HARRY H BEREN FOUNDATION ZB: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- HARRY H BEREN FOUNDATION ZB (EIN 20-1203311)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-16
- IRS object ID
- 202143209349100839
- 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
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-16T12:15:40-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202320888 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELE F SORENSEN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 460829 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80246 | 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 | 201203311 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARRY H BEREN FOUNDATION ZB | BusinessNameLine1Txt |
| Business Name Line2 | C/O ZEV BEREN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARR | BusinessNameControlTxt |
| Phone | 3032957772 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST NO 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3032957772 | PhoneNum |
| Signature | 2021-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ZEV | PersonFirstNm |
| Person Last | BEREN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE SORENSEN | PreparerPersonNm |
| PTIN | P00841377 | PTIN |
| Phone | 7202323223 | PhoneNum |
| Preparation | 2021-11-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $8,006,661 | 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 | $136,637 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,637 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $305,829 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $650,441 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $305,829 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $442,466 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $442,466 | 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 |
| Legal Fees Rev And Expnss | $11,448 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $11,448 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,920 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,920 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,920 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $76,288 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,288 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $327,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $327,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $403,288 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,288 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $327,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $39,178 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $366,178 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $93,165 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $203,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $203,521 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,316,769 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,245,591 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,803,140 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,409,934 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,449,112 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,006,661 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,787,350 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,787,350 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $622,584 | RetainedEarningBOYAmt |
| Retained Earning EOY | $661,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,409,934 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,112 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,409,934 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,449,112 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,409,934 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $39,178 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,449,112 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,112 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| DODGE & COX STOCK FUND | 2002-09-10 | 2020-12-14 | $191,667 | $184,477 | $7,190 | $7,190 | |
| VANGUARD US GROWTH | 2008-12-31 | 2020-12-31 | $258,333 | $160,135 | $98,198 | $98,198 | |
| CAPITAL GAINS DIVIDENDS | $200,441 | $200,441 | $200,441 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $305,829 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,090 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,090 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,090 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,723 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $19,723 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,633 | OverpaymentAmt |
| Applied To ES Tax | $14,633 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | 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 | THE FOUNDATION | IndividualWithBooksNm |
| Phone | 3032957772 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST STE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ZEV BEREN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1888 SHERMAN ST STE 600 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 5.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | $6,950,452 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $86,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,037,012 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,037,012 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,555 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,931,457 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $346,573 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $346,573 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,090 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,090 | TotalTaxAmt |
| Distributable Before Adj | $341,483 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $341,483 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $341,483 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $327,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $327,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $327,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $341,483 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $305,876 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $327,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $305,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $21,124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $320,359 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | |||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | NC | CHARITABLE | $25,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 55 W 39TH | NEW YORK | NY | 10018 | NONE | NC | CHARITABLE | $3,000 |
| AMERICAN FRIENDS OF OHR SOMAYACH INC | |||||||
| 55 W 39TH | NEW YORK | NY | 10018 | NONE | NC | CHARITABLE | $1,000 |
| AMERICAN FRIENDS OF PONEVEZ YESHIVA | |||||||
| 1133 BROADWAY | BROOKLYN | NY | 11221 | NONE | NC | CHARITABLE | $1,000 |
| BAIS MENACHEM | |||||||
| 400 S HOLLY ST | DENVER | CO | 80246 | NONE | NC | CHARITABLE | $2,500 |
| BETH JACOB HIGH SCHOOL OF DENVER | |||||||
| 5100 W 14TH AVE | DENVER | CO | 80204 | NONE | NC | EDUCATIONAL | $24,000 |
| BETH MEDRASH GOVOHA | |||||||
| 617 6TH ST | LAKEWOOD | NJ | 08701 | NONE | NC | EDUCATIONAL | $41,000 |
| BOYS TOWN JERUSALEM FOUNDATION OF AMERICA | |||||||
| 209 W 29TH ST | NEW YORK | NY | 10001 | NONE | NC | CHARITABLE | $1,000 |
| DEGEL YERUSHALAYIM CULTURAL FUND | |||||||
| 101 W 31 ST | NEW YORK | NY | 10001 | NONE | NC | CHARITABLE | $11,000 |
| DENVER COMMUNITY KOLLEL | |||||||
| 5080 W 14TH AVE | DENVER | CO | 80204 | NONE | NC | EDUCATIONAL | $20,000 |
| EZRA TORAH FUND | |||||||
| 1540 ROUTE 202 | POMONA | NY | 10970 | NONE | NC | CHARITABLE | $6,000 |
| HILLEL ACADEMY | |||||||
| 450 S HUDSON | DENVER | CO | 80246 | NONE | NC | EDUCATIONAL | $40,000 |
| KOLLEL ATERES MORDECHAI | |||||||
| 2302 TAPESTRY COURT | TOMS RIVER | NJ | 08755 | NONE | NC | EDUCATIONAL | $8,000 |
| LAKEWOOD CHEDER SCHOOL | |||||||
| 725 VASSER AVE | LAKEWOOD | NJ | 08701 | NONE | NC | EDUCATIONAL | $10,000 |
| MESIVTHA TIFERETH JERUSALEM | |||||||
| 145 E BROADWAY | NEW YORK | NY | 10002 | NONE | NC | CHARITABLE | $10,000 |
| MIR YERUSHALAYIM | |||||||
| 5227 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | NC | CHARITABLE | $1,000 |
| NER ISRAEL RABBINICAL COLLEGE | |||||||
| 400 MOUNT WILSON LN | BALTIMORE | MD | 21208 | NONE | NC | EDUCATIONAL | $28,000 |
| OHEL SARA INSTITUTE FOR THE SPECIAL CHILD | |||||||
| 18 EAST 41ST ST | NEW YORK | NY | 10017 | NONE | NC | CHARITABLE | $6,000 |
| OHR SOMAYACH JOSEPH TENENBAUM | |||||||
| 1399 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | NC | CHARITABLE | $2,000 |
| P'EYLIMLEV L'ACHIM | |||||||
| 1034 E 12TH ST | BROOKLYN | NY | 11230 | NONE | NC | CHARITABLE | $7,000 |
| RABINNICAL COLLEGE OF TELSHE | |||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | NC | EDUCATIONAL | $12,000 |
| SHUVU RETURN INC | |||||||
| 1428 36TH ST | BROOKLYN | NY | 11218 | NONE | NC | CHARITABLE | $10,000 |
| SMILE ON SENIORS | |||||||
| 6738 E CEDAR AVE | DENVER | CO | 80224 | NONE | NC | CHARITABLE | $1,000 |
| TALMUDICAL YESHIVA OF PHILADELPHIA | |||||||
| 6063 DREXEL RE | PHILADELPHIA | PA | 19131 | NONE | NC | CHARITABLE | $6,500 |
| THE JEWISH EXPERIENCE | |||||||
| 399 S MONACO PKWY | DENVER | CO | 80224 | NONE | NC | CHARITABLE | $7,500 |
| TORAH SCHOOLS FOR ISRAEL | |||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 10005 | NONE | NC | EDUCATIONAL | $5,000 |
| WESTERN CENTER-RUSSIAN JEWRY | |||||||
| 295 S LOCUST ST | DENVER | CO | 80224 | NONE | NC | CHARITABLE | $3,000 |
| YESHIVA BETH DAVID | |||||||
| 5602 11TH AVE | BROOKLYN | NY | 11219 | NONE | NC | EDUCATIONAL | $6,000 |
| YESHIVA CHAYEI OLAM | |||||||
| 14 E ELEVENTH ST | LAKEWOOD | NJ | 08701 | NONE | NC | EDUCATIONAL | $5,000 |
| YESHIVA GEDOLAH BE'ER HATORAH | |||||||
| 1083 BROOK RD | LAKEWOOD | NJ | 08701 | NONE | NC | EDUCATIONAL | $2,500 |
| YESHIVA TORAS CHAIM | |||||||
| 1555 STUART ST | DENVER | CO | 80204 | NONE | NC | EDUCATIONAL | $16,000 |
| YESHIVA UNIVERSITY | |||||||
| 500 W 185TH ST | NEW YORK | NY | 10033 | NONE | NC | EDUCATIONAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $327,000 | 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 | $136,637 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $200,441 | ExclusionAmt |
| Related Or Exempt Function Incm | $105,388 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $337,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $105,388 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $442,466 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | CHARITABLE | RelationshipStatementTxt |
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 (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BEACON SMALL CAP VALUE FUND | $600,324 | $774,102 |
| AMERICAN EUROPACIFIC GROWTH | $288,308 | $422,205 |
| ARTISAN INTERNATIONAL FUND | $250,853 | $485,255 |
| DODGE & COX STOCK FUND | $787,111 | $1,418,952 |
| DOUBLELINE TOTAL RETURN FUND | $1,477,488 | $1,442,438 |
| FPA CRESCENT FUND | $576,063 | $634,618 |
| VANGUARD MORGAN GROWTH FUND | $611,284 | $2,001,573 |
| WESTWOOD INCOME OPPORTUNITY | $654,160 | $623,997 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,448 | LegalFeesAmt |
| Net Investment Income | $11,448 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $25,920 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $8,959 | $8,959 | $0 |
| INVESTMENT MANAGEMENT FEES | $16,961 | $16,961 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $13,000 | Amt |
| Net Investment Income | $13,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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