THE ACHIM FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE ACHIM FAMILY FOUNDATION (EIN 47-2369212)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-13
- IRS object ID
- 201911339349102711
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T15:34:03-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 472369212 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The ACHIM Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | ACHI | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAIM WASSERMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2019-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520191335000792 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8776116A3220F8F92B6869340FF540F084420A8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 78D185D94E59032E4B5D677F857013E059842DEA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,021,201 | 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 | $10,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $404 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $404 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,332 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,332 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,397 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $487,384 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,397 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $32,133 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,133 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $7,171 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,171 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $184 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $131 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,667 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $219 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,448 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,022 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,521 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $60,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,521 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $52,448 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$27,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,612 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $819,047 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $272,760 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $272,760 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $289,981 | CorporateStockBOYAmt |
| Corporate Stock EOY | $808,379 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $748,441 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,109,028 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,081,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,021,201 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,109,028 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,081,139 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,109,028 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,081,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,109,028 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,081,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,109,028 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$27,889 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,081,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,081,139 | 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 | $487,384 | GrossSalesPriceAmt |
| Cost Or Other Basis | $481,987 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,397 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,397 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,397 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $25,751 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,104,547 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.023314 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $5,384 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $520,622 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010341 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $9,432 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $212,984 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044285 | DistributionYr3Rt |
| Net Vl Noncharitable Assets Yr4 | $51,959 | NetVlNoncharitableAssetsYr4Amt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.07794 | TotalDistributionRt |
| Average Distribution | 0.019485 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,120,014 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $21,823 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $146 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $21,969 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $52,448 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $146 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $146 | SubtotalAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $146 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Chaim Wasserman | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec / Treas | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $693,957 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,113 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,137,070 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,137,070 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,120,014 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,001 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,001 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $146 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $146 | TotalTaxAmt |
