A & H SHAMAH FAMILY FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- A & H SHAMAH FAMILY FOUNDATION INC (EIN 47-2425815)
- Tax period
- 2017-11-01 to 2018-10-31
- Filed
- 2019-03-07
- IRS object ID
- 201940669349100504
- Schema version
- 2017v2.3
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-07T11:46:04-06:00 | ReturnTs |
| Tax Period End | 2018-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 352123203 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 PENN PLAZA SUITE 1500 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 472425815 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | A & H SHAMAH FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | A&HS | BusinessNameControlTxt |
| Phone | 2125579800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 W 33RD ST SUITE 802 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN SHAMAH | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2125579800 | PhoneNum |
| Signature | 2019-03-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK TROTTI | PreparerPersonNm |
| PTIN | P00368434 | PTIN |
| Phone | 2125579800 | PhoneNum |
| Preparation | 2018-11-29 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.132.79.18 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-06 | IPDt |
| IP Tm | 15:45:19 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 8742F3985EA151063956B046DE4E005049B9C75C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 643352B9F15448159FCEA49C3B95F896E0D7BC68 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | 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 | $4,176,421 | 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 | $237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $237 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $237 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $26,129 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,129 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $26,129 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,275,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,323,550 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$1,248,903 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,366 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,366 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,577 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,577 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $12,577 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,577 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,577 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $12,577 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $191,777 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,577 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $12,577 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,440,680 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,789 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $13,789 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,124,782 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $756,903 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $756,903 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,441,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,868,199 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,919,518 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,565,782 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,125,102 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,176,421 | 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 | $10,565,782 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,125,102 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,565,782 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,125,102 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,565,782 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,125,102 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,565,782 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,440,680 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,125,102 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,125,102 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PIMCO INCOME P (PNOPX) | 2017-11-10 | 2018-01-03 | $1,869 | $1,869 | $0 | $0 | |
| LORD ABBETT BOND DEB F (LBDFX) | 2017-11-10 | 2018-01-03 | $1,145 | $1,141 | $4 | $4 | |
| PIMCO INCOME P (PNOPX) | 2017-11-10 | 2018-01-03 | $2,000 | $2,014 | -$14 | -$14 | |
| PRU SH DUR MULTI SEC BOND Z (SDMZX) | 2017-11-10 | 2018-01-03 | $2,037 | $2,037 | $0 | $0 | |
| PRU SH DUR MULTI SEC BOND Z (SDMZX) | 2017-11-10 | 2018-01-03 | $2,000 | $2,004 | -$4 | -$4 | |
| WESTERN ASSET CORE PLUS BD I (WACPX) | 2017-11-10 | 2018-01-03 | $2,037 | $2,034 | $3 | $3 | |
| WESTERN ASSET CORE PLUS BD I (WACPX) | 2017-11-10 | 2018-01-03 | $2,000 | $2,017 | -$17 | -$17 | |
| PRU SH DUR MULTI SEC BOND Z (SDMZX) | 2017-11-10 | 2018-03-12 | $100,000 | $100,725 | -$725 | -$725 | |
| ALLIANCE BERNSTEIN INCOME ADV (ACGYX) | 2017-11-10 | 2018-06-19 | $107,217 | $112,522 | -$5,305 | -$5,305 | |
| DREYFUS/STANDISH GLB FIX INC I (SDGIX) | 2017-11-10 | 2018-06-19 | $55,305 | $56,405 | -$1,100 | -$1,100 | |
| LORD ABBETT BOND DEB F (LBDFX) | 2017-11-10 | 2018-06-19 | $54,675 | $55,826 | -$1,151 | -$1,151 | |
| PGIM SHRT DUR MULTI-SECT BND Z (SDMZX) | 2017-11-10 | 2018-06-19 | $55,256 | $56,063 | -$807 | -$807 | |
| PIMCO INCOME I2 (PONPX) | 2017-11-10 | 2018-06-19 | $106,538 | $110,454 | -$3,916 | -$3,916 | |
| WESTERN ASSET CORE PLUS BD I (WACPX) | 2017-11-10 | 2018-06-19 | $105,714 | $110,878 | -$5,164 | -$5,164 | |
| ELF | 2018-10-17 | $724,893 | $1,982,830 | -$1,257,937 | -$1,257,937 | ||
| $0 | $0 | P | |||||
| CAPITAL GAINS DIVIDENDS | $864 | $864 | $864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,275,269 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$1,276,133 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,003,887 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $138 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $179,200 | 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 | $138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $73 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $73 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $65 | 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 |
| Org Report Or Register State | NY | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | ALAN SHAMAH | IndividualWithBooksNm |
| Phone | 2125579800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 GIRARD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11235 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ALAN SHAMAH | ||||||||
| 115 GIRARD STREET | BROOKLYN | NY | 11235 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| HELENE SHAMAH | ||||||||
| 115 GIRARD STREET | BROOKLYN | NY | 11235 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSEPH SHAMAH | ||||||||
| 1393 EAST 7TH STREET | BROOKLYN | NY | 11230 | DIRECTOR | 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 | $5,998,673 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,095,317 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,095,317 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $91,430 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,003,887 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $300,194 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $300,194 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $138 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $138 | TotalTaxAmt |
| Distributable Before Adj | $300,056 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $300,056 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $300,056 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,200 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $179,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $179,062 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $300,056 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,281 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $179,200 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,281 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $35,919 | 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 | $264,137 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF ESHEL INC | |||||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | N/A | NC | TO ENABLE FRIENDS OF TO CONTIUNE ITS MISSION. | $75,000 |
| SEPHARDIC COMMUNITY ALLIANCE | |||||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | N/A | NC | TO ENABLE SEPHARDIC COMMUNITY ALLIANCE TO CONTINUE IS MISSION. | $75,000 |
| MT SINAI HEALTH CARE FOUNDATION | |||||||
| 11000 EUCLID AVENUE | CLEVELAND | OH | 44106 | N/A | NC | TO ENABLE MT. SINAI HEALTH CARE FOUNDATION TO CONTINUE IS MISSION. | $3,200 |
| THE GENESIS FOUNDATION FOR CHILDREN | |||||||
| 60 TEMPLE PLACE | BOSTON | MA | 02111 | NC | TO ENABLE THE GENESIS FOUNDATION FOR CHILDREN TO CONTINUE IS MISSION. | $15,000 | |
| AMERICAN FRIENDS OF YESHIVAT SHAREI EZRA | |||||||
| 1918 HOMECREST AVENUE | BROOKLYN | NY | 11229 | NC | TO ENABLE FRIENDS OF TO CONTIUNE ITS MISSION. | $1,000 | |
| SEPHARDIC COMMUNITY CENTER | |||||||
| 1901 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NC | TO ENABLE THE SEPHARDIC COMMUNITY CENTER TO CONTINUE IS MISSION. | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,200 | 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 | $237 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,129 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $864 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,276,133 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,230 | ExclusionAmt |
| Related Or Exempt Function Incm | -$1,276,133 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$1,248,903 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 236993 SHS ELF | $7,458,170 | $2,514,496 |
| 11940.032 SHS ACGYX | $90,625 | $89,550 |
| 2227.231 SHS SDGIX | $46,705 | $46,438 |
| 5753.823 SHS LBDFX | $46,001 | $44,765 |
| 4925.922 SHS SDMZX | $47,092 | $46,944 |
| 7608.404 SHS PONPX | $90,464 | $89,931 |
| 7944.927 SHS WACPX | $89,142 | $87,394 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENT IN AFF II ASSEMBLY | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $12,577 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,577 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $12,577 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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