EMES FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- EMES FOUNDATION INC (EIN 11-3640577)
- Tax period
- 2021-10-01 to 2022-09-30
- Filed
- 2023-08-10
- IRS object ID
- 202332229349100203
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-10T10:04:59-05:00 | ReturnTs |
| Tax Period End | 2022-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113640577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMES FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMES | BusinessNameControlTxt |
| Phone | 7188377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET 201 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL SCHARF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7188377700 | PhoneNum |
| Signature | 2023-08-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MANUEL | PersonFirstNm |
| Person Last | SCHARF | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENZION SPIELMAN | PreparerPersonNm |
| PTIN | P00849535 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2023-08-09 | PreparationDt |
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 | $9,991,134 | 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 | $1,805,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,338 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,338 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,339 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,339 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $333,471 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $333,471 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $333,471 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $6,193 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $19,946 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,193 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,300,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,341 | 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 | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $336 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $162,773 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $161,465 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $167,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $161,465 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,022,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,022,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,189,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $161,465 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,022,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,111,032 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,876 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $342,036 | CashBOYAmt |
| Cash EOY | $1,996,158 | CashEOYAmt |
| Cash EOYFMV | $1,996,158 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,469 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $125,820 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $125,820 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $520,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,355,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $520,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $520,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $153,243 | CorporateStockBOYAmt |
| Corporate Stock EOY | $139,490 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $236,329 | CorporateStockEOYFMVAmt |
| Mortgage Loans BOY | $4,073,829 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $5,349,168 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $5,349,168 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,755,686 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,763,659 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,763,659 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,783,263 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,894,295 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,991,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,783,263 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,894,295 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,783,263 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,894,295 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,783,263 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,894,295 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,783,263 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,111,032 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,894,295 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,894,295 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COVANTA HOLDING CORP | PropertyDesc |
| Gross Sales Price | $19,946 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,753 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,193 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,193 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,193 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,641 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,641 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,641 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,664 | 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 | $7,664 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,023 | OverpaymentAmt |
| Applied To ES Tax | $3,023 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | MANUEL SCHARF | IndividualWithBooksNm |
| Phone | 7188377700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| MANUEL SCHARF | ||||||||
| 1575 50TH STREET | BROOKLYN | NY | 11219 | PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHAVA SCHARF | ||||||||
| 1575 50TH STREET | BROOKLYN | NY | 11219 | VICE PRESIDENT & DIRECTOR | 1.00 | $0 | $0 | $0 |
| YISROEL SCHARF | ||||||||
| 1672 57TH STREET | BROOKLYN | NY | 11204 | SECRETARY/TREASURER & DIR | 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 | $289,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,080,012 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,629,020 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,998,597 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,998,597 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,863,618 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $443,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $443,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,641 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,641 | TotalTaxAmt |
| Distributable Before Adj | $438,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $438,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $438,540 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,022,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,022,300 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $438,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,536,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $628,970 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $405,201 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $196,543 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,215,521 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,983,216 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,022,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $438,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $583,760 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,566,976 | 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 | $1,536,981 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,029,995 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $628,970 | ExcessFromYear4Amt |
| Excess From Year3 | $405,201 | ExcessFromYear3Amt |
| Excess From Year2 | $196,543 | ExcessFromYear2Amt |
| Excess From Year1 | $1,215,521 | ExcessFromYear1Amt |
| Excess From Current Year | $583,760 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONG AHAVAS TZDOKAH VCHESED | ||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $50,000 |
| CONGREGATION OHEL YAAKOV | ||||||
| 5114 FORT HAMILTON PKWY | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $10,000 |
| CONGREGATION SHAAREI CHESED | ||||||
| 92 SADDLE RIVER ROAD | MONSEY | NY | 10952 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $114,000 |
| KEREN OHR CHAIM | ||||||
| 1461 43RD STREET | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $25,000 |
| KOLLEL AVREICHIM D'CHASIDEI BOBOV | ||||||
| PO BOX 190676 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $50,000 |
| LAG BOMER NJ | ||||||
| 1348 41ST STREET | BROOKLYN | NY | 11218 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $10,000 |
| LEVUSHEI YEHUDA INC | ||||||
| 5 ORCHARD CT | LAKEWOOD | NJ | 08701 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $86,000 |
| PAAMONIM | ||||||
| 1520 39TH STREET | BROOKLYN | NY | 11218 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $180,000 |
| BINYAN YERUSHLAIM | ||||||
| 1274 49TH ST SUITE 248 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $70,000 |
| CONGREGATION BAIS MEDRASH | ||||||
| 1114 AVENUE O | BROOKLYN | NY | 11230 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $1,500 |
| CONG GMC | ||||||
| 5014 16TH AVE STE 132 | BROOKLYN | NY | 11204 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $7,200 |
| NEW SPRINGVILLE JEWISH CENTER SHAAREI SIMCHA | ||||||
| 120 SAXON AVENUE | STATEN ISLAND | NY | 10314 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $36,000 |
| KOLEL SHOMRE HACHOMOS | ||||||
| 18 HEYWARD ST 3 | BROOKLYN | NY | 11249 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $1,000 |
| MOSDOS CHERNOBEL INC | ||||||
| 190 KEAP STREET | BROOKLYN | NY | 11211 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $18,000 |
| REFUAH HELPLINE | ||||||
| 9 MERON DR 104 | MONROE | NY | 10950 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $25,000 |
| TOMCHEI ISRAEL | ||||||
| 626 E NEW YORK AVE | BROOKLYN | NY | 11203 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $19,800 |
| TZEDEK ASSOCIATION | ||||||
| 571 BEDFORD AVE | BROOKLYN | NY | 11211 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $216,000 |
| TZIDKAS ERETZ HAKODESH | ||||||
| 4600 14TH AVE APT 2B | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $1,800 |
| YESHIVA TIFERET SHMUEL D'ALEKSANDER | ||||||
| 1535 63RD ST | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $36,000 |
| YESHIVA GEDOLAH TEFERETH SHMUEL | ||||||
| PO BOX 190738 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $25,000 |
| MISHNAH SHELI INC | ||||||
| 1274 49TH STREET 360 | BROOKLYN | NY | 11219 | PC | PAYMENTS FOR ADVANCEMENT OF EDUCATION AND ASSISTANCE TO INDIGENT FAMILIES | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,022,300 | 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 | $5,338 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,339 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $333,471 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,193 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $495,341 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,341 | TotalIncomeProducingActyAmt |
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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MSS TRUST ASSOCIATES | ||||||
| 1 | 333 CLAY STREET | HOUSTON | TX | 77002 | $250,000 | Yes (X) |
| LIS-MS ASSOCIATES LLC | ||||||
| 2 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $340,000 | Yes (X) |
| DTH NY LLC | ||||||
| 3 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $55,000 | Yes (X) |
| 310 TEXAS LLC | ||||||
| 4 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $160,000 | Yes (X) |
| DTH TX LLC | ||||||
| 5 | 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 | $1,000,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,900 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $139,490 | EOYBookValueAmt |
| EOYFMV | $236,329 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,763,659 | BookValueAmt |
| EOYFMV | $1,763,659 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $855 | $0 | $0 |
| ADMINISTRATIVE | $230 | $0 | $0 |
| SAFE DEPOSIT BOX | $169 | $0 | $0 |
| ORDINARY LOSS FROM PARTNERSHIPS | $341 | $341 | $0 |
| MAILING | $54 | $0 | $0 |
| INVESTMENT FEES | $13 | $13 | $0 |
| IMPAIRMENT LOSS ON GIGAMEDIA INVESTMENT | $161,111 | $161,111 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LIS-MS | |||
| 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 |
| DTH TX LLC | |||
| 1575 50TH STREET SUITE 201 | BROOKLYN | NY | 11219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $336 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |