LEWIS FAM TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAM TR (EIN 22-6885462)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-11
- IRS object ID
- 202001329349100810
- Schema version
- 2019v5.1
- 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 Bonds Schedule
- 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 | 2020-05-11T10:18:53-04:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mach & Associates CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29 Main Ave | AddressLine1Txt |
| City | Elmwood Park | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 226885462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017550886 | PhoneNum |
| Signature | 2020-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Leonard Kaplan | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2020-05-11 | 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 | $14,030,820 | 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 | $483,633 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $483,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $271,019 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,152,949 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $271,019 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $754,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $754,652 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $2,835 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,835 | LegalFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $154,807 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,403 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $77,404 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,651 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,569 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,082 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,251 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $169,251 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $335,544 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $251,058 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $84,486 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $625,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $625,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $961,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $251,058 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $710,286 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$206,692 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $503,594 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $281,611 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $354,735 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $354,735 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,501,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,636,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,244,277 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,022,123 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,607,761 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,431,808 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $11,805,233 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,598,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,030,820 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $11,805,233 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,598,541 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,805,233 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,598,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,805,233 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,598,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,805,233 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$206,692 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,598,541 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,598,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PERSHING LLC 3551 | P | 2019-01-02 | 2019-12-31 | $521,749 | $539,499 | -$17,750 | -$17,750 |
| PERSHING LLC 3551 | P | 2012-01-20 | 2019-12-31 | $935,787 | $858,896 | $76,891 | $76,891 |
| PERSHING LLC 3551 | P | 2011-04-04 | 2019-12-31 | $1,695,413 | $1,483,535 | $211,878 | $211,878 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $271,019 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,750 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $694,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,362,002 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051994 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $657,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,323,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04935 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $664,001 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,116,256 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $685,833 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,558,735 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050582 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $687,332 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,796,729 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049818 | DistributionYr5Rt |
| Total Distribution | 0.252369 | TotalDistributionRt |
| Average Distribution | 0.050474 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,486,570 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $680,721 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $685,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $710,286 | 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 | $5,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,964 | OverpaymentAmt |
| Applied To ES Tax | $1,964 | 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 | NJ | 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 |
| Individual With Books | LARRY LEVY | IndividualWithBooksNm |
| Phone | 2017550886 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SUNRISE AVE | AddressLine1Txt |
| City | PALM BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33480 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $76,332 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NA | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,932,174 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $759,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,691,949 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,691,949 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $205,379 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,486,570 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $674,329 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $674,329 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,036 | TotalTaxAmt |
| Distributable Before Adj | $669,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $669,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $669,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $710,286 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $710,286 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $705,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $669,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $621,903 | UndistributedIncomePYAmt |
| Qualifying Distributions | $710,286 | QualifyingDistributionsAmt |
| Applied To Year1 | $621,903 | AppliedToYear1Amt |
| Applied To Current Year | $88,383 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $580,910 | UndistributedIncomeCYAmt |
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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NORTHERN NJ | ||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | PRESELECTED ORGANIZATIONS | $110,000 |
| AMERICAN FRIENDS OF TEL AVIV UNIV | ||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | PRESELECTED ORGANIZATIONS | $60,000 |
| AMERICAN FRIENDS OF THE HEBREW UNIV | ||||||
| ONE BATTERY PARK PLAZA 25TH FL | NEW YORK | NY | 10004 | NONE | PRESELECTED ORGANIZATIONS | $82,500 |
| AMER COMM FOR WEIZMANN INSTITUTE | ||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PRESELECTED ORGANIZATIONS | $50,000 |
| AMER ASSOC BEN GURION UNIVERSITY | ||||||
| 1001 AVENUE OF THE AMERICAS 19TH FL | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| CHAI LIFELINE | ||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| AMER COMM FOR SHAARE ZEDEK MEDICAL | ||||||
| 55 WEST 39TH STREET 4TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| BOYS TOWN JERUSALEM FD OF AMERICA | ||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| DAUGHTERS OF MIRIAM CENTER | ||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| JEWISH HOME FD OF NORTH JERSEY | ||||||
| 10 LINK DRIVE | RALEIGH | NJ | 07647 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| JEWISH FAMILY CHILDRENS SERVICES | ||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| HADASSAH MEDICAL CENTER | ||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| AMER FRIENDS OF MIGDAL OHR | ||||||
| 1560 BROADWAY SUITE 807 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $20,000 |
| FRIENDS OF THE IDF | ||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $15,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10018 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| AMER FRIENDS OF MAGEN DAVID ADOM | ||||||
| 352 SEVENTH AVE SUITE 400 | NEW YORK | NY | 10001 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| PENN HILLEL | ||||||
| 215 SOUTH 39TH STREET | PHILADELPHIA | PA | 19104 | NONE | PRESELECTED ORGANIZATIONS | $5,000 |
| DOROT | ||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| RUTGERS HILLEL | ||||||
| 93 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| CEMETARY ASSOCIATION | ||||||
| 701 FORD ROAD SUITE 5 | ROCKAWAY | NJ | 07866 | NONE | PRESELECTED ORGANIZATIONS | $10,000 |
| ISRAEL HEALTHCARE FOUNDATION | ||||||
| 25 WEST 45TH STREET SUITE 1405 | NEW YORK | NY | 10036 | NONE | PRESELECTED ORGANIZATIONS | $25,000 |
| MORSELIFE FOUNDATION INC | ||||||
| 4920 LORING DRIVE | WEST PALM BEACH | FL | 33417 | NONE | PRESELECTED ORGANIZATIONS | $35,800 |
| AMERICAN FRIENDS OF SHALVA ISRAEL | ||||||
| 315 FIFTH AVE 6TH FLOOR | NEW YORK | NY | 10016 | NONE | PRESELECTED ORGANIZATIONS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $625,800 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $483,633 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $483,633 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $483,633 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,607,761 | EOYBookValueAmt |
| EOYFMV | $5,431,808 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $4,311,244 | $6,896,918 |
| PREFERRED STOCKS | $67,761 | $69,192 |
| REAL ESTATE INVESTMENT TRUSTS | $307,023 | $562,655 |
| EXCHANGE TRADED PRODUCTS | $680,069 | $715,512 |
| BOND DISCOUNT | $269,948 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,835 | LegalFeesAmt |
| Net Investment Income | $2,835 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $65 | $65 | $0 | $0 |
| BOND DISCOUNT ON SALES | $169,186 | $169,186 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEE | $74,975 | $37,487 | $0 | $37,488 |
| TRUSTEE FEE | $76,332 | $38,166 | $0 | $38,166 |
| ACCOUNTING FEE | $3,500 | $1,750 | $0 | $1,750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX | $1,569 | $1,569 | $0 | $0 |
| IRS | $7,082 | $0 | $0 | $7,082 |
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