CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION (EIN 26-4709613)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349101611
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T09:59:54-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113090078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZELL & ETTINGER CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112104744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264709613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYNE E CZAP AND EUGENE A CZAP | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 7182531480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK I ETTINGER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7186921212 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK I | PersonFirstNm |
| Person Last | ETTINGER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SCHLOSS | PreparerPersonNm |
| PTIN | P01053382 | PTIN |
| Phone | 7186921212 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | 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 | $4,339,045 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,197 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,197 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$208,021 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,562,752 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,248 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,479 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,194 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$116,600 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,384 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $56,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $56,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $56,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $94,539 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $94,539 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $57 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $57 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $28,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $28,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $42,400 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $42,400 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,461 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $3,975 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,975 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,725 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $1,725 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $84,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $50,724 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $33,349 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $368,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $260,245 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $195,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $195,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $563,430 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $455,245 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$680,030 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $54,660 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $91,439 | CashBOYAmt |
| Cash EOY | $24,697 | CashEOYAmt |
| Cash EOYFMV | $24,697 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,249 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,249 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,249 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $88,445 | OtherNtsAndLoansRcvblBOYAmt |
| Other Investments BOY | $5,689,614 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,313,099 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,313,099 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $73,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,171 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,870,747 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,339,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,339,045 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $12,686 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $686 | AccountsPayableEOYAmt |
| Grants Payable BOY | $112,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $96,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $124,686 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $96,686 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,746,061 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,242,359 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,746,061 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,242,359 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,870,747 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,339,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,746,061 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$680,030 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,066,031 | SubtotalAmt |
| Other Decreases | $823,672 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,242,359 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,248 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $760 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $760 | SubtotalAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Overpayment | $2,206 | OverpaymentAmt |
| Applied To ES Tax | $2,206 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK I ETTINGER | IndividualWithBooksNm |
| Phone | 7182531480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MARK I ETTINGER | ||||||||
| 3001 AVENUE M | BROOKLYN | NY | 11210 | VICE PRESIDE | 7.00 | $0 | $0 | $0 |
| NORA ETTINGER | ||||||||
| 1127 EAST 26TH STREET | BROOKLYN | NY | 11210 | DIRECTOR | 7.00 | $56,000 | $0 | $0 |
| NOAH SMITH | ||||||||
