DVAYKUS FONDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DVAYKUS FONDATION INC (EIN 20-2070556)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-06-28
- IRS object ID
- 202021809349100102
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-28T08:25:57-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113431299 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARYEH VICTOR CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SRI LLC PO BOX 172 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 | 202070556 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DVAYKUS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DVAY | BusinessNameControlTxt |
| Phone | 5162398134 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 HARBORVIEW WEST | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROY NEUBERGER | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 5162398134 | PhoneNum |
| Signature | 2020-06-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARYEH VICTOR CPA | PreparerPersonNm |
| PTIN | P01238195 | PTIN |
| Phone | 6463660500 | PhoneNum |
| Preparation | 2020-06-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 100.12.115.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-14 | IPDt |
| IP Tm | 15:15:38 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2AF91693F4A485FC02FD1984AA2ECC85E8E83F40 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2AF91693F4A485FC02FD1984AA2ECC85E8E83F40 | 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 | $4,448,906 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $27,980 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $27,980 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,535 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,535 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $289,118 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,010,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $289,118 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $356,633 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,633 | 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 | $3,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,095 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,349 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $45,644 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $264,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $264,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $310,044 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $264,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $356,633 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,801 | CashBOYAmt |
| Cash EOY | $2,305 | CashEOYAmt |
| Cash EOYFMV | $2,305 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $407,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $240,967 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $240,967 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,002,342 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,216,790 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,205,634 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,413,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,460,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,448,906 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | 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 | $3,413,473 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,460,062 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,413,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,460,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,413,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,460,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,413,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,460,062 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,460,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED STOCKS | P | $753,331 | $739,296 | $14,035 | $14,035 |
| SALE OF PUBLICLY TRADED STOCKS | P | $1,257,389 | $982,306 | $275,083 | $275,083 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $289,118 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $267,400 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,081,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065515 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $239,250 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,925,876 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060942 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $238,050 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,702,889 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.064288 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $512,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,314,304 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.154618 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $353,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,460,035 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079259 | DistributionYr5Rt |
| Total Distribution | 0.424622 | TotalDistributionRt |
| Average Distribution | 0.084924 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,058,204 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $344,639 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,566 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $348,205 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $264,400 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,133 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,133 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,133 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,980 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $8,980 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $1,829 | OverpaymentAmt |
