A & H SHAMAH FAMILY FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- A & H SHAMAH FAMILY FOUNDATION INC (EIN 47-2425815)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-09-13
- IRS object ID
- 202332569349100133
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-13T20:34:50-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464133700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LM COHEN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1359 BROADWAY 17TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472425815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&H SHAMAH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | A&HS | BusinessNameControlTxt |
| Phone | 9178926111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET 802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SHAMAH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9178926111 | PhoneNum |
| Signature | 2023-06-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALAN | PersonFirstNm |
| Person Last | SHAMAH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE M COHEN CPA | PreparerPersonNm |
| PTIN | P00057568 | PTIN |
| Phone | 2129672300 | PhoneNum |
| Preparation | 2023-06-07 | 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 | $5,446,703 | 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 | $125,116 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,116 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $113,743 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,858,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $113,743 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $238,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,859 | 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 |
| Interest Rev And Expnss | $173 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $173 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,508 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $115,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $115,319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $141,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $327,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $327,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $468,168 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $327,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,309 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $123,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $79,478 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $111,573 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $111,573 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,595,486 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,334,082 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,335,130 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,674,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,445,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,446,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $5,674,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,445,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,674,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,445,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,674,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,445,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,674,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,309 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,445,655 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,445,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 400 SHARES OF HYG | 2021-02-17 | 2021-10-29 | $34,798 | $35,028 | -$230 | -$230 | |
| 100 SHARES OF HYG | 2021-02-17 | 2021-11-12 | $8,696 | $8,757 | -$61 | -$61 | |
| 147,778 SHARES OF EILDX | 2021-11-29 | 2021-12-31 | $1,174,841 | $1,177,797 | -$2,956 | -$2,956 | |
| 22,117 SHARES OF EIFAX | 2021-01-01 | 2021-11-29 | $232,889 | $232,706 | $183 | $183 | |
| 16,267 SHARES OF FAGIX | 2021-01-03 | 2021-11-29 | $183,652 | $180,909 | $2,743 | $2,743 | |
| 110,562 SHARES OF FGOVX | 2021-11-29 | 2021-12-31 | $1,174,171 | $1,178,593 | -$4,422 | -$4,422 | |
| 148,904 SHARES OF LISDX | 2021-11-29 | 2021-12-31 | $2,355,658 | $2,355,658 | $0 | $0 | |
| 27,215 SHARS OF LBNYX | 2021-01-03 | 2021-11-29 | $227,793 | $228,610 | -$817 | -$817 | |
| 30,120 SHARES OF LAHYX | 2021-01-03 | 2021-11-29 | $225,299 | $226,538 | -$1,239 | -$1,239 | |
| 103,954 SHARES OF FLTRX | 2021-11-29 | 2021-12-31 | $1,176,757 | $1,177,797 | -$1,040 | -$1,040 | |
| 13,073 SHARES OF NPSRX | 2021-01-03 | 2021-12-31 | $228,780 | $231,006 | -$2,226 | -$2,226 | |
| 89,890 SHARES OF EIFAX | 2020-01-01 | 2021-11-29 | $946,545 | $894,131 | $52,414 | $52,414 | |
| 89,315 SHARES OF FAGIX | 2020-01-01 | 2021-11-29 | $1,008,362 | $886,347 | $122,015 | $122,015 | |
| 113,088 SHARES OF LBNYX | 2020-01-01 | 2021-11-29 | $946,549 | $895,036 | $51,513 | $51,513 | |
| 126,413 SHARES OF LAHYX | 2020-01-01 | 2021-11-29 | $945,569 | $891,022 | $54,547 | $54,547 | |
| 53,535 SHARES OF NPSRX | 2020-01-01 | 2021-11-29 | $936,854 | $885,395 | $51,459 | $51,459 | |
| 141,853 SHARES OF EILDX | 2022-08-30 | 2022-10-07 | $1,083,754 | $1,105,916 | -$22,162 | -$22,162 | |
