TIA CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TIA CHARITABLE TR (EIN 47-6743238)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-09
- IRS object ID
- 202321299349103772
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-09T09:10:08-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135676428 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDI Technologies Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 Main Street | AddressLine1Txt |
| City | Rahway | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 476743238 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIA CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TIAC | BusinessNameControlTxt |
| Phone | 7325749000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Isaac Ashkenazi | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7325749000 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Isaac | PersonFirstNm |
| Person Last | Ashkenazi | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joel Bender CPA | PreparerPersonNm |
| PTIN | P01590563 | PTIN |
| Phone | 7325749000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $42,172,387 | 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 | $2,049,082 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $525,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $525,462 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $525,462 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $89,612 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,617 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,612 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,644 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,644 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,644 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,665,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $616,718 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $527,106 | 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 |
| Taxes Rev And Expnss | $7,322 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,322 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $7,322 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,336 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $59,336 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $59,336 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $66,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,658 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $66,658 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,566,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,658 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $66,658 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,500,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $99,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $550,060 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $460,448 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $74,179 | CashBOYAmt |
| Other Investments BOY | $16,919,589 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,414,531 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $42,172,387 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $16,993,768 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,414,531 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $42,172,387 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,900 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,343,965 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,343,965 | 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 | $16,984,868 | RetainedEarningBOYAmt |
| Retained Earning EOY | $17,070,566 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $16,984,868 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,070,566 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $16,993,768 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,414,531 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $16,984,868 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $99,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $86,556 | OtherIncreasesAmt |
| Subtotal | $17,170,566 | SubtotalAmt |
| Other Decreases | $100,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,070,566 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| Apple Inc | P | 2022-06-17 | 2022-06-17 | $83,921 | $83,921 | $83,921 | |
| Warner Brothers Discovery Inc | P | 2015-03-26 | 2022-04-13 | $5 | $0 | $0 | $5 |
| Capital Gains Dividends | P | $5,691 | $5,691 | $5,691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,612 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $83,921 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,646 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,646 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,646 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $55,804 | 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 | $55,804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $48,158 | OverpaymentAmt |