| Applied To ES Tax | $1,829 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2123817323 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 HARBORVIEW WEST | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| ROY S NEUBERGER | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| LINDA NEUBERGER | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 6.00 | $0 | $0 | $0 |
| SARAH NEUBERGER SONES | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| YAFFA NEUBERGER JUNGREIS | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| MIRIAM NEUBERGER HESS | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| NECHAMA NEUBERGER SLATUS | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| AHARON NEUBERGER | ||||||||
| 45 HARBORVIEW WEST | LAWRENCE | NY | 11559 | DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL AID FOR DISADVANTAGED STUDENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $3,786,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $333,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,120,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,120,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,058,204 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $202,910 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $202,910 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,133 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,133 | TotalTaxAmt |
| Distributable Before Adj | $195,777 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $195,777 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $195,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $264,400 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $264,400 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $264,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $195,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $136,308 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $306,651 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $55,798 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,089 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,304 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $621,150 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $264,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $195,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,623 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $689,773 | 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 | $136,308 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $553,465 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $306,651 | ExcessFromYear4Amt |
| Excess From Year3 | $55,798 | ExcessFromYear3Amt |
| Excess From Year2 | $50,089 | ExcessFromYear2Amt |
| Excess From Year1 | $72,304 | ExcessFromYear1Amt |
| Excess From Current Year | $68,623 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROY S NEUBERGER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 45 HARBORVIEW WEST | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5162398134 | RecipientPhoneNum |
| Form And Info And Materials | LETTER APPLICATION | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF IMREI NOAM | |||||||
| 1160 EAST 9TH STREET | BROOKLYN | NY | 11230 | NONE | 501C3 | TO SUPPORT NON PROFIT | $1,000 |
| AMERICAN FRIENDS OF MINYAN AVREICHIM | |||||||
| 228 STONEWAY LANE | MERION ST | PA | 19066 | NONE | 501C3 | TO SUPPORT NON PROFIT | $20,000 |
| AVIV HA TORAH | |||||||
| 5151 BELT LINE RD | DALLAS | TX | 75254 | NONE | 501C3 | TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES | $1,000 |
| BETH MEDRASH GOVOHA | |||||||
| 617 SIXTH STREET | LAKEWOOD | NJ | 08701 | NONE | 501C3 | EDUCATIONAL AID | $10,000 |
| BIKUR CHOLIM OF FAR ROCKAWAY AND THE FIVE TOWNS | |||||||
| POB 294 | LAWRENCE | NY | 11559 | NONE | 501C3 | TO SUPPORT NON PROFIT | $500 |
| BNOS YAAKOV ELEMENTARY SCHOOL | |||||||
| 2 KENT ROAD | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $3,000 |
| CHANICHE HAYESHIVOS | |||||||
| 1197 ROBIN DRIVE | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO SUPPORT TOTAH STUDY AND RELIGIOUS ACTIVITIES | $1,000 |
| CHEVRA HATZOLAH ROCKAWAYS NASSAU COUNTY | |||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | 501C3 | TO ASSIST ORGANIZATION IN ITS LIFE SAVING ACTIVITIES | $1,000 |
| CONGREGATION TIFERES YAAKOV | |||||||
| 1048 EAST 28TH STREET | BROOKLYN | NY | 11210 | NONE | 501C3 | TO SUPPORT NON PROFIT | $1,000 |
| CONGREGATION ZICHRON YISROEL | |||||||
| 121 EAST 9TH STREET | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO SUPPORT NON PROFIT | $2,000 |
| DAVIS MEMORIAL FUND | |||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | NONE | 501C3 | TO SUPPORT NON PROFIT | $2,000 |
| FRIENDS OF AHAVAT SHALOM | |||||||
| 8 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | 501C3 | EDUCATIONAL AID | $1,000 |
| HILLEL FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 8TH ST NW | WASHINGTON | DC | 20001 | NONE | 501C3 | TO SUPPORT NON PROFITTO SUPPORT NON PROFIT | $1,000 |
| HINENI | |||||||
| 232 WEST END AVE | NEW YORK | NY | 10023 | NONE | 501C3 | EDUCATIONAL ASSISTANCE | $15,000 |
| ISRAEL PURIM FUND | |||||||
| 1307 EAST 8TH STREET | BROOKLYN | NY | 11230 | NONE | 501C3 | TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES | $2,200 |
| JERUSALEM KOLLEL | |||||||
| 190 GLEN AVENUE SOUTH | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO SUPPORT TORAH STUDY | $5,000 |
| JEWISH RESOURCE CENTER | |||||||
| 1335 HILL STREET | ANN ARBOR | MI | 48104 | NONE | 501C3 | TO ASSIST NON PROFIT ACHIEVE ITS NON PROFIT PURPOSE OF JEWSIH EDUCATION AND ACTIVITIES | $2,000 |
| KEREN AHAVAS CHESED | |||||||
| 506 EAST 7TH STREET | BROOKLYN | NY | 11218 | NONE | 501C3 | TO ASSIST NON PROFIT IN ITS CHARITABLE WORK | $5,000 |
