JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349104846
- 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
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T13:26:05-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Livingston Avenue 4th Floor | AddressLine1Txt |
| City | Roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | 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 | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph Sitt | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Joseph | PersonFirstNm |
| Person Last | Sitt | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Golden | PreparerPersonNm |
| PTIN | P00285161 | PTIN |
| Phone | 9738528100 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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 | $7,010,044 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,140 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $154 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $22,171 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,171 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$781,274 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,974,672 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$755,809 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,325 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $3,559 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,559 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $957 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $957 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $5,497 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,497 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,013 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $957 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,056 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,382 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,382 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,395 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $957 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $133,438 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$890,204 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $46,429 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $159,309 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $159,309 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,105,790 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,277,475 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $731,725 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $6,293,779 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,119,010 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,119,010 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,445,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,555,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,010,044 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,445,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,555,794 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,445,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,555,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,445,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,555,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,445,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$890,204 | ExcessRevenueOverExpensesAmt |
| Subtotal | $7,555,794 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,555,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SUMMARY OF VARIOUS STOCK TRANSACTIONS | 2022-01-01 | 2022-12-31 | $12,472,924 | $13,309,800 | -$810,389 | -$836,876 |
| SUMMARY OF VARIOUS STOCK TRANSACTIONS | 2022-01-01 | 2022-12-31 | $501,748 | $475,219 | $29,115 | $26,529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$781,274 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $297 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $297 | SubtotalAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $963 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $963 | TotalPaymentsAndCreditsAmt |
| Overpayment | $666 | OverpaymentAmt |
| Applied To ES Tax | $666 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,269,514 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $198,811 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,119,010 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,587,335 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,587,335 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,810 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,473,525 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $373,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $373,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $297 | TotalTaxAmt |
| Distributable Before Adj | $373,379 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $373,379 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $373,379 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $133,438 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $133,438 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $373,379 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $267,664 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $268,977 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $194,234 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $184,997 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $271,510 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,187,382 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $133,438 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $133,438 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $373,379 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $373,379 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $947,441 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $947,441 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $163,262 | ExcessFromYear4Amt |
| Excess From Year3 | $194,234 | ExcessFromYear3Amt |
| Excess From Year2 | $184,997 | ExcessFromYear2Amt |
| Excess From Year1 | $271,510 | ExcessFromYear1Amt |
| Excess From Current Year | $133,438 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Hatzoloh Of Flatbush | ||||||||
| 1880 Ocean Avenue | Brooklyn | NY | 11230 | None | PC | Unrestricted | $1,200 | |
| Renewal Of Life | ||||||||
| 5904 13th Avenue | Brooklyn | NY | 11219 | None | PC | Unrestricted | $5,000 | |
| The Special Children's Center | ||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $3,600 | |
| Total Donations Less Than 1000 | ||||||||
| Various | Various | NY | 11223 | NONE | PC | Unrestricted. | $10,242 | |
| Chabad Lubavitch Of Western Monmouth County | ||||||||
| 24 Wickatunk Road | Manalapan | NJ | 07726 | NONE | PC | Unrestricted | $2,000 | |
| Mount Sinai Health System | ||||||||
| One Gustave L Levy Place | New York | NY | 10029 | NONE | PC | Unrestricted | $5,000 | Box 1049 |
| Ohr Joseph Institutions | ||||||||
| One Gustave L Levy Place | New York | NY | 10001 | NONE | PC | Unrestricted | $1,000 | Box 1049 |
| Kever Rachel Fund | ||||||||
| 901 First Court | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $5,000 | |
| Ahavat Shalom | ||||||||
| 2425 Hubbard Street | Brooklyn | NY | 11235 | NONE | PC | Unrestricted | $2,000 | |
| Tiferet Shaul | ||||||||
| 1747 East 2nd Street | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,200 | |
| Sephardic Food Fund | ||||||||
| 8 West 40th Street / 4th Floor | New York | NY | 10018 | NONE | PC | Unrestricted | $1,000 | |
| Flatbush Shomrim Safety Patrol | ||||||||
| 1009 East 14th Street | Brooklyn | NY | 11230 | NONE | PC | Unrestricted | $2,000 | |
| Mary Tawil Foundation | ||||||||
| 1832 East 8th Street | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,000 | |
| Congregation Bnei Yeshiva | ||||||||
| 728 Shrewsbury Ave | Long Branch | NJ | 07740 | NONE | PC | Unrestricted | $1,000 | |
| Dr Richard Barnett Foundation | ||||||||
| 52 Great Oak Road | Hamilton Square | NJ | 08690 | NONE | PC | Unrestricted | $10,000 | |
| March Of Dimes | ||||||||
| PO Box 18819 | Atlanta | GA | 31126 | NONE | PC | Unrestricted | $2,500 | |
| UJA-Federation of New York | ||||||||
| PO Box 4917 | New York | NY | 10261 | NONE | PC | Unrestricted | $26,000 | |
| Joyeux Foundation US | ||||||||
| 345 Park Avenue South | New York | NY | 10017 | NONE | PC | Unrestricted | $1,800 | |
| Torat Hanachal | ||||||||
| 303 Park Avenue | Elberon | NJ | 07740 | NONE | PC | Unrestricted | $1,100 | |
| Yeshiva of Flatbush | ||||||||
| 919 East 10th Street | Brooklyn | NY | 11230 | NONE | PC | Unrestricted | $1,000 | |
| Synagogue of Deal | ||||||||
| 128 Norwood Ave | Deal | NJ | 07723 | NONE | PC | Unrestricted | $1,000 | |
| Chabad of Clifton Park | ||||||||
| 495 Moe Road | Clifton Park | NY | 12065 | NONE | PC | Unrestricted | $1,000 | |
| Yeshiva Gedolah Bais Yisroel | ||||||||
| 1731 Ridge Avenue | Lakewood | NJ | 08701 | NONE | PC | Unrestricted | $2,000 | |
| Friends Of Access Israel | ||||||||
| 1641 Third Avenue | New York | NY | 10128 | NONE | PC | Unrestricted | $1,500 | Apt 7H |
| Bobbie's Place | ||||||||
| 1243 East 14th Street | Brooklyn | NY | 11230 | NONE | PC | Unrestricted | $2,400 | |
| Beverly Hills Jewish Community | ||||||||
| 910 N Beverly Drive | Beverly Hills | CA | 90210 | NONE | PC | Unrestricted | $3,000 | |
| Mifal Chesed | ||||||||
| 1843 53d Street | Brooklyn | NY | 11204 | NONE | PC | Unrestricted | $1,500 | |
| American Friends Of Rabin Medical Center | ||||||||
| 636 Broadway Suite 618 | New York | NY | 10012 | NONE | PC | Unrestricted | $6,740 | |
| Israel Medical Fund | ||||||||
| 3110 Solon Road Suite 9 | Solon | OH | 44139 | NONE | PC | Unrestricted | $1,000 | |
| Chai Lifeline | ||||||||
| 5 Airport Road | Lakewood | NJ | 08701 | NONE | PC | Unrestricted | $1,000 | |
| Foundation for Ethnic Understanding | ||||||||
| 1 East 93rd Street | New York | NY | 10128 | NONE | PC | Unrestricted | $1,800 | Suite 1C |
| Jewish GW | ||||||||
| 2522 St NW | Washington DC | DC | 20037 | NONE | PC | Unrestricted | $3,600 | |
| CARE For Special Needs Children Foundation | ||||||||
| 1977 Coney Island Avenue | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,200 | |
| Federation of Jewish Communities | ||||||||
| 445 Park Ave | New York | NY | 10022 | NONE | PC | Unrestricted | $10,000 | 9Th Floor |
| Deal Policeman's Benevolent Association | ||||||||
| PO BOX 308 | Deal | NJ | 07723 | NONE | PC | Unrestricted | $2,000 | |
| Mirrer Yeshiva Central Institute | ||||||||
| 1791-95 Ocean Parkway | Brooklyn | NY | 11223 | NONE | PC | Unrestricted | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,382 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,171 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$781,274 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$758,949 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$758,949 | 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 |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately proceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,277,475 | EOYBookValueAmt |
| EOYFMV | $731,725 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $6,119,010 | BookValueAmt |
| EOYFMV | $6,119,010 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $3,082 | $3,082 |
| FILING FEES | $250 | $250 |
| MISC EXPENSE | $2,165 | $2,165 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $3,559 | Amt |
| Disbursements Charitable Prps | $3,559 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $957 | Amt |
| Net Investment Income | $957 | NetInvestmentIncomeAmt |
Comments