EPHRAIM AND GAIL PROPP FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EPHRAIM AND GAIL PROPP FAMILY FOUNDATION INC (EIN 45-4024050)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-10
- IRS object ID
- 202413159349101006
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-10T19:18:26-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133641196 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Hirsch Oelbaum Bram & Hanover CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 42 West 39th St | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 | 454024050 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EPHRAIM AND GAIL PROPP FAMILY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EPHR | BusinessNameControlTxt |
| Phone | 9176600744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 PARK AVENUE 4B | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAIL PROPP | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129883856 | PhoneNum |
| Signature | 2024-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Samuel Oelbaum CPA | PreparerPersonNm |
| PTIN | P00148407 | PTIN |
| Phone | 2122278034 | PhoneNum |
| Preparation | 2024-11-10 | 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 | $8,345,545 | 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 |
| Interest On Sav Rev And Expnss | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $216,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $216,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$75,852 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $74,944 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,887 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,887 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $153,822 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $229,674 | 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 | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $250 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,029 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,990 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,050 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,029 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,041 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,041 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,031 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,050 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $404,070 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$255,209 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $227,624 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $50,723 | CashBOYAmt |
| Cash EOY | $29,057 | CashEOYAmt |
| Cash EOYFMV | $29,057 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $110,464 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,292 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,292 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,475,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,351,803 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,010,724 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $18,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $286,474 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $268,471 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $268,472 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,941,636 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,686,623 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,345,545 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $196 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $196 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,021,953 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,941,636 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$80,317 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$255,209 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,941,636 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,686,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,941,636 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,686,623 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,941,636 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$255,209 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,686,427 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,686,427 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Securities at Oppenheimer & Co | P | 2017-10-30 | 2023-12-31 | $40,197 | $121,104 | -$80,907 | -$80,907 |
| Securities at Oppenheimer & Co | P | 2017-03-15 | 2023-10-13 | $34,747 | $29,692 | $5,055 | $5,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$75,852 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,164 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,164 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,164 | 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 | $185 | EsPenaltyAmt |
| Tax Due | $3,349 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | EPHRAIM GAIL PROPP FAMILY FOUNDAT | IndividualWithBooksNm |
| Phone | 2129883856 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 PARK AVE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10028 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GAIL PROPP | ||||||||
| 950 PARK AVENUE | NEW YORK | NY | 10028 | PRESIDENT AND DIRECTOR | 2.00 | $0 | $0 | $0 |
| ANNA PROPP | ||||||||
| 950 PARK AVENUE | NEW YORK | NY | 10028 | VICE-PRES AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC GOMBERG | ||||||||
| 1474 THIRD AVE | NEW YORK | NY | 10028 | SECRETARY AND DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID GOMBERG | ||||||||
| 565 PARK AVE | NEW YORK | NY | 10065 | TREASURER AND 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 |
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 | $7,870,893 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,571 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,919,464 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,919,464 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,800,672 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $390,034 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $390,034 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,164 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,164 | TotalTaxAmt |
| Distributable Before Adj | $386,870 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $386,870 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $386,870 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $404,070 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $404,070 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $386,870 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $397,549 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $404,070 | QualifyingDistributionsAmt |
| Applied To Year1 | $397,549 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,521 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $380,349 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 92ND STREET YMWHA | |||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $2,500 |
| AMERICAN FRIENDS OF ISRAEL MUSEUM | |||||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $1,000 |
| AMERICAN FRIENDS OF LIBI | |||||||
| 2001 BEACON ST | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $25,000 |
| AMERICAN FRIENDS OF SHALVA | |||||||
| 315 FIFTH AVE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $2,500 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 6760 | PHILADELPHIA | PA | 19170 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATIONFOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $13,500 |
| BARNARD COLLEGE | |||||||
| PO BOX AS 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $2,500 |
| BROWN RISD HILLEL | |||||||
| 80 BROWN ST | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $35,000 |
| CHABAD OF COLLEGE HILL | |||||||
| 12 OLIVE ST | PROVIDENCE | RI | 02906 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $3,600 |
| CHEVRA GEMACH | |||||||
| 140 WASHINGTON AVE | CEDARHURST | NY | 11516 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $5,000 |
| CONGREGATION KEHILATH JESHURUN | |||||||
| 125 EAST 85TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $94,210 |
| CONGREGATION SHEARITH ISRAEL | |||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $17,836 |
| EZRAT ISRAEL | |||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $15,000 |
| FIFTH AVENUE SYNAGOGUE | |||||||
| 5 EAST 62ND ST | NEW YORK | NY | 10065 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $7,300 |
| GIMMEL FOUNDATION | |||||||
| 10 WEST 86TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $1,800 |
| ISRAEL SCHOLARSHIP EDUCATION FOUNDATION | |||||||
| 520 8TH AVENUE | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $4,000 |
| JEWISH CENTER OF ATLANTIC BEACH | |||||||
| 100 NASSAU AVE | ATLANTIC BEACH | NY | 11509 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $20,500 |
| KEREN OR | |||||||
| 330 WEST 38TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $1,400 |
| MANHATTAN JEWISH EXPERIENCE | |||||||
| 131 WEST 86TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $5,000 |
| RAMAZ SCHOOL | |||||||
| 60 EAST 78TH ST | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $5,000 |
| REFUAH RESOURCES | |||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $7,200 |
| SAMUEL WAXMAN CANCER RESEARCH FOUNDATION | |||||||
| 420 LEXINGTON AVE | NEW YORK | NY | 10170 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $3,200 |
| SAR ACADEMY | |||||||
| 503 WEST 259TH ST | BRONX | NY | 10471 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $41,500 |
| SHEFA SCHOOL | |||||||
| 40 EAST 29TH ST | NEW YORK | NY | 10016 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $25,000 |
| SHIR HADASH | |||||||
| 11 EAST 86TH ST | NEW YORK | NY | 10028 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATIONFOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $1,000 |
| SIXPOINT | |||||||
| 4905 34TH ST SOUTH | ST PETERSBURG | FL | 33711 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $3,600 |
| STAND WITH US | |||||||
| 1801 W OLYMPIC BLVD | PASADENA | CA | 91199 | NONE | PUBLIC CHARITY | GOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $2,900 |
| THE JEWISH CENTER | |||||||
| 131 WEST 86TH ST | NEW YORK | NY | 10024 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $1,595 |
| THE RIVERDALE MINYAN | |||||||
| 4545 INDEPENDENCE AVE | RIVERDALE | NY | 10471 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $8,250 |
| UNITED JEWISH APPEALFEDERATION | |||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $30,550 |
| UNITED STATES HOLOCAUST MUSEUM | |||||||
| 60 EAST 42ND ST | NEW YORK | NY | 10165 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING NEEDS OF RECIPIENT ORGANIZATION | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,041 | 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 | $103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $216,684 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,887 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$75,852 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $153,822 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $153,822 | 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 | $1,800 | Amt |
| Net Investment Income | $1,800 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BOND | BondNm |
| EOY Book Value | $18,000 | EOYBookValueAmt |
| EOYFMV | $18,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $4,351,803 | EOYBookValueAmt |
| EOYFMV | $8,010,724 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PARTNERSHIPS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $268,472 | BookValueAmt |
| EOYFMV | $268,472 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE FEES | $250 | $250 | $0 |
| Misc Office Expenses | $14,029 | $0 | $14,029 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| Melrose Indiana Holdings | $1,717 | $1,717 | $1,717 |
| Solomon Montlimar Holdings | -$1,996 | -$1,996 | -$1,996 |
| Cedar Fair LP | -$2,169 | -$2,169 | -$2,169 |
| KP Blue Bell LLC | $8,936 | $8,936 | $8,936 |
| KP Concordia LLC | $6,399 | $6,399 | $6,399 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax | CategoryTxt |
| Amt | $2,911 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments