IP FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- IP FOUNDATION (EIN 20-5795702)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-09-11
- IRS object ID
- 202022559349100207
- 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 Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-09-11T11:57:28-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131938264 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASS & LEMER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 HEMPSTEAD AVENUE | AddressLine1Txt |
| City | WEST HEMPSTEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11552 | 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 | 205795702 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IP FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IPFO | BusinessNameControlTxt |
| Phone | 5165675056 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO EVAN POCKRISS 290 OCEAN AVE | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EVAN POCKRISS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5165675056 | PhoneNum |
| Signature | 2020-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY GOLDGRAB | PreparerPersonNm |
| PTIN | P01087335 | PTIN |
| Phone | 5164859600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.6.161.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-11 | IPDt |
| IP Tm | 12:56:46 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0B236FEA036281BF8860F55256178A605942614C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AF982E6A63E58668E16EDAD227E2E0BF8AD7256B | 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 | $327,127 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $24,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,592 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,025 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,025 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,476 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,476 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $289 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $50 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $38,782 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,143 | 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 | $1,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $950 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $125 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $296 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,588 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $396 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,075 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,123 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $32,123 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,711 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $396 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,198 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,071 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,747 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $112,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $118,715 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $118,715 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $162,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $167,080 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $208,412 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $275,624 | TotalAssetsBOYAmt |
| Total Assets EOY | $285,795 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $327,127 | 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 | $275,624 | RetainedEarningBOYAmt |
| Retained Earning EOY | $285,795 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $275,624 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $285,795 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $275,624 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $285,795 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $275,624 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,071 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,100 | OtherIncreasesAmt |
| Subtotal | $285,795 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $285,795 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| VANGUARD | $2,689 | $2,012 | $677 | $677 | |
| INVESCO | $4,188 | $3,703 | $485 | $485 | |
| BLACKSTONE | $8,055 | $5,247 | $2,808 | $2,808 | |
| ADVANCED MICRO DEVICES INC | $6,587 | $6,100 | $487 | $487 | |
| ADVANCED MICRO DEVICES INC | $3,991 | $3,050 | $941 | $941 | |
| THRU THE BLACKSTONE GROUP K-1 | $66 | $66 | $66 | D | |
| THRU THE BLACKSTONE GROUP K-1 | $12 | $12 | $12 | D |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,476 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,282 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $44,160 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,100 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,200 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000000 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $19,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $297,106 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $137 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,198 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $137 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $137 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $137 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVAN POCKRISS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5165675056 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 KEEWAYDIN RD | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EVAN POCKRISS | ||||||||
| 17 KEEWAYDIN RD | LAWRENCE | NY | 11559 | PRESIDENT | 8.00 | $0 | $0 | $0 |
| PHILIP POCKRISS | ||||||||
| 2710 ELLIOTT STREET | MERRICK | NY | 11566 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| LISA BLACK | ||||||||
| 17 KEEWAYDIN RD | LAWRENCE | NY | 11559 | SECRETARY | 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 | $183,307 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $118,323 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $301,630 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $301,630 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,524 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $297,106 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,855 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,855 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $137 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $137 | TotalTaxAmt |
| Distributable Before Adj | $14,718 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,718 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,718 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,198 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $33,198 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $137 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $33,061 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,718 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,200 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $44,160 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $36,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,042 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,198 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $14,718 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,480 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $152,522 | 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 | $19,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $133,222 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,200 | ExcessFromYear4Amt |
| Excess From Year3 | $17,100 | ExcessFromYear3Amt |
| Excess From Year2 | $44,160 | ExcessFromYear2Amt |
| Excess From Year1 | $36,282 | ExcessFromYear1Amt |
| Excess From Current Year | $18,480 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EVAN POCKRISS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 5TOMCHEI SHABBOS QUEENS | |||||||||||
| 129-01 METROPOLITAN AVE | KEY GARDENS | NY | 11415 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $485 | ||||
| AMERICAN FRIENDS OF LEKET | |||||||||||
| 384 WARWICK AVE | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $36 | ||||
| AMERICAN FRIENDS OF SHALVA | |||||||||||
| 315 5TH AVE | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 | ||||
| AMERICAN FRIENDS OF YAD ELIEZER | |||||||||||
| 410 GLENN RD | JACKSON TOWNSHIP | NJ | 08527 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 | ||||
| AVIGDORS HELPING HAND | |||||||||||
| 138-45 78TH DR | FLUSHING | NY | 11367 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 | ||||
| AYELET HASHACHOR | |||||||||||
| N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,000 | 4 HAROEH ST | REHOVOT | IS | 76150 | ||||
| BAIS YAAKOV | |||||||||||
| 613 BEACH 9TH ST | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $540 | ||||
| BONEI OLAM | |||||||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $250 | ||||
| CAHAL | |||||||||||
| 540 WILLOW AVE A | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $118 | ||||
| CHABAD OF THE 5 TOWNS | |||||||||||
| 74 MAPLE AVENUE | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $11,880 | ||||
| DAVIS MEMORIAL FUND | |||||||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,540 | ||||
| HATZALAR OF THE ROCKAWAYS AND NASSAU | |||||||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $680 | ||||
| HFBA | |||||||||||
| 125 MAIDEN LN 5B | NEW YORK | NY | 10038 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $200 | ||||
| KESSER MALKA | |||||||||||
| 35 ASCENSION ST | PASSAIC | NJ | 07055 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,500 | ||||
| KOBY MANDELL FOUNDATION | |||||||||||
| 366 PEARSALL AVE SUITE 1 | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $36 | ||||
| KULANU | |||||||||||
| 165 WEST END AVE 3R | NEW YORK | NY | 10023 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 | ||||
| LEON LIEF CHILDREN FUND | |||||||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $100 | ||||
| LEON MAYER FUND | |||||||||||
| 1001 HAZEL PLACE | WOODMERE | NY | 11598 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,720 | ||||
| MADRAIGOS | |||||||||||
| 936 BROADWAY | WOODMERE | NY | 11598 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 | ||||
| MEIR PANIM | |||||||||||
| 5316 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $72 | ||||
| OUR PLACE | |||||||||||
| 40 WALL STREET FLOOR 60 | NEW YORK | NY | 10005 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 | ||||
| PROJECT EXTREME | |||||||||||
| 335 CENTRAL AVE | LAWRENCE | NY | 11559 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $54 | ||||
| RABBINICAL SEMINARY OF AMERICA | |||||||||||
| 76-01 147TH STREET | FLUSHING | NY | 11367 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $200 | ||||
| SEPHARDIC BIKUR HOLIM | |||||||||||
| 425 KINGS HWY | BROOKLYN | NY | 11223 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $500 | ||||
| SHARSHERET | |||||||||||
| 1086 TEANECK RD SUITE 2G | TEANECK | NJ | 07666 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 | ||||
| TALMUD TORAH SIACH YITZCHOK | |||||||||||
| 10-45 BEACH 9TH ST | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 | ||||
| TOMCHEI SHABOOS 5 TOWNS | |||||||||||
| 634 OAK DRIVE | FAR ROCKAWAY | NY | 11691 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $3,000 | ||||
| YACHAD | |||||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 | ||||
| YAD BATYA L'KALLAH | |||||||||||
| 1256 E26TH STREET | BROOKLYN | NY | 11210 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $360 | ||||
| YESHIVA MORESHES YEHOSHUA | |||||||||||
| 817 CENTRAL AVE | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $1,200 | ||||
| YESHIVA TELSHE ALUMNI | |||||||||||
| 4904 INDEPENDENCE AVE | BRONX | NY | 10471 | N/A | PUBLIC CHARITIES | GENERAL SUPPORT PURPOSES | $180 | ||||
| YOUNG ISRAEL OF LAWRENCE-CEDARHURST | |||||||||||
| 8 SPRUCE ST | CEDARHURST | NY | 11516 | N/A | PUBLIC CHARITIES | AK - 06/01/20 04:02PM WORKSHEET PRIVATE FOUNDATION | $1,360 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $32,123 | 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 | $2,592 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,025 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $289 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,476 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,382 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,382 | 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 | EVAN POCKRISS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17 KEEWAYDIN RD | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,400 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HTH LEVIDOW LLC | CategoryTxt |
| Amt | $1,050 | Amt |
| Net Investment Income | $100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $950 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD AT TD AMERITRADE | StockNm |
| EOY Book Value | $167,080 | EOYBookValueAmt |
| EOYFMV | $208,412 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $50 | $50 | $0 |
| INVESTMENT EXPENSES | $246 | $246 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BLACKSTONE GROUP K-1 DISTRIBUTION | $239 | $0 | $239 |
| BLACKSTONE GROUP K-1 OTHER INCOME | $50 | $50 | $50 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORRECTION TO NET ASSETS | Desc |
| Amt | $5,100 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $117 | $0 | $0 |
| NY TAX | $125 | $0 | $125 |
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