SHALOM ISH FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
SHALOM ISH FOUNDATION (EIN 11-3405442)
Tax period
2018-10-01 to 2019-09-30
Filed
2019-11-07
IRS object ID
201933119349101523
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-07T16:08:47-08:00ReturnTs
Tax Period End2019-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112632255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Saul N Friedman & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 60th StreetAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113405442EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHALOM ISH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHALBusinessNameControlTxt
Phone7182321111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORRIS FRIEDMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2019-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBen Kasirer CPAPreparerPersonNm
PTINP00287646PTIN
Phone7182321111PhoneNum
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,266,789FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$379,069ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,617DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,617DividendsNetInvstIncmAmt
Dividends Adj Net Incm$32,617DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$63,383NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$280,425GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$63,383CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$39,625NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss-$210,591OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm-$210,591OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$264,478TotalRevAndExpnssAmt
Total Net Invst Incm$96,000TotalNetInvstIncmAmt
Total Adj Net Incm-$138,349TotalAdjNetIncmAmt
Taxes Rev And Expnss$1,388TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,388TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$23,983OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$23,983OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,371TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$25,371TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$427,450ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$427,450ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$452,821TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$25,371TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$427,450TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$188,343ExcessRevenueOverExpensesAmt
Net Investment Income$70,629NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$63,890CashBOYAmt
Cash EOY$21,414CashEOYAmt
Cash EOYFMV$21,415CashEOYFMVAmt
Sav And Temp Cash Invst BOY$3,533SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOYFMV$3,533SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl BOY$10,900OtherNtsAndLoansRcvblBOYAmt
Corporate Stock BOY$1,076,268CorporateStockBOYAmt
Corporate Stock EOY$1,693,408CorporateStockEOYAmt
Corporate Stock EOYFMV$1,485,156CorporateStockEOYFMVAmt
Other Investments BOY$1,794,391OtherInvestmentsBOYAmt
Other Investments EOY$1,313,346OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,756,685OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,948,982TotalAssetsBOYAmt
Total Assets EOY$3,028,168TotalAssetsEOYAmt
Total Assets EOYFMV$3,266,789TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,948,982UnrestrictedBOYAmt
Unrestricted EOY$3,028,168UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,948,982TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,028,168TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,948,982TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,028,168TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,948,982TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$188,343ExcessRevenueOverExpensesAmt
Other Increases$267,529OtherIncreasesAmt
Subtotal$3,028,168SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,028,168TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 ALLERGAN PLCP2018-02-162019-02-05$27,908$32,870-$4,962-$4,962
500 CYBER-ARK SOFTWARE LTDP2015-07-082019-02-05$44,786$27,490$17,296$17,296
60 HOME DEPOTP2014-01-272019-02-05$11,188$4,726$6,462$6,462
140 HOME DEPOTP2018-02-162019-02-05$26,105$25,910$195$195
500 CITIGROUPP2019-01-012019-04-17$34,991$22,134$12,857$12,857
1000 QUALCOMMP2018-05-172019-04-17$77,380$52,790$24,590$24,590
800 ANADARKOP2019-01-012019-08-19$58,067$51,122$6,945$6,945
FieldValueIRS element (for citing)
Capital Gain Net Income$63,383CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$39,625NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$146,600AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,930,051NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.05003DistributionYr1Rt
Adjusted Qlfy Distri Yr2$679,138AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,802,390NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.24234DistributionYr2Rt
Adjusted Qlfy Distri Yr3$698,273AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,702,885NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.25834DistributionYr3Rt
Adjusted Qlfy Distri Yr4$483,348AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,156,056NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.15315DistributionYr4Rt
Adjusted Qlfy Distri Yr5$433,735AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,182,148NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.13630DistributionYr5Rt
Total Distribution0.840171TotalDistributionRt
Average Distribution0.168034AverageDistributionRt
Net Vl Noncharitable Assets$3,370,595NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$566,375AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$706NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$567,081AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$427,450QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,413InvestmentIncomeExciseTaxAmt
Subtotal$1,413SubtotalAmt
Tax Based On Investment Income$1,413TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$37EsPenaltyAmt
Tax Due$1,450TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7182321111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MORRIS FRIEDMAN
1151 57TH STREETBROOKLYNNY11219Director0.00$0
ABRAHAM FRIEDMAN
30 ROOSEVELT AVELAKEWOODNJ08701Controller0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,463,648AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,904AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,811,372FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,421,924TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,421,924AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$51,329CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,370,595NetVlNoncharitableAssetsAmt
Minimum Investment Return$168,530MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$168,530MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,413TaxBasedOnInvestmentIncomeAmt
Total Tax$1,413TotalTaxAmt
Distributable Before Adj$167,117DistributableBeforeAdjAmt
Distributable Before Ded$167,117DistributableBeforeDedAmt
Distributable As Adjusted$167,117DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$427,450ExpensesAndContributionsAmt
Qualifying Distributions$427,450QualifyingDistributionsAmt
Adjusted Qualifying Distri$427,450AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$167,117DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$279,358ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$330,049ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$564,983ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$540,742ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,466ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,716,598TotalExcessDistributionCyovAmt
Qualifying Distributions$427,450QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$167,117AppliedToCurrentYearAmt
Remaining Distri From Corpus$260,333RemainingDistriFromCorpusAmt
Total Corpus$1,976,931TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$279,358ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,697,573ExcessDistriCyovToNextYrAmt
Excess From Year4$330,049ExcessFromYear4Amt
Excess From Year3$564,983ExcessFromYear3Amt
Excess From Year2$540,742ExcessFromYear2Amt
Excess From Year1$1,466ExcessFromYear1Amt
Excess From Current Year$260,333ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YESHIVA MESIFTA CHASAN SOFER
1876 50TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$23,600
YESHIVAS NOVOMINSK
1690 60TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$42,500
GAN YISROEL
3905 15TH AVENUEBROOKLYNNY11218NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONALINSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$18,000
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN INSTITUTION ASSISTING FERTILITY ISSUES- TAX EXEMPT 501(C)(3)$18,000
CONGREGATION BETH EPHRAIM
520 PROSPECT STREETMAPLEWOODNJ07040NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$80,000
YESHIVA OF KASHO - OHEL SHMUEL
101 SPENCER STREETBROOKLYNNY11205NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$37,650
RELIEF RESOURCES
5904 13TH AVENUEBROOKLYNNY11219NONEN/ATO PROVIDE SUPPORT FOR A KIDNEY DONOR PROGRAM ALTRUISTIC- TAX EXEMPT 501(C)(3)$5,000
KOLLEL MAANEH SIMCHA
1876 50 STREETBROOKLYNNY11204NONETO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$3,600
CENTRAL CONGREGATIONS OF YETEV LEV
1350 53RD STREETBROOKLYNNY11219NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION - TAX EXEMPT 501 (C) (3) SYNAGOGUE$150,000
CONGREGATION FOREST GLEN
475 OBERLIN AVENUE SOUTHLAKEWOODNJ08701NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION - TAX EXEMPT 501 (C) (3) SYNAGOGUE$15,000
CONGREGATION KEREN EZRA
11 GWEN LANEMONSEYNY10952NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$5,000
CONGREGATION PRESIDENTIAL ESTATES
41 FORD AVENUELAKEWOODNJ08701NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$6,000
GUARDIANS OF THE SICK
5216 11TH AVENUEBROOKLYNNY11219NONEN/AFUNDING VITAL PROGRAMS TO ASSIST INDIGENT PEOPLE WITH MEDICAL ISSUES$5,000
HATZOLAH OF BORO PARK
5216 16TH AVENUEBROOKLYNNY11219NONEN/ATO SUPPORT A VOLUNTEER AMBULANCE AND EMERGENCY CARE ORGANIZATION$3,600
NESIVOS HATALMUD
1228 36TH STREETBROOKLYNNY11218NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$7,000
DONORS FUND
328 3RD STREETLAKEWOODNJ08701NONEN/ATO ESTABLISH A CHARITY FUND FOR HELPING FURTHER CAUSES$5,000
YESHIVATH KEHILATH YAKOV OF PUPA
638 BEDFORD AVENUBROOKLYNNY11211NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS SCHOOL INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$427,450TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$32,617ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$63,383ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
BROADWAY WEST ASSOC K-11-$26,676
PERRYVILLE INVESTORS, LLC1-$23,919
SHELBORNE CT EQUITIES K-11-$94,715
SHELBOURNE JERSEY K-11-$65,281

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$114,591ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$114,591TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
JEFFREY ZWICK ASSOCIATES
1266 BROADWAYBROOKLYNNY11211$29,069Yes (X)
MORRIS AND PERL FRIEDMAN
21537 52ND STREETBROOKLYNNY11219$200,000Yes (X)
SIMEON FRIEDMAN
31147 57TH STREETBROOKLYNNY11219$100,000Yes (X)
ABRAHAM FRIEDMAN
430 ROOSEVELT AVENUELAKEWOODNJ08701$50,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS -BANKUNITED INC
MERRILL LYNCH SECURITES=SEE ATTACHED$977,271$824,329
UBS SECURITIES-SEE ATTACHED$716,137$660,827

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (6 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHELBOURNE JERSEY PARTNERS, LLCAT COST$174,207$500,000
REAL ESTATE JERSEY CITYAT COST$382,735$288,156
SHELBOURNE CT EQUITIES LLCAT COST$475,757$500,000
REAL ESTATE - PERRYVILLEAT COST$451,276$450,000
SHELBOURNE GOLD, LLCAT COST$500,000$500,000
UBS SELECT FUNDAT COST$94,841$94,841

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$12$12
FILING FEES$250$250
FROM K-1'S - PERRYVILLE$5,978$5,978
FROM K-1'S - SHELBOURNE CT$7,355$7,355
INVESTMENT ADVISORY FEES$10,388$10,388

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BROADWAY WEST ASSOC K-1-$26,676-$26,676
PERRYVILLE INVESTORS, LLC-$23,919-$23,919
SHELBORNE CT EQUITIES K-1-$94,715-$94,715
SHELBOURNE JERSEY K-1-$65,281-$65,281

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTS FOR COST BASIS - K1 ENDING BALANCESDesc
Amt$267,529Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAIDCategoryTxt
Amt$1,388Amt
Net Investment Income$1,388NetInvestmentIncomeAmt

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