BETA

ALLEN I GROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ALLEN I GROSS CHARITABLE FOUNDATION (EIN 11-2906887)
Tax period
2021-12-01 to 2022-11-30
Filed
2023-10-15
IRS object ID
202332889349100303
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

FieldValueIRS element (for citing)
Return2023-10-15T12:40:46-05:00ReturnTs
Tax Period End2022-11-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113360065PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROTH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11428 36TH STREET SUITE 200AddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11218ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN112906887EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ALLEN I GROSS CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlALLEBusinessNameControlTxt
Phone2128374602PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line145 BROADWAY 27TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10006ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALLEN I GROSSPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2128374602PhoneNum
Signature2023-10-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstALLENPersonFirstNm
Person LastGROSSPersonLastNm
FieldValueIRS element (for citing)
SSN888008888SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALAN MARK BOTWINICKPreparerPersonNm
PTINP00841433PTIN
Phone7182361600PhoneNum
Preparation2023-10-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$11,978,048FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$350,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$127,558InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$127,558InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$28,641DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,641DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$132,488NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$6,130,706GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$373,711TotalRevAndExpnssAmt
Total Net Invst Incm$156,199TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$40,428OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$40,428OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,287TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,287TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$44,715TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$44,715TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$465,421ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$465,421ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$510,136TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$44,715TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$465,421TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$136,425ExcessRevenueOverExpensesAmt
Net Investment Income$111,484NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$4,878,893CashBOYAmt
Cash EOY$7,902,349CashEOYAmt
Cash EOYFMV$7,902,349CashEOYFMVAmt
Acct Rcvbl$1,463AcctRcvblAmt
Acct Rcvbl EOY$1,463AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,463AcctRcvblEOYFMVAmt
US Government Obligations BOY$0USGovernmentObligationsBOYAmt
US Government Obligations EOY$104,405USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$104,405USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$8CorporateBondsEOYAmt
Corporate Bonds EOYFMV$8CorporateBondsEOYFMVAmt
Other Investments BOY$3,920,962OtherInvestmentsBOYAmt
Other Investments EOY$309,012OtherInvestmentsEOYAmt
Other Investments EOYFMV$309,012OtherInvestmentsEOYFMVAmt
Other Assets BOY$3,575,119OtherAssetsBOYAmt
Other Assets EOY$3,660,811OtherAssetsEOYAmt
Other Assets EOYFMV$3,660,811OtherAssetsEOYFMVAmt
Total Assets BOY$12,374,974TotalAssetsBOYAmt
Total Assets EOY$11,978,048TotalAssetsEOYAmt
Total Assets EOYFMV$11,978,048TotalAssetsEOYFMVAmt
Loans From Officers EOY$25,000LoansFromOfficersEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$750OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$25,750TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$12,374,974NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$11,952,298NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$12,374,974TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$11,952,298TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,374,974TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$11,978,048TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,374,974TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$136,425ExcessRevenueOverExpensesAmt
Other Increases$398OtherIncreasesAmt
Subtotal$12,238,947SubtotalAmt
Other Decreases$286,649OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$11,952,298TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$6,126,545$6,263,194-$136,649-$136,649
CAPITAL GAINS DIVIDENDSP$4,161$4,161$4,161
FieldValueIRS element (for citing)
Capital Gain Net Income-$132,488CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,550InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,550SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,550TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,041EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,041TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$1,491OverpaymentAmt
Applied To ES Tax$1,491AppliedToESTaxAmt
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 StateNYOrgReportOrRegisterStateCd
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

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE ORGANIZATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2128374602PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1C/O GFI 45 BROADWAY 27TH FLRAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
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 (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ALLEN I GROSS
1345 EAST 27TH STBROOKLYNNY11210PRESIDENT5.00$0$0$0
EDITH GROSS
1345 EAST 27TH STBROOKLYNNY11210TRUSTEE5.00$0$0$0
BRIAN GROSS
2822 AVE LBROOKLYNNY11210TRUSTEE5.00$0$0$0
JONATHAN GROSS
1224 EAST 24TH STBROOKLYNNY11210TRUSTEE5.00$0$0$0
CAROLYN WEISER
1368 EAST 26TH STREETBROOKLYNNY11210TRUSTEE5.00$0$0$0
ZAHAVA HURWITZ
1360 EAST 28TH STREETBROOKLYNNY11210TRUSTEE5.00$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$2,156,345AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$6,238,464AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,683,832FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,078,641TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$12,078,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$181,180CashDeemedCharitableAmt
Net Vl Noncharitable Assets$11,897,461NetVlNoncharitableAssetsAmt
Minimum Investment Return$594,873MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$594,873MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,550TaxBasedOnInvestmentIncomeAmt
Total Tax$1,550TotalTaxAmt
Distributable Before Adj$593,323DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$593,323DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$593,323DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$465,421ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$465,421QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$593,323DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$174,376ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$147,083ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$321,459TotalExcessDistributionCyovAmt
Qualifying Distributions$465,421QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$465,421AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$127,902ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$127,902ExcessDistributionCyovAppCYAmt
Total Corpus$193,557TotalCorpusAmt
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$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$193,557ExcessDistriCyovToNextYrAmt
Excess From Year4$46,474ExcessFromYear4Amt
Excess From Year3$147,083ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
AGUDATH ISRAEL BAIS BINYOMIN
2913 EAST 15 AVENUE LBROOKLYNNY11210PCASSISTANCE TO RELIGIOUS ORGANIZATION$11,725
AGUDATH ISRAEL OF AMERICA
42 BROADWAYNEW YORKNY10004PCASSISTANCE TO RELIGIOUS ORGANIZATION$1,500
AGUDIST BENEVOLENT SOCIETY
1769 46TH STREETBROOKLYNNY11201PCASSISTANCE FOR THE NEEDY$125
AISH CENTER
505 8TH AVENEW YORKNY10018PCASSISTANCE TO RELIGIOUS ORGANIZATION$156,000
AISH JERUSALEM
915 CLIFTON AVECLIFTONNJ07013PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
BAIS CHANA
383 KINSGSTON AVE SUITE 248BROOKLYNNY11218PCASSISTANCE TO RELIGIOUS ORGANIZATION$50
BAIS YAAKOV D'RAV MEIR
85 PARKVILLE AVENUEBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$39,500
BEER HAGOLAH
671 LOUISIANA AVENUEBROOKLYNNY11239PCASSISTANCE FOR THE NEEDY$360
BETH HATALMUD
2127 82ND STBROOKLYNNY11214PCASSISTANCE TO RELIGIOUS ORGANIZATION$100
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204PCASSISTANCE FOR THE NEEDY$180
CHAIM MEIR CAMP FUND
132 NASSAU STNEW YORKNY10038PCASSISTANCE FOR THE NEEDY$360
DERECH HATORA - KIRYAT
2810 NOSTRAND AVENUEBROOKLYNNY11229PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
FRIENDS OF YAD SARAH
445 PARK AVE 1702NEW YORKNY10022PCASSISTANCE FOR THE NEEDY$680
HASC
5902 14TH AVENUEBROOKLYNNY11219PCASSISTANCE TO RELIGIOUS ORGANIZATION$1,380
KEREN YAAKOV ZEV
132 NASSAU ST RM 300NEW YORKNY10038PCASSISTANCE FOR THE NEEDY$100
KOLLEL SHOMRE HACHOMOS
18 HEYWARD STREETBROOKLYNNY11249PCASSISTANCE TO RELIGIOUS ORGANIZATION$50
MASORES BAIS YAAKOV
1451 52ND ST A1BROOKLYNNY11219PCASSISTANCE TO RELIGIOUS ORGANIZATION$22,700
MATAN BSETAR BAMBI
1667 54TH STREETBROOKLYNNY11204PCASSISTANCE TO RELIGIOUS ORGANIZATION$100
MATNAS MICHOEL
BROOKLYNBROOKLYNNY11218PCASSISTANCE FOR THE NEEDY$180
MIKVAH USA
1451 52ND ST A1BROOKLYNNY11219PCASSISTANCE TO RELIGIOUS ORGANIZATION$360
MOSDOS VERETZKY
1102 AVENUE LBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
OHEL AVRAHAM JEWISH STUDENT INFO CENTER
POB 95016PALATINEIL60095PCASSISTANCE TO RELIGIOUS ORGANIZATION$280
OLD BROADWAY SYNAGOGUE
15 OLD BROADWAYNEW YORKNY10027PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
ORTHODOX UNION
11 BROADWAY SUITE 1301NEW YORKNY10004PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
PEYLIM LEV LACHIM
1034 E 12TH STBROOKLYNNY11230PCASSISTANCE FOR THE NEEDY$180
PROJECT INSPIRE
1407 BROADWAY SUITE 1703ANEW YORKNY10018PCASSISTANCE TO RELIGIOUS ORGANIZATION$35,000
PROJECT RANANA
1179 EAST 13TH STREETBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$750
PROSPECT PARK YESHIVA
1784 EAST 17TH STREETBROOKLYNNY11229PCASSISTANCE TO RELIGIOUS ORGANIZATION$400
RCCS
762 BEDFORD AVEBROOKLYNNY11205PCASSISTANCE FOR THE NEEDY$500
RIVKAH LAUFER BIKUR CHOLIM
1406 57TH STREETBROOKLYNNY11219PCASSISTANCE TO RELIGIOUS ORGANIZATION$680
SAMCHENU
812 HYDE COURTSILVER SPRINGMD20902PCASSISTANCE TO RELIGIOUS ORGANIZATION$100
SHALOM TORAH CENTER
417 13TH STLAKEWOODNJ08701PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
SHOR YOSHUV
1 CEDARLAWN AVENUELAWRENCENY11559PCASSISTANCE TO RELIGIOUS ORGANIZATION$600
SINAI ACADEMY
2025 79TH STREETBROOKLYNNY11214PCASSISTANCE TO RELIGIOUS ORGANIZATION$4,800
TORAH COMMUNICATIONS CENTER
1618 43RD STREETBROOKLYNNY11204PCASSISTANCE TO RELIGIOUS ORGANIZATION$96
TORAH UMISORAH
620 FOSTER AVENUEBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$360
UNITED STATES HOLOCAUST MUSEUM
100 RAOUL WALLENBERG PLACE SWWASHINGTONDC20024PCASSISTANCE FOR THE NEEDY$100
UNITED TALMUDICAL ACADEMY
245 KEAP STBROOKLYNNY11211PCASSISTANCE TO RELIGIOUS ORGANIZATION$360
YAD MOISHE
4706 12TH AVEBROOKLYNNY11218PCASSISTANCE FOR THE NEEDY$360
YESHIVA CHOFETZ CHAIM
1271 EAST 35TH STBROOKLYNNY11218PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
YESHIVA OHR YISROEL
2899 NOSTRAND AVEBROOKLYNNY11229PCASSISTANCE TO RELIGIOUS ORGANIZATION$250
YESHIVA TIFERES YISROEL
1271 EAST 35TH STREETBROOKLYNNY11210PCASSISTANCE TO RELIGIOUS ORGANIZATION$83,500
YESHIVA TORAH VODAATH
425 EAST 9TH STREETBROOKLYNNY11218PCASSISTANCE TO RELIGIOUS ORGANIZATION$11,600
ZICHRON SHLOMO REFUAH FUND
1319 51ST STBROOKLYNNY11219PCASSISTANCE TO RELIGIOUS ORGANIZATION$200
ZICHRON YAAKOV FOUNDATION
101 KENTILE ROADSOUTH PLAINFIELDNJ07080PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
BIKUR CHOLIM ARUGAS HABOSEM
