ETZCHAIM CHARITABLE TR: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ETZCHAIM CHARITABLE TR (EIN 13-7138977)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349105623
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:35:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 TIMES SQUARE 151 WEST 42ND STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 | 137138977 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ETZ CHAIM CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ETZC | BusinessNameControlTxt |
| Phone | 7185540820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 50TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL WOLF | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7185540820 | PhoneNum |
| Signature | 2020-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONNA ALOISE | PreparerPersonNm |
| PTIN | P00775237 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 66.98.98.8 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 15:34:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | F273B5A2E4BA17E34E36472925C7FAA1AC6D1B44 | 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 | $36,600,745 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $12,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,750 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,750 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,834,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,834,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $571,905 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,945,583 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $571,905 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $156,432 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $156,432 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,599,577 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,587,277 | 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 | $8,975 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $20,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $198,958 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $365,199 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $227,933 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $365,199 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,593,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,593,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,821,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $365,199 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,593,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $778,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,222,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,176,090 | CashBOYAmt |
| Cash EOY | $2,945,908 | CashEOYAmt |
| Cash EOYFMV | $2,945,908 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,500,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,000,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $26,702,718 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,191,406 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $31,654,837 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $33,378,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,137,314 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $36,600,745 | 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 | $33,378,808 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,137,314 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $33,378,808 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,137,314 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,378,808 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,137,314 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $33,378,808 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $778,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,535 | OtherIncreasesAmt |
| Subtotal | $34,173,637 | SubtotalAmt |
| Other Decreases | $1,036,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $33,137,314 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (57 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ALLIANZGI COVERTIBLE AND INCOME FD SHS | P | 2019-12-31 | $10,293 | $25,260 | -$14,967 | -$14,967 | |
