THE DCT FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE DCT FOUNDATION (EIN 47-2663403)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349102324
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T11:59:57-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132738625 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DDK & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA 4TH FLR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 472663403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DCT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DCTF | BusinessNameControlTxt |
| Phone | 9084361100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LANE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID TEMPLER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9084361100 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALLEN DORKIN | PreparerPersonNm |
| PTIN | P00183573 | PTIN |
| Phone | 2129970600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 15:17:45 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A401BB2D78409AB259CAF5554F31B39ECABA1FC8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 83870196C0B02F0F3B18637D97DA15B1ED48C8C5 | 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 | $3,590,658 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,290,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $54,625 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $54,625 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,550 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,550 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,076 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $576,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,076 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,139 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,139 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,414,390 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $124,390 | 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 | $11,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,917 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,958 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $54,625 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $54,625 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $349 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,218 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,915 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $75,067 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,457 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,261 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $278,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $278,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $353,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,457 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $282,261 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,061,323 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $53,933 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $891,932 | CashBOYAmt |
| Cash EOY | $1,459,484 | CashEOYAmt |
| Cash EOYFMV | $1,459,484 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $1,313,228 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,632,209 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,125,981 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,131,174 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,837,369 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,585,465 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,590,658 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,369,057 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $55,830 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,369,057 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,830 | 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 | $2,468,312 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,529,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,468,312 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,529,635 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,837,369 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,585,465 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,468,312 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,061,323 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,529,635 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,529,635 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN BEACON SOUND POINT FLOATING RATE | P | 2017-03-07 | 2017-12-26 | $50,000 | $50,237 | -$237 | -$237 |
| GOTHAM NEUTRAL FUNDS CLASS I | P | 2017-02-01 | 2017-06-22 | $4,715 | $4,813 | -$98 | -$98 |
| LORD ABBETT FLOATING RATE FUND | P | 2017-02-01 | 2017-12-26 | $25,000 | $25,187 | -$187 | -$187 |
| GOTHAM NEUTRAL FUNDS CLASS I | P | 2016-02-23 | 2017-06-22 | $20,285 | $20,063 | $222 | $222 |
| GOTHAM ABSOLUTE RETURN INSTITUTIONAL | P | 2015-04-16 | 2017-12-26 | $50,000 | $46,797 | $3,203 | $3,203 |
| ANGLOGOLD HOLDINGS PLC NOTE RATE | P | 2017-01-03 | 2017-06-22 | $36,388 | $35,606 | $782 | $782 |
| CENTER COAST MLP FOCUS FUND CLSS C | P | 2016-12-30 | 2017-12-26 | $5,070 | $5,513 | -$443 | -$443 |
| CREDIT SUISSE AG TA-CYN KRE | P | 2017-03-29 | 2017-10-03 | $40,000 | $40,000 | $0 | $0 |
| HSBC USA INC | P | 2016-05-26 | 2017-02-28 | $55,000 | $55,000 | $0 | $0 |
| CENTER COAST MLP FOCUS FUND CLSS C | P | 2015-02-09 | 2017-12-26 | $10,038 | $12,743 | -$2,705 | -$2,705 |
| CENTER COAST MLP FOCUS FUND CLSS C | P | 2015-04-16 | 2017-12-26 | $4,893 | $6,182 | -$1,289 | -$1,289 |
| ANGLOGOLD HOLDINGS PLC NOTE RATE | P | 2015-02-09 | 2017-12-26 | $5,198 | $4,857 | $341 | $341 |
| GS FINANCE CORP TRIGGER | P | 2016-01-27 | 2017-06-22 | $22,735 | $20,000 | $2,735 | $2,735 |
| GS FINANCE CORP TRIGGER | P | 2016-01-27 | 2017-02-03 | $27,000 | $25,000 | $2,000 | $2,000 |
| GS FINANCE CORP TRIGGER | P | 2016-03-29 | 2017-06-22 | $22,577 | $25,000 | -$2,423 | -$2,423 |
| HSBC BANK USA | P | 2016-01-27 | 2017-06-22 | $20,163 | $20,513 | -$350 | -$350 |
| HSBC USA INC | P | 2016-02-25 | 2017-03-03 | $16,350 | $15,000 | $1,350 | $1,350 |
| JP MORGAN CHASE & CO | P | 2016-02-24 | 2017-11-02 | $24,435 | $20,000 | $4,435 | $4,435 |
| MORGAN STANLEY TRIGGER | P | 2016-02-25 | 2017-06-22 | $23,103 | $20,000 | $3,103 | $3,103 |
| MORGAN STANLEY FINANCE T-GEARS | P | 2016-05-25 | 2017-10-31 | $24,593 | $20,000 | $4,593 | $4,593 |
| TRANSOCEAN INC CALL | P | 2015-05-20 | 2017-06-22 | $20,842 | $18,749 | $2,093 | $2,093 |
| UBS AG TRIGGER PS EFA | P | 2016-03-28 | 2017-04-24 | $67,951 | $60,000 | $7,951 | $7,951 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,076 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $171,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,188,993 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053779 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,104 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,446,820 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.001677 | DistributionYr2Rt |
| Total Distribution | 0.055456 | TotalDistributionRt |
| Average Distribution | 0.027728 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,768,627 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $104,496 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $539 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $105,035 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $282,261 | 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 | $539 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $539 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $539 | 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 | $11 | EsPenaltyAmt |
| Tax Due | $550 | 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 | DAVID TEMPLER | IndividualWithBooksNm |
| Phone | 9084361100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LN | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID TEMPLER | ||||||||
| 36 OLYMPIA LANE | MONSEY | NY | 10952 | EXECUTIVE DIRECTOR | 0.00 | $0 | $0 | $0 |
| CHAYA TEMPLER | ||||||||
| 36 OLYMPIA LANE | MONSEY | NE | 10952 | 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 | $2,092,725 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $365,439 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,367,853 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,826,017 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,826,017 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $57,390 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,768,627 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $188,431 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $188,431 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $539 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $539 | TotalTaxAmt |
| Distributable Before Adj | $187,892 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $187,892 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $187,892 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $282,261 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $282,261 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $539 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $281,722 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $187,892 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $109,942 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $282,261 | QualifyingDistributionsAmt |
| Applied To Year1 | $109,942 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $172,319 | 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 | $15,573 | 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
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CONG KEHILATH YAKOV | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7 SUZANNE DRIVE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | RELIGIOUS ASSISTANCE | GrantOrContributionPurposeTxt |
| Amt | $278,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $278,000 | 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 | $54,625 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,550 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,139 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,076 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $124,390 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,390 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID TEMPLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 36 OLYMPIA LANE | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $278,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,875 | Amt |
| Net Investment Income | $7,917 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,958 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS FINANCIAL 036 | AT COST | $1,349,887 | $1,384,970 |
| UBS FINANCIAL 279 | AT COST | $776,094 | $746,204 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEE | $250 | $0 | $250 |
| INVESTMENT EXPENSES | $7,808 | $7,808 | $0 |
| BANK SERVICE CHARGES | $160 | $107 | $53 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Revenue And Expenses Per Books | $1,139 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,139 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,139 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LOANS PAYABLE | Desc |
| BOY Book Value | $1,369,057 | BOYBookValueAmt |
| EOY Book Value | $55,830 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INTERNAL RREVENUE SERVICE | CategoryTxt |
| Amt | $349 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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