JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
Tax period
2018-07-01 to 2019-06-30
Filed
2020-04-24
IRS object ID
202021159349100602
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

FieldValueIRS element (for citing)
Return2020-04-24T09:31:50-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN221478099PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHNREZNICK LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14 BECKER FARM ROADAddressLine1Txt
CityROSELANDCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07068ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222861787EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOSEPH & RENEE BIJOU FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlJOSEBusinessNameControlTxt
Phone7322488200PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD NO 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOSEPH BIJOUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone7322488200PhoneNum
Signature2020-04-21SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLORI ROTHE YOKOBOSKY CPAPreparerPersonNm
PTINP01273422PTIN
Phone9732283500PhoneNum
Preparation2020-04-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address209.59.242.22IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-04-21IPDt
IP Tm09:57:05IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id238159564A7F207AC3E2D33505B4833284B8AC6FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,692,661FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$39,646DividendsRevAndExpnssAmt
Dividends Net Invst Incm$28,322DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$2,004,570NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,855,473GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,475,003CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$13,892OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$13,892OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,058,108TotalRevAndExpnssAmt
Total Net Invst Incm$1,517,217TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Interest Rev And Expnss$110,651InterestRevAndExpnssAmt
Interest Net Invst Incm$66,325InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$52,047TaxesRevAndExpnssAmt
Taxes Net Invst Incm$880TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$206,258OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$185,188OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$368,956TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$252,393TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$568,171ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$568,171ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$937,127TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$252,393TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$568,171TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,120,981ExcessRevenueOverExpensesAmt
Net Investment Income$1,264,824NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$150,438CashBOYAmt
Cash EOY$108,335CashEOYAmt
Cash EOYFMV$108,335CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,257,976SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,993,154SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,993,154SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$130,000OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$130,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$130,000OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$130,000OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$5,747,744CorporateStockBOYAmt
Corporate Stock EOY$6,324,128CorporateStockEOYAmt
Corporate Stock EOYFMV$13,730,857CorporateStockEOYFMVAmt
Other Investments BOY$743,923OtherInvestmentsBOYAmt
Other Investments EOY$730,315OtherInvestmentsEOYAmt
Other Investments EOYFMV$730,315OtherInvestmentsEOYFMVAmt
Total Assets BOY$9,030,081TotalAssetsBOYAmt
Total Assets EOY$10,285,932TotalAssetsEOYAmt
Total Assets EOYFMV$17,692,661TotalAssetsEOYFMVAmt
Mortgages And Notes Payable BOY$4,132,845MortgagesAndNotesPayableBOYAmt
Mortgages And Notes Payable EOY$4,267,715MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$7,770OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,770OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,140,615TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,275,485TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,889,466RetainedEarningBOYAmt
Retained Earning EOY$6,010,447RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,889,466TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,010,447TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$9,030,081TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,285,932TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,889,466TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,120,981ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,010,447SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,010,447TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CGH 107305$2,183,246$1,500,637$682,609$682,609
CGH 107306$3,399,978$2,607,584$792,394$792,394
FieldValueIRS element (for citing)
Capital Gain Net Income$1,475,003CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxYes (1)LiableSection4942TaxInd

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$25,296InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$25,296SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$25,296TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$9,400EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$9,400ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$18,800TotalPaymentsAndCreditsAmt
Es Penalty$349EsPenaltyAmt
Tax Due$6,845TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOSEPH BIJOUIndividualWithBooksNm
Phone7322488200PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12 ETHEL ROAD SUITE 205AAddressLine1Txt
CityEDISONCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08818ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnYes (1)BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSEPH BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180PRESIDENT0.50$0$0$0
MURRAY DWECK
2 ETHEL ROADEDISONNJ08818VP0.50$0$0$0
RENEE BIJOU
19955 NORTHEAST 38TH COURTAVENTURAFL33180VP0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,426,272AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,582,398AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$730,315FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$15,738,985TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$15,738,985AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$236,085CashDeemedCharitableAmt
Net Vl Noncharitable Assets$15,502,900NetVlNoncharitableAssetsAmt
Minimum Investment Return$775,145MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$775,145MinimumInvestmentReturnAmt
Tax Based On Investment Income$25,296TaxBasedOnInvestmentIncomeAmt
Income Tax$28,404IncomeTaxAmt
Total Tax$53,700TotalTaxAmt
Distributable Before Adj$721,445DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$721,445DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$721,445DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$568,171ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$568,171QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$568,171AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$721,445DistributableAsAdjustedAmt
Undistributed Income PY$371,193UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$568,171QualifyingDistributionsAmt
Applied To Year1$371,193AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$196,978AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$524,467UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AHI EZER CONREGATION
1885 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$5,649
AHI EZER
1885 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$1,303
BNOT YISRAEL
243 PROSPECT STLAKEWOOD TOWNSHIPNJ08701PCUNRESTRICTED$24,000
GIRLS TOWN OR CHADASH
1417 CONEY ISLAND AVEBROOKLYNNY11230PCUNRESTRICTED$25,000
GMACH CHASDEL
5809 16TH AVEBROOKLYNNY11204PCUNRESTRICTED$250
JEWISH COMMUNAL FUND
575 MADISON AVE STE 703NEW YORKNY10022PCUNRESTRICTED$350,000
LEV AHARON
1464 E 5TH STBROOKLYNNY11230PCUNRESTRICTED$101
LULAV
1537 40TH STBROOKLYNNY112184415PCUNRESTRICTED$450
MAGEN DAVID YESHIVA
1116 49TH STBROOKLYNNY112192904PCUNRESTRICTED$18,000
MASKERET HALFON
1116 49TH STBROOKLYNNY112192904PCUNRESTRICTED$500
MAZERET HALFON
1791 OCEAN PKWYBROOKLYNNY112232010PCUNRESTRICTED$260
MIKDASH ELIYAHU
400 AVENUE UBROOKLYNNY11223PCUNRESTRICTED$22,000
NAOMI'S LEGACY
400 AVENUE UBROOKLYNNY11223PCUNRESTRICTED$180
NAVAT YISRAEL
2 ETHEL RD STE 205AEDISONNJ08818PCUNRESTRICTED$22,600
PORTA VITA
295 PARK AVELONG BRANCHNJ07740PCUNRESTRICTED$4,831
RABBI DAVID SEMAH
15 W 16TH STNEW YORKNY10011PCUNRESTRICTED$2,000
RABBI DAVID SEMAH CONGREGATION
15 W 16TH STNEW YORKNY10011PCUNRESTRICTED$2,000
RABBI EITAN YUNGERMANN
15 W 16TH STNEW YORKNY10011PCUNRESTRICTED$202
RABBI YEHOUDA
2296 CONEY ISLAND AVEBROOKLYNNY11223PCUNRESTRICTED$1,380
RENOVEL
2296 CONEY ISLAND AVEBROOKLYNNY11223PCUNRESTRICTED$240
SEPHARDIC COMMUNITY ALLIANCE
1901 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$11,500
SEPHARDIC FOUNDATION TORAH STUDIES
1901 OCEAN PKWYBROOKLYNNY11223PCUNRESTRICTED$675
SEPHARDIC INSTITUTE
805 AVENUE TBROOKLYNNY112233341PCUNRESTRICTED$800
SEPHARIDIC STUDY CENTER
1277 E 14TH STBROOKLYNNY112305240PCUNRESTRICTED$10,000
SEPHARDIC SYNAGOGUE
507 OCEAN PKWYBROOKLYNNY112305240PCUNRESTRICTED$12,000
YESHIVA GEDOLA BAIS YIRAEL
PO BOX 660076FRESH MEADOWSNY113660076PCUNRESTRICTED$1,000
YESHIVA OF FLATBUSH
1649 EAST 13TH STBROOKLYNNY11229PCUNRESTRICTED$51,250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$568,171TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$11,324UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd
Exclusion$28,322ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$13,892ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$529,567UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd
Exclusion$1,475,003ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$540,891UnrelatedBusinessTaxblIncmAmt
Exclusion$1,517,217ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,058,108TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE CRI ACT WAS AMENDED TO PERMIT CHARITABLE ORGANIZATIONS RECEIVING ANNUAL GROSS CONTRIBUTIONS OF $10,000 OR LESS TO CHOOSE WHETHER OR NOT THEY WISH TO MAINTAIN A REGISTRATION WITH THE N.J. CHARITIES REGISTRATION SECTION, BUT NO LONGER REQUIRES THEM TO DO SO.ExplanationTxt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)

AssetAssetDescHow AcquiredHowAcquiredTxtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtSales ExpenseSalesExpenseAmtTotal NetTotalNetAmt
CGH 107306 - ACQ INDEBTEDNESSPURCHASED$1,077,989$994,782$0$83,207
CGH 107306 - ACQ INDEBTEDNESSPURCHASED$1,194,260$747,900$0$446,360

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990 PF, PART VII-B, LINE 1A(2):FormAndLineReferenceDesc
Medium ExplanationA SUBSTANTIAL CONTRIBUTOR HAS GIVEN A NON-INTEREST BEARING LOAN OF $7,770 TO THE FOUNDATION. THIS MEETS THE DEFINITION OF SELF-DEALING AND AS SUCH BOX 1A(2) OF PART VII-B HAS BEEN CHECKED YES. HOWEVER, BECAUSE THE LOAN IS WITHOUT INTEREST, IT MEETS THE EXCEPTION FOR FORM 4720 AND THEREFORE, FORM 4720 HAS NOT BEEN PREPARED.MediumExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockGILDER, GAGNON, HOWE & COStockNm
EOY Book Value$6,324,128EOYBookValueAmt
EOYFMV$13,730,857EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemINVESTMENTS - REAL ESTATECategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$730,315BookValueAmt
EOYFMV$730,315EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
DIVIDEND EXPENSE$52,598$31,528$0
BANK CHAGES$1,768$1,768$0
OTHER INVESTMENT EXPENSE$151,892$151,892$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescTHOUGH MGC LLCDesc
Revenue And Expenses Per Books$13,892RevenueAndExpensesPerBooksAmt
Net Investment Income$13,892NetInvestmentIncomeAmt
Adjusted Net Income$13,892AdjustedNetIncomeAmt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescLOAN PAYABLE TO OFFICERSDesc
BOY Book Value$7,770BOYBookValueAmt
EOY Book Value$7,770EOYBookValueAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (3 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
YESHIVAT SHEERITH YOSEF
NONE$50,000$50,0002017-042020-12AT MATURITY0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$50,000$50,0002018-052020-12ON DEMAND0.000000000000NONECHARITABLENONE$0
YESHIVAT SHEERITH YOSEF
NONE$30,000$30,0002018-042020-12ON DEMAND0.000000000000$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES PAID$880$880$0
FEDERAL TAX PAYMENTS$51,167$0$0

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