| DIMENSIONAL FUND ADVISORS EMRG MKTS | P | 2019-05-14 | $1,630 | $1,653 | -$23 | -$23 | |
| DIMENSIONAL FUND ADVISORS EMRG MKTS | P | 2019-05-14 | $56,412 | $55,275 | $1,137 | $1,137 | |
| DIMENSIONAL FUND ADVISORS INFLATION PROTECTED | P | 2019-11-06 | $21,824 | $22,023 | -$199 | -$199 | |
| DIMENSIONAL FUND ADVISORS INFLATION PROTECTED | P | 2019-11-06 | $2,455 | $2,415 | $40 | $40 | |
| DIMENSIONAL FUND ADVISORS INTL CORE EQTY | P | 2019-05-14 | $5,086 | $5,242 | -$156 | -$156 | |
| DIMENSIONAL FUND ADVISORS INTL CORE EQTY | P | 2019-05-14 | $176,934 | $161,311 | $15,623 | $15,623 | |
| DIMENSIONAL FUND ADVISORS RE | P | 2019-05-14 | $7,257 | $6,567 | $690 | $690 | |
| DIMENSIONAL FUND ADVISORS RE | P | 2019-05-14 | $159,327 | $135,330 | $23,997 | $23,997 | |
| DIMENSIONAL FUND ADVISORS SELIVELY HDGD G | P | 2019-11-06 | $5,773 | $5,508 | $265 | $265 | |
| DIMENSIONAL FUND ADVISORS SELIVELY HDGD G | P | 2019-11-06 | $99,712 | $103,082 | -$3,370 | -$3,370 | |
| DIMENSIONAL FUND ADVISORS SHORT TERM EXTENDED QUALITY I | P | 2019-11-06 | $102,984 | $102,175 | $809 | $809 | |
| DIMENSIONAL FUND ADVISORS SHORT TERM EXTENDED QUALITY I | P | 2019-11-06 | $2,593 | $2,511 | $82 | $82 | |
| DIMENSIONAL FUND ADVISORS TAX-MNGD | P | 2019-06-04 | $19,065 | $13,101 | $5,964 | $5,964 | |
| DIMENSIONAL FUND ADVISORS TAX-MNGD | P | 2019-06-04 | $2,868 | $2,735 | $133 | $133 | |
| DIMENSIONAL FUND ADVISORS US CORE EQTY | P | 2019-05-14 | $378,205 | $289,764 | $88,441 | $88,441 | |
| DIMENSIONAL FUND ADVISORS US CORE EQTY | P | 2019-05-14 | $8,982 | $8,546 | $436 | $436 | |
| DIMENSIONAL FUND ADVISORS US LG | P | 2019-05-14 | $5,680 | $5,389 | $291 | $291 | |
| DIMENSIONAL FUND ADVISORS US LG CO | P | 2019-05-14 | $214,730 | $150,315 | $64,415 | $64,415 | |
| DIMENSIONAL FUND ADVISORS US SM CAP VALUE | P | 2019-05-14 | $11,614 | $10,899 | $715 | $715 | |
| DIMENSIONAL FUND ADVISORS US SM CAP VALUE | P | 2019-05-14 | $156,213 | $154,074 | $2,139 | $2,139 | |
| DODGE & COX FUNDS | P | 2019-05-14 | $143,846 | $116,856 | $26,990 | $26,990 | |
| DODGE & COX FUNDS | P | 2019-05-14 | $3,239 | $3,361 | -$122 | -$122 | |
| FACEBOOK INC | P | 2019-05-14 | $91,351 | $10,785 | $80,566 | $80,566 | |
| FORD MOTOR CO | P | 2019-05-14 | $20,842 | $22,684 | -$1,842 | -$1,842 | |
| FORD MOTOR CO | P | 2019-05-14 | $1,312 | $1,259 | $53 | $53 | |
| HARBOR FUNDS CAP APPRECIATION | P | 2019-05-14 | $12,965 | $11,143 | $1,822 | $1,822 | |
| HARBOR FUNDS CAP APPRECIATION | P | 2019-05-14 | $118,749 | $98,377 | $20,372 | $20,372 | |
| K-1 CHILDREN'S INVESTMENT FUND | P | 2019-12-31 | $3,464 | $3,464 | $3,464 | 2018-01-01 | |
| K-1 CHILDREN'S INVESTMENT FUND | P | 2019-12-31 | $1,902 | $1,902 | $1,902 | 2019-01-01 | |
| MERRILL LYNCH CAPITAL GAIN DISTRIBUTIONS | P | 2019-12-31 | $3,665 | $3,665 | $3,665 | ||
| MODELEZ INTL INC COM | P | 2019-05-14 | $1,190 | $1,019 | $171 | $171 | |
| MONDELEZ INTL INC | P | 2019-05-14 | $51,827 | $20,298 | $31,529 | $31,529 | |
| PFIZER INC | P | 2019-05-14 | $41,007 | $18,600 | $22,407 | $22,407 | |
| PFIZER INC | P | 2019-05-14 | $1,381 | $1,411 | -$30 | -$30 | |
| PUTNAM GROWTH OPPORTUNITIES | P | 2019-10-03 | $7,854 | $2,324 | $5,530 | $5,530 | |
| PUTNAM SUSTAINABLE LEADERS FUND | P | 2019-10-03 | $7,080 | $2,630 | $4,450 | $4,450 | |
| SX53 LIRN ISSUER HSBC | P | 2019-02-22 | $223,518 | $215,000 | $8,518 | $8,518 | |
| SX53 LIRN ISSUER RBC | P | 2019-01-25 | $331,615 | $320,000 | $11,615 | $11,615 | |
| TD AMERITRADE CAPITAL GAIN DISTRIBUTION | P | 2019-12-31 | $23,644 | $23,644 | $23,644 | ||
| VANGUARD EXPLORER ADMIRAL | P | 2019-05-14 | $82,294 | $79,578 | $2,716 | $2,716 | |
| VANGUARD EXPLORER ADMIRAL | P | 2019-05-14 | $9,026 | $7,782 | $1,244 | $1,244 | |
| VANGUARD INTL GROWTH | P | 2019-05-14 | $3,551 | $3,129 | $422 | $422 | |
| VANGUARD INTL GROWTH | P | 2019-05-14 | $64,898 | $54,084 | $10,814 | $10,814 | |
| VANGUARD INTL VALUE INVESTOR | P | 2019-05-14 | $7,510 | $6,986 | $524 | $524 | |
| VANGUARD INTL VALUE INVESTOR | P | 2019-05-14 | $121,223 | $123,423 | -$2,200 | -$2,200 | |
| VANGUARD SHORT TERM BOND | P | 2019-05-24 | $12,169 | $11,969 | $200 | $200 | |
| VANGUARD SHORT TERM BOND | P | 2019-05-24 | $558,575 | $562,505 | -$3,930 | -$3,930 | |
| VANGUARD STRM INFPROIDX | P | 2019-11-06 | $97,553 | $98,215 | -$662 | -$662 | |
