FREEDOM AND JUSTICE FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM AND JUSTICE FOUNDATION INC (EIN 83-0600870)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349102142
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:07:56-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112478841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACHTENBERG & PAUKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PARK W | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 830600870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREEDOM AND JUSTICE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 9142608248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP GOLDSTEIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142608248 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILLIP | PersonFirstNm |
| Person Last | GOLDSTEIN | 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 | MARTIN I PAUKER | PreparerPersonNm |
| PTIN | P00475722 | PTIN |
| Phone | 5164967100 | 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 | $4,369,428 | 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 | $6,316 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,316 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $316,910 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $316,910 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $197,503 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,672,870 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $197,503 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $520,729 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $520,729 | 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 |
| Legal Fees Rev And Expnss | $1,338 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $29,465 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $658 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $737 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,698 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $340,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $340,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $380,273 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $140,456 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $321,070 | CashBOYAmt |
| Cash EOY | $285,747 | CashEOYAmt |
| Cash EOYFMV | $285,747 | CashEOYFMVAmt |
| Other Investments BOY | $4,659,202 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,840,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,083,681 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,980,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,125,895 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,369,428 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,500 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,667 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,667 | 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 | $4,977,772 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,118,228 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,977,772 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,118,228 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,980,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,125,895 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,977,772 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $140,456 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,118,228 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,118,228 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE ST | P | $2,622,154 | $2,553,689 | $68,465 | $68,465 |
| SEE ATTACHED SCHEDULE LT | P | $1,036,564 | $921,678 | $114,886 | $114,886 |
| CAPITAL GAINS DIVIDENDS | P | $14,152 | $14,152 | $14,152 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $197,503 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,238 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,000 | 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 | $15,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,762 | OverpaymentAmt |
| Applied To ES Tax | $7,762 | 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 |
| Org Report Or Register State | AZ | 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 | PHILLIP GOLDSTEIN | IndividualWithBooksNm |
| Phone | 9142608248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | 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 |
|---|---|---|---|---|---|---|---|---|
| PHILLIP GOLDSTEIN | ||||||||
| 60 HERITAGE DRIVE | PLEASANTVILLE | NY | 10570 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| ALISON PAMPINELLA | ||||||||
| 267 84TH ST | BROOKLYN | NY | 11209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELYSE ANDERSON POOLE | ||||||||
| 17 QUAKER LANE | CHAPPAQUA | NY | 10514 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,513,305 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $177,756 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,691,061 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,691,061 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,366 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,620,695 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,035 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,035 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,238 | TotalTaxAmt |
| Distributable Before Adj | $223,797 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $223,797 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $223,797 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $340,575 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $223,797 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $87,626 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,296 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $83,534 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $141,239 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $368,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,797 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $116,778 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $485,473 | 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 | $485,473 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $87,626 | ExcessFromYear4Amt |
| Excess From Year3 | $56,296 | ExcessFromYear3Amt |
| Excess From Year2 | $83,534 | ExcessFromYear2Amt |
| Excess From Year1 | $141,239 | ExcessFromYear1Amt |
| Excess From Current Year | $116,778 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP GOLDSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 NORTH 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN DEFENDING AMERICAN LIBERTIES. | $40,000 |
| ALZHEIMER'S ASSOCIATION HUDSON VALLEY | |||||||
| 2900 WESTCHESTER AVE 306 | PURCHASE | NY | 10577 | NONE | 501(C)3 | TO ASSIST WORK IN PROVIDING ALZHEIMER'S CARE AND SUPPORT AND ACCELERATING RESEARCH. | $70,500 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)3 | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUALS LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE | $20,075 |
| CHABOD OF MAMARONECK | |||||||
| 101 MAMARONECK | MAMARONECK | NY | 10543 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN HELPING THE LESS FORTUNATE. | $2,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)3 | TO ASSIST THE ORGANIZATION IN ADVANCING THE PRINCIPLES OF LIMITED GOVERNMENT, FREE ENTERPRISE, AND INDIVIDUAL LIBERTY. | $40,000 |
| GARY SINISE FOUNDATION | |||||||
| PO BOX 40726 | NASHVILLE | TN | 37204 | NONE | 501(C)3 | TO ASSIST THE FOUNDATION IN AASSISSTING FIRST RESPONDERS IN NEED | $500 |
| FIRST LIBERTY | |||||||
| 2001 WEST PLANO PARKWAY STE 1600 | PLANO | TX | 75075 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN DEFENDING AND RESTORING RELIGIOUS LIBERTY IN AMERICA | $4,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 NORTH GLEBE ROAD STE | ARLINGTON | VA | 22203 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN DEFENDING AMERICAN LIBERTIES. | $40,000 |
| LOVE ENDURES MINISTRIES | |||||||
| PO BOX 2033 | MOULTRIE | GA | 31776 | NONE | 501(C)3 | TO ASSIST IN COUNSELING SERVICES | $4,000 |
| NATIONAL ALLIANCE ON MENTAL ILLNESS | |||||||
| 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | NONE | 501(C)3 | TO ASSIST ORGANIZATION WITH PROVIDING SUPPORT, EDUCATION AND ADVOCACY FOR ALL FAMILIES AND INDIVIDUALS. | $20,000 |
| AMERICAN LEGAL HEALTH | |||||||
| 1601 N TUCSON 9 | TUCSON | AZ | 85716 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN LEGAL RESEARCH IN DEFENSE OF CONSTITUTIONAL RIGHTS OF PATIENTS & PHYSICIANS | $1,000 |
| INVESTOR CHOICE ADVOCATES NETWORK | |||||||
| PO BOX 901 | LOS ANGELES | CA | 93002 | NONE | 501(C)3 | TO ASSIST ORGANIATION TO BREAK DOWN BARRIERS TO ENTRY TO CAPITAL MARKETS AND PUSH BACK AGAINST THE OVERREACH OF THE SECURITIES AND EXCHANGE COMMISSION | $5,000 |
| ONE2ONE USA FOUNDATION | |||||||
| PO BOX 727 | SHORT HILLS | NJ | 07078 | NONE | 501(C)3 | TO ASSIST IN HELPING ONE2ONE ACHEIVE CHARITY MODEL OF CONNECTING INDIVIDUALS | $10,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | 501(C)3 | TO ASSIST THE FOUNDATION IN DEFENDING AMERICAN'S LIBERTIES. | $40,000 |
| PBA WESTCHESTER | |||||||
| PO BOX 27 | HAWTHORNE | NY | 10532 | NONE | 501(C)5 | TO ASSIST THE ORGANIZATION MAINTAIN A REPRESENTATIVE ORGANIZATION TO CONSIDER AND ACT UPON MATTERS AFFECTING THE COMMUNITY | $1,500 |
| PLEASANTVILLE VOL FIRE DEPT | |||||||
| 75 WASHINGTON AVE | PLEASANTVILLE | NY | 10570 | NONE | 501(C)3 | TO ASSIST THE ORGANIZATION IN KEEPING COMMUNITIES SAFE. | $500 |
| MUSIC CONSERVATORY OF WESTCHESTER | |||||||
| 216 CENTRAL AVE | WHITE PLAINS | NY | 10606 | NONE | 501(C)3 | TO ASSIST ORGANIZTION IN PROVIDING EXTRAORDINARY BENEFITS OF MUSIC TO ALL IN THE COMMUNITY | $1,000 |
| USC ALZHEIMER RESEARCH FUND | |||||||
| 1520 SAN PABLO STREET | LOS ANGELES | CA | 90033 | NONE | 501(C)3 | TO ASSIST ALZHEIMER'S RESEARCH. | $40,000 |
| PARAMOUNT HUDSON VALLEY ARTS | |||||||
| 1008 BROWN STREET | PEEKSKILL | NY | 10566 | NONE | 501(C)3 | TO ASSIST THE ORGANIZATION TO PROVIDE DIVERSE PROGRAMS FOR CULTURAL ENRICHMENT AND ARTS IN EDUCATION | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $340,575 | 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 | $6,316 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $316,910 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $197,503 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $520,729 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $520,729 | 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 | 1 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,840,148 | BookValueAmt |
| EOYFMV | $4,083,681 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,338 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE REORGANIZATION CHARGES | $30 | $0 | $0 |
| STATE CORP FILING FEES | $250 | $0 | $0 |
| OFFICE SUPPLIES | $135 | $0 | $0 |
| MARGIN INTEREST | $38 | $0 | $0 |
| OTHER DEDUCTIONS K1 | $247 | $0 | $0 |
| RENTAL LOSS K1 | $37 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,500 | BOYBookValueAmt |
| EOY Book Value | $7,667 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $322 | $0 | $0 |
| FEDERAL TAXES PAID | $29,143 | $0 | $0 |
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