GIDEON LODGE 140 BNAI BRITH HOUSING FOUNDATION INC: Form 990PF, tax year 2023
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- Organization
- GIDEON LODGE 140 BNAI BRITH HOUSING FOUNDATION INC (EIN 23-7329471)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202403189349101550
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T09:30:21-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NORTHEAST INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TOWER PLACE EXECUTIVE PARK 7TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | 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 | 237329471 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GIDEON LODGE #140 | BusinessNameLine1Txt |
| Business Name Line2 | B'NAI B'RITH HOUSING FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GIDE | BusinessNameControlTxt |
| Phone | 5186945901 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO UHY ADVISORS 4 TOWER PLACE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM KAHN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5186945901 | PhoneNum |
| Signature | 2024-11-12 | 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 | WILLIAM KAHN | PreparerPersonNm |
| PTIN | P00543542 | PTIN |
| Phone | 5184493166 | PhoneNum |
| Preparation | 2024-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,316,093 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $210,833 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,833 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $177,490 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $882,332 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $177,490 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $388,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $388,413 | 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 |
| Other Prof Fees Rev And Expnss | $51,129 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,418 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $58,498 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $458,498 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$70,085 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $388,413 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,795 | CashBOYAmt |
| Cash EOY | $4,436 | CashEOYAmt |
| Cash EOYFMV | $4,436 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,699,826 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,311,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,311,657 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,701,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,316,093 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,316,093 | 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 | $7,701,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,316,093 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,701,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,316,093 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,701,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,316,093 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,701,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$70,085 | ExcessRevenueOverExpensesAmt |
| Other Increases | $684,557 | OtherIncreasesAmt |
| Subtotal | $8,316,093 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,316,093 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NET GAINS ON SECURITIES SOLD | PropertyDesc |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $882,332 | GrossSalesPriceAmt |
| Cost Or Other Basis | $704,842 | CostOrOtherBasisAmt |
| Gain Or Loss | $177,490 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $177,490 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $177,490 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,399 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,500 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $314 | EsPenaltyAmt |
| Tax Due | $3,213 | 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 | 0 | 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 | WWW.CFGCR.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM KAHN TREASURER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5184493166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UHY ADVISORS 4 TOWER PLACE | AddressLine1Txt |
| City | ALBANY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12203 | 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 (14 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 |
|---|---|---|---|---|---|---|---|---|
| ELLEN SAX | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ILLENE SYKES | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | FIRST VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| WILLIAM KAHN | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | TREASURER | 1.00 | $0 | $0 | $0 |
| ARTHUR ALOWITZ | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | SECRETARY | 1.00 | $0 | $0 | $0 |
| WILLIAM GOLDERMAN | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | SECOND VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| RONALD GREENBERG | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JANE SANDERS | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EDWARD MARINSTEIN | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ANDREW SAFRANKO | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID HOLLANDER | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JEFFREY COHEN | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| HARRIS OBERLANDER | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL LURIE | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EILEEN HANDELMAN | ||||||||
| C/O THE FOUNDATION 4 TOWER PLACE | ALBANY | NY | 12203 | DIRECTOR | 1.00 | $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 | THE MISSION OF THE FOUNDATION IS TO GRANT FUNDS TO 501(C)3 / NOT-FOR-PROFIT ORGANIZATIONS WHICH SPONSOR CERTAIN HOUSING RELATED PROGRAMS IN THE CAPITAL AREA OF NEW YORK STATE. MORE SPECIFICALLY, THE FOUNDATION PROVIDES SUPPORT TO RESIDENTS OF LOW INCOME RENTAL HOUSING BY PROVIDING GRANTS TO FUND, AMONG OTHER THINGS, RENT ACCOMMODATIONS AND RELATED SOCIAL, RECREATIONAL, AND SUPPORT FACILITIES. THROUGH B'NAI B'RITH'S RELATIONSHIP WITH THE COMMUNITY FOUNDATION OF THE GREATER CAPITAL REGION (CFGCR), CERTAIN PRELIMINARY COMPETITIVE GRANT CYCLE WORK EFFORTS (INCLUDING THE INITIAL REVIEW OF GRANT APPLICATIONS, ANALYSIS OF GRANTEE NEEDS AND PAST PERFORMANCE, FOLLOW-UP GRANTEE REPORTING, AND THE INITIAL DETERMINATION OF GRANT RANKINGS) ARE PERFORMED BY CFGCR. FINAL AWARD DECISIONS ARE COMPLETED BY THE B'NAI B'RITH GRANTS COMMITTEE AND, SUBSEQUENTLY, BY ITS BOARD OF DIRECTORS. IN 2023, $400,000 IN GRANTS WERE AWARDED TO 25 COMMUNITY ORGANIZATIONS IN SUPPORT OF HOUSING RELATED PROGRAMS. | Description1Txt |
| Expenses1 | $400,000 | 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 | $8,005,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,008,864 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,008,864 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $120,133 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,888,731 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $394,437 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $394,437 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,399 | TotalTaxAmt |
| Distributable Before Adj | $389,038 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $389,038 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $389,038 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $389,038 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,420 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $43,040 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,431 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $62,891 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $389,038 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,962 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $93,853 | 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 | $2,420 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $91,433 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $43,040 | ExcessFromYear4Amt |
| Excess From Year3 | $17,431 | ExcessFromYear3Amt |
| Excess From Current Year | $30,962 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALBANY JEWISH COMMUNITY CENTER | |||||||
| 340 WHITEHALL RD | ALBANY | NY | 12208 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| ALLIANCE FOR POSITIVE HEALTH | |||||||
| 845 CENTRAL AVE | ALBANY | NY | 12206 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $15,000 |
| BETTER COMMUNITY NEIGHBORHOODS INC | |||||||
| 670 FRANKLIN ST | SCHENECTADY | NY | 12305 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $10,000 |
| BOYS AND GIRLS CLUBS OF SCHENECTADY INC | |||||||
| PO BOX 466 | SCHENECTADY | NY | 12301 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $10,000 |
| CAPITAL ROOTS INC | |||||||
| 594 RIVER ST | TROY | NY | 12180 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $25,000 |
| CHABAD AT UNION COLLEGE | |||||||
| 225 SEWARD PLACE | SCHENECTADY | NY | 12305 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $5,000 |
| CHABAD LUBAVITCH OF SARATOGA COUNTY | |||||||
| 130 CIRCULAR ST | SARATOGA SPRINGS | NY | 12866 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $5,000 |
| COLONIE CHABAD JEWISH CENTER | |||||||
| 284 OSBORNE RD | LOUDONVILLE | NY | 12211 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $5,000 |
| COMMUNITY CAREGIVERS INC | |||||||
| 2021 WESTERN AVE | ALBANY | NY | 12203 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| EQUINOX INC | |||||||
| 95 CENTRAL AVE | ALBANY | NY | 12206 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| FAMILY PROMISE OF THE CAPITAL REGION | |||||||
| 738 NEW SCOTLAND AVE | ALBANY | NY | 12208 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $10,000 |
| FOOD PANTRIES FOR THE CAPITAL DISTRICT INC | |||||||
| 32 ESSEX ST | ALBANY | NY | 12206 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $22,500 |
| HOMELESS AND TRAVELERS AID SOCIETY | |||||||
| 138 CENTRAL AVE | ALBANY | NY | 12206 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| INTERFAITH PARTNERSHIP FOR THE HOMELESS | |||||||
| 176 SHERIDAN AVE | ALBANY | NY | 12210 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| JEWISH COMMUNITY CENTER OF SCHENECTADY | |||||||
| 2565 BALLTOWN RD | SCHENECTADY | NY | 12309 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| JEWISH FAMILY SERVICES OF NORTHEASTERN NY | |||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| JEWISH FEFERATION OF NORTHEASTERN NEW YORK | |||||||
| 184 WASHINGTON AVE EXT | ALBANY | NY | 12203 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| JOSEPH'S HOUSE AND SHELTER INC | |||||||
| 202 4TH ST | TROY | NY | 12180 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| MECHANICVILLE AREA COMMUNITY SERVICES CENTER INC | |||||||
| 6 SOUTH MAIN ST | MECHANICVILLE | NY | 12118 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| MOHAWK OPPORTUNITIES INC | |||||||
| 201 NOTT TERRACE | SCHENECTADY | NY | 12308 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $10,000 |
| REFUGEE WELCOME CORPORATION | |||||||
| 104 ONTARIO ST | ALBANY | NY | 12206 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| SAFE INC OF SCHENECTADY | |||||||
| 1344 ALBANY ST | SCHENECTADY | NY | 12304 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $12,500 |
| SHALOM FOOD PANTRY | |||||||
| 393 DELAWARE AVE | DELMAR | NY | 12054 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $5,000 |
| TRINITY ALLIANCE OF THE CAPITAL REGION INC | |||||||
| 15 TRINITY PL | ALBANY | NY | 12202 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $20,000 |
| UNITED TENANTS OF ALBANY INC | |||||||
| 255 ORANGE ST | ALBANY | NY | 12210 | N/A | 501(C)3 ORGANIZATION | RESTRICTED PROGRAM GRANT | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $210,833 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $177,490 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $388,413 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $388,413 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS. |
| 8 | THE FOUNDATION'S INVESTMENTS ALLOW FOR THE ANNUAL FUNDING OF GRANTS. |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITY AND OTHER SECURITIES | StockNm |
| EOY Book Value | $8,311,657 | EOYBookValueAmt |
| EOYFMV | $8,311,657 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE (D+O) | Desc |
| Revenue And Expenses Per Books | $1,418 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR UNREALIZED NET GAINS | Desc |
| Amt | $684,557 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT ADMINISTRATION FEES (CFGCR-SEE STMT 13) | $20,000 | $0 | $20,000 |
| INVESTMENT MANAGEMENT FEES (BERNSTEIN) | $31,049 | $0 | $0 |
| BANK SERVICE CHARGES | $80 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX FOR 2022 | $5,701 | $0 | $0 |
| NYS CHAR 500 FEE | $250 | $0 | $0 |
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