BETA

KASSEL-BACKER FAM FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
KASSEL-BACKER FAM FOUNDATION (EIN 22-6966562)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-08-23
IRS object ID
202202359349100005
Schema version
2021v4.2
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)
Return2022-08-23T08:17:22-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN223271252PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ROSENBERG RICH BAKER BERMAN & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 DUNNELL ROADAddressLine1Txt
CityMAPLEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07040ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN226966562EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KASSEL-BACKER FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlKASSBusinessNameControlTxt
Phone7325495600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 PROSPECT PARK WEST 7AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL A BACKERPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7325495600PhoneNum
Signature2022-08-23SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMICHAELPersonFirstNm
Person LastBACKERPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN J TRUPPO CPAPreparerPersonNm
PTINP00027864PTIN
Phone9737636363PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$844,627FMVAssetsEOYAmt
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$218InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$218InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,288DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,288DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$167,791NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$657,094GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$167,791CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$178,297TotalRevAndExpnssAmt
Total Net Invst Incm$178,297TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$8InterestRevAndExpnssAmt
Interest Net Invst Incm$0InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$8InterestDsbrsChrtblAmt
Taxes Rev And Expnss$1,598TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,598TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,369OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$13,219OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,150OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$16,975TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,219TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,756TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$311,092ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$311,092ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$328,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,219TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$314,848TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$149,770ExcessRevenueOverExpensesAmt
Net Investment Income$165,078NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$44,509CashBOYAmt
Cash EOY$35,666CashEOYAmt
Cash EOYFMV$35,666CashEOYFMVAmt
Acct Rcvbl$57AcctRcvblAmt
Acct Rcvbl BOY$119AcctRcvblBOYAmt
Acct Rcvbl EOY$57AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$57AcctRcvblEOYFMVAmt
US Government Obligations BOY$178,516USGovernmentObligationsBOYAmt
US Government Obligations EOY$130,195USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$130,195USGovtObligationsEOYFMVAmt
Corporate Stock BOY$741,733CorporateStockBOYAmt
Corporate Stock EOY$678,709CorporateStockEOYAmt
Corporate Stock EOYFMV$678,709CorporateStockEOYFMVAmt
Total Assets BOY$964,877TotalAssetsBOYAmt
Total Assets EOY$844,627TotalAssetsEOYAmt
Total Assets EOYFMV$844,627TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$964,877RetainedEarningBOYAmt
Retained Earning EOY$844,627RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$964,877TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$844,627TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$964,877TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$844,627TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$964,877TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$149,770ExcessRevenueOverExpensesAmt
Other Increases$30,523OtherIncreasesAmt
Subtotal$845,630SubtotalAmt
Other Decreases$1,003OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$844,627TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$65,059$65,032$27$27
PUBLICLY TRADED SECURITIESP$80,817$80,189$628$628
PUBLICLY TRADED SECURITIESP$106,338$96,274$10,064$10,064
PUBLICLY TRADED SECURITIESP$404,880$247,808$157,072$157,072
FieldValueIRS element (for citing)
Capital Gain Net Income$167,791CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,295InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$2,295SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$2,295TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,200ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$28EsPenaltyAmt
Tax Due$1,123TaxDueAmt

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
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
Individual With BooksMICHAEL A BACKERIndividualWithBooksNm
Phone7325495600PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11 PROSPECT PARK WEST APT 7AAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11215ZIPCd
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
MICHAEL A BACKER
1 PROSPECT PARK WEST APT 7ABROOKLYNNY11215TRUSTEE0.50$0$0$0
TERRY KASSEL
340 ROYAL POINCIANA WAY STE 317PALM BEACHFL33480TRUSTEE0.50$0$0$0
STEPHEN BACKER
211 BERKELEY PLACEBROOKLYNNY11217TRUSTEE0.50$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$939,568AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$46,849AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$986,417TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$986,417AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$14,796CashDeemedCharitableAmt
Net Vl Noncharitable Assets$971,621NetVlNoncharitableAssetsAmt
Minimum Investment Return$48,581MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$48,581MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,295TaxBasedOnInvestmentIncomeAmt
Total Tax$2,295TotalTaxAmt
Distributable Before Adj$46,286DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$46,286DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$46,286DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$314,848ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$314,848QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$46,286DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$132,654ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$176,200ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$166,041ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$358,480ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$833,375TotalExcessDistributionCyovAmt
Qualifying Distributions$314,848QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$46,286AppliedToCurrentYearAmt
Remaining Distri From Corpus$268,562RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,101,937TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,101,937ExcessDistriCyovToNextYrAmt
Excess From Year4$132,654ExcessFromYear4Amt
Excess From Year3$176,200ExcessFromYear3Amt
Excess From Year2$166,041ExcessFromYear2Amt
Excess From Year1$358,480ExcessFromYear1Amt
Excess From Current Year$268,562ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMICHAEL A BACKERContributingManagerNm
Contributing ManagerTERRY KASSELContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
MONTCLAIR ART MUSEUM
3 S MOUNTAIN AVEMONTCLAIRNJ07042501(C)(3)TO COLLECT, PRESERVE AND PRESENT AMERICAN AND NATIVE AMERICAN ART BY EXHIBITION AND EDUCATIONAL PROGRAMS$500
MONTCLAIR ART MUSEUM
3 S MOUNTAIN AVEMONTCLAIRNJ07042501(C)(3)TO COLLECT, PRESERVE AND PRESENT AMERICAN AND NATIVE AMERICAN ART BY EXHIBITION AND EDUCATIONAL PROGRAMS$20,000
CONGREGATION SHEARITH ISRAEL
2 WEST 70TH STNEW YORKNY10023501(C)(3)TO PROMOTE A WELCOMING APPROACH TOWARDS A MORE TRADITIONAL JUDAISM WHILE PROVIDING THE HIGHEST QUALITY OF JUDAIC EDUCATION PROGRAMS$3,193
BROOKLYN BOTANIC GARDEN CORPORATION
1000 WASHINGTON AVEBROOKLYNNY11225501(C)(3)TO INSPIRE THE STEWARDSHIP OF THE ENVIRONMENT THROUGH THE CONSERVATION, DISPLAY AND ENJOYMENT OF PLANTS WITH EDUCATION PROGRAMS AND RESEARCH FOCUSED ON UNDERSTANDING AND CONSERVING REGIONAL PLANTS AND PLANT COMMUNITIES$250
CONGREGATION BETH ELOHIM
274 GARFIELD PLACEBROOKLYNNY11215501(C)(3)TO PROMOTE SPIRITUAL DEVELOPMENT IN THE JEWISH RELIGION$2,795
AMERICAN HUMANE ASSOCIATION
1400 16TH ST NW NO 360WASHINGTONDC20036501(C)(3)TO PREVENT CRUELTY, ABUSE, NEGLECT AND EXPLOITATIONOF CHILDREN AND ANIMALS AND ASSURE THEIR INTERESTS AND WELL-BEINGARE FULLY, EFFECTIVELY AND HUMANELY GUARANTEED BY AN AWARE AND CARING SOCIETYTO PROMOTE SPIRITUAL DEVELOPMENT IN THE JEWISH RELIGION$5,000
ROMEMU
176 W 105TH STNEW YORKNY10025501(C)(3)TO TO HELP JEWS AND NON-JEWS CONNECT TO THEIR SOUL AND CREATOR AND LIVE AN ELEVATED LIFE THROUGH TEACHINGS OF JUDAISM, SHABBAT SERVICES, MUSIC, PRAYER TORAH LEARNING AND OPPORTUNITIES TO CONNECT WITH SPIRITUAL LEADERS$15,000
NATIONAL PHILANTHROPIC TRUST
165 TOWNSHIP LINE RD SUITE 1200JENKINTOWNPA19048501(C)(3)TO PROVIDE PHILANTHROPIC EXPERTISE TO DONORS, FOUNDATIONS AND FINANCIAL INSTITUTIONS, ENABLING THEM TO REALIZE THEIR PHILANTHROPIC ASPIRATIONS$100,000
MARTHA'S VINEYARD HEBREW CENTER
130 CENTER STVINEYARD HAVENMA02568501(C)(3)TO PROMOTE THE JEWISH SPIRITUAL, CULTURAL, INTELLECTUAL AND ARTISTIC LIFE ON MARTHA'S VINEYARD.$1,235
MARTHA'S VINEYARD HEBREW CENTER
130 CENTER STVINEYARD HAVENMA02568501(C)(3)TO PROMOTE THE JEWISH SPIRITUAL, CULTURAL, INTELLECTUAL AND ARTISTIC LIFE ON MARTHA'S VINEYARD$1,800
STEPHEN WISE FREE SYNAGOGUE
30 W 68TH STNEW YORKNY10023501(C)(3)TO PROVIDE COMPREHENSIVE AND CONTINUING EDUCATION FOR CHILDRENAND ADULTS IN JEWISH HISTORY , OBSERVANCE, BELIEFS, CULTURE AND THE HEBREW LANGUAGE$3,319
JEWISH FOOD SOCIETY
88 ESSEX STNEW YORKNY10002501(C)(3)TO HONOR, REVITALIZE, PRESERVE, AND CELEBRATE JEWISH CULINARY TRADITIONS$150,000
WNYCWQXR
160 VARICK STNEW YORKNY10013501(C)(3)TO PROVIDE A BROAD RANGE OF NEWS, TALK, CULTURAL AND CLASSICAL MUSICAL PROGRAMMING$3,000
MUSIC FOR ALL SEASONS INC
336 PARK AVE SUITE 2RSCOTCH PLAINSNJ070761100501(C)(3)TO FOSTER HUMAN INTERACTION AND HEALING THROUGH THE ART OF LIVE MUSICAL PERFORMANCE, BRINING OUR PROGRAMS TO YOUTH AT RISK, VETERANS, SENIORS AND HOSPITALS AND HOSPICES$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$311,092TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$218RelatedOrExemptFunctionIncmAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$10,288RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$167,791RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$178,297RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$178,297TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE
4ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE
8ENABLES THE FOUNDATION TO ACCOMPLISH ITS CHARITABLE PURPOSE

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

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MERRILL LYNCH #02005-EQUITIES PORTFOLIO$564,946$564,946
MERRILL LYNCH #02004-BLACKROCK ALLOCATION TARGET SERIES S$113,763$113,763

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$130,195USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$130,195USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescPENALTYDesc
Amt$1,003Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MNGT FEES$13,159$13,159$0
ACCOUNTING$2,150$0$2,150
BANK CHARGES$60$60$0

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$30,523Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$1,598Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,598DisbursementsCharitablePrpsAmt

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