JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- JULES AND BARBARA NORDLICHT (EIN 11-3074444)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-17
- IRS object ID
- 201722299349100207
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-17T10:53:56-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113330296 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDLICHT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 260 CENTRAL AVE STE 419 | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 | 113074444 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULES AND BARBARA NORDLICHT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JULE | BusinessNameControlTxt |
| Phone | 5164324621 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULES NORDLICHT | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5164324621 | PhoneNum |
| Signature | 2017-08-10 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL NORDLICHT | PreparerPersonNm |
| PTIN | P01351388 | PTIN |
| Preparation | 2017-08-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.56.2.246 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-10 | IPDt |
| IP Tm | 15:57:16 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7B782D636CCAC820D468D69D9DCA39F2E2F20F95 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B782D636CCAC820D468D69D9DCA39F2E2F20F95 | 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 | $2,557,173 | 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 | $40,824 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,824 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $40,824 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $72,588 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $72,588 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $72,588 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$90,948 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,191,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $22,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $113,412 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $113,412 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,149 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $365 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,514 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $181,899 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $181,899 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $185,413 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $181,899 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$162,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $113,412 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $113,412 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $363,845 | CashBOYAmt |
| Cash EOY | $1,476,186 | CashEOYAmt |
| Cash EOYFMV | $1,476,186 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $2,333 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,237 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,237 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $236,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $236,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $576,750 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,777,194 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $500,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $500,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,379,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,216,596 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,557,173 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,379,545 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,216,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,379,545 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,216,596 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,379,545 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,216,596 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,379,545 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$162,949 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,216,596 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,216,596 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CITI-C34-028693 | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,191,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,282,413 | CostOrOtherBasisAmt |
| Gain Or Loss | -$90,948 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$90,948 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$90,948 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $182,471 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,498,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $48,797 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,469,247 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.019762 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $261,895 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,275,895 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115073 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,689 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,204,846 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051563 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $282,477 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,084,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.135488 | DistributionYr5Rt |
| Total Distribution | 0.394921 | TotalDistributionRt |
| Average Distribution | 0.078984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,486,902 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $196,425 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,134 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $197,559 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $181,899 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,237 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,237 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,969 | OverpaymentAmt |
| Applied To ES Tax | $1,969 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JULES NORDLICHT | IndividualWithBooksNm |
| Phone | 5164324621 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JULES NORDLICHT | ||||||||
| 255 W BEECH STREET | LONG BEACH | NY | 11561 | PRES | 0.00 | $0 | $0 | $0 |
| BARBARA NORDLICHT | ||||||||
| 255 W BEECH STREET | LONG BEACH | NY | 11561 | TREAS | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,604,759 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $920,015 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,524,774 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,524,774 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,872 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,486,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,345 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $181,899 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $181,899 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $181,899 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $113,412 | CurrentYearAmt |
| Year1 | $124,921 | Year1Amt |
| Year2 | $123,462 | Year2Amt |
| Year3 | $113,795 | Year3Amt |
| Total | $475,590 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $96,400 | CurrentYearAmt |
| Year1 | $106,183 | Year1Amt |
| Year2 | $104,943 | Year2Amt |
| Year3 | $96,726 | Year3Amt |
| Total | $404,252 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $181,899 | CurrentYearAmt |
| Year1 | $182,471 | Year1Amt |
| Year2 | $48,797 | Year2Amt |
| Year3 | $261,895 | Year3Amt |
| Total | $675,062 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $181,899 | CurrentYearAmt |
| Year1 | $182,471 | Year1Amt |
| Year2 | $48,797 | Year2Amt |
| Year3 | $261,895 | Year3Amt |
| Total | $675,062 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $82,897 | CurrentYearAmt |
| Year1 | $83,281 | Year1Amt |
| Year2 | $82,308 | Year2Amt |
| Year3 | $75,863 | Year3Amt |
| Total | $324,349 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULES NORDLICHT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JULES NORDLICHT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11561 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5164324621 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| AMER COMM SHAAREI ZEDEK | |||||
| 55 W 39TH STREET | NEW YORK | NY | 10018 | CHARITIES | $20,910 |
| THE JERUSALEM KOLEL | |||||
| 190 GLEN AVE SOUTH | LAKEWOOD | NJ | 08701 | CHARITIES | $500 |
| MESIVTAH TORAH VODAATH | |||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 11218 | CHARITIES | $360 |
| AMER FRIENDS OF YESHEVAT BNAI AKIVA | |||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITIES | $1,000 |
| AMIT | |||||
| 817 BROADWAY | NEW YORK | NY | 10003 | CHARITIES | $106,494 |
| CHABAD OF MIAMI BEACH | |||||
| 5401 COLLINS AVE | MIAMI BEACH | FL | 33140 | CHARITIES | $500 |
| CONG YOTZER OHR | |||||
| 60 FRANCIS PL | MONSEY | NY | 10952 | CHARITIES | $5,000 |
| EZRAS TORAH | |||||
| 1540 RTE 202 | PAMONA | NY | 10970 | CHARITIES | $104 |
| PTACH | |||||
| 1689 EAST 5TH STREET | BROOKLYN | NY | 11230 | CHARITIES | $360 |
| LONG BEACH MIKVAH SOCIETY | |||||
| 280 EAST PENN STREET | LONG BEACH | NY | 11561 | CHARITIES | $250 |
| KETER ABRAHAM | |||||
| 5401 COLLINS AVE | MIAMI BEACH | FL | 33140 | CHARITIES | $140 |
| MESIVTAH OF LONG BEACH | |||||
| 225 WEST BEECH STREET | LONG BEACH | NY | 11561 | CHARITIES | $180 |
| ST JUDE CHILDRENS HOSPITAL | |||||
| PO BOX 50 | MEMPHIS | TN | 38101 | CHARITIES | $94 |
| MESIVTAH TIFERETH JERUSALEM | |||||
| EAST BROADWAY | NEW YORK | NY | 10002 | CHARITIES | $100 |
| RJJ | |||||
| 400 CASWELL AVE | STATEN ISLAND | NY | 10314 | CHARITIES | $25 |
| SAR ACADEMY | |||||
| 655 WEST 254TH STREET | RIVERDALE | NY | 10471 | CHARITIES | $13,000 |
| YAD YISROEL | |||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | CHARITIES | $250 |
| YESHIVA UNIVERSITY | |||||
| 500 WEST 185 STREET | NEW YORK | NY | 10033 | CHARITIES | $18,000 |
| YOUNG ISRAEL OF LONG BEACH | |||||
| 120 LONG BEACH BLVD | LONG BEACH | NY | 11561 | CHARITIES | $13,022 |
| ONE ISRAEL FUND | |||||
| 445 CENTRAL AVE | CEDARHURST | NY | 11516 | CHARITIES | $1,000 |
| YAD VASHEM | |||||
| 500 FIFTH AVE | NEW YORK | NY | 10110 | CHARITIES | $50 |
| EZRAT ISRAEL | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | CHARITIES | $360 |
| FRIENDS OF ITAMAR | |||||
| 1483 EAST 34TH STREET | BROOKLYN | NY | 11234 | CHARITIES | $100 |
| AMERICAN FRIENDS OF YESHIVAT HESDER | |||||
| 280 NORTHERN BLVD | GREAT NECK | NY | 11021 | CHARITIES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $181,899 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $40,824 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $72,588 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$90,948 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $22,464 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,464 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST INCOME |
| 4 | DIVIDEND INCOME |
| 8 | GAIN ON SALE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | $236,173 | EOYBookValueAmt |
| EOYFMV | $576,750 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $500,000 | BookValueAmt |
| EOYFMV | $500,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES | Desc |
| Revenue And Expenses Per Books | $365 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $64 | $0 | $0 | $0 |
| TAX | $3,085 | $0 | $0 | $0 |
Comments