| VANGUARD STRM INFPROIDX | P | 2019-11-06 | $1,948 | $1,925 | $23 | $23 | |
| WELLS FARGO & CO | P | 2019-10-03 | $9,277 | $4,843 | $4,434 | $4,434 | |
| DIMENSIONAL FUND ADVISORS SELIVELY HGDG | P | 2019-11-06 | $78,176 | $83,851 | -$5,675 | -$5,675 | |
| DIMSIONAL FUND ADVISORS INFLATION PROTECTED | P | 2019-11-06 | $96,012 | $95,439 | $573 | $573 | |
| DIMENSIONAL FUND ADVISORS TAX-MNGD | P | 2019-06-04 | $122,142 | $48,006 | $74,136 | $74,136 | |
| DIMENSIONAL FUND ADVISORS EMRG MARKETS | P | 2019-05-14 | $23,114 | $23,703 | -$589 | -$589 | |
| DODGE & COX FUNDS STOCK INVESTORS | P | 2019-05-14 | $62,704 | $31,878 | $30,826 | $30,826 | |
| HOME STREET INC | P | 2019-05-14 | $55,323 | $27,440 | $27,883 | $27,883 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $571,905 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,564,904 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $32,893,739 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047575 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $939,200 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $34,909,329 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.026904 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $904,510 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $29,018,356 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $978,850 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $29,675,616 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032985 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,171,150 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $23,599,135 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049627 | DistributionYr5Rt |
| Total Distribution | 0.188261 | TotalDistributionRt |
| Average Distribution | 0.037652 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $35,707,633 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,344,464 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $22,221 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,366,685 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,593,350 | 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 | $22,221 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $22,221 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $22,221 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $38,654 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,654 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,433 | OverpaymentAmt |
| Applied To ES Tax | $16,433 | 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 | 0 | 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 |
| Individual With Books | SAUL WOLF | IndividualWithBooksNm |
| Phone | 7188519700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 50TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAUL WOLF | ||||||||
| 1520 50TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DEBORAH WOLF | ||||||||
| 1520 50TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $16,183,565 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,902,468 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,165,371 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $36,251,404 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $36,251,404 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $543,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,707,633 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,785,382 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,785,382 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,221 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,221 | TotalTaxAmt |
| Distributable Before Adj | $1,763,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,763,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,763,161 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,593,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,593,350 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $22,221 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,571,129 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,763,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,579,554 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,593,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,579,554 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,796 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,749,365 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF MADISON | ||||||
