HADDAD BRANDS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HADDAD BRANDS FOUNDATION (EIN 13-6126372)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202243189349104969
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T14:52:18-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 730 THIRD AVENUE 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | 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 | 136126372 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HADDAD BRANDS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HADD | BusinessNameControlTxt |
| Phone | 2013562000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 DOCKS CORNER RD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08810 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD HADDAD | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Phone | 2013562000 | PhoneNum |
| Signature | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | EDWARD | PersonFirstNm |
| Person Last | HADDAD | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PHILLIP BOTTARI | PreparerPersonNm |
| PTIN | P00541720 | PTIN |
| Phone | 2124855500 | PhoneNum |
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 | $4,318,034 | 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 | $887,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $36,693 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,693 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,464 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $173,470 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $173,470 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,124,545 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,627 | 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 |
| Taxes Rev And Expnss | $4,298 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,298 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,835,305 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,835,305 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,839,603 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,835,305 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$715,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $237,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,827 | CashBOYAmt |
| Cash EOY | $351,224 | CashEOYAmt |
| Cash EOYFMV | $351,224 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,011,548 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,250,149 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,250,149 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,500,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,308,979 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,700,850 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $15,811 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,811 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,811 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,628,186 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,926,163 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,318,034 | 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 | $4,628,186 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,926,163 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,628,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,926,163 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,628,186 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,926,163 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,628,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$715,058 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,035 | OtherIncreasesAmt |
| Subtotal | $3,926,163 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,926,163 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | RBC PHOENIX BAC UP 8/11/21 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-07-24 | AcquiredDt |
| Sold | 2021-02-11 | SoldDt |
| Gross Sales Price | $350,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $350,000 | CostOrOtherBasisAmt |
| Gain Or Loss | $0 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $0 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $0 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,303 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,303 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,303 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,714 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,714 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $8 | EsPenaltyAmt |
