LEWIS FAM TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- LEWIS FAM TR (EIN 22-6885462)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-16
- IRS object ID
- 201722289349100202
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-16T09:03:24-04:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222128332 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZARROW MACH KAPLAN & KLEIN CPA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22-08 ROUTE 208 | AddressLine1Txt |
| City | FAIR LAWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 074102897 | 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 | 226885462 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEWIS FAMILY TRUST | BusinessNameLine1Txt |
| Business Name Line2 | C/O LARRY LEVY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEWI | BusinessNameControlTxt |
| Phone | 2017550886 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARRY LEVY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2017550886 | PhoneNum |
| Signature | 2017-08-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LEONARD KAPLAN CPA | PreparerPersonNm |
| PTIN | P00400847 | PTIN |
| Phone | 2017978338 | PhoneNum |
| Preparation | 2017-08-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AC8952866DE1EC80620B56395596B8DE0301521E | 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 | $13,210,693 | 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 | $367,089 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $367,089 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $367,089 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $169,750 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $169,750 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $169,750 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $107,286 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,514,654 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,664 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $19,039 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $19,039 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $19,039 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $663,164 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $562,542 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $555,878 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $5,000 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $3,500 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $149,508 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,508 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $149,508 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $4,667 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,667 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $4,667 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $162,675 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $162,675 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $162,675 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $668,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $668,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $830,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $162,675 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $162,675 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $668,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$167,511 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $399,867 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $393,203 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $423,001 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $172,460 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $172,460 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $498,770 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $4,754,609 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,882,548 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,306,962 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,587,396 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,041,257 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,731,271 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $12,263,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,096,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,210,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $12,263,776 | RetainedEarningBOYAmt |
| Retained Earning EOY | $12,096,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,263,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,096,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,263,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,096,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,263,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$167,511 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,096,265 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $12,096,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,664 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $685,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,558,735 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050582 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $687,332 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,796,729 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049818 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $686,964 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $13,939,719 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049281 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $682,611 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,873,437 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049203 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $576,642 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,797,496 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.041793 | DistributionYr5Rt |
| Total Distribution | 0.240677 | TotalDistributionRt |
| Average Distribution | 0.048135 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,116,256 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,351 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,999 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $635,350 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $668,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,999 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,999 | SubtotalAmt |
| Tax Based On Investment Income | $3,999 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3 | EsPenaltyAmt |
| Overpayment | $998 | OverpaymentAmt |
| Applied To ES Tax | $998 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | 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 |
| Individual With Books | LARRY LEVY | IndividualWithBooksNm |
| Phone | 2017918500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| 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 | LARRY LEVY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 BROADWAY | AddressLine1Txt |
| City | ELMWOOD PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,743,549 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $572,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,315,996 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $13,315,996 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $199,740 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,116,256 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $655,813 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $655,813 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,999 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,999 | TotalTaxAmt |
| Distributable Before Adj | $651,814 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $651,814 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $651,814 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $668,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $668,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,999 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $664,001 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $651,814 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $667,365 | UndistributedIncomePYAmt |
| Qualifying Distributions | $668,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $667,365 | AppliedToYear1Amt |
| Applied To Current Year | $635 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $651,179 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN ASS BEN GURION UNIV | |||||||||
| 1001 AVE OF THE AMERICAS | NEW YORK | NY | 10018 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| AMERICAN COMM FOR SHAARE ZEDEK | |||||||||
| 55 WEST 39TH ST 4TH FL | NEW YORK | NY | 10016 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $30,000 | MEDICAL CENTER | |
| AMERICAN COMM FOR THE WEIZMANN | |||||||||
| 633 THIRD AVE | NEW YORK | NY | 10017 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $50,000 | INSTITUTE | |
| AMERICAN FRIEND OF SHEBA MED CTR | |||||||||
| 250 W 57TH ST - SUITE 711 | NEW YORK | NY | 10107 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| AMERICAN FRIENDS OF MAGEN DAVID | |||||||||
| 352 SEVENTH AVENUE | NEW YORK | NY | 10001 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $15,000 | ADOM | SUITE400 |
| AMERICAN FRIENDS OF MIGDAL OHR | |||||||||
| 1560 BROADWAY SUITE 510 | NEW YORK | NY | 10036 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | ||
| AMERICAN FRIENDS OF SHALVA | |||||||||
| 315 FIFTH AVENUE | NEW YORK | NY | 10016 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $5,000 | 6TH FLOOR | |
| AMERICAN FRIENDS OF TEL AVIV UNIV | |||||||||
| 39 BROADWAY SUITE 1510 | NEW YORK | NY | 10006 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $50,000 | ||
| AMERICAN FRIENDS OF THE HEBREW UNIV | |||||||||
| ONE BATTERY PARK PLAZA | NEW YORK | NY | 10004 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $50,000 | 25TH FLOOR | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||||
| 33 EAST 33RD ST 7TH FLOOR | NEW YORK | NY | 10016 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | ||
| BOYS TOWN JERUSALEM FD OF AMER | |||||||||
| 1 PENN PLAZA SUITE 6250 | NEW YORK | NY | 10119 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| CENTRAL SYNAGOGUE | |||||||||
| 123 EAST 55TH STREET | NEW YORK | NY | 10022 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $5,000 | ||
| CHAI LIFELINE | |||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| DAUGHTERS OF MIRIAM CENTER | |||||||||
| 155 HAZEL STREET | CLIFTON | NJ | 07015 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| DOROT | |||||||||
| 171 WEST 85TH STREET | NEW YORK | NY | 10024 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | ||
| FRIENDS OF THE IDF | |||||||||
| 1430 BROADWAY | NEW YORK | NY | 10018 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $15,000 | ||
| FRIENDS OF YASHAR LACHAYAL | |||||||||
| 20 CHALMERS ROAD | EAST BRUNSWICK | NJ | 08816 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $2,000 | ||
| GIRLS TOWN OR CHADASH | |||||||||
| 1431 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | ||
| HADASSAH MEDICAL CENTER | |||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $30,000 | ||
| ISRAEL HEALTHCARE FOUNDATION INC | |||||||||
| 125 JERICHO TURNPIKE | JERICHO | NY | 11753 | NONE | EXEMPT | CONT GIVEN TO PRESELECTED ORGAN | $5,000 | KAPLAN HEART CENTER | SUITE 200 |
| JEWISH FAMILY SERVICE OF BERGEN CTY | |||||||||
| 1485 TEANECK ROAD | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| JEWISH FEDERATION OF NORTHERN NJ | |||||||||
| 50 EISENHOWER DRIVE | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $100,000 | ||
| JEWISH HISTORICAL SOCIETY OF NJ | |||||||||
| 4 TOMAHAWK DRIVE | WAYNE | NJ | 07470 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $5,000 | ||
| JEWISH HOME FD OF N JERSEY | |||||||||
| 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| JEWISH NATIONAL FUND | |||||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10018 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $10,000 | ||
| MASORTI FOUNDATION | |||||||||
| 475 RIVERSIDE DRIVE 832 | NEW YORK | NY | 10115 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $10,000 | ||
| RUTGERS HILLEL | |||||||||
| 93 COLLEGE AVE | NEW BRUNSWICK | NJ | 08901 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $5,000 | ||
| SHARSHERET | |||||||||
| 1086 TEANECK ROAD 3A | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $25,000 | ||
| TEMPLE BETH RISHON | |||||||||
| 585 RUSSELL AVENUE | WYCKOFF | NJ | 07481 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $1,000 | ||
| THE FRISCH SCHOOL | |||||||||
| 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $10,000 | ||
| YAVNEH ACADEMY | |||||||||
| 155 FARVIEW AVE | PARAMUS | NJ | 07652 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN. | $20,000 | ||
| YESHIVAT HE'ATID | |||||||||
| 1500 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | EXEMPT | CONT. GIVEN TO PRESELECTED ORGAN | $10,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $668,000 | 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 | $367,089 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $169,750 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $19,039 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $107,286 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $663,164 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $663,164 | 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 FEE | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $3,500 | AdjustedNetIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PERSHING ADVISOR SOLUTIONS LLC | PURCHASE | $269,240 | $271,867 | -$2,627 |
| PERSHING ADVISOR SOLUTIONS LLC | PURCHASE | $2,238,750 | $2,135,501 | $103,249 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $7,041,257 | EOYBookValueAmt |
| EOYFMV | $6,731,271 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCKS | $3,643,673 | $5,013,325 |
| PREFERRED STOCKS | $140,164 | $137,728 |
| OPTIONS | ||
| REAL ESTATE INVESTMENT TRUSTS | $303,528 | $454,636 |
| EXCHANGE TRADED PRODUCTS | $643,050 | $549,140 |
| OTHER | $152,133 | $152,133 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $5,000 | AdjustedNetIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME - PERSHING 3551 | $13,876 | $13,876 | $13,876 |
| PARTNERSHIP DISTRIBUTIONS | $5,163 | $5,163 | $5,163 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ADVISORY FEE | $74,472 | $74,472 | $74,472 |
| TRUSTEE FEE | $75,036 | $75,036 | $75,036 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN TAX | $494 | $494 | $494 |
| FEDERAL TAX | $4,173 | $4,173 | $4,173 |
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