A & H SHAMAH FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- A & H SHAMAH FAMILY FOUNDATION INC (EIN 47-2425815)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-09-15
- IRS object ID
- 202132589349100808
- 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
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-15T10:46:33-05:00 | ReturnTs |
| Tax Period End | 2020-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464133700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LM COHEN & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 FIFTH AVENUE 12TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472425815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A&H SHAMAH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | A&HS | BusinessNameControlTxt |
| Phone | 9178926111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET 802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SHAMAH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9178926111 | PhoneNum |
| Signature | 2021-09-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEE M COHEN CPA | PreparerPersonNm |
| PTIN | P00057568 | PTIN |
| Phone | 2129672300 | PhoneNum |
| Preparation | 2021-09-09 | 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 | $4,554,629 | 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 |
| Dividends Rev And Expnss | $142,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $135,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $15,059 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,022,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $15,059 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $39,090 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $196,349 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $150,886 | 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 |
| Interest Rev And Expnss | $37 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $37 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,119 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $73,583 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $66,083 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,370 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $453,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $453,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $560,639 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,370 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$364,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $84,516 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $176,422 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $105,348 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $105,348 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $81,367 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl BOY | $100,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,621,272 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,999,816 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,041,307 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $932,486 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $407,974 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $407,974 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,911,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,513,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,554,629 | 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 | $4,911,547 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,513,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,911,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,513,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,911,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,513,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,911,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$364,290 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,547,257 | SubtotalAmt |
| Other Decreases | $34,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,513,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (80 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| .573 SHS FJRLX | 2020-02-28 | 2020-09-11 | $7 | $7 | $0 | $0 |
| 116.418 SHS FJRLX | 2020-06-30 | 2020-09-11 | $1,397 | $1,388 | $9 | $9 |
| 119.017 SHS FJRLX | 2020-04-30 | 2020-09-11 | $1,428 | $1,393 | $35 | $35 |
| 122.613 SHS EIFAX | 2019-12-19 | 2020-02-28 | $1,291 | $1,312 | -$21 | -$21 |
| 12531.328 SHS LBNYX | 2019-01-09 | 2019-11-13 | $100,000 | $94,862 | $5,138 | $5,138 |
| 129.448 SHS FJRLX | 2020-05-29 | 2020-09-11 | $1,553 | $1,530 | $23 | $23 |
| 130.505 SHS FLTRX | 2020-06-30 | 2020-07-21 | $1,471 | $1,471 | $0 | $0 |
| 131.201 SHS FLTRX | 2020-05-29 | 2020-07-21 | $1,479 | $1,469 | $10 | $10 |
| 131.322 SHS FLTRX | 2020-04-30 | 2020-07-21 | $1,480 | $1,438 | $42 | $42 |
| 13513.514 SHS LAHYX | 2019-01-09 | 2019-11-13 | $100,000 | $96,216 | $3,784 | $3,784 |
| 138546.188 SHS LLDYX | 2020-02-28 | 2020-03-25 | $530,632 | $586,050 | -$55,418 | -$55,418 |
| 1404.494 SHSH LAHYX | 2020-07-21 | 2020-10-27 | $10,000 | $9,775 | $225 | $225 |
| 142182.868 SHS LLDYX | 2020-02-28 | 2020-03-12 | $587,215 | $601,434 | -$14,219 | -$14,219 |
| 147.991 SHS LUBYX | 2020-06-30 | 2020-09-11 | $1,486 | $1,483 | $3 | $3 |
| 1494.396 SHS LBNYX | 2020-07-21 | 2020-10-27 | $12,000 | $11,791 | $209 | $209 |
| 15038.079 SHS FJRLX | 2020-02-28 | 2020-09-11 | $180,457 | $178,051 | $2,406 | $2,406 |
| 158.71 SHS FJRLX | 2020-02-28 | 2020-09-11 | $1,905 | $1,879 | $26 | $26 |
| 166.285 SHS EILDX | 2020-03-31 | 2020-07-21 | $1,350 | $1,347 | $3 | $3 |
| 167.034 SHS NPSRX | 2020-01-31 | 2020-02-28 | $2,882 | $2,957 | -$75 | -$75 |
| 167.62 SHS NPSRX | 2019-12-31 | 2020-02-28 | $2,891 | $2,943 | -$52 | -$52 |
| 177.902 SHS EILDX | 2020-06-30 | 2020-07-21 | $1,445 | $1,446 | -$1 | -$1 |
| 179.409 SHS NPSRX | 2019-11-29 | 2020-02-28 | $3,095 | $3,125 | -$30 | -$30 |
| 18483.209 SHS LUBYX | 2020-03-12 | 2020-07-21 | $185,387 | $184,278 | $1,109 | $1,109 |
| 187.793 SHS LUBYX | 2020-05-29 | 2020-09-11 | $1,885 | $1,876 | $9 | $9 |
| 191.052 SHS LUBYX | 2020-03-26 | 2020-07-21 | $1,916 | $1,868 | $48 | $48 |
| 19204.833 SHS FLTRX | 2020-04-02 | 2020-07-21 | $216,438 | $207,988 | $8,450 | $8,450 |
| 19326.536 SHS FJRLX | 2020-04-02 | 2020-09-11 | $231,918 | $221,482 | $10,436 | $10,436 |
| 199.873 SHS EILDX | 2020-05-29 | 2020-07-21 | $1,623 | $1,625 | -$2 | -$2 |
| 201.715 SHS EILDX | 2020-04-30 | 2020-07-21 | $1,638 | $1,640 | -$2 | -$2 |
| 204.246 SHS FAGIX | 2019-12-31 | 2020-02-28 | $2,006 | $2,094 | -$88 | -$88 |
| 205.808 SHS FAGIX | 2020-01-31 | 2020-02-28 | $2,021 | $2,095 | -$74 | -$74 |
| 206.774 SHS FAGIX | 2019-11-29 | 2020-02-28 | $2,031 | $2,090 | -$59 | -$59 |
| 216.535 SHS FAGIX | 2019-12-27 | 2020-02-28 | $2,126 | $2,222 | -$96 | -$96 |
| 218.72 SHS LUBYX | 2020-04-30 | 2020-09-11 | $2,196 | $2,176 | $20 | $20 |
| 2240.896 SHS NPSRX | 2019-01-09 | 2020-02-21 | $40,000 | $35,922 | $4,078 | $4,078 |
| 22844.294 SHS EILDX | 2020-04-02 | 2020-07-21 | $185,496 | $185,496 | $0 | $0 |
| 2358.491 SHS NPSRX | 2020-07-21 | 2020-10-27 | $40,000 | $38,820 | $1,180 | $1,180 |
| 254.708 SHS LBNYX | 2019-12-31 | 2020-02-28 | $2,056 | $2,061 | -$5 | -$5 |
| 263.811 SHS LBNYX | 2020-01-31 | 2020-02-28 | $2,129 | $2,147 | -$18 | -$18 |
| 270.672 SHS FAGIX | 2019-12-03 | 2020-02-28 | $2,658 | $2,718 | -$60 | -$60 |
| 273.074 SHS LLDYX | 2020-02-28 | 2020-03-12 | $1,128 | $1,155 | -$27 | -$27 |
| 278.368 SHS LBNYX | 2019-11-29 | 2020-02-28 | $2,246 | $2,227 | $19 | $19 |
| 284.69 SHS EIFAX | 2020-01-31 | 2020-02-28 | $2,998 | $3,055 | -$57 | -$57 |
| 286.832 SHS EIFAX | 2019-11-29 | 2020-02-28 | $3,020 | $3,032 | -$12 | -$12 |
| 289.625 SHS EIFAX | 2019-12-31 | 2020-02-28 | $3,050 | $3,105 | -$55 | -$55 |
| 31572.77 SHS NPSRX | 2019-07-15 | 2020-02-28 | $544,630 | $538,000 | $6,630 | $6,630 |
| 34925.629 SHS FJRLX | 2020-02-28 | 2020-07-21 | $418,060 | $413,519 | $4,541 | $4,541 |
| 3502.244 SHS NPSRX | 2019-01-09 | 2020-02-28 | $60,414 | $56,141 | $4,273 | $4,273 |
| 3734.827 SHS EIFAX | 2019-01-09 | 2020-02-21 | $40,000 | $40,037 | -$37 | -$37 |
| 3792.415 SHS FAGIX | 2020-07-21 | 2020-10-27 | $38,000 | $37,014 | $986 | $986 |
| 383.446 SHS LAHYX | 2019-12-31 | 2020-02-28 | $2,814 | $2,887 | -$73 | -$73 |
| 3861.004 SHS FAGIX | 2020-01-09 | 2020-02-21 | $40,000 | $36,448 | $3,552 | $3,552 |
| 39973.625 SHS LUBYX | 2020-04-02 | 2020-09-11 | $401,335 | $394,140 | $7,195 | $7,195 |
| 402.145 SHS LAHYX | 2020-01-31 | 2020-02-28 | $2,952 | $3,012 | -$60 | -$60 |
| 408528.129 SHS LUBYX | 2020-03-12 | 2020-07-21 | $406,497 | $404,065 | $2,432 | $2,432 |
| 416.699 SHS LAHYX | 2019-11-29 | 2020-02-28 | $3,059 | $3,084 | -$25 | -$25 |
| 4854.369 SHS LBNYX | 2019-01-09 | 2020-02-21 | $40,000 | $36,748 | $3,252 | $3,252 |
| 491.957 SHS LLDYX | 2020-03-02 | 2020-03-25 | $1,884 | $2,081 | -$197 | -$197 |
| 50837.989 SHS EIFAX | 2019-07-15 | 2020-02-28 | $535,324 | $546,000 | -$10,676 | -$10,676 |
| 5270.092 SHS LAHYX | 2019-01-09 | 2020-02-21 | $40,000 | $37,523 | $2,477 | $2,477 |
| 53373.016 SHS FAGIX | 2019-07-15 | 2020-02-28 | $524,123 | $538,000 | -$13,877 | -$13,877 |
| 54041.512 SHS FLTRX | 2020-02-28 | 2020-07-21 | $609,048 | $613,912 | -$4,864 | -$4,864 |
| 54717.688 SHS LUBYX | 2020-03-25 | 2020-07-21 | $548,818 | $535,139 | $13,679 | $13,679 |
| 5758.029 SHS FAGIX | 2019-01-09 | 2020-02-28 | $56,544 | $54,356 | $2,188 | $2,188 |
| 5763.689 SHS NPSRX | 2019-01-09 | 2019-11-13 | $100,000 | $92,392 | $7,608 | $7,608 |
| 6.295 SHS FAGIX | 2019-12-03 | 2020-02-28 | $62 | $63 | -$1 | -$1 |
| 6002.092 SHS EIFAX | 2019-01-09 | 2020-02-28 | $63,202 | $64,342 | -$1,140 | -$1,140 |
| 66749.38 SHS LBNYX | 2019-07-15 | 2020-02-28 | $538,668 | $538,000 | $668 | $668 |
| 684.83 SHS LLDYX | 2020-03-02 | 2020-03-25 | $2,623 | $2,897 | -$274 | -$274 |
| 6980.812 SHS LBNYX | 2019-01-09 | 2020-02-21 | $56,335 | $52,845 | $3,490 | $3,490 |
| 7122.921 SHS LAHYX | 2019-01-09 | 2020-02-28 | $52,282 | $50,715 | $1,567 | $1,567 |
| 71675.532 SHS LAHYX | 2019-07-15 | 2020-02-28 | $526,098 | $539,000 | -$12,902 | -$12,902 |
| 74.775 SHS LUBYX | 2020-03-31 | 2020-07-21 | $750 | $737 | $13 | $13 |
| 7469.655 SHS EIFAX | 2019-01-09 | 2020-02-14 | $80,000 | $80,075 | -$75 | -$75 |
| 75170.994 SHS EILDX | 2020-02-28 | 2020-07-21 | $610,388 | $608,885 | $1,503 | $1,503 |
| 7589.534 SHS LUBYX | 2020-04-02 | 2020-09-11 | $76,123 | $74,833 | $1,290 | $1,290 |
| 95.253 SHS FJRLX | 2020-03-31 | 2020-09-11 | $1,143 | $1,092 | $51 | $51 |
| 97.647 SHS FLTRX | 2020-03-31 | 2020-07-21 | $1,100 | $1,072 | $28 | $28 |
| 9920.635 SHS FAGIX | 2019-01-09 | 2019-11-13 | $100,000 | $93,651 | $6,349 | $6,349 |
| PASSTHRU GAIN FROM RZSS HOLDINGS LLC | 2019-01-01 | 2020-10-31 | $18,597 | $18,597 | $18,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $15,059 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $351,309 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,487,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.100742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $179,062 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,003,887 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.029824 | DistributionYr2Rt |
| Total Distribution | 0.130566 | TotalDistributionRt |
| Average Distribution | 0.065283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,786,651 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $247,204 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $248,049 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $453,900 | 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 | $845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $905 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,905 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,060 | OverpaymentAmt |
| Applied To ES Tax | $2,060 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | ALAN SHAMAH | IndividualWithBooksNm |
| Phone | 9178926111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 WEST 33RD STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 0 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| HELENE SHAMAH | ||||||||
| 949 EAST 8TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSEPH SHAMAH | ||||||||
| 1393 EAST 7TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 0.10 | $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 | $3,690,331 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,985 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,844,316 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,844,316 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,665 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,786,651 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $189,333 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $189,333 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $845 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $6,424 | IncomeTaxAmt |
| Total Tax | $7,269 | TotalTaxAmt |
| Distributable Before Adj | $182,064 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,064 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,064 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $453,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $453,055 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,064 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $71,733 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $453,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $71,733 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,064 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $200,103 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $200,103 | 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 | $200,103 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $200,103 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ALAN SHAMAH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARKAI FOUNDATION | |||||||||||
| 5302 21ST AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSES | $200,000 | ||||
| YESHIVAH OF FLATBUSH | |||||||||||
| 919 EAST 10TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSES | $90,000 | ||||
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE PURPOSES | $75,000 | ||||
| THE UNION OF ORTHODOX JEWISH CONGREGATIONS | |||||||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | NONE | PC | CHARITABLE PURPOSES | $25,000 | ||||
| THE GENESIS FOUNDATION | |||||||||||
| 500 PARK AVENUE 4FL | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE CONTRIBUTIONS | $15,000 | ||||
| OHR TORAH STONE | |||||||||||
| 49 W 45H ST 701 | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE PURPOSES | $7,500 | ||||
| SEPAHRDIC COMMUNITY ALLIANCE | |||||||||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITABLE PURPOSES | $4,300 | ||||
| THE ROYAL PORTFOLIO | |||||||||||
| NONE | PC | CHARITABLE PURPOSES | $1,100 | 25 PROTEA RD | CLAREMONT | CAPE TOWN | SF | ||||
| CHAI LIFELINE | |||||||||||
| 151 W 30TH STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE PURPOSES | $36,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $453,900 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $142,200 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 624410 | BusinessCd |
| Unrelated Business Taxbl Incm | $39,090 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $15,059 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,090 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $157,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,349 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 68044.563 SHS EIFAX | $801,939 | $814,887 |
| 72912.684 SHSH FAGIX | $800,855 | $800,502 |
| 911115.889 HS LBNYX | $803,284 | $808,312 |
| 97582.059 SHS LAHYX | $801,544 | $807,603 |
| 43079.599 SHS NPSRX | $792,194 | $810,003 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTION RECEIVABLE | Desc |
| EOY Book Value | $407,974 | EOYBookValueAmt |
| EOYFMV | $407,974 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSET ADJUSTMENT | Desc |
| Amt | $34,119 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $68,447 | $60,947 | $0 |
| PASSTHROUGH DEDUCTIONS | $5,136 | $5,136 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH INCOME | Desc |
| Revenue And Expenses Per Books | $39,090 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $30,619 | $0 | $0 |
| NY STATE TAXES | $2,500 | $250 | $0 |
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