C & Y FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- C & Y FOUNDATION INC (EIN 04-3666136)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-09
- IRS object ID
- 201701299349101855
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-09T13:41:18-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SID BORENSTEIN & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1009 E 14TH ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112304301 | 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 | 043666136 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | C&Y FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | C&YF | BusinessNameControlTxt |
| Phone | 7189729652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 BROADWAY | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH FRIEDMAN | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7189729652 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEVEN RAPPCPA | PreparerPersonNm |
| Phone | 7182538700 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.38.218.101 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 13:41:14 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6D6831A20B97BD3B08550BD587376C7EC5005C99 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FC629D422BA401F49DBBE24BF06B5338E7BD50E2 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,575,634 | 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 | $250,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $26,115 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $26,115 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $31,394 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,394 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $49,954 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $73,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $49,954 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $49,954 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $357,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $107,463 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $49,954 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $20,265 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $20,265 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $20,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,265 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $420,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,265 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $400,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$62,802 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $87,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $49,954 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,473,144 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,365,283 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,365,283 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,172,968 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,218,027 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,210,351 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,646,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,583,310 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,575,634 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,646,112 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,583,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,646,112 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,583,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,646,112 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,583,310 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,646,112 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$62,802 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,583,310 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,583,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | THRU SPENSER-WINSTON - OPTIONS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-12-05 | AcquiredDt |
| Sold | 2016-03-16 | SoldDt |
| Gross Sales Price | $73,826 | GrossSalesPriceAmt |
| Depreciation | $0 | DepreciationAmt |
| Cost Or Other Basis | $23,872 | CostOrOtherBasisAmt |
| Gain Or Loss | $49,954 | GainOrLossAmt |
| FMV As Of123169 | $0 | FMVAsOf123169Amt |
| Adjusted Basis As Of123169 | $0 | AdjustedBasisAsOf123169Amt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $49,954 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $49,954 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $49,954 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $562,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,293,801 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $512,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,231,110 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $495,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,794,267 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056287 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $550,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,459,974 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.073727 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $388,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,994,456 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.064726 | DistributionYr5Rt |
| Total Distribution | 0.310675 | TotalDistributionRt |
| Average Distribution | 0.062135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,398,389 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $583,969 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $872 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $584,841 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,744 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,744 | SubtotalAmt |
| Tax Based On Investment Income | $1,744 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,586 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,586 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,586 | OriginalReturnTaxPaidAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Tax Due | $161 | TaxDueAmt |
| Applied To ES Tax | $0 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | NONE | WebsiteAddressTxt |
| Individual With Books | CHANA FRIEDMAN | IndividualWithBooksNm |
| Phone | 5162393897 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 BROADWAY | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| 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 |
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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| CHANA FRIEDMAN | ||||||||
| 218 BROADWAY | LAWRENCE | NY | 11559 | president | 1.00 | $0 | $0 | $0 |
| JOSEPH FRIEDMAN | ||||||||
| 218 BROADWAY | LAWRENCE | NY | 11559 | vice-pres | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | MOSDOS TORAH VYIRAH | Description1Txt |
| Expenses1 | $50,000 | Expenses1Amt |
| Description2 | YESHIVA BEER HATORAH | Description2Txt |
| Expenses2 | $50,000 | Expenses2Amt |
| Description3 | MCHON LHOROYA | Description3Txt |
| Expenses3 | $250,000 | Expenses3Amt |
| Description4 | MIFAL EZRA ZICHRON YEHUDA | Description4Txt |
| Expenses4 | $50,000 | Expenses4Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,122,298 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,419,214 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,541,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $9,541,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $143,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,398,389 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $469,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $469,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,744 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,744 | TotalTaxAmt |
| Distributable Before Adj | $468,175 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $468,175 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $468,175 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $400,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $400,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,175 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $253,361 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $52,226 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $562,000 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $867,587 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $400,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $68,175 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $331,825 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $400,000 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $400,000 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $799,412 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $799,412 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $467,587 | ExcessFromYear1Amt |
| Excess From Current Year | $331,825 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH FRIEDMAN | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSPEPH FRIEDMAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 218 BROADWAY | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | ZIPCd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MACHON LHOROYA | ||||||
| 168 MAPLE AVE | MONSEY | NY | 10952 | 501 (C)3 | CHARITY | $250,000 |
| UNITED MOSDOS TORAH VYIRAH | ||||||
| 1254 51TH STREET | BROOKLYN | NY | 11219 | 501 (C)3 | CHARITY | $50,000 |
| YESHIVA BEER HATORAH | ||||||
| 161 HARRISON AVENUE | BROOKLYN | NY | 11206 | 501 (C)3 | CHARITY | $50,000 |
| MIFAL EZRA ZICHRON YEHUDA | ||||||
| 5806 16TH AVENUE | BROOKLYN | NY | 11204 | 501 (C)3 | CHARITY | $50,000 |
| (no name) | ||||||
| $0 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,115 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,394 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $49,544 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,053 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $107,053 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INVESTORS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 314 McDONALD AVENUE | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $250,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| METLIFE INC 459 SHARES | $27,402 | $24,736 |
| PRINCIPAL FINL GROUP 871 SHARES | $48,445 | $50,396 |
| MASTERCARD 20700 SHARES | $812,839 | $2,137,275 |
| VISA 21840 SHARES- SEE ATTACHED | $240,240 | $1,703,957 |
| INTERACTIVE BROKER GROUP 1400 SHARES | $42,014 | $51,114 |
| SIGNATURE BANK OF NY 1617 SHARES | $47,087 | $242,873 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| US TREASURY | $20,000 | $20,000 |
| NYS DEPT OF LAW | $250 | $250 |
| BANK CHARGE | $15 | $15 |
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