ADAR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ADAR FOUNDATION (EIN 20-6607160)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-04
- IRS object ID
- 202423099349101112
- 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
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-04T13:21:06-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 206607160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ADAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAR | BusinessNameControlTxt |
| Phone | 2126963410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 COLUMBUS CIRCLE SUITE 2105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MENACHEM PINCK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2126963410 | PhoneNum |
| Signature | 2024-10-31 | 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 | CINDY FEDER | PreparerPersonNm |
| PTIN | P01342030 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2024-10-31 | 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 | $4,207,462 | 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 | $3,408,991 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,517 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,517 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $94,067 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,502,061 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,067 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,561,653 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,662 | 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 |
| Accounting Fees Rev And Expnss | $15,611 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,561 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,050 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $53 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $53 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,400 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,400 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,064 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,614 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,450 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,911,533 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,911,533 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,928,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,614 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,926,983 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$366,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,848,359 | CashBOYAmt |
| Cash EOY | $141,871 | CashEOYAmt |
| Cash EOYFMV | $141,871 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $35,838 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,574,066 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,574,066 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,152,621 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,152,621 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,152,621 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,152,621 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $336,798 | CorporateStockBOYAmt |
| Corporate Stock EOY | $138,046 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $335,096 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,683 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,751 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,158 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,376,949 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,010,005 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,207,462 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,000,000 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $1,000,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,000,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,000 | 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 | $3,376,949 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,010,005 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,376,949 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,005 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,376,949 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,010,005 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,376,949 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$366,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,010,005 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,005 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICALY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,502,061 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,407,994 | CostOrOtherBasisAmt |
| Gain Or Loss | $94,067 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $94,067 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,067 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,100 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,100 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,100 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $226 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,300 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,526 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $574 | 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 |
