JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201733199349100428
- Schema version
- 2016v3.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T08:16:01-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Eisenhower Parkway | AddressLine1Txt |
| City | Roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH J SITT | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2017-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Rubin | PreparerPersonNm |
| PTIN | P01043481 | PTIN |
| Phone | 9733640400 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 178.41.29.209 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 20403020173185000011 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D8CDD5D8BF1AF40461962331D66BD2378B9550D7 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6D632FF23980BF3CB2EE124766B5E9EC81DA2DE8 | 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 | $9,146,716 | 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 | $524,596 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $159 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $159 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $28 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $526,304 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $224,724 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $526,491 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $224,911 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $1,054 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $467 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $1,054 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $467 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $414,423 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $414,423 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $415,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $467 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $414,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $224,444 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $537,332 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $648,488 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $648,488 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,498,370 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,498,228 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,498,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,035,702 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,146,716 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,146,716 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $9,035,702 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,146,716 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,035,702 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,146,716 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,035,702 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,146,716 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,035,702 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,014 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,146,716 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,146,716 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FAIRPOINT COMMUNICATIONS INC - 27,830 SHARES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2011-06-03 | AcquiredDt |
| Sold | 2016-12-09 | SoldDt |
| Gross Sales Price | $526,304 | GrossSalesPriceAmt |
| Cost Or Other Basis | $301,580 | CostOrOtherBasisAmt |
| Gain Or Loss | $224,724 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $224,724 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $224,724 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $575,433 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,215,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.06244 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $691,401 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,810,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $483,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,046,985 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.053445 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $560,388 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,048,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061929 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $290,796 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,521,144 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034126 | DistributionYr5Rt |
| Total Distribution | 0.290414 | TotalDistributionRt |
| Average Distribution | 0.058083 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,747,069 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $508,056 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,244 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $510,300 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $414,423 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,489 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,489 | SubtotalAmt |
| Tax Based On Investment Income | $4,489 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $500 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,989 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $382,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,498,228 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,880,273 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,880,273 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $133,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,747,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $437,353 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $437,353 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,489 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,489 | TotalTaxAmt |
| Distributable Before Adj | $432,864 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $432,864 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $432,864 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $414,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $414,423 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $414,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $432,864 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $290,796 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $560,388 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $483,515 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $691,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $575,433 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,601,533 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $414,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $414,423 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $432,864 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $432,864 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,583,092 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,583,092 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $418,320 | ExcessFromYear4Amt |
| Excess From Year3 | $483,515 | ExcessFromYear3Amt |
| Excess From Year2 | $691,401 | ExcessFromYear2Amt |
| Excess From Year1 | $575,433 | ExcessFromYear1Amt |
| Excess From Current Year | $414,423 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Friends Of Shalva | ||||||||
| 315 Fifth Avenue | New York | NY | 10016 | None | Public Charity | Unrestricted | $1,000 | |
| Bonei Olam | ||||||||
| 1755 46th Street | Brooklyn | NY | 11204 | None | Public Charity | Unrestricted | $1,000 | |
| CSTTJC-Go Kosher Project | ||||||||
| 550 Empire Blvd | Brooklyn | NY | 11225 | None | Public Charity | Unrestricted | $2,100 | |
| Chabad House Bowery | ||||||||
| 353 Bowery | New York | NY | 10003 | None | Public Charity | Unrestricted | $1,800 | |
| Chabad Of Puerto Rico | ||||||||
| 5900 Isla Verde Ave L-2 | Carolina | PR | 00979 | None | Public Charity | Unrestricted | $1,000 | |
| Chabad Of Southern Colorado | ||||||||
| 410 Allegheny Drive | Colorado Springs | CO | 80919 | None | Public Charity | Unrestricted | $1,000 | |
| Chabad Of The Shore | ||||||||
| 620 Ocean Avenue | Long Branch | NJ | 07740 | None | Public Charity | Unrestricted | $1,000 | |
| Chai Lifeline | ||||||||
| 106 Clifton Ave | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $7,500 | |
| Chai Lifeline | ||||||||
| 151 West 30th Street 3rd Floor | New York | NY | 100014007 | None | Public Charity | Unrestricted | $18,000 | |
| Chasdei Yitzchok | ||||||||
| 1275 East 7th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,800 | |
| Congregation Emek HaTorah | ||||||||
| 1781 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,200 | |
| Deal PBA Local 101 | ||||||||
| PO BOX 308 | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $3,000 | |
| DSN | ||||||||
| 244 Norwood Avenue | Oakhurst | NJ | 07755 | None | Public Charity | Unrestricted | $5,200 | |
| Elliots Legacy | ||||||||
| 155 East 55th Street Suite 6H | New York | NY | 10022 | None | Public Charity | Unrestricted | $1,800 | |
| Ezer Mizion | ||||||||
| 5225 New Utrecht Ave | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $3,600 | |
| Friends Of Talmudic Studies Inc | ||||||||
| 1 East 33rd Street 6th Floor | New York | NY | 10016 | None | Public Charity | Unrestricted | $5,000 | |
| Friends Of United Hatzalah | ||||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | None | Public Charity | Unrestricted | $1,000 | |
| Gesher Yehuda | ||||||||
| 49 Avenue T | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $5,200 | |
| Hatzalah Of The Jersey Shore | ||||||||
| PO Box 2333 | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $1,500 | |
| Hatzoloh Of Flatbush | ||||||||
| 1880 Ocean Avenue | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,000 | |
| Hillel Yeshiva | ||||||||
| PO Box 2288 | Ocean | NJ | 07712 | None | Public Charity | Unrestricted | $7,200 | |
| Lottie's KitchenEzer Mizion | ||||||||
| 5225 New Utrecht Ave | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $4,000 | |
| Magen David Yeshivah | ||||||||
| 2130 McDonald Avenue | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $53,720 | |
| Mattan Basseter | ||||||||
| 1924 East 7th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Mirrer Yeshiva Central Institute | ||||||||
| 1791-95 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Nefesh | ||||||||
| 1750 East 18th Street | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $5,200 | |
| Pesach TikvahDoor Of Hope | ||||||||
| 18 Middleton Street | Brooklyn | NY | 11206 | None | Public Charity | Unrestricted | $1,500 | |
| Rabbi Jacob Joseph School | ||||||||
| One Plainfield Avenue | Edison | NJ | 08817 | None | Public Charity | Unrestricted | $5,000 | |
| Reach For The Stars | ||||||||
| 1523 Avenue M | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,200 | |
| Renewal Of Life | ||||||||
| 5904 13th Avenue | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $2,600 | |
| Sephardic Rabbinical College | ||||||||
| 1299 Main Street | Rahway | NJ | 07065 | None | Public Charity | Unrestricted | $110,000 | |
| Special Children Center | ||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $1,000 | |
| Stam Gmilas Chesed Fund | ||||||||
| 150 Powderhorn Drive | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $1,000 | |
| Synagogue of Deal | ||||||||
| PO Box 208 | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $2,500 | |
| The Special Children's Center | ||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $13,000 | |
| Torat Hanachal | ||||||||
| 303 Park Avenue | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $1,000 | |
| Venetian Heritage Inc | ||||||||
| 232 East 59th Street 5th FL | New York | NY | 10022 | None | Public Charity | Unrestricted | $5,000 | |
| WIZO | ||||||||
| 950 Third Avenue 2803 | New York | NY | 10022 | None | Public Charity | Unrestricted | $2,800 | |
| Yeshiva Gedolah Bais Yisroel | ||||||||
| 4 Solond Road | Monsey | NY | 10952 | None | Public Charity | Unrestricted | $1,000 | |
| Yeshiva of Flatbush | ||||||||
| 919 East 10th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $26,127 | |
| Yeshiva of Flatbush Chesed Fund | ||||||||
| 20 West 33rd Street 10th Floor | New York | NY | 10001 | None | Public Charity | Unrestricted | $1,000 | |
| Yeshivat Mir Yerushalayim | ||||||||
| 5227 New Utrecht Ave | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $1,000 | |
| YofChesed Trip | ||||||||
| 1807 East 22nd Street | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $1,200 | |
| Young Jewish Professionals | ||||||||
| 1441 Broadway 18th Floor | New York | NY | 10018 | None | Public Charity | Unrestricted | $12,500 | |
| CARE For Special Needs Children Foundation | ||||||||
| 1977 Coney Island Ave | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $5,200 | |
| Iona College | ||||||||
| Joyce Advancement House | New Rochelle | NY | 10801 | None | Public Charity | Unrestricted | $5,000 | 715 North Avenue |
| Congregation Bnei Yakov | ||||||||
| 15 Emes Ln | Monsey | NY | 10952 | None | Public Charity | Unrestricted | $5,000 | |
| Georgetown University | ||||||||
| Georgetown Fund Department 0734 | Washington | DC | 20073 | None | Public Charity | Unrestricted | $1,000 | |
| American Friends Of Yeshiva D'Mir | ||||||||
| 5227 New Utrecht Ave | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $3,000 | |
| Chabad Jewish Student Center DC | ||||||||
| 2522 I St NW | Washington | DC | 20037 | None | Public Charity | Unrestricted | $1,000 | |
| Avraham Ohavi Organization | ||||||||
| 2077 West Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Congregation Avodah Berurah | ||||||||
| 187 Lafayette Blvd | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $1,000 | |
| The Hidary Foundation | ||||||||
| 10 West 33rd Street 9th Fl | New York | NY | 10001 | None | Public Charity | Unrestricted | $10,000 | |
| The Rabbi Labaton Memorial Fund | ||||||||
| c/o Magen David of West Deal | Ocean | NJ | 07712 | None | Public Charity | Unrestricted | $1,000 | 395 Deal Road |
| American Friends Of Irgun YRA | ||||||||
| 31 West 34th Street - 8th Floor | New York | NY | 10001 | None | Public Charity | Unrestricted | $1,000 | |
| American Breslov Foundation | ||||||||
| 718 Avenue O | Brooklyn | NJ | 11230 | None | Public Charity | Unrestricted | $1,000 | |
| Covenant House Florida | ||||||||
| 7 New York Ave NE | Washington | DC | 20002 | None | Public Charity | Unrestricted | $1,000 | |
| Cliff Avril Family Doundations | ||||||||
| PO Box 610071 | Dallas | TX | 75261 | None | Public Charity | Unrestricted | $2,500 | |
| Maoz Fund | ||||||||
| 3 Cheryl Drive | West Long Branch | NJ | 07764 | None | Public Charity | Unrestricted | $7,000 | |
| American Friends Of TorahTefilah-Ramat Eshkol | ||||||||
| 2183 - 78 Street | Brooklyn | NY | 11214 | None | Public Charity | Unrestricted | $25,000 | |
| Beverly Hills Jewish Community | ||||||||
| 910 N Beverly Drive | Beverly Hills | CA | 90210 | None | Public Charity | Unrestricted | $1,600 | |
| Thousand Oaks Chabad Jewish Center | ||||||||
| 2060 East Avenida De Los Arboles - | Thousand Oaks | CA | 91362 | None | Public Charity | Unrestricted | $1,000 | |
| Total Donations Less than 1000 | ||||||||
| Various | Various | NY | 11223 | None | Public Charity | Unrestricted | $14,876 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $414,423 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $159 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,895 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,895 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Joseph J Sitt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 AVENUE T | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $524,596 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | FAIRPOINT COMMUNICATIONS INC COM - 27,830 SHARES | NoncashPropertyDesc |
| Fair Market Value | $524,596 | FairMarketValueAmt |
| Received | 2016-12-05 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,498,228 | BookValueAmt |
| EOYFMV | $8,498,228 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $75 | $75 |
| FEDERAL TAX | $587 | |
| FILING FEES | $250 | $250 |
| MISC EXPENSE | $142 | $142 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF FEDERAL TAXES OVERPAYMENT | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
Comments