| Distributable Before Adj | $55,855 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $55,855 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $55,855 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $52,448 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $52,448 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $146 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $52,302 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $55,855 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,534 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Qualifying Distributions | $52,448 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,534 | AppliedToYear1Amt |
| Applied To Current Year | $914 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $54,941 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Chaim Wasserman | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CHABAD LUBAVITCH OF KENSINGTON | |||||||
| 605 OCEAN PKWY | BROOKLYN | NY | 11218 | N/A | PC | General & Unrestricted | $18,000 |
| CHABAD OF THE FIVE TOWNS INC | |||||||
| 74 MAPLE AVE | CEDARHURST | NY | 11516 | N/A | PC | General & Unrestricted | $25,000 |
| HEBRON FUND INC | |||||||
| 1760 OCEAN AVE | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $404 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,397 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $22,133 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,133 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Wasserman Chaim | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Foundation Source 55 Walls Dr | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $10,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $2,115 | $1,974 |
| ADIDAS AG | $2,000 | $1,669 |
| AIA GROUP LTD ADR | $2,549 | $2,400 |
| ALBEMARLE CP | $1,660 | $1,310 |
| ALLEGHANY CP | $1,835 | $1,870 |
| ALPHABET INC CL C | $3,097 | $3,107 |
| ALTRIA GROUP INC | $1,792 | $1,383 |
| AMADEUS IT HLDS SA | $1,218 | $1,120 |
| APPLE INC | $2,948 | $2,682 |
| ASML HOLDING NV NY REG SHS | $1,060 | $934 |
| ATLAS COPCO AB A SHS ADR | $2,200 | $1,268 |
| BANK OF AMERICA CORP | $1,005 | $813 |
| BERKSHIRE HATHAWAY INC. CLASS | $4,041 | $4,084 |
| BLACKROCK EVENT DRIVEN EQUITY | $8,541 | $8,542 |
| BLACKROCK INC | $2,706 | $1,964 |
| BLACKROCK INDEX FDS INTL FD K | $142,576 | $121,963 |
| BLACKSTONE ALTERNATIVE MULTI S | $16,516 | $15,982 |
| BRISTOL-MYERS SQUIBB CO | $1,186 | $988 |
| CANADIAN PACIFIC RAILWAY LTD | $2,119 | $2,131 |
| CARMAX INC | $2,006 | $2,007 |
| CARNIVAL CORP | $2,556 | $1,923 |
| CHEVRON CORP | $1,174 | $1,088 |
| CHR HANSEN HOLDINGS | $1,545 | $1,553 |
| CHUBB LIMITED | $2,182 | $2,067 |
| CISCO SYSTEMS INC | $1,587 | $1,647 |
| COMPASS GROUP PLC ADR | $1,878 | $1,860 |
| CORE LABORATORIES | $1,326 | $716 |
| CRM LONG SHORT OPPORTUNITIES F | $8,185 | $7,745 |
| CSL LTD | $2,401 | $2,524 |
| DEERE CO | $759 | $746 |
| DIAMOND HILL LONG SHORT FUND C | $7,141 | $6,604 |
| DOLLAR TREE INC | $2,685 | $2,439 |
| DSV UNSP ADR EACH REPR 0.5 ORD | $2,068 | $1,746 |
| ESSILOR INTL ADR | $2,250 | $2,084 |
| EXPERIAN GROUP LTD S/ADR | $2,167 | $2,416 |
| FEDEX CORPORATION | $1,696 | $1,129 |
| FIDELITY 500 INDEX FUND | $9,342 | $9,335 |
| FINANCIAL SELECT SECTOR SPDR F | $8,256 | $7,194 |
| GEN DYNAMICS CP | $1,766 | $1,258 |
| HDFC BANK LTD ADR | $1,912 | $1,968 |
| HEXAGON | $2,254 | $1,825 |
| HOME DEPOT INC | $1,789 | $1,718 |
| ICON PLC - AMERICAN DEPOSITARY | $1,367 | $1,551 |
| INDUSTRIA DE DISENO | $641 | $508 |
| ISHARE SP SMALL CAP 600 INDEX | $17,521 | $13,656 |
| ISHARES CORE DIVIDEND GROWTH | $39,491 | $39,816 |
| ISHARES MSCI EMERGING MARKETS | $7,622 | $7,710 |
| ISHARES MSCI USA QUALITY | $23,980 | $21,336 |
| JPMORGAN BETA BUILDERS EUROPE | $25,368 | $22,428 |
| JPMORGAN BETABUILDERS CANADA E | $25,616 | $22,065 |
| JPMORGAN BETABUILDERS DEVELOPE | $8,472 | $7,714 |
| JPMORGAN BETABUILDERS JAPAN ET | $25,158 | $22,514 |
| LORD ABBETT INVT TRUST | $16,236 | $16,237 |
| LOWES COMPANIES INC | $798 | $831 |
| LVMH MOET HENN UNSP | $2,014 | $1,812 |
| MARTIN MARIETTA MATLS INC | $1,859 | $1,547 |
| METTLER-TOLEDO INTL | $1,760 | $1,697 |
| NESTLE S.A | $3,715 | $3,724 |
| NEW MARKET CORP | $1,640 | $1,648 |
| NORFOLK SOUTHERN CORP | $1,999 | $2,243 |
| O'REILLY AUTOMOTIVE INC | $1,217 | $1,722 |
| PERNOD-RECARD SA | $1,793 | $1,702 |
| PROGRESSIVE CORP OHIO | $2,943 | $2,896 |
| RESMED INC | $1,130 | $1,139 |
| RYANAIR HOLDINGS PLC-ADR COM | $1,239 | $713 |
| SELECT SECTOR SPDR ENERGY FUND | $9,295 | $6,882 |
| SELECT SECTOR SPDR-HEALTH CARE | $40,547 | $43,342 |
| SHOPIFY INC | $1,623 | $1,800 |
| SOUTHWEST AIRLINES | $1,757 | $1,394 |
| STERIS PLC | $1,279 | $1,175 |
| TAIWAN SEMICONDUCTOR MFG CO LT | $2,523 | $2,141 |
| TENCENT HOLDINGS LIMITED | $2,497 | $2,013 |
| THE COCA-COLA CO | $1,023 | $1,089 |
| VANGUARD 500 INDEX FUND ADM | $197,975 | $187,144 |
| VANGUARD FTSE EUROPEAN ETF | $8,300 | $7,001 |
| VANGUARD INFORMATION TECHNOLOG | $51,331 | $50,883 |
| VERIZON COMMUNICATIONS | $819 | $956 |
| VISA INC | $2,552 | $2,771 |
| WAL-MART DE MEX V SP/ADR | $1,375 | $1,298 |
| WELLS FARGO & CO | $1,815 | $1,567 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $8,423 | $8,423 | |
| Bank Charges | $219 | $219 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $7,171 | Amt |
| Net Investment Income | $7,171 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Extension for 2017 | $53 | |
| Foreign Tax Paid | $131 | $131 |
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