ALLEN I GROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN I GROSS CHARITABLE FOUNDATION (EIN 11-2906887)
- Tax period
- 2022-12-01 to 2023-11-30
- Filed
- 2024-09-30
- IRS object ID
- 202402749349100515
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-30T11:08:06-05:00 | ReturnTs |
| Tax Period End | 2023-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112906887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN I GROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2128374602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 BROADWAY 27TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN I GROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128374602 | PhoneNum |
| Signature | 2024-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN MARK BOTWINICK | PreparerPersonNm |
| PTIN | P00841433 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2024-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,025,027 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $262,047 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262,047 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,590 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,590 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$25,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,419 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $363,494 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $313,637 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,075 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $23,021 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,788 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,096 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $295,052 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $295,052 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $340,840 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,096 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $295,052 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $22,654 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $272,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $7,902,349 | CashBOYAmt |
| Cash EOY | $522,118 | CashEOYAmt |
| Cash EOYFMV | $522,118 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $8,133,084 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,133,084 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $1,463 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $104,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $13 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $13 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $8 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $309,012 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $288,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $288,123 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,660,811 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,081,680 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,081,680 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,978,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,025,027 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,025,027 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $25,000 | LoansFromOfficersBOYAmt |
| Other Liabilities BOY | $750 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,797 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $25,750 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,797 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,952,298 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,021,230 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,952,298 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,021,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,978,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,025,027 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,952,298 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $22,654 | ExcessRevenueOverExpensesAmt |
| Other Increases | $46,278 | OtherIncreasesAmt |
| Subtotal | $12,021,230 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,021,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $123,419 | GrossSalesPriceAmt |
| Cost Or Other Basis | $148,562 | CostOrOtherBasisAmt |
| Gain Or Loss | -$25,143 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$25,143 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$25,143 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,788 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,788 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,788 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,491 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,600 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,091 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $697 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128374602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GFI 45 BROADWAY 27TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN I GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EDITH GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BRIAN GROSS | ||||||||
| 2822 AVE L | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JONATHAN GROSS | ||||||||
| 1224 EAST 24TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CAROLYN WEISER | ||||||||
| 1368 EAST 26TH STREET | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ZAHAVA HURWITZ | ||||||||