| Org Report Or Register State | MD | 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 | ADAR FOUNDATION | IndividualWithBooksNm |
| Phone | 2126963410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 COLUMBUS CIRCLE SUITE 2105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| MENACHEM PINCK | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | TRUSTEE, PRESIDENT & VP | 5.00 | $0 | $0 | $0 |
| MARC INTRATOR | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | TREASURER | 0.50 | $0 | $0 | $0 |
| LEAH SHOLEM | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | SECRETARY | 20.00 | $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 | $444,675 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,697,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,119 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,144,711 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,144,711 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,112,540 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,627 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,627 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,100 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,100 | TotalTaxAmt |
| Distributable Before Adj | $103,527 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $103,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $103,527 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,926,983 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,926,983 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $103,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,931,209 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,433,280 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,763,769 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,943,972 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,090,168 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $16,162,398 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,926,983 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $103,527 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,823,456 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,985,854 | 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 | $2,931,209 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,054,645 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,433,280 | ExcessFromYear4Amt |
| Excess From Year3 | $3,763,769 | ExcessFromYear3Amt |
| Excess From Year2 | $2,943,972 | ExcessFromYear2Amt |
| Excess From Year1 | $4,090,168 | ExcessFromYear1Amt |
| Excess From Current Year | $3,823,456 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AF OF MOSDOS KENESES YESHURUN | ||||||||||||
| 268 RIDGE AVE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $147,200 | |||||
| AHAVAS YISRAEL CHARITY FUND | ||||||||||||
| 2705 BARTOL AVE | BALTIMORE | MD | 21209 | NONE | PC | GENERAL SUPPORT | $67,200 | |||||
| AMERICAN FRIEMDS OF YISA BRACHA INC | ||||||||||||
| 88 WHISPER CT | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $380,000 | |||||
| AMERICAN FRIENDS OF BEER HATORAH | ||||||||||||
| 8630 FENTON ST | SILVER SPRING | MD | 20910 | NONE | PC | GENERAL SUPPORT | $12,000 | |||||
| AMERICAN FRIENDS OF KOLLEL SHAAREI SIMCHA | ||||||||||||
| 24 ENGLEBERG TERRACE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| AMERICAN FRIENDS OF KOLLEL TORAS ZERAIM | ||||||||||||
| 960 46TH ST | BROOKLYN | NY | 11219 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| AMERICAN FRIENDS OF NEVEH ZION | ||||||||||||
| C/O DAVID NUSSBAUM 623 BEACH 8TH | FAR ROCKAWAY | NY | 11691 | NONE | PC | GENERAL SUPPORT | $220,000 | STREET | ||||
| BAIS HAKNESSES OF BALTIMORE INC | ||||||||||||
| 3120 CLARKS LANE | BALTIMORE | MD | 21209 | NONE | PC | GENERAL SUPPORT | $3,500 | |||||
| CHASDEI SARA TOYBA INC | ||||||||||||
| 337 RIDGE AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| CHAZAK VEMATZ CONGREGATION INC | ||||||||||||
| 3407 TANEY RD | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $24,000 | |||||
| CONG BAIS SHALOM-TZIDKAS SHALOM | ||||||||||||
| 11-21 SAGE STREET | FAR ROCKAWAY | NY | 11691 | NONE | PC | GENERAL SUPPORT | $11,000 | |||||
| CONG KEREN ZICHRON CHAIM | ||||||||||||
| 161 GLEN AVE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $33,000 | |||||
| CONGREGATION AHAVAS TZDOKAH VCHESED INC | ||||||||||||
| 1347 42ND ST | BROOKLYN | NY | 11219 | NONE | PC | GENERAL SUPPORT | $367,000 | |||||
| CONGREGATION OHAVEI TORAH | ||||||||||||
| 139 CAROL ST | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $7,500 | |||||
| CONGREGATION TIFERES YISROEL | ||||||||||||
| 104 FRANCIS PL | SPRNG VALLEY | NY | 10977 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| CONGREGATION ZICHRON REFOEL | ||||||||||||
| 309 DEWEY AVE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $231,300 | |||||
| JEWISH TEEN ADVANCEMENT PROGRAM | ||||||||||||
