JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-11
- IRS object ID
- 202003169349100830
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-11T09:29:11-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 Livingston Avenue 4th Floor | AddressLine1Txt |
| City | Roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | 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 | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH J SITT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Golden | PreparerPersonNm |
| PTIN | P00285161 | PTIN |
| Phone | 9738528100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.86.159.134 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20403020203165000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-11 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8B0EBA0AA953690FBA9B59474DF288D813C5A4EC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFB23F6C639C89419D6F8D941104B74F19B91F38 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,932,838 | 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 | $473,724 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $108 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,230 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,230 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $0 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $473,724 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $200,647 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $477,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,877 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,569 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,569 | OtherProfFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $631 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,200 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,200 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $194,234 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $194,234 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,434 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,200 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $194,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $279,628 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $200,677 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $106,034 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,528 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,497,176 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,494,310 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,494,310 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,603,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,932,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,932,838 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $50,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $8,603,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,882,838 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,603,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,882,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,603,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,932,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,603,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $279,628 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,882,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,882,838 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | BLACKSTONE GROUP INC COM CL A - 10,049 SHARES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2016-03-29 | AcquiredDt |
| Sold | 2019-08-07 | SoldDt |
| Gross Sales Price | $473,724 | GrossSalesPriceAmt |
| Cost Or Other Basis | $273,077 | CostOrOtherBasisAmt |
| Gain Or Loss | $200,647 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $200,647 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $200,647 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $268,977 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,597,425 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031286 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $267,664 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,900,751 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030072 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $414,423 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,747,069 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047378 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $575,433 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,215,788 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $691,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,810,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.078474 | DistributionYr5Rt |
| Total Distribution | 0.24965 | TotalDistributionRt |
| Average Distribution | 0.04993 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,626,761 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $430,734 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,007 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $432,741 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $194,234 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,014 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,014 | SubtotalAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $491 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $4,500 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,991 | TotalPaymentsAndCreditsAmt |
| Overpayment | $977 | OverpaymentAmt |
| Applied To ES Tax | $977 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| 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 | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $263,823 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,494,310 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,758,133 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,758,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $131,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,626,761 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $431,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $431,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,014 | TotalTaxAmt |
| Distributable Before Adj | $427,324 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $427,324 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $427,324 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $194,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $194,234 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $194,234 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $427,324 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $691,401 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $575,433 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $414,423 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $267,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $268,977 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,217,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $194,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $194,234 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $427,324 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $427,324 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,984,808 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $264,077 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,720,731 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $575,433 | ExcessFromYear4Amt |
| Excess From Year3 | $414,423 | ExcessFromYear3Amt |
| Excess From Year2 | $267,664 | ExcessFromYear2Amt |
| Excess From Year1 | $268,977 | ExcessFromYear1Amt |
| Excess From Current Year | $194,234 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A TIME | |||||||
| 1310 48th Street Suite 406 | Brooklyn | NY | 11219 | None | PC | Unrestricted | $1,500 |
| AIPAC | |||||||
| 711 Third Avenue 12th Floor | New York | NY | 10017 | None | PC | Unrestricted | $3,600 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK MEDICAL CENTER | |||||||
| 55 West 39th Street 4th Floor | New York | NY | 10018 | None | PC | Unrestricted | $1,000 |
| American Friends Of Lubavitch | |||||||
| 2110 Leroy Place NW | Washington | DC | 20008 | None | PC | Unrestricted | $5,320 |
| American Friends Of Shalva | |||||||
| 315 Fifth Avenue | New York | NY | 10016 | None | PC | Unrestricted | $2,600 |
| Beverly Hills Jewish Community | |||||||
| 910 N Beverly Drive | Beverly Hills | CA | 90210 | None | PC | Unrestricted | $3,000 |
| Bobbie's Place | |||||||
| 1472 East 17th Street | Brooklyn | NY | 11230 | None | PC | Unrestricted | $1,500 |
| Chabad At Northeastern University | |||||||
| 173 St Botolph Street 1 | Boston | MA | 02115 | None | PC | Unrestricted | $4,000 |
| Chai Lifeline | |||||||
| 151 West 30th Street 3rd Floor | New York | NY | 100014007 | None | PC | Unrestricted | $8,000 |
| Darchei David Foundation | |||||||
| 1984 E 1st Street | Brooklyn | NY | 11223 | None | PC | Unrestricted | $1,100 |
| Deal Policeman's Benevolent Association | |||||||
| PO BOX 308 | Deal | NJ | 07723 | None | PC | Unrestricted | $2,000 |
| Exceed Network | |||||||
| 379 Kings Highway | Brooklyn | NY | 11223 | None | PC | Unrestricted | $2,100 |
| Friends Of United Hatzalah | |||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | None | PC | Unrestricted | $1,800 |
| Gesher Yehuda | |||||||
| 49 Avenue T | Brooklyn | NY | 11223 | None | PC | Unrestricted | $43,000 |
| Hatzalah Of The Jersey Shore | |||||||
| PO Box 2333 | Elberon | NJ | 07740 | None | PC | Unrestricted | $1,500 |
| Hatzoloh Of Flatbush | |||||||
| 1880 Ocean Avenue | Brooklyn | NY | 11230 | None | PC | Unrestricted | $2,500 |
| Kesher Organization Inc | |||||||
| 5601 West Side Ave | North Bergen | NJ | 07047 | None | PC | Unrestricted | $2,667 |
| Lev Echad Inc | |||||||
| 5014 16th Ave 327 | Brooklyn | NY | 11204 | None | PC | Unrestricted | $2,600 |
| Lung Cancer Research Foundation | |||||||
| 155 East 55th Street Suite 6H | New York | NY | 10022 | None | PC | Unrestricted | $1,000 |
| Mikdash Eliyahu | |||||||
| 2 Ethel Road Suite 205 A | Edison | NJ | 08817 | None | PC | Unrestricted | $1,000 |
| Mirrer Yeshiva Central Institute | |||||||
| 1791-95 Ocean Parkway | Brooklyn | NY | 11223 | None | PC | Unrestricted | $1,000 |
| Mitzvah Man Foundation Corp | |||||||
| PO Box 290690 | Brooklyn | NY | 11229 | None | PC | Unrestricted | $2,000 |
| Ohel Simcha Super Fund | |||||||
| 295 Park Ave PO BOX 2088 | Long Branch | NJ | 07740 | None | PC | Unrestricted | $19,800 |
| Ohr Joseph Institutions | |||||||
| 320 5th Avenue Suite 705 | New York | NY | 10001 | None | PC | Unrestricted | $1,000 |
| Park Avenue Synagogue | |||||||
| 295 Park Avenue | Long Branch | NJ | 07740 | None | PC | Unrestricted | $1,500 |
| Rebny Foundation Inc | |||||||
| 570 Lexington Ave | New York | NY | 10022 | None | PC | Unrestricted | $3,000 |
| Renewal Of Life | |||||||
| 5904 13th Avenue | Brooklyn | NY | 11219 | None | PC | Unrestricted | $10,000 |
| Tiferet Torah | |||||||
| 1741 East Third Street | Brooklyn | NY | 11223 | None | PC | Unrestricted | $1,200 |
| Torat Hanachal | |||||||
| 303 Park Avenue | Elberon | NJ | 07740 | None | PC | Unrestricted | $1,000 |
| Venetian Heritage Inc | |||||||
| 232 EAST 59TH STREET 5TH FL | NEW YORK | NY | 100221464 | None | PC | Unrestricted | $7,500 |
| Yad Yosef | |||||||
| 1036 Ocean Parkway | Brooklyn | NY | 112304001 | None | PC | Unrestricted | $1,800 |
| Yad Yosef Bridal Fund | |||||||
| 1036 Ocean Parkway | Brooklyn | NY | 112304001 | None | PC | Unrestricted | $1,600 |
| Yeshiva Gedolah Bais Yisroel | |||||||
| 4 Solond Rd | Monsey | NY | 10952 | None | PC | Unrestricted | $2,000 |
| Yeshivah Of Flatbush | |||||||
| 919 East 10th Street | Brooklyn | NY | 11230 | None | PC | Unrestricted | $30,000 |
| Yeshivah Of Flatbush Charity Fund | |||||||
| 1609 AVE J | brooklyn | NY | 11229 | None | PC | Unrestricted | $1,200 |
| Sephardic Synagogue | |||||||
| 511 Avenue R | Brooklyn | NY | 11223 | None | PC | Unrestricted | $2,400 |
| Total Donations Less Than 1000 | |||||||
| Various | Various | NY | 11223 | NONE | PC | Unrestricted. | $15,447 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $194,234 | 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 | $108 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,230 | 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 | |
| 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 | $3,338 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,338 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joseph J Sitt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 AVENUE T | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $473,724 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Blackstone group Inc com CL A - 10,049 Shares | NoncashPropertyDesc |
| Fair Market Value | $473,724 | FairMarketValueAmt |
| Received | 2019-08-07 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,494,310 | BookValueAmt |
| EOYFMV | $8,494,310 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $84 | $84 |
| FILING FEES | $250 | $250 |
| MISC EXPENSE | $297 | $297 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,569 | Amt |
| Net Investment Income | $2,569 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
Comments