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CARE SUPPORT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CARE SUPPORT FOUNDATION INC (EIN 20-0616112)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-06
- IRS object ID
- 202543109349101874
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-06T16:27:48-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | 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 | 200616112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARE SUPPORT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CARE | BusinessNameControlTxt |
| Phone | 7188377700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET 201 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MANUEL SCHARF | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7188377700 | PhoneNum |
| Signature | 2025-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BENZION SPIELMAN | PreparerPersonNm |
| PTIN | P00849535 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2025-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,177,773 | 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 |
| Interest On Sav Rev And Expnss | $145,541 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $145,514 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $347,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $347,027 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $23,496 | GrossRentsRevAndExpnssAmt |
| Net Rental Income Or Loss | $23,496 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $195,043 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,824,830 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,043 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $711,107 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $687,584 | 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 | $706 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $353 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $145 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $145 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $31,969 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $25,575 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174,629 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $148,203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $226,987 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $182,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,095,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,095,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,322,337 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $182,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,095,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,611,230 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $505,308 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,980 | CashBOYAmt |
| Cash EOY | $62,307 | CashEOYAmt |
| Cash EOYFMV | $62,307 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,733,350 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,676 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $1,051,250 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $563,750 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $1,051,250 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $1,051,250 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $8,631,494 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,978 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,978 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,969,001 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,221,613 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,221,613 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $967,456 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $701,563 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $701,563 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $5,019,804 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $14,485,623 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $14,485,623 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $1,054,917 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,135,763 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,135,763 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,988 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,190 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $943 | LandBOYAmt |
| Land EOY | $798 | LandEOYAmt |
| Land EOYFMV | $500,000 | LandEOYFMVAmt |
