BETA

KASSEL-BACKER FAM FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
KASSEL-BACKER FAM FOUNDATION (EIN 22-6966562)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-08-25
IRS object ID
202342379349100424
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)
Return2023-08-25T16:18:48-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223271252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSENBERG RICH BAKER BERMAN & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DUNNELL ROADAddressLine1Txt
CityMAPLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226966562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KASSEL-BACKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKASSBusinessNameControlTxt
Phone7325495600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 PROSPECT PARK WEST 7AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A BACKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7325495600PhoneNum
Signature2023-08-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastBACKERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J TRUPPO CPAPreparerPersonNm
PTINP00027864PTIN
Phone9737636363PhoneNum

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$428,224FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$988InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$988InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,169DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,169DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$86,681NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$426,397GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$86,681CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,838TotalRevAndExpnssAmt
Total Net Invst Incm$94,838TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$21InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$21InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,328TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,328TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,603OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$9,128OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,475OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$13,952TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$9,128TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,824TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$299,263ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$299,263ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$313,215TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$9,128TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$304,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$218,377ExcessRevenueOverExpensesAmt
Net Investment Income$85,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,666CashBOYAmt
Cash EOY$42,187CashEOYAmt
Cash EOYFMV$42,187CashEOYFMVAmt
Acct Rcvbl$484AcctRcvblAmt
Acct Rcvbl BOY$57AcctRcvblBOYAmt
Acct Rcvbl EOY$484AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$484AcctRcvblEOYFMVAmt
US Government Obligations BOY$130,195USGovernmentObligationsBOYAmt
US Government Obligations EOY$124,124USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$124,124USGovtObligationsEOYFMVAmt
Corporate Stock BOY$678,709CorporateStockBOYAmt
Corporate Stock EOY$261,429CorporateStockEOYAmt
Corporate Stock EOYFMV$261,429CorporateStockEOYFMVAmt
Total Assets BOY$844,627TotalAssetsBOYAmt
Total Assets EOY$428,224TotalAssetsEOYAmt
Total Assets EOYFMV$428,224TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
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$844,627RetainedEarningBOYAmt
Retained Earning EOY$428,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$844,627TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$428,224TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$844,627TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$428,224TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$844,627TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$218,377ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$626,250SubtotalAmt
Other Decreases$198,026OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$428,224TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,929$2,976-$47-$47
PUBLICLY TRADED SECURITIESP$67,699$68,946-$1,247-$1,247
PUBLICLY TRADED SECURITIESP$72,637$74,047-$1,410-$1,410
PUBLICLY TRADED SECURITIESP$283,132$193,747$89,385$89,385
FieldValueIRS element (for citing)
Capital Gain Net Income$86,681CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,191InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,191SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,191TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$2,300ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,300TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$55EsPenaltyAmt
Overpayment$1,054OverpaymentAmt
Applied To ES Tax$1,054AppliedToESTaxAmt
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
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 BooksMICHAEL A BACKERIndividualWithBooksNm
Phone7325495600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PROSPECT PARK WEST APT 7AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
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
MICHAEL A BACKER
1 PROSPECT PARK WEST APT 7ABROOKLYNNY11215TRUSTEE0.50$0$0$0
TERRY KASSEL
340 ROYAL POINCIANA WAY STE 317PALM BEACHFL33480TRUSTEE0.50$0$0$0
STEPHEN BACKER
98 GATES AVENUEBROOKLYNNY11238TRUSTEE0.50$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$569,729AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$35,514AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$605,243TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$605,243AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$9,079CashDeemedCharitableAmt
Net Vl Noncharitable Assets$596,164NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,808MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,808MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,191TaxBasedOnInvestmentIncomeAmt
Total Tax$1,191TotalTaxAmt
Distributable Before Adj$28,617DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$28,617DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$28,617DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$304,087ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$304,087QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,617DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$132,654ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$176,200ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$166,041ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$358,480ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$268,562ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,101,937TotalExcessDistributionCyovAmt
Qualifying Distributions$304,087QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$28,617AppliedToCurrentYearAmt
Remaining Distri From Corpus$275,470RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,377,407TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$132,654ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,244,753ExcessDistriCyovToNextYrAmt
Excess From Year4$176,200ExcessFromYear4Amt
Excess From Year3$166,041ExcessFromYear3Amt
Excess From Year2$358,480ExcessFromYear2Amt
Excess From Year1$268,562ExcessFromYear1Amt
Excess From Current Year$275,470ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL A BACKERContributingManagerNm
Contributing ManagerTERRY KASSELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
STEPHEN WISE FREE SYNAGOGUE
30 W 68TH STNEW YORKNY10023501(C)(3)TO PROVIDE COMPREHENSIVE AND CONTINUING EDUCATION FOR CHILDREN AND ADULTS IN JEWISH HISTORY,OBSERVANCE, BELIEFS, CULTURE AND THE HEBREW LANGUAGE$3,319
ROMEMU CENTER
176 W 105TH STNEW YORKNY10025501(C)(3)TO HELP JEWS AND NON-JEWS CONNECT TO THEIR SOUL AND CREATOR AND LIVE AN ELEVATED LIFE THROUGH TEACHINGS OF JUDAISM, SHABBAT SERVICES, MUSIC, PRAYER TORAH LEARNING AND OPPORTUNITIES TO CONNECT WITH SPIRITUAL LEADERS$100,000
PALM BEACH SYNAGOGUE
120 N COUNTY RDPALM BEACHFL33480501(C)(3)TO PROVIDE A CENTER OF JEWISH LIFE AND ACTIVITY OFFERING UNIQUE PROGRAMS IN JEWISH EDUCATION AND COMMUNAL LIFE, YOUTH ACTIVITIES, HOLIDAY SERVICES AND CELEBRATIONS$144
PROSPECT PARK ALLIANCE
95 PROSPECT PARK WESTBROOKLYNNY11215501(C)(3)TO STORE, DEVELOP AND OPERATE PROSPECT PARK FOR THE ENJOYMENT OF ALL BY CARING FOR THE NATURAL ENVIRONMENT, PRESERVING HISTORIC DESIGN AND SERVING THE PUBLIC THROUGH FACILITIES AND PROGRAMS$5,160
WBGO RADIO
54 PARK PLACENEWARKNJ07102501(C)(3)TO EDUCATE, ENTERTAIN AND INSPIRE THE PUBLIC BY PROVIDING UNIQUE ACCESS AND OPPORTUNITY TO DISCOVER THE HIGHEST QUALITY JAZZ, BLUES, RHYTHM AND BLUES AND SPOKEN WORD PROGRAMMING$1,200
MONTCLAIR ART MUSEUM
3 S MOUNTAIN AVEMONTCLAIRNJ07042501(C)(3)TO COLLECT , PRESERVE AND PRESENT AMERICAN AND NATIVE AMERICAN ART BY EXHIBITION AND EDUCATIONAL PROGRAMS$20,000
NEW YORK PUBLIC RADIO-WNYCWQXR
160 VARICK STNEW YORKNY10013501(C)(3)TO PROVIDE A BROAD RANGE OF NEWS, TALK, CULTURAL AND CLASSICAL MUSICAL PROGRAMMING$3,000
CHABAD OF MARTHA'S VINEYARD
83 CAUSEWAY ROADVINEYARD HAVENMA02568501(C)(3)TO NURTURE THE SPECIAL RELATIONSHIP THAT HUMAN BEINGS HAVE WITH GOD AND PROVIDE THEM WITH EVERYTHING NEEDED FOR THAT RELATIONSHIP TO BLOSSOM. TO REACH OUT TO OTHERS WITH ACTS OF GOODNESS AND KINDNESS$10,000
JEWISH FOOD SOCIETY
88 ESSEX STNEW YORKNY10002501(C)(3)TO HONOR, REVITALIZE, PRESERVE AND CELBRATE JEWISH CULINARY TRADITIONS$150,000
SHUL CLOUD
NEW YORKNEW YORKNY10002501(C)(3)TO PROVIDE EDUCATION IN THE JEWISH HISTORY, BELIEFS AND CULTURE$6,440
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$299,263TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$988RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$7,169RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$86,681RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$94,838RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$94,838TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE
4ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE
8ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH #02005-EQUITIES PORTFOLIO$153,506$153,506
MERRILL LYNCH #02004-BLACKROCK ALLOCATION TARGET SERIES S$107,923$107,923

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$124,124USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$124,124USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDescAmtAmt
UNREALIZED LOSS$198,018
PENALTY$8

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MNGT FEES$9,125$9,125$0
ACCOUNTING$2,475$0$2,475
BANK CHARGES$3$3$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$2,328Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,328DisbursementsCharitablePrpsAmt

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