NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202203199349107965
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:05:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NVES | BusinessNameControlTxt |
| Phone | 2125327911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY SHALOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125327911 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | SHALOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STUART WEINBERG CPA | PreparerPersonNm |
| PTIN | P00816816 | PTIN |
| Phone | 5163388700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | 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 | $2,710,551 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $91,551 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $75,389 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,648 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $115,592 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $115,592 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $214,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,906 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Interest Rev And Expnss | $3,410 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,410 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,933 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,993 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,251 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,251 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $106,244 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $107,824 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $188,563 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $527,597 | CashBOYAmt |
| Cash EOY | $597,580 | CashEOYAmt |
| Cash EOYFMV | $597,580 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $13,336 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $4,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $13,336 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $13,336 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,500,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,500,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,804,635 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $16,441 | OtherAssetsBOYAmt |
| Other Assets EOY | $44,246 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $120,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,223,886 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,330,710 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,710,551 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,000 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,222,886 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,330,710 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,222,886 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,330,710 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,223,886 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,330,710 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,222,886 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $107,824 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,330,710 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,330,710 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAINS DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $6,648 | GrossSalesPriceAmt |
| Gain Or Loss | $6,648 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,648 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,621 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,621 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,621 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,317 | 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 | $8,317 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,696 | OverpaymentAmt |
| Applied To ES Tax | $5,696 | 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 |
| Individual With Books | N'VE SHALOM FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2125327911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET SUITE 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||||
| 3 EAST 54TH STREET 602 | NEW YORK | NY | 10022 | PRES. & TREAS | 0.00 | $0 | $0 | $0 |
| ISAAC G SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | SECRETARY | 0.00 | $0 | $0 | $0 |
| WILLIAM SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | V.P. | 0.00 | $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 | $1,909,165 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $571,442 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $133,432 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,614,039 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,614,039 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,574,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $128,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $128,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,621 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,621 | TotalTaxAmt |
| Distributable Before Adj | $126,120 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,120 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,120 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,501 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,120 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $29,228 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,101 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $26,400 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,729 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,501 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $92,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,619 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,619 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,110 | 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 | $29,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,710 | ExcessFromYear4Amt |
| Excess From Year1 | $26,400 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 92ND STREET Y | ||||||
| 1395 LEXINGTON AVE | NEW YORK | NY | 10128 | PC | CHARITY | $2,500 |
| AHAVAT CHAIM V'CHESED | ||||||
| 1428 36TH ST SUITE 200 | BROOKLYN | NY | 11218 | PC | CHARITY | $3,600 |
| AMERICAN EXPRESS CONTRIBUTIONS - VARIOUS | ||||||
| WORLD FINANCIAL CENTER 200 VESEY ST | NEW YORK | NY | 10285 | PC | CHARITY | $2,500 |
| AMERICAN FRIENDS OF MERKAZ HATORAH | ||||||
| 10 W 33RD ST | NEW YORK | NY | 10001 | PC | CHARITY | $5,000 |
| BETH OLOTH | ||||||
| 704 E 3RD ST | BROOKLYN | NY | 11218 | PC | CHARITY | $500 |
| BIKE4CHAI | ||||||
| 5 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | PC | CHARITY | $1,000 |
| JEWISH PARTISAN EDUCATION FOUNDATION | ||||||
| 2266 CALIFORNIA ST | SAN FRANCISCO | CA | 94115 | PC | CHARITY | $1,000 |
| KHT KOL YAACOV CAMPAIGN | ||||||
| 1703 MCDONALD AVE | BROOKLYN | NY | 11230 | PC | CHARITY | $3,600 |
| KHT NEVE ERETZ COMPAIGN | ||||||
| 1616 EAST 10TH ST | BROOKLYN | NY | 11223 | PC | CHARITY | $2,500 |
| LUNG CANCER RESEARCH FOUNDATION | ||||||
| 501 7TH AVE SUITE 401 | NEW YORK | NY | 10018 | PC | CHARITY | $501 |
| MIRRER YESHIVA | ||||||
| 1791 OCEAN PKWY | BROOKLYN | NY | 11223 | PC | CHARITY | $5,200 |
| MORRIS I FRANCO CANCER CENTER | ||||||
| 379 KINGS HWY | BROOKLYN | NY | 11223 | PC | CHARITY | $3,600 |
| OR HACHAIM INSTITUTION | ||||||
| 321 HAROLD ST | STATEN ISLAND | NY | 10314 | PC | CHARITY | $3,600 |
| OZAR HATORAH | ||||||
| 411 FIFTH AVE | NEW YORK | NY | 10016 | PC | EDUCATIONAL | $25,000 |
| SHIVAT ZION TORAH CENTER | ||||||
| 1586 EAST 13TH ST | BROOKLYN | NY | 11230 | PC | CHARITY | $3,600 |
| SYNAGOGUE OF DEAL | ||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | PC | CHARITY | $3,600 |
| THE SAFE FOUNDATION | ||||||
| PO BOX 230060 | BROOKLYN | NY | 11223 | PC | CHARITY | $7,000 |
| THE SPECIAL CHILDREN CENTER | ||||||
| 2221 OCEAN AVE | BROOKLYN | NY | 11229 | PC | CHARITY | $5,200 |
| UJA FEDERATION OF NEW YORK | ||||||
| 130 EAST 59TH ST | NEW YORK | NY | 10022 | PC | CHARITY | $7,000 |
| YAD YOSEF TORAH CENTER | ||||||
| 1036 OCEAN PARKWAY | BROOKLYN | NY | 11230 | PC | CHARITY | $1,000 |
| YESHIVA ATERET TORAH | ||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11223 | PC | CHARITY | $4,600 |
| ROYAL PROMENADE LLC | ||||||
| 3 EAST 54TH STREET STE 602 | NEW YORK | NY | 10022 | PC | CHARTY | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,251 | 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 | $277 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $91,551 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $115,592 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $214,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $214,068 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BONDS | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $72,611 | $415,514 |
| ARES CAPITAL CORP ARCC | $84,220 | $108,069 |
| CHIMERA INVT CORP NEW CIM | $59,773 | $59,717 |
| JPMORGAN CHASE & CO JPM | $21,973 | $59,381 |
| KINDER MORGAN INC DEL KMI | $36,103 | $15,749 |
| LUMAN TECHNOLOGIES INC LA LUMN | $83,938 | $42,670 |
| MACY'S INC | $17,966 | $13,090 |
| MARATHON PETROLEUM CORP MPG | $18,685 | $41,785 |
| MICROSOFT CORP MSFT | $13,230 | $80,717 |
| NEW RESIDENTIAL INVT CORP | $356,162 | $300,094 |
| NIKE INC CLASS B NKE | $15,077 | $41,668 |
| PENNYMAC MTG INVT TR PMT | $126,012 | $135,607 |
| STARWOOD PROPERTY TR INC STWD | $134,432 | $151,754 |
| TWO HBRS INVT CORP NEW TWO | $91,726 | $33,241 |
| VISA INC CLASS A V | $4,400 | $86,684 |
| ABERDEEN TOTAL DYNAMIC DIVIDEND FD BEN INT | $156,957 | $59,940 |
| LMP CAP & INCOME FUND | $16,908 | $21,280 |
| TORTOISE ENERGY INDEPENDENCE FD INC | $52,278 | $17,978 |
| VIRTUS TOTAL RETURN FD | $97,897 | $99,825 |
| VOYA GLOBAL EQUITY | $40,200 | $19,872 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL PROMENADE LLC | Desc |
| BOY Book Value | $16,441 | BOYBookValueAmt |
| EOY Book Value | $44,246 | EOYBookValueAmt |
| EOYFMV | $120,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP - ROYAL PROMENADE EIN: 13-4119440 | Desc |
| Revenue And Expenses Per Books | $115,592 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115,592 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE TAXES | $5,933 | $5,933 | $0 | $0 |
| FEDERAL TAXES | $4,400 | $0 | $0 | $0 |