| 2704 WACO CT | BALTIMORE | MD | 21209 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| KEREN ORAH | ||||||||||||
| 132 NASSAU STREET | NEW YORK | NY | 10038 | NONE | PC | GENERAL SUPPORT | $3,600 | |||||
| KEREN TORAH VACHESED INC | ||||||||||||
| 508 AVENUE N | BROOKLYN | NY | 11230 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| KOLLEL D BALTIMORE | ||||||||||||
| 5835 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| KOLLEL OF ELIZABETH CONGREGATION | ||||||||||||
| 215 HOWARD AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| LEV BEREL INC | ||||||||||||
| 111 MADISON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $95,000 | |||||
| LMAHN ACHAI INC | ||||||||||||
| C/O SCHWARTZ 3016 AVENUE L | BROOKLYN | NY | 11210 | NONE | PC | GENERAL SUPPORT | $3,600 | |||||
| LOVING HEALTHY VIBRANT MARRIAGES INC | ||||||||||||
| 3404 OLYMPIA AVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $6,000 | |||||
| MESIVTA KESSER TORAH OF BALTIMORE INC | ||||||||||||
| 8400 PARK HEIGHTS AVE | PIKESVILLE | MD | 212081716 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| MESIVTA NEIMUS HATORAH | ||||||||||||
| 6104 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $18,000 | |||||
| MESIVTA YESHIVA RABBI CHAIM BERLIN | ||||||||||||
| ATT RABBI FRUCHTLANDER 1585 CONEY | BROOKLYN | NY | 11230 | NONE | PC | GENERAL SUPPORT | $5,000 | ISLAND AVE | ||||
| NATIONAL SOCIETY FOR HEBREW DAY | ||||||||||||
| 620 FOSTER AVE | BROOKLYN | NY | 11230 | NONE | PC | GENERAL SUPPORT | $30,818 | |||||
| NEFESH | ||||||||||||
| 1750 E 18TH STREET | BROOKLYN | NY | 11229 | NONE | PC | GENERAL SUPPORT | $45,000 | |||||
| OHR HATORAH INC | ||||||||||||
| 6202 WIRT AVENUE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $32,500 | |||||
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||||||||
| 317 MADISON AVENUE SUITE 607 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $13,000 | |||||
| PROJECT EXTREME | ||||||||||||
| 335 CENTRAL AVENUE | LAWRENCE | NY | 11559 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| REHOVOT HANAHAR | ||||||||||||
| 14 WHALE SQUARE | BROOKLYN | NY | 11232 | NONE | PC | GENERAL SUPPORT | $1,800 | |||||
| SHEMIRAS SEDORIM | ||||||||||||
| C/O RABBI SCHOENBLUM 208 WILLIAMS | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $18,000 | ST | ||||
| TASHBAR | ||||||||||||
| 3419 OLD COURT RD | PIKESVILLE | MD | 21208 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| THE COMMUNITY KOLLEL | ||||||||||||
| ATT RABBI BAMBERGER 3618 LABYRINTH | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $14,000 | RD | ||||
| THE SHIDDUCH CENTER OF BALTIMORE | ||||||||||||
| 6210 PARK HEIGHTS AV | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| TIFERES ACHIM | ||||||||||||
| 1442 45TH ST | BROOKLYN | NY | 11219 | NONE | PC | GENERAL SUPPORT | $82,000 | |||||
| TIFERES GOLDA INC | ||||||||||||
| 2409 STEELE RD | BALTIMORE | MD | 212093924 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| TORAH ORE SEMINARY | ||||||||||||
| 3006 AVENUE M STE 1B | BROOKLYN | NY | 11210 | NONE | PC | GENERAL SUPPORT | $25,000 | |||||
| TORAT SIMCHA | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $490,500 | 40 SOROTZKIN ST | JERUSALEM | IS | 94464 | |||||
| YESHIVA DOVER TZEDEK | ||||||||||||
| 208 WILLIAMS ST | LAKEWOOD | NJ | 087015008 | NONE | PC | GENERAL SUPPORT | $88,500 | |||||
| YESHIVA IMREI BINA | ||||||||||||
| 5616 18TH AVE | BROOKLYN | NY | 112041900 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| YESHIVA YAAROS DEVASH INC | ||||||||||||
| 7 ABRAHAMS WAY | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| YESHIVAS TORAS SIMCHA | ||||||||||||
| 502 WASHINGTON AVE FL 8 | TOWNSON | MD | 21204 | NONE | PC | GENERAL SUPPORT | $225,000 | |||||
| ZICHRON MENACHEM INC | ||||||||||||
| PO BOX 700 | MONSEY | NY | 10952 | NONE | PC | GENERAL SUPPORT | $585,000 | |||||
| BINYAN YISROEL INC | ||||||||||||
| 7310 WALLIS AVE | BALTIMORE | MD | 21208 | NONE | PC | GENERAL SUPPORT | $75,000 | |||||
| CHAI LIFELINE INC | ||||||||||||
| 151 W 30TH ST THIRD FL | NEW YORK | NY | 10001 | NONE | PC | GENERAL SUPPORT | $1,500 | |||||
| CONGREGATION AISH KODESH | ||||||||||||
| 115 SUDBROOK LN STE 200 | PIKESVILLE | MD | 21208 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| CONGREGATION DERECH CHAIM INC | ||||||||||||
| 6618 PEBBLE BROOKE RD | BALTIMORE | MD | 21209 | NONE | PC | GENERAL SUPPORT | $7,500 | |||||
| CONGREGATION TIFERES YAAKOV | ||||||||||||
| 6 SHOSHANNA DR LAKEWOOD NJ 08701 | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| CONGREGATION ZICHRON MOSHE | ||||||||||||
| 9 13TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| ETZ CHAIM CENTER INC | ||||||||||||
| 3702 FORDS LN | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $1,200 | |||||
| EZRAS TORAH TORAH RELIEF SOCIETY | ||||||||||||
| 1540 ROUTE 202 SUITE 2 | POMONA | NY | 10970 | NONE | PC | GENERAL SUPPORT | $700 | |||||
| KOLLEL INTERNATIONAL INC | ||||||||||||
| 212 CENTRAL AVE | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $1,750 | |||||
| KOLLEL OHEL LIFSHA INC | ||||||||||||