| Total Assets BOY | $20,989,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,678,571 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,177,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,989,695 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $19,678,571 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,989,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,678,571 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,989,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,678,571 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,989,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,611,230 | ExcessRevenueOverExpensesAmt |
| Other Increases | $300,106 | OtherIncreasesAmt |
| Subtotal | $19,678,571 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,678,571 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $22,824,830 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,629,787 | CostOrOtherBasisAmt |
| Gain Or Loss | $195,043 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $195,043 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,043 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,024 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,024 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,024 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | 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 | $1,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,424 | 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 |
| 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 | MANUEL SCHARF | IndividualWithBooksNm |
| Phone | 7188377700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1575 50TH STREET SUITE 201 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 | 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 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MANUEL SCHARF | ||||||||
| 1575 50TH STR | BROOKLYN | NY | 11219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHAVA SCHARF | ||||||||
| 1575 50TH STR | BROOKLYN | NY | 11219 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| CHANNA LIPSHUTZ | ||||||||
| 1575 50TH STR | BROOKLYN | NY | 11219 | TREASURER | 1.00 | $0 | $0 | $0 |
| YISROEL SCHARF | ||||||||
| 1575 50TH STR | BROOKLYN | NY | 11219 | SECRETARY | 1.00 | $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 | $6,564,993 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $866,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,922,924 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,354,470 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,354,470 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $365,317 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,989,153 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,199,458 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,199,458 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,024 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $915 | IncomeTaxAmt |
| Total Tax | $7,939 | TotalTaxAmt |
| Distributable Before Adj | $1,191,519 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,191,519 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,191,519 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,095,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,095,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,191,519 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $400,549 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,095,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $400,549 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,191,519 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $503,282 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $503,282 | 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 | $503,282 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $503,282 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONG AHAVAS TZEDAKA VECHESED | ||||||
| 1347 42ND STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $265,000 |
| CONG SHAAREI CHESED | ||||||
| 92 SADDLE RIVER RD | MONSEY | NY | 10952 | PC | TO FURTHER JEWISH CAUSES | $84,400 |
| BAIS TZIPRA OF MANHATTAN | ||||||
| 210 W 91ST STREET | NEW YORK | NY | 10024 | PC | TO FURTHER JEWISH CAUSES | $25,000 |
| BINYAN YERUSHLAIM | ||||||
| 1274 49TH ST SUITE 248 | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $15,000 |
| CONGREGATION CHESED NETZACH | ||||||
| 1527 45TH ST | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $10,000 |
| CONG EITZ CHAIM | ||||||
| 1532 47TH STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $108,000 |
| CONG CHESED INC | ||||||
| 1230 42TH STREET 2ND FLOOR | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $1,500 |
| CONG KNESSET MEIR | ||||||
| 532 SEAGIRT BLVD | FAR ROCKAWAY | NY | 11691 | PC | TO FURTHER JEWISH CAUSES | $3,000 |
| CONGREGATION MACHNA SHALVA | ||||||
| 1462 62ND STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $200,000 |
| MISHNAH SHELI | ||||||
