AAR CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- AAR CHARITABLE FOUNDATION (EIN 46-1748807)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201813189349101016
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T09:57:59-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 364267431 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEASE & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1422 EUCLID AVE SUITE 400 | AddressLine1Txt |
| City | CLEVELAND | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 44115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461748807 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AAR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AARC | BusinessNameControlTxt |
| Phone | 7188868219 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIMROSE DRIVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARUCH JEREMIAS | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188868219 | PhoneNum |
| Signature | 2018-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH VELKOS | PreparerPersonNm |
| PTIN | P00434100 | PTIN |
| Phone | 2163489600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.249.105.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-12 | IPDt |
| IP Tm | 15:00:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6410079965079D3074AAD5C60F569B728853E432 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BD1F67F05134AEA33943A9959FAAE9B72305C353 | 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 | $1,830,732 | 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 |
| Dividends Rev And Expnss | $17,969 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,969 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $17,969 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,632 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,775 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,969 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $17,969 | 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 Prof Fees Rev And Expnss | $14,029 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,332 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $296 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,657 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $128,860 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $128,860 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $144,517 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $128,860 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$130,180 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,969 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $17,969 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $887,285 | CashBOYAmt |
| Cash EOY | $30,868 | CashEOYAmt |
| Cash EOYFMV | $30,868 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $31,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $235,627 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $235,627 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $75,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $75,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $75,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $75,000 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,027,228 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,720,463 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,489,237 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,021,461 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,061,958 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,830,732 | 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 | $2,021,461 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,061,958 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,021,461 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,061,958 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,021,461 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,061,958 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,021,461 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$130,180 | ExcessRevenueOverExpensesAmt |
| Other Increases | $170,677 | OtherIncreasesAmt |
| Subtotal | $2,061,958 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,061,958 | 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 | $71,775 | GrossSalesPriceAmt |
| Cost Or Other Basis | $75,407 | CostOrOtherBasisAmt |
| Gain Or Loss | -$3,632 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$3,632 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$3,632 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$3,632 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,640 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,287,541 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043214 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $58,397 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $681,643 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085671 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $32,654 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $364,321 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.089630 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,419 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $273,505 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060032 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $246,250 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000000 | DistributionYr5Rt |
| Total Distribution | 0.278547 | TotalDistributionRt |