| Applied To ES Tax | $7,648 | AppliedToESTaxAmt |
| Refund | $40,510 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ISAAC ASHKENAZI | IndividualWithBooksNm |
| Phone | 7325749000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Isaac Ashkenazi | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $47,810,901 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$1,728,688 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,082,213 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,082,213 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $691,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,390,980 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,269,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,269,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,646 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,646 | TotalTaxAmt |
| Distributable Before Adj | $2,261,903 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,261,903 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,261,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,500,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,500,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,261,903 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $4,283 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $4,283 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,500,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,261,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $238,097 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $242,380 | 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 | $242,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,283 | ExcessFromYear3Amt |
| Excess From Current Year | $238,097 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Isaac Ashkenazi | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ISAAC ASHKENAZI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1299 MAIN STREET | AddressLine1Txt |
| City | RAHWAY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07065 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7325749000 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS ON FORMAT | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS WHICH QUALIFY UNDER SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND TO INDIGENT INDIVIDUALS WHOSE NEED CAN BE SUBSTANTIATED. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Communal Fund | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 Madison Ave | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | CASH | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | AID IN CARRYING OUT EXEMPT FUNCTION | GrantOrContributionPurposeTxt |
| Amt | $2,500,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,500,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $525,462 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,644 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $89,612 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $616,718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $616,718 | 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 | 18 | LineNumberTxt |
| Relationship Statement | Capital gains was used to make charitable contributions | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Isaac Ashkenazi | ||||||
| 1 | 1896 EAST 5TH STREET | BROOKLYN | NY | 11223 | $1,747,532 | Yes (X) |
| Ely I Ashkenazi | ||||||
| 2 | 1968 EAST 2ND STREET | BROOKLYN | NY | 11223 | $18,469 | Yes (X) |
| David I Ashkenazi | ||||||
| 3 | 1441 EAST 8TH STREET | BROOKLYN | NY | 11230 | $117,265 | Yes (X) |
| Grace Gindi | ||||||
| 4 | 1896 EAST 5TH STREET | BROOKLYN | NY | 11223 | $100,194 | Yes (X) |
| Esther Chrem | ||||||
| 5 | 2228 EAST 4TH STREET | BROOKLYN | NY | 11223 | $45,168 | Yes (X) |
| Jacqueline Busso | ||||||
| 6 | 1896 EAST 5TH STREET | BROOKLYN | NY | 11223 | $20,454 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (15 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 5,000 Shares Ultra Semiconductor | $77,950 | 2022-12-28 |
| 1 | 4,000 Shares of Proshares Ultra S&P 500 | $172,720 | 2022-12-28 |
| 1 | 5,000 Shares Ultra Semiconductor | $77,950 | 2022-12-28 |
| 1 | 4,000 Shares of Proshares Ultra S&P 500 | $172,720 | 2022-12-28 |
| 1 | 750.41 Shares McKesson Corp | $282,262 | 2022-12-29 |
| 1 | 1,000 Shares of Home Depot Inc. | $315,730 | 2022-12-29 |
| 1 | 10,000 Shares of Advanced Micro Devices | $648,200 | 2022-12-29 |
| 2 | 100 Shares of Microsoft | $18,469 | 2022-12-28 |
| 3 | 500 Shares of Microsoft | $117,265 | 2022-12-28 |
| 4 | 140 Shares of Microsoft | $32,834 | 2022-12-28 |
| 4 | 200 Shares of Microsoft | $46,906 | 2022-12-28 |
| 4 | 200 Shares of Intercontinental Alex Change | $20,454 | 2022-12-28 |
| 5 | 140 Shares of Microsoft | $32,384 | 2022-12-28 |
| 5 | 125 Shares of Intercontinental Alex Change | $12,784 | 2022-12-28 |
| 6 | 200 Shares of Intercontinental Alex Change | $20,454 | 2022-12-28 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (67 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVANCED MICRO DEVICE | AT COST | $2,100,800 | $1,619,250 |
| AKAMAI TECHNOLOGIES | AT COST | $91,575 | $126,450 |
| ALLIANCEBERSTEIN GBL INC | AT COST | $74,639 | $59,469 |
| ALPS ETF TRUST ALERIAN MLP | AT COST | $277,215 | $285,525 |
| ANNALY CAPITAL MANAGEMENT | AT COST | $135,511 | $79,050 |
| APPLE COMPUTER | AT COST | $7,302,878 | $28,007,711 |
| AT&T INC | AT COST | $264,720 | $184,100 |
| BLACKROCK CORP HIGH YLD FD | AT COST | $74,909 | $63,802 |
| BLACKSTONE MORTGAGE | AT COST | $29,920 | $21,170 |
| BP PLC | AT COST | $270,765 | $349,300 |
| CHARTER COMMUNICATIONS INC | AT COST | $71,450 | $84,775 |
| COHEN & STEERS REIT | AT COST | $25,347 | $28,532 |
| COSTMARE INC | AT COST | $181,535 | $225,810 |
| BNY MELLON (DREYFUS HIGH YIELD STRAT FD) | AT COST | $48,053 | $32,400 |
| ENTERPRISE | AT COST | $106,125 | $120,600 |
| EQUINOR ASA (name chng frm Statoil ASA) | AT COST | $84,787 | $179,050 |
| FIRST TR INTER DUR | AT COST | $74,639 | $63,263 |
| FIRST TRUST INC | AT COST | $50,193 | $38,930 |
| FLAHERTY & CRUMRINE | AT COST | $88,287 | $75,214 |
| FLAHERTY & CRUMRINE/CLAYMORE | AT COST | $25,406 | $20,653 |
| FREEPORT-MCMORAN INC | AT COST | $160,010 | $760,000 |
| GLAXO SMITHKLINE PLC | AT COST | $84,519 | $70,280 |
| GLOBAL X FDA NASDAQ 100 | AT COST | $40,450 | $39,775 |
| HALEON PLC ADR | AT COST | $18,606 | $20,000 |
| GREAT AJAX CORP | AT COST | $31,779 | $18,763 |
| HOME DEPOT | AT COST | $315,730 | $315,860 |
| INTERCONTINENTAL EXCHANGE INC TOTAL | AT COST | $53,692 | $53,860 |
| INTUITIVE SURGICAL INC | AT COST | $34,336 | $26,270 |
| INVESCO MORTGAGE CAPITAL INC | AT COST | $71,540 | $59,040 |
| INVESCO QQQ TRUST | AT COST | $34,780 | $53,256 |
| ISHARES MSCI BRAZIL ETF | AT COST | $111,810 | $139,850 |
| ISHARES MSCI EMERGING MKTS ETF | AT COST | $113,035 | $132,650 |
| KINDER MORGAN INC | AT COST | $217,620 | $271,200 |
| KKR & COMPANY LP | AT COST | $98,834 | $232,100 |
| MCKESSON CORPORATION TOTAL | AT COST | $282,262 | $281,494 |
| MERCK & CO INC | AT COST | $86,242 | $166,425 |
| META PLATFORMS (FACEBOOK) | AT COST | $16,762 | $6,017 |
| MICROSOFT | AT COST | $357,939 | $339,345 |
| RITHM CAPITAL ( Formerly NEW RESIDENTIAL INVT CO) | AT COST | $256,397 | $163,400 |
| NEUBERGER BERMAN HIGH YIELD STRATEGIES | AT COST | $75,457 | $59,427 |
| NIKE | AT COST | $157,850 | $292,525 |
| NUSTAR ENERGY | AT COST | $126,802 | $80,000 |
| NUVEEN PFD & INCM SECURITIES | AT COST | $75,039 | $61,472 |
| ORGANON | AT COST | $4,015 | $4,190 |
| PGIM GLOBAL SHRT DUR HG YLD FD | AT COST | $75,405 | $57,777 |
| PGIM SHRT DUR HIGH YLD INC | AT COST | $121,260 | $94,960 |
| PHILIP MORRIS INTL | AT COST | $38,510 | $50,605 |
| PROCTOR GAMBLE CO | AT COST | $119,152 | $227,340 |
| PROSHARES TRUST PSHS ULT S&P 500 TOTAL | AT COST | $345,440 | $355,600 |
| PROSHARES ULTRA QQQ | AT COST | $98,400 | $350,400 |
| PROSHARES ULTRA SEMI CONDUCTOR | AT COST | $3,144,958 | $2,525,400 |
| ROYAL DUTCH SHELL PLC | AT COST | $314,220 | $427,125 |
| SELECT SECTOR SPDR TRUST ENERGY SELECT INDEX | AT COST | $264,467 | $437,350 |
| SERVICE NOW | AT COST | $36,356 | $31,062 |
| SHERWIN WILLIAMS | AT COST | $37,037 | $26,344 |
| SPDR DOW JONES IND | AT COST | $40,285 | $66,266 |
| SPDR S&P 500 ETF | AT COST | $48,332 | $76,486 |
| SPDR S&P OIL&GAS EXPL | AT COST | $297,520 | $509,550 |
| SPDR S&P METALS & MINING ETF | AT COST | $92,200 | $298,860 |
| STARWOOD PROPERTY TRUST | AT COST | $94,870 | $73,320 |
| TELEFONICA BRASIL SA | AT COST | $128,859 | $71,500 |
| THE BLACKSTONE GROUP LP | AT COST | $174,142 | $370,950 |
| TOTAL S A | AT COST | $188,533 | $310,400 |
| VISA | AT COST | $41,333 | $45,707 |
| VODAFONE GROUP PLC | AT COST | $189,929 | $101,200 |
| WARNER BROTHERS DISCOVERY TOTAL | AT COST | $63,137 | $22,932 |
| WILLIAMS COS INC (formerly Williams Partners) | AT COST | $255,926 | $329,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Taxes Paid | Desc |
| Amt | $100,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Interest Expenses | $56,615 | $56,615 | $56,615 | $0 |
| Broker Fees | $1,221 | $1,221 | $1,221 | $0 |
| Licenses | $1,500 | $1,500 | $1,500 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Subsitute Payments In Lieu | Desc |
| Revenue And Expenses Per Books | $1,644 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,644 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,644 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Partnership Distributions | $17,400 |
| Return of Capital | $69,156 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SHORT OPTIONS | $8,900 | $0 |
| Bank Overdraw | $0 | $3,343,965 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Taxes | CategoryTxt |
| Amt | $7,322 | Amt |
| Net Investment Income | $7,322 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $7,322 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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