PBC FOUNDATION INC: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
PBC FOUNDATION INC (EIN 82-3624656)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-11-12
IRS object ID
202043179349101144
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-11-12T10:44:27-06:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN812950760PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1551 MADISON AVE 12TH FL SUITE 1201AddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN823624656EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PBC FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPBCFBusinessNameControlTxt
Phone2127551800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARBESFELD 82-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPNINA ARBESFELDPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2127551800PhoneNum
Signature2020-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY P ROUDEPreparerPersonNm
PTINP00000803PTIN
Phone2126618640PhoneNum
Preparation2020-11-09PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address38.142.186.170IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-11-09IPDt
IP Tm09:58:21IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device IdD635FBD52B64BBA4E6696A85EB38326BDE983707AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,556,488FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$144,455ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$26,618DividendsRevAndExpnssAmt
Dividends Net Invst Incm$26,618DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$31,371NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,134,342GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$31,371CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$202,444TotalRevAndExpnssAmt
Total Net Invst Incm$57,989TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$39,156TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$1OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$39,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$45,914ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$45,914ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$85,071TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$45,914TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$117,373ExcessRevenueOverExpensesAmt
Net Investment Income$57,988NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$2,058CashBOYAmt
Cash EOY$12,902CashEOYAmt
Cash EOYFMV$12,902CashEOYFMVAmt
Sav And Temp Cash Invst BOY$91,199SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$57,437SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$57,437SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,111,890CorporateStockBOYAmt
Corporate Stock EOY$2,252,181CorporateStockEOYAmt
Corporate Stock EOYFMV$2,486,149CorporateStockEOYFMVAmt
Total Assets BOY$2,205,147TotalAssetsBOYAmt
Total Assets EOY$2,322,520TotalAssetsEOYAmt
Total Assets EOYFMV$2,556,488TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$2,205,147CapitalStockBOYAmt
Capital Stock EOY$2,322,520CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,205,147TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,322,520TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,205,147TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,322,520TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,205,147TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$117,373ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$2,322,520SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,322,520TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
AVIS BUDGET GROUPP2019-01-012019-07-16$113,947$109,117$4,830$4,830
FED EX CORPP2019-12-192019-12-23$30,294$29,300$994$994
FIDELITY OTC PORTP2018-08-082019-03-18$89,429$100,000-$10,571-$10,571
HERTZ GLOBAL HOLDINGSP2019-01-032019-07-23$110,573$104,999$5,574$5,574
LYFT INCP2019-04-082019-04-10$31,625$35,255-$3,630-$3,630
NEUROTROPEP2019-07-072019-04-30$12,242$10,366$1,876$1,876
OFFICE DEPOTP2019-07-012019-07-12$21,416$19,797$1,619$1,619
ORAMED PHARMACEUTICALSP2018-12-072019-04-08$8,640$8,045$595$595
PRIMECAP ODESSEY GROWTHP2018-11-142019-05-17$285,400$300,050-$14,650-$14,650
TIFFANY & COP2018-11-282019-10-28$32,284$28,990$3,294$3,294
WYNDHAM RESORTS DESTINATIONP2019-03-112019-08-21$32,761$32,137$624$624
MORGAN STANLEY GROWTHP2018-08-062019-11-14$294,033$300,000-$5,967-$5,967
TIFFANY & COP2018-10-032019-10-28$25,303$24,915$388$388
CAPITAL GAINS DIVIDENDSP$46,395$46,395$46,395
FieldValueIRS element (for citing)
Capital Gain Net Income$31,371CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$6,480AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$822,078NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.007882DistributionYr1Rt
Adjusted Qlfy Distri Yr2$0AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$132,062NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.000000DistributionYr2Rt
Total Distribution0.007882TotalDistributionRt
Average Distribution0.003941AverageDistributionRt
Net Vl Noncharitable Assets$2,196,446NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,656AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$580NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$9,236AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$45,914QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$580InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$580SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$580TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$19,200EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$19,200TotalPaymentsAndCreditsAmt
Es Penalty$10EsPenaltyAmt
Overpayment$18,610OverpaymentAmt
Applied To ES Tax$18,610AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PNINA ARBESFELDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127551800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PNINA ARBESFELD
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
DAVID ARBESFELD
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
MICHELLE ARBESFELD SALIG
82-05 ABINGTON RDKEW GARDENSNY11415DIRECTOR10.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,120,120AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,774AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,229,894TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,229,894AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$33,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,196,446NetVlNoncharitableAssetsAmt
Minimum Investment Return$109,822MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$109,822MinimumInvestmentReturnAmt
Tax Based On Investment Income$580TaxBasedOnInvestmentIncomeAmt
Total Tax$580TotalTaxAmt
Distributable Before Adj$109,242DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$109,242DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$109,242DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$45,914ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$45,914QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$580PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$45,334AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$109,242DistributableAsAdjustedAmt
Undistributed Income PY$15,455UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$45,914QualifyingDistributionsAmt
Applied To Year1$15,455AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$30,459AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$78,783UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPNINA ARBESFELDContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPNINA ARBESFELDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line182-05 ABINGTON RDAddressLine1Txt
CityKEW GARDENSCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11415ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127551800RecipientPhoneNum
Form And Info And MaterialsBY LETTERFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsNONERestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AMERICAN FRIENDS OF YAD LEAH
2 BRIGHTON AVEPASSAICNJ07055PUBLICGENRAL PURPOSE OF CHARITY$180
BAIS YAKOV OF QUEENS
124-50 METROPOLOTAN AVEJAMAICANY11415PUBLICGENRAL PURPOSE OF CHARITY$500
BETH MENACHEM
5801 15TH AVEBROOKLYNNY11219PUBLICGENRAL PURPOSE OF CHARITY$750
BIKOR CHOLIM OF MANHATTAN
10 COLUMBUS CIRCLE 4TH FLOORNEW YORKNY10019PUBLICGENRAL PURPOSE OF CHARITY$380
CONGREGATION BNAI ISRAEL
2 BANKSVILLE ROADARMONKNY10504PUBLICGENRAL PURPOSE OF CHARITY$2,000
CONGREGATION KEHILATH JACOB
125 E 85TH STNEW YORKNY10028PUBLICGENERAL PURPOSE OF CHARITY$24,700
CONGRGATION OHAB ZEDEK
118 W 95TH STREETNEW YORKNY10025PUBLICGENRAL PURPOSE OF CHARITY$2,000
CONGRGATION OHAV SHALOM
270 W 84TH STREETNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$2,000
EZRAT YISRAEL
806 EASTERN PKWYBROOKLYNNY11213PUBLICGENRAL PURPOSE OF CHARITY$980
JERUSALEM FELLOWSHIPS
119 W 72ND STNEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$1,500
JEWISH INTERNATIONAL CONNECTION NY
382 CENTRAL PARK WESTNEW YORKNY10025PUBLICGENRAL PURPOSE OF CHARITY$500
KAV L'NOAR
34B BROOK AVENUEPASSAICNJ07055PUBLICGENRAL PURPOSE OF CHARITY$550
LINCOLN SQUARE SYNAGOGUE
180 AMSTERDAM AVENEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$1,120
MANHATTAN JEWISH EXPERIENCE
131 W 86TH STREET 10TH FLOORNEW YORKNY10024PUBLICGENRAL PURPOSE OF CHARITY$500
MIFDAL OHR
1560 BROADWAY SUITE 708NEW YORKNY10036PUBLICGENRAL PURPOSE OF CHARITY$2,000
NATIONAL JEWISH OUTREACH
989 6TH AVE 10NEW YORKNY10018PUBLICGENRAL PURPOSE OF CHARITY$1,200
REB MAIR BAAL HANEIS
1429 47TH STREET STE 301BROOKLYNNY11219PUBLICGENRAL PURPOSE OF CHARITY$54
WEST SIDE INSTITUTIONAL SYNAGOGUE
120 W 76TH STREETNEW YORKNY10023PUBLICGENRAL PURPOSE OF CHARITY$2,000
YESHIVA UNIVERSITY HIGH SCHOOL FOR GIRLS
86-86 PALO ALTO STHOLLISNY11423PUBLICGENRAL PURPOSE OF CHARITY$3,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$45,914TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$26,618ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$31,371ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$57,989ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$57,989TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
PNINA ARBESFELD
1ARBESFELD 82-05 ABINGTON RDKEW GARDENSNY11415$104,455Yes (X)
PNINA ARBESFELD
2ARBESFELD 82-05 ABINGTON RDKEW GARDENSNY11415$40,000Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property650 SHARES VANGUARD TAX MANAGED;' VTCLXNoncashPropertyDesc
Fair Market Value$104,455FairMarketValueAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY CONTRA FUND$150,000$150,646
FIDELITY OTC PORT$200,000$221,784
FIDELITY BLUE CHIP GROWTH$325,000$372,964
MORGAN STANLEY GROWTH$150,000$147,740
ULTRA NASDAQ 100 PRO INVESTOR$325,000$395,413
T ROWE PRICE BLUE CHIP$350,000$412,875
HERTZ GLOBAL HOLDINGS$35,326$31,500
FIDELITY GROWTH DISCOVERY FUND$25,000$25,899
BARONS PARTNERS FUND$125,000$133,351
BLACKROCK MIDCAP GROWTH$225,000$247,868
AKRE FOCUS FUND RETAIL$225,000$236,290
VANGUARD TAX MANGED CAP APPREC$104,455$107,855
NEROTROPE INC$12,400$1,964

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK CHARGESDesc
Revenue And Expenses Per Books$1RevenueAndExpensesPerBooksAmt
Net Investment Income$1NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXES - FITCategoryTxt
Amt$39,156Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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