYLIM LEV L'ACHIM | |||||||
| 1034 E 12TH STREET | BROOKLYN | NY | 11230 | N/A | PUBLIC | CHARITABLE | $7,000 |
| RABBINICAL COLLEGE OF TELSHE | |||||||
| 28400 EUCLID AVENUE | WICKLIFFE | OH | 44092 | N/A | PUBLIC | EDUCATION | $24,000 |
| SHUVU RETURN INC | |||||||
| 5218 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC | CHARITABLE | $12,000 |
| TALMUDICAL YESHIVA OF PHILADELPHIA | |||||||
| 6063 DREXEL ROAD | PHILADELPHIA | PA | 19131 | N/A | PUBLIC | CHARITABLE | $6,000 |
| THE JEWISH EXPERIENCE | |||||||
| 399 S MONACO PARKWAY | DENVER | CO | 80224 | N/A | PUBLIC | CHARITABLE | $8,000 |
| TORAH SCHOOLS FOR ISRAEL | |||||||
| 1607 45TH STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC | EDUCATION | $5,000 |
| YESHIVA BETH DAVID | |||||||
| 22 W MAPLE AVENUE | MONSEY | NY | 10952 | N/A | PUBLIC | CHARITABLE | $6,000 |
| YESHIVA CHAYEI OLAM INC | |||||||
| 14 EAST ELEVENTH STREET | LAKEWOOD | NJ | 80701 | N/A | PUBLIC | CHARITABLE | $5,000 |
| YESHIVA GEDOLAH BE'ER HATORAH | |||||||
| 961 ESAT COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | N/A | PUBLIC | CHARITABLE | $3,000 |
| YESHIVA TORAS CHAIM | |||||||
| 1555 STUART STREET | DENVER | CO | 80204 | N/A | PUBLIC | CHARITABLE | $20,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH STREET SUITE BH 316 | NEW YORK | NY | 10033 | N/A | PUBLIC | EDUCATION | $5,000 |
| AMERICAN FRIENDS OF OHR SOMAYACH INC | |||||||
| POB 301133 | BROOKLYN | NY | 11230 | N/A | PUBLIC | CHARITABLE | $1,000 |
| OHEL SARAH INSTITUTE FOR THE SPECIAL CHILD | |||||||
| 1268 E 14TH ST | BROOKLYN | NY | 11230 | N/A | PUBLIC | CHARITABLE | $8,000 |
| WCRJ EDUCATIONAL CENTER | |||||||
| 295 ST LOCUST ST | DENVER | CO | 80224 | N/A | PUBLIC | CHARITABLE | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $371,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $140,650 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $296,316 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $296,316 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | INVESTMENT INCOME ALLOWING THE FOUNDATION TO CONTINUE MAKING CHARITABLE GIFTS | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TRUST FEES | $8,697 | $8,697 | $0 |
| ACCOUNTING FEES | $300 | $300 | $0 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FOUNDATION ELECTS TO APPLY EXCESS DISTRIBUTIONS TO PRIOR YEARS | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | USB | StockNm |
| EOY Book Value | $5,743,924 | EOYBookValueAmt |
| EOYFMV | $7,663,869 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $20,554 | LegalFeesAmt |
| Net Investment Income | $20,554 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY | $13,447 | $13,447 | $0 |
| INVESTMENT EXPENSE | $4,580 | $4,580 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $945 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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