| Average Distribution | 0.055709 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,978,889 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $110,242 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $180 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $110,422 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $128,860 | 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 | $180 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $180 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $680 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $680 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $500 | OverpaymentAmt |
| Applied To ES Tax | $500 | 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 | NJ | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | BARUCH JEREMIAS | IndividualWithBooksNm |
| Phone | 7188868219 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 PRIMROSE DRIVE | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 081073283 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| BARUCH JEREMIAS | ||||||||
| 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CHANA JEREMIAS | ||||||||
| 8 PRIMROSE DRIVE | LAKEWOOD | NJ | 08701 | TRUSTEE | 2.00 | $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 | $1,700,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $233,450 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $75,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,009,024 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,009,024 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,978,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $98,944 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $98,944 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $180 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $180 | TotalTaxAmt |
| Distributable Before Adj | $98,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $98,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $98,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $128,860 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $128,860 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $180 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $128,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $98,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $8,083 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,505 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $32,588 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $128,860 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $98,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $30,096 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $62,684 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $62,684 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $8,083 | ExcessFromYear3Amt |
| Excess From Year2 | $24,505 | ExcessFromYear2Amt |
| Excess From Current Year | $30,096 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BARUCH JEREMIAS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BETH JECHIEL TORA CENTER | |||||||
| C/O WACHS 2160 83RD ST | BROOKLYN | NY | 11214 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $500 |
| AMERICAN FRIENDS OF NETIVOT HATORAH | |||||||
| 1054 43RD STREET | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $180 |
| AMERICAN FRIENDS OF RAMAT BEIT SHEMESH INC | |||||||
| 285 DEWEY AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $360 |
| AMERICAN FRIENDS OF TOLDOS MOSHE DOV INC | |||||||
| C/O PAVLOV 2073 BAYRIDGE PARKWAY | BROOKLYN | NY | 11204 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $360 |
| AMERICAN FRIENDS OF YESHIVA D'MIR INC | |||||||
| 5227 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $50,000 |
| BAIS EZRAS RAV | |||||||
| 216 HEWES ST | BROOKLYN | NY | 11211 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| BAIS MEDRASH OF CENTRAL JERSEY INC | |||||||
| 114 CAREY STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| BAIS MEDRASH OF MEDINA ROAD | |||||||
| 1257 MEDINA RD | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $2,500 |
| BMG STUDENT AID FUND | |||||||
| 617 6TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| BNOS BINA GIRLS SCHOOL | |||||||
| 1 E 13TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $360 |
| BONEI OLAM INC | |||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | PC | TO PROVIDE SUPPORT TO HELP SUBSIDIZE TREATMENTS FOR INFERTILITY AND HIGH RISK PREGANCIES. | $1,000 |
| CONGREGATION BAIS MEDRASH CHAYIM | |||||||
| 53 FREEDOM DR | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| CONGREGATION BAIS MEDRASH KEREM SHLOMO INC | |||||||
| 401 WARREN ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| CONGREGATION BAIS MEDRASH OF ARLINGTON | |||||||
| 501 ARLINGTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| CONGREGATION BAIS SHALOM INC | |||||||
| 11-21 SAGE STREET | FAR ROCKAWAY | NY | 11691 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $2,500 |
| CONGREGATION BETH SHOLOM - CHEVRA SHAS | |||||||
| 17 PATSY LN | JAMESVILLE | NY | 13078 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| CONGREGATION CHABURAS DIRSHU HASHEMINC | |||||||
| 522 PRIVATE WAY | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| CONGREGATION CHEMDAT SHLOMO | |||||||
| 1243 43RD ST BOROUGH PARK | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $180 |
| CONGREGATION FOREST GLEN INC | |||||||
| 27 GRASSMERE ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $5,500 |
| CONGREGATION FOREST GLEN INC | |||||||
| 475 OBERLIN AVE SUITE 203 | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $3,600 |
| CONGREGATION KNESSES BAIS LEVI INC | |||||||
| 128 E 8TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,500 |
| CONGREGATION KOLLEL KNESSES YISROEL INC | |||||||
| 3323 RICHMOND AVE | STATEN ISLAND | NY | 10312 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| CONGREGATION OROS BAIS YAAKOV OF LAKEWOOD | |||||||
| 50 LAPSLEY LN | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $1,250 |
| CONGREGATION SHAREI EZRA INC | |||||||
| 12 PRAG BLVD UNIT 101 | MONROE | NY | 10950 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| CONGREGATION TORAH UTEFILLAH FRYSZTAK | |||||||
| 621 HICKSVILLE RD | NEW YORK | NY | 11691 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,250 |
| CONGREGATION YESHIVA GEDOLA ATERES MORDECHAI INC | |||||||
| 137 E 4TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| CONGREGATION YESHIVA MAON HATORAH | |||||||
| PO BOX 428 | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,500 |
| CONGREGATION ZICHRON AVOS | |||||||
| 183 WILSON ST PMB 155 | BROOKLYN | NY | 11211 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| EOM ACL INC | |||||||
| 1093 E 17 ST | BROOKLYN | NY | 11230 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $3,130 |
| EZRAS ACHIM | |||||||
| 5 ORSHAVA CT UNIT 101 | MONROE | NY | 10950 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $5,400 |
| JEWISH EDUCATIONAL MEDIA | |||||||
| 784 EASTERN PARKWAY | BROOKLYN | NY | 11203 | NONE | PC | TO PROVIDE SUPPORT FOR PRESERVING HISTORICAL EDUATIONAL VIDEOS, AUDIO AND PHOTOGRAPHS. | $250 |
| JEWISH RESOURCE CENTER CHABAD OFVAIL INC | |||||||
| 450 E LIONSHEAD CIR | VAIL | CO | 81657 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| KAMENITZER YESHIVA OF JERUSALEM INC | |||||||
| 843 MORRIS AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $1,000 |
| KEREN YISROEL | |||||||
| 650 9TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| KHAL MEOR CHAIM | |||||||
| 270 MILLER ROAD | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,300 |
| KHAL OR CHAIM | |||||||
| 1424 49 STREET | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $15,500 |
| KOLLEL ZICHRON AVROHOM INC | |||||||
| 1820 N MIAMI BEACH | MIAMI BEACH | FL | 33162 | NONE | PC | TO PROVIDE SUPPORT FOR RELIGIOUS STUDY | $250 |
| LEV BEREL INC | |||||||
| 111 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| MERKAZ MOSDOS CHINUCH | |||||||
| 35 BALFOUR PL | BROOKLYN | NY | 11225 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| MESIVTA OF CLIFTON INC | |||||||
| 36 BARRY PLACE | PASSAIC | NJ | 07055 | NONE | PC | TO PROVIDE SUPPORT FOR EDUCATION. | $500 |
| MISCELLANEOUS CONTRIBUTIONS | |||||||
| 8 PRIMOSE DRIVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE JEWISH COMMUNITY. | $1,780 |
| NEW ENGLAND ACADEMY OF TORAH INC | |||||||
| 116 E MANNING ST | PROVIDENCE | RI | 02906 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| OHR HAMEIR THEOLOGICAL SEMINARY | |||||||
| 141 FURNANCE WOODS ROAD | CORTLANDT | NY | 10567 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| RABBINICAL COLLEGE OF YESHIVA AND KOLEL BAIS MEDRASH ELYON ASSN INC | |||||||
| 73 MAIN STREET | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| RAV CHESED | |||||||
| 132 HEYWARD ST | BROOKLYN | NY | 11206 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| SEPHARDIC CONGREGATION OF LAKEWOOD | |||||||
| 80 COLES WAY | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| SHALOM TORAH CENTER | |||||||
| P O BOX 1545 | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| SHEMIRAS SEDORIM INC | |||||||
| 667 8TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $500 |
| STAM GEMACH GEMILAS CHESED FUND INC | |||||||
| 615 FOREST AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE EDUCATION | $180 |
| TORAH RELIEF SOCIETY INC EZRAS TORAH FUND | |||||||
| 1540 RT 202 NO 2 | POMONA | NY | 10970 | NONE | PC | TO PROVIDE FNANCIAL ASSISTANCE FOR RENT, MEDICAL, FOOD AND EDUCATION EXPENSES. | $250 |
| TORAH TEMIMAH OF LAKEWOOD INC | |||||||
| 780 VASSAR AVE | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,000 |
| TOV VCHESED FOUNDATION INC | |||||||
| PO BOX 855 | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR LIVING EXPENSES OF IMPOVERISHED PEOPLE. | $250 |
| YESHIVA EITZ CHAIM | |||||||
| 419 8TH STREET | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $250 |
| YESHIVA EMEK HALACHA | |||||||
| 1 PRINCESS CT | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| YESHIVA GEDOLA BAIS YISROEL INC | |||||||
| 4 SOLOND ROAD | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| YESHIVA GEDOLA ZICHRON YOSEF ARYEH | |||||||
| 401 7TH ST | LAKEWOOD | NJ | 08701 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $360 |
| YESHIVA KEREN ORAH | |||||||
| 1339 52ND STREET | BROOKLYN | NY | 11219 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $1,800 |
| YESHIVA MEOR HATORAH INC | |||||||
| 1761 E 7TH ST | BROOKLYN | NY | 11223 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $500 |
| YESHIVAS TORAH ORE | |||||||
| 3006 AVENUE M | BROOKLYN | NY | 11210 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $6,000 |
| ZICHRON MOSHE | |||||||
| 262 ROUTE 306 | MONSEY | NY | 10952 | NONE | PC | TO PROVIDE SUPPORT FOR THE CONGREGATION. | $860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $128,860 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,969 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$3,632 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,337 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,337 | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE NEW JERSEY DIVISION OF TAXATION DOES NOT REQUIRE THE FILING OF A COPY OF FEDERAL FORM 990. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRIL LYNCH | StockNm |
| EOY Book Value | $1,720,463 | EOYBookValueAmt |
| EOYFMV | $1,489,237 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK SERVICE CHARGE | Desc |
| Revenue And Expenses Per Books | $296 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $170,677 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,029 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,332 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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