BETA

LANDMARK CHARITY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LANDMARK CHARITY FOUNDATION (EIN 20-2074411)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-08-01
IRS object ID
202442149349100009
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-01T12:19:44-00:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN472629406PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RAPHAEL GROSSMAN CPA LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11189 EAST 9TH STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN202074411EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LANDMARK CHARITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLANDBusinessNameControlTxt
Phone7182583004PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12502 AVENUE IAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGARY GELBFISHPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7182583004PhoneNum
Signature2024-08-01SignatureDt
Discuss With Paid PreparerfalseDiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRAPHAEL Z GROSSMANPreparerPersonNm
PTINP01436134PTIN
Phone7187589424PhoneNum
Preparation2024-08-01PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,758,720FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$233,499ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$17,091InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,091InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$17,091InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$70,554DividendsRevAndExpnssAmt
Dividends Net Invst Incm$70,554DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$321,144TotalRevAndExpnssAmt
Total Net Invst Incm$87,645TotalNetInvstIncmAmt
Total Adj Net Incm$17,091TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$1,100AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,100AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$1,100AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$1,100AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$18,500OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,500OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$18,500OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,500OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,268TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,268TaxesNetInvstIncmAmt
Taxes Adj Net Incm$4,268TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$4,268TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$23,868TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$23,868TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$23,868TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$23,868TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$233,499ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$233,499ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$257,367TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$23,868TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$23,868TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$257,367TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$63,777ExcessRevenueOverExpensesAmt
Net Investment Income$63,777NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$539,934CashBOYAmt
Cash EOY$1,167,520CashEOYAmt
Cash EOYFMV$1,167,520CashEOYFMVAmt
Corporate Stock BOY$4,155,009CorporateStockBOYAmt
Corporate Stock EOY$3,591,200CorporateStockEOYAmt
Corporate Stock EOYFMV$3,591,200CorporateStockEOYFMVAmt
Total Assets BOY$4,694,943TotalAssetsBOYAmt
Total Assets EOY$4,758,720TotalAssetsEOYAmt
Total Assets EOYFMV$4,758,720TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Capital Stock BOY$4,694,943CapitalStockBOYAmt
Capital Stock EOY$4,758,720CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$4,694,943TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,758,720TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,694,943TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,758,720TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,694,943TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$63,777ExcessRevenueOverExpensesAmt
Subtotal$4,758,720SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,758,720TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$887InvestmentIncomeExciseTaxAmt
Subtotal$887SubtotalAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$887ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$887TotalPaymentsAndCreditsAmt
Original Return Tax Paid$887OriginalReturnTaxPaidAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDR GARY GELBFISHIndividualWithBooksNm
Phone7182583004PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12502 AVENUE IAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
DR GARY GELBFISH
2502 AVENUE IBROOKLYNNY11210TRUSTEE004.00$0
CHANA GELBFISH
2502 AVENUE IBROOKLYNNY11210TRUSTEE003.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1DONATIONS TO CHARITABLE ORGANIZATIONSDescription1Txt
Expenses1$23,868Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,987,500AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$796,700AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,784,200TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,784,200AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$71,763CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,712,437NetVlNoncharitableAssetsAmt
Minimum Investment Return$235,622MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$235,622MinimumInvestmentReturnAmt
Tax Based On Investment Income$887TaxBasedOnInvestmentIncomeAmt
Total Tax$887TotalTaxAmt
Distributable Before Adj$234,735DistributableBeforeAdjAmt
Distributable Before Ded$234,735DistributableBeforeDedAmt
Distributable As Adjusted$234,735DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$257,367ExpensesAndContributionsAmt
Qualifying Distributions$257,367QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$234,735DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,947ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$49,881ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$193,041ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$118,012ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$442,881TotalExcessDistributionCyovAmt
Qualifying Distributions$257,367QualifyingDistributionsAmt
Applied To Current Year$234,735AppliedToCurrentYearAmt
Remaining Distri From Corpus$22,632RemainingDistriFromCorpusAmt
Total Corpus$465,513TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$81,947ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$383,566ExcessDistriCyovToNextYrAmt
Excess From Year4$49,881ExcessFromYear4Amt
Excess From Year3$193,041ExcessFromYear3Amt
Excess From Year2$118,012ExcessFromYear2Amt
Excess From Current Year$22,632ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDR GARY GELBFISHRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line12502 AVENUE IAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7182583004RecipientPhoneNum
Form And Info And MaterialsLETTERS OF RECOMMENDATIONS AND DESCRIPTIONS OF ACTIVITESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
LEV BAIS YAAKOV
3574 NOSTRAND AVEBROOKLYNNY11229AID TO NEEDY$16,795
FOXMAN TORAH INSTITUTE
31 MAPLE AVECHERRY HILLNJ08002AID TO NEEDY$18,000
TIFERES MORDECHAI
16 SUMNER PLBROOKLYNNY11206BUILDING FUND$6,400
BINYAN YERUSHALYIM
1274 49TH ST STE 248BROOKLYNNY11219BUILDING FUND$10,000
CONGREGATION AHAVAS SHALOM
7502 113TH STFOREST HILLSNY11375BUILDING FUND$26,000
CONGREGATION KNESSES YISROEL
698 UNION RDSPRING VALLEYNY10977BUILDING FUND$17,250
CONGREGATION MINCHAS CHINUCH
321 W 100TH STNEW YORKNY10025BUILDING FUND$15,000
BAIS YAAKOV DCHASSIDIE GER
1975 51 STBROOKLYNNY11204AID TO NEEDY$10,000
OTHER IRS APPROVED CHARITY
2502 AVENUE IBROOKLYNNY11210AID TO NEEDY$114,054
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$233,499TotalGrantOrContriPdDurYrAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementADDITIONAL INCOME SET ASIDE FOR CHARITABLE PURPOSESRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonBEDFORD REALTY MANAGMENTContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12502 AVENUE IAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Total Contributions$0TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING AND BOOKEEPINGCategoryTxt
Amt$1,100Amt
Net Investment Income$1,100NetInvestmentIncomeAmt
Adjusted Net Income$1,100AdjustedNetIncomeAmt
Disbursements Charitable Prps$1,100DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockMAXIM EQUITIESStockNm
EOY Book Value$3,591,200EOYBookValueAmt
EOYFMV$3,591,200EOYFMVAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryLOUIS P WELZCategoryTxt
Amt$18,500Amt
Net Investment Income$18,500NetInvestmentIncomeAmt
Adjusted Net Income$18,500AdjustedNetIncomeAmt
Disbursements Charitable Prps$18,500DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryIncome taxCategoryTxt
Amt$4,268Amt
Net Investment Income$4,268NetInvestmentIncomeAmt
Adjusted Net Income$4,268AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,268DisbursementsCharitablePrpsAmt

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