| 1274 49TH STREET 360 | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $90,000 |
| CONG MOSDOS TOLDOS AHARON | ||||||
| 777 KENT AVE STE 239 | BROOKLYN | NY | 11205 | PC | TO FURTHER JEWISH CAUSES | $13,600 |
| CONG SHAREI SIMCHA | ||||||
| 4901 15TH AVENUE | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $25,000 |
| CONG & GMACH ZICHRON SHLOMO INC | ||||||
| 5014 16TH AVE SUITE 132 | BROOKLYN | NY | 11204 | PC | TO FURTHER JEWISH CAUSES | $36,000 |
| CONG BEIS MEIR | ||||||
| 1327 38TH STREET | BROOKLYN | NY | 11218 | PC | TO FURTHER JEWISH CAUSES | $3,600 |
| CONG OHEL TORAH | ||||||
| 25 ROSS STREET | BROOKLYN | NY | 11249 | PC | TO FURTHER JEWISH CAUSES | $2,150 |
| CONGREGATION KEREN SHIVIM | ||||||
| 5218 16TH AVE | BROOKLYN | NY | 11204 | PC | TO FURTHER JEWISH CAUSES | $800,000 |
| CONGREGATION RACHMISTRIVKA | ||||||
| 1925 53RD STREET | BROOKLYN | NY | 11204 | PC | TO FURTHER JEWISH CAUSES | $16,000 |
| KEDUSHAT ZION INC | ||||||
| 1501 48TH STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $16,000 |
| KEREN OHR CHAIM | ||||||
| 1461 43RD STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $2,880 |
| KEREN TEFERES YESHIA | ||||||
| 1164 46TH STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $6,000 |
| KOLLEL AVREICHIM D'CHASIDEI BOBOV-45 | ||||||
| PO BOX 676 | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $50,720 |
| LAG BAOMER NJ | ||||||
| 104 DEANS RHODE HALL RD | MONMOUTH JUNCTION | NJ | 08852 | PC | TO FURTHER JEWISH CAUSES | $10,000 |
| LEVUSHEI YEHUDA INC | ||||||
| 5 ORCHARD CT | LAKEWOOD | NJ | 08701 | PC | TO FURTHER JEWISH CAUSES | $25,000 |
| MESORAH HERITAGE FOUNDATION | ||||||
| 313 REGINA AVE | RAHWAY | NJ | 07065 | PC | TO FURTHER JEWISH CAUSES | $20,000 |
| MIFAL EZRA ZICHRON YEHUDA | ||||||
| 54 SKILLMAN STREET | BROOKLYN | NY | 11205 | PC | TO FURTHER JEWISH CAUSES | $10,000 |
| PA'AMONIM | ||||||
| 4812 13TH AVE 6 | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $55,000 |
| REFUAH RESOURCES | ||||||
| 5904 13TH AVE | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $50,000 |
| TOMCHE SHABBOS BORO PARK & FLADBUSH | ||||||
| 1404 48TH STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $1,500 |
| TZIDKAS ERETZ HAKODESH | ||||||
| 1274 49TH ST SUITE 270 | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,095,350 | 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) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $27 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $145,514 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $347,027 | ExclusionAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $23,496 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | -$14,940 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $209,983 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $8,583 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $702,524 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $711,107 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $16,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | COOP APTS, 890 WEST END AVE | PropertyDesc |
| Acquired | 2000-05-01 | AcquiredDt |
| Cost Or Other Basis | $3,988 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,045 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 27.500000000000 | LifeRt |
| Current Year Expense | $145 | CurrentYearExpenseAmt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (31 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC | $8,040 | $8,040 |
| AMEREN CORP | $6,390 | $6,390 |
| ARES CAPITAL CORP | $11,399 | $11,399 |
| AT&T INC 5.35% (TBB) | $97,640 | $97,640 |
| BP CAPITAL MARKETS PLC FXD TO 062030 VAR THRAFTR | $10,536 | $10,536 |
| BROADCOM INC | $10,522 | $10,522 |
| CENTENE CORP | $10,672 | $10,672 |
| CHARLES SCHWAB CORP/THE FXD TO 062025 VAR THRAFTR | $13,913 | $13,913 |
| CITIGROUP INC FXD TO 052028 VAR THRAFTR 7.375% | $17,569 | $17,569 |
| CITIGROUP INC FXD TO 122025 VAR THRAFTR 4.0000% | $13,623 | $13,623 |
| COMCAST CORP | $9,754 | $9,754 |
| DIVERSIFIED HEALTHCARE TR 5.625% SER NT 42 (DHCNI) | $46,770 | $46,770 |
| DOMINION ENERGY INC FXD TO 062034 VAR THRAFTR 7% | $17,952 | $17,952 |
| DTE ENERGY CO | $13,364 | $13,364 |
| FLEX LTD | $7,837 | $7,837 |
| FORD MOTOR CO | $13,950 | $13,950 |
| FREEPORT-MCMORAN INC | $13,576 | $13,576 |
| GENERAL MOTORS FIN CO FXD TO 092027 VAR THRAFTR | $17,253 | $17,253 |
| GOLDMAN SACHS GROUP INC/THE FXD TO 052029 VAR | $16,723 | $16,723 |
| JPMORGAN CHASE & CO | $14,198 | $14,198 |
| KEURIG DR PEPPER INC | $10,030 | $10,030 |
| LOWE'S COS INC | $9,816 | $9,816 |
| METLIFE INC | $141,058 | $141,058 |
| MOLSON COORS BEVERAGE CO | $19,734 | $19,734 |
| PIMCO DYNAMIC INCOME FD SHS (PDI) | $75,056 | $75,056 |
| PNC FINANCIAL SERVICES GROUP F XD TO 032030 VAR | $14,139 | $14,139 |