| 1350 EAST 28TH STREET | BROOKLYN | NY | 11210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,001,357 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,317 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,060,674 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,060,674 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $75,910 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,984,764 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $249,238 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $249,238 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $760 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $760 | TotalTaxAmt |
| Distributable Before Adj | $248,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $248,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $248,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $455,245 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $455,245 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,478 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $55,825 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,994 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $10,285 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $81,104 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $455,245 | QualifyingDistributionsAmt |
| Applied To Current Year | $248,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $206,767 | RemainingDistriFromCorpusAmt |
| Total Corpus | $287,871 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $287,871 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,825 | ExcessFromYear4Amt |
| Excess From Year3 | $14,994 | ExcessFromYear3Amt |
| Excess From Year1 | $10,285 | ExcessFromYear1Amt |
| Excess From Current Year | $206,767 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CZAP FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7186921212 | RecipientPhoneNum |
| Recipient Email Address | WWW.CZAPFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION AND INSTRUCTIONS AVAILABLE ON WEBSITE WWW.CZAPFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE APPROVED ON A QUARTERLY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN COLLEGE | |||||||||
| OF MEDICINE OF YESIVA UNIVERSITY | 1300 MORRIS PARK AVE | MAZER BUILDING ROOM 725 | BRONX | NY | 10461 | NONE | EXEMPT | MEDICAL RESEARCH | $50,000 |
| BNEI TORAH | |||||||||
| 1323 EAST 32ND STREET | BROOKLYN | NY | 11210 | NONE | EXEMPT | CHARITABLE | $25,000 | ||
| KOLLEL BNEI HAYESHIVOS | |||||||||
| 2402 AVE P | BROOKLYN | NY | 11229 | NONE | EXEMPT | CHARITABLE | $20,000 | ||
| MIAMI JEWISH HEALTH | |||||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | NONE | EXEMPT | MEDICAL RESEARCH | $75,000 | ||
| PALM BEACH SYNAGOGUE | |||||||||
| 120 N COUNTY ROAD | PALM BEACH | FL | 33480 | NONE | EXEMPT | CHARITABLE | $25,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $195,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,197 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $84,745 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,194 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$208,021 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENERGY TRANSFER | Desc |
| Related Or Exempt Function Incm | -$715 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$116,600 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$116,600 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $28,200 | Amt |
| Disbursements Charitable Prps | $28,200 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2019-07-01 | $20,155 | $20,155 | 200DB | 5.0000 |
| FURNITURE & EQUIPMENT | 2020-07-01 | $29,294 | $29,294 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2021-07-01 | $4,517 | $4,517 | 200DB | 5.0000 |
| OFFICE EQUIPMENT | 2021-07-01 | $19,205 | $19,205 | 200DB | 5.0000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (10 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| UBS 16747 | PURCHASE | $20,008 | $16,310 | $3,698 |
| UBS 16749 | PURCHASE | $10,477 | $10,967 | -$490 |
| UBS 16749 | PURCHASE | $97,188 | $97,433 | -$245 |
| UBS 16751 | PURCHASE | $1,160 | $813 | $347 |
| UBS 16751 | PURCHASE | $49,884 | $53,704 | -$3,820 |
| UBS 16752 | PURCHASE | $97,207 | $120,538 | -$23,331 |
| UBS 16752 | PURCHASE | $262,544 | $259,970 | $2,574 |
| UBS 16752 | PURCHASE | $3,240 | $3,240 | |
| CHARLES SCHWAB | PURCHASE | $55,435 | $80,424 | -$24,989 |
| CHARLES SCHWAB | PURCHASE | $952,361 | $1,130,614 | -$178,253 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $1,933,454 | $1,933,454 |
| CHARLES SCHWAB | FMV | $2,379,645 | $2,379,645 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $73,171 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $73,171 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $57 | LegalFeesAmt |
| Disbursements Charitable Prps | $57 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOOSES | Desc |
| Amt | $823,672 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | |||
| INVESTMENT EXPENSES SCHWAB | |||
| PAYROLL SERVICE FEES | $1,737 | $1,737 | |
| TELECOMMUNICATIONS | $5,622 | $5,622 | |
| DUES & SUBSCRIPTIONS | |||
| SUPPLIES & EQUIPMENT | $25,990 | $25,990 | |
| BOOKS & RESEARCH | |||
| MISCELLANEOUS | |||
| REPAIRS & MAINTENANCE | |||
| INVESTMENT EXPENSES UBS 16747 | $2,021 | $2,021 | |
| INVESTMENT EXPENSES UBS 16749 | $3,431 | $3,431 | |
| INVESTMENT EXPENSES UBS 16751 | $3,763 | $3,763 | |
| INVESTMENT EXPENSES UBS 16752 | $13,031 | $13,031 | |
| INVESTMENT EXPENSES UBS | $121 | $121 | |
| INVESTMENT EXPENSES SCHWAB | $28,357 | $28,357 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| UBS | $6,194 | $6,194 |
| ENERGY TRANSFER | -$715 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIFE INSURANCE REIMBURSABLE | BusinessNameLine1Txt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| SECURITY & POLICY FEES | $16,200 | $16,200 |
| CONSULTING | $26,200 | $26,200 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US TREASURY | $699 |
| NYS DEPARTMENT OF LAW | $250 |
| FOREIGN TAX UBS | $31 |
| FOREIGN TAX UBS | $23 |
| FOREIGN TAX UBS | $458 |
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