ADAR FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ADAR FOUNDATION (EIN 20-6607160)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202143169349103959
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T15:29:23-06:00 | 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 | 206607160 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ADAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ADAR FOUNDATION | InCareOfNm |
| Business Name Control | ADAR | BusinessNameControlTxt |
| Phone | 2126963410 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 COLUMBUS CIRCLE SUITE 2105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MENACHEM PINCK | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2126963410 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MENACHEM | PersonFirstNm |
| Person Last | PINCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARIE ARRIGO | PreparerPersonNm |
| PTIN | P00058583 | PTIN |
| Phone | 2129498700 | PhoneNum |
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 | $5,277,763 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,135,810 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,262 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,262 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,152,117 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,307 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $5,823 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,823 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,828 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,828 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $75 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $1,381 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $281 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,100 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $356 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,666,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,666,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,691,694 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $356 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,690,830 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,460,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,951 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $256,656 | CashBOYAmt |
| Cash EOY | $2,473,514 | CashEOYAmt |
| Cash EOYFMV | $2,473,514 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $20,566 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,160 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,160 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,192,621 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $80,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,192,621 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,192,621 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $326,819 | CorporateStockBOYAmt |
| Corporate Stock EOY | $326,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $537,659 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,920,384 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,734 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $51,159 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,650 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,650 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,650 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,606,075 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,066,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,277,763 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,000,000 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,000,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,606,075 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,066,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,606,075 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,606,075 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,066,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,606,075 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,460,423 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,066,498 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,066,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $222 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $222 | SubtotalAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $396 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $396 | TotalPaymentsAndCreditsAmt |
| Overpayment | $174 | OverpaymentAmt |
| Applied To ES Tax | $174 | 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 | MD | OrgReportOrRegisterStateCd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126963410 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 COLUMBUS CIRCLE SUITE 2105 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10019 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MENACHEM PINCK | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | VICE PRESIDENT | 5.0 | $0 | $0 | $0 |
| LAURIE PINCK | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | PRESIDENT | 0.25 | $0 | $0 | $0 |
| DAVID CAMHI | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | TREASURER | 0.5 | $0 | $0 | $0 |
| Leah Sholem | ||||||||
| 3 COLUMBUS CIRCLE SUITE 2105 | NEW YORK | NY | 10019 | SECRETARY | 20.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM RELATED LOAN TO OHAVEI TORAH, A NON-PROFIT ORGANIZATION REGISTERED IN THE STATE OF ISRAEL. SEE EXPENDITURE RESPONSIBILITY STATEMENT ATTACHED. | Description1Txt |
| Expenses1 | $2,142,621 | Expenses1Amt |
| Total | $2,142,621 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $433,608 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $677,503 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $308,259 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,419,370 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,419,370 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $21,291 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,398,079 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $69,904 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $69,904 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $222 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $222 | TotalTaxAmt |
| Distributable Before Adj | $69,682 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $69,682 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $69,682 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,690,830 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $2,142,621 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,833,451 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,833,451 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $69,682 | 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 | $4,833,419 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,814,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $2,631,467 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,931,209 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,433,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,643,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,833,451 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $69,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,763,769 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,407,698 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,833,419 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,574,279 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,814,554 | ExcessFromYear4Amt |
| Excess From Year3 | $2,631,467 | ExcessFromYear3Amt |
| Excess From Year2 | $2,931,209 | ExcessFromYear2Amt |
| Excess From Year1 | $2,433,280 | ExcessFromYear1Amt |
| Excess From Current Year | $3,763,769 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AF of Kiryat Chinuch Labonim Inc | ||||||||||||
| C/o Yacov Oelbaum 42 West 39th Stre | 4th Flr | New York | NY | 10018 | NONE | PC | GENERAL SUPPORT | $120,000 | ||||
| Af of Mosdos Keneses Yeshurun | ||||||||||||
| 268 Ridge Ave | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $45,000 | |||||
| Agudath Israel of Baltimore | ||||||||||||
| 6202 Park Heights Ave | Baltimore | MD | 21215 | NONE | PC | GENERAL SUPPORT | $11,500 | |||||
| Ahavas Yisrael Charity Fund | ||||||||||||
| 2705 Bartol Ave | Baltimore | MD | 21209 | NONE | PC | GENERAL SUPPORT | $19,000 | |||||
| American Friends of Beer Hatorah | ||||||||||||
| 8630 Fenton St | Silver Spring | MD | 20910 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| American Friends of Birchas Mordechai | ||||||||||||
| C/o Mrs Welder 15 Hershel Terrace | Monsey | NY | 10952 | NONE | PC | GENERAL SUPPORT | $173 | |||||
| American Friends of Hebron Yeshiva | ||||||||||||
| 1220 Broadway | New York | NY | 10001 | NONE | PC | GENERAL SUPPORT | $10,000 | |||||
| American Friends of Kahilas Kamenitz | ||||||||||||
| C/o Refael Gartner 2122 78th Street | Brooklyn | NY | 11214 | NONE | PC | GENERAL SUPPORT | $100,000 | |||||
| American Friends of Neveh Zion | ||||||||||||
| c/o David Nussbaum 623 Beach 8th St | Far Rockaway | NY | 11691 | NONE | PC | GENERAL SUPPORT | $80,000 | |||||
| American Friends of Yisa Bracha Inc | ||||||||||||
| 88 Whisper Ct | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $35,000 | |||||
| Bais Haknesses of Baltimore Inc | ||||||||||||
| 3120 Clarks Ln | Baltimore | MD | 21209 | NONE | PC | GENERAL SUPPORT | $3,500 | |||||
| Cong 3Pri Hooretz | ||||||||||||
| 5005 16TH AVE | Brooklyn | NY | 11204 | NONE | PC | GENERAL SUPPORT | $3,500 | |||||
| Congregation Ahavas Tzdokah Vchesed INC | ||||||||||||
| 1347 42nd St | Brooklyn | NY | 11219 | NONE | PC | GENERAL SUPPORT | $210,000 | |||||
| Congregation Machzikei Torah | ||||||||||||
| 3 Ralph Blvd | Monsey | NY | 10952 | NONE | PC | GENERAL SUPPORT | $1,000 | |||||
| Congregation Ohavei Torah | ||||||||||||
| 139 Carol St | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| Congregation Zichron Moshe | ||||||||||||
| 9 13th St | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $6,000 | |||||
| Congregation Zichron Refoel | ||||||||||||
| 309 Dewey Ave | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| Hakollel KS | ||||||||||||
| 45 Drake Rd | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| Jewish Teen Advancement Program | ||||||||||||
| 2704 Waco Ct | Baltimore | MD | 21209 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| Kollel D Baltimore | ||||||||||||
| 5835 Park Heights Ave | Baltimore | MD | 21215 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| Loving Healthy Vibrant Marriages Inc | ||||||||||||
| 3404 Olympia Ave | Baltimore | MD | 21215 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| Mesivta Yeshiva Rabbi Chaim Berlin | ||||||||||||
| Att Rabbi Fruchtlander 1585 Coney | Island Ave | Brooklyn | NY | 11230 | NONE | PC | GENERAL SUPPORT | $10,000 | ||||
| Mesorah Inc | ||||||||||||
| 10717 Meadowhill Road | Silver Spring | MD | 20901 | NONE | PC | GENERAL SUPPORT | $12,000 | |||||
| National Society for Hebrew Day | ||||||||||||
| 620 Foster Ave | Brooklyn | NY | 11230 | NONE | PC | GENERAL SUPPORT | $329,406 | |||||
| Netivos Olam | ||||||||||||
| C/o United Pearl Comp Att Mr Mark | 576 5th Ave Suite 801 | New York | NY | 10036 | NONE | PC | GENERAL SUPPORT | $2,000 | ||||
| Project Extreme | ||||||||||||
| 335 Central Avenue | Lawrence | NY | 11559 | NONE | PC | GENERAL SUPPORT | $15,000 | |||||
| Shaarei Zedek Congregation Yeshiva | ||||||||||||
| 12800 CHANDLER BLVD | Valley Village | CA | 91607 | NONE | PC | GENERAL SUPPORT | $5,500 | |||||
| shearith Israel Congregation | ||||||||||||
| 5835 Park Heights Ave | Baltimore | MD | 21215 | NONE | PC | GENERAL SUPPORT | $3,000 | |||||
| The Community Kollel | ||||||||||||
| Att Rabbi Bamberger 3618 Labyrinth | Baltimore | MD | 21215 | NONE | PC | GENERAL SUPPORT | $20,000 | |||||
| Torat Simcha | ||||||||||||
| NONE | PC | GENERAL SUPPORT | $378,000 | 40 Sorotzkin St | Jerusalem | IS | 94464 | |||||
| Yeshiva Imrei Bina | ||||||||||||
| 5616 18TH AVE | Brooklyn | NY | 11204 | NONE | PC | GENERAL SUPPORT | $3,500 | |||||
| Yeshiva Yaaros Devash Inc | ||||||||||||
| 7 Abrahams Way | Lakewood | NJ | 08701 | NONE | PC | GENERAL SUPPORT | $5,000 | |||||
| Zichron Menachem Inc | ||||||||||||
| PO Box 700 | Monsey | NY | 10952 | NONE | PC | GENERAL SUPPORT | $160,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,666,079 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,262 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| 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 | $29 | 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 | $16,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,307 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SHVAT CHARITABLE LEAD TRUST | ||||||
| 1 | 100 WEST LIBERTY STREET 10TH FLOOR | RENO | NV | 89501 | $3,127,810 | Yes (X) |
| YITZCHAK PINCK | ||||||
| 2 | C/O FDTN 3 COLUMBUS CIRCLE SUITE | NEW YORK | NY | 10019 | $7,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EISNERAMPER LLP | CategoryTxt |
| Amt | $17,828 | Amt |
| Disbursements Charitable Prps | $17,828 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Ohavei Torah | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 Washington St | AddressLine1Txt |
| City | JERUSALEM | CityNm |
| Country | IS | CountryCd |
| Foreign Postal | 9418704 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-01-03 | GrantDt |
| Grant | $2,142,621 | GrantAmt |
| Purpose Of Grant | PROGRAM RELATED LOAN TO SUPPORT AND PROMOTE TORAH EDUCATION IN ISRAEL | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/14/2021 | DatesOfReportsByGranteeTxt |
| Results Of Verification | The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| KRAFT HEINZ CO COM | $43,364 | $45,058 |
| VANGUARD INDEX FDS VANGUARD | $55,879 | $188,801 |
| VANGUARD WORLD FDS VANGUARD | $86,255 | $41,540 |
| CONTRA ADR YINGLI GREEN ENERGY | $3,037 | $0 |
| BP PLC SPONS ADR | $39,209 | $19,576 |
| CANADIAN SOLAR INC | $20,231 | $93,154 |
| SONY CORP ADR AMERN SH NEW | $20,079 | $64,704 |
| VANGUARD TOTAL INTL STOCK INDE | $58,765 | $84,826 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MANDALOR CASH MANAGEMENT LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $50,734 | BookValueAmt |
| EOYFMV | $51,159 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EWENSTEIN & ROTH LLP | CategoryTxt |
| Legal Fees | $5,823 | LegalFeesAmt |
| Disbursements Charitable Prps | $5,823 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,650 | BOYBookValueAmt |
| EOY Book Value | $1,650 | EOYBookValueAmt |
| EOYFMV | $1,650 | 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 & OTHER FEES | $1,100 | $1,100 | |
| THRU K-1: MANDALOR CASH MGMT | $281 | $281 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (5 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Loan PurposeLoanPurposeTxt |
|---|---|---|---|---|---|---|
| YESHIVA ATERES SHMUEL OF WATERBURY | ||||||
| NONE | $10,000 | $10,000 | 2013-06 | DUE ON DEMAND | 0. | CHARITABLE LOAN TO PUBLIC CHARITY |
| AMERICAN FRIENDS KIRYAT CHINUCH LABONIM | ||||||
| NONE | $30,000 | $0 | 2017-02 | POST-DATED CHECKS PROVIDED TO LENDER(5K PER MONTH) | 0. | CHARITABLE LOAN TO PUBLIC CHARITY (PRI) |
| AMERICAN FRIENDS KIRYAT CHINUCH LABONIM | ||||||
| NONE | $30,000 | $10,000 | 2018-01 | POST-DATED CHECKS PROVIDED TO LENDER(5K PER MONTH) | 0. | CHARITABLE LOAN TO PUBLIC CHARITY (PRI) |
| AMERICAN FRIENDS KIRYAT CHINUCH LABONIM | ||||||
| NONE | $30,000 | $30,000 | 2019-01 | POST-DATED CHECKS PROVIDED TO LENDER(5K PER MONTH) | 0. | CHARITABLE LOAN TO PUBLIC CHARITY (PRI) |
| OHAVEI TORAH | ||||||
| NONE | $2,142,621 | $2,142,621 | 2020-01 | REPAID WITHIN 20 YEARS | 0. | PROGRAM RELATED INVESTMENT, SEE PART IX-B |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX & FEES | $75 | $75 |
| EXCISE TAX | $508 |
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