NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-31
- IRS object ID
- 202502129349100410
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-07-31T12:27:14-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112973036 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHALIK MORRIS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 CROSSWAYS PK DR WEST | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NVES | BusinessNameControlTxt |
| Phone | 2122234900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVENUE 2103 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SHALOM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2122234900 | PhoneNum |
| Signature | 2025-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTY L CARLSON CPA | PreparerPersonNm |
| PTIN | P00364711 | PTIN |
| Phone | 5163388700 | PhoneNum |
| Preparation | 2025-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,812,677 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $96 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $107,617 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $107,617 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,344 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,323 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $40,956 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $40,956 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $151,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,992 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $627 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,627 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $213,923 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $213,923 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $219,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $213,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,558 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,992 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $133,718 | CashBOYAmt |
| Cash EOY | $55,338 | CashEOYAmt |
| Cash EOYFMV | $55,338 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $21,981 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $22,046 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $21,981 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $21,981 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,500,548 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,491,404 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,920,358 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $675,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $675,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $675,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $114,662 | OtherAssetsBOYAmt |
| Other Assets EOY | $134,693 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $140,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,445,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,378,416 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,812,677 | 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 | $2,445,974 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,378,416 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,445,974 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,378,416 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,445,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,378,416 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,445,974 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,558 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,378,416 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,378,416 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TORTOISE CAP SER TR ETF | P | 2019-01-30 | 2024-12-26 | $14 | $21 | -$7 | -$7 |
| CAPITAL GAINS DIVIDENDS | P | $3,330 | $3,330 | $3,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $86 | 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 | $3,086 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $112 | EsPenaltyAmt |
| Overpayment | $861 | OverpaymentAmt |
| Applied To ES Tax | $861 | 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 | Yes (1) | 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 | 0 | 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 | N'VE SHALOM FOUNDATION INC | IndividualWithBooksNm |
| Phone | 2122234900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 488 MADISON AVE SUITE 2103 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||||
| 488 MADISON AVENUE SUITE 2103 | NEW YORK | NY | 10022 | PRES. & TREAS | 0.00 | $0 | $0 | $0 |
| ISAAC G SHALOM | ||||||||
| 488 MADISON AVENUE SUITE 2103 | NEW YORK | NY | 10022 | SECRETARY | 0.00 | $0 | $0 | $0 |
| WILLIAM SHALOM | ||||||||
| 488 MADISON AVENUE SUITE 2103 | NEW YORK | NY | 10022 | V.P. | 2.00 | $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 | $2,570,272 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $108,306 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $141,981 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,820,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,820,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,778,251 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,913 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,913 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,113 | TotalTaxAmt |
| Distributable Before Adj | $136,800 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $136,800 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $136,800 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $213,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $213,923 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $136,800 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $6,738 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $95,132 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $101,870 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $213,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $136,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $77,123 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $178,993 | 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 | $178,993 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $6,738 | ExcessFromYear4Amt |
| Excess From Year1 | $95,132 | ExcessFromYear1Amt |
| Excess From Current Year | $77,123 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AHAVAT HAIM VACHESED | ||||||||||
| PO BOX 226 | DEAL | NJ | 07723 | PC | GENERAL | $3,600 | ||||
| ALUMS FOR CAMPUS FAIRNESS | ||||||||||
| 165 EAST 56TH STREET 2ND FLOOR | NEW YORK | NY | 10022 | 501(C)(3) | EDUCATIONAL | $1,800 | ||||
| AMERICAN FRIENDS OF ARAM SOBA | ||||||||||
| 442 FIFTH AVE 1353 | NEW YORK | NY | 10018 | PC | GENERAL | $7,800 | ||||
| AMERICAN FRIENDS OF MERKAZ HATORAH | ||||||||||
| 10 W 33RD ST | NEW YORK | NY | 10001 | PC | GENERAL | $5,000 | ||||
| BET YAAKOV OF THE JERSEY SHORE | ||||||||||
| 210 WALL STREET PO BOX 577 | WEST LONG BRANCH | NJ | 07764 | PC | EDUCATIONAL | $3,600 | ||||
| BETH OLOTH | ||||||||||
| 704 E 3RD ST | BROOKLYN | NY | 11218 | PC | GENERAL | $500 | ||||
| CONGREGATION AHAVAT TORAH | ||||||||||
| 1350 SHAFTO AVE | LAKEWOOD TOWNSHIP | NJ | 08701 | PC | CULTURAL | $2,600 | ||||
| CONGREGATION BEIT EDMOND | ||||||||||
| 11 E 63RD STREET | NEW YORK | NY | 10065 | PC | CULTURAL | $4,631 | ||||
| HASBARA FELLOWSHIP | ||||||||||
| 228 PARK AVE S 94319 | NEW YORK | NY | 10003 | PC | GENERAL | $3,600 | ||||
| KEREN HAYESHIVOT TRUST MEOR HATORAH | ||||||||||
| 1616 EAST 10TH ST | BROOKLYN | NY | 11223 | 501(C)(3) | EDUCATIONAL | $3,600 | ||||
| KHT NEVE ERETZ COMPAIGN | ||||||||||
| 1616 EAST 10TH ST | BROOKLYN | NY | 11223 | PC | GENERAL | $5,000 | ||||
| KOLLEL HECHAL HATORAH | ||||||||||
| PO BOX 101 | DEAL | NJ | 07723 | PC | GENERAL | $6,500 | ||||
| LUNG CANCER RESEARCH FOUNDATION | ||||||||||
| 501 7TH AVE SUITE 401 | NEW YORK | NY | 10018 | PC | MEDICAL RESEARCH | $1,000 | ||||
| MAGGIE'S PLACE AT MISHKAN CHICAGO | ||||||||||
| 4001 N RAVENSWOOD SUITE 101 | CHICAGO | IL | 60613 | NC | GENERAL | $1,800 | ||||
| MAOR YESHIVA | ||||||||||
| 250 PARK AVE | LONG BRANCH | NJ | 07740 | PC | GENERAL | $2,600 | ||||
| MESILAT HACHAIM | ||||||||||
| 1585 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | PC | GENERAL | $2,600 | ||||
| MOISE SAFRA COMMUNITY CENTER | ||||||||||
| 130 EAST 82ND STREET | NEW YORK | NY | 10028 | 501(C)(3) | CULTURAL | $300 | ||||
| MORRIS I FRANCO CANCER CENTER | ||||||||||
| 379 KINGS HIGHWAY | BROOKLYN | NY | 11223 | PC | GENERAL | $5,200 | ||||
| OHEL IAACOV FOUNDATION | ||||||||||
| 4118 14TH AVE UNIT 47 | BROOKLYN | NY | 11219 | PC | GENERAL | $1,800 | ||||
| OHR JOSEPH | ||||||||||
| 1417A E 9TH STREET | BROOKLYN | NY | 11230 | PC | GENERAL | $2,600 | ||||
| OR HACHAIM INSTITUTION | ||||||||||
| 321 HAROLD ST | STATEN ISLAND | NY | 10314 | PC | GENERAL | $5,000 | ||||
| RENEWAL | ||||||||||
| 4721 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | 501(C)(3) | KIDNEY TRANSPLANTS | $3,600 | ||||
| SEPHARDIC TORAH CENTER | ||||||||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | 501(C)(3) | EDUCATIONAL | $10,000 | ||||
| SHAARE RAHAMIM | ||||||||||
| 1244 E 7TH STREET | BROOKLYN | NY | 11230 | PC | GENERAL | $5,200 | ||||
| SHAARE ZION TORAH CENTER | ||||||||||
| 2030 OCEAN PKWAY | BROOKLYN | NY | 11230 | PC | GENERAL | $1,800 | ||||
| SHIVAT ZION TORAH CENTER | ||||||||||
| 1586 E 13TH STREET | BROOKLYN | NY | 11230 | PC | GENERAL | $3,600 | ||||
| SIMHA ORGANIZATION | ||||||||||
| 463 SEVENTH AVE 4TH FLOOR | NEW YORK | NY | 10018 | PC | GENERAL | $5,200 | ||||
| SYNAGOGUE OF DEAL | ||||||||||
| PO BOX 208 | DEAL | NJ | 07723 | PC | RELIGIOUS | $6,581 | ||||
| THE SAFE FOUNDATION | ||||||||||
| 255 AVE W | BROOKLYN | NY | 11223 | 501(C)(3) | CULTURAL | $1,800 | ||||
| THE SPECIAL CHILDREN CENTER | ||||||||||
| 2221 OCEAN AVE | BROOKLYN | NY | 11229 | PC | GENERAL | $6,000 | ||||
| UJA FEDERATION OF NEW YORK | ||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | 501(C)(3) | CULTURAL | $10,000 | ||||
| 92ND STREET Y | ||||||||||
| 1395 LEXINGTON AVENUE | NEW YORK | NY | 10128 | 501(C)(3) | CULTURAL | $1,000 | ||||
| AMERICAN FRIENDS OF SHEHEBAR SEPHARDIC CENTER | ||||||||||
| 501(C)(3) | GENERAL | $10,000 | MISGAV LADATH 33 | JERUSALEM | IS | 97500 | ||||
| AVENUE O SYNAGOGUE | ||||||||||
| 808 AVENUE O | BROOKLYN | NY | 11230 | 501(C)(3) | CULTURAL | $1,800 | ||||
| BET MIDRASH GADOL ATERET TORAH | ||||||||||
| 1750 E 4TH ST | BROOKLYN | NY | 11223 | 501(C)(3) | EDUCATIONAL | $3,600 | ||||
| BIKE4CHAI | ||||||||||
| 5 AIRPORT ROAD | LAKEWOOD | NJ | 08701 | 501(C)(3) | GENERAL | $1,000 | ||||
| CHABAD OF THE SHORE | ||||||||||
| 620 OCEAN AVENUE | LONG BRANCH | NJ | 07740 | 501(C)(3) | CULTURAL | $1,800 | ||||
| CHABAD UPPER EAST SIDE | ||||||||||
| 419 EAST 77TH STREET | NEW YORK | NY | 10075 | 501(C)(3) | CULTURAL | $250 | ||||
| CONGREGATION BEIT YOSEF OF DEAL | ||||||||||
| 1000 PENNSYLVANIA AVENUE | BROOKLEN | NY | 11207 | 501(C)(3) | CULTURAL | $1,800 | ||||
| CONGREGATION MAGEN ABRAHAM | ||||||||||
| 479 MONMOUTH ROAD | WEST LONG BRANCH | NJ | 07764 | 501(C)(3) | CULTURAL | $1,800 | ||||
| CONGREGATION SHAARE ZION | ||||||||||
| 2030 OCEAN PARKWAY | BROOKLYN | NY | 11223 | 501(C)(3) | CULTURAL | $1,800 | ||||
| CONGREGATION EMANU-EL OF WESTCHESTER | ||||||||||
| 2125 WESTCHESTER AVE E | RYE | NY | 10065 | 501(C)(3) | CULTURAL | $15,000 | ||||
| EDMOND J SAFRA SYNAGOGUE | ||||||||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | 501(C)(3) | CULTURAL | $4,060 | ||||
| RACHEL STORCH FOR NYC | ||||||||||
| 6 EAST 43RD STREET 21ST FLOOR | NEW YORK | NY | 10017 | PC | COMMUNITY | $1,000 | ||||
| KEREN ALMONES | ||||||||||
| 25 ROSS STREET | BROOKLYN | NY | 11249 | 501(C)(3) | GENERAL | $3,600 | ||||
| MABAS FUND INC | ||||||||||
| 1126 CAROLINA STREET | LAKEWOOD | NJ | 08701 | 501(C)(3) | GENERAL | $2,000 | ||||
| MAGEN ABRAHAM YESHIVA | ||||||||||
| 723 AVENUE Z | BROOKLYN | NY | 11223 | 501(C)(3) | EDUCATION | $2,600 | ||||
| MEKUDESHET | ||||||||||
| 463 SEVENTH AVE | NEW YORK | NY | 10018 | 501(C)(3) | COMMUNITY | $3,600 | ||||
| MIRRER YESHIVA CENTRAL INSTITUTE | ||||||||||
| 1791-5 OCEAN PARKWAY | BROOKLYN | NY | 11223 | 501(C)(3) | EDUCATION | $5,200 | ||||
| MEMORIAL SLOAN KETTERING CANCER CENTER | ||||||||||
| PO BOX 27106 | NEW YORK | NY | 10087 | 501(C)(3) | MEDICAL | $1,000 | ||||
| ROCHEL LEAH CHESED FUND | ||||||||||
| 200 LENOX AVENUE | LONG BRANCH | NJ | 07740 | 501(C)(3) | GENERAL | $1,800 | ||||
| SEPHARDIC HERITAGE MUSEUM | ||||||||||
| 25 W 39TH STREET 11R | NEW YORK | NY | 10018 | 501(C)(3) | CULTURAL | $1,800 | ||||
| SEPHARDIC SYNAGOGUE | ||||||||||
| 511 AVENUE R | BROOKLYN | NY | 11223 | 501(C)(3) | CULTURAL | $1,000 | ||||
| THE SAM SCHOOL | ||||||||||
| 148 EAST 74TH STREET | NEW YORK | NY | 10021 | 501(C)(3) | EDUCATIONAL | $3,600 | ||||
| YESHIVA ATERET TORAH | ||||||||||
| 901 QUENTIN ROAD | BROOKLYN | NY | 11223 | 501(C)(3) | EDUCATIONAL | $8,600 | ||||
| YESHIVAT KETER TORAH | ||||||||||
| 5 MERIDIAN RD | EATONTOWN | NJ | 07724 | 501(C)(3) | EDUCATIONAL | $2,600 | ||||
| YESHIVAT NOAM HATORAH | ||||||||||
| 70 W CENTURY RD | PARAMUS | NJ | 07652 | 501(C)(3) | EDUCATIONAL | $6,200 | ||||
| ZICHRON TZVI ELIMELLECH | ||||||||||
| 75-04 169TH STREET | FRESH MEADOWS | NY | 11366 | NC | GENERAL | $501 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $213,923 | 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 | $96 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $107,617 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 41 | ExclusionCd |
| Exclusion | $40,956 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,323 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $151,992 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $151,992 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| STATE OF ISRAEL BONDS | $175,000 | $175,000 |
| GOLDMAN SACHS TR | $500,000 | $500,000 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC. | $72,611 | $585,983 |
| ARES CAPITAL CORP ARCC | $84,220 | $111,639 |
| CHIMERA INVT CORP CIM | $59,472 | $18,480 |
| JPMORGAN CHASE & CO JPM | $21,973 | $89,891 |
| KINDER MORGAN INC DEL KMI | $36,103 | $27,208 |
| LUMEN TECHNOLOGIES INC LA LUMN | $83,938 | $18,054 |
| MACY'S INC M | $17,966 | $8,465 |
| MARATHON PETROLEUM CORP MPC | $18,685 | $91,094 |
| MICROSOFT CORP MSFT | $13,230 | $101,160 |
| NIKE INC CLASS B NKE | $15,077 | $18,918 |
| PENNYMAC MTG INVT TR PMT | $126,012 | $98,517 |
| STARWOOD PROPERTY TR INC STWD | $134,432 | $118,343 |
| TWO HBRS INVT CORP PAR$ TWO | $90,863 | $17,035 |
| VISA INC CLASS A V | $4,400 | $126,416 |
| ABERDEEN TOTAL DYNAMIC DIVIDEND FD AOD | $156,957 | $49,325 |
| LMP CAP & INCOME FUND | $16,908 | $24,080 |
| TORTOISE CAP SER TR ETF POWER & ENERGY TPZ | $50,371 | $33,308 |
| VIRTUS TOTAL RETURN FD INC ZTR | $92,978 | $61,641 |
| VOYA GLOBAL EQUITY DIV & PREM OPP FD IGD | $39,046 | $17,344 |
| RITHM CAPITAL CORP RITM | $356,162 | $303,457 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL PROMENADE LLC | Desc |
| BOY Book Value | $114,662 | BOYBookValueAmt |
| EOY Book Value | $134,693 | EOYBookValueAmt |
| EOYFMV | $140,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $0 | $0 |
| OFFICE EXPENSE | $377 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP - ROYAL PROMENADE EIN: 13-4119440 | Desc |
| Revenue And Expenses Per Books | $40,956 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $40,956 | NetInvestmentIncomeAmt |