ALLEN I GROSS CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALLEN I GROSS CHARITABLE FOUNDATION (EIN 11-2906887)
- Tax period
- 2019-12-01 to 2020-11-30
- Filed
- 2021-10-15
- IRS object ID
- 202122889349100607
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-15T09:57:54-05:00 | ReturnTs |
| Tax Period End | 2020-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112906887 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLEN I GROSS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALLE | BusinessNameControlTxt |
| Phone | 2128374602 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO GFI 140 BROADWAY 41ST FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLEN I GROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2128374602 | PhoneNum |
| Signature | 2021-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALAN MARK BOTWINICK | PreparerPersonNm |
| PTIN | P00841433 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2021-10-14 | PreparationDt |
| 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 | $12,232,333 | 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 | $274,751 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $274,751 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$172,027 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,246,161 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $171,694 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $343,721 | 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 | $941 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $941 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,353 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,353 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,984 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,984 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,115 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $100,393 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,512 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,512 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $470,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $370,512 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,211 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $243,288 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $989,479 | CashBOYAmt |
| Cash EOY | $3,958,640 | CashEOYAmt |
| Cash EOYFMV | $3,958,640 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,070,398 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,782,198 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,782,198 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,909,767 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,491,495 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,491,495 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,969,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,232,333 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,232,333 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,969,644 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,232,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,969,644 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,232,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,969,644 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,232,333 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,969,644 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,211 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,670,433 | SubtotalAmt |
| Other Decreases | $438,100 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,232,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,693,763 | $1,674,806 | $18,957 | $18,957 |
| PUBLICLY TRADED SECURITIES | P | $6,548,005 | $6,743,382 | -$195,377 | -$195,377 |
| CAPITAL GAINS DIVIDENDS | P | $4,393 | $4,393 | $4,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$172,027 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $674,460 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,667,394 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063226 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $854,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,132,437 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.076725 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $942,681 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,696,415 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.080596 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $535,006 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,137,900 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048035 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $825,307 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,560,817 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060860 | DistributionYr5Rt |
| Total Distribution | 0.329442 | TotalDistributionRt |
| Average Distribution | 0.065888 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,815,126 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $580,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,433 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $583,244 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $370,512 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,866 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,866 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $57 | EsPenaltyAmt |
| Overpayment | $1,077 | OverpaymentAmt |
| Applied To ES Tax | $1,077 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128374602 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GFI 140 BROADWAY 41ST FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ALLEN I GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| EDITH GROSS | ||||||||
| 1345 EAST 27TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| BRIAN GROSS | ||||||||
| 2822 AVE L | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| JONATHAN GROSS | ||||||||
| 1224 EAST 24TH ST | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CAROLYN WEISER | ||||||||
| 1368 EAST 26TH STREET | BROOKLYN | NY | 11210 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ZAHAVA HURWITZ | ||||||||
| 1360 EAST 28TH STREET | BROOKLYN | NY | 11210 | 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 |
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 | $5,909,444 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,039,922 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,949,366 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,949,366 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $134,240 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,815,126 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $440,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $440,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,866 | TotalTaxAmt |
| Distributable Before Adj | $435,890 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $435,890 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $435,890 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $370,512 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $370,512 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $370,512 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $435,890 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $239,754 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $147,083 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $386,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $370,512 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $370,512 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $65,378 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $65,378 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $321,459 | 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 | $321,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $174,376 | ExcessFromYear2Amt |
| Excess From Year1 | $147,083 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL BAIS BINYOMIN | ||||||||||
| 2913 EAST 15 AVENUE L | BROOKLYN | NY | 11210 | CHARITY | $12,500 | |||||
| AGUDIST BENEVOLENT SOCIETY | ||||||||||
| 1769 46TH STREET | BROOKLYN | NY | 11201 | CHARITY | $115 | |||||
| AHIEZER | ||||||||||
| 334 CENTRAL AVENUE | LAWRENCE | NY | 11559 | CHARITY | $1,000 | |||||
| AISH CENTER | ||||||||||
| 505 8TH AVE | NEW YORK | NY | 10018 | CHARITY | $7,400 | |||||
| AISH JERUSALEM | ||||||||||
| 915 CLIFTON AVE | CLIFTON | NJ | 07013 | CHARITY | $125,000 | |||||
| ALZHEIMERS ASSOCIATION | ||||||||||
| PO BOX 96011 | WASHINGTON | DC | 20090 | CHARITY | $50 | |||||
| AMUDIM COMMUNITY RESOURCES INC | ||||||||||
| 11 BROADWAY 1076 | NEW YORK | NY | 10004 | CHARITY | $5,180 | |||||
| BAIS YAAKOV D'RAV MEIR | ||||||||||
| 85 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | CHARITY | $27,000 | |||||
| BENSALEM OUTREACH CENTER | ||||||||||
| 2446 BROSTOL RD | BENSALEM | PA | 19020 | CHARITY | $180 | |||||
| BETH JACOB DAY SCHOOL | ||||||||||
| 85 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | CHARITY | $1,000 | |||||
| BETH OLATH | ||||||||||
| CHARITY | $180 | 525 COLDSTREAM AVE | TORONTO | ONTARIO | CA | M6B 2K7 | ||||
| BIKUR CHOLIM | ||||||||||
| 5612 11TH AVENUE | BROOKLYN | NY | 11219 | CHARITY | $780 | |||||
| BIRTHRIGHT ISRAEL | ||||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | CHARITY | $50 | |||||
| BNEI MOSHE | ||||||||||
| 6800 DRAKE RD | WEST BLOOMFIELD | MI | 48322 | CHARITY | $100 | |||||
| BONEI OLAM | ||||||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | CHARITY | $360 | |||||
| CENTRAL YESHIVA BETH YOSEF | ||||||||||
| 1502 AVENUE N | BROOKLYN | NY | 11230 | CHARITY | $100 | |||||
| CHAI LIFE LINE | ||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | CHARITY | $180 | |||||
| CHAI4EVER | ||||||||||
| 1221 MADISN AVE | LAKEWOOD | NJ | 08701 | CHARITY | $180 | |||||
| CONGREGATION AHAVAS YITZCHOK | ||||||||||
| 1044 E 13TH ST | BROOKLYN | NY | 11230 | CHARITY | $500 | |||||
| CONGREGATION YECHEZKEL SHRAGA | ||||||||||
| 5005 COLLINS AVENUE | MIAMI BEACH | FL | 33140 | CHARITY | $500 | |||||
| CURE CANAVAN FUND | ||||||||||
| 7014 13TH AVENUE SUITE 202 | BROOKLYN | NY | 11228 | CHARITY | $1,000 | |||||
| DAVIS MEMORIAL FUND | ||||||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | CHARITY | $36 | |||||
| DERECH HATORA - KIRYAT | ||||||||||
| 2810 NOSTRAND AVENUE | BROOKLYN | NY | 11229 | CHARITY | $180 | |||||
| EDUCATIONAL INSTITUTE OHOLEI TORAH | ||||||||||
| 667 EASTERN PKWY | BROOKLYN | NY | 11213 | CHARITY | $100 | |||||
| FRIENDS OF YAD SARAH | ||||||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | CHARITY | $180 | |||||
| FLATBUSH FUND | ||||||||||
| 1968 FLATBUSH AVE | BROOKLYN | NY | 11234 | CHARITY | $18,000 | |||||
| GUARDIANS OF THE SICK INC | ||||||||||
| 5216 11TH AVE | BROOKLYN | NY | 11219 | CHARITY | $180 | |||||
| HASC | ||||||||||
| 5902 14TH AVENUE | BROOKLYN | NY | 11219 | CHARITY | $100 | |||||
| HEBREW ACADEMY OF CLEVELAND | ||||||||||
| 1860 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | CHARITY | $180 | |||||
| HURUWITZ FAMILY FUND | ||||||||||
| 439 W KENNETH ROAD | GLENDALE | CA | 91202 | CHARITY | $10,000 | |||||
| JEP CAMP SCHOLORSHIP FUND | ||||||||||
| 110 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | CHARITY | $280 | |||||
| JEWISH CENTER FOR SPECIAL ED | ||||||||||
| 1760 53RD STREET | BROOKLYN | NY | 11204 | CHARITY | $1,000 | |||||
| KEREN YAAKOV ZEV | ||||||||||
| 132 NASSAU ST RM 300 | NEW YORK | NY | 10038 | CHARITY | $180 | |||||
| KIDS OF COURAGE | ||||||||||
| 445 CENTRAL AVE SUITE 216 | CEDARHURST | NY | 11516 | CHARITY | $500 | |||||
| KIMPITORIN AID | ||||||||||
| 1324 50TH STREET | BROOKLYN | NY | 11219 | CHARITY | $50 | |||||
| KOLEL SHOMREI HACHOMOS | ||||||||||
| 18 HEYWARD STREET | BROOKLYN | NY | 11249 | CHARITY | $360 | |||||
| KOLLEL BAIS HATORAH | ||||||||||
| BROOKLYN | BROOKLYN | NY | 11218 | CHARITY | $180 | |||||
| KOLLEL YAD CHAIM MORDECHAI | ||||||||||
| 2480 S GREEN RD | UNIVERSITY HEIGHTS | OH | 44122 | CHARITY | $50 | |||||
| KOLLEL SHOMRE HACHOMOS | ||||||||||
| 18 HEYWARD STREET | BROOKLYN | NY | 11249 | CHARITY | $180 | |||||
| KOLLEL ZICHRON MICHEL | ||||||||||
| 990 NE 175TH ST | MIAMI | FL | 33162 | CHARITY | $500 | |||||
| MAIMONIDES MEDICAL CENTER | ||||||||||
| 4802 10TH AVE | BROOKLYN | NY | 11219 | CHARITY | $25,000 | |||||
| MASORES BAIS YAAKOV | ||||||||||
| 1451 52ND ST A1 | BROOKLYN | NY | 11219 | CHARITY | $22,000 | |||||
| MATAN BSETAR BAMBI | ||||||||||
| 1667 54TH STREET | BROOKLYN | NY | 11204 | CHARITY | $50 | |||||
| MATNAS MICHOEL | ||||||||||
| BROOKLYN | BROOKLYN | NY | 11218 | CHARITY | $180 | |||||
| MESIVTA NETZACH HATORAH | ||||||||||
| 111 IRVING PLACE | WOODMERE | NY | 11598 | CHARITY | $19,750 | |||||
| MESORES BAIS YAAKOV | ||||||||||
| 1395 OCEAN AVE | BROOKLYN | NY | 11230 | CHARITY | $500 | |||||
| MIKVAH USA | ||||||||||
| 1451 52ND ST A1 | BROOKLYN | NY | 11219 | CHARITY | $360 | |||||
| MISASKIM | ||||||||||
| 5805 16TH AVE | BROOKLYN | NY | 11204 | CHARITY | $180 | |||||
| MOSDOS VERETZKY | ||||||||||
| 1102 AVENUE L | BROOKLYN | NY | 11230 | CHARITY | $500 | |||||
| MUSEUM OF JEWISH HERITEGE | ||||||||||
| 36 BATTERY PL | NEW YORK | NY | 10280 | CHARITY | $100 | |||||
| NSHEI AHAVAS CHESED | ||||||||||
| 1549 46TH ST | BROOKLYN | NY | 11219 | CHARITY | $180 | |||||
| OHEL | ||||||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 11204 | CHARITY | $500 | |||||
| OHEL AVRAHAM JEWISH STUDENT INFO CENTER | ||||||||||
| POB 95016 | PALATINE | IL | 60095 | CHARITY | $280 | |||||
| ORTHODOX UNION | ||||||||||
| 11 BROADWAY SUITE 1301 | NEW YORK | NY | 10004 | CHARITY | $280 | |||||
| PEYLIM LEV LACHIM | ||||||||||
| 1034 E 12TH ST | BROOKLYN | NY | 11230 | CHARITY | $540 | |||||
| PROJECT INSPIRE | ||||||||||
| 1407 BROADWAY SUITE 1703A | NEW YORK | NY | 10018 | CHARITY | $16,339 | |||||
| PROJECT RANANA | ||||||||||
| 1179 EAST 13TH STREET | BROOKLYN | NY | 11230 | CHARITY | $1,000 | |||||
| PROSPECT PARK YESHIVA | ||||||||||
| 1784 EAST 17TH STREET | BROOKLYN | NY | 11229 | CHARITY | $1,200 | |||||
| RCCS | ||||||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | CHARITY | $180 | |||||
| RIVKAH LAUFER BIKUR CHOLIM | ||||||||||
| 1406 57TH STREET | BROOKLYN | NY | 11219 | CHARITY | $180 | |||||
| SATMAR BIKUR CHOLOM | ||||||||||
| 545 BEDFORD AVENUE | BROOKLYN | NY | 11211 | CHARITY | $100 | |||||
| SHALSHELES BAIS YAAKOV | ||||||||||
| 1681 42ND ST | BROOKLYN | NY | 11204 | CHARITY | $500 | |||||
| SHARSHERET | ||||||||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | CHARITY | $50 | |||||
| SINAI ACADEMY | ||||||||||
| 2025 79TH STREET | BROOKLYN | NY | 11214 | CHARITY | $5,160 | |||||
| SYNAGOGUE OF CARRIAGE CLUB SOUTH INC | ||||||||||
| 5001 COLLINS AVE | MIAMI BEACH | FL | 33140 | CHARITY | $850 | |||||
| TRAVELLING CHASSIDIM | ||||||||||
| 7 WESTSIDE AVE | SPRING VALLEY | NY | 10977 | CHARITY | $2,500 | |||||
| TORAH COMMUNICATIONS CENTER | ||||||||||
| 1618 43RD STREET | BROOKLYN | NY | 11204 | CHARITY | $192 | |||||
| TORAH LIVE INC | ||||||||||
| 206A WYNATT STREET | LAKEWOOD | NJ | 08701 | CHARITY | $5,000 | |||||
| TORAH UMISORAH | ||||||||||
| 620 FOSTER AVENUE | BROOKLYN | NY | 11230 | CHARITY | $360 | |||||
| FRIENDS OF UNITED HATZALAH | ||||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | CHARITY | $180 | |||||
| UNITED STATES HOLOCAUST MUSEUM | ||||||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | CHARITY | $50 | |||||
| UNIVERSITY JEWISH EXPERIENCE | ||||||||||
| 3402 PINKNEY RD | BALTIMORE | MD | 21215 | CHARITY | $180 | |||||
| YAD MOISHE | ||||||||||
| 4706 12TH AVE | BROOKLYN | NY | 11218 | CHARITY | $360 | |||||
| YESHIVA CHASAN SOFER | ||||||||||
| 1705 49TH STREET | BROOKLYN | NY | 11204 | CHARITY | $1,000 | |||||
| YESHIVA CHOFETZ CHAIM | ||||||||||
| 1271 EAST 35TH ST | BROOKLYN | NY | 11218 | CHARITY | $500 | |||||
| YESHIVA KARLIN STOLIN | ||||||||||
| 1818 54TH STREET | BROOKLYN | NY | 11204 | CHARITY | $500 | |||||
| YESHIVA OF STATEN ISLAND | ||||||||||
| 1870 DRUMGOOLE ROAD EAST | STATEN ISLAND | NY | 10309 | CHARITY | $180 | |||||
| YESHIVA TIFERES YISROEL | ||||||||||
| 1271 EAST 35TH STREET | BROOKLYN | NY | 11210 | CHARITY | $36,500 | |||||
| YESHIVA TORAH VODAATH | ||||||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 11218 | CHARITY | $11,180 | |||||
| ZICHRON YAAKOV FOUNDATION | ||||||||||
| 101 KENTILE ROAD | SOUTH PLAINFIELD | NJ | 07080 | CHARITY | $180 | |||||
| ZICHRON SHLOMO REFUAH FUND | ||||||||||
| 1319 51ST ST | BROOKLYN | NY | 11219 | CHARITY | $100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,512 | 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 | $274,751 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,393 | ExclusionAmt |
| Related Or Exempt Function Incm | -$176,420 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $348,114 | ExclusionAmt |
| Related Or Exempt Function Incm | -$176,420 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $171,694 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | INVESTMENT INCOME IN ORDER TO BE ABLE TO ACCOMPLISH THE CHARITABLE |
| 8 | GOALS OF THE ORGANIZATION. |
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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $941 | Amt |
| Net Investment Income | $941 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT IN NOTE | $23,021 | $23,021 |
| UBS BROKERAGE ACCOUNTS | $4,759,177 | $4,759,177 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN SQUARE MILE PARTNERS | $18,723 | $17,550 | $17,550 |
| INVESTMENT | $1,891,044 | $3,473,945 | $3,473,945 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $438,100 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAVENDISH K-1 | Desc |
| Revenue And Expenses Per Books | $14,115 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $14,155 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT SERVICE CHARGES | $72,353 | $72,353 | $0 | $0 |
| FILING FEES | $0 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $11,654 | $11,654 | $0 | $0 |
| FOREIGN TAXES | $1,330 | $1,330 | $0 | $0 |
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