SRAGOWICZ FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SRAGOWICZ FOUNDATION INC (EIN 65-0444814)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-16
- IRS object ID
- 202441989349100804
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-07-16T10:09:50-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473371713 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SALVER SALVER CPAS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12550 BISCAYNE BLVD SUITE 700 | AddressLine1Txt |
| City | NORTH MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 331812545 | 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 | 650444814 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SRAGOWICZ FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SRAG | BusinessNameControlTxt |
| Phone | 3058647888 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 PARK DRIVE | AddressLine1Txt |
| City | BAL HARBOUR | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33154 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE M FREUND | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3058647888 | PhoneNum |
| Signature | 2024-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | FREUND | 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 | SETH E SALVER CPA | PreparerPersonNm |
| PTIN | P01781433 | PTIN |
| Phone | 3058647888 | PhoneNum |
| Preparation | 2024-07-16 | PreparationDt |
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 | $4,082,433 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65,055 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65,055 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $65,055 | InterestOnSavingsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,549,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $65,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,055 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $65,055 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $72,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,063 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,063 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,508 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $150 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $83,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,721 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $212,548 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $212,548 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $296,269 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $296,269 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$231,214 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,055 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $65,055 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $3,594,609 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,471,163 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,471,163 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,270 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,270 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,270 | PrepaidExpensesEOYFMVAmt |
| Other Assets BOY | $670,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $610,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $610,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,265,880 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,082,433 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,082,433 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,718 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $50,485 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,718 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,485 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,154,333 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,154,333 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$2,891,171 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$3,122,385 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,263,162 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,031,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,265,880 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,082,433 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,263,162 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$231,214 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,031,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,031,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRIL73804329 US TREASURE NOTE | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-12-14 | AcquiredDt |
| Sold | 2023-10-02 | SoldDt |
| Gross Sales Price | $1,549,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,549,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $157 | 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 | $157 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $747 | 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 | 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 | SALVER SALVER CPAS LLP | IndividualWithBooksNm |
| Phone | 3058647888 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12550 BISCAYNE BLVD 700 | AddressLine1Txt |
| City | NORTH MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33181 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JANE FREUND | ||||||||
| 130 PARK DRIVE | BAL HARBOUR | FL | 33154 | PRESIDENT | 40.00 | $72,000 | $0 | $0 |
| JOHN SRAGOWICZ | ||||||||
| 141 BAL CROSS DRIVE | BAL HARBOUR | FL | 33154 | VICE PRESIDENT | 5.00 | $0 | $0 | $0 |
| NICOLE YOSEF | ||||||||
| 130 PARK DRIVE | BAL HARBOUR | FL | 33154 | SECRETARY | 5.00 | $0 | $0 | $0 |
| ELI FREUND | ||||||||
| 130 PARK DRIVE | BAL HARBOUR | FL | 33154 | TREASURER | 5.00 | $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 | $3,587,356 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,737,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,737,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,057 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,681,074 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $184,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $184,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $904 | TotalTaxAmt |
| Distributable Before Adj | $183,150 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $183,150 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $183,150 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $296,269 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $296,269 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,150 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,670 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $296,269 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,670 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $165,599 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $17,551 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ALEPH INSTITUTE | |||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | CHARITABLE | $500 |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||
| 1560 BROADWAY | NEW YORK | NY | 10036 | CHARITABLE | $80,000 |
| CALIFORNIA CLUB CHABAD | |||||
| 825 NE 205TH STREET | MIAMI | FL | 33179 | CHARITABLE | $11,000 |
| CHABAD OF CHERRY CREEK | |||||
| 353 MILWAUKEE ST | DENVER | CO | 80206 | CHARITABLE | $3,000 |
| CHABAD OF PALMETTO BAY | |||||
| 16721 SW 78TH COURT | PALMETTO BAY | FL | 33157 | CHARITABLE | $860 |
| CHAMAH | |||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10170 | CHARITABLE | $728 |
| FRIENDS OF CHABAD OF DOMINICAN REPUBLIC | |||||
| 270 PARK AVE | NEW YORK | NY | 10017 | CHARITABLE | $25,000 |
| JEWISH COMMUNITY SERVICES | |||||
| 735 NE 125TH ST | NORTH MIAMI | FL | 33161 | CHARITABLE | $860 |
| MERKAZ MOSDOS CHINUCH | |||||
| 35 BALFOUR PLACE | BROOKLYN | NY | 11225 | CHARITABLE | $610 |
| NACHAL NOVEA MEKOR CHOCHMA | |||||
| 1437 47TH ST | BROOKLYN | NY | 11219 | CHARITABLE | $500 |
| SIMCHA CONNECTION | |||||
| 1700 JOHN F KENNEDY CSWY | NORTH BAY VILLAGE | FL | 33141 | CHARITABLE | $4,360 |
| THE SHUL OF BAL HARBOUR | |||||
| 9540 COLLINS AVENUE | SURFSIDE | FL | 33154 | CHARITABLE | $42,140 |
| BEIS CHAYA | |||||
| 1505 CARROLL ST | BROOKLYN | NY | 11213 | CHARITABLE | $500 |
| CHABAD OF SOUTH WEST BROWARD | |||||
| 5960 SW 106TH AVE | COOPER CITY | FL | 33328 | CHARITABLE | $5,000 |
| BEIT DAVID HIGHLAND LAKES SHUL INC | |||||
| 2600 NE 209TH ST | MIAMI | FL | 33180 | CHARITABLE | $3,000 |
| CENTRAL FUND ISRAEL | |||||
| 461 CENTRAL AVE | CEDARHURST | NY | 11516 | CHARITABLE | $20,000 |
| CHAI LIFELINE | |||||
| 2699 STIRLING RD STE B303 | FORT LAUDERDALE | FL | 33312 | CHARITABLE | $360 |
| FALIC FAMILY FOUNDATION | |||||
| 6100 HOLLYWOOD BLVD 7TH FLOOR | HOLLYWOOD | FL | 33024 | CHARITABLE | $500 |
| FRIENDS OF UNITED HATZALAH | |||||
| 442 5TH AVE 1866 | NEW YORK | NY | 10018 | CHARITABLE | $4,100 |
| HEALING HEARTS | |||||
| 916 N PARK RD | HOLLYWOOD | FL | 33021 | CHARITABLE | $1,500 |
| EZRAT ISRAEL | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | CHARITABLE | $180 |
| CHABAD OF NICARAGUA INC | |||||
| 1212 LINCOLN PPLC 2A | BROOKLYN | NY | 11213 | CHARITABLE | $5,000 |
| CHABAD OF CHENGDU | |||||
| 793 E 8TH ST | BROOKLYN | NY | 11230 | CHARITABLE | $1,000 |
| CHAI ARGENTINA | |||||
| 3530 MYSTIC POINTE 114 | AVENTURA | FL | 33180 | CHARITABLE | $1,000 |
| THE SURFSIDE MINYAN | |||||
| 8846 HARDING AVE | SURFSIDE | FL | 33154 | CHARITABLE | $350 |
| TORAT CHESED TRUST | |||||
| 3805 FIFTEENTH AVE | BROOKLYN | NY | 11218 | CHARITABLE | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $212,548 | 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 | $65,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,055 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROF. FEES | CategoryTxt |
| Amt | $6,063 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,063 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS | Desc |
| BOY Book Value | $670,000 | BOYBookValueAmt |
| EOY Book Value | $610,000 | EOYBookValueAmt |
| EOYFMV | $610,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $150 | DisbursementsCharitablePrpsAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PAYROLL LIABILITIES | $2,718 | $2,718 |
| $0 | $47,767 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAX | CategoryTxt |
| Amt | $5,508 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,508 | DisbursementsCharitablePrpsAmt |
Comments