FRED & SUZAN EHRMAN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- FRED & SUZAN EHRMAN FOUNDATION (EIN 13-6271584)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-06
- IRS object ID
- 202210969349101936
- 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
- Form 990-PF
- Accounting Fees Schedule
- Applied To Prior Year Election
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-06T19:19:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131589800 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHANDLING & LANDSMAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 FIFTH AVENUE-SUITE 5319 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10118 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136271584 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRED & SUZAN EHRMAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 9178368456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRED EHRMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 9178368456 | PhoneNum |
| Signature | 2022-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | FRED | PersonFirstNm |
| Person Last | EHRMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NANCY D LUISO | PreparerPersonNm |
| PTIN | P01366089 | PTIN |
| Phone | 2126835224 | PhoneNum |
| Preparation | 2022-04-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,246,541 | 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 |
| Dividends Rev And Expnss | $248,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $248,924 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $54,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $126,796 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $54,590 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $303,514 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $303,514 | 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 | $525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $56,012 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $358 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $56,895 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,435 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,790 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $54,079 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $303,514 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,743 | CashBOYAmt |
| Cash EOY | $42,130 | CashEOYAmt |
| Cash EOYFMV | $42,130 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $138,657 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,083 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,489,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,518,190 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,032,328 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,678,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,732,403 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,246,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,933,523 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,933,523 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$255,199 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$201,120 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,678,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,732,403 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,678,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,732,403 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,678,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $54,079 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,732,403 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,732,403 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PROSHARES TRUST ULTSHT REAL EST ETF | 2009-10-29 | 2021-06-03 | $9 | $617 | -$608 | -$608 |
| MAGAL SECURITY SYSTEMS | 2011-03-22 | 2021-08-19 | $126,787 | $71,589 | $55,198 | $55,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $54,590 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,600 | 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 | $3,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $619 | TaxDueAmt |
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 | 0 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FRED EHRMAN | IndividualWithBooksNm |
| Phone | 2128733644 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 CENTRAL PARK WEST - APT 6A | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | 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 (4 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| FRED EHRMAN | |||||||||
| 115 CENTRAL PARK WEST - APT 6A | NEW YORK | NY | 10023 | PRES/ DIR/TRE | 0.00 | $0 | $0 | $0 | |
| SUZAN EHRMAN | |||||||||
| 115 CENTRAL PARK WEST - APT 6A | NEW YORK | NY | 10023 | VP/TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ALYSSA EHRMAN | |||||||||
| C/O F EHRMAN 115 CENTRAL PARK W - | NEW YORK | NY | 10023 | SEC'Y/ASST TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | APT 6A |
| ERIC EHRMAN | |||||||||
| C/O F EHRMAN 115 CENTRAL PARK W - | NEW YORK | NY | 10023 | ASST TREAS/DIRECTOR | 0.00 | $0 | $0 | $0 | APT 6A |
| 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 |
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 | $4,015,688 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $201,307 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,216,995 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,216,995 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $63,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,153,740 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $207,687 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $207,687 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,219 | TotalTaxAmt |
