BETA

AAR CHARITABLE FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
AAR CHARITABLE FOUNDATION (EIN 46-1748807)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-12-22
IRS object ID
202223569349100107
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-12-22T12:38:02-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN364267431PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PEASE & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11422 EUCLID AVE SUITE 400AddressLine1Txt
CityCLEVELANDCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461748807EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AAR CHARITABLE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlAARCBusinessNameControlTxt
Phone7188868219PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18 PRIMROSE DRIVEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARUCH JEREMIASPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone7188868219PhoneNum
Signature2022-12-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARUCHPersonFirstNm
Person LastJEREMIASPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN DRAKEPreparerPersonNm
PTINP01326831PTIN
Phone2163489600PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,514,959FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$300,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$62,993DividendsRevAndExpnssAmt
Dividends Net Invst Incm$62,993DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$43,422NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$197,948GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$43,422CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,172OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,172OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$407,587TotalRevAndExpnssAmt
Total Net Invst Incm$107,587TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$19,068OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,500TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$15,149OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$14,969OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$36,717TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,969TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$191,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$191,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$227,917TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,969TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$191,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$179,670ExcessRevenueOverExpensesAmt
Net Investment Income$92,618NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$221,503CashBOYAmt
Cash EOY$449,166CashEOYAmt
Cash EOYFMV$449,166CashEOYFMVAmt
Sav And Temp Cash Invst BOY$66,461SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$391,508SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$391,508SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$75,000AcctRcvblAmt
Acct Rcvbl BOY$75,000AcctRcvblBOYAmt
Acct Rcvbl EOY$75,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$75,000AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,353,279CorporateStockBOYAmt
Corporate Stock EOY$2,599,285CorporateStockEOYAmt
Corporate Stock EOYFMV$2,599,285CorporateStockEOYFMVAmt
Other Investments BOY$140,325OtherInvestmentsBOYAmt
Other Investments EOY$0OtherInvestmentsEOYAmt
Other Investments EOYFMV$0OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,856,568TotalAssetsBOYAmt
Total Assets EOY$3,514,959TotalAssetsEOYAmt
Total Assets EOYFMV$3,514,959TotalAssetsEOYFMVAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$295,787OtherLiabilitiesEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$295,787TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$2,856,568RetainedEarningBOYAmt
Retained Earning EOY$3,219,172RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,856,568TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,219,172TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,856,568TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,514,959TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,856,568TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$179,670ExcessRevenueOverExpensesAmt
Other Increases$182,934OtherIncreasesAmt
Subtotal$3,219,172SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,219,172TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES$196,458$154,526$41,932$41,932
CAPITAL GAINS DIVIDENDS$1,490$1,490$1,490P
FieldValueIRS element (for citing)
Capital Gain Net Income$43,422CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,287InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,287SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,287TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,860EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,860TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,573OverpaymentAmt
Applied To ES Tax$3,573AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBARUCH JEREMIASIndividualWithBooksNm
Phone7188868219PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18 PRIMROSE DRIVEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP081073283ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARUCH JEREMIAS
8 PRIMROSE DRIVELAKEWOODNJ08701TRUSTEE2.00$0$0$0
CHANA JEREMIAS
8 PRIMROSE DRIVELAKEWOODNJ08701TRUSTEE2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,467,132AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$508,347AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$176,498FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,151,977TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,151,977AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$47,280CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,104,697NetVlNoncharitableAssetsAmt
Minimum Investment Return$155,235MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$155,235MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,287TaxBasedOnInvestmentIncomeAmt
Total Tax$1,287TotalTaxAmt
Distributable Before Adj$153,948DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$153,948DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$153,948DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$191,200ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$191,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$153,948DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$19,647ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$19,647TotalExcessDistributionCyovAmt
Qualifying Distributions$191,200QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$153,948AppliedToCurrentYearAmt
Remaining Distri From Corpus$37,252RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$56,899TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$56,899ExcessDistriCyovToNextYrAmt
Excess From Year1$19,647ExcessFromYear1Amt
Excess From Current Year$37,252ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerBARUCH JEREMIASContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF GAON YAKOV
PO BOX 200MONSEYNY10952PCTO PROVIDE SUPPORT FOR EDUCATION.$1,800
AMERICAN FRIENDS OF YESHIVAS BRISK
3302 BEDFORD AVENUEBROOKLYNNY11210PCTO PROVIDE SUPPORT FOR EDUCATION.$20,000
AMERICAN FRIENDS OF YESHIVAS HAGRAMAD
141 FURNANCE WOODS ROADCORTLANDT MANORNY10567PCTO PROVIDE SUPPORT FOR EDUCATION.$23,000
AMERICAN FRIENDS OF YESHIVAT IMREI DAAT INC
1831 EAST 15TH STREETBROOKLYNNY11229PCTO PROVIDE SUPPORT FOR EDUCATION.$1,800
CONGREGATION AMELIE TORAH
5120 19TH AVENUEBROOKLYNNY11204PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$5,000
CONGREGATION AND YESHIVA BEIS HILLEL
984 ROUTE 202SUFFERNNY10901PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$5,000
CONGREGATION KEREN HAGEMACH
2166 81ST STREETBROOKLYNNY11214PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$5,000
CONGREGATION TIFERES PINCHOS
234 E 5TH STREETLAKEWOODNJ08701PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$1,000
KHAL MEOR CHAIM
270 MILLER ROADLAKEWOODNJ08701PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$100,000
MOSDOS PNEI MENACHEM INC
4111 18TH AVE APT 2LBROOKLYNNY11218PCTO PROVIDE SUPPORT FOR THE CONGREGATION.$25,000
YESHIVA WOLOZIN BNEI BRAK ISRAEL INC
1778 E 15TH STBROOKLYNNY11229PCTO PROVIDE SUPPORT FOR EDUCATION.$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$191,200TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$62,993ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,172ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$43,422ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$107,587ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$107,587TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARUCH JEREMIASBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line18 PRIMROSE DRIVEAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08701ZIPCd
FieldValueIRS element (for citing)
Total Contributions$300,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE NEW JERSEY DIVISION OF TAXATION DOES NOT REQUIRE THE FILING OF A COPY OF FEDERAL FORM 990-PF.ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
385 UNITS - MYDA ADVANTAGE, LTD. CLASS A 01/21$442,835$442,835
MERRILL LYNCH 02024$1,878,517$1,878,517
MERRILL LYNCH 02242$277,933$277,933

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK SERVICE CHARGES$180$0$0
NET RENTAL LOSS FROM STERLING POINTE APARTMENTS K-1$14,969$14,969$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
OTHER INCOME FROM RIDA ACCESS K-1$828$828$828
OTHER INCOME FROM STERLING POINTE APARTMENTS K-1$344$344$344

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$182,934Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DUE TO AJ 3-14 FAMILY TRUST$0$212,309
MEMBERSHIP INT - CAPITAL ACCOUNT BALANCE - STERLING POINTE APARTMENTS LLC$0$83,478

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT MANAGEMENT FEESCategoryTxt
Amt$19,068Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.