FRED & SUZAN EHRMAN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FRED & SUZAN EHRMAN FOUNDATION (EIN 13-6271584)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202331249349100723
- 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
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T11:02:42-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131589800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANDLING & LANDSMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FIFTH AVENUE-SUITE 5319 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10118 | 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 | 136271584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED & SUZAN EHRMAN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ALYSSA EHRMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 9178368456 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 HAKALANIT 14 | AddressLine1Txt |
| City | RAANANA | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 43524 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED EHRMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Foreign Phone | 9178368456 | ForeignPhoneNum |
| Signature | 2023-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRED | PersonFirstNm |
| Person Last | EHRMAN | 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 | NANCY D LUISO | PreparerPersonNm |
| PTIN | P01366089 | PTIN |
| Phone | 2126835224 | PhoneNum |
| Preparation | 2023-04-27 | PreparationDt |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,850,187 | 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 |
| Dividends Rev And Expnss | $47,258 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,258 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $214,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $382,308 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $214,873 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $262,131 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $262,131 | 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 |
| Accounting Fees Rev And Expnss | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,998 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $203,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $203,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $205,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $203,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $56,718 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $262,131 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,130 | CashBOYAmt |
| Cash EOY | $28,209 | CashEOYAmt |
| Cash EOYFMV | $28,209 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $172,083 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $32,855 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $32,855 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $4,400 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,400 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $3,518,190 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,723,657 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,784,723 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,732,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,789,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,850,187 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,933,523 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,933,523 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$201,120 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$144,402 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,732,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,121 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,732,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,789,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,732,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $56,718 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,789,121 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,121 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SPROTT PHYSICAL GOLD AND SILVER TR | PropertyDesc |
| Acquired | 2006-07-11 | AcquiredDt |
| Sold | 2022-03-08 | SoldDt |
| Gross Sales Price | $382,308 | GrossSalesPriceAmt |
| Cost Or Other Basis | $167,435 | CostOrOtherBasisAmt |
| Gain Or Loss | $214,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $214,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $214,873 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,644 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,644 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,644 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,400 | 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 | $4,400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $756 | OverpaymentAmt |
| Applied To ES Tax | $756 | 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 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRED EHRMAN | IndividualWithBooksNm |
| Phone | 2128733644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST - APT 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| FRED EHRMAN | |||||||||
| 115 CENTRAL PARK WEST - APT 6A | NEW YORK | NY | 10023 | PRES/ DIR/TRE | 0.00 | $0 | $0 | $0 | |
| SUZAN EHRMAN | |||||||||
| 115 CENTRAL PARK WEST - APT 6A | NEW YORK | NY | 10023 | VP/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ALYSSA EHRMAN | |||||||||
| C/O F EHRMAN 115 CENTRAL PARK W - | NEW YORK | NY | 10023 | SEC'Y/ASST TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | APT 6A |
| ERIC EHRMAN | |||||||||
| C/O F EHRMAN 115 CENTRAL PARK W - | NEW YORK | NY | 10023 | ASST TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | APT 6A |
| 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 | $3,695,556 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,726,089 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,726,089 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,670,198 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,644 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,644 | TotalTaxAmt |
| Distributable Before Adj | $179,866 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $179,866 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $179,866 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $203,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $203,665 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $179,866 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $203,083 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $203,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $203,083 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $179,284 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRED EHRMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF LEKET | ||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| AMERICAN FRIENDS OF MATAN | ||||||||||
| POB 40 | POMONA | NY | 10970 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| AMERICAN FRIENDS OF NACHALAT SHAI | ||||||||||
| 6132 N DRAKE AVE | CHICAGO | IL | 60659 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $5,000 | |||||
| AMERICAN FRIENDS OF THE IDF RABINATE | ||||||||||
| C/O SCHWARTZ 5 SUTTON ROAD | MONSEY | NY | 10952 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| AMERICAN FRIENDS OF YESHIVOT BENI AKIVA | ||||||||||
| 1345 AVE OF THE AMERICAS 2ND FLOOR | NEW YORK | NY | 10105 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $40,000 | |||||
| COMMENTARY | ||||||||||
| 561 SEVENTH AVE | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $300 | |||||
| CONGREGATION MORYA | ||||||||||
| PO BOX 1041 | NEW YORK | NY | 10024 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $290 | |||||
| CONGREGATION SHEARITH ISRAEL | ||||||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,475 | |||||
| ECHO | ||||||||||
| 295 W RTE 59 | SPRING VALLEY | NY | 10977 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 | |||||
| FRIENDS OF KEREN OR | ||||||||||
| 350 SEVENTH AVE SUITE 1004 | NEW YORK | NY | 10001 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| G'MACH ZICHRON MOSHE | ||||||||||
| 130 THE CIRLE | PASSAIC | NJ | 07055 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $17,000 | |||||
| HILLEL INTERNATIONAL | ||||||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| HUDSON INSTITUE | ||||||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| JERUSALEM CENTER FOR RESEARCH | ||||||||||
| TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | PO BOX 57058 | JERUSALEM | JERUSALEM | IS | |||||
| JUST ONE LIFE | ||||||||||
| 587 FIFTH AVE SUIT 702 | NEW YORK | NY | 10017 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| LINCOLN SQUARE SYNAGOGUE | ||||||||||
| 180 AMSTERDAM AVE | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $28,000 | |||||
| NJOP | ||||||||||
| 1345 AVE OF THE AMERICAS 2ND FLOOR | NEW YORK | NY | 10105 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $8,000 | |||||
| OHR TORAH STONE INSTITUTIONS | ||||||||||
| 49 WEST 45 ST SUITE 701 | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $30,000 | |||||
| OORAH | ||||||||||
| 1805 SWARTHMORE AVE | LAKEWOOD | NJ | 08701 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $250 | |||||
| PEF ISRAEL ENDOWMENT FUNDS | ||||||||||
| 630 THIRD AVE 15TH FLOOR | NEW YORK | NY | 10017 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,800 | |||||
| ROUNDABOUT THEATER | ||||||||||
| 231 WEST 39TH ST | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| SECOND STAGE THEATER | ||||||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $4,000 | |||||
| SEFARIA | ||||||||||
| 195 MONTAGUE ST SUITE 1203 | BROOKLYN | NY | 11201 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| SHALOM FOUNDATION | ||||||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| TIKVAH FUND | ||||||||||
| 165 EAST 56 ST 4TH FLOOR | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $5,000 | |||||
| UNITED JEWISH APPEAL | ||||||||||
| 130 EAST 59 ST | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $10,000 | |||||
| WALL STREET SYNAGOGUE | ||||||||||
| 47 BEEKMAN ST | NEW YORK | NY | 10038 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | |||||
| YESHIVA OF STATEN ISLAND | ||||||||||
| 1870 DRYMGOOLE RD E | STATEN ISLAND | NY | 10309 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $50 | |||||
| YESHIVA OHR TORAH | ||||||||||
| 310 WEST 75 ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $10,000 | |||||
| ZICHRON AVOS | ||||||||||
| C/O SHIMON FINKELMAN 524 DAHILL | BROOKLYN | NY | 11218 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,600 | ROAD | ||||
| BROOKLYN ACADEMY OF MUSIC | ||||||||||
| 30 LAFEYETTE AVE | BROOKLYN | NY | 11217 | TO AID DONEEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| AMERICAN FRIENDS OF ERETZ CHEMDA | ||||||||||
| C/O OLYMPIAN 8 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | TO AID DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| YAD YISRAEL | ||||||||||
| 1070 38TH ST | BROOKLYN | NY | 11219 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $5,000 | |||||
| KOLLEL OF THE WEST SIDE | ||||||||||
| 646 WEST END AVE | NEW YORK | NY | 10025 | TO AID DOENEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| RESCUERS WITHOUT BORDERS | ||||||||||
| P O BOX 292 | GOLDSMITH | TX | 79741 | TO AID DONEE ORGANIIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $250 | |||||
| KEREN HASHVIIS | ||||||||||
| 1125 OCEAN AVE | LAKEWOOD | NJ | 08701 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| AMERICAN FRIENDS OF YAD ELIEZER | ||||||||||
| 410 GLEN ROAD | JACKSON | NJ | 08527 | TO AID DONEE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| COALITION FOR JEWISH VALUES | ||||||||||
| 2833 SMITH AVE - SUITE 225 | BALTIMORE | MD | 21209 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $5,000 | |||||
| ETZION FOUNDATION | ||||||||||
| 111 GALWAY PLACE SUITE 203 | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| THEATER FOR A NEW AUDIENCE | ||||||||||
| 262 ASHLAND PLACE | BROOKLYN | NY | 11217 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $203,415 | 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 | 14 | ExclusionCd |
| Exclusion | $47,258 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $214,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $262,131 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $262,131 | 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 | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS FROM SALES OF SECURITIES | 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 | SHANDLING & LANDSMAN, LLP | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FUNDS IN EXCESS OF 2015 UNDISTRIBUTED INCOME DISTRIBUTED IN 2016 SHOULD BE APPLIED AGAINST PREVIOUS UNDISTRIBUTED INCOME YEARS | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $3,723,657 | EOYBookValueAmt |
| EOYFMV | $3,784,723 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| BANK SERVICE CHARGES | $68 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $536 | $0 | $0 |
| FEDERAL EXCISE TAXES | $619 | $0 | $0 |
Comments