| 1360 EAST 28TH STREET | BROOKLYN | NY | 11210 | TRUSTEE | 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 | $439,737 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,006,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,081,680 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,527,779 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,527,779 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,917 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,354,862 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,743 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,743 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,788 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,788 | TotalTaxAmt |
| Distributable Before Adj | $563,955 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $563,955 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $563,955 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $295,052 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $295,052 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $563,955 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $46,474 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $147,083 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $193,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $295,052 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $295,052 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $193,557 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $193,557 | 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 | $75,346 | 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 (70 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A TIME USA | ||||||
| 1310 48 STREET | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $260 |
| AGUDATH ISRAEL BAIS BINYOMIN | ||||||
| 2913 EAST 15 AVENUE L | BROOKLYN | NY | 11210 | PC | ASSISTANCE FOR THE NEEDY | $15,842 |
| AGUDATH ISRAEL OF AMERICA | ||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| AGUDIST BENEVOLENT SOCIETY | ||||||
| 1769 46TH STREET | BROOKLYN | NY | 11201 | PC | ASSISTANCE FOR THE NEEDY | $186 |
| BAIS YAAKOV D'RAV MEIR | ||||||
| 85 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $19,000 |
| BEER HAGOLAH | ||||||
| 671 LOUISIANA AVENUE | BROOKLYN | NY | 11239 | PC | ASSISTANCE FOR THE NEEDY | $500 |
| BIKUR CHOLIM ARUGAS HABOSEM | ||||||
| 3509 CLARKS LN | BALTIMORE | MD | 21215 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| BIKUR CHOLIM OF FLATBUSH NEFESH CHAYA TIFERES YOSEF YAD LCHOLIM | ||||||
| 3018 BEDFORD AVE | BROOKLYN | NY | 11210 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| BNEI TORAH | ||||||
| 3514 FLATLANDS AVE | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| BNOS YAAKOV HIGH SCHOOL | ||||||
| 2710 AVENUE X | BROOKLYN | NY | 11235 | PC | ASSISTANCE FOR THE NEEDY | $1,000 |
| CHAI LIFE LINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | ASSISTANCE FOR THE NEEDY | $500 |
| CHAIM MEIR CAMP FUND | ||||||
| 132 NASSAU ST | NEW YORK | NY | 10038 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| CHOFETZ CHAIM HERITAGE FUND | ||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | PC | ASSISTANCE FOR THE NEEDY | $680 |
| CONG CHASDEI LEV | ||||||
| PO BOX 297257 | BROOKLYN | NY | 11229 | PC | ASSISTANCE FOR THE NEEDY | $35,000 |
| CONGREGATION YECHEZKEL SHRAGA | ||||||
| 5005 COLLINS AVENUE | MIAMI BEACH | FL | 33140 | PC | ASSISTANCE FOR THE NEEDY | $2,000 |
| DERECH HATORA - KIRYAT | ||||||
| 2810 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| EDUCATIONAL INSTITUTE OHOLEI TORAH | ||||||
| 667 EASTERN PKWY | BROOKLYN | NY | 11213 | PC | ASSISTANCE FOR THE NEEDY | $500 |
| HACHNOSAS KAYLA FUND INC | ||||||
| 1132 BAY 24TH ST | FAR ROCKAWAY | NY | 11691 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| HASC | ||||||
| 5902 14TH AVENUE | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $200 |
| JEP CAMP SCHOLORSHIP FUND | ||||||
| 110 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | PC | ASSISTANCE FOR THE NEEDY | $36 |
| KIMPITORIN AID | ||||||
| 1324 50TH STREET | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| MAIMONIDES MEDICAL CENTER | ||||||
| 4802 10TH AVE | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $25,000 |
| MATAN BSETAR BAMBI | ||||||
| 1667 54TH STREET | BROOKLYN | NY | 11204 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| MATNAS MICHOEL | ||||||
| 659 EAST 7TH STREET | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| MESIVTA TIFERES JERUSALEM | ||||||
| 145 E BROADWAY | NEW YORK | NY | 10002 | PC | ASSISTANCE FOR THE NEEDY | $610 |
| MESORES BAIS YAAKOV | ||||||
| 1395 OCEAN AVE | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $22,700 |
| OHEL | ||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 11204 | PC | ASSISTANCE FOR THE NEEDY | $500 |
| OHEL AVRAHAM JEWISH STUDENT INFO CENTER | ||||||
| POB 95016 | PALATINE | IL | 60095 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| OHEL CHILDREN'S HOME | ||||||
| 1268 EAST 14TH STREET | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $5,000 |
| OLD BROADWAY SYNAGOGUE | ||||||
| 15 OLD BROADWAY | NEW YORK | NY | 10027 | PC | ASSISTANCE FOR THE NEEDY | $200 |
| ORTHODOX UNION | ||||||
| 11 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| PROJECT INSPIRE | ||||||
| 1407 BROADWAY SUITE 1703A | NEW YORK | NY | 10018 | PC | ASSISTANCE FOR THE NEEDY | $52,750 |
| PROJECT RANANA | ||||||
| 1179 EAST 13TH STREET | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $750 |
| PROSPECT PARK YESHIVA | ||||||
| 1784 EAST 17TH STREET | BROOKLYN | NY | 11229 | PC | ASSISTANCE FOR THE NEEDY | $800 |
| RCCS ROFEH CHOLIM CANCER SOCIETY | ||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | PC | ASSISTANCE FOR THE NEEDY | $1,280 |
| RIVKAH LAUFER BIKUR CHOLIM | ||||||
| 1406 57TH STREET | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $600 |
| SAMCHENU | ||||||
| 812 HYDE COURT | SILVER SPRING | MD | 20902 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| SATMAR BIKUR CHOLOM | ||||||
