NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202133199349106433
- 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
- Form 990-PF
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T14:20:02-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % N'VE SHALOM FOUNDATION INC | InCareOfNm |
| Business Name Control | NVES | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET Suite 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM SHALOM | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2125327911 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | SHALOM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HIRSHAN | PreparerPersonNm |
| PTIN | P00360623 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Preparation | 2021-11-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $2,328,816 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $66,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $66,676 | DividendsNetInvstIncmAmt |
| Net Rental Income Or Loss | $0 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $376 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $52,592 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $52,592 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $119,907 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,907 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $5,554 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,554 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $8,186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,186 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $252 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,740 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,684 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,684 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,676 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,740 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,934 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,769 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $111,167 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $527,437 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,597 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,597 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,300 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,300 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,300 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,529,191 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,500,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,501,919 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $11,727 | OtherAssetsBOYAmt |
| Other Assets EOY | $16,441 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $120,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,247,655 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,223,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,328,816 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,247,655 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,222,886 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,247,655 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,222,886 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,247,655 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,223,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,247,655 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,769 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,222,886 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,222,886 | 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 | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| .5 SHS OF TORTOISE ENERGY | P | 2019-01-29 | 2020-05-01 | $6 | $6 | $6 |
| CAPITAL GAIN DIVIDENDS | P | $370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,545 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,545 | SubtotalAmt |
| Tax Based On Investment Income | $1,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,462 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,862 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $8,317 | OverpaymentAmt |
| Applied To ES Tax | $8,317 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125327911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET SUITE 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||||
| 3 EAST 54TH STREET | NEW YORK | NY | 10022 | PRES. & TREAS. | 0 | $0 | $0 | $0 |
| ISAAC G SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | SECRETARY | 0 | $0 | $0 | $0 |
| WILLIAM SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | V.P. | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,489,041 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $540,552 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $124,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,153,893 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,153,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,308 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,121,585 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,079 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,079 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,545 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,545 | TotalTaxAmt |
| Distributable Before Adj | $104,534 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $104,534 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $104,534 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,934 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $130,934 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,534 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $75,501 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,228 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,101 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $111,830 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,934 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $104,534 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,400 | RemainingDistriFromCorpusAmt |
| Total Corpus | $138,230 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $75,501 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,729 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,228 | ExcessFromYear4Amt |
| Excess From Year3 | $7,101 | ExcessFromYear3Amt |
| Excess From Current Year | $26,400 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OZAR HATORAH INC | ||||||||
| 411 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL | $25,000 | |
| AMERICAN FRIENDS OF MERKAZ HATORAH | ||||||||
| 10 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $5,000 | |
| SAFE FOUNDATION INC | ||||||||
| PO BOX 230060 | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $7,000 | |
| KEREN HAYESHIVOT TRUST | ||||||||
| 1616 E 10TH ST | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $4,100 | |
| YESHIVAT OR HACHAIM OF LAKEWOOD | ||||||||
| 301 ESSEX AVE | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITY | $1,001 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | CHARITY | $35,000 | |
| MESORAH HERITAGE FOUNDATION | ||||||||
| 313 REGINA AVE | RAHWAY | NJ | 07065 | NONE | PC | CHARITY | $2,600 | |
| SEPHARDIC FOOD FUND | ||||||||
| 8 WEST 40TH STREET 4TH FL | NEW YORK | NY | 10018 | NONE | PC | CHARITY | $1,800 | |
| CONGREGATION BEIT YOSEF OF DEAL INC | ||||||||
| 108 NORWOOD AVENUE | DEAL | NJ | 07723 | NONE | PC | CHARITY | $3,600 | |
| BET YAAKOV OF JERSEY SHORE | ||||||||
| 200 WALLM STRET | WEST LONG BRANCH | NJ | 07764 | NONE | PC | CHARITY | $5,001 | PO BOX 577 |
| YESHIVAT KETER TORAH | ||||||||
| 5 MERIDIAN ROAD | EATONTOWN | NJ | 07724 | NONE | PC | CHARITY | $5,000 | |
| MIRRER YESHIVA CENTRAL INSTITUTE | ||||||||
| 1791-95 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $6,200 | |
| HATZOLAH AIR | ||||||||
| 78-32 138TH STREET | FLUSHING | NY | 11367 | NONE | PC | CHARITY | $5,200 | |
| MANHATTAN HIGH SCHOOL FOR GIRLS | ||||||||
| 154 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | CHARITY | $1,800 | |
| YESHIVAT HECHAL SHEMUEL | ||||||||
| 1532 EAST 10TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITY | $1,800 | |
| SAVE A CHILD'S HEART | ||||||||
| PO BOX 59172 | POTOMAC | MD | 20859 | NONE | PC | CHARITY | $5,000 | |
| YAD YOSEF | ||||||||
| 1036 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | PC | CHARITY | $1,800 | |
| YESHIVA ATERET TORAH | ||||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $5,001 | |
| BET MIDRASH OHEL TORAH OF LAKEWOOD | ||||||||
| 1126 CAROLINA ST | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITY | $5,001 | |
| SHIVAT ZION TORAH CENTER | ||||||||
| 1586 EAST 13TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITY | $3,600 | |
| JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| PO BOX 96594 | WASHINGTON | DC | 20090 | NONE | PC | CHARITY | $180 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $130,684 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $66,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $52,592 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $376 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $119,907 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,907 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BONDS | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN TOTAL DYNAMIC DIV FD | $156,957 | $51,905 |
| VOYA GLOBAL EQ DIV & PRM OPP | $40,200 | $16,704 |
| VISA INC | $4,400 | $87,492 |
| TWO HARBORS INVT CORP | $91,726 | $36,698 |
| KINDER MORGAN INC DEL | $36,103 | $13,574 |
| NEW RESIDENTIAL INVT COR | $356,162 | $278,519 |
| APPLE INC | $72,611 | $310,495 |
| JPMORGAN CHASE & CO. | $21,973 | $47,651 |
| LMP CAP & INCOME FUND | $16,908 | $16,310 |
| MACY'S INC | $17,966 | $5,625 |
| MICROSOFT CORP. | $13,230 | $53,381 |
| NIKE INC. CLASS B | $15,077 | $35,367 |
| ARES CAPITAL CORP | $84,220 | $86,139 |
| CENTURYLINK INC. | $83,938 | $33,150 |
| PENNYMAC MORTGAGE INVEST TRUST | $126,012 | $137,642 |
| STARWOOD PROPERTY TRUST INC. | $134,432 | $120,529 |
| VIRTUS TOTAL RETURN FUND INC. | $97,897 | $92,357 |
| CHIMERA INVESTMENT CORP | $59,773 | $40,590 |
| MARATHON PETROLEUM CORP | $18,685 | $27,008 |
| TORTOISE ENERGY | $52,278 | $10,783 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL PROMENADE LLC | Desc |
| BOY Book Value | $11,727 | BOYBookValueAmt |
| EOY Book Value | $16,441 | EOYBookValueAmt |
| EOYFMV | $120,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FILING FEES | $250 | $250 | |
| MISCELLANEOUS | $2 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM PARTNERSHIP-ROYAL PROMENADE | ||
| EIN: 13-4119440 | $52,592 | $52,592 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTES RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $4,300 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAXES | $3,097 | $3,097 |
| FEDERAL TAXES | $5,000 | |
| FOREIGN TAXES | $89 | $89 |