PBC FOUNDATION INC: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
PBC FOUNDATION INC (EIN 82-3624656)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-14
IRS object ID
202333189349101048
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)
Return2023-11-14T08:30:01-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812950760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 AVENUE OF THE AMERICAS 16THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823624656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PBC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPBCFBusinessNameControlTxt
Phone6466161601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARBESFELD 82-05 ABINGDON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNINA ARBESFELDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6466161601PhoneNum
Signature2023-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P ROUDEPreparerPersonNm
PTINP00000803PTIN
Phone2126618640PhoneNum
Preparation2023-11-08PreparationDt

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$2,756,799FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$24,936DividendsRevAndExpnssAmt
Dividends Net Invst Incm$24,936DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$82,903NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$82,903GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$82,903CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$107,839TotalRevAndExpnssAmt
Total Net Invst Incm$107,839TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,287AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,643AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,644AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$11,800TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$823OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$54OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$769OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$19,910TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,697TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,413TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$209,210ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$209,210ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$229,120TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,697TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$213,623TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$121,281ExcessRevenueOverExpensesAmt
Net Investment Income$104,142NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,902CashBOYAmt
Cash EOY$12,902CashEOYAmt
Cash EOYFMV$12,902CashEOYFMVAmt
Sav And Temp Cash Invst BOY$481,471SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$117,191SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$117,191SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,171,607CorporateStockBOYAmt
Corporate Stock EOY$2,414,606CorporateStockEOYAmt
Corporate Stock EOYFMV$2,626,706CorporateStockEOYFMVAmt
Total Assets BOY$2,665,980TotalAssetsBOYAmt
Total Assets EOY$2,544,699TotalAssetsEOYAmt
Total Assets EOYFMV$2,756,799TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,665,980CapitalStockBOYAmt
Capital Stock EOY$2,544,699CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,665,980TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,544,699TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,665,980TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,544,699TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,665,980TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$121,281ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,544,699SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,544,699TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$82,903GrossSalesPriceAmt
Gain Or Loss$82,903GainOrLossAmt
Gains Minus Excess Or Losses$82,903GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$82,903CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,448InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,448SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,448TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$5,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$5,800TotalPaymentsAndCreditsAmt
Es Penalty$26EsPenaltyAmt
Overpayment$4,326OverpaymentAmt
Applied To ES Tax$4,326AppliedToESTaxAmt
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 Line1DAVID ARBESFELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6466161601PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
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
PNINA ARBESFELD DECEASED
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
DAVID ARBESFELD
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
MICHELLE ARBESFELD SALIG
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$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$3,334,402AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$287,250AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,621,652TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,621,652AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,325CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,567,327NetVlNoncharitableAssetsAmt
Minimum Investment Return$178,366MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$178,366MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,448TaxBasedOnInvestmentIncomeAmt
Total Tax$1,448TotalTaxAmt
Distributable Before Adj$176,918DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$176,918DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$176,918DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$213,623ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$213,623QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$176,918DistributableAsAdjustedAmt
Undistributed Income PY$200,276UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$213,623QualifyingDistributionsAmt
Applied To Year1$200,276AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,347AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$163,571UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPNINA ARBESFELD DECEASEDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDAVID ARBESFELDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127551800RecipientPhoneNum
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AISH HATORAH
313 W 83RD STREETNEW YORKNY10024PUBLICGENERAL PURPOSE OF CHARITY$5,000
BETH MENACHEM
5801 15TH AVEBROOKLYNNY11219PUBLICGENRAL PURPOSE OF CHARITY$250
CENTRAL FUND ISRAEL
461 CENTRAL AVECEDARHURSTNY11516PUBLICGENERAL PURPOSE OF CHARITY$3,520
CONGRGATION OHAB ZEDEK
118 W 95TH STREETNEW YORKNY10025PUBLICGENRAL PURPOSE OF CHARITY$18,000
CONGRGATION OHAV SHALOM
270 W 84TH STREETNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$2,000
DESTINY FOUNDATION
10339 DAWSONS CREEK BLVDFORT WAYNEIN46825PUBLICGENERAL PURPOSE OF CHARITY$1,800
KAV L'NOAR
34B BROOK AVENUEPASSAICNJ07055PUBLICGENRAL PURPOSE OF CHARITY$15,000
LINCOLN SQUARE SYNAGOGUE
180 AMSTERDAM AVENEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$2,000
MANHATTAN JEWISH EXPERIENCE
131 W 86TH STREET 10TH FLOORNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$10,000
NATIONAL JEWISH OUTREACH
989 6TH AVE 10NEW YORKNY10018PUBLICGENRAL PURPOSE OF CHARITY$10,000
SHARSHERET
1086 TEANECK ROAD SUITE 2GTEANECKNJ07666PUBLICGENERAL PURPOSE OF CHARITY$5,000
WEST SIDE INSTITUTIONAL SYNAGOGUE
120 W 76TH STREETNEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$3,000
YESHIVA SHARIS ZION
75-24 GRAND CENTRAL PARKWAYQUEENSNY11375PUBLICGENERAL PURPOSE OF CHARITY$11,000
YESHIVA TIFRETH MOSHE
83-06 ABINGDON ROADQUEENSNY11415PUBLICGENERAL PURPOSE OF CHARITY$11,000
ASCENT TSFAT
383 KINGSTON AVENUE RM 28BROOKLYNNY11213PCGENERAL PURPOSE OF CHARITY$5,000
BACH JEWISH CENTER
210 EDWARDS BLVDLONG BEACHNY11561PCGENERAL PURPOSE OF CHARITY$500
BIKUR CHOLIM MANHATTAN
180 RIVERSIDE DRIVENEW YORKNY10024PCGENERAL PURPOSE OF CHARITY$5,000
BIRTHRIGHT ISRAEL FOUNDATION
111 8TH AVENEW YORKNY10011PCGENERAL PURPOSE OF CHARITY$5,000
CHABAD SOUTHERN MINNESOTA (SMA)
730 2ND STREET SWROCHESTERMN55902PCGENERAL PURPOSE OF CHARITY$5,000
CONGREGATION KEHILAT JACOB
8-21 ROOSEVELT STNEW YORKNY11691PCGENERAL PURPOSE OF CHARITY$5,000
EMMUNAH AMERICA
500 7TH AVENEW YORKNY10018PCGENERAL PURPOSE OF CHARITY$30,000
HEBRON FUND
1760 OCEAN AVEBROOKLYNNY11230PCGENERAL PURPOSE OF CHARITY$5,000
ITAMAR A F
962 EAST 28TH STREETBROOKLYNNY11210PCGENERAL PURPOSE OF CHARITY$1,800
LANIADO DEVELOPMENT FUND
1177 48TH STBROOKLYNNY11219PCGENERAL PURPOSE OF CHARITY$5,000
MINNESOTA ENGAGEMENT ON SHELTER HOUSING
740 E 17TH STMINNEAPOLISMN55404PCGENERAL PURPOSE OF CHARITY$5,000
MIGAL OHR A F
1325 AVE OF THE AMERICASNEW YORKNY10019PCGENERAL PURPOSE OF CHARITY$10,000
ORTHODOX UNION
40 RECTOR STREET 4TH FLNEW YORKNY10006PCGENERAL PURPOSE OF CHARITY$3,500
SAMCHEINU
1432 EAST 17TH STREETBROOKLYNNY11230PCGENERAL PURPOSE OF CHARITY$1,000
SHIFRA A F
PO BOX 7212SILVER SPRINGSMD20910PCGENERAL PURPOSE OF CHARITY$5,000
SPACE OF MIND (AVI RALBAN)
102 N SWINTON AVEDELRAY BEACHFL33444PCGENERAL PURPOSE OF CHARITY$5,240
YAD YISRAEL
2555 NOSTRAND AVEBROOKLYNNY11210PCGENERAL PURPOSE OF CHARITY$5,000
YESHIVA CENTRAL QUEENS
11367 70TH ROADFOREST HILLSNY11367PCGENERAL PURPOSE OF CHARITY$5,000
YESHIVA DARCHEI TORAH
257 BEACH 17TH STREETFAR ROCKAWAYNY11691PCGENERAL PURPOSE OF CHARITY$3,600
WEST SIDE HATZALOH
120 WEST 76TH STREETNEW YORKNY10023PCGENERAL PURPOSE OF CHARITY$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$209,210TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$24,936ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$82,903ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$107,839ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,839TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$7,287Amt
Net Investment Income$3,643NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,644DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
TRAVEL PLUS LEISURE CO COM$7,750$9,100
DELTA AIRLINES$8,500$6,572
FEDEX CORP$15,475$17,320
AMERICAN AIRLINES$23,843$19,080
AVIS BUDGET GROUP$31,951$163,930
MICROSOFT INC$46,688$59,955
FIDELITY CONTRA FUND$100,000$89,942
BARONS PARTNERS FUND$125,000$215,447
MORGAN STANLEY GROWTH$178,000$92,445
FIDELITY OTC PORT$200,000$222,478
BLACKROCK MIDCAP GROWTH$225,000$243,388
AKRE FOCUS FUND RETAIL$225,000$246,225
FIDELITY BLUE CHIP GROWTH$325,000$389,339
ULTRA NASDAQ 100 PRO INVESTOR$325,000$329,628
T ROWE PRICE BLUE CHIP$350,000$343,681
INVESCO QQQ TR UNIT$99,999$78,969
VANGUARD IDX FUND$115,000$98,998
PETROS PHARMACEUTICALS INC$1,918$116
SYNAPTOGENIX INC$10,482$93

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES$54$54$0
FILING FEE$769$0$769

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES-FITCategoryTxt
Amt$11,800Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Comments

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