NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202023219349105777
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T15:39:19-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNERAMPER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % N'VE SHALOM FOUNDATION INC | InCareOfNm |
| Business Name Control | NVES | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET Suite 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY SHALOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125327911 | PhoneNum |
| Signature | 2020-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00360623 | PTIN |
| Phone | 2129498700 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.238.150.4 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 13478420203215000040 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F430950FC8404E127440C3458D5B73AF7AEE7F47 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 21328CEABB858A879636DCC1D180C5C888620B54 | 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 | $2,586,894 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $111,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,403 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $16,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $16,334 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $100,219 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $100,219 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $228,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $228,233 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $8,002 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,002 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,413 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $113 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $828 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,243 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,115 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $250 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $101,901 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $101,901 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $117,144 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,115 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,089 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $482,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,437 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,437 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,300 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,300 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,300 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,553,240 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,529,191 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,760,157 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | -$78,577 | OtherAssetsBOYAmt |
| Other Assets EOY | $11,727 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $120,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,136,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,247,655 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,586,894 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $2,136,566 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,247,655 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,136,566 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,247,655 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,136,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,247,655 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,136,566 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,089 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,247,655 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,247,655 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1900 SHS ALLIANZGI EQUITY | P | 2016-08-16 | 2019-01-29 | $37,608 | $36,810 | $798 | $798 |
| 600 SHS EATON VANCE CORP | P | 2016-04-07 | 2019-01-30 | $22,593 | $19,932 | $2,661 | $2,661 |
| .922 SHS VIRTUS TOTAL RETURN | P | 2017-06-02 | 2019-11-19 | $10 | $9 | $1 | $1 |
| CAPITAL GAIN DIVIDENDS | P | $12,874 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $16,334 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $101,850 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,365,525 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043056 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $116,161 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,235,317 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051966 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $125,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,985,880 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.063336 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $177,186 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,077,804 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085276 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $126,803 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,092,305 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060604 | DistributionYr5Rt |
| Total Distribution | 0.304238 | TotalDistributionRt |
| Average Distribution | 0.060848 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,417,153 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $147,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,201 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $149,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $102,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,402 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,402 | SubtotalAmt |
| Tax Based On Investment Income | $4,402 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,864 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,864 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,462 | OverpaymentAmt |
| Applied To ES Tax | $5,462 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125327911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET SUITE 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||||
