AAR CHARITABLE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- AAR CHARITABLE FOUNDATION (EIN 46-1748807)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201913199349100321
- Schema version
- 2018v3.1
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T07:40:39-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461748807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARC | BusinessNameControlTxt |
| Phone | 7188868219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIMROSE DRIVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARUCH JEREMIAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188868219 | PhoneNum |
| Signature | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT W JACKSON | PreparerPersonNm |
| PTIN | P00288633 | PTIN |
| Phone | 2163489600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 14:46:31 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3125123D4997942A9D2868C2DCA8D14ACAA37EF9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A37E9F9FDBDBC8325A44BC368CA9310AA8C5C2A8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,069,763 | 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 | $36,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,361 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,361 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $42,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $320,966 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $42,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,582 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,582 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $119,401 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,401 | 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 |
| Other Prof Fees Rev And Expnss | $16,828 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,828 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,793 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,621 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,621 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $63,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $63,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,231 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,621 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $25,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30,868 | CashBOYAmt |
| Cash EOY | $3,079 | CashEOYAmt |
| Cash EOYFMV | $3,079 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $235,627 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $216,790 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $216,790 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $75,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $75,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $75,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,720,463 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,774,894 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,774,894 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,061,958 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,069,763 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,069,763 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $2,061,958 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,069,763 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,061,958 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,069,763 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,061,958 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,069,763 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,061,958 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $25,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,087,128 | SubtotalAmt |
| Other Decreases | $17,365 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,069,763 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $320,966 | GrossSalesPriceAmt |
| Cost Or Other Basis | $278,508 | CostOrOtherBasisAmt |
| Gain Or Loss | $42,458 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $42,458 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $42,458 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,680 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,978,889 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065026 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $55,640 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,287,541 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043214 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $58,397 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $681,643 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085671 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $32,654 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $364,321 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.089630 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $16,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $273,505 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060032 | DistributionYr5Rt |
| Total Distribution | 0.343573 | TotalDistributionRt |
| Average Distribution | 0.068715 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,119,839 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $145,665 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $146,193 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $63,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $1,100 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $544 | OverpaymentAmt |
| Applied To ES Tax | $544 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | 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 | BARUCH JEREMIAS | IndividualWithBooksNm |
| Phone | 7188868219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIMROSE DRIVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 081073283 | 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 |
|---|---|---|---|---|---|---|---|---|
| BARUCH JEREMIAS | ||||||||
| 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHANA JEREMIAS | ||||||||
| 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,067,974 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,147 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,152,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,152,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,282 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,119,839 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $105,992 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $105,992 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,056 | TotalTaxAmt |
| Distributable Before Adj | $104,936 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,936 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,936 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $63,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $63,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,936 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $8,083 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,505 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $30,096 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $62,684 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,610 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $41,326 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,326 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,358 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,358 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $21,358 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARUCH JEREMIAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHACAS TZEDAKA INC | |||||||
| 655 8TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $200 |
| AMERICAN FRIENDS OF BETH JECHIEL TORAH CENTER | |||||||
| 2160 83RD ST | BROOKLYN | NJ | 11214 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $750 |
| AMERICAN FRIENDS OF NETANYA | |||||||
| 270 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $180 |
| AMERICAN FRIENDS OF YESHIVA D'MIR INC | |||||||
| 5227 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $5,000 |
| ANIYEI YERUSHALAYIM INC | |||||||
| 805 CLIFTON AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $1,000 |
| BAIS MEDRASH KELM WOODS | |||||||
| 47 KELM WOODS AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $180 |
| CHASDEI SHALOM INC | |||||||
| 132 E 8TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| CHASODIM TOVIM KEREN SIMCHOS | |||||||
| P O BOX 1111 | SPRING VALLEY | NY | 10977 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $180 |
| CHEVRAH LOMDEI TORAH | |||||||
| 617 5TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| CONG BEIS MEIR INC | |||||||
| 1623 44TH ST | BROOKLYN | NY | 11204 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| CONGREGATION BAIS MEDRASH KEREM SHLOMO INC | |||||||
| 401 WARREN ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| CONGREGATION BETH JACOB | |||||||
| 5610 12TH AVE | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $180 |
| CONGREGATION CHASAM SOFER | |||||||
| 14411 69TH RD | FLUSHING | NY | 11367 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| CONGREGATION CHATEAU PARK SFARD A NJ NON-PROFIT CORP | |||||||
| 71 CUSHMAN ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| CONGREGATION FOREST GLEN | |||||||
| 475 OBERLIN AVE SUITE 203 | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $4,000 |
| CONGREGATION KNESSES BAIS LEVI INC | |||||||
| 128 E 8TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $2,500 |
| CONGREGATION LEV SIMCHA | |||||||
| 28 MAPLE TER | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| EOM ACL INC | |||||||
| 1093 E 17 ST | BROOKLYN | NY | 11230 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,980 |
| EZRAS ACHIM TADD HENYA | |||||||
| 1428 36TH STREET | BROOKLYN | NY | 11218 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $500 |
| KEREN AHAVAS CHESED | |||||||
| 506 E 7 TH ST | BROOKLYN | NY | 11218 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $180 |
| KHAL MEOR CHAIM | |||||||
| 270 MILLER ROAD | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| KHAL OR CHAIM | |||||||
| 1424 49 STREET | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $12,400 |
| KOLLEL ZICHRON AVROHOM INC | |||||||
| 1820 N MIAMI BEACH | MIAMI BEACH | FL | 33162 | NONE | PC | TO PROVIDE SUPPORT FOR RELIGIOUS STUDY | $1,000 |
| LEV BEREL INC | |||||||
| 111 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| MACHON AVODA BERURA | |||||||
| 1317 E 8TH STREET | BROOKLYN | NY | 11230 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| MESIVTA OF CLIFTON INC | |||||||
| 36 BARRY PLACE | PASSAIC | NJ | 07055 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| MESIVTA OF EATONTOWN | |||||||
| 1300 NEW HAMPSHIRE AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $1,000 |
| MESIVTA OHR CHAIM MEIR INC | |||||||
| 126 COLUMBUS AVE S | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| MISCELLANEOUS CONTRIBUTIONS | |||||||
| 8 PRIMOSE DRIVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY. | $1,040 |
| MOSDOS ZOS LYAAKOV INC | |||||||
| 187 LAFAYETTE BLVD | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| OHEL TEFILLAH | |||||||
| 2733 W TOUHY AVE 37 | CHICAGO | IL | 60645 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| OHR HALACHA INC | |||||||
| 704 HOEY AVE | LONG BRANCH | NJ | 07740 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $180 |
| OUR PLACE | |||||||
| 40 WALL STREET FLOOR 60 | NEW YORK | NY | 10005 | NONE | PC | TO PROVIDE SUPPORT FOR THE ORGANIZATION'S MISSION. | $500 |
| SEPHARDIC CONGREGATION OF LAKEWOOD | |||||||
| 80 COLES WAY | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| STAM GEMILAS CHESED FUND INC | |||||||
| 615 FOREST AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| THE DONOR FUND INC | |||||||
| 328 THIRD STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $2,500 |
| TOMCHEI SHABBOS OF LAKEWOOD INC | |||||||
| 1507 PARKSIDE DR | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| TOMCHEI TZEDAKA CORP | |||||||
| 16 BRIDGEWOOD AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| TOSFOS YOM TOV | |||||||
| 1682 42 ND STREET | BROOKLYN | NY | 11204 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| TSHECHNOV INSTITUTIONS IN ISRAEL ZECHUTA DAVRAHAM | |||||||
| 1733 52ND ST | BROOKLYN | NY | 11204 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| YESHIVA AND KOLLEL TIFFERED BACHRUIM | |||||||
| 199 LEE AVE | BROOKLYN | NY | 11211 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| YESHIVA ATERES YISROEL | |||||||
| 8101 AVENUE K | BROOKLYN | NY | 11236 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $5,000 |
| YESHIVA BAIS AHARON | |||||||
| 905 PARK AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $3,600 |
| YESHIVA EMEK HALACHA | |||||||
| 1 PRINCESS CT | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| YESHIVA GEDOLA ZICHRON YOSEF ARYEH | |||||||
| 401 7TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| YESHIVA KEREN ORAH | |||||||
| 1339 52ND ST | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,750 |
| YESHIVA MISHKAN HARORAH | |||||||
| 1117 E 14TH ST | BROOKLYN | NY | 11230 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| YESHIVA TIFERES NAFTOLI TORAH | |||||||
| 8998 ROTE 18 NORTH | OLD BRIDGE | NJ | 08857 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $500 |
| YESHIVAS EMEK HATORAH INC | |||||||
| 395 KENT RD | HOWELL | NJ | 07731 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| YGZYA - - R' CHESKEL ROTKIN | |||||||
| 401 7TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| ZICHRON MOSHE | |||||||
| 262 ROUTE 306 | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $63,610 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,361 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,582 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $42,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,401 | 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 |
|---|---|---|---|---|---|---|
| BARUCH JEREMIAS | ||||||
| 1 | 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | $26,000 | Yes (X) |
| 10-26 NATIONWIDE TRUST | ||||||
| 2 | 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | $10,000 | Yes (X) |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE NEW JERSEY DIVISION OF TAXATION DOES NOT REQUIRE THE FILING OF A COPY OF FEDERAL FORM 990. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 02024 | $1,405,693 | $1,405,693 |
| MERRILL LYNCH 02242 | $119,201 | $119,201 |
| MYDA CAPITAL | $250,000 | $250,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $17,365 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGE | $179 | $179 | $0 |
| OTHER INVESTMENT EXPENSES FLOW THROUGH FROM RIDA ACCESS K-1 | $13,614 | $13,614 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL GAIN FLOW THROUGH FROM RIDA ACCESS K-1 | Desc |
| Revenue And Expenses Per Books | $2,582 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,582 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,582 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,828 | Amt |
| Net Investment Income | $16,828 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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