JFI CHARITABLE TR: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JFI CHARITABLE TR (EIN 22-6766865)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2022-04-04
IRS object ID: 202210949349100136
Schema version: 2020v4.2
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
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Legal Fees Schedule
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-04-04T18:53:51-05:00	ReturnTs
Tax Period End	2020-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	223340257	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WILSCHANSKI & CO	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	450 WEST KENNEDY BLVD	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2020-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	226766865	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JFI CHARITABLE TRUST	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JFIC	BusinessNameControlTxt
Phone	7325312562	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	18 SIXTH STREET	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOSEPH INY	PersonNm
Person Title	TTEE	PersonTitleTxt
Phone	7325312562	PhoneNum
Signature	2022-04-04	SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOSEPH	PersonFirstNm
Person Last	INY	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
PTIN	P00845238	PTIN

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	2020	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,822,996	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$7,213	InterestOnSavRevAndExpnssAmt
Dividends Rev And Expnss	$78,300	DividendsRevAndExpnssAmt
Net Gain Sale Ast Rev And Expnss	-$238,376	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$25,999	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	-$152,863	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	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
Legal Fees Rev And Expnss	$10,000	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$0	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$7,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss	$3,085	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$20,585	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$339,957	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$339,957	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$360,542	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$339,957	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$513,405	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$252,926	CashBOYAmt
Cash EOY	$99,676	CashEOYAmt
Cash EOYFMV	$99,676	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$5,440,542	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,146,966	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,146,966	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers BOY	$364,406	RcvblFromOfficersBOYAmt
Rcvbl From Officers EOY	$2,004	RcvblFromOfficersEOYAmt
Rcvbl From Officers EOYFMV	$2,004	RcvblFromOfficersEOYFMVAmt
Other Nts And Loans Rcvbl BOY	$75,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$0	OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY	$264,375	CorporateStockBOYAmt
Corporate Stock EOY	$1,635,198	CorporateStockEOYAmt
Corporate Stock EOYFMV	$1,574,350	CorporateStockEOYFMVAmt
Total Assets BOY	$6,397,249	TotalAssetsBOYAmt
Total Assets EOY	$5,883,844	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,822,996	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	$6,397,249	RetainedEarningBOYAmt
Retained Earning EOY	$5,883,844	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$6,397,249	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,883,844	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$6,397,249	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,883,844	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$6,397,249	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$513,405	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$5,883,844	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,883,844	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	SoldSoldDt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Gross Sales PriceGrossSalesPriceAmt
LDK	2015-02-23	2020-02-13	$36,543	-$36,543	-$36,543
PGEN	2015-04-02	2020-06-24	$227,832	-$201,833	-$201,833	$25,999

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$238,376	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$0	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,387	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$1,387	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$1,387	OverpaymentAmt
Applied To ES Tax	$1,387	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	NJ	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	0	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

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	THE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7325312562	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	18 SIXTH STREET	AddressLine1Txt
City	LAKEWOOD	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	08701	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 (2 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
YOSSEF INY
16 REGAL CT	LAKEWOOD	NJ	08701	TRUSTEE	10.00	$0	$0	$0
RACHEL J INY
18 SIXTH STREET	LAKEWOOD	NJ	08701	TRUSTEE	10.00	$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	SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS	Description1Txt
Expenses1	$339,957	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	$981,511	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$4,600,239	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,581,750	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,581,750	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$83,726	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,498,024	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$274,901	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$274,901	MinimumInvestmentReturnAmt
Total Tax	$0	TotalTaxAmt
Distributable Before Adj	$274,901	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$274,901	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$274,901	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$339,957	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$339,957	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$339,957	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$274,901	DistributableAsAdjustedAmt
Undistributed Income PY	$304,739	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$339,957	QualifyingDistributionsAmt
Applied To Year1	$304,739	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$35,218	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$239,683	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd
BAIS KAILA
100 BAIS KAILA LN	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$11,000
BAIS YAAKOV HIGH SCHOOL
277 JAMES ST	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,000
BEIT MEDRASH NETIVE EZRA
1930 HALLANDALE BLVD	HALLANDALE	FL	33009	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$2,600
BEIT YAAKOV OZ VEHADAR
140 LEHIGH AVE	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$10,000
AMERICAN FRIENDS OF KOL YEHUDA
1514 39TH ST	BROOKLYN	NY	11218	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$6,000
BETH MEDRASH GOVOHA
617 SIXTH STREET	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$3,036
CONGREGATION BNEI YESHIVA
728 SHREWSBURY AVE	LONG BRANCH	NJ	07740	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,100
BIKUR CHOLIM OF LAKEWOOD
93 PROSPECT STREET	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$1,800
KHAL BNEI TORAH
19 CORNELIUS DR	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$113,190
LAKEWOOD CHEDER SCHOOL
725 VASSAR AVE	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$14,000
MIDRASH BET NASI
1716 E 7TH ST	BROOKLYN	NY	11223	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$15,000
BIRCHAS MORDECHAI
15 HERSCHEL TERRACE	MONSEY	NY	10952	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,000
CHASDEI YITZCHOK
481 PARK AVE	BROOKLYN	NY	11205	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$1,000
RENEWAL
5904 13TH AVE	BROOKLYN	NY	11219	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$100
SEPHARDIC TORAH CENTER
213 LENOX AVE	LONG BRANCH	NJ	07740	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$10,000
SYNAGOGUE OF DEAL
128 NORWOOD AVE	DEAL	NJ	07723	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$36
TIFERES BAIS YAAKOV
613 OAK ST	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,000
TIFERET RABBI AKIVA
2687 RIVERSIDE AVE	MERRICK	NY	11566	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$50,000
VARIOUS 501(C)(3) ORGANIZATIONS
VARIOUS	DEAL	NJ	07723	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$1,768
YESHIVA AMELEY TORAH
				NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$8,000	4 HAKABLAN ST	JERUSALEM	ISRAEL	IS
YESHIVA ATERET TORAH
901 QUENTIN RD	BROOKLYN	NY	11204	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$18,101
YESHIVA GEDOLA OF PASSAIC
35 ASCENSION ST	PASSAIC PARK	NJ	07055	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$10,000
YESHIVA HEICHAL HATORAH
3323 RICHMOND AVE	STATEN ISLAND	NY	10312	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$3,500
HEALING HEARTS
618 N LUNA CT	HOLLYWOOD	FL	33021	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,000
JERSEY SHORE HATZOLOH
PO BOX 2333	ELBERON	NJ	07740	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$1,800
KHAL ZICHRON BINYAMIN
701 PRINCETON AVE	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$5,000
MOSDOT BET YAAKOV
				NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$10,000	SIMTAT HACARMEL 6	BAT YAM	ISRAEL	IS
YESHIVAT OHR HACHAIM OF LAKEWOOD
301 ESSEX AVE	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$17,000
ZICHRON MOSHE
1441 MONMOUTH AVE	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$1,000
MERKAZ HATZEDAKA
VARIOUS	LAKEWOOD	NJ	08701	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$500
AMERICAN FRIENDS OF YESHIVAS KODSHIM
7901 21ST AVE	BROOKLYN	NY	11214	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$200
HALLANDALE SHUL
HALLANDALE	HALLANDALE	FL	33009	NONE	PUBLIC CHARITY	SUPPORT OF 501(C)(3) ORGANIZATION	$226

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$339,957	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$7,213	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$78,300	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$238,376	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	-$152,863	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	-$152,863	TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$7,500	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
30000 SH EXXON	$1,270,673	$1,236,600
35000 SH TEVA	$364,525	$337,750

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$10,000	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$15	$0	$0
OFFICE EXPENSES	$2,370	$0	$0
OTHER	$700	$0	$0

JFI CHARITABLE TR: Form 990PF, tax year 2020

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Preparer Person PreparerPersonGrp

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

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