| 2122 AVENUE S | BROOKLYN | NY | 11229 | NONE | UNRESTRICTED | $5,000 |
| AGUDATH ISRAEL OF PASSAIC | ||||||
| 262 TERHUNE AVENUE | PASSAIC | NJ | 07055 | NONE | UNRESTRICTED | $500 |
| ALEPH INSTITUTE | ||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | UNRESTRICTED | $1,000 |
| AMERICAN FRIENDS OF KEREN YAD L-CHAIM | ||||||
| 1240 EAST 9TH STREET | BROOKLYN | NY | 11230 | NONE | UNRESTRICTED | $10,000 |
| AMERICAN FRIENDS OF YESHIVA DMIR INC | ||||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $37,500 |
| AMERICAN FRIENDS OF YESHIVA ZICHROEN DOVID | ||||||
| 144-19 76TH AVENUE | FLUSHING | NY | 11367 | NONE | UNRESTRICTED | $1,000 |
| AMERICAN FRIENDS OF ZICHRON NUCHEM | ||||||
| 1665 45TH STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $5,000 |
| BAYIS LEPLEITOS | ||||||
| 56 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | UNRESTRICTED | $1,000 |
| BEER MIRIAM | ||||||
| 287 HEYWARD STREET | BROOKLYN | NY | 11206 | NONE | UNRESTRICTED | $1,250 |
| BETH ELIYAHU CONGREGATION | ||||||
| 5202 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,000 |
| BETH MEDRASH CHASIDIM | ||||||
| 1623 48TH STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $100,000 |
| BNEI AVROHOM | ||||||
| 4424 18TH AVE | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $25,000 |
| BOBOVER YESHIVA BNEI ZION | ||||||
| 4206 15TH AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $40,000 |
| CHAIM MEDICAL | ||||||
| 68 SEVEN SPRINGS MOUNTAIN RD | MONROE | NY | 10950 | NONE | UNRESTRICTED | $5,000 |
| CHAISHEK SHLOMO | ||||||
| 1729 45TH STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $20,200 |
| CHASDEI UVOIS | ||||||
| 4909 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $105,000 |
| CHAVEIRIM MAKSHIVIM | ||||||
| 4206 15TH AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,800 |
| CHMOL | ||||||
| 5225 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,800 |
| CHOFETZ CHAIM HERITAGE FOUNDATION | ||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | UNRESTRICTED | $5,000 |
| CONG AHAVAS CHESED | ||||||
| 1501 48TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,000 |
| CONG ALEXANDER INC | ||||||
| 4915 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $10,000 |
| CONG BETH DAVID | ||||||
| 1254 49TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| CONG BNEI PINCHOS | ||||||
| 621 DAHILL ROAD | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $4,000 |
| CONG CHOCHMAS SHLOMO | ||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $26,800 |
| CONG EITZ CHAIM DBOBOV | ||||||
| 1532 47TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,500 |
| CONG OHEL TORAH | ||||||
| 172 RODNEY STREET | BROOKLYN | NY | 11211 | NONE | UNRESTRICTED | $18,000 |
| CONG SHEARITH ISRAEL | ||||||
| 5224 15TH AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,800 |
| CONG TARSHISH | ||||||
| 1438 53RD STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $55,000 |
| CONG TOLDOS YAKOV YOSEF | ||||||
| 4716 17TH AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,500 |
| CONG YETEV LEV | ||||||
| 5220 NEW URECHT AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $20,000 |
| CONG AHAVAS TZDOKAH V'CHESED | ||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $20,000 |
| CONGREGATION CHAKAL YITZCHOK | ||||||
| 1462 56TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| CONGREGATION CHAZON YECHESKAL | ||||||
| 199 LEE AVE PMB 221 | BROOKLYN | NY | 11211 | NONE | UNRESTRICTED | $1,000 |
| CONGREGATION DIVRAY YECHESKAL | ||||||
| 1426 47TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $5,000 |
| CONGREGATION DORG | ||||||
| 814 EAST 3RD STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $2,500 |
| CONGREGATION KINYAN TORAH | ||||||
| 4 FILLMORE CT | MONROE | NY | 11219 | NONE | UNRESTRICTED | $5,000 |
| CONGREGATION SHAAREI ZION OF BOBOV | ||||||
| 4715 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $3,600 |
| CONGREGATION TZLOSA DSHLOMO | ||||||
| 1369 48TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $75,000 |
| CONGREGATION YESHIVA CHEMED SHLOMO TENKA | ||||||
| 4706 12TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $11,000 |
| CONGREGATION YESHIVA YAD MOISHE | ||||||
| 1520 39TH STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $50,000 |
| CONGREGATION YL SOUTH 8 | ||||||
| 183 WILSON ST PMB 110 | BROOKLYN | NY | 11211 | NONE | UNRESTRICTED | $1,000 |
| DELAWARE VALLEY TORAH INSTITUTE | ||||||
| 31 MAPLE AVENUE | CHERRY HILL | NJ | 08002 | NONE | UNRESTRICTED | $1,000 |
| EZRAT ISRAEL | ||||||
| 4601 14TH AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| FRIENDS OF RABBINICAL COLLEGE TELZSTONE | ||||||
| 1274 49TH STREET SUITE 515 | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $3,600 |
| GIRLS TOWN OR CHADASH | ||||||
| 1417 CONEY ISLAND AVEUNE | BROOKLYN | NY | 11230 | NONE | UNRESTRICTED | $2,500 |
| HATZOLAH OF BORO PARK | ||||||
| 5215 16TH AVEUNE | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $3,600 |
| ICHUD MOSDOS HACHINUCH | ||||||
| 1563 49TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $5,000 |
| IRGUN SHIURIM TORAH | ||||||
| 1541 41ST STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $5,000 |
| JEWISH EDUCATION CENTER OF SOUTH FLORIDA | ||||||
| 500 NE SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | NONE | UNRESTRICTED | $7,200 |
| KEDUSHAT ZION | ||||||
| 1532 47TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,800 |
| KEREN CHASANIM D'BOBOV | ||||||
| 4516 17TH AVENUE | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $2,500 |
| KEREN OHR | ||||||
| 1520 39TH STREET SUITE 402 | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $6,000 |
| KEREN OHR CHAIM D'BOBOV | ||||||
| 1613 52ND STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $2,000 |
| KEREN YORDENOV | ||||||
| 1533 48TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $5,000 |
| KETER AVRAHAM CHABAD | ||||||
| 2200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | UNRESTRICTED | $1,000 |
| KOLEL ASIKE SHMATASA | ||||||
| 1274 49TH STREET SUITE 198 | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,000 |
| KOLLEL SHAS YIDDEN | ||||||
| 1274 49TH STREET SUITE 562 | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| KOLLEL ZICHRON CHAIM OF BOBOV | ||||||
| 1533 48TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $50,000 |
| LESHADECH | ||||||
| 1274 49TH STREET SUITE 185 | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $3,600 |
| MIKVAH USA | ||||||
| 1451 52ND STREET SUITE A1 | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| MISHKAN YECHESKAL | ||||||
| 1579 50TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,800 |
| MISHNAS YONA | ||||||
| 1533 48TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $15,000 |
| NECHOMAS YISROEL | ||||||
| 1338 41ST STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $10,000 |
| OHEL SHLOMO DOV | ||||||
| 1153 55TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| P E F ISRAEL ENDOWMENT FUNDS INC | ||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | UNRESTRICTED | $1,000 |
| RABBI MEYER BAAL HANESS | ||||||
| 4802-A 12TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $2,500 |
| SURI KOPS KEREN MISHPACHOS INC | ||||||
| 72-25 136TH STREET | KEW GARDENS HILLS | NY | 11367 | NONE | UNRESTRICTED | $3,000 |
| THE DONOR'S FUND | ||||||
| 328 3RD STREET | LAKEWOOD | NJ | 08701 | NONE | UNRESTRICTED | $400,000 |
| TOMCHE SHABBOS | ||||||
| 6225 NEW UTRECHT AVEUNE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $25,000 |
| TOV V'CHESED FOUNDATION INC | ||||||
| 15 HOWARD DR | SPRING VALLEY | NY | 10977 | NONE | UNRESTRICTED | $5,000 |
| TSHECHENOV INSTITUTIONS IN ISRAEL | ||||||
| 1733 52ND STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $36,000 |
| VAD HARABANIM | ||||||
| 211 REGENT DR | LAKEWOOD | NJ | 08701 | NONE | UNRESTRICTED | $1,000 |
| VAD L'HACHNUSAS ORICHIM | ||||||
| 1472 52ND STREET SUITE 2B | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| WE LOVE TO HELP INC | ||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $1,000 |
| YAD YISROEL | ||||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $5,000 |
| YALDAI ZION | ||||||
| 4715 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $184,500 |
| YESHIVA & MESIVTA TORAH VODAATH | ||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $5,000 |
