OHEL HARAV YEHOSHUA BORUCH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- OHEL HARAV YEHOSHUA BORUCH FOUNDATION (EIN 11-3201774)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349104231
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T16:43:11-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200530358 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YEHUDA WEINSTEIN CPA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 ELM AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113201774 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHEL HARAV YEHOSHUA BORUCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHEL | BusinessNameControlTxt |
| Phone | 9173636980 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1315 ELM AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN LANDA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9173636980 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YEHUDA WEINSTEIN | PreparerPersonNm |
| PTIN | P00096118 | PTIN |
| Phone | 9173743023 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.184.74.221 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 18:18:56 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0DEC61364EB5BC3570D663D5D2FACDABE6C3A17B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4A46E2194056C696FFBC96139CD3AF32AA022C8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,616,474 | 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 | $1,809,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $71 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $71 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $712,967 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $712,967 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $106,174 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,325,066 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,748 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $256,154 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $256,154 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,884,366 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,080,940 | 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 |
| Legal Fees Rev And Expnss | $26,074 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,074 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $22,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $2 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $52,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,356 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,069 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,749 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $23,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,653,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,653,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,751,069 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,749 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,676,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,133,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,050,191 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,537,847 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,144,635 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,140,635 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $254,000 | AcctRcvblAmt |
| Acct Rcvbl EOY | $254,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $254,000 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $311,759 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $308,520 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $321,240 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,237,608 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,281,714 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,896,407 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $7,460,932 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,079,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,914,833 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,744,277 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,988,177 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,089,359 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,292,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,056,779 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,616,474 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,292,423 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,056,779 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,292,423 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,056,779 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,292,423 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,133,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $21,425,720 | SubtotalAmt |
| Other Decreases | $368,941 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,056,779 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $9,325,066 | $9,218,892 | $106,174 | $106,174 |
| CAPITAL GAIN DISTRUBUTIONS | P | $5,574 | $5,574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,748 | 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 | $21,004 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,004 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,004 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $44 | EsPenaltyAmt |
| Tax Due | $9,048 | 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 | Yes (1) | 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 | BENJAMIN LANDA | IndividualWithBooksNm |
| Phone | 9173636980 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 182 BRIARWOOD XING | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 (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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN LANDA | |||||||||
| 182 BRIARWOOD XING | LAWRENCE | NY | 11559 | PRESIDENT | 5.00 | $0 | $0 | $0 | |
| ESTHER FARKOVITS | |||||||||
| C/O BENJAMIN LANDA 182 BRIARWOOD | LAWRENCE | NY | 11559 | VICE PRESIDENT - TREASURER | 2.00 | $0 | $0 | $0 | |
| DENA HERSH | |||||||||
| C/O BENJAMIN LANDA 182 BRIARWOOD | LAWRENCE | NY | 11559 | SECRETARY | 2.00 | $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 | $10,295,378 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,466,241 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,640,566 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $16,402,185 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $16,402,185 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $246,033 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,156,152 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $807,808 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $807,808 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,004 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,004 | TotalTaxAmt |
| Distributable Before Adj | $786,804 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $786,804 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $786,804 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,676,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,676,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,676,300 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $786,804 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $633,469 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,676,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $633,469 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $786,804 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $256,027 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $256,027 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $256,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $256,027 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BENJAMIN LANDA | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION ZICHRON SHLOMO | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CHESED LYISROEL | |||||||
| 1450 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $1,800 |
| ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE 15TH FL | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CONGREGATION ZERA KODESH DSHENDISHOV | |||||||
| 1450 EAST 4TH STREET | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $1,000 |
| GIRLS TOWN OHR CHODOSH | |||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CONGREGATION ICHUD CHASSIDIM | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| YOUNG ISRAEL OF RIVERDALE | |||||||
| 4502 HENRY HUDSON PARKWAY | RIVERDALE | NY | 10471 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| KOLLEL ZICHRON YOSEF | |||||||
| 625 BEDFORD AVENUE | BROOKLYN | NY | 11201 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| US FRIENDS OF YAD EZRAH | |||||||
| 12 NORTH AIRMONT RD | SUFFERN | NY | 10901 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| BINYAN TORAH | |||||||
| 65 DYKSTRAS WAY EAST | MONSEY | NY | 10952 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| CONGREGATION ZICHRON SHLOMO | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CHASDEI KEREN LDOVID | |||||||
| 199 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| CHESED INC | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| YESHIVA CHOFETZ CHAIM | |||||||
| 82 HIGHVIEW RD | SUFFERN | NY | 10901 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| YESHIVA AVIR YAKOV | |||||||
| 766 N MAIN STREET | NEW SQUARE | NY | 10977 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| KOLLEL ZICHRON MENACHEM | |||||||
| 10 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | PC | CHARITABLE PURPOSE | $26,000 |
| MOSDOS PUPA MONSEY | |||||||
| 15 WIDMAN CT | SPRING VALLEY | NY | 10977 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| MALBISHEI CHOVOD | |||||||
| 1274 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| ZCW FOUNDATION | |||||||
| 1680 55TH STREET | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $150,000 |
| CONG YTEV LEV | |||||||
| 150 RODNEY STREET | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $18,000 |
| TOMCHE SHABBOS OF ROCKLAND COUNTY | |||||||
| PO BOX 847 | MONSEY | NY | 10952 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| KMH INL ABRAHAM & SARA FOUNDATION | |||||||
| 3200 BAYCHESTER AVE | BRONX | NY | 10475 | NONE | PC | CHARITABLE PURPOSE | $36,000 |
| BNOS YAKOV | |||||||
| 62 HARRISON AVENUE | BROOKLYN | NY | 11211 | NONE | PC | CHARTIABLE PURPOSE | $50,000 |
| NBC CHARITABLE FOUNDATION INC | |||||||
| 4903 17TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $36,000 |
| KEHAL ICHUD CHASSIDIM | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| YESHIVA KEHILATH YAKOV PUPA | |||||||
| 638 BEDFORD AVENUE | BROOKLYN | NY | 11249 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| KHAL ICHUD CHASSIDIM | |||||||
| 1362 49TH STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| CONGREGATION MERKAZ HABRACHA | |||||||
| 1013 AVENUE AVENUE M | BROOKLYN | NY | 11230 | NONE | PC | CHARITABLE PURPOSE | $3,600 |
| CHESED INC | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $36,000 |
| CONG BOBOV WILLIAMSBURG | |||||||
| 92 PENN STREET | BROOKLYN | NY | 11249 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| CONGREGATION ZICHRON SHLOMO | |||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| CONGREGATION YL SOUTH EIGHTH | |||||||
| 109 S 8TH STREET | BROOKLYN | NY | 11249 | NONE | PC | CHARITABLE PURPOSE | $100,000 |
| FRIENDS OF ZO ARTZEINU | |||||||
| PO BOX 241 | CEDARHIRST | NY | 11516 | NONE | PC | CHARITABLE PURPOSE | $72,000 |
| PARK TERRACE CHARITABLE FOUNDATION | |||||||
| 2 SIENNA WAY | LAKEWOOD | NJ | 08701 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| SHOE DISCOUNT CORP | |||||||
| 398 WALLABOUT STREET | BROOKLYN | NY | 11206 | NONE | PC | CHARITABLE PURPOSE | $3,600 |
| YESHIVA KEHILATH YAKOV PUPA | |||||||
| 638 BEDFORD AVENUE | BROOKLYN | NY | 11249 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| PUPA YESHIVA | |||||||
| 206 WILSON STREET | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| KOLLEL ZICHRON YOSEF | |||||||
| 625 BEDFORD AVENUE | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| MOSDOS BNEI ZION | |||||||
| 1315 43RD STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $50,000 |
| YESHIVA DARCHEI TORAH | |||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CONG DOS IDISHIE LICHT | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PC | CHARITABLE PURPOSE | $25,000 |
| CHAYIM VCHESSED INC | |||||||
| 169 HEWES STREET | BROOKLYN | NY | 11211 | NONE | PC | CHARITABLE PURPOSE | $10,000 |
| FJCIS | |||||||
| 445 PARK AVENUE 9TH FL | NEW YORK | NY | 10022 | NONE | PC | CHARITABLE PURPOSE | $3,000 |
| BOBOVER YESHIVA | |||||||
| 1315 43RD STREET | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE PURPOSE | $36,000 |
| CONGREGATION IKT | |||||||
| 30 KIRYAS RADIN DRIVE | SPRING VALLEY | NY | 10977 | NONE | PC | CHARITABLE PURPOSE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,653,000 | 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 | $71 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $712,967 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $256,154 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,174 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,075,366 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,075,366 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| BENJAMIN LANDA | ||||||
| 1 | 182 BRIARWOOD XING | LAWRENCE | NY | 11559 | $1,500,000 | Yes (X) |
| MAYER FISCHL | ||||||
| 2 | 2 SIENNA WAY | LAKEWOOD | NJ | 08701 | $269,000 | Yes (X) |
| DEENA HERSH | ||||||
| 3 | 577 GREEN PLACE | WOODMERE | NY | 11598 | $20,000 | Yes (X) |
| SHEYA LANDA | ||||||
| 4 | 1337 EAST 7TH STREET | BROOKLY | NY | 11230 | $20,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $6,079,733 | EOYBookValueAmt |
| EOYFMV | $5,914,833 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $2,257,611 | $1,916,570 |
| MUTUAL FUNDS | $2,024,103 | $1,979,837 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $308,520 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $321,240 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | AT COST | $8,988,177 | $8,089,359 |
| LOAN RECEIVABLE | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $26,074 | LegalFeesAmt |
| Net Investment Income | $4,074 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST TO BOOK VALUE FROM FMV USED IN PRIOR YEARS | Desc |
| Amt | $368,941 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $48,913 | $4,893 | $0 |
| LIFE INSURANCE PREMIUMS | $3,463 | $3,463 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ARES MANAGEMNT LP | $91 | $91 | $91 |
| KKR FINANCIAL PORTFIOLO INCOME | $92 | $92 | $92 |
| KKR FINANCIAL OTHER BUSINESS INCOME | $17 | $17 | $17 |
| KKR FINANCIAL RENTAL INCOME | $4 | $4 | $4 |
| PARTNERSHIP INCOME | $22,715 | $22,715 | $22,715 |
| INTEREST FROM LOAN | $190,962 | $190,962 | $190,962 |
| OTHER INCOME RBC | $41,698 | $41,698 | $41,698 |
| KKR FINANCIAL INTEREST INCOME | $246 | $246 | $246 |
| KKR FINANCIAL DIVIDEND INCOME | $329 | $329 | $329 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| BENJAMIN LANDA | |||
| 182 BRIARWOOD XING | LAWRENCE | NY | 11559 |
| MAYER FISCHEL | |||
| 2 SIENNA WAY | LAKEWOOD | NJ | 08701 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $12,317 | Amt |
| Net Investment Income | $12,317 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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