ABC CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ABC CHARITABLE FOUNDATION (EIN 13-4092579)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202533179349103228
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T15:13:29-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISAAC GOLDSTEIN | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2918 AVE L | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | 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 | 134092579 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABC CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O CHAVA BISTRITZKY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ABCC | BusinessNameControlTxt |
| Phone | 2128646501 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVE 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHAVA BISTRITZKY | PersonNm |
| Person Title | PRES | PersonTitleTxt |
| Phone | 2128646501 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISAAC GOLDSTEIN | PreparerPersonNm |
| PTIN | P00142502 | PTIN |
| Phone | 7183383882 | PhoneNum |
| Preparation | 2025-11-10 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $1,350,577 | 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 | $50,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,715 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,715 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,685 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,854 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,685 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $116,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $66,403 | 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 | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,327 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,327 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,818 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,724 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,724 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,542 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,724 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $83,861 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $51,326 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $117,226 | CashBOYAmt |
| Cash EOY | $145,469 | CashEOYAmt |
| Cash EOYFMV | $145,469 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $19,980 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,490 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $655,481 | CorporateStockBOYAmt |
| Corporate Stock EOY | $686,679 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $858,510 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $305,796 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $332,580 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $289,959 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $33,038 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $41,149 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,131,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,215,382 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,350,577 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $1,131,521 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,215,382 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,131,521 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,382 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,131,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,215,382 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,131,521 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $83,861 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,215,382 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,215,382 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 29.776SH INVESCO DISCOVERY | P | 2021-01-04 | 2024-02-16 | $930 | $986 | -$56 | -$56 |
| 35.999SH AB DISCOVERY VALUE FUND | P | 2021-01-04 | 2024-02-16 | $766 | $729 | $37 | $37 |
| 54.622 FUND ADVANTAGE TR | P | 2021-01-04 | 2024-02-16 | $2,466 | $2,332 | $134 | $134 |
| 27.768SH HARTFORD MUT FDS INC | P | 2021-01-04 | 2024-02-16 | $785 | $911 | -$126 | -$126 |
| 56.649SH WCM FOCUSED INTERNATIONAL | P | 2021-01-04 | 2024-02-16 | $1,393 | $1,370 | $23 | $23 |
| 52.479 WCM FOCUSED GLOBAL GRO | P | 2021-01-04 | 2024-02-16 | $1,248 | $1,236 | $12 | $12 |
| 7.074SH JP MORGAN TRI MID CAP EQ | P | 2021-01-04 | 2024-02-16 | $425 | $387 | $38 | $38 |
| 31.407SH JANUS INVT FD | P | 2021-01-04 | 2024-02-16 | $2,315 | $2,188 | $127 | $127 |
| 52.611SH JOHN HANCOCK | P | 2021-01-04 | 2024-02-16 | $1,206 | $1,107 | $99 | $99 |
| 62.247 SH JP MORGAN TRI | P | 2021-01-04 | 2024-02-16 | $4,367 | $3,756 | $611 | $611 |
| 38.656SH MASSACHUSETTS INVS TR | P | 2021-01-04 | 2024-02-16 | $1,328 | $1,322 | $6 | $6 |
| 4.546SH NEUBERGER BERMAN | P | 2021-01-04 | 2024-02-16 | $279 | $302 | -$23 | -$23 |
| 17.378 IMPAX GLOBAL | P | 2023-01-20 | 2024-02-16 | $398 | $360 | $38 | $38 |
| 17.153 ROWE T PRICE BLUE CHIP | P | 2021-01-04 | 2024-02-16 | $2,821 | $2,601 | $220 | $220 |
| 20SH SELECT SECTOR | P | 2021-01-04 | 2024-02-16 | $792 | $580 | $212 | $212 |
| 4.235SH ALLSPRING SPECIAL MID CAP | P | 2021-01-04 | 2024-02-16 | $200 | $186 | $14 | $14 |
| 5SH SELECT SECTOR SPDR TR | P | 2021-01-04 | 2024-02-16 | $725 | $561 | $164 | $164 |
| 2SH SELECT SECTOR SPDR TR | P | 2021-01-04 | 2024-02-16 | $410 | $255 | $155 | $155 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,685 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $28 | EsPenaltyAmt |
| Tax Due | $741 | 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 | CHAVA BISTRITZKY | IndividualWithBooksNm |
| Phone | 2128646501 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVENUE 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| CHAVA BISTRITZKY | ||||||||
| 845 WEST END AVE | NEW YORK | NY | 10025 | PRES | 0.00 | $0 | $0 | $0 |
| ISSACHAR BISTRITZKY | ||||||||
| 4815-15TH AVE | BROOKLYN | NY | 11219 | VP | 0.00 | $0 | $0 | $0 |
| ISAAC BISTRITZKY | ||||||||
| 1574-48TH STREET | BROOKLYN | NY | 11219 | SEC | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ORGANIZATION ENGAGED IN RELIGIOUS, EDUCATIONAL AND OTHER CHARITABLE PURPOSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $149,000 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $149,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $149,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,235 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $146,765 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,338 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,338 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $713 | TotalTaxAmt |
| Distributable Before Adj | $6,625 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,625 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,625 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,724 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,724 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,625 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $31,937 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,267 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $862 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,588 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $103,047 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,724 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,625 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,099 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $112,146 | 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 | $31,937 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,209 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,267 | ExcessFromYear4Amt |
| Excess From Year3 | $862 | ExcessFromYear3Amt |
| Excess From Year2 | $25,588 | ExcessFromYear2Amt |
| Excess From Year1 | $15,393 | ExcessFromYear1Amt |
| Excess From Current Year | $9,099 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CHAVA BISTRITZKY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHAVA BISTRIZKY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVE APT 4D | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2128646501 | RecipientPhoneNum |
| Form And Info And Materials | LETTER STATING PURPOSE OF SOLICITATION & ANY APPLICABLE BROCHURES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AARP FOUNDATION | ||||||
| 601 E ST NW | WASHINGTON | DC | 20004 | PUBLIC CHARITY | SOCIAL SERVICE | $16 |
| AGUDATH ISRAEL OF AMERICA | ||||||
| 42 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $100 |
| AISH HATORAH | ||||||
| 11418 OLD GEORGETOWN RD | ROCKVILLE | MD | 20852 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $36 |
| ARACHIM AMERICA INC | ||||||
| 5014 16TH AVE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | RELIGIOUS | $50 |
| BAMBI | ||||||
| 1728 53RD ST | BROOKLYN | NY | 11204 | PUBLIC CHARITY | SOCIAL SERVICE | $100 |
| BIKUR CHOLIM OF MANHATTAN | ||||||
| 320 RIVERSIDE DRIVE | NEW YORK | NY | 10025 | PUBLIC CHARITY | SOCIAL SERVICE | $1,000 |
| BNOS YISROEL OF BALTIMORE | ||||||
| 6300 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $100 |
| CHAI LIFELINE | ||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | PUBLIC CHARITY | RELIGIOUS & SOCIAL | $36 |
| BAIS MEDRASH OF LAKEWOOD COMMONS | ||||||
| 44 COLES WAY | LAKEWOOD | NJ | 08701 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $250 |
| CHAVERIM ISRAEL FAMILY SERVICES | ||||||
| 1360 CLIFTON AVE 370 | CLIFTON | NJ | 07012 | PUBLIC CHARITY | SOCIAL SERVICES | $2,500 |
| CHESED 247 | ||||||
| 286 NORTH MAIN ST STE 210 | SPRING VALLEY | NY | 10977 | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| CONG MINCHAS CHINUCH OF THE WEST SIDE | ||||||
| 321 W 100TH ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | SOCIAL SERVICE | $950 |
| CONG OHAB ZEDEK | ||||||
| 118 W 95TH ST | NEW YORK | NY | 10025 | PUBLIC CHARITY | SOCIAL SERVICE | $950 |
| ECHO NATIONAL INSTITUTE FOR HEALTH | ||||||
| 295 W RTE 59 | SPRING VALLEY | NY | 10977 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $72 |
| EZRAS TORAH | ||||||
| 1540 ROUTE 202 | PAMONA | NY | 10002 | PUBLIC CHARITY | SOCIAL SERVICE | $122 |
| FRIENDS OF YAD SARAH | ||||||
| 445 PARK AVE 1702 | NEW YORK | NY | 10022 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $100 |
| JEWISH INTUITION INC | ||||||
| 5014 16TH AVE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | SOCIAL SERVICES | $200 |
| JEWISH RENAISSANCE CENTER | ||||||
| 441 WEST END AVENUE | NEW YORK | NY | 10024 | PUBLIC CHARITY | SOCIAL SERVICES | $350 |
| JILL FOUNDATION TRUST | ||||||
| 1836 EAST 15TH ST | BROOKLYN | NY | 11229 | PUBLIC CHARITY | RELIGIOUS | $150 |
| KIMPATORIN AID INC | ||||||
| 1324 50TH STREET | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICE | $36 |
| KOLEL RACHMISTRIVKA MONSEY | ||||||
| 6 HORIZON CT UNIT 202 | MONSEY | NY | 10952 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $360 |
| KUPAS EZRA SHOMREI CHESED | ||||||
| 240 52ND STREEET | BROOKLYN | NY | 11220 | PUBLIC CHARITY | SOCIAL SERVICE | $72 |
| KUPAS MAOS ERETZ YISROEL MEIR BAAL HANES RIZHIN BOYAN INC | ||||||
| 1045 45TH ST | BROOKLYN | NY | 11219 | PUBLIC CHARITY | RELIGIOUS | $36 |
| MESILAS BAIS YAAKOV | ||||||
| 420 19TH ST | BROOKLYN | NY | 11215 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $1,000 |
| MIKVAH USA | ||||||
| 1451 52ND ST A1 | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICES | $2,400 |
| MISASKIM | ||||||
| 5805 16TH AVENUE | BROOKLYN | NY | 11204 | PUBLIC CHARITY | SOCIAL SERVICE | $100 |
| N'SHEI AHAVAS CHESED | ||||||
| 1549 46TH ST | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICE | $200 |
| ORTHODOX UNION | ||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $72 |
| PTACH | ||||||
| 1689 E 5TH ST | BROOKLYN | NY | 11230 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $36 |
| RABBI MEIR BAAL HANESS CHARITIES KOLLEL AHAVAS YISROEL VYERUSHALAIM | ||||||
| PO BOX 191188 | BROOKLYN | NY | 11219 | PUBLIC CHARITY | SOCIAL SERVICES | $86 |
| SHALOM TORAH CENTERS | ||||||
| 70 AMBOY RD | MORGANVILLE | NJ | 07751 | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| TIKVAH FUND | ||||||
| 165 E 56TH ST 4TH FLOOR | NEW YORK | NY | 10022 | PUBLIC CHARITY | RELIGIOUS | $100 |
| TOMCHEI SHABOS OF ROCKLAND | ||||||
| 78 COLLEGE RD | SPRING VALLEY | NY | 10952 | PUBLIC CHARITY | SOCIAL SERVICE | $2,500 |
| TORAH IN MOTION USA INC | ||||||
| 46 GLENWOOD DR E | BERGENFIELD | NJ | 07621 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $360 |
| UNITED HATZALAH | ||||||
| 244 MADISON AVE | NEW YORK | NY | 10016 | PUBLIC CHARITY | SOCIAL SERVICES | $100 |
| WEST SIDE HATZOLOH | ||||||
| 131 W 86TH STREET | NEW YORK | NY | 10024 | PUBLIC CHARITY | SOCIAL SERVICE | $180 |
| YACHAD | ||||||
| 1328 PRESIDENT STREET | BROOKLYN | NY | 11213 | PUBLIC CHARITY | SOCIAL SERVICES | $180 |
| YAD GUTTA | ||||||
| 6506 N CALIFORNIA AVE | CHICAGO | IL | 60645 | PUBLIC CHARITY | SOCIAL SERVICE | $250 |
| YAD L'ACHIM | ||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $52 |
| YESHIVA SRH | ||||||
| 100 BENNETT AVENUE | NEW YORK | NY | 10033 | PUBLIC CHARITY | SOCIAL SERVICE | $72 |
| YESHIVA VIZNITZ | ||||||
| 1824 53RD STREET | BROOKLYN | NY | 11204 | PUBLIC CHARITY | RELIGIOUS & EDUCATIONAL | $50 |
| YIBONEH | ||||||
| 630 THIRD AVE SUITE 1501 | NEW YORK | NY | 10017 | PUBLIC CHARITY | RELIGIOUS | $100 |
| ZAKA SEARCH & RESCUE INC | ||||||
| 1405 N BROAD ST 210 | HILLSIDE | NJ | 07205 | PUBLIC CHARITY | SOCIAL SERVICE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,724 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $3 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $64,715 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,685 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $66,403 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,403 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS ON SECURITIES USED TO FURTHER CHARITABLE ACTIVITIES |
| 8 | CAPITAL GAINS ON SECURITY SALES USED TO FURTHER CHARITABLE ACTIVITIES |
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 | CHAVA BISTRITSKY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 845 WEST END AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $50,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,000 | Amt |
| Net Investment Income | $3,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (7 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CALVERT FD INCOME FD CL I | $93,500 | $80,418 |
| FEDERATED HRMS INSTL | $22,301 | $20,318 |
| JPMORGAN TR I | $33,141 | $30,575 |
| JPMORGAN TR II | $66,469 | $59,432 |
| PIMCO TOTAL RETURN FUND | $45,919 | $39,471 |
| ROWE T PRICE INTL FDS INC | $24,291 | $20,463 |
| VANGUARD INFLATION | $46,959 | $39,282 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP | $29,205 | $67,243 |
| APPLE INC | $14,128 | $70,683 |
| ALTABA INC | $2,781 | $2,781 |
| MICROSOFT CORP | $8,519 | $23,543 |
| AB DISCOVERY VALUE FUND | $15,483 | $15,466 |
| FUNDVANTAGE TR | $56,492 | $61,659 |
| HARTFORD MUT FDS INC | $14,443 | $12,067 |
| INVESCO DISCOVERY MID CAP | $13,124 | $13,599 |
| JANUS INVT FD | $28,790 | $27,945 |
| JOHN HANCOCK FDS III | $80,314 | $85,195 |
| JP MORGAN TR I | $49,580 | $68,469 |
| JP MORGAN TR I | $11,415 | $13,156 |
| MASSACHUSETTS INVS TR | $87,610 | $87,010 |
| NEUBERGER BERMAN EQUITY | $15,709 | $15,438 |
| NUVEEN INVT TR V | $22,436 | $20,662 |
| ROWE T PRICE BLUE CHIP | $58,282 | $70,416 |
| ROWE T PRICE INTL FDS INC | $13,581 | $10,406 |
| SELECT SECTOR SPDR TRUST | $60,434 | $86,384 |
| VANECK ETF TRUST | $11,064 | $12,072 |
| WCM FOCUSED INTERNATIONAL | $31,530 | $28,465 |
| ALLSPRING SPECIAL MID CAP | $12,056 | $13,037 |
| IMPAX GLOBAL | $18,164 | $19,893 |
| FIRST TR SER FD | $19,968 | $22,963 |
| MACQUARIE EMERGING | $11,571 | $9,958 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKROCK EVENT DRIVEN | AT COST | $19,267 | $19,357 |
| JPMORGAN TR I | AT COST | $15,897 | $21,792 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ANNUAL FILING FEES | $250 | $250 | $0 |
| MGMT ADVISORY FEES | $10,783 | $10,783 | $0 |
| OFFICE EXPENSE | $294 | $294 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY | CategoryTxt |
| Amt | $491 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |