JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
Tax period
2019-07-01 to 2020-06-30
Filed
2021-02-26
IRS object ID
202110579349100106
Schema version
2019v5.2
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)
Return2021-02-26T11:15:05-06:00ReturnTs
Tax Period End2020-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line114 SYLVAN WAYAddressLine1Txt
CityPARSIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP070543801ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222861787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH & RENEE BIJOU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone7322488200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD NO 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BIJOUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7322488200PhoneNum
Signature2021-02-22SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9732283500PhoneNum
Preparation2021-02-22PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$24,201,136FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$116,278DividendsRevAndExpnssAmt
Dividends Net Invst Incm$99,523DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,665,167NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$8,750,778GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,268,109CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$16,832OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$16,832OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,798,277TotalRevAndExpnssAmt
Total Net Invst Incm$1,384,464TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$94,631InterestRevAndExpnssAmt
Interest Net Invst Incm$55,454InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$57,484TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,221TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$82,548OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$44,825OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$234,663TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$101,500TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$900,505ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$900,505ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,135,168TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$101,500TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$900,505TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$663,109ExcessRevenueOverExpensesAmt
Net Investment Income$1,282,964NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$108,335CashBOYAmt
Cash EOY$230,512CashEOYAmt
Cash EOYFMV$230,512CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,993,154SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,637,039SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,637,039SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$130,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$130,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$130,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$130,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$6,324,128CorporateStockBOYAmt
Corporate Stock EOY$7,377,541CorporateStockEOYAmt
Corporate Stock EOYFMV$19,411,086CorporateStockEOYFMVAmt
Other Investments BOY$730,315OtherInvestmentsBOYAmt
Other Investments EOY$792,499OtherInvestmentsEOYAmt
Other Investments EOYFMV$792,499OtherInvestmentsEOYFMVAmt
Total Assets BOY$10,285,932TotalAssetsBOYAmt
Total Assets EOY$12,167,591TotalAssetsEOYAmt
Total Assets EOYFMV$24,201,136TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$4,267,715MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$5,380,258MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$7,770OtherLiabilitiesBOYAmt
Other Liabilities EOY$107,770OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,275,485TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,488,028TotalLiabilitiesEOYAmt
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$6,010,447RetainedEarningBOYAmt
Retained Earning EOY$6,679,563RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,010,447TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,679,563TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,285,932TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,167,591TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,010,447TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$663,109ExcessRevenueOverExpensesAmt
Other Increases$6,007OtherIncreasesAmt
Subtotal$6,679,563SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,679,563TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
CGH 107305$1,771,832$1,065,782$706,050$706,050
CGH 107306$4,089,673$3,527,644$562,029$562,029
PINK LION$30$30$30P
FieldValueIRS element (for citing)
Capital Gain Net Income$1,268,109CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,659InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,659SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,659TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$25,320EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$25,320TotalPaymentsAndCreditsAmt
Es Penalty$432EsPenaltyAmt
Tax Due$771TaxDueAmt

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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 BooksJOSEPH BIJOUIndividualWithBooksNm
Phone7322488200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD SUITE 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd
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 HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
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
JOSEPH BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180PRESIDENT0.50$0$0$0
MURRAY DWECK
2 ETHEL ROADEDISONNJ08818VP0.50$0$0$0
RENEE BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180VP0.50$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$13,594,484AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances-$1,078,786AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$719,648FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$13,235,346TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$13,235,346AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$198,530CashDeemedCharitableAmt
Net Vl Noncharitable Assets$13,036,816NetVlNoncharitableAssetsAmt
Minimum Investment Return$651,841MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$651,841MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,659TaxBasedOnInvestmentIncomeAmt
Income Tax$65,444IncomeTaxAmt
Total Tax$91,103TotalTaxAmt
Distributable Before Adj$560,738DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$560,738DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$560,738DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$900,505ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$900,505QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$900,505AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$560,738DistributableAsAdjustedAmt
Undistributed Income PY$524,467UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$900,505QualifyingDistributionsAmt
Applied To Year1$524,467AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$376,038AppliedToCurrentYearAmt
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$184,700UndistributedIncomeCYAmt
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)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHI EZER CONREGATION
1885 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$4,000
AMERICAN FRIENDS SERENA
199 WATER ST 11TH FLNEW YORKNY10038PCUNRESTRICTED$10,000
ATERET COHANIM
248 WEST 35TH STREETNEW YORKNY10001PCUNRESTRICTED$1,300
BEIT MEIR
20201 E COUNTRY CLUB DR APT 405AVENTURAFL331803276PCUNRESTRICTED$1,000
BEIT YAACOV
19275 MYSTIC POINT DRIVEAVENTURAFL331804542PCUNRESTRICTED$1,301
BNOT YISRAEL
243 PROSPECT STLAKEWOOD TOWNSHIPNJ08701PCUNRESTRICTED$5,250
CHESED LAVRAHAM
5317 13TH AVENUEBROOKLYNNY112195293PCUNRESTRICTED$180
CHILDRENS VILLAGE OF JERUSALEM
111 JOHN ST STE 1744NEW YORKNY100383101PCUNRESTRICTED$52
DISASTER RELIEF
PO BOX 794FORKSWA983310794PCUNRESTRICTED$500
EZRAS YISROEL
1049 42ND STBROOKLYNNY112191204PCUNRESTRICTED$1,000
GAURDIANS OF SICK
5216 ELEVENTH AVENUEBROOKLYNNY11219PCUNRESTRICTED$50
JEWISH COMMUNAL FUND
575 MADISON AVE STE 703NEW YORKNY10022PCUNRESTRICTED$715,000
MABAS FUND
1126 CAROLINAST LAKEWOODNJ087012123PCUNRESTRICTED$1,000
MAGEN DAVID
14149 73RD AVEFLUSHINGNY113672340PCUNRESTRICTED$8,450
MAGEN DAVID YESHIVA
1116 49TH STBROOKLYNNY112192904PCUNRESTRICTED$18,000
MIKDASH ELIHAYU
400 AVENUE UBROOKLYNNY11223PCUNRESTRICTED$33,524
MOUNT SINAI MEDICAL CENTER FOUNDATION
4300 ALTON RDMIAMI BEACHFL331402948PCUNRESTRICTED$5,000
NACHMAN DAN MIZRAHI
2030 OCEAN PARKWAYBROOKLYNNY11223PCUNRESTRICTED$200
NAVAT YISRAEL
2 ETHEL RD STE 205AEDISONNJ08818PCUNRESTRICTED$8,600
NYU
545 FIRST AVENUENEW YORKNY100166401PCUNRESTRICTED$16,900
RABBI DAVID SEMAH CONGREGATION
15 W 16TH STNEW YORKNY10011PCUNRESTRICTED$4,000
RABBI JACOB KASSIN HESSED FUND
2030 OCEAN PARKWAYBROOKLYNNY11223PCUNRESTRICTED$3,000
RABBI EITAN YUNGERMANN
15 W 16TH STNEW YORKNY10011PCUNRESTRICTED$303
RABBI SHIMON ATYIAS
2030 OCEAN PARKWAYBROOKLYNNY11223PCUNRESTRICTED$360
RABBI SHLOMO COHEN CONGREGATION
805 AVE TBROOKLYNNY11223PCUNRESTRICTED$1,700
RABBI YEHOUDA BEN BETERA CONGREGATION
2296 CONEY ISLAND AVEBROOKLYNNY11223PCUNRESTRICTED$360
RENEWAL
5904 13TH AVENUEBROOKLYNNY11219PCUNRESTRICTED$321
SAMMY SUTTON
1069 E 8TH STBROOKLYNNY112304101PCUNRESTRICTED$3,750
YAKKOV & GITTLE INSTITUTION
112 WALENBERG CIRCLEMONSEYNY10952PCUNRESTRICTED$100
YESHIVA OF FLATBUSH
1649 EAST 13TH STBROOKLYNNY11229PCUNRESTRICTED$1,000
YIGAL MIZRACHI
2 ETHEL ROADEDISONNJ08818PCUNRESTRICTED$52
YIRGUN YRA
320 5TH AVE 3RD FLNEW YORKNY10001PCUNRESTRICTED$54,000
ZADA YOSSEF
2 ETHEL ROADEDISONNJ08818PCUNRESTRICTED$52
ZICHRON YAAKOV INSTITUTIONS
1534 52ND STBROOKLYNNY112193909PCUNRESTRICTED$200
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$900,505TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$16,755UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$99,523ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$16,832ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$397,058UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,268,109ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$413,813UnrelatedBusinessTaxblIncmAmt
Exclusion$1,384,464ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,798,277TotalIncomeProducingActyAmt

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

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE CRI ACT WAS AMENDED TO PERMIT CHARITABLE ORGANIZATIONS RECEIVING ANNUAL GROSS CONTRIBUTIONS OF $10,000 OR LESS TO CHOOSE WHETHER OR NOT THEY WISH TO MAINTAIN A REGISTRATION WITH THE N.J. CHARITIES REGISTRATION SECTION, BUT NO LONGER REQUIRES THEM TO DO SO.ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
CGH 107306 - ACQ INDEBTEDNESSPURCHASED$1,763,235$1,999,093$0-$235,858
CGH 107306 - ACQ INDEBTEDNESSPURCHASED$1,126,008$493,092$0$632,916

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 PF, PART VII-B, LINE 1A(2):FormAndLineReferenceDesc
Medium ExplanationA SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $7,770 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGILDER, GAGNON, HOWE & COStockNm
EOY Book Value$7,377,541EOYBookValueAmt
EOYFMV$19,411,086EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - REAL ESTATECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$792,499BookValueAmt
EOYFMV$792,499EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIVIDEND EXPENSE$63,232$37,055$0
BANK CHAGES$7,770$7,770$0
NONDEDUCTIBLE EXPENSES$11,546$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
Desc4840 MGC LLCDesc
Revenue And Expenses Per Books$16,832RevenueAndExpensesPerBooksAmt
Net Investment Income$16,832NetInvestmentIncomeAmt
Adjusted Net Income$16,832AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$6,007Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLE TO OFFICERSDesc
BOY Book Value$7,770BOYBookValueAmt
EOY Book Value$107,770EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
YESHIVAT SHEERITH YOSEF
NONE$50,000$02017-042020-12AT MATURITY0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$50,000$02018-052020-12ON DEMAND0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$30,000$02018-042020-12ON DEMAND0.000000000000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$1,221$1,221$0
FEDERAL TAX PAYMENTS$56,263$0$0

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