JOSEPH AND RENEE BIJOU FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND RENEE BIJOU FAMILY FOUNDATION (EIN 22-2861787)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-27
- IRS object ID
- 201840869349100219
- Schema version
- 2016v3.0
- 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
- Expenditure Responsibility Stmt
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T22:12:48-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 BECKER FARM ROAD | AddressLine1Txt |
| City | ROSELAND | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222861787 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH & RENEE BIJOU FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 7322488200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ETHEL ROAD No 205A | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08818 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joseph bijou | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7322488200 | PhoneNum |
| Signature | 2018-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS LANNING | PreparerPersonNm |
| PTIN | P00851654 | PTIN |
| Phone | 9732283500 | PhoneNum |
| Preparation | 2018-01-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.3.217.20 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-20 | IPDt |
| IP Tm | 09:13:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 254462B53A974D6D34399EC65428912604C99F45 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,788,029 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $48,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,009,453 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,377,362 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $784,041 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,504 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,059,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $812,093 | 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 |
| Interest Rev And Expnss | $29,745 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $17,193 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,386 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,648 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,510 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25,676 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,641 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $462,774 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $462,774 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $537,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,774 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $522,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $766,576 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $129,386 | CashBOYAmt |
| Cash EOY | $19,420 | CashEOYAmt |
| Cash EOYFMV | $19,420 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,664,079 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,986,273 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,986,273 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $3,752,013 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,998,129 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,984,152 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $509,064 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $748,184 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $748,184 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,054,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,802,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,788,029 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $1,858,484 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $3,083,902 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $7,770 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $7,770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,866,254 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,091,672 | 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 | $4,188,288 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,710,334 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,188,288 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,334 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,054,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,802,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,188,288 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $522,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,710,334 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,710,334 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| CGH 107306 | $2,390,593 | $2,081,831 | $308,762 | $308,762 | |||
| CGH 107305 | $2,198,061 | $1,766,231 | $431,830 | $431,830 | |||
| Gain from Magalan | $43,449 | $43,449 | $43,449 | P | 2015-01-01 | 2016-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $784,041 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,332 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,332 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,332 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,377 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,377 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $148 | EsPenaltyAmt |
| Tax Due | $7,103 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH BIJOU | IndividualWithBooksNm |
| Phone | 7322488200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 ETHEL ROAD SUITE 205A | AddressLine1Txt |
| City | EDISON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08818 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH BIJOU | ||||||||
| 19955 NORTHEAST 38TH COURT | AVENTURA | FL | 33180 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RENEE BIJOU | ||||||||
| 19955 NORTHEAST 38TH COURT | AVENTURA | FL | 33180 | vp | 0.50 | $0 | $0 | $0 |
| MURRAY DWECK | ||||||||
| 2 ETHEL ROAD | EDISON | NJ | 08818 | vp | 0.50 | $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 | $7,356,171 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,542,288 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $748,184 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,646,643 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $2,191,809 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,454,834 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $111,823 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,343,011 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $367,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $367,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,332 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $34,896 | IncomeTaxAmt |
| Total Tax | $50,228 | TotalTaxAmt |
| Distributable Before Adj | $316,923 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $316,923 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $316,923 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,774 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $462,774 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $462,774 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $316,923 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $383,544 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $9,125 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,774 | QualifyingDistributionsAmt |
| Applied To Year1 | $383,544 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $70,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,125 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $9,125 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $9,125 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $9,125 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $246,818 | 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 (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Ahava Vchesed | ||||||||||
| 1721 61st St | brooklyn | NY | 11204 | PC | unrestricted | $360 | ||||
| ahi ezer | ||||||||||
| 1885 Ocean Pkwy | Brooklyn | NY | 11223 | PC | unrestricted | $3,366 | ||||
| aish hatorah | ||||||||||
| 313 W 83rd St | New York | NY | 10024 | PC | unrestricted | $5,200 | ||||
| American Friends of Tiferet Bonim | ||||||||||
| 2077 E 61st St | Brooklyn | NY | 11234 | PC | unrestricted | $250 | ||||
| American Friends of Yirgun YRA | ||||||||||
| 320 FIFTH AVENUE 3RD FL | New York | NY | 10001 | PC | unrestricted | $56,000 | ||||
| Bais Chaya Esther | ||||||||||
| 1305 AVENUE R | BROOKLYN | NY | 11229 | PC | unrestricted | $180 | ||||
| Beit Yaacov inc | ||||||||||
| 19275 MYSTIC POINT DRIVE | aventura | FL | 33180 | PC | unrestricted | $1,000 | ||||
| beth jacob congregation | ||||||||||
| PO BOX 3366 | margate | NJ | 08402 | pc | unrestricted | $400 | ||||
| Chabad Lubavitch Hospital | ||||||||||
| 535 W 246th St | riverdale | NY | 10471 | PC | unrestricted | $180 | ||||
| Chizuk Hatorah Inc | ||||||||||
| 1044 E 13TH ST | Brooklyn | NY | 11230 | PC | unrestricted | $200 | ||||
| Congregation Torat | ||||||||||
| 301 MONMOUTH RD | OAKHURST | NJ | 07755 | PC | unrestricted | $546 | ||||
| Jewish Communal Fund | ||||||||||
| 575 Madison Avenue Ste 703 | new york | NY | 10022 | PC | unrestricted | $267,000 | ||||
| Khal Bnei Torah | ||||||||||
| 19 CORNELIUS ST | lakewood | NJ | 08071 | PC | unrestricted | $1,000 | ||||
| KOL Yaakov | ||||||||||
| 29 W Maple Ave | monsey | NY | 10952 | PC | unrestricted | $500 | ||||
| Mishkan Yaakov | ||||||||||
| 2 Ethel Road suite 205A | edison | NJ | 08818 | PC | unrestricted | $1,800 | ||||
| Navat Yisrael | ||||||||||
| 2 ETHEL RD STE 205A | EDISON | NJ | 08818 | PC | unrestricted | $10,000 | ||||
| Rabbi David Semah | ||||||||||
| 15 W 16th St | new York | NY | 10011 | PC | unrestricted | $3,600 | ||||
| Rabbi Eitan Yungermann | ||||||||||
| PC | unrestricted | $202 | 1 ave a | haifa | haifa | IS | ||||
| Rabbi Yehouda Ben Betera Congregation | ||||||||||
| 2296 CONEY ISLAND AVE | Brooklyn | NY | 11223 | PC | unrestricted | $1,380 | ||||
| sephardic community center | ||||||||||
| 1901 Ocean Pkwy | Brooklyn | NY | 11223 | PC | unrestricted | $1,500 | ||||
| Sephardic Study Center | ||||||||||
| 1299 MAIN STREET | RAHWAY | NJ | 07065 | PC | unrestricted | $5,000 | ||||
| The New Seminary | ||||||||||
| 18 GERDES AVE | VERONA | NJ | 07044 | PC | unrestricted | $360 | ||||
| yeshiva of flatbush | ||||||||||
| 1649 East 13th St | Brooklyn | NY | 11229 | PC | unrestricted | $102,000 | ||||
| Zion Cohen Congregation | ||||||||||
| PC | unrestricted | $750 | 1 ave a | jerusalem | jerusalem | IS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $462,774 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $20,452 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $225,412 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $784,041 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Though MGC LLC | Desc |
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $1,504 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $247,368 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $812,093 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,059,461 | 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 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Rabbi Eitan Yungermann | ||||||||||
| 1 ave a | haifa | haifa | IS | 2016-09-12 | $202 | unrestricted | $202 | none | 6/30/17 | ORGANIZATION HAS NO REASON TO BELIEVE THE ORGANIZATION WILL NOT USE THE funds for charitable purpose |
| Zion Cohen Congregation | ||||||||||
| 1 ave a | jerusalem | jerusalem | IS | 2017-04-03 | $750 | unrestricted | $750 | none | 6/30/17 | ORGANIZATION HAS NO REASON TO BELIEVE THE ORGANIZATION WILL NOT USE THE funds for charitable purpose |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The CRI Act was amended to permit charitable organizations receiving annual gross contributions of $10,000 or less to choose whether or not they wish to maintain a registration with the N.J. Charities Registration Section, but no longer requires them to do so. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | CGH 107306 - Acq Indebtedness | AssetDesc |
| How Acquired | Purchased | HowAcquiredTxt |
| Gross Sales Price | $1,745,259 | GrossSalesPriceAmt |
| Basis | $1,519,847 | BasisAmt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | $225,412 | TotalNetAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | form 990 Pf, part vii-b, line 1a(2): | FormAndLineReferenceDesc |
| Medium Explanation | A Substantial contributor has given a non-interest bearing loan of $7,770 to the foundation. This meets the definition of self-dealing and as such box 1A(2) of Part VII-B has been checked yes. However, because the loan is without interest, it meets the exception for form 4720 and therefore, form 4720 has not been prepared. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GILDER, GAGNON, HOWE & CO | StockNm |
| EOY Book Value | $4,998,129 | EOYBookValueAmt |
| EOYFMV | $8,984,152 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS - REAL ESTATE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $748,184 | BookValueAmt |
| EOYFMV | $748,184 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| dividend expense | $32,783 | $18,949 | $0 |
| BANK CHAGES | $6,727 | $6,727 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Though MGC LLC | Desc |
| Revenue And Expenses Per Books | $1,504 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,504 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | loan payable to officers | Desc |
| BOY Book Value | $7,770 | BOYBookValueAmt |
| EOY Book Value | $7,770 | EOYBookValueAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Yeshivat Sheerith Yosef | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | none | InsiderRelationshipTxt |
| Loan Original | $50,000 | LoanOriginalAmt |
| Balance Due | $50,000 | BalanceDueAmt |
| Note | 2017-04 | NoteDt |
| Loan Maturity | 2017-05 | LoanMaturityDt |
| Repayment Terms | at maturity | RepaymentTermsTxt |
| Interest | 0.000000000000 | InterestRt |
| Security Provided Borrower | none | SecurityProvidedBorrowerTxt |
| Loan Purpose | charitable | LoanPurposeTxt |
| Lender Consideration | none | LenderConsiderationDesc |
| Consideration FMV | $0 | ConsiderationFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $2,648 | $2,648 | $0 |
| FEDERAL TAX PAYMENTS | $2,738 | $0 | $0 |
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