KORNWASSER CHARITABLE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KORNWASSER CHARITABLE FOUNDATION (EIN 95-6091565)
- Tax period
- 2015-06-01 to 2016-05-31
- Filed
- 2017-01-16
- IRS object ID
- 201700169349100255
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-01-16T14:02:04-08:00 | ReturnTs |
| Tax Period End | 2016-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barak Richter & Dror CPAs | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5967 West Third Street 102 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956091565 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KORNWASSER CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KORN | BusinessNameControlTxt |
| Phone | 3239651510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5670 WILSHIRE BLVD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH KORNWASSER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2017-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN DROR CPA | PreparerPersonNm |
| PTIN | P01403117 | PTIN |
| Phone | 3239339306 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,900,465 | 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 | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $94,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $94,557 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $94,557 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$28,078 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $373,494 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $201 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $66,681 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $94,759 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $94,759 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $5,273 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,273 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $25,875 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,875 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $1 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,317 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $5,317 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $36,553 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,236 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $393,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $393,550 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $430,103 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,236 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $398,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$363,422 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $63,523 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $94,759 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,831 | CashBOYAmt |
| Cash EOY | $4,209 | CashEOYAmt |
| Cash EOYFMV | $4,209 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $344,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $497,371 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $497,371 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses EOY | $4,730 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,730 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations EOY | $36,502 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $46,007 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $449,587 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,331 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $214,067 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,259,016 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,039,506 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,134,081 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,057,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,790,649 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,900,465 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,057,845 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,790,649 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,057,845 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,649 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,057,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,790,649 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,057,845 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$363,422 | ExcessRevenueOverExpensesAmt |
| Other Increases | $96,226 | OtherIncreasesAmt |
| Subtotal | $3,790,649 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,790,649 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| US TRUST #66-02-201-1925700 | P | 2015-01-01 | 2015-01-01 | $201,603 | $227,336 | -$25,733 | -$25,733 |
| US TRUST #66-02-201-1925700 | P | 2000-01-01 | 2015-01-01 | $171,891 | $174,236 | -$2,345 | -$2,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$28,078 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$25,733 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,270 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,270 | SubtotalAmt |
| Tax Based On Investment Income | $1,270 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,730 | OverpaymentAmt |
| Applied To ES Tax | $4,730 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | 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 | BARAK RICHTER & DROR CPAS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3239339306 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5967 W 3RD ST | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90036 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOSEPH KORNWASSER | ||||||
| 145 S FAIRFAX AVE 401 | LOS ANGELES | CA | 90036 | President | 0.00 | $0 |
| JUDY MOSKOVITS | ||||||
| 145 S FAIRFAX AVE 401 | LOS ANGELES | CA | 90036 | Secretary | 0.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Based On Investment Income | $1,270 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,270 | TotalTaxAmt |
| Distributable Before Adj | $1,270 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,270 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $398,867 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $398,867 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $398,867 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $0 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $197,975 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $231,794 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $444,979 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $874,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $398,867 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $398,867 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,273,615 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,273,615 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,975 | ExcessFromYear4Amt |
| Excess From Year2 | $231,794 | ExcessFromYear2Amt |
| Excess From Year1 | $444,979 | ExcessFromYear1Amt |
| Excess From Current Year | $398,867 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| YOUNG ISRAEL OF CENTURY CITY | ||||||
| 9317 WEST PICO BLVD | LOS ANGELES | CA | 90035 | NONE | GENERAL | $35,000 |
| YESHIVA GEDOLAH OF LOS ANGELES | ||||||
| 5444 W OLYMPIC BLVD | LOS ANGELES | CA | 90036 | NONE | GENERAL | $47,000 |
| LOS ANGELES CHEDER | ||||||
| 801 NORTH LA BREA | LOS ANGELES | CA | 90046 | NONE | GENERAL | $5,000 |
| ORTHODOX UNION | ||||||
| 11 BROADWAY | NY | NY | 10004 | NONE | GENERAL | $1,800 |
| CONGREGATION KEHILATH YITZCHOK | ||||||
| 7709 BEVERLY BLVD | LOS ANGELES | CA | 90036 | NONE | GENERAL | $10,000 |
| AMERICAN FRIENDS OF BEIT ISSIE SHAP | ||||||
| 404 Park Ave S 7th F1 | New York | NY | 10016 | NONE | GENERAL | $1,500 |
| JEWS FOR JUDAISM | ||||||
| 1801 AVENUE OF THE STARTS SUITE 535 | LOS ANGELES | CA | 90067 | NONE | GENERAL | $4,000 |
| EMEK HEBREW ACADEMY | ||||||
| 15365 MAGNOLIA BLVD | SHERMAN OAKS | CA | 91403 | NONE | GENERAL | $5,000 |
| AMERICAN FRIENDS OF MEIR PANIM | ||||||
| 5316 New Utrecht Avenue | Brooklyn | NY | 11219 | NONE | GENERAL | $50,000 |
| AMIDEI ZION OF BOBOV INC | ||||||
| 1533 48TH ST | BROOKLYN | NY | 11219 | NONE | GENERAL | $25,000 |
| BNEI AKIVA OF LOS ANGELES | ||||||
| 9030 WEST OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | GENERAL | $1,000 |
| CHAI LIFELINE | ||||||
| 9701 WEST PICO BLVD 120 | LOS ANGELES | CA | 90035 | NONE | GENERAL | $25,000 |
| FRIENDS OF UNITED HATZALAH | ||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | GENERAL | $14,400 |
| SHEKEL HAKODESH | ||||||
| 10 JEFFERSON AVE | NEW SQUARE | NY | 10977 | NONE | GENERAL | $30,000 |
| TSHEBINER YESHIVA OF JERUSALEM | ||||||
| 171 HOOPER STREET | BROOKLYN | NY | 11211 | NONE | GENERAL USE | $3,000 |
| MOSDOS CHASIDEI SQUARE | ||||||
| 105 HEYWARD STREET | BROOKLYN | NY | 11206 | NONE | GENERAL USE | $750 |
| YESHIVAS TORAS CHAIM TALMUDICAL | ||||||
| 1555 STUART ST | DENVER | CO | 80204 | NONE | GENERAL USE | $500 |
| GEMILOS CHASODIM CHASDEI | ||||||
| 1412 AVENUE M STE 2373 | BROOKLYN | NY | 11230 | NONE | GENERAL USE | $27,000 |
| KEVER RACHEL FUND | ||||||
| PO BOX 1181 | TEANECK | NJ | 07666 | NONE | GENERAL USE | $1,800 |
| ROSENBAUM YESHIVA OF NORTH JERSEY | ||||||
| 666 KINDERKAMACK RD | RIVER EDGE | NJ | 07661 | NONE | GENERAL USE | $1,800 |
| SHELTERS FOR ISRAEL | ||||||
| LOS ANGELES | LOS ANGELES | CA | 90036 | NONE | GENERAL USE | $500 |
| WEST COAST TORAH RETREAT AND CAMP | ||||||
| 11400 W OLYMPIC BLVD FL 9 | LOS ANGELES | CA | 90064 | NONE | GENERAL USE | $5,000 |
| WESTWOOD KEHILA | ||||||
| 10523 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | GENERAL USE | $1,000 |
| YAVNEH FAMILY SERVICES | ||||||
| 5353 W 3RD STREET | LOS ANGELES | CA | 90020 | NONE | GENERAL USE | $18,000 |
| YESHIVA AHARON YAAKOV OHR ELIYAHU | ||||||
| 241 S DETROIT ST | LOS ANGELES | CA | 90036 | NONE | GENERAL USE | $5,000 |
| ALEPH INSTITUTE | ||||||
| 7304 BEVERLY BLVD 153 | LOS ANGELES | CA | 90036 | NONE | GENERAL USE | $1,800 |
| BONEI OLAM | ||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | GENERAL | $1,000 |
| BUILDERS OF JEWISH EDUCATION | ||||||
| 6505 WILSHIRE BOULEVARD SUITE 300 | LOS ANGELES | CA | 90048 | NONE | GENERAL | $2,500 |
| CONGREGATION SHAAREI ZION OF BOBOV | ||||||
| 1529 48TH ST | BROOKLYN | NY | 11219 | NONE | GENERAL | $15,000 |
| EIRGUN BARUCH U'MARPEH | ||||||
| 1269 44TH STREET | BROOKLYN | NY | 11219 | NONE | GENERAL | $3,600 |
| INSTITUTE FOR MYELOMA BONE CANCER R | ||||||
| 9201 SUNSET BLVD SUITE 300 | WEST HOLLYWOOD | CA | 90069 | NONE | GENERAL | $1,000 |
| SHA'ALVIM | ||||||
| PO BOX 960426 | INWOOD | NY | 11096 | NONE | GENERAL | $15,000 |
| EMURAH VCHESED | ||||||
| 1761 46TH STREET | BROOKLYN | NY | 11204 | NONE | GENERAL | $26,000 |
| TORAH INSTITUTE OF LAKEWOOD | ||||||
| 1815 SWARTHMORE AVENUE | LAKEWOOD | NJ | 08701 | NONE | GENERAL | $5,000 |
| TORAH LIFE INSTITUTE | ||||||
| 1861 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | GENERAL | $1,800 |
| YULA HIGH SCHOOL | ||||||
| 9760 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | GENERAL | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $393,550 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $94,557 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $201 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 3 | ExclusionCd |
| Exclusion | -$25,733 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,345 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$25,733 | ExclusionAmt |
| Related Or Exempt Function Incm | $92,414 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $66,681 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,273 | Amt |
| Net Investment Income | $5,273 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $208,331 | EOYBookValueAmt |
| EOYFMV | $214,067 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $36,502 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $46,007 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF | AT COST | $1,285,959 | $1,263,055 |
| CORPORATE STOCKS | FMV | $1,753,547 | $1,871,026 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $75 | $75 |
| POSTAGE/MAILING SERVICE | $12 | $12 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $201 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,875 | Amt |
| Net Investment Income | $25,875 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INCOME TAXES | CategoryTxt |
| Amt | $5,317 | Amt |
| Disbursements Charitable Prps | $5,317 | DisbursementsCharitablePrpsAmt |
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