OHEL HARAV YEHOSHUA BORUCH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OHEL HARAV YEHOSHUA BORUCH FOUNDATION (EIN 11-3201774)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349110793
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)
Return2022-11-15T22:01:41-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN200530358PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1YEHUDA WEINSTEIN CPA PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11315 ELM AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113201774EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHEL HARAV YEHOSHUA BORUCHBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlOHELBusinessNameControlTxt
Phone9173636980PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11315 ELM AVENUEAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11230ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBENJAMIN LANDAPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone9173636980PhoneNum
Signature2022-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBENJAMINPersonFirstNm
Person LastLANDAPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonYEHUDA WEINSTEINPreparerPersonNm
PTINP00096118PTIN
Phone9173743023PhoneNum

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$39,459,471FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,850,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$363InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$363InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$602,627DividendsRevAndExpnssAmt
Dividends Net Invst Incm$602,627DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$69,585NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,841,928GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$316,746CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$45,864OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$45,864OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$7,568,439TotalRevAndExpnssAmt
Total Net Invst Incm$965,600TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$65,531LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$65,531LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$5,000TaxesRevAndExpnssAmt
Taxes Net Invst Incm$5,000TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$197,453OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$190,587OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$272,984TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$266,118TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,397,969ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,397,969ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,670,953TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$266,118TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,397,969TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$5,897,486ExcessRevenueOverExpensesAmt
Net Investment Income$699,482NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,782,313SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$777,707SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$777,707SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$13,969AcctRcvblBOYAmt
Corporate Stock BOY$10,850,138CorporateStockBOYAmt
Corporate Stock EOY$15,536,176CorporateStockEOYAmt
Corporate Stock EOYFMV$19,867,648CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,670,661CorporateBondsBOYAmt
Corporate Bonds EOY$1,804,478CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,839,331CorporateBondsEOYFMVAmt
Other Investments BOY$14,974,567OtherInvestmentsBOYAmt
Other Investments EOY$16,974,785OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,974,785OtherInvestmentsEOYFMVAmt
Total Assets BOY$30,291,648TotalAssetsBOYAmt
Total Assets EOY$35,093,146TotalAssetsEOYAmt
Total Assets EOYFMV$39,459,471TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
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$9,234,869RetainedEarningBOYAmt
Retained Earning EOY$14,036,367RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$30,291,648TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$35,093,146TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$30,291,648TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$35,093,146TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$30,291,648TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$5,897,486ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$36,189,134SubtotalAmt
Other Decreases$1,095,988OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$35,093,146TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECUTRITIESP$1,841,928$1,772,343$69,585$69,585
CAPTIAL GAIN DISTRIBUTIONSP$247,048$247,048
UNRECAPUTRED 1250 GAINP$113$113
FieldValueIRS element (for citing)
Capital Gain Net Income$316,746CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,723InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,723SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,723TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$7,905EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$7,905TotalPaymentsAndCreditsAmt
Es Penalty$2EsPenaltyAmt
Tax Due$1,820TaxDueAmt

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 ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksBENJAMIN LANDAIndividualWithBooksNm
Phone9173636980PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1182 BRIARWOOD XINGAddressLine1Txt
CityLAWRENCECityNm
State AbbreviationNYStateAbbreviationCd
ZIP11559ZIPCd
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 AllwncExpenseAccountOtherAllwncAmtAddress Line2USAddress/AddressLine2Txt
BENJAMIN LANDA
182 BRIARWOOD XINGLAWRENCENY11559PRESIDENT5.00$0$0$0
ESTHER FARKOVITS
C/O BENJAMIN LANDA 182 BRIARWOODLAWRENCENY11559VICE PRESIDENT - TREASURER2.00$0$0$0XING
DENA HERSH
C/O BENJAMIN LANDA 182 BRIARWOODLAWRENCENY11559SECRETARY2.00$0$0$0XING
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$18,635,174AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,280,010AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$11,981,007FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,896,191TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,896,191AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$478,443CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,417,748NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,570,887MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,570,887MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,723TaxBasedOnInvestmentIncomeAmt
Total Tax$9,723TotalTaxAmt
Distributable Before Adj$1,561,164DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,561,164DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,561,164DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,397,969ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,397,969QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,561,164DistributableAsAdjustedAmt
Undistributed Income PY$122,210UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,397,969QualifyingDistributionsAmt
Applied To Year1$122,210AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,275,759AppliedToCurrentYearAmt
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$285,405UndistributedIncomeCYAmt
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 ManagerBENJAMIN LANDAContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
TALMUD TORAH TIFERES BUNIM
5202 13TH AVENUEBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$100,000
KHAL ICHUD CHASSIDIM DBOBOV
1362 49TH STREETBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$100,000
CONG ICHUD CHASIDIM
1362 49TH STREETBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$50,000
CONG ZICHRON SHLOMO
5014 16TH AVENUEBROOKLYNNY11204NONEPCCHARITABLE PURPOSE$50,000
CHESED INC
5014 16TH AVENUEBROOKLYNNY11204NONEPCCHARITABLE PURPOSE$50,000
DAVIS MEMORIAL FUND
55 PLAZA ROADLAWRENCENY11559NONEPCCHARITABLE PURPOSE$25,000
CONG ZICHRON SHLOMO
5014 16TH AVENUEBROOKLYNNY11204NONEPCCHARITABLE PURPOSE$75,000
KOLLEL IYUN DBOBOV
1270 49TH STREETBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$75,000
MALBISHEI CHOVOD
1274 49TH STREET 227BROOKLYNNY11219NONEPCCHARITABLE PURPOSE$75,000
BOBOVER SHAARE TZION
4715 15TH AVENUEBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$100,000
MALBISHEI CHOVOD
1274 49TH STREET 227BROOKLYNNY11219NONEPCCHARITABLE PURPOSE$50,000
CONG BOBOV 45
1362 49TH STREETBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$50,000
CONG GEMACH ZICHRON SHLOMO
5014 16TH AVENUEBROOKLYNNY11204NONEPCCHARITABLE PURPOSE$50,000
DAVIS MEMORIAL FUND
55 PLAZA ROADLAWRENCENY11219NONEPCCHARITABLE PURPOSE$36,000
BOBOVER SHAARE TZION 45
4715 15TH AVENUEBROOKLYNNY11219NONEPCCHARITABLE PURPOSE$50,000
BNEI LEVI
144 WILSON STREETBROOKLYNNY11211NONEPCCHARITABLE PURPOSE$100,000
MESIVTA RAMBAM
15 FROST LANELAWRENCENY11219NONEPCCHARITABLE PURPOSE$100,000
YESHIVA DARCHEI TORAH
257 BEACH 17TH STREETQUEENSNY11691NONEPCCHARITABLE PURPOSE$150,000
JET 911
75 CO ROADSWAN LAKENY12783NONEPCCHARITABLE PURPOSE$11,969
CONG ZICHRON SHLOMO
5014 16TH AVENUEBROOKLYNNY11204NONEPCCHARITABLE PURPOSE$100,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,397,969TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$363ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$602,627ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45,864ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,585ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$718,439ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$718,439TotalIncomeProducingActyAmt

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 (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
BENJAMIN LANDA
1182 BRIARWOOD XINGLAWRENCENY11559$6,500,000Yes (X)
MAYER FISCHL
22 SIENNA WAYLAKEWOODNJ08701$350,000Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFIXED SECURITIESBondNm
EOY Book Value$1,804,478EOYBookValueAmt
EOYFMV$1,839,331EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EQUITIES$12,024,296$15,855,511
MUTUAL FUNDS$3,511,880$4,012,137

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENT EXPENSESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$16,974,785BookValueAmt
EOYFMV$16,974,785EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$65,531LegalFeesAmt
Net Investment Income$65,531NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTO ADJUST TO BOOK VALUE FROM FMV USED IN PRIOR YEARSDesc
Amt$1,095,988Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES$189,837$189,837$0
DUES AND FEES$750$750$0
LIFE INSURANCE PREMIUMS$6,866$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
AVANTAX OTHER INCOME$46,200$46,200$46,200
AVANTAX BOND PREMIUM$503$503$503
ENTERPRISE PRODUCTS PARTNERS LP-$839-$839-$839

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCd
BENJAMIN LANDA
182 BRIARWOOD XINGLAWRENCENY11559
MAYER FISCHEL
2 SIENNA WAYLAKEWOODNJ08701

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryNET INVESTMENT TAXCategoryTxt
Amt$5,000Amt
Net Investment Income$5,000NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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