| PRINCIPAL SHORT TERM INC I (PSHIX) | $5,304 | $5,304 |
| TRUIST FINANCIAL CORP FXD TO 092030 VAR THRAFTR | $10,632 | $10,632 |
| VERIZON COMMUNICATIONS INC | $13,737 | $13,737 |
| VICTORY SHORT TERM BD INST (UISBX) | $12,337 | $12,337 |
| WELLS FARGO & CO FXD TO 092028 VAR THRAFTR 7.625% | $18,039 | $18,039 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE INC (ADBE) | $7,560 | $7,560 |
| ALPHABET INC CL A (GOOGL) | $40,132 | $40,132 |
| AMAZON COM INC (AMZN) | $38,613 | $38,613 |
| ANTERO MIDSTREAM CORP (AM) | $8,586 | $8,586 |
| APPLE INC (AAPL) | $49,082 | $49,082 |
| ARES MANAGEMENT CORP CL A (ARES) | $7,435 | $7,435 |
| AT&T INC (T) | $79,695 | $79,695 |
| BCE INC (BCE) | $57,950 | $57,950 |
| BLACKSTONE INC (BX) | $1,028,151 | $1,028,151 |
| BROADCOM INC (AVGO) | $20,634 | $20,634 |
| CATERPILLAR INC (CAT) | $5,804 | $5,804 |
| CHENIERE ENERGY INC NEW (LNG) | $11,809 | $11,809 |
| CHEWY INC CL A (CHWY) | $9,645 | $9,645 |
| COCA COLA CO (KO) | $6,226 | $6,226 |
| DOORDASH INC CL A (DASH) | $4,865 | $4,865 |
| DUKE ENERGY CORPORATION (DUK) | $5,279 | $5,279 |
| ELI LILLY & CO (LLY) | $9,264 | $9,264 |
| ENLINK MIDSTREAM LLC (ENLC) | $19,194 | $19,194 |
| FIRST SOLAR INC COM (FSLR) | $8,812 | $8,812 |
| GENERAL MTRS CO (GM) | $197,098 | $197,098 |
| GENL DYNAMICS CORP (GD) | $5,270 | $5,270 |
| HESS MIDSTREAM LP (HESM) | $19,626 | $19,626 |
| HOME DEPOT INC (HD) | $5,835 | $5,835 |
| ILLUMINA INC (ILMN) | $8,953 | $8,953 |
| JPMORGAN CHASE & CO (JPM) | $5,993 | $5,993 |
| L3HARRIS TECHNOLOGIES INC (LHX) | $8,832 | $8,832 |
| LENNAR CORPORATION (LEN) | $5,864 | $5,864 |
| MASTERCARD INC CL A (MA) | $13,167 | $13,167 |
| MC DONALDS CORP (MCD) | $5,798 | $5,798 |
| META PLATFORMS INC CL A (META) | $24,006 | $24,006 |
| METLIFE INCORPORATED (MET) | $6,059 | $6,059 |
| MICROSOFT CORP (MSFT) | $47,630 | $47,630 |
| MORGAN STANLEY 6.875%-F (MS.F) | $96,982 | $96,982 |
| NETFLIX INC (NFLX) | $10,696 | $10,696 |
| NVIDIA CORPORATION (NVDA) | $36,258 | $36,258 |
| ONEOK INC (OKE) | $14,186 | $14,186 |
| OWENS CORNING INC (OC) | $5,791 | $5,791 |
| PALO ALTO NETWORKS INC (PANW) | $12,373 | $12,373 |
| PARKER HANNIFIN CORP (PH) | $6,360 | $6,360 |
| PERFORMANCE FOOD GROUP CO (PFGC) | $8,540 | $8,540 |
| REPUBLIC SERVICES INC (RSG) | $6,035 | $6,035 |
| ROYAL GOLD INC (RGLD) | $5,801 | $5,801 |
| S&P GLOBAL INC COM (SPGI) | $8,965 | $8,965 |
| SERVICENOW INC (NOW) | $9,541 | $9,541 |
| SHOPIFY INC (SHOP) | $11,803 | $11,803 |
| SPOTIFY TECHNOLOGY SA (SPOT) | $9,842 | $9,842 |
| TARGA RESOURCES CORP (TRGP) | $12,239 | $12,239 |
| TJX COS INC NEW (TJX) | $5,799 | $5,799 |
| T-MOBILE US INC COM (TMUS) | $10,595 | $10,595 |
| TRANSDIGM GROUP INC (TDG) | $7,604 | $7,604 |
| U S BANCORP COM NEW (USB) | $2,774 | $2,774 |
| UBER TECHNOLOGIES INC (UBER) | $8,324 | $8,324 |
| UNITEDHEALTH GP INC (UNH) | $25,293 | $25,293 |
| VERIZON COMMUNICATIONS (VZ) | $70,602 | $70,602 |
| VISA INC CL A (V) | $10,113 | $10,113 |
| VISTRA CORP (VST) | $5,791 | $5,791 |
| VODAFONE GROUP PLC (VOD) | $25,933 | $25,933 |
| WARNER BROS DISCOVERY INC SER (WBD) | $8,948 | $8,948 |
| WILLIAMS CO INC (WMB) | $7,171 | $7,171 |
| WORKDAY INC CL A (WDAY) | $4,387 | $4,387 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,978 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,978 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PARTNERSHIP INTEREST | AT COST | $746,392 | $746,392 |
| PRECIOUS METAL | AT COST | $139,659 | $139,659 |
| CHENIERE ENERGY PARTNERS LP (CQP) | FMV | $3,825 | $3,825 |
| ENERGY TRANSFER LP COM UT LTD (ET) | FMV | $51,247 | $51,247 |
| ENTERPRISE PROD PRTNRS L.P. (EPD) | FMV | $41,928 | $41,928 |
| MPLX LP COM UNIT REP LTD (MPLX) | FMV | $50,971 | $50,971 |
| PLAINS ALL AMERN PIPELINE L P (PAA) | FMV | $31,709 | $31,709 |
| PLAINS GP HLDG L P PARTN INT A (PAGP) | FMV | $9,227 | $9,227 |
| SUNOCO LP COM U REP LP (SUN) | FMV | $22,068 | $22,068 |
| WESTERN MIDSTREAM PARTNERS L P (WES) | FMV | $38,737 | $38,737 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | COOP APTS, 890 WEST END AVE | CategoryOrItemTxt |
| Cost Or Other Basis | $3,988 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,190 | AccumulatedDepreciationAmt |
| Book Value | $798 | BookValueAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $706 | LegalFeesAmt |
| Net Investment Income | $353 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE EXPENSE | $132,000 | $105,600 | $0 |
| LOSS FROM PASSTHROUGH | $30,884 | $30,884 | $0 |
| INVESTMENT FEES | $11,719 | $11,719 | $0 |
| OFFICE EXPENSE | $26 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $300,106 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | CategoryTxt |
| Amt | $3,538 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |