ALLEN I GROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN I GROSS CHARITABLE FOUNDATION (EIN 11-2906887)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2022-10-12
- IRS object ID
- 202222869349100112
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-12T21:51:20-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112906887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN I GROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2128374602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 140 BROADWAY 41ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN I GROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128374602 | PhoneNum |
| Signature | 2022-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLEN | PersonFirstNm |
| Person Last | GROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 888008888 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN MARK BOTWINICK | PreparerPersonNm |
| PTIN | P00841433 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2022-10-09 | PreparationDt |
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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,066,097 | 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 | $125,346 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125,346 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $123,178 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,287,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $123,178 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,358 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,358 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $285,955 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $285,955 | 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 | $13,382 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,449 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,449 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $163 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $81,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,569 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $220,575 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $220,575 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $301,689 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,569 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $220,575 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$15,734 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $218,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,958,640 | CashBOYAmt |
| Cash EOY | $4,878,894 | CashEOYAmt |
| Cash EOYFMV | $4,878,894 | CashEOYFMVAmt |
| Corporate Stock BOY | $4,782,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,920,961 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,612,084 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $3,491,495 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,575,119 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,575,119 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,232,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,374,974 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,066,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,232,333 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,374,974 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,232,333 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,374,974 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,232,333 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,374,974 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,232,333 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$15,734 | ExcessRevenueOverExpensesAmt |
| Other Increases | $158,375 | OtherIncreasesAmt |
| Subtotal | $12,374,974 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,374,974 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $5,287,004 | GrossSalesPriceAmt |
| Cost Or Other Basis | $5,163,826 | CostOrOtherBasisAmt |
| Gain Or Loss | $123,178 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $123,178 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $123,178 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,077 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,077 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,041 | OverpaymentAmt |
| Applied To ES Tax | $3,041 | 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 | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128374602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GFI 140 BROADWAY 41ST FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN I GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EDITH GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BRIAN GROSS | ||||||||
| 2822 AVE L | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JONATHAN GROSS | ||||||||
| 1224 EAST 24TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CAROLYN WEISER | ||||||||
| 1368 EAST 26TH STREET | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ZAHAVA HURWITZ | ||||||||
| 1360 EAST 28TH STREET | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $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 |
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 | $4,946,245 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,892,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,838,994 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,838,994 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $132,585 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,706,409 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $435,320 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $435,320 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,036 | TotalTaxAmt |
| Distributable Before Adj | $432,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $432,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $432,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $220,575 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $220,575 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $220,575 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $432,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $174,376 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,083 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $321,459 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $220,575 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $220,575 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $211,709 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $211,709 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $109,750 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $109,750 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $109,750 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CHAI LIFE LINE | ||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | PC | CHARITY | $50 | ||||
| KOLEL SHOMREI HACHOMOS | ||||||||||
| 18 HEYWARD STREET | BROOKLYN | NY | 11249 | PC | CHARITY | $50 | ||||
| BNEI TORAH | ||||||||||
| BROOKLYN | BROOKLYN | NY | 11218 | PC | CHARITY | $100 | ||||
| FLATBUSH FUND | ||||||||||
| 1968 FLATBUSH AVE | BROOKLYN | NY | 11234 | PC | CHARITY | $100 | ||||
| HASC | ||||||||||
| 5902 14TH AVENUE | BROOKLYN | NY | 11219 | PC | CHARITY | $100 | ||||
| MUSEUM OF JEWISH HERITEGE | ||||||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | PC | CHARITY | $100 | ||||
| SAMCHENU | ||||||||||
| 812 HYDE COURT | SILVER SPRING | MD | 20902 | PC | CHARITY | $100 | ||||
| SHALSHELES BAIS YAAKOV | ||||||||||
| 1681 42ND ST | BROOKLYN | NY | 11204 | PC | CHARITY | $100 | ||||
| SHARSHERET | ||||||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | PC | CHARITY | $100 | ||||
| YAD BATYAH L'KALLAH | ||||||||||
| 1256 EAST 26TH STREET | BROOKLYN | NY | 11210 | PC | CHARITY | $100 | ||||
| BIKUR CHOLIM OF MANHATTAN | ||||||||||
| 180 RIVERSIDE DRIVE | NEW YORK | NY | 10024 | PC | CHARITY | $100 | ||||
| YESHIVA BETH JOSEPH | ||||||||||
| 5314 16TH AVE 123 | BROOKLYN | NY | 11204 | PC | CHARITY | $100 | ||||
| KIMPITORIN AID | ||||||||||
| 1324 50TH STREET | BROOKLYN | NY | 11219 | PC | CHARITY | $120 | ||||
| ZICHRON SHLOMO REFUAH FUND | ||||||||||
| 1319 51ST ST | BROOKLYN | NY | 11219 | PC | CHARITY | $150 | ||||
| BENSALEM OUTREACH CENTER | ||||||||||
| 2446 BROSTOL RD | BENSALEM | PA | 19020 | PC | CHARITY | $180 | ||||
| CHAI4EVER | ||||||||||
| 1221 MADISN AVE | LAKEWOOD | NJ | 08701 | PC | CHARITY | $180 | ||||
| CHAIM MEIR CAMP FUND | ||||||||||
| 132 NASSAU ST | NEW YORK | NY | 10038 | PC | CHARITY | $180 | ||||
| CHESED 247 | ||||||||||
| 286 N MAIN STREET SUITE 210 | SPRING VALLEY | NY | 10977 | PC | CHARITY | $180 | ||||
| DERECH HATORA - KIRYAT | ||||||||||
| 2810 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | PC | CHARITY | $180 | ||||
| KEREN YAAKOV ZEV | ||||||||||
| 132 NASSAU ST RM 300 | NEW YORK | NY | 10038 | PC | CHARITY | $180 | ||||
| MATAN BSETAR BAMBI | ||||||||||
| 1667 54TH STREET | BROOKLYN | NY | 11204 | PC | CHARITY | $180 | ||||
| OHEL AVRAHAM JEWISH STUDENT INFO CENTER | ||||||||||
| POB 95016 | PALATINE | IL | 60095 | PC | CHARITY | $180 | ||||
| SHALOM TORAH CENTER | ||||||||||
| 417 13TH ST | LAKEWOOD | NJ | 08701 | PC | CHARITY | $180 | ||||
| YESHIVA OF STATEN ISLAND | ||||||||||
| 1870 DRUMGOOLE ROAD EAST | STATEN ISLAND | NY | 10309 | PC | CHARITY | $180 | ||||
| ZICHRON YAAKOV FOUNDATION | ||||||||||
| 101 KENTILE ROAD | SOUTH PLAINFIELD | NJ | 07080 | PC | CHARITY | $180 | ||||
| AVIGDOR'S HELPING HAND | ||||||||||
| 138-45 78TH DR | FLUSHING | NY | 11367 | PC | CHARITY | $180 | ||||
| CHABAD OF WALL ST & BATTERY PK | ||||||||||
| 150 BROADWAY | NEW YORK | NY | 10038 | PC | CHARITY | $180 | ||||
| JEWISH HERITAGE CENTER OF QUEENS | ||||||||||
| 68-29 MAIN ST | QUEENS | NY | 11367 | PC | CHARITY | $180 | ||||
| TRINITAS HEALTH FOUNDATION | ||||||||||
| 225 WILLIAMSON ST | ELIZABETH | NJ | 07202 | PC | CHARITY | $180 | ||||
| PEARL BLAU LERNING CENTER | ||||||||||
| 325 10TH ST | LAKEWOOD | NJ | 08701 | PC | CHARITY | $200 | ||||
| SATMAR BIKUR CHOLOM | ||||||||||
| 545 BEDFORD AVENUE | BROOKLYN | NY | 11211 | PC | CHARITY | $200 | ||||
| YESHIVA MEKOR HATORAH | ||||||||||
| 180 SIMS AVE | LAKEWOOD | NJ | 08701 | PC | CHARITY | $200 | ||||
| CHABAD OF PARKLAND | ||||||||||
| 7170 LOXAHATCHEE ROAD | PARKLAND | FL | 33067 | PC | CHARITY | $220 | ||||
| AGUDIST BENEVOLENT SOCIETY | ||||||||||
| 1769 46TH STREET | BROOKLYN | NY | 11201 | PC | CHARITY | $225 | ||||
| YESHIVA OHR REUVEN | ||||||||||
| 259 GRANDVIEW AVENUE | SUFFERN | NY | 10901 | PC | CHARITY | $360 | ||||
| MERKAZ DAF YOMI | ||||||||||
| PC | CHARITY | $250 | NAHAL NOAM ST 9 | RAMAT BEIT SHEMES | IS | 99620 | ||||
| AMERICAN FRIENDS OF PTACH | ||||||||||
| 919 E 24TH ST | BROOKLYN | NY | 11210 | PC | CHARITY | $280 | ||||
| BIKUR CHOLIM OF FLATBUSH NEFESH CHAYA TIFERES YOSEF YAD LCHOLIM | ||||||||||
| 3018 BEDFORD AVE | BROOKLYN | NY | 11210 | PC | CHARITY | $280 | ||||
| BETH JACOB DAY SCHOOL | ||||||||||
| 85 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | PC | CHARITY | $300 | ||||
| BEER HAGOLAH | ||||||||||
| 671 LOUISIANA AVENUE | BROOKLYN | NY | 11239 | PC | CHARITY | $360 | ||||
| ORTHODOX UNION | ||||||||||
| 11 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | PC | CHARITY | $360 | ||||
| PEYLIM LEV LACHIM | ||||||||||
| 1034 E 12TH ST | BROOKLYN | NY | 11230 | PC | CHARITY | $360 | ||||
| TORAH UMISORAH | ||||||||||
| 620 FOSTER AVENUE | BROOKLYN | NY | 11230 | PC | CHARITY | $360 | ||||
| UNITED TALMUDICAL ACADEMY | ||||||||||
| 245 KEAP ST | BROOKLYN | NY | 11211 | PC | CHARITY | $360 | ||||
| YAD MOISHE | ||||||||||
| 4706 12TH AVE | BROOKLYN | NY | 11218 | PC | CHARITY | $360 | ||||
| CHOFETZ CHAIM KALLAH FUND | ||||||||||
| 18 MOUNTAIN AVE | MONSEY | NY | 10952 | PC | CHARITY | $360 | ||||
| YESHIVAS NOVOMINSK | ||||||||||
| 6020 17TH AVE | BROOKLYN | NY | 11204 | PC | CHARITY | $360 | ||||
| 262 BLACKSTONE BLVDPROJECT SHORESH | ||||||||||
| 262 BLACKSTONE BLVD | PROVIDENCE | RI | 02906 | PC | CHARITY | $360 | ||||
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||||
| 1560 BROADWAY | NEW YORK | NY | 10036 | PC | CHARITY | $500 | ||||
| OHEL | ||||||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 11204 | PC | CHARITY | $500 | ||||
| RIVKAH LAUFER BIKUR CHOLIM | ||||||||||
| 1406 57TH STREET | BROOKLYN | NY | 11219 | PC | CHARITY | $500 | ||||
| YESHIVA CHOFETZ CHAIM | ||||||||||
| 1271 EAST 35TH ST | BROOKLYN | NY | 11218 | PC | CHARITY | $500 | ||||
| YESHIVA OF BROOKLYN | ||||||||||
| 1470 OCEAN PARKWAY | BROOKLYN | NY | 11230 | PC | CHARITY | $500 | ||||
| TOMCHE SHABBOS OF BORO PARK | ||||||||||
| 6225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | PC | CHARITY | $500 | ||||
| YESHIVA NER SHLOMO | ||||||||||
| 137 CEDARHURST AVE | CEDARHURST | NY | 11516 | PC | CHARITY | $500 | ||||
| PTACH | ||||||||||
| 1689 EAST 5TH ST | BROOKLYN | NY | 11230 | PC | CHARITY | $540 | ||||
| YESHIVA TORAH VODAATH | ||||||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 11218 | PC | CHARITY | $600 | ||||
| YESHIVA TIFERES YISROEL | ||||||||||
| 1271 EAST 35TH STREET | BROOKLYN | NY | 11210 | PC | CHARITY | $680 | ||||
| MASORES BAIS YAAKOV | ||||||||||
| 1451 52ND ST A1 | BROOKLYN | NY | 11219 | PC | CHARITY | $700 | ||||
| PROJECT RANANA | ||||||||||
| 1179 EAST 13TH STREET | BROOKLYN | NY | 11230 | PC | CHARITY | $750 | ||||
| BAIS YAAKOV D'RAV MEIR | ||||||||||
| 85 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | PC | CHARITY | $1,000 | ||||
| THE JCSE | ||||||||||
| 1760 53RD ST | BROOKLYN | NY | 11204 | PC | CHARITY | $1,000 | ||||
| CONG CHASDEI YISROEL INC | ||||||||||
| 874 E 12TH ST | BROOKLYN | NY | 11230 | PC | CHARITY | $1,000 | ||||
| CONGREGATION YECHEZKEL SHRAGA | ||||||||||
| 5005 COLLINS AVENUE | MIAMI BEACH | FL | 33140 | PC | CHARITY | $1,180 | ||||
| PROSPECT PARK YESHIVA | ||||||||||
| 1784 EAST 17TH STREET | BROOKLYN | NY | 11229 | PC | CHARITY | $1,200 | ||||
| VARIOUS UNDER 5000 | ||||||||||
| 140 BROADWAY 41ST FLOOR | NEW YORK | NY | 10005 | PF | CHARITY | $1,620 | ||||
| FRIENDS OF SEEACH SOD | ||||||||||
| 934 EAST 22ND STREET | BROOKLYN | NY | 11210 | PC | CHARITY | $2,180 | ||||
| SINAI ACADEMY | ||||||||||
| 2025 79TH STREET | BROOKLYN | NY | 11214 | PC | CHARITY | $3,000 | ||||
| CLIFTON CHEDER & EARLY CHILDHOOD | ||||||||||
| 1333 BROAD STREET STREET | CLIFTON | NJ | 07013 | PC | CHATITY | $8,180 | ||||
| PROJECT INSPIRE | ||||||||||
| 1407 BROADWAY SUITE 1703A | NEW YORK | NY | 10018 | PC | CHARITY | $10,000 | ||||
| CHEVRA HATZALAH INC | ||||||||||
| 1070 MCDONALD AVE | BROOKLYN | NY | 11230 | PC | CHARITY | $10,000 | ||||
| AGUDATH ISRAEL BAIS BINYOMIN | ||||||||||
| 2913 EAST 15 AVENUE L | BROOKLYN | NY | 11210 | PC | CHARITY | $10,620 | ||||
| YIDDISHE OTZROS PRESCHOOL | ||||||||||
| 3315 AVENUE N | BROOKLYN | NY | 11234 | PC | CHARITY | $15,000 | ||||
| AISH CENTER | ||||||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | PC | CHARITY | $18,000 | ||||
| MAIMONIDES MEDICAL CENTER | ||||||||||
| 4802 10TH AVE | BROOKLYN | NY | 11219 | PC | CHARITY | $25,000 | ||||
| CONGREGATION SHAARE ZION | ||||||||||
| 2030 OCEAN PKWY | BROOKLYN | NY | 11223 | PC | CHARITY | $45,000 | ||||
| CHASDEI LEV | ||||||||||
| 3512 QUENTIN RD 200 | BROOKLYN | NY | 11234 | PC | CHARITY | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $220,575 | 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 | $125,346 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,073 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $3,358 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $123,178 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $285,955 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $285,955 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $13,382 | 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 |
|---|---|---|
| INVESTMENT IN NOTE | $23,021 | $23,021 |
| UBS BROKERAGE ACCOUNTS | $3,897,940 | $8,589,063 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SQUARE MILE PARTNERS | $17,550 | $17,550 | $17,550 |
| INVESTMENT | $3,473,945 | $3,557,569 | $3,557,569 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LICENSES & FEES | Desc |
| Revenue And Expenses Per Books | $163 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAVENDISH FUTURES FUND | Desc |
| Revenue And Expenses Per Books | $3,358 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,358 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN ON SECURITIES | $99,606 |
| UNREALIZED LOSS ON SECURITIES | $58,769 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT SERVICE CHARGES | CategoryTxt |
| Amt | $66,120 | Amt |
| Net Investment Income | $66,120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,449 | Amt |
| Net Investment Income | $1,449 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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