SAM & SARA MERMELSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SAM & SARA MERMELSTEIN FAMILY FOUNDATION (EIN 20-0846315)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-17
- IRS object ID
- 201911989349100111
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-17T14:29:23-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363553179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KBKB LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 RIVER DRIVE | AddressLine1Txt |
| City | MORTON GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60053 | 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 | 200846315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARA MERMELSTEIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 7735390385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 RIVER DRIVE | AddressLine1Txt |
| City | MORTON GROVE | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60053 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN ISENBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7735390385 | PhoneNum |
| Signature | 2019-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD BOKOR CPA | PreparerPersonNm |
| PTIN | P00283458 | PTIN |
| Phone | 8476753585 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.15.22.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-15 | IPDt |
| IP Tm | 13:04:57 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5F7888EC753891C72794E18341D8A7C40DE135CA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9619744AC64492DDA3F4BBEF3F6DAEE2C845D083 | 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 | $913,987 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $17,016 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,016 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,294 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,294 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,155 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,309 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,155 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $39,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $39,465 | 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 | $714 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $77,799 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $77,799 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,028 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $77,799 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$40,563 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,465 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $127,054 | CashBOYAmt |
| Cash EOY | $25,101 | CashEOYAmt |
| Cash EOYFMV | $25,101 | CashEOYFMVAmt |
| Corporate Stock BOY | $873,400 | CorporateStockBOYAmt |
| Corporate Stock EOY | $948,435 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $888,886 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,000,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $973,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $913,987 | 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 | $1,000,454 | RetainedEarningBOYAmt |
| Retained Earning EOY | $973,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,000,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $973,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,000,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $973,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,000,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$40,563 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,645 | OtherIncreasesAmt |
| Subtotal | $973,536 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $973,536 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 3650 SH GECC 4.70 | P | 2013-06-25 | 2018-05-30 | $91,250 | $78,154 | $13,096 | $13,096 |
| CAPITAL GAINS DIVIDENDS | P | $1,059 | $1,059 | $1,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,155 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $96,675 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,096,589 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088160 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,636 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,034,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.094403 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $102,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,083,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.094356 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,083,500 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082317 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $91,835 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $985,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.093234 | DistributionYr5Rt |
| Total Distribution | 0.452470 | TotalDistributionRt |
| Average Distribution | 0.090494 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $975,569 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $88,283 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $395 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $88,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $77,799 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $789 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $789 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $497 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,497 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,708 | OverpaymentAmt |
| Applied To ES Tax | $1,708 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | ALAN ISENBERG | IndividualWithBooksNm |
| Phone | 7735390385 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60659 | 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 Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN ISENBERG | |||||||||||
| 6243 N LAWNDALE | CHICAGO | IL | 60659 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||
| YISROEL RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| SHOSHANA RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| 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 | $902,139 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,178 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $990,425 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $990,425 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,856 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $975,569 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $48,778 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $48,778 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $789 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $789 | TotalTaxAmt |
| Distributable Before Adj | $47,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $47,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $47,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $77,799 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $77,799 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $77,799 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,995 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $36,410 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,490 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,351 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $43,360 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $220,606 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $77,799 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $47,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,810 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $250,416 | 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 | $43,995 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $36,410 | ExcessFromYear4Amt |
| Excess From Year3 | $49,490 | ExcessFromYear3Amt |
| Excess From Year2 | $47,351 | ExcessFromYear2Amt |
| Excess From Year1 | $43,360 | ExcessFromYear1Amt |
| Excess From Current Year | $29,810 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALAN ISENBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60659 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7735390385 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION INDICATING RELIGIOUS OR EDUCATIONAL PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZED RELIGIOUS OR EDUCATION INSTITUTIONS ONLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALEH ISRAEL FOUNDATION | ||||||||||
| P O BOX 4911 | NEW YORK | NY | 10185 | NONE | EDUCATIONAL | $2,000 | ||||
| AMERICAN FRIENDS OF DARCHEI NOAM | ||||||||||
| 410 E 3RD ST | BROOKLYN | NY | 11218 | NONE | EDUCATIONAL | $1,000 | ||||
| AMERICAN FRIENDS OF MIFAL HACHESED | ||||||||||
| 4612 12TH AVE | BROOKLYN | NY | 11219 | NONE | EDUCATIONAL | $5,000 | ||||
| AMERICAN FRIENDS OF SHAALEI TORAH | ||||||||||
| 852 WOODMERE PLACE | WOODMEERE | NY | 11598 | NONE | EDUCATIONAL | $22,000 | ||||
| AMERICAN FRIENDS OF TIFERET MO | ||||||||||
| 28 PARK AVE | AIRMONT | NY | 10952 | NONE | EDUCATIONAL | $500 | ||||
| ARIE CROWN HEBREW DAY SCHOOL | ||||||||||
| 4600 W MAIN ST | SKOKIE | IL | 60076 | NONE | EDUCATIONAL | $360 | ||||
| BAYIT LEPLELTOT | ||||||||||
| NONE | EDUCATIONALEDUCATIONALEDUCATIONALEDUCATIONAL | $360 | P O BOX 505 | JERUSALEM | IS | 91050 | ||||
| CHAVERIM ISRAEL FAMILY SYS | ||||||||||
| 1360 CLIFTON AVE 370 | CLIFTON | NJ | 07012 | NONE | SOCIALSOCIAL | $1,000 | ||||
| CHICAGO CHESED FUND | ||||||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | NONE | SOCIAL WELFARE | $15,800 | ||||
| CONG AGUDAS ISRAEL BIKUR CHOLIM | ||||||||||
| 3541 W PETERSON AVE | CHICAGO | IL | 60659 | NONE | HOUSE OF WORSHIP | $1,020 | ||||
| CONG EMUNAS YISROEL | ||||||||||
| 4310 16TH AVE | BROOKLYN | NY | 11219 | NONE | HOUSE OF WORSHIP | $1,000 | ||||
| CONG KHAL CHASIDIM | ||||||||||
| 6757 N RICHMOND AVE | CHICAGO | IL | 60645 | NONE | HOUSE OF WORSHIP | $1,000 | ||||
| CONG THILOS ARYEH | ||||||||||
| 4515 12TH AVE C-5 | BROOKLYN | NY | 11219 | NONE | HOUSE OF WORSHIPHOUSE OF WORSHIP | $360 | ||||
| CONG ZICHRON AVOS | ||||||||||
| 183 WILSON ST PMB 155 | BROOKLYN | NY | 11211 | NONE | HOUSE OF WORSHIP | $2,000 | ||||
| EZER MITZION | ||||||||||
| 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11212 | NONE | EDUCATIONAL | $3,000 | ||||
| FRIENDS OF TIFERES TZION | ||||||||||
| NONE | EDUCATIONAL | $6,200 | 39 JERUSALEM ST | BNEI BRAK | IS | |||||
| FRIENDS OF YAD SARAH | ||||||||||
| 445 PARK AVE - STE 1702 | NEW YORK | NY | 10022 | NONE | EDUCATIONAL | $500 | ||||
| KEREN YISOCHER DOV | ||||||||||
| 213 LEE ST | BROOKLYN | NY | 11206 | NONE | EDUCATIONAL | $6,002 | ||||
| KHAL CHODROV | ||||||||||
| 6336 N LINCOLN AVE | CHICAGO | IL | 60659 | NONE | HOUSE OF WORSHIP | $500 | ||||
| LEV BEREL | ||||||||||
| 111 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | EDUCATIONAL | $500 | ||||
| MAMON WORLD CENTER | ||||||||||
| 4620 DELAFIELD AVE | BRONX | NY | 10471 | NONE | EDUCATIONAL | $250 | ||||
| MARGOLIN HEBREW ACADEMY | ||||||||||
| 390 S WHITE STATION RD | MEMPHIS | TN | 38117 | NONE | EDUCATIONAL | $500 | ||||
| PEF ISRAEL ENDOWMENT FUND | ||||||||||
| 630 3RD AVE RM 1501 | NEW YORK | NY | 10017 | NONE | EDUCATIONAL | $500 | ||||
| SHALVA | ||||||||||
| P O BOX 46375 | CHICAGO | IL | 60646 | NONE | SOCIAL/EDUCATIONAL | $500 | ||||
| VAR MISC ORGANIZED CHARITIES | ||||||||||
| 8140 RIVER DRIVE | MORTON GROVE | IL | 60053 | NONE | EDUCATIONAL | $447 | ||||
| YAD L'CHAIM | ||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | EDUCATIONAL | $500 | ||||
| YAD MALKAH | ||||||||||
| 1215-42 ST | BROOKLYN | NY | 11219 | NONE | EDUCATIONAL | $750 | ||||
| YESHIVA CHOSEN SOFER | ||||||||||
| 1876 50TH STREET | BROOKLYN | NY | 11204 | NONE | EDUCATIONAL | $1,500 | ||||
| YESHIVA JOAN DACHS BAIS YAAKOV | ||||||||||
| 3200 W PETERSON AVE | CHICAGO | IL | 60645 | NONE | EDUCATIONAL | $250 | ||||
| YESHIVA MIR YERUSHALAYIM | ||||||||||
| 1791 OCEAN PKWY | BROOKLYN | NY | 11223 | NONE | EDUCATIONAL | $250 | ||||
| YESHIVA OHR BORUCH | ||||||||||
| 2828 W PRATT AVE | CHICAGO | IL | 60645 | NONE | EDUCATIONAL | $750 | ||||
| YESHIVAS BALI YISROEL | ||||||||||
| 500 WEST 185TH ST | NEW YORK | NY | 10033 | NONE | EDUCATIONAL | $1,000 | ||||
| ZICHRON MANECHEM | ||||||||||
| 50 WEST 47TH ST - STE 2100 | NEW YORK | NY | 10036 | NONE | CANCER RESEARCH | $500 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $77,799 | 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) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $17,016 | UnrelatedBusinessTaxblIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $8,294 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $14,155 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,465 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $39,465 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
| 4 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $948,435 | EOYBookValueAmt |
| EOYFMV | $888,886 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $714 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS BASED UPON COST TO MARKET VALUE | Desc |
| Amt | $13,645 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IL CHARITY BUREAU | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |