SHALOM ISH FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SHALOM ISH FOUNDATION (EIN 11-3405442)
Tax period
2017-10-01 to 2018-09-30
Filed
2018-11-29
IRS object ID
201813339349100306
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-29T13:41:33-08:00ReturnTs
Tax Period End2018-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112632255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Saul N Friedman & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 60th StreetAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113405442EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHALOM ISH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHALBusinessNameControlTxt
Phone7182321111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORRIS FRIEDMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2018-11-29SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBen Kasirer CPAPreparerPersonNm
PTINP00287646PTIN
Phone7182321111PhoneNum
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,083,528FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$180,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$20,697DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,697DividendsNetInvstIncmAmt
Dividends Adj Net Incm$20,697DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$59,404NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$225,132GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$59,404CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$55,150NetSTCapitalGainAdjNetIncmAmt
Other Income Rev And Expnss$59,476OtherIncomeRevAndExpnssAmt
Other Income Adj Net Incm$59,476OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$319,577TotalRevAndExpnssAmt
Total Net Invst Incm$80,101TotalNetInvstIncmAmt
Total Adj Net Incm$135,323TotalAdjNetIncmAmt
Taxes Rev And Expnss$879TaxesRevAndExpnssAmt
Taxes Net Invst Incm$879TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$10,749OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,749OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,628TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,628TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$146,600ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$146,600ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$158,228TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,628TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$146,600TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$161,349ExcessRevenueOverExpensesAmt
Net Investment Income$68,473NetInvestmentIncomeAmt
Adjusted Net Income$135,323AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$21,901CashBOYAmt
Cash EOY$63,890CashEOYAmt
Cash EOYFMV$63,890CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,853SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,533SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,534SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$10,900OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$22,600OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$10,900OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$10,900OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$888,329CorporateStockBOYAmt
Corporate Stock EOY$1,076,268CorporateStockEOYAmt
Corporate Stock EOYFMV$1,055,204CorporateStockEOYFMVAmt
Other Investments BOY$1,854,204OtherInvestmentsBOYAmt
Other Investments EOY$1,794,391OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,950,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,788,887TotalAssetsBOYAmt
Total Assets EOY$2,948,982TotalAssetsEOYAmt
Total Assets EOYFMV$3,083,528TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$2,788,887UnrestrictedBOYAmt
Unrestricted EOY$2,948,982UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$2,788,887TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,948,982TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,788,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,948,982TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,788,887TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$161,349ExcessRevenueOverExpensesAmt
Subtotal$2,950,236SubtotalAmt
Other Decreases$1,254OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,948,982TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BIOGEN IDEC INC.P2014-02-072017-12-19$32,789$28,535$4,254$4,254
NVIDIA CORPP2017-06-142017-12-19$39,386$30,770$8,616$8,616
TARGET CORPP2017-06-142017-12-19$32,248$28,535$3,713$3,713
CALIFORNIA RES CORP COMP2017-12-152017-12-25$66,428$34,783$31,645$31,645
JP MORGAN CHASE & COP2017-06-142018-05-07$54,281$43,105$11,176$11,176
FieldValueIRS element (for citing)
Capital Gain Net Income$59,404CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$55,150NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$679,138AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,802,390NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.24234DistributionYr1Rt
Adjusted Qlfy Distri Yr2$698,273AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,702,885NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.25834DistributionYr2Rt
Adjusted Qlfy Distri Yr3$483,348AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,156,056NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.15315DistributionYr3Rt
Adjusted Qlfy Distri Yr4$433,735AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,182,148NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.13630DistributionYr4Rt
Adjusted Qlfy Distri Yr5$401,639AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$3,121,208NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.12868DistributionYr5Rt
Total Distribution0.918819TotalDistributionRt
Average Distribution0.183764AverageDistributionRt
Net Vl Noncharitable Assets$2,930,051NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$538,438AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$685NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$539,123AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$146,600QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,369InvestmentIncomeExciseTaxAmt
Subtotal$1,369SubtotalAmt
Tax Based On Investment Income$1,369TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$19EsPenaltyAmt
Tax Due$1,388TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7182321111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MORRIS FRIEDMAN
1151 57TH STREETBROOKLYNNY11219Director0.00$0
ABRAHAM FRIEDMAN
30 ROOSEVELT AVELAKEWOODNJ08701Controller0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$898,828AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$109,093AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,966,750FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,974,671TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$2,974,671AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,620CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,930,051NetVlNoncharitableAssetsAmt
Minimum Investment Return$146,503MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$146,503MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,369TaxBasedOnInvestmentIncomeAmt
Total Tax$1,369TotalTaxAmt
Distributable Before Adj$145,134DistributableBeforeAdjAmt
Distributable Before Ded$145,134DistributableBeforeDedAmt
Distributable As Adjusted$145,134DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$146,600ExpensesAndContributionsAmt
Qualifying Distributions$146,600QualifyingDistributionsAmt
Adjusted Qualifying Distri$146,600AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$145,134DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$259,301ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$279,358ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$330,049ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$564,983ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$540,742ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,974,433TotalExcessDistributionCyovAmt
Qualifying Distributions$146,600QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$145,134AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,466RemainingDistriFromCorpusAmt
Total Corpus$1,975,899TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$259,301ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,716,598ExcessDistriCyovToNextYrAmt
Excess From Year4$279,358ExcessFromYear4Amt
Excess From Year3$330,049ExcessFromYear3Amt
Excess From Year2$564,983ExcessFromYear2Amt
Excess From Year1$540,742ExcessFromYear1Amt
Excess From Current Year$1,466ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YESHIVA MESIFTA CHASAN SOFER
1876 50TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$18,000
YESHIVAS NOVOMINSK
1690 60TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$33,000
YESHIVA OF KASHO - OHEL SHMUEL
101 SPENCER STREETBROOKLYNNY11205NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$49,000
YESHIVA TORAS EMES
55 JAMES STREETLAKEWOODNJ08701NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$18,000
BETH JACOB OF BORO PARK
4412 15th AVENUEBROOKLYNNY11219NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$3,600
CONGREGATION KHAL PREMISHLAN
510 AVENUE MBROOKLYNNY11230NONETO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$15,000
AISH HATORAH FUND
313 WEST 83 STREETNEW YORKNY10024NONETO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$146,600TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,697ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$59,404ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (4 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
BROADWAY WEST ASSOC K-11-$27,462
PERRYVILLE INVESTORS, LLC1$8,760
SHELBOURNE CONN K-11$18,451
SHELBOURNE JERSEY K-11$59,727

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$139,577ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,577TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
PROGRESSIVE CHARITY FOUNDATION INC
15816 15 AVENUEBROOKLYNNY11219$60,000Yes (X)
GOLDMARK GROUP INC
21155 BLOOMFIELD AVENUECLIFTONNJ07012$120,000Yes (X)

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
FIDELITY INVESTMENTS -BANKUNITED INC$125,000$69,419
MERRILL LYNCH SECURITES=SEE ATTACHED$951,268$985,785

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (4 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
SHELBOURNE JERSEY PARTNERS, LLCAT COST$432,553$500,000
REAL ESTATE JERSEY CITYAT COST$432,097$500,000
SHELBOURNE CT EQUITIES LLCAT COST$469,250$500,000
REAL ESTATE - PERRYVILLEAT COST$460,491$450,000

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENTS FOR COST BASIS - K1 ENDING BALANCESDesc
Amt$1,254Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$64$64
FILING FEES$250$250
INVESTMENT ADVISORY FEES$10,435$10,435

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
BROADWAY WEST ASSOC K-1-$27,462-$27,462
PERRYVILLE INVESTORS, LLC$8,760$8,760
SHELBOURNE CONN K-1$18,451$18,451
SHELBOURNE JERSEY K-1$59,727$59,727

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp

Borrower Name BorrowerNameGrp

FieldValueIRS element (for citing)
PersonMOSHE ELIMELECH KERN REISELPersonNm
FieldValueIRS element (for citing)
Insider RelationshipNONEInsiderRelationshipTxt
Loan Original$100,000LoanOriginalAmt
Balance Due$10,900BalanceDueAmt
Interest0.0000InterestRt
Security Provided BorrowerN/ASecurityProvidedBorrowerTxt
Loan PurposeLOAN TO A 501(C)(3) ORGANIZLoanPurposeTxt
Lender ConsiderationN/ALenderConsiderationDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAX PAIDCategoryTxt
Amt$879Amt
Net Investment Income$879NetInvestmentIncomeAmt

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