FURP.ORG / PUBLIC DATA EXPLORER

ABC CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
ABC CHARITABLE FOUNDATION (EIN 13-4092579)
Tax period
2021-12-01 to 2021-12-31
Filed
2022-05-13
IRS object ID
202221339349101607
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)
Return2022-05-13T08:56:38-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ISAAC GOLDSTEINBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12918 AVE LAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11210ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-12-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN134092579EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABC CHARITABLE FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O CHAVA BISTRITZKYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlABCCBusinessNameControlTxt
Phone2128646501PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVE 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCHAVA BISTRITZKYPersonNm
Person TitlePRESPersonTitleTxt
Phone2128646501PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCHAVAPersonFirstNm
Person LastBISTRITZKYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonISAAC GOLDSTEINPreparerPersonNm
PTINP00142502PTIN
Phone7183383882PhoneNum
Preparation2022-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

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$1,239,287FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$45,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$9,267DividendsRevAndExpnssAmt
Dividends Net Invst Incm$9,267DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$39,874NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$39,874GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$39,874CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$94,141TotalRevAndExpnssAmt
Total Net Invst Incm$49,141TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Expenses Rev And Expnss$1,148OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$3,648TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$862ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$862ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,510TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$862TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$89,631ExcessRevenueOverExpensesAmt
Net Investment Income$49,141NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$91,000CashBOYAmt
Cash EOY$132,386CashEOYAmt
Cash EOYFMV$132,386CashEOYFMVAmt
Sav And Temp Cash Invst BOY$21,311SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$21,081SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$21,081SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$571,439CorporateStockBOYAmt
Corporate Stock EOY$618,468CorporateStockEOYAmt
Corporate Stock EOYFMV$763,312CorporateStockEOYFMVAmt
Corporate Bonds BOY$286,224CorporateBondsBOYAmt
Corporate Bonds EOY$287,613CorporateBondsEOYAmt
Corporate Bonds EOYFMV$283,295CorporateBondsEOYFMVAmt
Other Investments BOY$36,967OtherInvestmentsBOYAmt
Other Investments EOY$37,024OtherInvestmentsEOYAmt
Other Investments EOYFMV$39,213OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,006,941TotalAssetsBOYAmt
Total Assets EOY$1,096,572TotalAssetsEOYAmt
Total Assets EOYFMV$1,239,287TotalAssetsEOYFMVAmt
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$1,006,941RetainedEarningBOYAmt
Retained Earning EOY$1,096,572RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,006,941TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,096,572TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,006,941TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,096,572TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,006,941TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$89,631ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,096,572SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,096,572TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ALTABA INCP2017-11-022021-08-06$147$147$147
CAPITAL GAINS DIVIDENDSP$39,727$39,727$39,727
FieldValueIRS element (for citing)
Capital Gain Net Income$39,874CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$683InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$683SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$683TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$3EsPenaltyAmt
Tax Due$686TaxDueAmt

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
Org Report Or Register StateNYOrgReportOrRegisterStateCd
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 BooksCHAVA BISTRITZKYIndividualWithBooksNm
Phone2128646501PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVENUE 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
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
CHAVA BISTRITZKY
845 WEST END AVENEW YORKNY10025PRES0.00$0$0$0
ISSACHAR BISTRITZKY
4815-15TH AVEBROOKLYNNY11219VP0.00$0$0$0
ISAAC BISTRITZKY
1574-48TH STREETBROOKLYNNY11219SEC0.00$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

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1ORGANIZATION ENGAGED IN RELIGIOUS, EDUCATIONAL AND OTHER CHARITABLE PURPOSESDescription1Txt
Expenses1$0Expenses1Amt