| Distributable Before Adj | $203,468 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $203,468 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $203,468 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,790 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,790 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $203,468 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $192,405 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,790 | QualifyingDistributionsAmt |
| Applied To Year1 | $192,405 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $385 | 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 | $203,083 | 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) |
|---|---|---|
| Contributing Manager | FRED EHRMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MATAN | ||||||||||
| POB 40 | POMONA | NY | 10970 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,800 | |||||
| AMERICAN FRIENDS OF NACHALAT SHAI | ||||||||||
| 6132 N DRAKE AVE | CHICAGO | IL | 60659 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| AMERICAN FRIENDS OF THE IDF RABINATE | ||||||||||
| C/O SCHWARTZ 5 SUTTON ROAD | MONSEY | NY | 10952 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| AMERICAN FRIENDS OF TORAH LEADERSHIP INSTITUTE | ||||||||||
| 752 WASHBURN ST | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| AMIT | ||||||||||
| 49 WEST 47 ST 5TH FLOOR | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $400 | |||||
| AMIT | ||||||||||
| 49 WEST 47 ST 5TH FLOOR | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| CITY HARVEST | ||||||||||
| 6 EAST 32 ST | NEW YORK | NY | 10016 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | |||||
| CONGREGATION MORYA | ||||||||||
| PO BOX 1041 | NEW YORK | NY | 10024 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | |||||
| CONGREGATION MORYA | ||||||||||
| POBOX 1041 | NEW YORK | NY | 10024 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $90 | |||||
| CONGREGATION SHEARITH ISRAEL | ||||||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,850 | |||||
| DOROT | ||||||||||
| 171 WEST 85 ST | NEW YORK | NY | 10024 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $360 | |||||
| FRIENDS OF KEREN OR | ||||||||||
| 350 SEVENTH AVE SUITE 1004 | NEW YORK | NY | 10001 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $360 | |||||
| HASC | ||||||||||
| 1318 60TH ST | BROOKLYN | NY | 11219 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| HUDSON INSTITUE | ||||||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| JERUSALEM CENTER FOR RESEARCH | ||||||||||
| TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | PO BOX 57058 | JERUSALEM | JERUSALEM | IS | |||||
| JEWISH BROADCASTING SERVICE | ||||||||||
| PO BOX 360 | STAMFORD | CT | 69040 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,400 | |||||
| JUST ONE LIFE | ||||||||||
| 587 FIFTH AVE SUIT 702 | NEW YORK | NY | 10017 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| LINCOLN CENTER THEATER | ||||||||||
| 150 WEST 65 ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| LINCOLN SQUARE SYNAGOGUE | ||||||||||
| 180 AMSTERDAM AVE | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $29,000 | |||||
| MASDIA | ||||||||||
| PO BOX 191181 | BROOKLYN | NY | 11219 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| MEALS ON WHEELS | ||||||||||
| 415 EAST 93 ST | NEW YORK | NY | 10128 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| NJOP | ||||||||||
| 1345 AVE OF THE AMERICAS 2ND FLOOR | NEW YORK | NY | 10105 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $8,000 | |||||
| NYC BALLET | ||||||||||
| 20 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $250 | |||||
| OHR TORAH STONE INSTITUTIONS | ||||||||||
| 49 WEST 45 ST SUITE 701 | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $30,000 | |||||
| SEFARIA | ||||||||||
| 195 MONTAGUE ST SUITE 1203 | BROOKLYN | NY | 11201 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| SHALOM FOUNDATION | ||||||||||
| 845 THIRD AVE 6TH FLOOR | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| TIKVAH FUND | ||||||||||
| 165 EAST 56 ST 4TH FLOOR | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| UNITED HATZALAH | ||||||||||
| 206 EAST 51ST SUITE 303 | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| UNITED JEWISH APPEAL | ||||||||||
| 130 EAST 59 ST | NEW YORK | NY | 10022 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $10,000 | |||||
| V'CHAI ACHICHA | ||||||||||
| C/O FINKELMAN 524 DAHILL ROAD | BROOKLYN | NY | 11218 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,800 | |||||
| WALL STREET SYNAGOGUE | ||||||||||
| 47 BEEKMAN ST | NEW YORK | NY | 10038 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | |||||
| YESHIVA OHR TORAH | ||||||||||
| 310 WEST 75 ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $10,000 | |||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||
| NATIONAL MAIL PROCESS CENTER PO BOX | WASHINGTON | DC | 20090 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $100 | 96402 | ||||
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | ||||||||||
| NATIONAL MAIL PROCESS CENTER PO BOX | WASHINGTON | DC | 20090 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | 96402 | ||||
| AMERICAN FRIENDS OF ITIM | ||||||||||
| C/O KJ TECHNOLOGIES 247 WEST 36TH | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | ST | ||||
| AMERICAN FRIENDS OF LEKET | ||||||||||
| PO BOX 2090 | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,800 | |||||
| BIKUR CHOLIM OF MANHATTAN | ||||||||||
| 545 BEDFORD AVENUE | BROOKLYN | NY | 11211 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $360 | |||||
| ISRAEL FOOD DISTRIBUTION | ||||||||||
| 106 PENNINGTON AVENUE | PASSAIC | NJ | 07055 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 | |||||
| SHARSHERET | ||||||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEPMT PURPOSE | $180 | |||||
| HUDSON INSTITUE | ||||||||||
| 1201 PENNSYLVANIA AVE NW SUITE 400 | WASHINGTON | DC | 20004 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| MANHATTAN THEATER CLUB | ||||||||||
| 311 WEST 43RD ST | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEPMPT PURPOSE | $3,000 | |||||
| SIGNATURE THEATER | ||||||||||
| 480 WEST 42ND ST | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| VINYARD THEATER | ||||||||||
| 108 EAST 15TH ST | NEW YORK | NY | 10003 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,000 | |||||
| ROUNDABOUT THEATER | ||||||||||
| 231 WEST 39TH ST | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| PLAYWRIGHTS HORIZONS | ||||||||||
| 416 WEST 42ND ST | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| NEW GROUP | ||||||||||
| 240 WEST 35TH ST | NEW YORK | NY | 10001 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| SHARSHERET | ||||||||||
| 1029 TEANECK ROAD SUITE 3B | TEANECK | NJ | 07666 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| ZICHRON AVOS | ||||||||||
| C/O SHIMON FINKELMAN 524 DAHILL | BROOKLYN | NY | 11218 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,800 | ROAD | ||||
| JEWISH BROADCASTING SERVICE | ||||||||||
| P O BOX 360 | STAMFORD | CT | 69040 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $10,000 | |||||
| SECOND STAGE THEATER | ||||||||||
| 1501 BROADWAY | NEW YORK | NY | 10036 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $2,500 | |||||
| MEALS ON WHEELS | ||||||||||
| 415 EAST 93 ST | NEW YORK | NY | 10128 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| HILLEL INTERNATIONAL | ||||||||||
| PO BOX 92994 | WASHINGTON | DC | 20090 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| JCC OF MANHATTAN | ||||||||||
| 334 AMSTERDAM AVE | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| G'MACH ZICHRON MOSHE | ||||||||||
| 130 THE CIRLE | PASSAIC | NJ | 07055 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| G'MACH ZICHRON MOSHE | ||||||||||
| 130 THE CIRLE | PASSAIC | NJ | 07055 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $28,000 | |||||
| THE SHMITAH FUND | ||||||||||
| 560 SYLVAN AVENUE | ENGLEWOOD CLIFFS | NJ | 07632 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| THE PUBLIC THEATER | ||||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $3,000 | |||||
| TORAH EDUCATION IN ISRAEL | ||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| HEBREW FREE LOAN SOCIETY | ||||||||||
| 675 3RD AVE | NEW YORK | NY | 10017 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $500 | |||||
| EMUNAH | ||||||||||
| 500 7TH AVE | NEW YORK | NY | 10018 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $300 | |||||
| STAND WITH US | ||||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| JEWISH INSTITUE FOR THE BLIND | ||||||||||
| 1 UNIVERSITY PLAZA | HACKENSACK | NJ | 07601 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $360 | |||||
| MESIFTA TORAH VADAATH ORG | ||||||||||
| 425 EAST 9TH ST | BROOKLYN | NY | 11218 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $360 | |||||
| YESHIVA M'KOR CHAIM | ||||||||||
| 1571 55TH ST | BROOKLYN | NY | 11219 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $200 | |||||
| OORAH | ||||||||||
| 1805 SWARTHMORE AVE | LAKEWOOD | NJ | 08701 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $250 | |||||
| PAAMONIM | ||||||||||
| 1520 39TH ST | BROOKLYN | NY | 11208 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $300 | |||||
| CONGREGATION SHEARITH ISRAEL | ||||||||||
| 2 WEST 70TH ST | NEW YORK | NY | 10023 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $1,000 | |||||
| ZAKA | ||||||||||
| 1405 NORTH BROAD ST | HILLSIDE | NJ | 07205 | TO AID DONEE ORGANIZATIONS IN CARRYING OUT THEIR EXEMPT PURPOSE | $180 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,540 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $248,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $54,590 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $303,514 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $303,514 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | CAPITAL GAINS FROM SALES OF SECURITIES | RelationshipStatementTxt |
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 | SHANDLING & LANDSMAN, LLP | CategoryTxt |
| Amt | $525 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FUNDS IN EXCESS OF 2015 UNDISTRIBUTED INCOME DISTRIBUTED IN 2016 SHOULD BE APPLIED AGAINST PREVIOUS UNDISTRIBUTED INCOME YEARS | ElectionDesc |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $3,518,190 | EOYBookValueAmt |
| EOYFMV | $4,032,328 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $0 | $250 |
| BANK SERVICE CHARGES | $36 | $0 | $0 |
| MISCELLANEOUS | $72 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $51,750 | $0 | $0 |
| FEDERAL EXCISE TAXES | $4,262 | $0 | $0 |
Comments