PBC FOUNDATION INC: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
PBC FOUNDATION INC (EIN 82-3624656)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-14
IRS object ID
202233189349104443
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)
Return2022-11-14T14:24:14-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812950760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11040 AVENUE OF THE AMERICAS 16THAddressLine1Txt
Address Line2FLOORAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10018ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823624656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PBC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPBCFBusinessNameControlTxt
Phone6466161601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARBESFELD 82-05 ABINGDON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNINA ARBESFELDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6466161601PhoneNum
Signature2022-11-07SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPNINAPersonFirstNm
Person LastARBESFELDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P ROUDEPreparerPersonNm
PTINP00000803PTIN
Phone2126618640PhoneNum
Preparation2022-11-07PreparationDt

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$4,797,297FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$149,821DividendsRevAndExpnssAmt
Dividends Net Invst Incm$149,821DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$267,510NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$267,510GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$267,510CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$417,331TotalRevAndExpnssAmt
Total Net Invst Incm$417,331TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,650AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,325AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$1,325AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$3,243TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$5,893TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,325TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$1,325TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$159,560ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$159,560ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$165,453TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,325TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$160,885TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$251,878ExcessRevenueOverExpensesAmt
Net Investment Income$416,006NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,902CashBOYAmt
Cash EOY$12,902CashEOYAmt
Cash EOYFMV$12,902CashEOYFMVAmt
Sav And Temp Cash Invst BOY$229,593SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$481,471SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$481,471SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,171,607CorporateStockBOYAmt
Corporate Stock EOY$2,171,607CorporateStockEOYAmt
Corporate Stock EOYFMV$4,302,924CorporateStockEOYFMVAmt
Total Assets BOY$2,414,102TotalAssetsBOYAmt
Total Assets EOY$2,665,980TotalAssetsEOYAmt
Total Assets EOYFMV$4,797,297TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,414,102CapitalStockBOYAmt
Capital Stock EOY$2,665,980CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,414,102TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,665,980TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,414,102TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,665,980TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,414,102TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$251,878ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,665,980SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,665,980TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyCAPITAL GAINS DIVIDENDSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$267,510GrossSalesPriceAmt
Gain Or Loss$267,510GainOrLossAmt
Gains Minus Excess Or Losses$267,510GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$267,510CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,782InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,782SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,782TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$0EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$4,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$4,000TotalPaymentsAndCreditsAmt
Es Penalty$73EsPenaltyAmt
Tax Due$1,855TaxDueAmt

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
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNINA ARBESFELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6466161601PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
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 (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PNINA ARBESFELD
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
DAVID ARBESFELD
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
MICHELLE ARBESFELD SALIG
82-05 ABINGDON RDKEW GARDENSNY11415DIRECTOR10.00$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$4,345,733AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$270,410AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,616,143TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,616,143AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,242CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,546,901NetVlNoncharitableAssetsAmt
Minimum Investment Return$227,345MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$227,345MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,782TaxBasedOnInvestmentIncomeAmt
Total Tax$5,782TotalTaxAmt
Distributable Before Adj$221,563DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$221,563DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$221,563DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$160,885ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$160,885QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$221,563DistributableAsAdjustedAmt
Undistributed Income PY$139,598UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$160,885QualifyingDistributionsAmt
Applied To Year1$139,598AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$21,287AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$200,276UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPNINA ARBESFELDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNINA ARBESFELDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127551800RecipientPhoneNum
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCd
YESHIVA UNIVERSITY WOMANS ORGANIZATION
500 WEST 185TH STREETNEW YORKNY10033PUBLICGENERAL PURPOSE OF CHARITY$3,000
YESHIVA UNIVERSITY
500 W 185TH STREETNEW YORKNY10033PUBLICGENERAL PURPOSE OF CHARITY$5,000
YESHIVA TIFRETH MOSHE
83-06 ABINGDON ROADQUEENSNY11415PUBLICGENERAL PURPOSE OF CHARITY$10,800
YESHIVA SHARIS ZION
75-24 GRAND CENTRAL PARKWAYQUEENSNY11375PUBLICGENERAL PURPOSE OF CHARITY$17,280
YACHAD ORTHODOX UNION
40 RECTOR STREET 4TH FLNEW YORKNY10006PUBLICGENERAL PURPOSE OF CHARITY$1,000
WEST SIDE INSTITUTIONAL SYNAGOGUE
120 W 76TH STREETNEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$3,000
SHARSHERET
1086 TEANECK ROAD SUITE 2GTEANECKNJ07666PUBLICGENERAL PURPOSE OF CHARITY$1,000
SHALVA AMERICAN FRIENDS
315 5TH AVENEW YORKNY10016PUBLICGENERAL PURPOSE OF CHARITY$2,500
NATIONAL JEWISH OUTREACH
989 6TH AVE 10NEW YORKNY10018PUBLICGENRAL PURPOSE OF CHARITY$10,000
MERHI REJUVENATION FERTILITY CENTER
315 W 57TH STREET SUITE 208NEW YORKNY10019PUBLICGENERAL PURPOSE OF CHARITY$5,000
MANHATTAN JEWISH EXPERIENCE
131 W 86TH STREET 10TH FLOORNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$10,000
LINCOLN SQUARE SYNAGOGUE
180 AMSTERDAM AVENEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$2,000
KEREN OHR
17016 73RD AVEFLUSHINGNY11366PUBLICGENERAL PURPOSE OF CHARITY$5,000
KAV L'NOAR
34B BROOK AVENUEPASSAICNJ07055PUBLICGENRAL PURPOSE OF CHARITY$1,000
GMACH ZICHRON MOSHE
183 LAFAYETTE AVEPASSAICNJ07055PUBLICGENERAL PURPOSE OF CHARITY$3,600
EMUNAH OF AMERICA
500 7TH AVENEW YORKNY10018PUBLICGENERAL PURPOSE OF CHARITY$43,000
EMEK LEARNING CENTER
PUBLICGENERAL PURPOSE OF CHARITY$180EMEK REFAIN ST 64JERUSALEMIS
DESTINY FOUNDATION
10339 DAWSONS CREEK BLVDFORT WAYNEIN46825PUBLICGENERAL PURPOSE OF CHARITY$300
CONGRGATION OHAV SHALOM
270 W 84TH STREETNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$2,000
CONGRGATION OHAB ZEDEK
118 W 95TH STREETNEW YORKNY10025PUBLICGENRAL PURPOSE OF CHARITY$10,000
CONGREGATION KEHILATHT JACOB
3701 W DEVON AVECHICAGOIL60659PUBLICGENERAL PURPOSE OF CHARITY$5,000
CONGREGATION CARLEBACH
305 W 79TH STNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$3,600
CENTRAL FUND ISRAEL
461 CENTRAL AVECEDARHURSTNY11516PUBLICGENERAL PURPOSE OF CHARITY$1,000
CENTRAL FUND BET KENESET HANASI
859 PENINSULA BLVDWOODMERENY11598PUBLICGENERAL PURPOSE OF CHARITY$1,800
AVIGDORS HELPING HAND
138-45 78TH DRIVEFLUSHINGNY11367PUBLICGENERAL PURPOSE OF CHARITY$2,500
AMERICAN FRIENDS OF MIGDAL OHR
1325 AVE OF THE AMERICASNEW YORKNY10019PUBLICGENRAL PURPOSE OF CHARITY$5,000
AISH HATORAH
313 W 83RD STREETNEW YORKNY10024PUBLICGENERAL PURPOSE OF CHARITY$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$159,560TotalGrantOrContriPdDurYrAmt
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$149,821ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$267,510ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$417,331ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$417,331TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & LEGAL FEESCategoryTxt
Amt$2,650Amt
Net Investment Income$1,325NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,325DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
WYNDHAM DESTINATIONS INC$7,750$13,817
DELTA AIRLINES$8,500$7,816
NEROTROPE INC$12,400$2,183
FEDEX CORP$15,475$25,864
AMERICAN AIRLINES$23,843$26,940
AVIS BUDGET GROUP$31,951$207,370
MICROSOFT INC$46,688$84,080
FIDELITY CONTRA FUND$100,000$139,563
BARONS PARTNERS FUND$125,000$384,313
MORGAN STANLEY GROWTH$150,000$230,172
FIDELITY OTC PORT$200,000$339,873
BLACKROCK MIDCAP GROWTH$225,000$389,535
AKRE FOCUS FUND RETAIL$225,000$340,699
FIDELITY BLUE CHIP GROWTH$325,000$635,697
ULTRA NASDAQ 100 PRO INVESTOR$325,000$884,592
T ROWE PRICE BLUE CHIP$350,000$590,410

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES-FITCategoryTxt
Amt$3,243Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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