ABC CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ABC CHARITABLE FOUNDATION (EIN 13-4092579)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107184
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T15:43:11-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC GOLDSTEIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2918 AVE L | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | 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 | 134092579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABC CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHAVA BISTRITZKY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABCC | BusinessNameControlTxt |
| Phone | 2128646501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVE 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAVA BISTRITZKY | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 2128646501 | PhoneNum |
| Signature | 2023-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CHAVA | PersonFirstNm |
| Person Last | BISTRITZKY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISAAC GOLDSTEIN | PreparerPersonNm |
| PTIN | P00142502 | PTIN |
| Phone | 7183383882 | PhoneNum |
| Preparation | 2023-11-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $1,019,982 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $18,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $18,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,401 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $106,931 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,401 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,998 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,209 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $30,520 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $30,520 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $47,729 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,269 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,998 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $132,386 | CashBOYAmt |
| Cash EOY | $119,525 | CashEOYAmt |
| Cash EOYFMV | $119,525 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,081 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $17,570 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $17,570 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $618,468 | CorporateStockBOYAmt |
| Corporate Stock EOY | $650,444 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $609,881 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $287,613 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $287,446 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $239,185 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $37,024 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,856 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,821 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,096,572 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,108,841 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,019,982 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,096,572 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,108,841 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,096,572 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,108,841 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,096,572 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,108,841 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,096,572 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,269 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,108,841 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,108,841 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VIRTUS STRATEGY TR WATER FD INSTL CL | P | 2021-12-17 | 2022-07-06 | $2,107 | $2,504 | -$397 | -$397 |
| JP MPRGAN 833-67274 | P | 2020-06-30 | 2022-08-19 | $84,243 | $88,026 | -$3,783 | -$3,783 |
| WASH SALE | P | 2019-06-30 | 2022-08-19 | $229 | $229 | $229 | |
| CAPITAL GAINS DIVIDENDS | P | $20,352 | $20,352 | $20,352 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,401 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $486 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $486 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $486 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $514 | OverpaymentAmt |
| Applied To ES Tax | $514 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHAVA BISTRITZKY | IndividualWithBooksNm |
| Phone | 2128646501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVENUE 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHAVA BISTRITZKY | ||||||||
| 845 WEST END AVE | NEW YORK | NY | 10025 | PRES | 0.00 | $0 | $0 | $0 |
| ISSACHAR BISTRITZKY | ||||||||
| 4815-15TH AVE | BROOKLYN | NY | 11219 | VP | 0.00 | $0 | $0 | $0 |
| ISAAC BISTRITZKY | ||||||||
| 1574-48TH STREET | BROOKLYN | NY | 11219 | SEC | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ORGANIZATION ENGAGED IN RELIGIOUS, EDUCATIONAL AND OTHER CHARITABLE PURPOSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $110,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $110,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,650 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $108,350 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,418 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,418 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $486 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $486 | TotalTaxAmt |
| Distributable Before Adj | $4,932 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,932 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,932 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,520 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $30,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,932 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,404 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $31,937 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,267 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $76,570 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,932 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,588 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $102,158 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $2,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,058 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,404 | ExcessFromYear4Amt |
| Excess From Year3 | $31,937 | ExcessFromYear3Amt |
| Excess From Year2 | $29,267 | ExcessFromYear2Amt |
| Excess From Year1 | $862 | ExcessFromYear1Amt |
| Excess From Current Year | $25,588 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHAVA BISTRITZKY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHAVA BISTRIZKY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVE APT 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128646501 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE OF SOLICITATION & ANY APPLICABLE BROCHURES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | |||||||||||
| 42 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $208 | |||||
| AISH HATORAH | |||||||||||
| 11418 OLD GEORGETOWN RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $72 | |||||
| BAMBI | |||||||||||
| 1728 53RD ST | BROOKLYN | NY | 11204 | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |||||
| BNOS YISROEL OF BALTIMORE | |||||||||||
| 6300 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $100 | |||||
| CHAI LIFELINE | |||||||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $36 | |||||
| CONG EAST SIDE REBBIS KLOIZ CHEVRA BNEI YITZCHOK BOYAN INC | |||||||||||
| 247 E BROADWAY | NEW YORK | NY | 10002 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $1,000 | |||||
| CONG MINCHAS CHINUCH OF THE WEST SIDE | |||||||||||
| 321 W 100TH ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | SOCIAL SERVICE | $1,350 | |||||
| CONG OHAB ZEDEK | |||||||||||
| 118 W 95TH ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | SOCIAL SERVICE | $750 | |||||
| CONG RACHMISTRIVKA | |||||||||||
| 1164 45TH ST | BROOKLYN | NY | 11219 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $15,000 | |||||
| ECHO NATIONAL INSTITUTE FOR HEALTH | |||||||||||
| 295 W RTE 59 | SPRING VALLEY | NY | 10977 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $54 | |||||
| EZRA LEMARPEH | |||||||||||
| 1554 39TH STREET | BROOKLYN | NY | 11218 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $72 | |||||
| EZRAS TORAH | |||||||||||
| 1540 ROUTE 202 | PAMONA | NY | 10002 | PUBLIC CHARITY | SOCIAL SERVICE | $36 | |||||
| FRIENDS OF YAD SARAH | |||||||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $36 | |||||
| GOMLEI CHESED OF BOYAN | |||||||||||
| 3054 BEDFORD AVE | BROOKLYN | NY | 11210 | PUBLIC CHARITY | SOCIAL SERVICE | $500 | |||||
| JEWISH RENASSANCE CENTER | |||||||||||
| 441 WEST END AVE 1C | NEW YORK | NY | 10024 | PUBLIC CHARITY | SOCIAL SERVICE | $200 | |||||
| KIMPATORIN AID INC | |||||||||||
| 1324 50TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICE | $36 | |||||
| KUPAS EZRA SHOMREI CHESED | |||||||||||
| 240 52ND STREEET | BROOKLYN | NY | 11220 | PUBLIC CHARITY | SOCIAL SERVICE | $72 | |||||
| LADIES BIKUR CHOLIM DSATMOR | |||||||||||
| 545 BEDFORD AVE | BROOKLYN | NY | 11211 | PUBLIC CHARITY | SOCIAL SERVICE | $158 | |||||
| MESIVTA TIFERETH ISRAEL | |||||||||||
| 247 - EAST BROADWAY | NEW YORK | NY | 10002 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $2,000 | |||||
| MISASKIM | |||||||||||
| 5805 16TH AVENUE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | SOCIAL SERVICE | $360 | |||||
| N'SHEI AHAVAS CHESED | |||||||||||
| 1549 46TH ST | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICE | $100 | |||||
| ORTHODOX UNION | |||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $126 | |||||
| RABBI MEIR BAAL HANESS CHARITIES KOLLEL AHAVAS YISROEL VYERUSHALAIM | |||||||||||
| PO BOX 191188 | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICES | $36 | |||||
| YAD GUTTA | |||||||||||
| 6506 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PUBLIC CHARITY | SOCIAL SERVICE | $180 | |||||
| YESHIVA IMREI CHAIM VIZNITZ OF BORO PARK INC | |||||||||||
| 1824 53RD STREET | BROOKLYN | NY | 11204 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $50 | |||||
| AARP FOUNDATION | |||||||||||
| 601 E ST NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | SOCIAL SERVICE | $18 | |||||
| AHAVAS CHESED | |||||||||||
| 166 HEWES ST | BROOKLYN | NY | 11211 | PUBLIC CHARITY | SOCIAL SERVICES | $36 | |||||
| BEER HAGOLAH | |||||||||||
| 671 LOUISIANA AVE | BROOKLYN | NY | 11239 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $50 | |||||
| BEER YITZCHOK AD | |||||||||||
| 451 BROADWAY STE 136 | BROOKLYN | NY | 11211 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $100 | |||||
| CHESED 247 | |||||||||||
| 286 NORTH MAIN ST STE 210 | SPRING VALLEY | NY | 10977 | PUBLIC CHARITY | SOCIAL SERVICES | $50 | |||||
| CON VAYAKOM PINCHOS | |||||||||||
| 1501 59TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $250 | |||||
| CONG ZLATIPOL | |||||||||||
| 14 VINTAGE CIRCLE | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $500 | |||||
| DOROT | |||||||||||
| 171 W 85TH ST | NEW YORK | NY | 10024 | PUBLIC CHARITY | SOCIAL SERVICES | $36 | |||||
| KOOL KIDS PASSAIC | |||||||||||
| 164 ASCENSION ST | PASSAIC | NJ | 07055 | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 | |||||
| KOLEL RACHMISTRIVKA MONSEY | |||||||||||
| 6 HORIZON CT UNIT 202 | MONSEY | NY | 10952 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $360 | |||||
| CONG NER BARUCH | |||||||||||
| 2007 E 14TH ST | BROOKLYN | NY | 11219 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $150 | |||||
| SHALOM TORAH CENTERS | |||||||||||
| 70 AMBOY RD | MORGANVILLE | NJ | 07751 | PUBLIC CHARITY | SOCIAL SERVICES | $100 | |||||
| TZIR CHESSED | |||||||||||
| PUBLIC CHARITY | SOCIAL SERVICES | $1,800 | 4600 BATHURST ST SUITE 316 | NORTH YORK | ONTARIO | CA | M2R3V2 | ||||
| JEWISH RENAISSANCE CENTER | |||||||||||
| 441 WEST END AVENUE | NEW YORK | NY | 10024 | PUBLIC CHARITY | SOCIAL SERVICES | $350 | |||||
| UNITED TALMUDIC ACADEMY | |||||||||||
| 845 WEST END AVE UNIT 4D | NEW YORK | NY | 10025 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $180 | |||||
| YACHAD | |||||||||||
| 1328 PRESIDENT STREET | BROOKLYN | NY | 11213 | PUBLIC CHARITY | SOCIAL SERVICES | $72 | |||||
| YAD SARAH | |||||||||||
| 445 PARK AVENUE STE 1702 | NEW YORK | NY | 10022 | PUBLIC CHARITY | SOCIAL SERVICES | $36 | |||||
| YESHIVA KETANA OF MANHATTAN | |||||||||||
| 346 W 89TH ST | NEW YORK | NY | 10024 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $200 | |||||
| MIGDAL OHR BRIDAL FUND | |||||||||||
| 1325 AVENUE OF THE AMERICAS | NEW YORK | NY | 10019 | PUBLIC CHARITY | SOCIAL SERVICES | $100 | |||||
| CHAVERIM ISRAEL FAMILY SERVICES | |||||||||||
| 1360 CLIFTON AVE 370 | CLIFTON | NJ | 07012 | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $30,520 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $18,597 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,401 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $34,998 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,998 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS ON SECURITIES USED TO FURTHER CHARITABLE ACTIVITIES |
| 8 | CAPITAL GAINS ON SECURITY SALES USED TO FURTHER CHARITABLE ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CHAVA BISTRITSKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALVERT FD INCOME FD CL I | $80,733 | $65,813 |
| FEDERATED HRMS INSTL | $19,722 | $16,553 |
| JPMORGAN TR I | $28,497 | $24,985 |
| JPMORGAN TR II | $57,154 | $49,538 |
| PIMCO TOTAL RETURN FUND | $39,787 | $32,833 |
| ROWE T PRICE INTL FDS INC | $22,551 | $17,173 |
| VANGUARD INFLATION | $39,002 | $32,290 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $26,351 | $47,926 |
| APPLE INC | $13,584 | $36,297 |
| ALTABA INC | $2,781 | $615 |
| MICROSOFT CORP | $8,193 | $13,185 |
| AB DISCOVERY VALUE FUND | $12,372 | $11,736 |
| DELEWARE GROUP GLOBAL | $11,592 | $8,158 |
| FUNDVANTAGE TR | $59,109 | $41,468 |
| HARTFORD MUT FDS INC | $13,537 | $9,682 |
| INVESCO DISCOVERY MID CAP | $12,686 | $9,522 |
| JANUS INVT FD | $28,486 | $27,190 |
| JOHN HANCOCK FDS III | $67,648 | $67,594 |
| JP MORGAN TR I | $59,186 | $45,811 |
| JP MORGAN TR I | $10,839 | $9,947 |
| MASSACHUSETTS INVS TR | $71,127 | $63,415 |
| NEUBERGER BERMAN EQUITY | $14,547 | $11,690 |
| NUVEEN INVT TR V | $19,414 | $16,712 |
| ROWE T PRICE BLUE CHIP | $61,471 | $41,144 |
| ROWE T PRICE INTL FDS INC | $12,158 | $8,234 |
| SELECT SECTOR SPDR TRUST | $56,991 | $64,051 |
| VANECK ETF TRUST | $11,268 | $9,544 |
| WCM FOCUSED GLOBAL GROWTH | $21,110 | $15,455 |
| WCM FOCUSED INTERNATIONAL | $29,945 | $24,167 |
| ALLSPRING SPECIAL MID CAP | $10,397 | $10,594 |
| MANAGED PORTFOLIO SERIES | $15,652 | $15,744 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EVENT DRIVEN | AT COST | $17,685 | $17,160 |
| JPMORGAN TR I | AT COST | $16,171 | $16,661 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEES | $500 | $0 | $0 |
| MGMT ADVISORY FEES | $9,865 | $0 | $0 |
| BANK CHARGES | $1,331 | $0 | $0 |
| OFFICE EXPENSE | $180 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $2,333 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |