CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAROLYNE E CZAP AND EUGENE A CZAP CHARITABLE FOUNDATION (EIN 26-4709613)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202533149349102553
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T14:47:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113090078 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZELL & ETTINGER CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112104744 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264709613 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAROLYNE E CZAP AND EUGENE A CZAP | BusinessNameLine1Txt |
| Business Name Line2 | CHARITABLE FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARO | BusinessNameControlTxt |
| Phone | 7182531480 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK I ETTINGER | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7186921212 | PhoneNum |
| Signature | 2025-10-31 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID SCHLOSS | PreparerPersonNm |
| PTIN | P01053382 | PTIN |
| Phone | 7186921212 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,140,137 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $7,228 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,228 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $121,207 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $121,207 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $695,408 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,015 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,771 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,771 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $170,221 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $170,221 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $52,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $57,169 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $57,169 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $30,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $66,822 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $66,827 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,038 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $441 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70,579 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $51,160 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19,419 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $329,608 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,428 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $210,588 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $424,608 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,428 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,588 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$254,387 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,793 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $49,840 | CashBOYAmt |
| Cash EOY | $15,247 | CashEOYAmt |
| Cash EOYFMV | $15,247 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,500 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $200 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $200 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,603,870 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,124,690 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,124,690 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $73,171 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $73,171 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,655,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,140,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,140,137 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $685 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,112 | AccountsPayableEOYAmt |
| Grants Payable BOY | $90,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $46,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $90,685 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,112 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,564,525 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,088,026 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,564,525 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,088,026 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,655,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,140,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,564,525 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$254,387 | ExcessRevenueOverExpensesAmt |
| Other Increases | $777,888 | OtherIncreasesAmt |
| Subtotal | $5,088,026 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,088,026 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| CHARLES SCHWAB | P | $239,355 | $266,661 | -$27,306 | -$27,306 |
| UBS 16747 | P | $17,281 | $6,407 | $10,874 | $10,874 |
| UBS 16749 | P | $12,887 | $12,317 | $570 | $570 |
| UBS 16749 | P | $105,876 | $84,146 | $21,730 | $21,730 |
| UBS 16751 | P | $55,805 | $38,899 | $16,906 | $16,906 |
| UBS 16752 | P | $239,427 | $250,963 | -$11,536 | -$11,536 |
| UBS 16752 | P | $2,483 | $2,483 | $2,483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,015 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $17,476 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $720 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $720 | SubtotalAmt |
| Tax Based On Investment Income | $720 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,885 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,885 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,165 | OverpaymentAmt |
| Applied To ES Tax | $1,165 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARK I ETTINGER | IndividualWithBooksNm |
| Phone | 7182531480 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| MARK I ETTINGER | ||||||||
| 3001 AVENUE M | BROOKLYN | NY | 11210 | VICE PRESIDE | 000.00 | $0 | $0 | $0 |
| NORA ETTINGER | ||||||||
| 1127 EAST 26TH STREET | BROOKLYN | NY | 11210 | DIRECTOR | 000.00 | $52,000 | $0 | $0 |
| NOAH SMITH | ||||||||
| 1350 EAST 28TH STREET | BROOKLYN | NY | 11210 | DIRECTOR | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,864,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $53,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,917,574 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,917,574 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,843,810 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $242,191 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $242,191 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $720 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $720 | TotalTaxAmt |
| Distributable Before Adj | $241,471 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $241,471 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $241,471 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,588 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $305,588 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $241,471 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $14,994 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $10,285 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $206,767 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $123,218 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $355,264 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,588 | QualifyingDistributionsAmt |
| Applied To Current Year | $241,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,117 | RemainingDistriFromCorpusAmt |
| Total Corpus | $419,381 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $14,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $404,387 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,285 | ExcessFromYear3Amt |
| Excess From Year2 | $206,767 | ExcessFromYear2Amt |
| Excess From Year1 | $123,218 | ExcessFromYear1Amt |
| Excess From Current Year | $64,117 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CZAP FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 AVENUE M | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7186921212 | RecipientPhoneNum |
| Recipient Email Address | WWW.CZAPFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION AND INSTRUCTIONS AVAILABLE ON WEBSITE WWW.CZAPFOUNDATION.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANTS ARE APPROVED ON A QUARTERLY BASIS. | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BNEI TORAH | |||||||
| 1323 EAST 32ND STREET | BROOKLYN | NY | 11210 | NONE | EXEMPT | CHARITABLE | $25,000 |
| KOLLEL BNEI HAYESHIVOS | |||||||
| 2402 AVE P | BROOKLYN | NY | 11229 | NONE | EXEMPT | CHARITABLE | $20,000 |
| MIAMI JEWISH HEALTH | |||||||
| 5200 NE 2ND AVENUE | MIAMI | FL | 33137 | NONE | EXEMPT | MEDICAL RESEARCH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,228 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $121,207 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $5,771 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $36,015 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHARLES SCHWAP PARTNERSHIP | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $170,221 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $170,221 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $30,000 | Amt |
| Disbursements Charitable Prps | $30,000 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt |
|---|---|---|---|---|---|
| COMPUTER EQUIPMENT | 2019-07-01 | $20,155 | $20,155 | 200DB | 5.0000 |
| FURNITURE & EQUIPMENT | 2020-07-01 | $29,294 | $29,294 | 200DB | 5.0000 |
| COMPUTER EQUIPMENT | 2021-07-01 | $4,517 | $4,517 | 200DB | 5.0000 |
| OFFICE EQUIPMENT | 2021-07-01 | $19,205 | $19,205 | 200DB | 5.0000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS | FMV | $2,129,724 | $2,129,724 |
| CHARLES SCHWAB | FMV | $2,994,966 | $2,994,966 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $73,171 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $73,171 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PAYROLL SERVICE FEES | $2,178 | $2,178 | |
| TELECOMMUNICATIONS | $5,682 | $5,682 | |
| BOOKS & RESEARCH | $2,010 | $2,010 | |
| INVESTMENT EXPENSES UBS 16747 | $2,759 | $2,759 | |
| INVESTMENT EXPENSES UBS 16749 | $4,503 | $4,503 | |
| INVESTMENT EXPENSES UBS 16751 | $5,039 | $5,039 | |
| INVESTMENT EXPENSES UBS 16752 | $10,916 | $10,916 | |
| INVESTMENT EXPENSES SCHWAB | $27,943 | $27,943 | |
| SUPPLIES | $9,344 | $9,344 | |
| INSURANCE | $205 | $205 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS 16752 | Desc |
| Revenue And Expenses Per Books | $5,771 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,771 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAINS SCWAB | $510,297 |
| UNREALIZED GAINS UBS | $267,591 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT | CategoryTxt |
| Amt | $66,822 | Amt |
| Net Investment Income | $66,827 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | |
| IRS | $347 | |
| FOREIGN TAX UBS | $47 | $47 |
| FOREIGN TAX UBS | $62 | $62 |
| FOREIGN TAX UBS | $65 | $65 |
| FOREIGN TAX UBS | $267 | $267 |
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