LART CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- LART CHARITABLE TRUST (EIN 80-6210595)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-05
- IRS object ID
- 201920959349100202
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-05T11:24:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 131938264 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BASS & LEMER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 836 HEMPSTEAD AVENUE | AddressLine1Txt |
| City | WEST HEMPSTEAD | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11552 | 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 | 806210595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LART CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 7184382601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 17TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | YISROEL TRAUBE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7184382601 | PhoneNum |
| Signature | 2019-03-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY GOLDGRAB | PreparerPersonNm |
| PTIN | P01087335 | PTIN |
| Phone | 5164859600 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.196.45 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-19 | IPDt |
| IP Tm | 15:25:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E3D79D72249021EE11A0C3BE79CDD1B65BA94AE4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 89DA5C038F10245DF5B9FEA6C035F6002F87C95F | 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) |
|---|---|---|
| Organization4947a1 Trtd PF | Yes (X) | Organization4947a1TrtdPFInd |
| FMV Assets EOY | $1,933,074 | 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 | $350 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,580 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,580 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,236 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $250,042 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $753 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,447 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,930 | 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 |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $391 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $175 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $175 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $108,659 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $108,659 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,975 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,659 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$105,528 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,380 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,009 | CashBOYAmt |
| Cash EOY | $74,287 | CashEOYAmt |
| Cash EOYFMV | $74,287 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $347,181 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $315,591 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $315,591 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,395,466 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,343,087 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,346,991 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,955 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,955 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,833 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $251,771 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $174,817 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $174,372 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $883 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,039,265 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,933,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,933,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,039,265 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,933,737 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,039,265 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,933,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,039,265 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,933,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,039,265 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$105,528 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,933,737 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,933,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THRU JPMORGAN | PropertyDesc |
| Acquired | 2017-10-20 | AcquiredDt |
| Sold | 2018-04-26 | SoldDt |
| Gross Sales Price | $250,042 | GrossSalesPriceAmt |
| Cost Or Other Basis | $251,278 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,236 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,236 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,236 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $106,049 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,032,930 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052166 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $112,108 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,103,713 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053291 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $107,151 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,190,413 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048918 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,834 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,790,728 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063569 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $14,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,355,797 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.010326 | DistributionYr5Rt |
| Total Distribution | 0.228270 | TotalDistributionRt |
| Average Distribution | 0.045654 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,958,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,429 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $74 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $89,503 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $108,659 | 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 | $74 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $74 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $74 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184382601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4405 17TH AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| NECT Filing In Lieu OF Form1041 | Yes (X) | NECTFilingInLieuOFForm1041Ind |
| Tax Exempt Interest | $29,325 | TaxExemptInterestAmt |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| YISROEL YITCHOCK TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| BENJAMIN MOSES TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| SHAYA LEZER TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| EFRAIM SHLOMO TRAUBE | ||||||||
| 4405 17TH AVENUE | BROOKLYN | NY | 11204 | TRUSTEE | 0.00 | $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 | $1,611,136 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $377,534 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,988,670 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,988,670 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $29,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,958,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $97,942 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $97,942 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $74 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $74 | TotalTaxAmt |
| Distributable Before Adj | $97,868 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $97,868 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $97,868 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,659 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $108,659 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $74 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,585 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,868 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $17,302 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,659 | QualifyingDistributionsAmt |
| Applied To Year1 | $17,302 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $91,357 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $6,511 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF MOSDOS BET SHEMESH | |||||||
| 1605-56TH STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $500 |
| AMERICAN FRIENDS OF SFATH EMETH YESHIVA | |||||||
| 4608 10TH AVENUE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,800 |
| BAIS YAAKOV D'CHASSIDEI GUR | |||||||
| 1975 51ST STREET | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,500 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,000 |
| CONGREGATION BEIS MEDRASH GEVOHA | |||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $500 |
| CONGREGATION PNEI MENACHEM | |||||||
| 4533 18TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $500 |
| FRIENDS MOSDOT GOOR | |||||||
| 1310 48TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $96,980 |
| GERER YESHIVA AND MESIVTA BAIS YISROEL | |||||||
| 5407 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,000 |
| KOLLEL BAIS YISRAEL D'CHASIDEI GUR | |||||||
| 5407 19TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,000 |
| KUPATH RAMBAN KOLEL POLIN | |||||||
| 1349 49TH STREET | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,019 |
| LIKRAS | |||||||
| 1469 PRESIDENT STREET | BROOKLYN | NY | 11213 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $360 |
| MESAMCHEI HASHABBAT | |||||||
| 5314 12TH AVENUE | BROOKLYN | NY | 11219 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,000 |
| MESIVTA BAIS YISROEL | |||||||
| 5407 16TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $1,000 |
| YESHIVA YAGDIL TORAH | |||||||
| 5110 18TH AVENUE | BROOKLYN | NY | 11204 | N/A | PUBLIC CHARITY | SUPPORT INSTITUTIONS OF THE ORTHODOX JEWISH FAITH | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $108,659 | 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 | $350 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,580 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $753 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,236 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,447 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,447 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BASS AND LEMER LLP | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | ENTITY DOES NOT ACCEPT NOR SOLICIT DONATIONS AND IS A NONEXEMPT CHARITABLE TRUST UNDER THE WILL OF A DECEDENT. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | HELD AT JP MORGAN | BondNm |
| EOY Book Value | $174,817 | EOYBookValueAmt |
| EOYFMV | $174,372 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | HELD AT UBS FINANCIAL | StockNm |
| EOY Book Value | $25,955 | EOYBookValueAmt |
| EOYFMV | $21,833 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,343,087 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,346,991 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNAMORTIZED BOND PREMIUM | Desc |
| BOY Book Value | $883 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BROKER ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $175 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $175 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MUNICIPAL INTEREST-JPMORGAN | $16,500 | $0 | $16,500 |
| MUNICIPAL INTEREST-UBS | $37,750 | $0 | $37,750 |
| BOND PREMIUM AMORTIZATION | -$24,925 | $0 | -$24,925 |
| BOND VALUATION ADJUSTMENTS | -$28,572 | $0 | -$28,572 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $391 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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