CAS FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
CAS FOUNDATION INC (EIN 48-1292269)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-09-18
IRS object ID
202312619349100811
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-09-18T13:27:05-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN814234542PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BPM LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11723 CLOVERFIELD BOULEVARDAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP904044007ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN481292269EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1CAS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCASFBusinessNameControlTxt
Phone3103948715PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1404 21ST STREETAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP904022436ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonARON MELTZNERPersonNm
Person TitleCEO AND DIRECTORPersonTitleTxt
Phone3103948715PhoneNum
Signature2023-09-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstARONPersonFirstNm
Person LastMELTZNERPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARIA KARLA LUNAPreparerPersonNm
PTINP01243355PTIN
Phone3108289798PhoneNum
Preparation2023-09-09PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,965,807FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$19,886InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$19,886InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$147,355DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,355DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$20NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$20CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$167,261TotalRevAndExpnssAmt
Total Net Invst Incm$167,261TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,719AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,719AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$2,125TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$45OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,889TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,819TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$400,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$400,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$403,889TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$401,819TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$236,628ExcessRevenueOverExpensesAmt
Net Investment Income$167,261NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,656,365CashBOYAmt
Cash EOY$3,025,054CashEOYAmt
Cash EOYFMV$3,025,054CashEOYFMVAmt
Corporate Stock BOY$5,734,356CorporateStockBOYAmt
Corporate Stock EOY$5,734,359CorporateStockEOYAmt
Corporate Stock EOYFMV$5,527,847CorporateStockEOYFMVAmt
Corporate Bonds BOY$104,756CorporateBondsBOYAmt
Corporate Bonds EOY$104,756CorporateBondsEOYAmt
Corporate Bonds EOYFMV$0CorporateBondsEOYFMVAmt
Other Investments BOY$1,270,738OtherInvestmentsBOYAmt
Other Investments EOY$1,331,191OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,412,906OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,766,215TotalAssetsBOYAmt
Total Assets EOY$10,195,360TotalAssetsEOYAmt
Total Assets EOYFMV$9,965,807TotalAssetsEOYFMVAmt
Other Liabilities BOY$334,227OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$334,227TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$10,431,988RetainedEarningBOYAmt
Retained Earning EOY$10,195,360RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$10,431,988TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,195,360TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,766,215TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,195,360TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,431,988TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$236,628ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$10,195,360SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,195,360TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCASH IN LIEUPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2017-03-28AcquiredDt
Sold2022-04-25SoldDt
Gross Sales Price$20GrossSalesPriceAmt
Gain Or Loss$20GainOrLossAmt
Gains Minus Excess Or Losses$20GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$20CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,325InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,325SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,325TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,000EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$1,675OverpaymentAmt
Applied To ES Tax$1,675AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBPM LLPIndividualWithBooksNm
Phone3108289798PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11723 CLOVERFIELD BLVDAddressLine1Txt
CitySANTA MONICACityNm
State AbbreviationCAStateAbbreviationCd
ZIP904044007ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SIDNEY J MELTZNER
404 21ST STREETSANTA MONICACA904022436CEO AND DIRECTOR1.00$0$0$0
CAROLE J MELTZNER
404 21ST STREETSANTA MONICACA904022436SECRETARY AND DIRECTOR1.00$0$0$0
ARON MELTZNER
404 21ST STREETSANTA MONICACA904022436TREASURER AND DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$7,079,331AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$3,666,224AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,745,555TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$10,745,555AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$161,183CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,584,372NetVlNoncharitableAssetsAmt
Minimum Investment Return$529,219MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$529,219MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,325TaxBasedOnInvestmentIncomeAmt
Total Tax$2,325TotalTaxAmt
Distributable Before Adj$526,894DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$526,894DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$526,894DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$401,819ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$401,819QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$526,894DistributableAsAdjustedAmt
Undistributed Income PY$376,096UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$401,819QualifyingDistributionsAmt
Applied To Year1$376,096AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$25,723AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$501,171UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSIDNEY J MELTZNERContributingManagerNm
Contributing ManagerCAROLE J MELTZNERContributingManagerNm
Contributing ManagerARON MELTZNERContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A JEWISH VOICE FOR PEACE
PO BOX 589BERKELEYCA94701NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$2,000
ALZHEIMER'S GREATER LOS ANGELES
4221 WILSHIRE BLVD SUITE 400LOS ANGELESCA90010NONEPUBLIC CHARITYALZHEIMER RESEARCH$5,000
AMERICAN PARKINSON DISEASE ASSOCIATION
135 PARKINSON AVENUESTATEN ISLANDNY10305NONEPUBLIC CHARITYPARKINSONS RESEARCH$5,000
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPUBLIC CHARITYMEDICAL CHARITY$5,000
HADASSAH
40 WALL STREETNEW YORKNY10005NONEPUBLIC CHARITYTEACHING AND RESEARCH INFORMATION$2,000
JEWISH FAMILY SERVICE LA - SOVA
16439 VANOWEN STREETVAN NUYSCA91406NONEPUBLIC CHARITYGENERAL FUNDGENERAL FUND$22,000
JEWISH FOUNDATION FOR THE RIGHTEOUS
305 7TH AVENUE 19TH FLNEW YORKNY10001NONEPUBLIC CHARITYPERSERVING LEGACY OF HOLOCAUST SURVIVORS$3,000
JEWISH NATIONAL FUND
42 EAST 69TH STREETNEW YORKNY10021NONEPUBLIC CHARITYGENERAL FUND$4,000
JEWISH WORLD WATCH
5551 BALBOA BLVDENCINOCA91316NONEPUBLIC CHARITYEDUCATIONAL OUTREACH PROGRAM$5,000
KEHILLAT MA'ARAV
1715 21STSANTA MONICACA90404NONEPUBLIC CHARITYSCHOLARSHIPS, RELEIF AND EDUCATION PROGRAMS$210,000
KESHET
284 AMORY STJAMAICA PLAINMA02130NONEPUBLIC CHARITYJEWISH COMMUNITY OUTREACH PROGRAMS$20,000
LEUKEMIA-LYMPHOMA SOCIETY
4929 WILSHIRE BLVD SUITE 800LOS ANGELESCA90010NONEPUBLIC CHARITYLEUKEMIA-LYMPHOMA RESEARCH$5,000
MAZON JEWISH RESPONSE TO HUNGER
10850 WILSHIRE BLVD SUITE 400LOS ANGELESCA90024NONEPUBLIC CHARITYGENERAL FUND$10,000
MEALS ON WHEELS WEST
1823 MICHIGAN AVESANTA MONICACA90404NONEPUBLIC CHARITYPROVIDE MEALS FOR ELDERLY/DISABLE$5,000
MICHAEL FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741NONEPUBLIC CHARITYPARKINSONS RESEARCH$5,000
MILKEN COMMUNITY HIGH SCHOOL
15800 ZELDINS WAYLOS ANGELESCA90049NONEPUBLIC CHARITYEDUCATIONAL PROGRAMS$10,000
NATIONAL CHILDREN CANCER SOCIETY
ONE SOUTH MEMORIAL DRSTE 800ST LOUISMO63102NONEPUBLIC CHARITYCANCER RESEARCH$5,000
NATIVE AMERICAN HERITAGE ASSN
830 JOHN MARSHALL HIGHWAY SUITE FFRONT ROYALVA22630NONEPUBLIC CHARITYMUSEUM GENERAL FUND$5,000
PBS SOCAL
PO BOX 25113SANTA ANACA92799NONEPUBLIC CHARITYPUBLIC BROADCAST PROGRAMS$5,000
SHARE OUT STRENGTH
733 15TH STREET NW STE 640WASHINGTONDC20005NONEPUBLIC CHARITYGENERAL FUND$5,000
VISTA DEL MAR
3200 MOTOR AVENUELOS ANGELESCA90034NONEPUBLIC CHARITYMENTAL HEALTH SERVICES FOR CHILDREN$5,000
WORLD JEWISH CONGRESS
501 MADISON AVENUENEW YORKNY10022NONEPUBLIC CHARITYGENERAL FUND$4,000
THE ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158NONEPUBLIC CHARITYGENERAL FUND$4,000
UNITED SYNAGOGUE YOUTH
3080 BROADWAY SUITE B208NEW YORKNY10027NONEPUBLIC CHARITYGENERAL FUND$5,000
CJD FOUNDATION
3634 W MARKET STREET SUITE 110AKRONOH44333NONEPUBLIC CHARITYGENERAL FUND$44,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$400,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,886ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$147,355ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$20ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$167,261ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$167,261TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$1,719Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,719DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$104,756EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$5,734,359EOYBookValueAmt
EOYFMV$5,527,847EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMUTUAL FUNDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,331,191BookValueAmt
EOYFMV$1,412,906EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGES & MISCDesc
Revenue And Expenses Per Books$45RevenueAndExpensesPerBooksAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO SIDNEY MELTZNERDesc
BOY Book Value$334,227BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAXES PAID$2,025$0$0
CALIFORNIA FILING FEES$100$0$100

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