JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-06-15
IRS object ID
202201669349100010
Schema version
2020v4.2
Note
A later return for the same period supersedes this one.
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)
Return2022-06-15T08:36:15-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 SYLVAN WAYAddressLine1Txt
CityPARSIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070543801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222861787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH & RENEE BIJOU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone7322488200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD NO 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BIJOUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7322488200PhoneNum
Signature2022-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOSEPHPersonFirstNm
Person LastBIJOUPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9732283500PhoneNum
Preparation2022-04-28PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Amended ReturnYes (X)AmendedReturnInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$40,816,209FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$5,426InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$5,426InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$19,761DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,045,567NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$11,686,424GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,756,912CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$8,485OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,485OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,079,239TotalRevAndExpnssAmt
Total Net Invst Incm$1,783,441TotalNetInvstIncmAmt
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$450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$225AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$68,228InterestRevAndExpnssAmt
Interest Net Invst Incm$43,140InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$68,184TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,744TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$91,841OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$69,198OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$228,703TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$114,307TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$225TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$172,124ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$172,124ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$400,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$114,307TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$172,349TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,678,412ExcessRevenueOverExpensesAmt
Net Investment Income$1,669,134NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$230,512CashBOYAmt
Cash EOY$113,776CashEOYAmt
Cash EOYFMV$113,776CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,637,039SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,910,504SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,910,504SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,031AcctRcvblAmt
Acct Rcvbl EOY$2,031AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,031AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$130,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$130,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$130,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$130,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$7,377,541CorporateStockBOYAmt
Corporate Stock EOY$13,076,539CorporateStockEOYAmt
Corporate Stock EOYFMV$35,890,104CorporateStockEOYFMVAmt
Other Investments BOY$792,499OtherInvestmentsBOYAmt
Other Investments EOY$769,794OtherInvestmentsEOYAmt
Other Investments EOYFMV$769,794OtherInvestmentsEOYFMVAmt
Total Assets BOY$12,167,591TotalAssetsBOYAmt
Total Assets EOY$18,002,644TotalAssetsEOYAmt
Total Assets EOYFMV$40,816,209TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$5,380,258MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$9,542,907MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$107,770OtherLiabilitiesBOYAmt
Other Liabilities EOY$107,770OtherLiabilitiesEOYAmt
Total Liabilities BOY$5,488,028TotalLiabilitiesBOYAmt
Total Liabilities EOY$9,650,677TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$6,679,563RetainedEarningBOYAmt
Retained Earning EOY$8,351,967RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,679,563TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$8,351,967TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,167,591TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$18,002,644TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,679,563TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,678,412ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$8,357,975SubtotalAmt
Other Decreases$6,008OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$8,351,967TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CGH 107306$6,095,350$5,599,012$496,338$496,338
CGH 107305$2,046,201$785,627$1,260,574$1,260,574
FieldValueIRS element (for citing)
Capital Gain Net Income$1,756,912CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$23,201InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$23,201SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$23,201TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$23,725TotalPaymentsAndCreditsAmt
Original Return Tax Paid$23,725OriginalReturnTaxPaidAmt
Es Penalty$524EsPenaltyAmt
Tax Due$0TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH BIJOUIndividualWithBooksNm
Phone7322488200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD SUITE 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
JOSEPH BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180PRESIDENT0.50$0$0$0
MURRAY DWECK
2 ETHEL ROADEDISONNJ08818VP0.50$0$0$0
RENEE BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180VP0.50$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$30,069,962AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$4,579,126AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$769,795FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$35,418,883TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$8,328,894AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$27,089,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$406,350CashDeemedCharitableAmt
Net Vl Noncharitable Assets$26,683,639NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,334,182MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,334,182MinimumInvestmentReturnAmt
Tax Based On Investment Income$23,201TaxBasedOnInvestmentIncomeAmt
Income Tax$11,346IncomeTaxAmt
Total Tax$34,547TotalTaxAmt
Distributable Before Adj$1,299,635DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,299,635DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,299,635DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$172,349ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$172,349QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$172,349AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,299,635DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$214,546ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$214,546TotalExcessDistributionCyovAmt
Qualifying Distributions$172,349QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$172,349AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$214,546ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$214,546ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$912,740UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHI EZER CONREGATION
1885 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$5,600
AHI EZER VATIKIN
2433 OCEAN PKWYBROOKLYNNY112356111PCUNRESTRICTED$1,800
BEIT MIDRASH SHEM HAGDOLIM
1380 HOPKINS STBERKELEYCA947021147PCUNRESTRICTED$300
BEIT YAACOV
19275 MYSTIC POINT DRIVEAVENTURAFL331804542PCUNRESTRICTED$2,500
BNEI JEHUDAH CONGREGATION
352 E 78TH STNEW YORKNY10075PCUNRESTRICTED$500
BNOT YISRAEL
243 PROSPECT STLAKEWOOD TOWNSHIPNJ08701PCUNRESTRICTED$15,000
CONGREGATION YAD YOSEF
1036 OCEAN PARKWAYBROOKLYNNY11230PCUNRESTRICTED$2,400
GMACH CHASDEI YITZCHOK
1730 48TH STBROOKLYNNY112041213PCUNRESTRICTED$3,000
LEV AHARON
PO BOX 275W LONG BRANCHNJ077640275PCUNRESTRICTED$16,000
MATTAN BASSETER
580 5TH AVE STE 415NEW YORKNY10036PCUNRESTRICTED$1,800
MIKDASH ELIHAYU
400 AVENUE UBROOKLYNNY11223PCUNRESTRICTED$1,010
MEOHR BAIS YAACON INC
333 EVANSTON DREAST WINDSORNJ085205310PCUNRESTRICTED$500
NAVAT YISRAEL
2 ETHEL RD STE 205AEDISONNJ08818PCUNRESTRICTED$26,000
NYU
545 FIRST AVENUENEW YORKNY100166401PCUNRESTRICTED$6,614
RABBI MOSHE TESSONE FUND
500 W 185TH STNEW YORKNY10033PCUNRESTRICTED$1,000
RABBI EITAN YUNGERNMANN FUND
500 W 185TH STNEW YORKNY10033PCUNRESTRICTED$500
YESHIVAT NAVAT YISRAEL
203 WEBSTER AVEBROOKLYNNY11230PCUNRESTRICTED$12,600
YESHIVA OF FLATBUSH
1649 EAST 13TH STBROOKLYNNY11229PCUNRESTRICTED$50,000
YESIVAT SHEERITH YOSEF
366 FIFTH AVENEW YORKNY100012211PCUNRESTRICTED$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$172,124TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$5,426ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$19,761ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$8,485ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$288,655UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,756,912ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$288,655UnrelatedBusinessTaxblIncmAmt
Exclusion$1,790,584ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,079,239TotalIncomeProducingActyAmt

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 FEESCategoryTxt
Amt$450Amt
Net Investment Income$225NetInvestmentIncomeAmt
Disbursements Charitable Prps$225DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE CRI ACT WAS AMENDED TO PERMIT CHARITABLE ORGANIZATIONS RECEIVING ANNUAL GROSS CONTRIBUTIONS OF $10,000 OR LESS TO CHOOSE WHETHER OR NOT THEY WISH TO MAINTAIN A REGISTRATION WITH THE N.J. CHARITIES REGISTRATION SECTION, BUT NO LONGER REQUIRES THEM TO DO SO.ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtBasis MethodBasisMethodTxtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
CGH 107306 - MARGIN ACCOUNTPURCHASED$2,056,908$2,827,689COST$0-$770,781
CGH 107306 - MARGIN ACCOUNTPURCHASED$1,487,965$428,529COST$0$1,059,436

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990 PF, PART VII-B, LINE 1A(2):A SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $107,770 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED.
FORM 990PFFORM 990PF IS BEING AMENDED TO CORRECT REQUIRED MINIMUM DISTRIBUTIONS CALCULATION.

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGILDER, GAGNON, HOWE & COStockNm
EOY Book Value$13,076,539EOYBookValueAmt
EOYFMV$35,890,104EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - REAL ESTATECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$769,794BookValueAmt
EOYFMV$769,794EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCAPITAL ACCOUNT ADJUSTMENT - PINK LIONDesc
Amt$6,008Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIVIDEND EXPENSE$61,577$38,934$0
BANK CHAGES$28,747$28,747$0
PINK LION EXPENSE$1,517$1,517$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc4840 MGC LLCDesc
Revenue And Expenses Per Books$8,485RevenueAndExpensesPerBooksAmt
Net Investment Income$8,485NetInvestmentIncomeAmt
Adjusted Net Income$8,485AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLE TO OFFICERSDesc
BOY Book Value$107,770BOYBookValueAmt
EOY Book Value$107,770EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
YESHIVAT SHEERITH YOSEF
NONE$50,000$02017-042020-12AT MATURITY0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$50,000$02018-052020-12ON DEMAND0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$30,000$02018-042020-12ON DEMAND0.000000000000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,744$1,744$0
FEDERAL TAX PAYMENTS$66,440$0$0

Comments

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