| KNESSET YEHUDAH | |||||||
| 1218 EAST 13TH STREET | BROOKLYN | NY | 11230 | NONE | 501C3 | TO SUPPORT NON PROFIT | $3,000 |
| KOLLEL TIFERES TZVI | |||||||
| 26 COLUMBIA AVE | CEDARHURST | NY | 11516 | NONE | 501C3 | TO SUPPORT NON PROFIT | $7,000 |
| KOLLEL ZICHRON YOSEF | |||||||
| 424 EAST 5TH STREET | BROOKLYN | NY | 11218 | NONE | 501C3 | TO SUPPORT TORAH STUDY | $10,000 |
| LEV AVROHOM | |||||||
| 574 9TH ST | BROOKLYN | NY | 11218 | NONE | 501C3 | TO SUPPORT NON PROFIT | $5,000 |
| LIFE | |||||||
| C/O WEISLER 27 PARK AVENUE | MONSEY | NY | 10952 | NONE | 501C3 | TO SUPPORT NON PROFIT | $3,000 |
| MESIVTA OF LONG BEACH | |||||||
| 205 WEST BEECH STREET | LONG BEACH | NY | 11561 | NONE | 501C3 | TO ASSIST YESHIVA ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $3,000 |
| MIRRER YESHIVA CENTRAL INTITUTE | |||||||
| 1791 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | 501C3 | TO ASSIST YESHIVA ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $1,000 |
| NATIONAL ASSOCIATION OF CHEVRA KADISHA | |||||||
| 85-18 117TH STREET | RICHMOND HILL | NY | 11418 | NONE | 501C3 | TO SUPPORT NON PROFIT | $4,000 |
| OHR MOSHE | |||||||
| 21 4TH STREET | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES | $3,000 |
| P'EYLIM LEV LACHIM | |||||||
| 1034 EAST 12TH STRET | BROOKLYN | NY | 11230 | NONE | 501C3 | TO SUPPORT NON PROFITTO SUPPORT NON PROFIT | $1,000 |
| PFE ISRAEL ENDOWMENT FUNDS | |||||||
| 630 3RD AVE | NEW YORK | NY | 10017 | NONE | 501C3 | TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES | $1,000 |
| SEATTLE KOLLEL | |||||||
| 5305 52 AVE SOUTH | SEATTLE | WA | 98118 | NONE | 501C3 | TO SUPPORT TORAH STUDY | $5,000 |
| STARS OF ISRAEL | |||||||
| 85252 ABINGDON ROAD | KEW GARDENS | NY | 11415 | NONE | 501C3 | TO SUPPORT NON PROFIT | $1,000 |
| TIFERES BAIS YAAKOV | |||||||
| 613 OAK STREET | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $3,000 |
| TORAH ACADEMY FOR GIRLS | |||||||
| 4-44 BEACH 6TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $7,500 |
| TORAH SYNAGOGUE FOUNDATION | |||||||
| 2048 EAST 17TH STREET | BROOKLYN | NY | 11229 | NONE | 501C3 | TO SUPPORT TORAH STUDY AND RELIGIOUS ACTIVITIES | $5,000 |
| TORAH UMESORAH | |||||||
| 1544 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | 501C3 | TO ASSIST NON PROFIT ACHIEVE ITS PURPOSE TO PROVIDE EDUCATIONAL SUPPORT TO SCHOOLS | $1,000 |
| YESHIVA CHEMDAS HATORAH | |||||||
| 950 MASSACHUSETS AVE | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $1,000 |
| YESHIVA DARCHE TORAH | |||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | 501C3 | TO ASSIST YESHIVA ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $7,500 |
| YESHIVA KNESSES HATORAH | |||||||
| 324 ELMWOOD AVE | BROOKLYN | NY | 11230 | NONE | 501C3 | TO ASSIST YESHIVA ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $5,000 |
| YESHIVA OF FAR ROCKAWAY | |||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $7,500 |
| YESHIVA SHOR YOSHUV | |||||||
| 1 CEDAR LAWN AVE | LAWRENCE | NY | 11559 | NONE | 501C3 | TO SUPPORT EDUCATIONTO SUPPORT TORAH STUDY | $12,000 |
| YESHIVAS MIR YERUSHALYIM | |||||||
| 5227 NEW UTERECHT | BROOKLYN | NY | 11219 | NONE | 501C3 | TO ASSIST YESHIVA ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $10,000 |
| ZEEV HATORAH | |||||||
| 1950 NEW CENTRAL AVE | LAKEWOOD | NJ | 08701 | NONE | 501C3 | TO ASSIST SCHOOL ACHIEVE ITS NON PROFIT PURPOSE TO EDUCATE STUDENTS | $500 |
| KEHILLA BAIS YEHUDA TZVI | |||||||
| 395 OAKLAND AVE | CEDARHURST | NY | 11516 | NONE | 501C3 | TO ASSIST SCHOOL IN ACHIEVING ITS NOT FOR PROFIT PURPOSE TO EDUCATE CHILDREN | $500 |
| KEREN ORAH | |||||||
| 1838 61ST STREET | BROOKLYN | NY | 11204 | NONE | 501C3 | TO ASSIST SCHOOL IN ACHIEVING ITS NOT FOR PROFIT PURPOSE TO EDUCATE CHILDREN | $1,000 |
| LEHAVA RCTT | |||||||
| 63 N LORNA LN | SUFFERN | NY | 10901 | NONE | 501C3 | TO SUPPORT TORAH STUDY | $2,200 |
| CONGREGATION SFTA TAMIM | |||||||
| 1376 EAST 19TH STREET | BROOKLYN | NY | 11230 | NONE | 501C3 | TO SUPPORT NON PROFIT | $1,000 |
| AMERICAN FRIENDS OF KEHILLAT SHIVTEI YESHURUN | |||||||
| 115 NORBEN RD | MONSEY | NY | 10952 | NONE | 501C3 | TO SUPPORT NON PROFIT | $1,000 |
| AMERICAN FRIENDS OF AHAVAT SHALOM | |||||||
| 8 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | 501C3 | TO SUPPORT NON PROFIT | $62,000 |
| AMERICAN FRIEND SOF SHVUT AMI | |||||||
| 669 EAST 7TH STREET | BROOKLYN | NY | 11218 | NONE | 501C3 | TO SUPPORT NON PROFIT | $10,000 |
| AMERICAN FRIENDS OF YESHIVAT HAR HAMOR | |||||||
| 6 WASHINGTON AVE S | LAWRENCE | NY | 11559 | NONE | 501C3 | TO SUPPORT EDUCATIONTO ASSIST SCHOOL IN ACHEIVING ITS NOT FOR PROFIT PURPOSE TO EDUCATE CHILDREN | $1,000 |
| CHASDEI YISROEL | |||||||
| POB 355 | CEDARHURST | NY | 11516 | NONE | 501C3 | TO SUPPORT NOT FOR PROFIT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $264,400 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $27,980 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $39,535 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $289,118 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $356,633 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $356,633 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 8 | CAPITAL GAINS EARNED ON SECURITIES DEVOTED TO EXEMPT PURPOSES |
| 4 | INTEREST EARNED ON BOND PORTFOLIO DEVOTED TO EXEMPT PURPOSES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE LISTED STOCKS | StockNm |
| EOY Book Value | $3,216,790 | EOYBookValueAmt |
| EOYFMV | $4,205,634 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $175 | $0 | $0 |
| MANAGEMENT FEE | $31,174 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $10,906 | $0 | $0 |
| FOREIGN TAX | $189 | $0 | $0 |
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