| 545 BEDFORD AVENUE | BROOKLYN | NY | 11211 | PC | ASSISTANCE FOR THE NEEDY | $660 |
| SHARSHERET | ||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| SHOR YOSHUV | ||||||
| 1 CEDARLAWN AVENUE | LAWRENCE | NY | 11559 | PC | ASSISTANCE FOR THE NEEDY | $600 |
| SINAI ACADEMY | ||||||
| 2025 79TH STREET | BROOKLYN | NY | 11214 | PC | ASSISTANCE FOR THE NEEDY | $4,100 |
| TORAH LIVE INC | ||||||
| 206A WYNATT STREET | LAKEWOOD | NJ | 08701 | PC | ASSISTANCE FOR THE NEEDY | $10,000 |
| UNITED STATES HOLOCAUST MUSEUM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | ASSISTANCE FOR THE NEEDY | $150 |
| YAD BATYAH L'KALLAH | ||||||
| 1256 EAST 26TH STREET | BROOKLYN | NY | 11210 | PC | ASSISTANCE FOR THE NEEDY | $280 |
| YAD MOISHE | ||||||
| 4706 12TH AVE | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| YESHIVA LIVNAS HASAPIR | ||||||
| 1760 53ST | BROOKLYN | NY | 11204 | PC | ASSISTANCE FOR THE NEEDY | $1,000 |
| YESHIVA NACHLAS TZVI DKRULA | ||||||
| 127 WALLABOUT ST | BROOKLYN | NY | 11206 | PC | ASSISTANCE FOR THE NEEDY | $258 |
| YESHIVA OF STATEN ISLAND | ||||||
| 1870 DRUMGOOLE ROAD EAST | STATEN ISLAND | NY | 10309 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| YESHIVA OHR REUVEN | ||||||
| 259 GRANDVIEW AVENUE | SUFFERN | NY | 10901 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| YESHIVA OHR SHRAGA VERETZSKY | ||||||
| 1102 AVENUE L | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $1,000 |
| YESHIVA SAMSON RAPHAEL HIRSCH | ||||||
| 93 BENNETT AVE | NEW YORK | NY | 10033 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| YESHIVA TIFERES YISROEL | ||||||
| 1271 EAST 35TH STREET | BROOKLYN | NY | 11210 | PC | ASSISTANCE FOR THE NEEDY | $50,700 |
| YESHIVA TORAH VODAATH | ||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $600 |
| ZICHRON SHLOMO REFUAH FUND | ||||||
| 1319 51ST ST | BROOKLYN | NY | 11219 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| AISH HATORAH INC | ||||||
| 311 W 83RD ST | NEW YORK | NY | 10024 | PC | ASSISTANCE FOR THE NEEDY | $20,302 |
| AMERICAN FRIENDS OF YESHIVA TALMUD KIRYAT MALACHI INC | ||||||
| 22 BLACK WATCH TRL | MORRISTOWN | NJ | 07960 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| TEMPLE BETH HATFILOH | ||||||
| 201 8TH AVE SE | OLYMPIA | WA | 98501 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| CONG NACHLAS YEHOSHUA OF MONASTRISTCH | ||||||
| 2702 AVENUE M | BROOKLYN | NY | 11210 | PC | ASSISTANCE FOR THE NEEDY | $200 |
| HATZOLAH AIR EMERGENCY RESPONSE TEAM | ||||||
| 136 TOWER RD | WEST HARRISON | NY | 10604 | PC | ASSISTANCE FOR THE NEEDY | $5,000 |
| JFT - JEWISH FUTURES FOUNDATION INC | ||||||
| 918 AVENUE P | BROOKLYN | NY | 11223 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| M Y KEREN HASHLUCHIM INC | ||||||
| 398 CROWN ST | BROOKLYN | NY | 11225 | PC | ASSISTANCE FOR THE NEEDY | $9,000 |
| MY EXTENDED FAMILY | ||||||
| 3315 AVENUE N | BROOKLYN | NY | 11234 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| NATIONAL CONFERENCE OF SYNAGOGUE YOUTH | ||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| NEVE HACHESED | ||||||
| 411 AVENUE F | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $18 |
| OHEL YITZCHOK | ||||||
| 137-58 70TH AVE | QUEENS | NY | 11367 | PC | ASSISTANCE FOR THE NEEDY | $200 |
| AMERICAN FRIENDS OF ORR SHALOM | ||||||
| 3706 ENTERPRISE DRIVE | JANESVILLE | WI | 53546 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| THE PRESS FOUNDATION OF AMERICA | ||||||
| 1720 57TH ST | BROOKLYN | NY | 11204 | PC | ASSISTANCE FOR THE NEEDY | $360 |
| YESHIVA GEDOLA LUBAVITCH | ||||||
| 92-15 69TH AVE | QUEENS | NY | 11375 | PC | ASSISTANCE FOR THE NEEDY | $50 |
| YESHIVA TORAH TEMIMAH | ||||||
| 555 OCEAN PKWY | BROOKLYN | NY | 11218 | PC | ASSISTANCE FOR THE NEEDY | $180 |
| ZICHRON ELIYAHU | ||||||
| 1595 E 18TH ST | BROOKLYN | NY | 11230 | PC | ASSISTANCE FOR THE NEEDY | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $295,052 | 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 | $262,047 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,590 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$25,143 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $288,494 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $288,494 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| EG FAMILY HOLDING COMPANY LLC | ||||||
| 1 | 1345 E 27 STREET | BROOKLYN | NY | 11210 | $50,000 | Yes (X) |
| BCG CHARITABLE FOUNDATION | ||||||
| 2 | 2822 AVENUE L | BROOKLYN | NY | 11210 | $25,000 | Yes (X) |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BLACKROCK BOND ALLOCATION TARGET SHARES | BondNm |
| EOY Book Value | $9 | EOYBookValueAmt |
| EOYFMV | $9 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $13 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHAKEYS MILLENNIUM OFFSHORE FUND LTD SER 1 | FMV | $258,028 | $258,028 |
| NATIONAL SECURITY LIFE INS CO NSCORE LITE II | FMV | $30,095 | $30,095 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SQUARE MILE PARTNERS | $17,550 | ||
| INVESTMENT | $3,643,261 | $3,081,680 | $3,081,680 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $182 | $0 | $0 | $0 |
| RENTAL LOSS | $23,021 | $23,021 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS ON SECURITIES | Desc |
| Amt | $46,278 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES PAYABLE | Desc |
| BOY Book Value | $750 | BOYBookValueAmt |
| EOY Book Value | $3,797 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICE CHARGES | CategoryTxt |
| Amt | $18,075 | Amt |
| Net Investment Income | $18,075 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $4,510 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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