JFI CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-25
- IRS object ID
- 202203299349100105
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-25T14:25:24-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSCHANSKI & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFIC | BusinessNameControlTxt |
| Phone | 7325312562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SIXTH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2022-11-25 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | INY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,067,996 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $31,432 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $695 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $695 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $138,373 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $138,373 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $170,500 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,068 | 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 | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $4,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $402 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,893 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,991 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,991 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $476,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,991 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$306,384 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,068 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $99,676 | CashBOYAmt |
| Cash EOY | $56,561 | CashEOYAmt |
| Cash EOYFMV | $56,561 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,146,966 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,020,100 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,020,100 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $2,004 | RcvblFromOfficersBOYAmt |
| Corporate Stock BOY | $1,635,198 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,491,443 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,981,979 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,356 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,356 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,883,844 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,577,460 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,067,996 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $5,883,844 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,577,460 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,883,844 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,460 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,883,844 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,577,460 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,883,844 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$306,384 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,577,460 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,577,460 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,933 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,933 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,387 | 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 | $1,387 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $546 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325312562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SIXTH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| YOSSEF INY | ||||||||
| 16 REGAL CT | LAKEWOOD | NJ | 08701 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| RACHEL J INY | ||||||||
| 18 SIXTH STREET | LAKEWOOD | NJ | 08701 | TRUSTEE | 10.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $468,991 | Expenses1Amt |
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 | $2,342,123 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,757,877 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,100,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,100,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,008,500 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,933 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,933 | TotalTaxAmt |
| Distributable Before Adj | $298,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $298,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $298,492 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,991 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $468,991 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $298,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $239,683 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,991 | QualifyingDistributionsAmt |
| Applied To Year1 | $239,683 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,308 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $69,184 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF KOL YEHUDA | |||||||||||
| 1514 39TH ST | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $7,400 | ||||
| BAIS KAILA | |||||||||||
| 100 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| BAIS YAAKOV HIGH SCHOOL | |||||||||||
| 277 JAMES ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | ||||
| BEIT YAAKOV OZ VEHADAR | |||||||||||
| 140 LEHIGH AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $6,000 | ||||
| BETH MEDRASH GOVOHA | |||||||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $19,800 | ||||
| BIRCHAS MORDECHAI | |||||||||||
| 15 HERSCHEL TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| CHASDEI YITZCHOK | |||||||||||
| 481 PARK AVE | BROOKLYN | NY | 11205 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,500 | ||||
| KHAL BNEI TORAH | |||||||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $212,246 | ||||
| KHAL ZICHRON BINYAMIN | |||||||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,600 | ||||
| LAKEWOOD CHEDER SCHOOL | |||||||||||
| 725 VASSAR AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| MOSDOT BET YAAKOV | |||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $86,000 | SIMTAT HACARMEL 6 | BAT YAM | ISRAEL | IS | ||||
| RENEWAL | |||||||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| SYNAGOGUE OF DEAL | |||||||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $360 | ||||
| TIFERES BAIS YAAKOV | |||||||||||
| 613 OAK ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | ||||
| TIFERET RABBI AKIVA | |||||||||||
| 2687 RIVERSIDE AVE | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $52,000 | ||||
| VARIOUS 501(C)(3) ORGANIZATIONS | |||||||||||
| VARIOUS | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,984 | ||||
| YESHIVA ATERET TORAH | |||||||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 | ||||
| YESHIVA GEDOLA OF PASSAIC | |||||||||||
| 35 ASCENSION ST | PASSAIC PARK | NJ | 07055 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 | ||||
| YESHIVAT OHR HACHAIM OF LAKEWOOD | |||||||||||
| 301 ESSEX AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $9,000 | ||||
| ZICHRON MOSHE | |||||||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| A TIME | |||||||||||
| 1310 48TH STREET 406 | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| AHAVAT TORAH | |||||||||||
| 431 SECOND STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $9,500 | ||||
| BAIS YAAKOV OF BALTIMORE | |||||||||||
| 6300 SMITH AVE | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| BONEI OLAM | |||||||||||
| 54 BUTTEL AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| CHANUN VRACHUM | |||||||||||
| 510 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ||||
| EFRAT | |||||||||||
| 1274 49TH ST SUITE 569 | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| ILAN HIGH SCHOOL | |||||||||||
| 1200 ROSELD AVE | DEAL | NJ | 07712 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $180 | ||||
| OHR HABITACHON | |||||||||||
| 45 GOLDCREST DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,800 | ||||
| TIFERET TIBERIAS | |||||||||||
| 15 WEST 37TH ST | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 | ||||
| TORAH INSTITUTE OF BALTIMORE | |||||||||||
| 35 ROSEWOOD LAN | OWINGS MILL | MD | 21117 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $400 | ||||
| TORAS AVIGDOR | |||||||||||
| 5014 16TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $360 | ||||
| TZUR FOUNDATION | |||||||||||
| 418 CLIFTON AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| YESHIVA YAGDIL TORAH | |||||||||||
| 5110 18TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,800 | ||||
| YESHIVA EMEK HATORAH | |||||||||||
| 395 KENT ROAD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| YESHIVA OF BRICK | |||||||||||
| 511 OCEAN AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $260 | ||||
| YESHIVA YAAROS DEVASH | |||||||||||
| 1051 W COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $7,000 | ||||
| YESHIVA ATERET SHLOMO | |||||||||||
| 151 WASHINGTON AVE | EDISON | NJ | 08817 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ||||
| YESHIVAT KETER TORAH | |||||||||||
| 5 MERIDIAN ROAD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| YESHIVA SHAAREI ORA | |||||||||||
| 708 ALBERT AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $468,991 | 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 | $695 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138,373 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $139,068 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $139,068 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RACHEL INY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 SIXTH STREET | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $31,432 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 30000 SH XOM | $1,270,673 | $1,835,700 |
| 35000 SH TEVA | $364,525 | $280,350 |
| 14500 SH RYLD | $358,775 | $353,945 |
| 8000 SH XYLD | $394,000 | $404,080 |
| 800 SH IVR | $2,520 | $2,224 |
| 2500 SH QYLD | $55,950 | $55,475 |
| 750 SH RIO | $45,000 | $50,205 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| EOY Book Value | $9,356 | EOYBookValueAmt |
| EOYFMV | $9,356 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $39 | $0 | $0 |
| OFFICE EXPENSES | $301 | $0 | $0 |
| OTHER | $62 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $4,491 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments