JFI CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2021-08-11
- IRS object ID
- 202122239349100317
- 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
- Form 990-PF
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-08-11T13:25:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSCHANSKI & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFIC | BusinessNameControlTxt |
| Phone | 9544542384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THREE ISLAND BLVD 307B | AddressLine1Txt |
| City | HALLANDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2021-08-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,160,379 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $51,154 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $51,154 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$30,529 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $87,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,625 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,154 | 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 |
| Other Expenses Rev And Expnss | $26,281 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $9,762 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,281 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,762 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $309,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $309,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,254 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $319,735 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$315,629 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,154 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $608,909 | CashBOYAmt |
| Cash EOY | $252,926 | CashEOYAmt |
| Cash EOYFMV | $252,926 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,315,090 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,440,542 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,440,542 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $256,455 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $364,406 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $364,406 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $75,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $75,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $75,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $382,424 | CorporateStockBOYAmt |
| Corporate Stock EOY | $264,375 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,505 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,712,878 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,397,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,160,379 | 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 | $6,712,878 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,397,249 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,712,878 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,397,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,712,878 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,397,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,712,878 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$315,629 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,397,249 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,397,249 | 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 |
|---|---|---|---|---|---|---|---|
| ZIOP | P | 2015-06-09 | 2019-06-06 | $84,084 | $98,254 | -$14,170 | -$14,170 |
| AQB | P | 2017-01-19 | 2019-06-05 | $3,436 | $19,795 | -$16,359 | -$16,359 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$30,529 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $356,037 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,186,614 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,649,460 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.007765 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,284 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,000,954 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.002920 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $405,803 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,159,501 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044304 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,456,289 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,507,406 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.138596 | DistributionYr5Rt |
| Total Distribution | 0.251135 | TotalDistributionRt |
| Average Distribution | 0.050227 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,328,508 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $317,862 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $512 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $318,374 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $319,735 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $512 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $512 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,899 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,899 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,387 | OverpaymentAmt |
| Applied To ES Tax | $1,387 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544542384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THREE ISLAND BLVD 307B | AddressLine1Txt |
| City | HALLANDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | Yes (1) | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| YOSSEF INY | ||||||||
| 16 REGAL CT | LAKEWOOD | NJ | 08701 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| DAVID INY | ||||||||
| 3400 OLYMPIA AVE | BALTIMORE | MD | 21215 | TRUSTEE | 5.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $322,573 | Expenses1Amt |
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 | $63,623 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,921,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $439,406 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,424,881 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,424,881 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $96,373 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,328,508 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $316,425 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $316,425 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $512 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $512 | TotalTaxAmt |
| Distributable Before Adj | $315,913 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $315,913 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $315,913 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $319,735 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $319,735 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $512 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $319,223 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $315,913 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $308,561 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $319,735 | QualifyingDistributionsAmt |
| Applied To Year1 | $308,561 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,174 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $304,739 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BAIS YAAKOV HIGH SCHOOL | ||||||||||
| 728 SHREWSBURY AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| BAIS KAILA | ||||||||||
| 1 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | |||
| BEIT MEDRASH NETIVE EZRA | ||||||||||
| 1930 HALLANDALE BLVD | HALLANDALE | FL | 33009 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $539 | |||
| BEIT YAAKOV OZ VEHADAR | ||||||||||
| 41-61 HENRY ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 | |||
| BET MEDRASH TORAT CHAIM | ||||||||||
| 721 AUTH AVE | OAKHURST | NJ | 07755 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| CHASDEI YITZCHOK | ||||||||||
| 5109 18TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| CONGREGATION BNEI YESHIVA | ||||||||||
| 728 SHREWSBURY AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $352 | |||
| KEREN EZRA | ||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,001 | ISRAEL | ISRAEL | IS | ||||
| KHAL BNEI TORAH | ||||||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $225,303 | |||
| LAKEWOOD CHEDER SCHOOL | ||||||||||
| 725 VASSAR AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $6,500 | |||
| MOSDOS ZOS LYAAKOV | ||||||||||
| LAKEWOOD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,000 | |||
| RENEWAL | ||||||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| MIDRASH BET NASI | ||||||||||
| 1716 E 7TH ST | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| SEPHARDIC TORAH CENTER | ||||||||||
| 213 LENOX AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,351 | |||
| OHR HAMIZRACH | ||||||||||
| 6813 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $180 | |||
| SYNAGOGUE OF DEAL | ||||||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $403 | |||
| VARIOUS 501(C)(3) ORGANIZATIONS | ||||||||||
| VARIOUS | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $740 | |||
| TIFERES BAIS YAAKOV | ||||||||||
| 613 OAK ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| YESHIVA ATERET TORAH | ||||||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | |||
| TIFERET RABBI AKIVA | ||||||||||
| 2687 RIVERSIDE AVE | MERRICK | NY | 11566 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $36,000 | |||
| YESHIVA HEICHAL HATORAH | ||||||||||
| 3323 RICHMOND AVE | STATEN ISLAND | NY | 10312 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 | |||
| YESHIVA GEDOLA OF PASSAIC | ||||||||||
| 181 PENNINGTON AVE | PASSAIC | NJ | 07055 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 | |||
| YESHIVA AMELEY TORAH | ||||||||||
| LAKEWOOD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $309,973 | 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 | $51,154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$30,529 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $20,625 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,625 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | CORRECTIVE ACTION TAKEN | IdentifierTxt |
| Form And Line Reference | FORM 4720 LINE B | FormAndLineReferenceDesc |
| Medium Explanation | FOUNDATION MANAGER, JOSEPH INY, IS DECEASED. THIS LOAN HAD BEEN INADVERTENT, AS MR. INY HAD BEEN ELDERLY. FOLLOWING HIS DEATH THE LOAN HAS BEEN REPAID, INCLUDING INTEREST. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SH LDK | $36,543 | $105 |
| INTREXON | $227,832 | $27,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES FOR CHARITABLE PURPOSE | $9,762 | $0 | $9,762 |
| BANK CHARGES | $18 | $0 | $0 |
| OFFICE EXPENSES | $3,288 | $0 | $0 |
| OTHER | $13,213 | $0 | $0 |
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