| Overpayment | $2,403 | OverpaymentAmt |
| Applied To ES Tax | $2,403 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | THE HADDAD ORGANIZATION LTD | IndividualWithBooksNm |
| Phone | 2013562000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 131 DOCKS CORNER RD | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08810 | 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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD HADDAD | ||||||||
| C/O HADDAD 131 DOCKS CORNER ROAD | DAYTON | NJ | 08810 | MEMBER | 1.00 | $0 | $0 | $0 |
| RICHARD HADDAD | ||||||||
| C/O HADDAD 131 DOCKS CORNER ROAD | DAYTON | NJ | 08810 | MEMBER | 1.00 | $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 | $2,600,495 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,245,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,845,568 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,845,568 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,787,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,303 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,303 | TotalTaxAmt |
| Distributable Before Adj | $186,091 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $186,091 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $186,091 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,835,305 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,835,305 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $186,091 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $562,821 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $582,133 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $500,894 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,645,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,835,305 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $186,091 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,649,214 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,295,062 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,295,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $562,821 | ExcessFromYear3Amt |
| Excess From Year2 | $582,133 | ExcessFromYear2Amt |
| Excess From Year1 | $500,894 | ExcessFromYear1Amt |
| Excess From Current Year | $1,649,214 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | EDWARD HADDAD | ShareholderManagerNm |
| Shareholder Manager | RICHARD HADDAD | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION BETH TORAH | |||||||
| 1061 OCEAN PKWY | BROOKLYN | NY | 11230 | NONE | PC | BENEFIT OF THE COMMUNITY | $99,480 |
| DSN COMM CENTER | |||||||
| 244 NORWOOD AVENUE | OAKHURST | NJ | 07755 | NONE | PC | BENEFIT OF THE COMMUNITY | $20,934 |
| HATZALAH EMS | |||||||
| 167 MONMOUTH ROAD STE 4 | OAKHURST | NJ | 07755 | NONE | PC | BENEFIT OF THE COMMUNITY | $305,000 |
| HILLEL YESHIVA | |||||||
| 1025 DEAL RD | OCEAN | NJ | 07712 | NONE | PC | BENEFIT OF THE COMMUNITY | $30,000 |
| ILAN HIGH SCHOOL | |||||||
| 1200 ROSELD AVE | OCEAN TOWNSHIP | NJ | 07712 | NONE | GOV | BENEFIT OF THE COMMUNITY | $10,000 |
| ISRAEL CANCER RESEARCH FUND INC | |||||||
| 52 VANDERBILT AVENUE SUITE 1510 | NEW YORK | NY | 10017 | NONE | PC | BENEFIT OF THE COMMUNITY | $5,000 |
| MAGEN DAVID YESHIVAH | |||||||
| 2130 MCDONALD AVENUE | BROOKLYN | NY | 11223 | NONE | PC | BENEFIT OF THE COMMUNITY | $134,000 |
| MITZVAH MAN FOUNDATION | |||||||
| PO BOX 290690 | BROOKLYN | NY | 11229 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,600 |
| NEW YORK CANCER CENTER | |||||||
| 160 E 34TH ST | NEW YORK | NY | 10016 | NONE | PC | BENEFIT OF THE COMMUNITY | $160,000 |
| OHEL YAACOB CONGREGATION | |||||||
| 4 OCEAN AVE | DEAL | NJ | 07723 | NONE | PC | BENEFIT OF THE COMMUNITY | $61,950 |
| OUNCSYYACHAD | |||||||
| 11 BROADWAY 13 TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | BENEFIT OF THE COMMUNITY | $10,000 |
| PROPEL NETWORK | |||||||
| 1901 OCEAN PKWY | BROOKLYN | NY | 11223 | NONE | PC | BENEFIT OF THE COMMUNITY | $3,600 |
| RENEWAL | |||||||
| 5904 13TH AVE | BROOKLYN | NY | 11002 | NONE | PC | BENEFIT OF THE COMMUNITY | $5,200 |
| SAFE FOUNDATION | |||||||
| 255 AVENUE W | BROOKLYN | NY | 11223 | NONE | PC | BENEFIT OF THE COMMUNITY | $26,000 |
| SBHONLINE | |||||||
| 425 KINGS HWY | BROOKLYN | NY | 11223 | NONE | PC | BENEFIT OF THE COMMUNITY | $120,000 |
| SEPHARDIC COMMUNITY CENTER INC | |||||||
| 1901 OCEAN PKWY | BROOKLYN | NY | 11223 | NONE | PC | BENEFIT OF THE COMMUNITY | $13,040 |
| SEPHARDIC FOOD FUND | |||||||
| 8 W 40TH ST | NEW YORK | NY | 10018 | NONE | PC | BENEFIT OF THE COMMUNITY | $300,000 |
| SEPHARDIC HERITAGE MUSEUM | |||||||
| 3603 QUENTIN RD | BROOKLYN | NY | 11234 | NONE | PC | BENEFIT OF THE COMMUNITY | $10,000 |
| SHUVI NAFSHI FOUNDATION | |||||||
| 447 AVENUE P | BROOKLYN | NY | 112231914 | NONE | PC | BENEFIT OF THE COMMUNITY | $26,000 |
| YESHIVAH KETER TORAH | |||||||
| 1 MEDRIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PC | BENEFIT OF THE COMMUNITY | $501 |
| YESHIVAH OF FLATBUSH | |||||||
| 919 EAST 10TH ST | BROOKLYN | NY | 11230 | NONE | PC | BENEFIT OF THE COMMUNITY | $53,000 |
| SYNOGAGOUE OF DEAL | |||||||
| PO BOX 208 | DEAL | NJ | 07723 | NONE | PC | BENEFIT OF THE COMMUNITY | $200,000 |
| SEPHARDIC MIKVEH OF MIDWOOD | |||||||
| 500 5TH AVE 39TH FL | BROOKLYN | NY | 10110 | NONE | PC | BENEFIT OF THE COMMUNITY | $50,000 |
| SEPHARDIC RABBINICAL COLLEGE | |||||||
| 1299 MAIN ST | RAHWAY | NJ | 07065 | NONE | PC | BENEFIT OF THE COMMUNITY | $3,000 |
| PUAH FERTILITY | |||||||
| 1709 KINGS HWY 2ND 3RD FLOOR | BROOKLYN | NY | 11229 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,500 |
| REACH FOR THE STARS LEARNING CENTER | |||||||
| 1818 AVENUE P | BROOKLYN | NY | 11229 | NONE | PC | BENEFIT OF THE COMMUNITY | $1,500 |
| CONGREGATION OHEL YISHAK OF ALLENHURST | |||||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | BENEFIT OF THE COMMUNITY | $36,000 |
| FLATBUSH HATZOLOH | |||||||
| 1880 OCEAN AVE | BROOKLYN | NY | 11230 | NONE | PC | BENEFIT OF THE COMMUNITY | $105,000 |
| AHAVA BABY | |||||||
| 1138 E 9TH ST | BROOKLYN | NY | 11230 | NONE | PC | BENEFIT OF THE COMMUNITY | $10,000 |
| A TIME USA | |||||||
| 1310 48 ST STE 406 | BROOKLYN | NY | 11219 | NONE | PC | BENEFIT OF THE COMMUNITY | $1,800 |
| BEIT YAACOV INC | |||||||
| 19275 MYSTIC POINT DRIVE | AVENTURA | FL | 33180 | NONE | PC | BENEFIT OF THE COMMUNITY | $6,000 |
| BARKAI YESHIVAH | |||||||
| 5302 21ST AVE | BROOKLYN | NY | 11204 | NONE | PC | BENEFIT OF THE COMMUNITY | $10,400 |
| BONEI OLAM | |||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,600 |
| THE BRIDGE ACADEMY | |||||||
| 1001 DEAL RD STE 103 | OCEAN | NJ | 07712 | NONE | PC | BENEFIT OF THE COMMUNITY | $3,000 |
| EZER MIZION INC (LOKIES KITCHEN) | |||||||
| 5225 NEW ULTRECHT AVE 3 | BROOKLYN | NY | 11219 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,000 |
| KESHER ORG | |||||||
| 5601 W SIDE | NORTH BERGEN | NJ | 07047 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,600 |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| 501 7TH AVE SUITE 401 | NEW YORK | NY | 10018 | NONE | PC | BENEFIT OF THE COMMUNITY | $2,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,835,305 | 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 | $36,693 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,382 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,470 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $237,545 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,545 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ASG EQUITIES LLC | ||||||
| 1 | 175 BROADWAY | NEW YORK | NY | 10007 | $387,000 | Yes (X) |
| HADDAD ORGANIZATION | ||||||
| 2 | 131 DOCKS CORNER | DAYTON | NJ | 08810 | $500,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS 11.15% CONTINGENT AUTOCALL C (SQEKI) | $500,000 | $531,000 |
| JPM AUTO-CALLABLE DUAL DIRECTIONAL TRIGGER PLUS SPX | $500,000 | $486,250 |
| PROLOGIS INC COM (PLD) | $1,308,979 | $1,683,600 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. RECEIVABLE | Desc |
| BOY Book Value | $15,811 | BOYBookValueAmt |
| EOY Book Value | $15,811 | EOYBookValueAmt |
| EOYFMV | $15,811 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $173,470 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $173,470 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $173,470 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK TO MARKET ADJUSTMENT | Desc |
| Amt | $13,035 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| THE HADDAD ORGANIZATION | |||
| 131 DOCKS CORNER | DAYTON | NJ | 08810 |
| ASG EQUITIES LLC | |||
| 175 BROADWAY | NEW YORK | NY | 10007 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $4,298 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |