OHEL HARAV YEHOSHUA BORUCH FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- OHEL HARAV YEHOSHUA BORUCH FOUNDATION (EIN 11-3201774)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-19
- IRS object ID
- 201913239349100606
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-19T13:25:23-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200530358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEHUDA WEINSTEIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 ELM AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | 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 | 113201774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHEL HARAV YEHOSHUA BORUCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHEL | BusinessNameControlTxt |
| Phone | 9173636980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 ELM AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN LANDA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173636980 | PhoneNum |
| Signature | 2019-11-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEHUDA WEINSTEIN | PreparerPersonNm |
| PTIN | P00096118 | PTIN |
| Phone | 9173743023 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 47.18.167.138 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-19 | IPDt |
| IP Tm | 13:40:28 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8914734CD6357C57C8C70BF9CC758583C59DF201 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 8914734CD6357C57C8C70BF9CC758583C59DF201 | 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 | $23,640,101 | 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 | $2,846,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,320 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,320 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $587,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $587,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$45,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,308,682 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $89,436 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $72,193 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $72,193 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,461,448 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $750,832 | 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 |
| Legal Fees Rev And Expnss | $30,093 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $25,093 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $24,018 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $24,018 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,453 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,873 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $142,564 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $104,891 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $37,673 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,025,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,025,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,167,664 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $104,891 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,062,773 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,293,784 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $645,941 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,108,951 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $844,092 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $844,092 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,969 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,969 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,969 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $6,329,638 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,887,670 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,955,975 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,344,035 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,520,647 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,093,213 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $10,185,329 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,732,852 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,732,852 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,971,953 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,999,230 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,640,101 | 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 | $1,915,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,942,451 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,971,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,999,230 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,971,953 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,999,230 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,971,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,293,784 | ExcessRevenueOverExpensesAmt |
| Other Increases | $342,434 | OtherIncreasesAmt |
| Subtotal | $25,608,171 | SubtotalAmt |
| Other Decreases | $608,941 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,999,230 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $11,308,682 | $11,354,630 | -$45,948 | -$45,948 |
| CAPITAL GAIN DISTRIBUTIONS | P | $135,367 | $135,367 | ||
| SECTION 1250 GAIN | P | $17 | $17 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $89,436 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,919 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,919 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,919 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $34,581 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $34,581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $21,662 | OverpaymentAmt |
| Applied To ES Tax | $21,662 | 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 |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | BENJAMIN LANDA | IndividualWithBooksNm |
| Phone | 9173636980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 BRIARWOOD XING | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN LANDA | |||||||||
| 182 BRIARWOOD XING | LAWRENCE | NY | 11559 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| ESTHER FARKOVITS | |||||||||
| C/O BENJAMIN LANDA 182 BRIARWOOD | LAWRENCE | NY | 11559 | VICE PRESIDENT - TREASURER | 2.00 | $0 | $0 | $0 | |
| DENA HERSH | |||||||||
| C/O BENJAMIN LANDA 182 BRIARWOOD | LAWRENCE | NY | 11559 | SECRETARY | 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 | $11,589,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $976,522 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,071,663 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,637,447 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,637,447 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $309,562 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,327,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,016,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,016,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,919 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,919 | TotalTaxAmt |
| Distributable Before Adj | $1,003,475 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,003,475 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,003,475 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,062,773 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,062,773 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,062,773 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,003,475 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $256,027 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $301,281 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $557,308 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,062,773 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,003,475 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $59,298 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $616,606 | 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 | $616,606 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $256,027 | ExcessFromYear2Amt |
| Excess From Year1 | $301,281 | ExcessFromYear1Amt |
| Excess From Current Year | $59,298 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN LANDA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHEVRAH TZEDOKO VOCHESED | |||||||
| 673 BEDFORD AVE | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CONGREGATION BOBOV 45 | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONGREGATION BOBOV 45 | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| GEMILAS CHASUDIM GEMACH BNEI LEVI | |||||||
| 144 WILSON STREET | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CONGREGATION MACHNA SHALVA | |||||||
| 1462 62ND STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONGREGATION YETEV LEV | |||||||
| 191 RODNEY STREET | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| CONGREGATION ZICHRON SHLOMO | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONGREGATION ZICHRON SHLOMO | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| KEREN EZRA | |||||||
| 11 GWEN LANE | MONSEY | NY | 10952 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CONGREGATION MACHNA SHALVA | |||||||
| 1462 62ND STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| KEHAL ICHUD DBOBOV | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONGREGATION AHAVAS TZDOKAH VCHESED | |||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $3,600 |
| AMERICAN FRIENDS OF CHASDEI YOSEF | |||||||
| 401 PARK AVENUE | BROOKLYN | NY | 11205 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| MACHNE SUA RATZON | |||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| KOLLEL IYUN DBVOV | |||||||
| 1270 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| CONG KEHAL TORAS CHAIM | |||||||
| 5228 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONG ZERA KODESH DSHENDISHOV | |||||||
| 1450 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $2,500 |
| MALBISHEI CHOVOD | |||||||
| 1274 49TH STREET 227 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| MALBISHEI CHOVOD | |||||||
| 1274 49TH STREET 227 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| MALBISHEI CHOVOD | |||||||
| 1274 49TH STREET 227 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| MALBISHEI CHOVOD | |||||||
| 1274 49TH STREET 227 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONG CHOZEH OF LUBLIN | |||||||
| 1438 EAST 16TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $16,000 |
| CHASUDIM TOVIM SIFREI ALGAZI | |||||||
| 199 LEE AVENUE 439 | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CHASUDIM TOVIM SIFREI ALGAZI | |||||||
| 199 LEE AVENUE 439 | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,025,100 | 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 | $1,320 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $587,883 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $72,193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$45,948 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $615,448 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $615,448 | 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 |
|---|---|---|---|---|---|---|
| BENJAMIN LANDA | ||||||
| 1 | 182 BRIARWOOD XING | LAWRENCE | NY | 11559 | $2,050,000 | Yes (X) |
| MAYER FISCHL | ||||||
| 2 | 2 SIENNA WAY | LAKEWOOD | NJ | 08701 | $796,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED SECURITIES | BondNm |
| EOY Book Value | $3,520,647 | EOYBookValueAmt |
| EOYFMV | $3,093,213 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $7,277,068 | $6,411,671 |
| MUTUAL FUNDS | $1,610,602 | $1,544,304 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | AT COST | $11,339,108 | $11,339,108 |
| CDS | FMV | $393,744 | $393,744 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $30,093 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,093 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST TO BOOK VALUE FROM FMV USED IN PRIOR YEARS | Desc |
| Amt | $608,941 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $70,691 | $70,691 | $0 |
| DUES AND FEES | $750 | $0 | $750 |
| LIFE INSURANCE PREMIUMS | $6,830 | $0 | $6,830 |
| BANK CHARGES | $182 | $182 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| DCP MIDSTREAM | $3,554 | $3,554 | $3,554 |
| NGL | $22,500 | $22,500 | $22,500 |
| BLACKSTONE GROUP | $17 | $17 | $17 |
| ETP | $5,634 | $5,634 | $5,634 |
| OTHER INCOME BLACKSTONE | -$247 | -$247 | -$247 |
| OTHER INCOME ETP | -$884 | -$884 | -$884 |
| OTHER INCOME RBC | $41,606 | $41,606 | $41,606 |
| JOHN HANCOCK INT INCOME | $13 | $13 | $13 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAXES AND PENALTIES | Desc |
| Amt | $342,434 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BENJAMIN LANDA | |||
| 182 BRIARWOOD XING | LAWRENCE | NY | 11559 |
| MAYER FISCHEL | |||
| 2 SIENNA WAY | LAKEWOOD | NJ | 08701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NET INVESTMENT TAX | CategoryTxt |
| Amt | $24,018 | Amt |
| Net Investment Income | $24,018 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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