| YESHIVA BETH ISRAEL TIFERETH MENACHEM | ||||||
| 60 PARKVILLE AVENUE | BROOKLYN | NY | 11230 | NONE | UNRESTRICTED | $1,000 |
| YESHIVA GEDOLAH IMREI YOSEF | ||||||
| 1466 56TH STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $40,000 |
| YESHIVA MEOR HACHAIM | ||||||
| 1315 43RD STREET | BROOKLYN | NY | 11219 | NONE | UNRESTRICTED | $1,000 |
| YESHIVA SHAAREI MENACHEM INC | ||||||
| 2115 57TH STREET | BROOKLYN | NY | 11204 | NONE | UNRESTRICTED | $50,000 |
| YESHIVA TORAS YISROEL | ||||||
| 629 LEXINGTON AVE | LAKEWOOD | NJ | 08701 | NONE | UNRESTRICTED | $1,000 |
| YESHIVAS NEHARDUE | ||||||
| 1466 38TH STREET | BROOKLYN | NY | 11218 | NONE | UNRESTRICTED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,593,350 | 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 | $24,750 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,834,190 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $156,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $571,905 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,587,277 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,587,277 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SAUL WOLF IRREVOCABLE TRUST | ||||||
| 1 | 1520 50TH STREET | BROOKLYN | NY | 11219 | $7,500 | Yes (X) |
| RAQUEL WOLF | ||||||
| 2 | 1178 EAST 9TH STREET | BROOKLYN | NY | 10009 | $4,800 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,975 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN TD AMERITRADE | FMV | $7,262,256 | $6,844,932 |
| INVESTMENT IN MERRILL LYNCH | FMV | $7,077,883 | $10,958,638 |
| INVESTMENT IN HGI KF08 SELECT LLC | FMV | $507,981 | $507,981 |
| INVESTMENT IN HGI KF10 SELECT LLC | FMV | $226,968 | $226,968 |
| INVESTMENT IN HGI AIF SELECT I, LLC | FMV | $116,616 | $116,616 |
| INVESTMENT IN HGI AIF SELECT III, LLC | FMV | $272,390 | $272,390 |
| INVESTMENT IN HGI KFB I, LLC | FMV | $192,526 | $192,526 |
| INVESTMENT IN HGI KFB V, LLC | FMV | $464,861 | $464,861 |
| INVESTMENT IN HGI KFB VII, LLC | FMV | $532,814 | $532,814 |
| INVESTMENT IN HGI DEBT PORTFOLIO 9-17, LLC | FMV | $896,171 | $896,171 |
| INVESTMENT IN HGI KFB K30, LLC | FMV | $410,692 | $410,692 |
| INVESTMENT IN HGI KFB K41, LLC | FMV | $385,966 | $385,966 |
| INVESTMENT IN MIDTOWN SQUARE PREFERRED HOLDINGS, LLC | FMV | $552,891 | $552,891 |
| INVESTMENT IN WORTHINGTON PREFERRED HOLDINGS, LLC | FMV | $548,865 | $548,865 |
| INVESTMENT IN HGI KFB KX03, LLC | FMV | $331,874 | $331,874 |
| INVESTMENT IN 850 MEZZANINE HOLDINGS, LLC | FMV | $545,992 | $545,992 |
| INVESTMENT IN SHREWSBURY ABERDEEN ASPEN HOLDINGS, LLC | FMV | $529,756 | $529,756 |
| INVESTMENT IN BROOKLYN 15 MEZZANINE SELECT, LLC | FMV | $2,115,809 | $2,115,809 |
| INVESTMENT IN HGI KFB K45, LLC | FMV | $345,629 | $345,629 |
| INVESTMENT IN CHILDREN'S INVESTMENT FUND | FMV | $584,700 | $584,700 |
| INVESTMENT IN OH-CT DEBT SELECT, LLC | FMV | $1,054,489 | $1,054,489 |
| INVESTMENT IN NOTE HOLDINGS TE, LLC | FMV | $1,734,277 | $1,734,277 |
| INVESTMENT IN HGI HARBOR | FMV | $1,500,000 | $1,500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,036,323 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $1,355 | $1,355 | $0 |
| ACCOUNT MANAGEMENT FEES | $6,987 | $6,987 | $0 |
| MISCELLANEOUS | $49 | $0 | $0 |
| NYS FILING FEES | $750 | $750 | $0 |
| MISCELLANEOUS THROUGH PASSTHROUGH | $189,817 | $356,107 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INTEREST INCOME ON LOAN TO R. KAUFMAN | $120,000 | $120,000 | $120,000 |
| K-1 - WORTHINGTON PREFERRED HOLDINGS LLC | $15,073 | $15,073 | $15,073 |
| TD AMERITRADE | $1,000 | $1,000 | $1,000 |
| K-1 HGI KFB VII, LLC | $164 | $164 | $164 |
| K-1 HGI KFB K45, LLC | $1,239 | $1,239 | $1,239 |
| K-1 HGI KFB V, LLC | $900 | $900 | $900 |
| K-1 HGI DEBT PORTFOLIO 9-17 | $1,106 | $1,106 | $1,106 |
| K-1 HGI KB K41 | $5,225 | $5,225 | $5,225 |
| K-1 CHILDRENS INVESTMENT FUND | $4,493 | $4,493 | $4,493 |
| K-1 WASHINGTON HEIGHTS TE MEZZ | $7,232 | $7,232 | $7,232 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ADJUSTMENT | Desc |
| Amt | $16,535 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $20,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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