LART CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LART CHARITABLE TRUST (EIN 80-6210595)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-28
- IRS object ID
- 202541489349100109
- Schema version
- 2024v5.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-28T08:44:45-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850808945 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDGRAB CPA PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 STAUDERMAN AVENUE | AddressLine1Txt |
| City | LYNBROOK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11563 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 806210595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LART CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 7184382601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 17TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ISRAEL TRAUBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184382601 | PhoneNum |
| Signature | 2025-05-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY GOLDGRAB | PreparerPersonNm |
| PTIN | P01350118 | PTIN |
| Phone | 5169087770 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,587,199 | 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 | $41 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $41 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $47,194 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,194 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,958 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $710,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,958 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $20,029 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $70,222 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $50,193 | 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 | $4,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,600 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $803 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $76 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,479 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,679 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,679 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $130,158 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $129,279 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,936 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $155,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,265 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,093,765 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,008,449 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,008,449 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $41,888 | CorporateStockBOYAmt |
| Corporate Stock EOY | $42,103 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $42,103 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $345,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $380,382 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $380,382 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,637,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,199 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,587,199 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,637,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,587,199 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,637,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,199 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,637,195 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,587,199 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,637,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,936 | ExcessRevenueOverExpensesAmt |
| Other Increases | $9,940 | OtherIncreasesAmt |
| Subtotal | $1,587,199 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,199 | 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 |
| Gross Sales Price | $710,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $707,042 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,958 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,958 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,958 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $697 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $697 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $697 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $22 | EsPenaltyAmt |
| Overpayment | $1,281 | OverpaymentAmt |
| Applied To ES Tax | $1,281 | 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 |
| 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 | 7184382601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 17TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $20,029 | TaxExemptInterestAmt |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| ISRAEL TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BENJAMIN TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| ISIAH TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EFRAIM TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 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 | $1,119,461 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $117,496 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,236,957 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,236,957 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,218,403 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,920 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,920 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $697 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $697 | TotalTaxAmt |
| Distributable Before Adj | $60,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $60,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $60,223 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $129,279 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $129,279 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $60,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,352 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $4,262 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,032 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $14,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,780 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $129,279 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $60,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $69,056 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $105,836 | 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 | $5,352 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $100,484 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,262 | ExcessFromYear3Amt |
| Excess From Year2 | $13,032 | ExcessFromYear2Amt |
| Excess From Year1 | $14,134 | ExcessFromYear1Amt |
| Excess From Current Year | $69,056 | ExcessFromCurrentYearAmt |
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 RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BAIS SHEMESH | |||||||
| 285 DEWEY AVENUE | LAKEWOOD | NJ | 08701 | N/A | PC | GENERAL SUPPORT | $500 |
| AMERICAN FRIENDS OF YESHIVA IMREI EMES | |||||||
| 3822 15TH AVENUE | BROOKLYN | NY | 11218 | N/A | PC | GENERAL SUPPORT | $250 |
| BAIS YAAKOV D'CHASSIDEI GUR | |||||||
| 1975 51ST STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $960 |
| CAMP CHAVIVIN | |||||||
| 1975 51ST STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $1,000 |
| CONGREGATION AVRECHEI CHASIDEI GER | |||||||
| 1571 51ST STREET | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $2,000 |
| CONGREGATION BAIS BERLINER | |||||||
| 5024 19TH AVENUE | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $2,500 |
| CONGREGATION PNEI MENACHEM | |||||||
| 4533 18TH AVENUE | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $1,000 |
| EICHLERS JUDAICA | |||||||
| 5004 13TH AVENUE | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $2,169 |
| FRIENDS MOSDOT GOOR | |||||||
| 1310 48TH STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $3,000 |
| FRIENDS OF LENEFESH TIDRESH | |||||||
| 4403 15TH AVENUE STE 354 | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $200 |
| FRIENDS OF MOSDOT GOOR | |||||||
| 1310 48TH STREET | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $91,610 |
| FRIENDS OF YESHIVA SIFREI TZADIK | |||||||
| 1846 49TH STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $500 |
| FRIENDS OF YESHIVA SIFSEI TZADIK | |||||||
| 1846 49TH STREET | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $500 |
| IMANU | |||||||
| 1437 47TH ST | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $225 |
| KEREN HAGEMACH | |||||||
| 2169 81ST STREET | BROOKLYN | NY | 11214 | N/A | PC | GENERAL SUPPORT | $500 |
| KOLLEL BAIS YISROEL | |||||||
| 5314 16 AVENUE 283 | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $1,000 |
| KUPAT EIZER NISUIN-BAIS YISROEL | |||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $13,175 |
| KUPAT EIZER NISUIN-BAIS YISROEL | |||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | N/A | PC | GENERAL SUPPORT | $890 |
| KUPATH RABBI MEIR BAAL HANESS | |||||||
| 4813 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $1,000 |
| MESIVTA BAIS YISROEL | |||||||
| 5407 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $500 |
| MESTIVA BAIS YISROEL | |||||||
| 5407 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PC | GENERAL SUPPORT | $500 |
| YESHIVATH CHIDUSHEI HARIM | |||||||
| 1107 WILLOWBROOK ROAD | STATEN ISLAND | NY | 10314 | N/A | PC | GENERAL SUPPORT | $700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,679 | 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 | $41 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,194 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,029 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,958 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $70,222 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $70,222 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX RETURN PREPARATION | $3,000 | $0 | $3,000 |
| ACCOUNTING SERVICES | $1,600 | $0 | $1,600 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ENTITY NEITHER ACCEPTS NOR SOLICITS DONATIONS AND IS A NONEXEMPT CHARITABLE TRUST UNDER THE WILL OF A DECEDENT THEREFORE NO FILING IS REQUIRED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIFTH THIRD BANCORP 7.715% | $149,369 | $149,369 |
| WELLS FARGO & CO 5.875% | $53,902 | $53,902 |
| CITIBANK INC 7.625% | $177,111 | $177,111 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN CHASE 6.0 PREFERRED | StockNm |
| EOY Book Value | $42,103 | EOYBookValueAmt |
| EOYFMV | $42,103 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,008,449 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,008,449 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEE | Desc |
| Revenue And Expenses Per Books | $76 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $76 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MUNICIPAL INTEREST-UBS | $55,577 | $0 | $55,577 |
| BOND PREMIUM AMORTIZATION | -$24,971 | $0 | -$24,971 |
| TAX EXEMPT INTEREST PAID | -$10,577 | $0 | -$10,577 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO NET ASSETS FOR UNREALIZED GAINS | Desc |
| Amt | $9,940 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $803 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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