BIRCHAS SHMUEL FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BIRCHAS SHMUEL FOUNDATION (EIN 32-0046301)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-09-04
- IRS object ID
- 202002489349100510
- Schema version
- 2018v3.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-04T13:48:51-04:00 | ReturnTs |
| Tax Period End | 2019-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 800741700 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Spectrum Accounting | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 66 N Crest Pl | AddressLine1Txt |
| City | Lakewood | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320046301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Birchas Shmuel Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BIRC | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Mariner Way | AddressLine1Txt |
| City | Monsey | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Shaul Seitler | PersonNm |
| Person Title | Officer | PersonTitleTxt |
| Signature | 2020-08-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Zadok Rubin | PreparerPersonNm |
| PTIN | P01347619 | PTIN |
| Phone | 7329427742 | PhoneNum |
| Preparation | 2020-09-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.188.187.163 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-04 | IPDt |
| IP Tm | 13:51:54 | IPTm |
| Federal Original Submission Id | 2040812020248hpftsfz | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-09-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B6B6FA6DE9B9EAE3F6CF0E651C41FCD681383B9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0B6B6FA6DE9B9EAE3F6CF0E651C41FCD681383B9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,686,703 | 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 | $72,534 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $159,795 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159,795 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $159,795 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $27,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,795 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $27,795 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $247 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $247 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $247 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $260,371 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $187,837 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $187,590 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $250 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $250 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $250 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $250 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $596,263 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $596,263 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $596,513 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $250 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $596,513 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$336,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $187,587 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $187,340 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $185,172 | CashBOYAmt |
| Cash EOY | $99,053 | CashEOYAmt |
| Cash EOYFMV | $99,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,829,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,579,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,587,650 | SavAndTempCashInvstEOYFMVAmt |
| Total Assets BOY | $6,014,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,678,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,686,703 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,014,695 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,678,553 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,014,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,678,553 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,014,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,678,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,014,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$336,142 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,678,553 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,678,553 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | JP MORGAN CAPITAL GAIN DISTRIBUT | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2018-11-17 | AcquiredDt |
| Sold | 2019-12-13 | SoldDt |
| Gross Sales Price | $247 | GrossSalesPriceAmt |
| Gain Or Loss | $247 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $247 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $247 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,788,212 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $667,536 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 8.671011 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,683,907 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,010,461 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.827166 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $176,537 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,584,244 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.111433 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $43,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,378,241 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031896 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $49,533 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,635,764 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030281 | DistributionYr5Rt |
| Total Distribution | 11.671788 | TotalDistributionRt |
| Average Distribution | 2.334358 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $633,637 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,479,136 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,876 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,481,012 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,277,673 | 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 | $1,876 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,876 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,876 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $1,876 | TaxDueAmt |
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 | false | 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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
| Individual With Books | Shaul Seitler | IndividualWithBooksNm |
| Phone | 8457211666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Mariner Way | AddressLine1Txt |
| City | Monsey | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Shaul Seitler | ||||||||
| 45 Mariner Way | Monsey | NY | 10952 | Trustee | 1.00 | $0 | $0 | $0 |
| Eva Seitler | ||||||||
| 45 Mariner Way | Monsey | NY | 10952 | Trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | DIRECT CONTRIBUTIONS TO EDUCATIONAL AND CHARITABLE INSTITUTIONS SEE PART XV FOR DETAILS | Description1Txt |
| Expenses1 | $596,263 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | Investment in JP Morgan Securities | Description1Txt |
| Expenses1 | $5,681,160 | Expenses1Amt |
| Total | $5,681,160 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $466,603 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,683 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $643,286 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $643,286 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $633,637 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,682 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,682 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,876 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,876 | TotalTaxAmt |
| Distributable Before Adj | $29,806 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $29,806 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $29,806 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $596,513 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $5,681,160 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,277,673 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,876 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,275,797 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,806 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $31,817 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $97,331 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $5,583,384 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,754,835 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,467,367 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,277,673 | QualifyingDistributionsAmt |
| Applied To Current Year | $29,806 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,247,867 | RemainingDistriFromCorpusAmt |
| Total Corpus | $17,715,234 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,817 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,683,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $97,331 | ExcessFromYear3Amt |
| Excess From Year2 | $5,583,384 | ExcessFromYear2Amt |
| Excess From Year1 | $5,754,835 | ExcessFromYear1Amt |
| Excess From Current Year | $6,247,867 | ExcessFromCurrentYearAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $31,682 | CurrentYearAmt |
| Year3 | $555 | Year3Amt |
| Total | $32,237 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $26,930 | CurrentYearAmt |
| Year3 | $472 | Year3Amt |
| Total | $27,402 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,277,673 | CurrentYearAmt |
| Total | $6,277,673 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,277,673 | CurrentYearAmt |
| Total | $6,277,673 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,121 | CurrentYearAmt |
| Total | $21,121 | TotalAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Information available upon request | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 Mariner Way | AddressLine1Txt |
| City | Monsey | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Educational religious | GrantOrContributionPurposeTxt |
| Amt | $596,263 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $596,263 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $99,424 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $27,795 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $127,219 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $127,219 | 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Taxes | CategoryTxt |
| Amt | $250 | Amt |
| Net Investment Income | $250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $250 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
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