3509 CLARKS LNBALTIMOREMD21215PCASSISTANCE FOR THE NEEDY$100
BIKUR CHOLIM CHESED ORGANIZATION
5216 11TH AVEBROOKLYNNY11219PCASSISTANCE FOR THE NEEDY$180
BIKUR CHOLIM OF FLATBUSH NEFESH CHAYA TIFERES YOSEF YAD LCHOLIM
3018 BEDFORD AVEBROOKLYNNY11210PCASSISTANCE FOR THE NEEDY$1,985
BNOS YAAKOV HIGH SCHOOL
2710 AVENUE XBROOKLYNNY11235PCASSISTANCE TO RELIGIOUS ORGANIZATION$12,500
CONG CHASDEI LEV
PO BOX 297257BROOKLYNNY11229PCASSISTANCE TO RELIGIOUS ORGANIZATION$30,000
KHAL LEV AVROHOM
3754 18TH AVEBROOKLYNNY11218PCASSISTANCE TO RELIGIOUS ORGANIZATION$230
CONGREGATION SHAAR HASHOMAYIM
PCASSISTANCE TO RELIGIOUS ORGANIZATION$500450 AV KENSINGTON WESTMOUNTQUEBECCA
HACHNOSAS KAYLA FUND INC
1132 BAY 24TH STFAR ROCKAWAYNY11691PCASSISTANCE FOR THE NEEDY$500
FLATBUSH HATZOLOH
1880 OCEAN AVEBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$5,000
HATZOLOH EMS OF ROCKLAND COUNTY
19 GROVE STMONSEYNY10952PCASSISTANCE FOR THE NEEDY$5,000
INSTITUTE FOR DAYANIM
25520 COLLEEN STOAK PARKMI48237PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
OHEL CHILDREN'S HOME
1268 EAST 14TH STREETBROOKLYNNY11230PCASSISTANCE FOR THE NEEDY$500
AMERICAN FRIENDS OF OSEH CHAYIL
C/O WEISS AND CO - 18 EAST 41ST STNEW YORKNY10017PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
PROJECT SHORESH
262 BLACKSTONE BLVDPROVIDENCERI02906PCASSISTANCE FOR THE NEEDY$100
NEW SPRINGVILLE JEWISH CENTER
120 SAXON AVESTATEN ISLANDNY10314PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
YESHIVA HASHEVAYNU
144-49 72ND DRQUEENSNY11367PCASSISTANCE TO RELIGIOUS ORGANIZATION$500
YESHIVA LIVNAS HASAPIR
1760 53STBROOKLYNNY11204PCASSISTANCE TO RELIGIOUS ORGANIZATION$1,000
YESHIVA OHR SHRAGA VERETZSKY
1102 AVENUE LBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$1,000
YESHIVAS TORAS CHAIM
1542 CONEY ISLAND AVEBROOKLYNNY11230PCASSISTANCE TO RELIGIOUS ORGANIZATION$27,000
YESHIVA NACHLAS TZVI DKRULA
127 WALLABOUT STBROOKLYNNY11206PCASSISTANCE TO RELIGIOUS ORGANIZATION$180
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$465,421TotalGrantOrContriPdDurYrAmt
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$127,558ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$28,641ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$132,488ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$23,711ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$23,711TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
8INVESTMENT INCOME IN ORDER TO BE ABLE TO ACCOMPLISH THE CHARITABLE
8GOALS OF THE ORGANIZATION.

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1MARISA CAPITAL CORPBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1140 BROADWAY 41ST FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10005ZIPCd
FieldValueIRS element (for citing)
Total Contributions$350,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBLACKROCK BOND ALLOCATION TARGET SHARESBondNm
EOY Book Value$8EOYBookValueAmt
EOYFMV$8EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$104,405USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$104,405USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALPHAKEYS MILLENNIUM OFFSHORE FUND LTD SER 1FMV$185,029$185,029
ALPHAKEYS MILLENNIUM FD LTD CLASS B SERIES 1FMV$51,491$51,491
NATIONAL SECURITY LIFE INS CO NSCORE LITE IIFMV$29,092$29,092
BANK OF AMER CORP NTSFMV$12,847$12,847
VERIZON COMM INC NTSFMV$7,532$7,532
INVESTMENT IN NOTEAT COST$23,021$23,021

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN SQUARE MILE PARTNERS$17,550$17,550$17,550
INVESTMENT$3,557,569$3,643,261$3,643,261

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$286,649Amt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSS ON SECURITIESDesc
Amt$398Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescTAXES PAYABLEDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$750EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT SERVICE CHARGES$40,428$40,428$0$0
FILING FEES$0$0$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
STATE TAXES$750$750$0$0
FEDERAL TAXES$3,537$3,537$0$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.