JFI CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-17
- IRS object ID
- 202442619349100614
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-17T14:58:25-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSCHANSKI & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFIC | BusinessNameControlTxt |
| Phone | 7325312562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SIXTH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHEL JOYCE INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2024-09-17 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,750,350 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5,943 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,943 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,275 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,275 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,309 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,070 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $754 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $754 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $83,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,972 | 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 | $7,499 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $8,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $352 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $432,101 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $432,101 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $448,020 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,101 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$364,357 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,972 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $46,116 | CashBOYAmt |
| Cash EOY | $108,592 | CashEOYAmt |
| Cash EOYFMV | $108,592 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,089,583 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,595,517 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,595,517 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $763 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $3,318,259 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,384,256 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,032,932 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $11,310 | OtherAssetsBOYAmt |
| Other Assets EOY | $13,309 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $13,309 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,466,031 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,101,674 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,750,350 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,466,031 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,101,674 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,466,031 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,466,031 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,101,674 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,466,031 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$364,357 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,101,674 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,101,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 300 DSX | P | 2022-09-07 | 2023-03-31 | $1,422 | $1,357 | $65 | $65 |
| 250 DSX WS | P | 2022-09-07 | 2023-12-31 | $87 | $170 | -$83 | -$83 |
| 108 OP | P | 2022-01-01 | 2022-01-01 | $301 | $1,521 | -$1,220 | -$1,220 |
| 65 OP | P | 2023-04-21 | 2023-12-31 | $142 | $220 | -$78 | -$78 |
| 35 OP | P | 2023-04-21 | 2023-12-31 | $80 | $118 | -$38 | -$38 |
| 1 OP | P | 2022-11-25 | 2023-06-30 | $3 | $33 | -$30 | -$30 |
| 100 GOGL | P | 2022-08-30 | 2023-03-31 | $1,035 | $960 | $75 | $75 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,309 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,181 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,181 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,181 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,181 | 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 |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325312562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SIXTH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| YOSSEF INY | ||||||||
| 16 REGAL CT | LAKEWOOD | NJ | 08701 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| RACHEL J INY | ||||||||
| 18 SIXTH STREET | LAKEWOOD | NJ | 08701 | TRUSTEE | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $432,101 | Expenses1Amt |
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 | $5,165,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,905,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,071,772 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,071,772 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $106,077 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,965,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $348,285 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $348,285 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,181 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,181 | TotalTaxAmt |
| Distributable Before Adj | $347,104 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $347,104 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $347,104 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,101 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $432,101 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $347,104 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,706 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,101 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,706 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $347,104 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,291 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,291 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $45,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $45,291 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TIME | |||||||
| 1310 48TH STREET 406 | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $10 |
| AMERICAN FRIENDS OF KOL YEHUDA | |||||||
| 1514 39TH ST | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $15,000 |
| ATERET TORAH CENTER | |||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11223 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $10,100 |
| BAIS KAILA | |||||||
| 100 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 |
| BAIS YAAKOV HIGH SCHOOL | |||||||
| 277 JAMES ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $338 |
| BETH MEDRASH GOVOHA | |||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 |
| CHANUN VRACHUM | |||||||
| 510 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $126 |
| EFRAT | |||||||
| 1274 49TH ST SUITE 569 | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $36 |
| FRIENDS OF BRISKER YESHIVA | |||||||
| 38 SADDLE RIVER RD | MONSEY | NY | 10952 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 |
| FRIENDS OF NEVE COLLEGE FOR WOMEN | |||||||
| 25 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $21,000 |
| KHAL BNEI TORAH | |||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $211,123 |
| KOL YEHUDA | |||||||
| 1514 39TH ST | BROOKLYN | NY | 11218 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $5,200 |
| LAKEWOOD CHEDER SCHOOL | |||||||
| 725 VASSAR AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,800 |
| MABAS FUND | |||||||
| 1126 CAROLINA ST | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $10,000 |
| MATEH MOSHE | |||||||
| 290 DISC DR | SPARKS | NV | 89436 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $31,000 |
| MIDRASH BET NASI | |||||||
| 1716 E 7TH ST | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,600 |
| OHR HABITACHON | |||||||
| 45 GOLDCREST DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,000 |
| OZ VEHADAR | |||||||
| 639 7TH STREET | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $14,700 |
| SEMINAR LMOROS | |||||||
| 4420 15TH AVE | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 |
| THE DONORS FUND | |||||||
| 1777 AVENUE OF THE STATES | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $4,015 |
| TIFERES BAIS YAAKOV | |||||||
| 613 OAK ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 |
| TIFERET RABBI AKIVA | |||||||
| 2687 RIVERSIDE AVE | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 |
| TIFERET TIBERIAS | |||||||
| 15 WEST 37TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| VARIOUS CHARITIES | |||||||
| UNKNOWN | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF CHARITABLE ORGANIZATIONS | $6,995 |
| YESHIVA ATERET TORAH | |||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 |
| YESHIVA OHR HACHAIM | |||||||
| 3 AUSTRA PKWY | MONROE | NY | 10950 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $33,000 |
| YESHIVA YAAROS DEVASH | |||||||
| 1051 W COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $11,000 |
| ZICHRON BINYOMIN | |||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $3,400 |
| ZICHRON MOSHE | |||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,100 |
| AMERICAN FRIENDS OF BIRCHAS MORDECHAI | |||||||
| 15 HERSCHEL TERRACE | MONSEY | NY | 10952 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| AMERICAN FRIENDS OF KOL ITZHAK | |||||||
| 7W 36TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 |
| AMUD CHESED | |||||||
| UNKNOWN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| CONGREGATION AHAVAT TORAH | |||||||
| 1350 SHAFTO AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| DARCHEI DOVID FOUNDATION | |||||||
| 1984 E 1ST ST | BROOKLYN | NY | 11223 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $500 |
| KEREN HATZEDAKA | |||||||
| 103 BELLEVUE AVE | JACKSON | NJ | 08527 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $2,326 |
| KEREN HAYESHIVOS | |||||||
| 1616 E 10TH ST | BROOKLYN | NY | 11223 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $500 |
| KEREN KESER EPHRAIM | |||||||
| UNKNOWN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $500 |
| KEREN OHR | |||||||
| 6314 WINNER AVE | BALTIMORE | MD | 21215 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| KEREN ORAH | |||||||
| 1339 52ND ST | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,172 |
| KOLLEL ALIYAS ELIAHU | |||||||
| UNKNOWN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $260 |
| OHR HACHAIM INSTITUTIONS | |||||||
| UNKNOWN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| TORAT CHAIM | |||||||
| 3119 QUENTIN RD | BROOKLYN | NY | 11234 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| YESHIVAT AMALE TORAH | |||||||
| 40 E LINDEN AVE | ENGLEWOOD | NJ | 07631 | NONE | 501(C)(3) | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $432,101 | 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 | $5,943 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,275 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $754 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$1,309 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,663 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,663 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,499 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30000 SH XOM | $1,270,673 | $2,999,400 |
| 35000 SH TEVA | $364,525 | $365,400 |
| 20800 SH RYLD | $424,853 | $348,192 |
| 11300 SH XYLD | $465,078 | $445,672 |
| 4680 SH IVR | $53,951 | $41,465 |
| 18900 SH QYLD | $332,164 | $327,726 |
| 750 SH RIO | $45,000 | $55,845 |
| 1000 GGB | $11,143 | $11,883 |
| 6600 VALE | $84,225 | $104,676 |
| 7000 GOGL | $61,397 | $68,320 |
| 7000 DSX | $31,183 | $25,441 |
| 2725 JEPI | $146,882 | $149,821 |
| 50 OP | $178 | $112 |
| 1463 DSX WS | $906 | $410 |
| 3300 AGNC | $27,819 | $32,373 |
| 6300 AMKBY | $64,279 | $56,196 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| BOY Book Value | $11,310 | BOYBookValueAmt |
| EOY Book Value | $13,309 | EOYBookValueAmt |
| EOYFMV | $13,309 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $292 | $0 | $0 |
| OFFICE EXPENSES | $60 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue And Expenses Per Books | $754 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $754 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $754 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $3,602 | $0 | $0 |
| FOREIGN TAXES | $4,466 | $0 | $0 |
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