SO CHARITABLE TRUST: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SO CHARITABLE TRUST (EIN 13-3050892)
- Tax period
- 2021-12-01 to 2022-11-30
- Filed
- 2023-04-11
- IRS object ID
- 202331019349103003
- Schema version
- 2021v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-11T11:30:14-05:00 | ReturnTs |
| Tax Period End | 2022-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133979669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPINE RESOURCES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5028 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10150 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133050892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SO CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID ABOODI TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCH | BusinessNameControlTxt |
| Phone | 2126415006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALPINE RESOURCES LLC POB 5028 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10150 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ODED ABOODI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126415006 | PhoneNum |
| Signature | 2023-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ODED | PersonFirstNm |
| Person Last | ABOODI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIDNEY ITZKOWITZ | PreparerPersonNm |
| PTIN | P01455544 | PTIN |
| Phone | 2126415006 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,699,978 | 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 | $3,296 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,296 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,536 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,536 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $500 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $541 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $500 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,332 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,332 | 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 |
| Taxes Rev And Expnss | $470 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $470 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $591 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $664,107 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $664,107 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,698 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,107 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$617,366 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,126,485 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,365 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,365 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $152 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $152 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $152 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,477,652 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,368,834 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,881,461 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,604,237 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,187,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,699,978 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,604,237 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,187,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,604,237 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,187,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,604,237 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,187,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,604,237 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$617,366 | ExcessRevenueOverExpensesAmt |
| Other Increases | $200,480 | OtherIncreasesAmt |
| Subtotal | $2,187,351 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,187,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $22 | $41 | -$19 | -$19 |
| CAPITAL GAINS DIVIDENDS | P | $519 | $519 | $519 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $500 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,103 | 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 | $1,103 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $453 | OverpaymentAmt |
| Applied To ES Tax | $453 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Form990 PF Filed With Atty Gen | 0 | 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 | DAVID ABOODI TRUSTEE | IndividualWithBooksNm |
| Phone | 2123282535 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALPINE RESOURCES LLC PO BOX | AddressLine1Txt |
| Address Line2 | 5028 | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10150 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SOLOMON M WEISS | |||||||||
| 9120 WEST BAY HARBOR DRIVE APT 4A | BAY HARBOR ISLANDS | FL | 33154 | TRUSTEE | 2.00 | $0 | $0 | $0 | |
| HENRY ABOODI | |||||||||
| C/O ALPINE RESOURCES LLC PO BOX | NEW YORK | NY | 10150 | TRUSTEE | 2.00 | $0 | $0 | $0 | 5028 |
| DAVID ABOODI | |||||||||
| C/O ALPINE RESOURCES LLC PO BOX | NEW YORK | NY | 10150 | TRUSTEE | 2.00 | $0 | $0 | $0 | 5028 |
| ABIGAIL HOFFMAN | |||||||||
| C/O ALPINE RESOURCES LLC PO BOX | NEW YORK | NY | 10150 | TRUSTEE | 2.00 | $0 | $0 | $0 | 5028 |
| 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 | $1,849,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $971,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $126 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,821,491 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,821,491 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,322 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,779,169 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,958 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,958 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $650 | TotalTaxAmt |
| Distributable Before Adj | $138,308 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $138,308 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $138,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,107 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,107 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $27,866 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,945 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $380,657 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $511,468 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,107 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $138,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $525,799 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,037,267 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,037,267 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $27,866 | ExcessFromYear3Amt |
| Excess From Year2 | $102,945 | ExcessFromYear2Amt |
| Excess From Year1 | $380,657 | ExcessFromYear1Amt |
| Excess From Current Year | $525,799 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BALLET THEATRE | |||||||||||
| 890 BROADWAY | NEW YORK | NY | 10003 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| AMERICAN COMMITTEE FOR WEITZMAN INSTITUTE OF SCIENCE | |||||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| AMERICAN FRIENDS OF MESHI | |||||||||||
| 7711 SAN MATEO DRIVE E | BOCA RATON | FL | 33433 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| AMERICAN ISRAEL CULTURAL FOUNDATION | |||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $216 | ||||
| AMERICAN JEWISH COMMITTEE (190 SHS OF NATH) | |||||||||||
| 165 W 65TH STREET | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $12,557 | ||||
| AMERICA GIVES INC | |||||||||||
| PO BOX 3263 | WASHINGTON | DC | 20010 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $11,000 | ||||
| AMERICAN SOCIETY OF YAD VASHEM | |||||||||||
| 500 FIFTH AVENUE 42ND FL | NEW YORK | NY | 101104299 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $126 | ||||
| ASPEN COMMUNITY FOUNDATION | |||||||||||
| 600 E HOPKINS AVENUE SUITE 202 | ASPEN | CO | 81611 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,300 | ||||
| BRIS AVROHOM | |||||||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| BRANDEIS UNIVERSITY | |||||||||||
| 415 SOUTH STREET | WALTHAM | MA | 02453 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,008 | ||||
| B'NAI B'RITH INTERNATIONAL | |||||||||||
| 1120 20TH STREET NW SUITE 300N | WASHINGTON | DC | 20036 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| BROOKLYN MUSEUM (21 SHS BOOKING HOLDINGS INC) | |||||||||||
| 200 EASTERN PARKWAY | BROOKYN | NY | 11238 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $45,441 | ||||
| CAMP HASC | |||||||||||
| 1563 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| CARNEGIE HALL FRIENDS | |||||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 100193210 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| CENTRAL PARK CONSERVANCY | |||||||||||
| 14 E 60TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| CHABAD AT BRANDEIS | |||||||||||
| 54 TURNER STREET | WALTHAM | MA | 02453 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| CITY OF HOPE HEMATOLOGY RESEARCH FUND | |||||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 | ||||
| CONGREGATION ADATH ISRAEL | |||||||||||
| 1391 NORTH AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 | ||||
| CHALLENGE ASPEN | |||||||||||
| PO BOX 6639 | SNOWMASS VILLAGE | CO | 81615 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,900 | ||||
| DE WITT CLINTON SCHOLARSHIP & STUDENT AID | |||||||||||
| PO BOX 566 | ELMSFORD | NY | 10523 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| DOROT INC (190 SHS NATH) | |||||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $12,881 | ||||
| FIDELITY CHARITABLE - ABOODI KIDS FUND | |||||||||||
| 680 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10019 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $218,000 | ||||
| HATZALAH OF UNION CITY | |||||||||||
| 317 34TH STREET | UNION | NJ | 07087 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| HOPE & HEROES | |||||||||||
| 161 FORT WASHINGTON AVENUE IP-7 | NEW YORK | NY | 10032 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $25,600 | ||||
| JGIVE - FRIENDS OF ASOR FUND USA | |||||||||||
| NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 | 24 HEBRON ROAD JVP MEDIA QUARTER | JERUSALEM | IS | 91087 | ||||
| JEWISH EDUCATIONAL CENTER (EZRAS EZRA KEREN EZRA) | |||||||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| JEWISH FAMILY SERVICE OF CENTRAL NJ | |||||||||||
| 655 WESTFIELD AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 | ||||
| JEWISH FEDERATION OF METROWEST | |||||||||||
| 901 ROUTE 10 EAST | WHIPPANY | NJ | 07981 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,008 | ||||
| JEWISH NATIONAL FUND | |||||||||||
