FREEDOM AND JUSTICE FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREEDOM AND JUSTICE FOUNDATION INC (EIN 83-0600870)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349101135
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T09:35:18-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112478841 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRACHTENBERG & PAUKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CROSSWAYS PARK W | AddressLine1Txt |
| City | WOODBURY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11797 | 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 | 830600870 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FREEDOM AND JUSTICE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREE | BusinessNameControlTxt |
| Phone | 9142608248 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP GOLDSTEIN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9142608248 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN I PAUKER | PreparerPersonNm |
| PTIN | P00475722 | PTIN |
| Phone | 5164967100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.51.188.202 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 09:28:22 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D122EAF16C418A89EFD143A6B0DCF2D26341270 | 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 | $4,406,007 | 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 | $2,104,239 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $133,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $127,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,625,187 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,458,435 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $347,599 | 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 |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $5,007 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $5,007 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,720 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $428 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,737 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $262,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,195,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $279,635 | CashEOYAmt |
| Cash EOYFMV | $279,635 | CashEOYFMVAmt |
| Other Investments BOY | $2,425,728 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,836,775 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,126,372 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,425,728 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,116,410 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,406,007 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $600 | LoansFromOfficersBOYAmt |
| Other Liabilities BOY | $504,416 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $505,016 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,920,712 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,116,410 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,920,712 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,116,410 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,425,728 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,116,410 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,920,712 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,195,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,116,410 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,116,410 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SHORT TERM SEE ATTACHED SCHEDULE | $3,008,664 | $2,903,308 | $105,356 | $105,356 | |
| LONG TERM SEE ATTACHED SCHEDULE | $496,168 | $501,582 | -$5,414 | -$5,414 | |
| PRIOR YEAR BASIS ADJUSTMENT | $12,161 | $12,161 | $12,161 | ||
| CAPITAL GAINS DIVIDENDS | $108,194 | $108,194 | $108,194 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $146,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,920,045 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076040 | DistributionYr1Rt |
| Total Distribution | 0.076040 | TotalDistributionRt |
| Average Distribution | 0.076040 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,970,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $301,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,420 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $305,366 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,840 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,840 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,840 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,650 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $3,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,650 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $205 | EsPenaltyAmt |
| Tax Due | $1,395 | TaxDueAmt |
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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | PHIL GOLDSTEIN | IndividualWithBooksNm |
| Phone | 9142608248 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| PHILLIP GOLDSTEIN | ||||||||
| 60 HERITAGE DRIVE | PLEASANTVILLE | NY | 10570 | DIRECTOR | 3.00 | $0 | $0 | $0 |
| ALISON PAMPINELLA | ||||||||
| 267 84TH ST | BROOKLYN | NY | 11209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELYSE ANDERSON POOLE | ||||||||
| 17 QUAKER LANE | CHAPPAQUA | NY | 10514 | DIRECTOR | 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 |
| 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 | $4,054,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | -$23,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,031,357 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,031,357 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,970,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $198,544 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $198,544 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,840 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,840 | TotalTaxAmt |
| Distributable Before Adj | $191,704 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $191,704 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $191,704 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $248,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $191,704 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $87,626 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,626 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $191,704 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $56,296 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $143,922 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $143,922 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $87,626 | ExcessFromYear1Amt |
| Excess From Current Year | $56,296 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILLIP GOLDSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALLIANCE DEFENDING FREEDOM | |||||||
| 15100 N 90TH STREET | SCOTTSDALE | AZ | 85260 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN DEFENDING RELIGIOUS FREEDOM. | $20,000 |
| ALZHEIMER'S ASSOCIATION HUDSON VALLEY | |||||||
| 2900 WESTCHESTER AVE 306 | PURCHASE | NY | 10577 | NONE | 501(C)3 | TO ASSIST WORK IN PROVIDING ALZHEIMER'S CARE AND SUPPORT AND ACCELERATING RESEARCH. | $80,000 |
| CHABAD LUBAVICH OF LARCHMONT & MAMARONECK | |||||||
| 101 MAMARONECK AVE | MAMARONECK | NY | 10543 | NONE | 501(C)3 | TO ASSIST CHABAD LUBAVICH OF LARCHMONT & MAMARONECK. | $5,000 |
| COMPETITIVE ENTERPRISE INSTITUTE | |||||||
| 1310 L STREET NW 7TH FLOOR | WASHINGTON | DC | 20005 | NONE | 501(C)3 | TO ASSIST THE ORGANIZATION IN ADVANCING THE PRINCIPLES OF LIMITED GOVERNMENT, FREE ENTERPRISE, AND INDIVIDUAL LIBERTY. | $20,000 |
| FAMILY SERVICES OF WESTCHESTER | |||||||
| 53 SOUTH MAIN STREET 4TH FL | PORT CHESTER | NY | 10573 | NONE | 501(C)3 | TO ASSIST ORGANIZATION IN PROVIDING SOCIAL AND MENTAL HEALTH SERVICES TO STRENGTHEN AND SUPPORT FAMILIES, CHILDREN, AND INDIVIDUALS OF EVERY STAGE OF THE LIFE CYLCE. | $10,000 |
| OFFICIAL IMMUNITY PROJECT | |||||||
| 560 MOUNTAIN HOME RD | REDWOOD CITY | CA | 94062 | NONE | 501(C)3 | TO ASSIST ORGANIZATION WITH HIV AND AIDS VACCINATION RESEARCH. | $20,000 |
| PACIFIC LEGAL FOUNDATION | |||||||
| 930 G STREET | SACRAMENTO | CA | 95814 | NONE | 501(C)3 | TO ASSIST THE FOUNDATION IN DEFENDING AMERICAN'S LIBERTIES. | $20,000 |
| PARAMOUNT HUDSON VALLEY | |||||||
| 1008 BROWN ST | PEEKSILL | NY | 10566 | NONE | 501(C)3 | TO ASSIST THE PARAMOUNT HUDSON VALLEY THEATER. | $5,000 |
| USC ALZHEIMER RESEARCH FUND | |||||||
| 1520 SAN PABLO STREET | LOS ANGELES | CA | 90033 | NONE | 501(C)3 | TO ASSIST ALZHEIMER'S RESEARCH. | $20,000 |
| AMERICAN HEALTH LEGAL FOUNDATION | |||||||
| 1601 N TUCSON BLVD | TUSCON | AZ | 85716 | NONE | 501(C)3 | TO ASSIST THE FOUNDATION IN DEFENDING AMERICAN'S LIBERTIES. | $25,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | 501(C)3 | TO ORIGINATE, DISSEMINATE, AND INCREASE UNDERSTANDING OF PUBLIC POLICIES BASED ON THE PRINCIPLES OF INDIVIDUALS LIBERTY, LIMITED GOVERNMENT, FREE MARKETS, AND PEACE | $5,000 |
| LOVE ENDURES MINISTRIES | |||||||
| PO BOX 2033 | MOULTRIE | GA | 31776 | NONE | 501(C)3 | TO ASSIST IN COUNSELING SERVICES | $5,000 |
| ST GEORGE GREEK ORTHODOX CHURCH | |||||||
| 140 E 103RD STREET | NEW YORK | NY | 10029 | NONE | 501(C)3 | TO ASSIST REGIOUS ORGANIZTION | $1,000 |
| ST'S JUDES | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | 501(C)3 | TO ASSIST IN ENDING CHILDHOOD CANCER | $1,000 |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DRIVE STE 200 | RYE BROOK | NY | 10573 | NONE | 501(C)3 | TO ASSIST IN BLOOD CANCER RESEARCH | $1,000 |
| ONE2ONE USA FOUNDATION | |||||||
| PO BOX 727 | SHORT HILLS | NJ | 07078 | 501(C)3 | TO ASSIST IN HELPING ONE2ONE ACHEIVE CHARITY MODEL OF CONNECTING INDIVIDUALS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $133,892 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $354,196 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $354,196 | TotalIncomeProducingActyAmt |
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 |
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 | PHILLIP AND JUDY GOLDSTEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,104,239 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $2,104,239 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,836,775 | BookValueAmt |
| EOYFMV | $4,126,372 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKERAGE REORGANIZATION CHARGES | $50 | $50 | $0 |
| STATE CORP FILING FEES | $360 | $0 | $0 |
| RENTAL LOSS FROM K-1 | $100 | $100 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN DEBT | Desc |
| BOY Book Value | $504,416 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILLIP JUDY GOLDSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 HERITAGE DRIVE | AddressLine1Txt |
| City | PLEASANTVILLE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10570 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $428 | $428 | $0 |
| FEDERAL TAXES PAID | $4,292 | $0 | $0 |
Comments