| 3 EAST 54TH STREET | NEW YORK | NY | 10022 | PRES. & TREAS. | 0 | $0 | $0 | $0 |
| ISAAC G SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | SECRETARY | 0 | $0 | $0 | $0 |
| WILLIAM SHALOM | ||||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | V.P. | 0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,818,087 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $511,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $124,300 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,453,962 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,453,962 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,809 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,417,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $120,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $120,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,402 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,402 | TotalTaxAmt |
| Distributable Before Adj | $116,456 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $116,456 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $116,456 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $102,151 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $102,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $116,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $13,376 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $76,430 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,228 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,101 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $126,135 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $102,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $14,305 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $14,305 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,830 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $111,830 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $75,501 | ExcessFromYear4Amt |
| Excess From Year3 | $29,228 | ExcessFromYear3Amt |
| Excess From Year2 | $7,101 | ExcessFromYear2Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| 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 |
|---|---|---|---|---|---|---|---|
| OZAR HATORAH INC | |||||||
| 411 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | PC | EDUCATIONAL | $50,000 |
| AMERICAN FRIENDS OF MERKAZ HATORAH | |||||||
| 10 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $5,000 |
| SAFE FOUNDATION INC | |||||||
| PO BOX 230060 | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $7,000 |
| KEREN HAYESHIVOT TRUST | |||||||
| 1616 E 10TH ST | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $2,501 |
| OR HACHAYIM | |||||||
| 10 W 33RD ST | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $3,600 |
| PROPEL NETWORK INC | |||||||
| 211 EAST 43RD STREET | NEW YORK | NY | 10017 | NONE | PC | CHARITY | $1,200 |
| EXCEED NETWORK | |||||||
| 404 FIFTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | CHARITY | $1,800 |
| SYNAGOGUE OF DEAL | |||||||
| PO BOX 208 | DEAL | NJ | 07723 | NONE | PC | CHARITY | $3,600 |
| AMERICAN FRIENDS OF SHEHEBAR SEPHARDIC CENTER | |||||||
| 34 WEST 33RD ST 2ND FOOR | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $6,000 |
| SEPHARDIC SYNAGOGUE | |||||||
| 511 AVENUE R | BROOKLYN | NY | 11223 | none | PC | charity | $2,000 |
| SEPHARDIC COMMUNITY CENTER | |||||||
| 1901 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $5,000 |
| WOMAN'S INTERNATIONAL ZIONIST ORGANIZATION | |||||||
| 950 THIRD AVE | NEW YORK | NY | 10022 | NONE | PC | CHARITY | $2,000 |
| SEPHARDIC ACADEMY OF MANHATTAN | |||||||
| 1274 2ND AVENUE | NEW YORK | NY | 10065 | NONE | PC | CHARITY | $2,400 |
| BONEI OLAM | |||||||
| 1775 46TH ST | BROOKLYN | NY | 11204 | NONE | PC | CHARITY | $2,600 |
| AMERICAN ISRAEL PUBLIC AFFAIRS | |||||||
| 711 3RD AVE | NEW YORK | NY | 10017 | NONE | PC | CHARITY | $3,600 |
| AHAVAT HAIM VACHESED | |||||||
| PO BOX 226 | DEAL | NJ | 07723 | NONE | PC | CHARITY | $3,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $101,901 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $111,403 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $100,219 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $16,334 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $228,233 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,233 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BONDS | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN TOTAL DYNAMIC DIV FD | $157,070 | $52,491 |
| VOYA GLOBAL EQ DIV & PRM OPP | $41,454 | $19,808 |
| VISA INC | $4,400 | $75,160 |
| TWO HARBORS INVT CORP | $93,627 | $84,226 |
| KINDER MORGAN INC DEL | $37,133 | $21,022 |
| NEW RESIDENTIAL INVT COR | $361,091 | $451,402 |
| ALLIANZGI EQUITY & CONV INCOME | ||
| APPLE INC | $72,611 | $171,785 |
| EATON VANCE CORP NON VTG | ||
| JPMORGAN CHASE & CO. | $21,973 | $52,275 |
| LMP CAP & INCOME FUND | $18,007 | $21,756 |
| MACY'S INC | $17,966 | $8,500 |
| MICROSOFT CORP. | $13,230 | $37,848 |
| NIKE INC. CLASS B | $15,077 | $25,328 |
| ARES CAPITAL CORP | $84,220 | $95,115 |
| CENTURYLINK INC. | $83,938 | $44,914 |
| PENNYMAC MORTGAGE INVEST TRUST | $126,012 | $174,419 |
| STARWOOD PROPERTY TRUST INC. | $136,355 | $155,251 |
| VIRTUS TOTAL RETURN FUND INC. | $107,305 | $119,917 |
| CHIMERA INVESTMENT CORP | $66,109 | $81,418 |
| MARATHON PETROLEUM CORP | $18,685 | $39,343 |
| TORTOISE ENERGY | $52,928 | $28,179 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYAL PROMENADE LLC | Desc |
| BOY Book Value | -$78,577 | BOYBookValueAmt |
| EOY Book Value | $11,727 | EOYBookValueAmt |
| EOYFMV | $120,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $250 | $250 |
| MISCELLANEOUS | $578 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM PARTNERSHIP-ROYAL PROMENADE | ||
| EIN: 13-4119440 | $100,219 | $100,219 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTES RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $4,300 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| STATE TAXES | $113 | $113 |
| FEDERAL TAXES | $6,300 |