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$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$111,690AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$111,690TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$111,690AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,675CashDeemedCharitableAmt
Net Vl Noncharitable Assets$110,015NetVlNoncharitableAssetsAmt
Minimum Investment Return$467MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$467MinimumInvestmentReturnAmt
Tax Based On Investment Income$683TaxBasedOnInvestmentIncomeAmt
Total Tax$683TotalTaxAmt
Distributable Before Adj$0DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$0DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$0DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$862ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$862QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$0DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$31,780ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$2,100ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$12,404ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$31,937ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$29,267ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$107,488TotalExcessDistributionCyovAmt
Qualifying Distributions$862QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$0AppliedToCurrentYearAmt
Remaining Distri From Corpus$862RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$108,350TotalCorpusAmt
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$31,780ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$76,570ExcessDistriCyovToNextYrAmt
Excess From Year4$2,100ExcessFromYear4Amt
Excess From Year3$12,404ExcessFromYear3Amt
Excess From Year2$31,937ExcessFromYear2Amt
Excess From Year1$29,267ExcessFromYear1Amt
Excess From Current Year$862ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerCHAVA BISTRITZKYContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCHAVA BISTRIZKYRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVE APT 4DAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2128646501RecipientPhoneNum
Form And Info And MaterialsLETTER STATING PURPOSE OF SOLICITATION & ANY APPLICABLE BROCHURESFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BIKUR CHOLIM OF MANHATTAN
320 RIVERSIDE DRIVENEW YORKNY10025PUBLIC CHARITYSOCIAL SERVICE$500
CHAI LIFELINE
151 W 30TH STNEW YORKNY10001PUBLIC CHARITYRELIGIOUS & SOCIAL$36
FRIENDS OF YAD SARAH
445 PARK AVE 1702NEW YORKNY10022PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$50
KIMPATORIN AID INC
1324 50TH STREETBROOKLYNNY11219PUBLIC CHARITYSOCIAL SERVICE$50
KUPAS EZRA SHOMREI CHESED
240 52ND STREEETBROOKLYNNY11220PUBLIC CHARITYSOCIAL SERVICE$36
ORTHODOX UNION
11 BROADWAYNEW YORKNY10004PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$54
BAMBI
1728 53RD STBROOKLYNNY11204PUBLIC CHARITYSOCIAL SERVICE$36
BNOS YISROEL OF BALTIMORE
6300 PARK HEIGHTS AVEBALTIMOREMD21215PUBLIC CHARITYRELIGIOUS & EDUCATIONAL$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$862TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$9,267RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$39,874RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$49,141RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$49,141TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3INTEREST ON CASH HELD IN BANK
4DIVIDENDS ON SECURITIES USED TO FURTHER CHARITABLE ACTIVITIES
8CAPITAL GAINS ON SECURITY SALES USED TO FURTHER CHARITABLE ACTIVITIES

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonCHAVA BISTRITSKYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1845 WEST END AVENUEAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10025ZIPCd
FieldValueIRS element (for citing)
Total Contributions$45,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
Amt$2,500Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CALVERT FD INCOME FD CL I$78,988$78,278
FEDERATED HRMS INSTL$19,777$19,716
JPMORGAN TR I$29,510$29,358
JPMORGAN TR II$59,698$58,576
PIMCO TOTAL RETURN FUND$40,182$39,129
ROWE T PRICE INTL FDS INC$20,604$19,320
VANGUARD INFLATION$38,854$38,918

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP$25,126$62,785
APPLE INC$13,330$49,316
ALTABA INC$2,780$1,305
MICROSOFT CORP$8,055$18,312
AB DISCOVERY VALUE FUND$11,962$14,566
DELEWARE GROUP GLOBAL$10,236$9,673
FUNDVANTAGE TR$47,423$56,778
HARTFORD MUT FDS INC$12,203$12,071
INVESCO DISCOVERY MID CAP$11,297$11,751
JANUS INVT FD$30,170$29,645
JOHN HANCOCK FDS III$71,434$80,094
JP MORGAN TR I$54,695$57,162
JP MORGAN TR I$10,701$12,001
MASSACHUSETTS INVS TR$67,711$78,541
NEUBERGER BERMAN EQUITY$13,478$14,482
NUVEEN INVT TR V$19,566$19,600
ROWE T PRICE BLUE CHIP$51,710$56,112
ROWE T PRICE INTL FDS INC$10,985$9,340
SELECT SECTOR SPDR TRUST$63,272$80,835
VANECK ETF TRUST$10,484$9,161
VIRTUS STRATEGY TR$17,088$19,652
WCM FOCUSED GLOBAL GROWTH$18,328$19,125
WCM FOCUSED INTERNATIONAL$25,729$28,545
ALLSPRING SPECIAL MID CAP$10,705$12,460

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKROCK EVENT DRIVENAT COST$19,662$19,553
JPMORGAN TR IAT COST$17,362$19,660

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ANNUAL FILING FEES$250$0$0
MGMT ADVISORY FEES$898$0$0