PBC FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
PBC FOUNDATION INC (EIN 82-3624656)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-08
IRS object ID
202123129349102062
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-08T15:11:51-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812950760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1389 INTERPACE PARKWAY STE 3AddressLine1Txt
CityPARSIPPANYCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07054ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823624656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PBC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPBCFBusinessNameControlTxt
Phone6466161601PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARBESFELD 82-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNINA ARBESFELDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone6466161601PhoneNum
Signature2021-11-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPNINAPersonFirstNm
Person LastARBESFELDPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P ROUDEPreparerPersonNm
PTINP00000803PTIN
Phone2126618640PhoneNum
Preparation2021-11-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,871,854FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$21,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$68,653DividendsRevAndExpnssAmt
Dividends Net Invst Incm$68,653DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,580NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$357,166GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$153,234CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$173,233TotalRevAndExpnssAmt
Total Net Invst Incm$221,887TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Expenses Rev And Expnss$1OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$81,650ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$81,650ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,651TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$81,650TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$91,582ExcessRevenueOverExpensesAmt
Net Investment Income$221,886NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,902CashBOYAmt
Cash EOY$12,902CashEOYAmt
Cash EOYFMV$12,902CashEOYFMVAmt
Sav And Temp Cash Invst BOY$57,437SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$229,593SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$229,593SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,252,181CorporateStockBOYAmt
Corporate Stock EOY$2,171,607CorporateStockEOYAmt
Corporate Stock EOYFMV$3,629,359CorporateStockEOYFMVAmt
Total Assets BOY$2,322,520TotalAssetsBOYAmt
Total Assets EOY$2,414,102TotalAssetsEOYAmt
Total Assets EOYFMV$3,871,854TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,322,520CapitalStockBOYAmt
Capital Stock EOY$2,414,102CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,322,520TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,414,102TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,322,520TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,414,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,322,520TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$91,582ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,414,102SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,414,102TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AVIS BUDGET GROUP COMP2020-03-182020-03-19$9,450$8,484$966$966
FIDELITY GROWTH DISCOVERY FUNDP2019-12-022020-03-13$23,136$25,000-$1,864-$1,864
HERTZ GLOBAL HLDGS INC COMP2020-01-012020-12-31$57,538$85,647-$28,109-$28,109
FIDELITY CONTRAFUNDP2018-09-282020-02-18$52,378$50,000$2,378$2,378
VANGUARD TAX MANAGEDCAP APPREC ADMIRALP2019-01-012020-03-02$103,786$34,801$68,985$68,985
CAPITAL GAINS DIVIDENDSP$110,878$110,878$110,878
FieldValueIRS element (for citing)
Capital Gain Net Income$153,234CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$3,084InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$3,084SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$3,084TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$18,610EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,610TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$15,526OverpaymentAmt
Applied To ES Tax$15,526AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNINA ARBESFELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6466161601PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PNINA ARBESFELD
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
DAVID ARBESFELD
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
MICHELLE ARBESFELD SALIG
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,846,389AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$108,915AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,955,304TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,955,304AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,330CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,910,974NetVlNoncharitableAssetsAmt
Minimum Investment Return$145,549MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$145,549MinimumInvestmentReturnAmt
Tax Based On Investment Income$3,084TaxBasedOnInvestmentIncomeAmt
Total Tax$3,084TotalTaxAmt
Distributable Before Adj$142,465DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$142,465DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$142,465DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$81,650ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$81,650QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$81,650AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$142,465DistributableAsAdjustedAmt
Undistributed Income PY$78,783UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$81,650QualifyingDistributionsAmt
Applied To Year1$78,783AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,867AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$139,598UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPNINA ARBESFELDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNINA ARBESFELDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127551800RecipientPhoneNum
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF MIGDAL OHR
1325 AVE OF THE AMERICASNEW YORKNY10019PUBLICGENRAL PURPOSE OF CHARITY$3,600
BAIS YAKOV OF QUEENS
124-50 METROPOLOTAN AVEJAMAICANY11415PUBLICGENRAL PURPOSE OF CHARITY$1,000
BEIT KENESET HANSI CENTRAL FUND
180 AMSTERDAM AVENEW YORKNY10023PUBLICGENERAL PURPOSE OF CHARITY$5,000
BETH MENACHEM
5801 15TH AVEBROOKLYNNY11219PUBLICGENRAL PURPOSE OF CHARITY$750
CENTRAL FUND BET KENESET HANASI
859 PENINSULA BLVDWOODMERENY11598PUBLICGENERAL PURPOSE OF CHARITY$1,800
CENTRAL FUND ISRAEL
461 CENTRAL AVECEDARHURSTNY11516PUBLICGENERAL PURPOSE OF CHARITY$5,000
CONGREGATION CARLEBACH
305 W 79TH STNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$10,000
CONGREGATION TIFERETH MOSHE
8306 ABINGDON RDKEW GARDENSNY11415PUBLICGENERAL PURPOSE OF CHARITY$500
CONGRGATION OHAB ZEDEK
118 W 95TH STREETNEW YORKNY10025PUBLICGENRAL PURPOSE OF CHARITY$10,000
CONGRGATION OHAV SHALOM
270 W 84TH STREETNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$2,000
DAT MINYAN
560 S MONACO PKWYDENVERCO80224PUBLICGENERAL PURPOSE OF CHARITY$1,400
DESTINY
10339 DAWSONS CREEK BLVDFORT WAYNEIN46825PUBLICGENERAL PURPOSE OF CHARITY$10,000
EMUNAH
500 7TH AVENEW YORKNY10018PUBLICGENERAL PURPOSE OF CHARITY$2,500
ITAMAR
282 SPOOK ROCK RDSUFFERNNY10901PUBLICGENERAL PURPOSE OF CHARITY$1,800
KAV L'NOAR
34B BROOK AVENUEPASSAICNJ07055PUBLICGENRAL PURPOSE OF CHARITY$6,000
LINCOLN SQUARE SYNAGOGUE
180 AMSTERDAM AVENEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$2,000
MANHATTAN JEWISH EXPERIENCE
131 W 86TH STREET 10TH FLOORNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$10,000
MIKVAH OF LOWER EAST SIDE
313 E BROADWAYNEW YORKNY10002PUBLICGENERAL PURPOSE OF CHARITY$500
NATIONAL JEWISH OUTREACH
989 6TH AVE 10NEW YORKNY10018PUBLICGENRAL PURPOSE OF CHARITY$2,800
OU ISRAEL
11 BROADWAYNEW YORKNY10004PUBLICGENERAL PURPOSE OF CHARITY$2,500
WEST SIDE INSTITUTIONAL SYNAGOGUE
120 W 76TH STREETNEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$2,000
YOUNG ISRAEL KEW GARDEN HILLS
70-11 150TH STKEW GARDENS HILLSNY11367PUBLICGENERAL PURPOSE OF CHARITY$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$81,650TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$68,653ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,580ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$152,233ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$152,233TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPNINA ARBESFELDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1ARBESFELD 82-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Total Contributions$21,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY CONTRA FUND$100,000$124,684
FIDELITY OTC PORT$200,000$303,805
FIDELITY BLUE CHIP GROWTH$325,000$564,587
MORGAN STANLEY GROWTH$150,000$289,275
ULTRA NASDAQ 100 PRO INVESTOR$325,000$670,581
T ROWE PRICE BLUE CHIP$350,000$549,570
BARONS PARTNERS FUND$125,000$317,068
BLACKROCK MIDCAP GROWTH$225,000$361,220
AKRE FOCUS FUND RETAIL$225,000$284,430
NEROTROPE INC$12,400$1,760
AMERICAN AIRLINES$23,843$23,655
AVIS BUDGET GROUP$31,951$37,300
DELTA AIRLINES$8,500$8,042
FEDEX CORP$15,475$25,962
MICROSOFT INC$46,688$55,605
SYNAPTOGENIX INC.$0$600
WYNDHAM DESTINATIONS INC$7,750$11,215

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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