| 222,426 SHARES OF EIFAX | 2022-01-03 | 2022-08-30 | $2,278,007 | $2,261,452 | $16,555 | $16,555 | |
| 221,310 SHRES OF FAGIX | 2022-01-03 | 2022-08-30 | $2,216,793 | $2,261,554 | -$44,761 | -$44,761 | |
| 301,448 SHARES OF FCNVX | 2022-01-03 | 2022-10-07 | $3,006,614 | $3,019,090 | -$12,476 | -$12,476 | |
| 190,306 SHARES OF GPPIX | 2022-01-03 | 2022-07-21 | $1,899,218 | $1,912,573 | -$13,355 | -$13,355 | |
| 293,180 SHARES OF LBNYX | 2022-01-03 | 2022-08-30 | $2,221,927 | $2,263,711 | -$41,784 | -$41,784 | |
| 327,094 SHARES OF LAHYX | 2022-01-03 | 2022-08-30 | $2,219,315 | $2,261,524 | -$42,209 | -$42,209 | |
| 191,835 SHARES OF LUBYX | 2022-01-03 | 2022-07-21 | $1,883,919 | $1,912,591 | -$28,672 | -$28,672 | |
| 136,428 SHARES OF NPSRX | 2022-01-03 | 2022-08-30 | $2,238,520 | $2,261,088 | -$22,568 | -$22,568 | |
| CAPITAL GAINS DIVIDENDS | $3,292 | $3,292 | $3,292 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $113,743 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,715 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,715 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,715 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,600 | 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 | $15,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,885 | OverpaymentAmt |
| Applied To ES Tax | $13,885 | 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 | 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 | ALAN SHAMAH | IndividualWithBooksNm |
| Phone | 9178926111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| HELENE SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSEPH SHAMAH | ||||||||
| 1393 EAST 7TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $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 | $5,643,788 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $49,803 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,693,591 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,693,591 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,404 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,608,187 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $280,409 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $280,409 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,715 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,715 | TotalTaxAmt |
| Distributable Before Adj | $278,694 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $278,694 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $278,694 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $327,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $327,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $278,694 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $192,889 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $192,889 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $327,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $278,694 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,306 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $241,195 | 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 | $241,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $192,889 | ExcessFromYear2Amt |
| Excess From Current Year | $48,306 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN SHAMAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE PURPOSES | $75,000 |
| YESHIVAH OF FLATBUSH | |||||||
| 919 EAST 10TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSES | $10,000 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET 7TH FL | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE PURPOSES | $36,000 |
| THE UNION OF ORTHODOX JEWISH CONGREGATIONS | |||||||
| 11 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE PURPOSES | $50,000 |
| NEW YORK CANCER CENTER | |||||||
| 379 KINGS HIGHWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITABLE PURPOSES | $33,000 |
| SIMHA ORGANIZATION | |||||||
| C/O 10 WEST 33RD STREET 802 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE PURPOSES | $5,000 |
| CONGREGATION BETH TORAH | |||||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSES | $100,000 |
| KOREN PUBLISHING | |||||||
| PO BOX 8531 | NEW MILFORD | CT | 06776 | NONE | PC | CHARITABLE PURPOSES | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $327,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,116 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $113,743 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,859 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $238,859 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 127,753.808 SHS OF AGDYX | $809,861 | $811,112 |
| 120,889.017 SHS OF CPITX | $1,338,202 | $1,335,140 |
| 51,336.444 SHS OF STBJX | $1,332,695 | $1,327,560 |
| 159,879.534 SHS OF VWEAX | $805,793 | $813,787 |
| 101,210.696 SHS OF WAMIX | $1,047,531 | $1,047,531 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $115,319 | $115,319 | $0 |
| FILING FEES | $168 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL AND STATE TAXES | CategoryTxt |
| Amt | $25,508 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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