LEWIS FAM TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAM TR (EIN 22-6885462)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-31
- IRS object ID
- 202211519349100901
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-31T10:35:32-04:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mach & Associates CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 Main Ave | AddressLine1Txt |
| City | Elmwood Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | 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 | 226885462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE STE 408E | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY A LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017550886 | PhoneNum |
| Signature | 2022-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | LARRY | PersonFirstNm |
| Person Last | LEVY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Kaplan | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2022-05-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Authentication Assurance Level | AAL2 | 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 | $15,489,527 | 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 | $448,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,060 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $461,817 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,389,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $461,817 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $22,384 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $909,877 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $909,877 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $22,384 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,395 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,395 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $158,213 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $158,213 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,800 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,800 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $104,868 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,868 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $274,276 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $274,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $641,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $641,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $915,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $274,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $641,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,399 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $635,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,384 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $658,836 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $674,711 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $674,711 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,592,113 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,639,042 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,072,039 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,103,901 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,035,698 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,742,777 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,354,850 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,349,451 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,489,527 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,354,850 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,349,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,354,850 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,349,451 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,354,850 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,349,451 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,354,850 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,399 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,349,451 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,349,451 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC | P | 2021-07-01 | 2021-12-31 | $464,712 | $442,328 | $22,384 | $22,384 |
| PERSHING LLC | P | 2020-01-01 | 2021-12-31 | $2,924,860 | $2,485,427 | $439,433 | $439,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $461,817 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22,384 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,335 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | LARRY LEVY | IndividualWithBooksNm |
| Phone | 2017550886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,549 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,513,074 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $662,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,175,498 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,175,498 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $212,632 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,962,866 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $698,143 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $698,143 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,835 | TotalTaxAmt |
| Distributable Before Adj | $689,308 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $689,308 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $689,308 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $641,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $641,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $689,308 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $640,745 | UndistributedIncomePYAmt |
| Qualifying Distributions | $641,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $640,745 | AppliedToYear1Amt |
| Applied To Current Year | $255 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $689,053 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NORTHERN NJ | ||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PRESELECTED ORGANIZATIONS | $65,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIV | ||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PRESELECTED ORGANIZATIONS | $60,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | ||||||
| 100 WEST CYPRESS CREEK ROAD 865 | FORT LAUDERDALE | FL | 33309 | NONE | PRESELECTED ORGANIZATIONS | $80,000 |
| AMER COMM FOR WEIZMANN INSTITUTE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PRESELECTED ORGANIZATIONS | $50,000 |
| AMER ASSOC BEN GURION UNIVERSITY | ||||||
| 1001 AVENUE OF THE AMERICAS 19TH FL | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| AMER COMM FOR SHAARE ZEDEK MEDICAL | ||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| BOYS TOWN JERUSALEM FD OF AMERICA | ||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| DAUGHTERS OF MIRIAM CENTER | ||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| JEWISH HOME FD OF NORTH JERSEY | ||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| HADASSAH MEDICAL CENTER | ||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| AMER FRIENDS OF MIGDAL OHR | ||||||
| 1560 BROADWAY SUITE 807 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| FRIENDS OF THE IDF | ||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| AMER FRIENDS OF MAGEN DAVID ADOM | ||||||
| 4371 NORTHLAKE BLVD | PALM BEACH GARDENS | FL | 33418 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| PENN HILLEL | ||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PRESELECTED ORGANIZATIONS | $5,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| RUTGERS HILLEL | ||||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| CEMETARY ASSOCIATION | ||||||
| 701 FORD ROAD SUITE 5 | ROCKAWAY | NJ | 07866 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| ISRAEL HEALTHCARE FOUNDATION | ||||||
| 25 WEST 45TH STREET SUITE 701 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| MORSELIFE FOUNDATION | ||||||
| 4847 DAVID S MACK DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PRESELECTED ORGANIZATIONS | $75,000 |
| JEWISH FED OF PALM BEACH COUNTY | ||||||
| 1 HARVARD CIRCLE SUITE 100 | WEST PALM BEACH | FL | 33409 | NONE | PRESELECTED ORGANIZATIONS | $40,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTEDORGANIZATIONS | $11,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $641,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $429,735 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $461,817 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN DIST | Desc |
| Related Or Exempt Function Incm | $18,325 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $909,877 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $909,877 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE BONDS | $3,788,987 | $3,742,777 |
| BOND DISCOUNTS | $246,711 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $4,047,753 | $7,946,360 |
| PREFERRED STOCKS | $804,432 | $795,479 |
| REAL ESTATE INVESTMENT TRUSTS | $597,726 | $1,038,231 |
| EXCHANGE TRADED PRODUCTS | $1,189,131 | $1,291,969 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,395 | LegalFeesAmt |
| Net Investment Income | $1,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOND PREMIUM AMORTIZATION | Desc |
| Revenue And Expenses Per Books | $104,868 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $104,868 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEE | $82,164 | $82,164 | $0 | $0 |
| TRUSTEE FEE | $72,549 | $72,549 | $0 | $0 |
| ACCOUNTING FEE | $3,500 | $3,500 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $1,894 | $1,894 | $0 | $0 |
| IRS | $7,906 | $7,906 | $0 | $0 |
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