JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-13
- IRS object ID
- 202433189349103358
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-13T14:35:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1166 AVENUE OF THE AMERICAS 15 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Sitt | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Shan Huang Lin | PreparerPersonNm |
| PTIN | P00649122 | PTIN |
| Phone | 2122471010 | PhoneNum |
| 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 | $6,890,295 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $457 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $457 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,437 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,437 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$417,484 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,417,466 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$395,590 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,894 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $4,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,055 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,310 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,310 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,365 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $132,063 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $132,063 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $137,588 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $137,428 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$533,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,734 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $159,309 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,501 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,501 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,277,475 | CorporateStockBOYAmt |
| Corporate Stock EOY | $926,656 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $756,697 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,119,010 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,114,097 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,114,097 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,555,794 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,060,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,890,295 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $7,555,794 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,060,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,555,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,060,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,555,794 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,060,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,555,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$533,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $37,638 | OtherIncreasesAmt |
| Subtotal | $7,060,254 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,060,254 | 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 |
|---|---|---|---|---|---|---|---|
| SUMMARY OF VARIOUS STOCK TRANSACTIONS | P | 2023-01-01 | 2023-12-31 | $1,392,486 | $1,897,420 | -$428,700 | -$504,934 |
| SUMMARY OF VARIOUS STOCK TRANSACTIONS | P | 2022-05-23 | 2023-12-31 | $24,979 | $13,763 | $11,216 | $11,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$417,484 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $302 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $302 | SubtotalAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $666 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $666 | TotalPaymentsAndCreditsAmt |
| Overpayment | $364 | OverpaymentAmt |
| Applied To ES Tax | $364 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $760,497 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $60,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,114,097 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,935,259 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,935,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,029 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,831,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $341,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $341,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $302 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $302 | TotalTaxAmt |
| Distributable Before Adj | $341,260 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $341,260 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $341,260 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $137,428 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $137,428 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,260 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $161,512 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $188,934 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $184,221 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $271,510 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $132,137 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $938,314 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $137,428 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $137,428 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $341,260 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $341,260 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $734,482 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $734,482 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,186 | ExcessFromYear4Amt |
| Excess From Year3 | $184,221 | ExcessFromYear3Amt |
| Excess From Year2 | $271,510 | ExcessFromYear2Amt |
| Excess From Year1 | $132,137 | ExcessFromYear1Amt |
| Excess From Current Year | $137,428 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 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 | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Renewal Of Life | ||||||||||||
| 4721 New Utrecht Avenue | Brooklyn | NY | 11219 | None | PC | Unrestricted | $2,600 | |||||
| The Special Children's Center | ||||||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $5,000 | |||||
| Total Donations Less Than 1000 | ||||||||||||
| Various | Various | NY | 11223 | NONE | PC | Unrestricted. | $12,596 | |||||
| Ohr Joseph Institutions | ||||||||||||
| 320 5th Avenue | New York | NY | 10018 | NONE | PC | Unrestricted | $1,000 | Suite 705 | ||||
| Tiferet Shaul | ||||||||||||
| 1747 East 2nd Street | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,200 | |||||
| Sephardic Food Fund | ||||||||||||
| 8 West 40th Street / 4th Floor | New York | NY | 10018 | NONE | PC | Unrestricted | $13,416 | |||||
| Mary Tawil Foundation | ||||||||||||
| 2237 East 7th Street | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,000 | |||||
| UJA-Federation of New York | ||||||||||||
| PO Box 28383 | New York | NY | 10087 | NONE | PC | Unrestricted | $10,000 | |||||
| Torat Hanachal | ||||||||||||
| 303 Park Avenue | Elberon | NJ | 07740 | NONE | PC | Unrestricted | $1,100 | |||||
| Yeshiva of Flatbush | ||||||||||||
| 975A East 13th Street | Brooklyn | NY | 11230 | NONE | PC | Unrestricted | $1,700 | |||||
| Yeshiva Gedolah Bais Yisroel | ||||||||||||
| 4 Solond Road | Monsey | NY | 10952 | NONE | PC | Unrestricted | $1,000 | |||||
| Mifal Chesed | ||||||||||||
| 1843 53d Street | Brooklyn | NY | 11204 | NONE | PC | Unrestricted | $1,800 | |||||
| Chai Lifeline | ||||||||||||
| 151 West 30th Street 7th Floor | New York | NY | 10001 | NONE | PC | Unrestricted | $1,000 | |||||
| Deal Policeman's Benevolent Association | ||||||||||||
| PO BOX 308 | Deal | NJ | 07723 | NONE | PC | Unrestricted | $2,000 | |||||
| Mirrer Yeshiva Central Institute | ||||||||||||
| 10 West 33rd Street 9th Floor | New York | NY | 10001 | NONE | PC | Unrestricted | $1,000 | |||||
| AIPAC | ||||||||||||
| 711 Third Avenue 12th Floor | New York | NY | 10017 | PC | Unrestricted | $3,600 | ||||||
| American Friends Of Mikdash Shaul Inc | ||||||||||||
| 23 West 33rd St 2nd Fl | New York | NY | 10001 | PC | Unrestricted | $1,000 | ||||||
| American Friends Of Tuscan Jewry Inc | ||||||||||||
| 563 Montgomery Street | Brooklyn | NY | 11225 | PC | Unrestricted | $1,000 | ||||||
| Barkai Foundation Inc | ||||||||||||
| 5302 21st Avenue | Brooklyn | NY | 11204 | PC | Unrestricted | $1,000 | ||||||
| Chabad Of S Barth | ||||||||||||
| PC | Unrestricted | $1,800 | 27 Rue du Roi Oscar II | Gustavia | TB | 97133 | ||||||
| Congregation Shaare Zion | ||||||||||||
| 2030 Ocean Parkway | Brooklyn | NY | 11223 | PC | Unrestricted | $1,500 | ||||||
| Jewish Community Council Of Greater Coney Island I | ||||||||||||
| 3001 West 37th Street | Brooklyn | NY | 11224 | PC | Unrestricted | $3,200 | ||||||
| KHT Mesilat Hatorah | ||||||||||||
| 1616 East 10th Street | Brooklyn | NY | 11223 | PC | Unrestricted | $1,000 | ||||||
| Keren Yetomim | ||||||||||||
| 1705 Ocean Parkway | Brooklyn | NY | 11223 | PC | Unrestricted | $1,000 | ||||||
| Mitzvah Man Foundation Corp | ||||||||||||
| 2618 avenue M | Brooklyn | NY | 11210 | PC | Unrestricted | $2,000 | ||||||
| Nefesh | ||||||||||||
| 1750 East 18th Street | Brooklyn | NY | 11229 | PC | Unrestricted | $1,001 | ||||||
| New York Cancer Center | ||||||||||||
| 379 Kings Highway | Brooklyn | NY | 11223 | PC | Unrestricted | $1,350 | ||||||
| Ohel Simcha Super Fund | ||||||||||||
| 295 Park Avenue | Elberon | NJ | 07740 | PC | Unrestricted | $2,000 | ||||||
| Oholai Shulem | ||||||||||||
| 623 Bedford Avenue | Brooklyn | NY | 11211 | PC | Unrestricted | $1,000 | ||||||
| Sephardic Community Center | ||||||||||||
| 1901 Ocean Parkway | Brooklyn | NY | 11223 | PC | Unrestricted | $21,600 | ||||||
| Simha Organization | ||||||||||||
| 463 Seventh Avenue 4th Floor | New York | NY | 10018 | PC | Unrestricted | $5,000 | ||||||
| Victims Of Terror | ||||||||||||
| 141 Fifth Avenue 2nd Floor | New York | NY | 10010 | PC | Unrestricted | $20,000 | ||||||
| Yeshivas Emek Hatorah | ||||||||||||
| 395 Kent Road | Howell | NJ | 07723 | PC | Unrestricted | $2,600 | ||||||
| Yeshivat Lev Torah | ||||||||||||
| 875 Ave Z | Brooklyn | NY | 11235 | PC | Unrestricted | $1,500 | ||||||
| Ohel Yaacob Congregation | ||||||||||||
| 4 Ocean Avenue | Deal | NJ | 07723 | PC | Unrestricted | $2,500 | PO BOX 243 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $132,063 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $457 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,437 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$417,484 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$395,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$395,590 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately proceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $926,656 | EOYBookValueAmt |
| EOYFMV | $756,697 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,114,097 | BookValueAmt |
| EOYFMV | $6,114,097 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $201 | $201 |
| FILING FEES | $250 | $250 |
| MISC EXPENSE | $859 | $859 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PY CONTRIBUTIONS NEVER DEPOSITED | Desc |
| Amt | $37,638 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,055 | Amt |
| Disbursements Charitable Prps | $4,055 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $160 | Amt |
| Net Investment Income | $160 | NetInvestmentIncomeAmt |
Comments