| 240 MILLER RD | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| LAHAV (LOVING AND HEALTHY MARRIAGES) | ||||||||||||
| 3404 OLYMPIA AVE | BALTIMORE | MD | 21215 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| MENORA INC | ||||||||||||
| 13607 72ND AVE | FLUSHING | NY | 11367 | NONE | PC | GENERAL SUPPORT | $500 | |||||
| MERKAZ HATZEDAKA CORP | ||||||||||||
| 30 HIGH ST | LAKEWOOD | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| MESIVTA SHAAREI CHAIM | ||||||||||||
| 716 BEACH 9TH ST | FAR ROCKAWAY | NY | 11691 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| PASSAIC HEBREW INSTITUTE | ||||||||||||
| 270 PASSAIC AVE | PASSAIC | NJ | 07055 | NONE | PC | GENERAL SUPPORT | $8,000 | |||||
| SHABBATCOM | ||||||||||||
| 4 WANNAMAKER CT | MONSEY | NY | 10952 | NONE | PC | GENERAL SUPPORT | $7,000 | |||||
| THE AF OF THE BNOT TORAH INSTITUTE | ||||||||||||
| PO BOX 300596 | BROOKLYN | NY | 11230 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| ZICHRON ELIYAHU | ||||||||||||
| 657 E 7TH ST | BROOKLYN | NY | 11218 | NONE | PC | GENERAL SUPPORT | $2,500 | |||||
| ZICHRON TZVI ELIMELECH | ||||||||||||
| 7504 169TH ST | FRESH MEADOWS | NY | 11366 | NONE | PC | GENERAL SUPPORT | $333,865 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,911,533 | 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 | $78 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,517 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,067 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,662 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,662 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHVAT CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST LIBERTY STREET 10TH FLOOR | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,408,891 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER LLP | CategoryTxt |
| Amt | $15,611 | Amt |
| Net Investment Income | $1,561 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,050 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPENDITURE RESPONSIBILITY | IdentifierTxt |
| Form And Line Reference | FORM 990PF, PART VII-B, LINE 5C | FormAndLineReferenceDesc |
| Medium Explanation | TO SATISFY THE REPORTING REQUIREMENTS OF IRC SECTION 4945(H)(3) AND REGULATIONS SECTION 53.4945-5(D), THE FOLLOWING INFORMATION IS PROVIDED WITH RESPECT TO EACH GRANT THAT IS SUBJECT TO THE EXPENDITURE RESPONSIBILITY REQUIREMENTS OF SECTION 4945(H)..GRANTEE: OHAVEI TORAH4 WASHINGTON STJERUSALEM, ISRAEL 9418704.DATE OF GRANT: JANUARY 3, 2020AMOUNT OF GRANT: $2,142,621.PURPOSE OF GRANT: PROGRAM RELATED LOAN TO SUPPORT AND PROMOTE TORAH EDUCATION IN ISRAEL.AMOUNTS EXPENDED: THE LOAN FUNDS PRINCIPAL AND ANY EARNED INCOME WAS DEVOTED EXCLUSIVELY TO OHAVEI TORAH'S EDUCATIONAL AND CHARITABLE PROGRAMS. AS OF DECEMBER 31, 2023, $2,142,621 OF THE LOAN PROCEEDS HAVE BEEN EXPENDED. .DIVERSION OF FUNDS: THE GRANTEE HAS REPORTED THAT IT HAS NOT DIVERTED ANY PORTION OF THE GRANT FROM THE AFOREMENTIONED PURPOSE AND IT IS IN COMPLIANCE WITH THE TERMS OF THE GRANT..RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE..DATES OF REPORTS:2020 ANNUAL REPORT RECEIVED NOVEMBER 14, 20212021 ANNUAL REPORT RECEIVED NOVEMBER 10, 20222022 ANNUAL REPORT RECEIVED NOVEMBER 2, 20232023 ANNUAL REPORT RECEIVED OCTOBER 15, 2024 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD INDEX FDS VANGUARD | $55,879 | $230,103 |
| VANGUARD WORLD FDS VANGUARD | $5,170 | $5,395 |
| YINGLI GREEN ENERGY | $3,037 | $0 |
| BP PLC SPONS ADR | $4,274 | $3,682 |
| SONY CORP ADR AMERN SH NEW | $941 | $2,841 |
| VANGUARD TOTAL INTL STOCK INDE | $58,765 | $81,724 |
| WALMART INC CO | $9,980 | $11,351 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MANDALOR CASH MANAGEMENT LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,751 | BookValueAmt |
| EOYFMV | $2,158 | EOYFMVAmt |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lender Person | LAURIE AND MENACHEM PINCK | LenderPersonNm |
| Loan Original | $1,000,000 | LoanOriginalAmt |
| Balance Due | $1,000,000 | BalanceDueAmt |
| Note | 2020-01 | NoteDt |
| Repayment Terms | DUE ON DEMAND | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Loan Purpose | TO FUND THE FOUNDATION'S CHARITABLE ACTIVITIES | LoanPurposeTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,650 | BOYBookValueAmt |
| EOY Book Value | $1,650 | EOYBookValueAmt |
| EOYFMV | $1,650 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEES | Desc |
| Revenue And Expenses Per Books | $1,400 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|
| YESHIVA ATERES SHMUEL OF WATERBURY | |||||||
| NONE | $10,000 | $10,000 | 2013-06 | DUE ON DEMAND | 0.000000000000 | CHARITABLE LOAN TO PUBLIC CHARITY | $0 |
| OHAVEI TORAH | |||||||
| NONE | $2,142,621 | $2,142,621 | 2020-01 | REPAID WITHIN 20 YEARS | 0.000000000000 | PROGRAM RELATED LOAN, SEE EXPENDITURE RESPONSIBILITY STATEMENT | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX & FEES | CategoryTxt |
| Amt | $53 | Amt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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