| 78 RANDALL AVENUE | ROCKVILLE CENTER | NY | 11570 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $648 | ||||
| KEREN OR | |||||||||||
| 330 WEST 38TH STREET | NEW YORK | NY | 10018 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 | ||||
| LINCOLN SQUARE SYNAGOGUE | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $6,840 | ||||
| MEMORIAL SLOAN KETTERING | |||||||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| CONGREGATION SHEARITH ISRAEL | |||||||||||
| 2 WEST 70TH STREET | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,100 | ||||
| MUSEUM OF JEWISH HERITAGE | |||||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| NCSY | |||||||||||
| 4833 S GRAHAM STREET | SEATLE | WA | 98118 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 | ||||
| NEW JERSEY PERFORMING ARTS CENTER | |||||||||||
| ONE CENTER STREET | NEWARK | NJ | 07102 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| NEW WORLD SYMPHONY | |||||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| NORTHWELL HEALTH FUND | |||||||||||
| 2000 MARCUS AVENUE | NEW HYDE PARK | NY | 11042 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 | ||||
| NEW JERSEY SYMPHONY ORCHESTRA | |||||||||||
| 60 PARK PLACE | NEWARK | NJ | 07102 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| ONE ISRAEL FUND | |||||||||||
| 445 CENTRAL PARK AVENUE SUITE 210 | CEDARHURST | NY | 11516 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| RUTGERS UNIVERSITY | |||||||||||
| 335 GEORGE STREET | NEW BRUNSWICK | NJ | 08901 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,008 | ||||
| PROJECT ALS | |||||||||||
| 4330 CAMPT KAUFMANN ROAD | HUNTINGTOWN | MD | 20639 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 | ||||
| SIMON WEISENTHAL CENTER | |||||||||||
| 322 EIGHTH AVENUE SUITE 1702 | NEW YORK | NY | 10001 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| SOLOMON R GUGGENHEIM MUSEUM | |||||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| THE BROOKLYN MUSEUM | |||||||||||
| 200 EASTERN PARKWAY | BROOKLYN | NY | 11238 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| THE BUDDY PROGRAM | |||||||||||
| 110 E HALLAM STREET SUITE 125 | ASPEN | CO | 81611 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,500 | ||||
| THE CARLEBACH SHUL | |||||||||||
| 305 W 79TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $614 | ||||
| THE HARVEY A FRIEDMAN SOCIETY | |||||||||||
| 660 SOUTH TAYLOR AVENUE | ST LOUIS | MO | 63110 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| THE JEWISH MUSEUM OF FLORIDA - FIU | |||||||||||
| 301 WASHINGTON AVENUE | MIAMI BEACH | FL | 33139 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $150 | ||||
| THE LUSTGARTEN FOUNDATION | |||||||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,600 | ||||
| THE METROPOLITAN MUSEUM OF ART | |||||||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 | ||||
| THE MUSEUM OF MODERN ART | |||||||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| THE NEW YORK PHILHARMONIC | |||||||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| THE WEST POINT JEWISH CHAPEL FUND | |||||||||||
| PO BOX 84 | WEST POINT | NY | 10996 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 | ||||
| THEATRE ASPEN | |||||||||||
| 110 E HALLAM STREET SUITE 126 | ASPEN | CO | 81611 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $52,916 | ||||
| THIRTEEN | |||||||||||
| 160 VARICK STREET | NEW YORK | NY | 10013 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| TRUSTEES OF COLUMBIA UNIVERSITY (91 SHS BOOKING HOLDINGS INC) | |||||||||||
| 100 HAVEN AVENUE SUITE 29D | NEW YORK | NY | 10032 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $238,378 | ||||
| US HOLOCAUST MEMORIAL MUSEUM | |||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 | ||||
| UJA FEDERATION OF NY | |||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 | ||||
| YAD CHAYA | |||||||||||
| 72-32 136TH STREET | QUEENS | NY | 11367 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 | ||||
| YAD HENNA SARA | |||||||||||
| 10 UNDERWOOD PLACE STE 15 | CLIFTON | NJ | 07013 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 | ||||
| YESHIVA BE'ER YITZCHAK | |||||||||||
| 1391 NORTH AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 | ||||
| YESHIVA UNIVERSITY | |||||||||||
| 500 W 185TH STREET BH 725 | NEW YORK | NY | 10033 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 | ||||
| YOUNG ISRAEL CONGREGATION | |||||||||||
| 9592 HARDING AVENUE 2ND FL | SURFSIDE | FL | 33154 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $5,576 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $664,107 | 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 | $3,296 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $500 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,332 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $47,332 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,368,834 | EOYBookValueAmt |
| EOYFMV | $1,881,461 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Revenue And Expenses Per Books | $121 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $121 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON TRANSFER OF COMMON STOCK TO PUBLIC CHARITY | Desc |
| Amt | $200,480 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PAYMENTS - HDA | $305 | $305 | $0 |
| TAX PAYMENTS - SMW | $165 | $165 | $0 |
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