SHALOM ISH FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SHALOM ISH FOUNDATION (EIN 11-3405442)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2017-11-01
- IRS object ID
- 201723059349100242
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-01T15:30:52-07:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saul N Friedman & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60th Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113405442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHALOM ISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 7182321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS FRIEDMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ben Kasirer CPA | PreparerPersonNm |
| PTIN | P00287646 | PTIN |
| Phone | 7182321111 | PhoneNum |
| 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 | $2,750,090 | 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 | $511,250 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $24,080 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $24,080 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $24,080 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,464 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $656,799 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,464 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,867 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$4,113 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $74,899 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $684,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $98,431 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $98,979 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $950 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,273 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,273 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,223 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,223 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $680,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $680,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $692,223 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,223 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $680,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,562 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $86,208 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $98,979 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $97,713 | CashBOYAmt |
| Cash EOY | $21,901 | CashEOYAmt |
| Cash EOYFMV | $21,901 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $201 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,853 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,853 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $22,600 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $34,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $22,600 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $22,600 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,210,547 | CorporateStockBOYAmt |
| Corporate Stock EOY | $888,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $753,736 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,372,480 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,854,204 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,950,000 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,715,241 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,788,887 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,750,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,715,241 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,788,887 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,715,241 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,788,887 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,715,241 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,788,887 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,715,241 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,562 | ExcessRevenueOverExpensesAmt |
| Other Increases | $81,208 | OtherIncreasesAmt |
| Subtotal | $2,788,887 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,788,887 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MERRILL LYNCH - SCHEDULE ATTACHED | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2001-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $656,799 | GrossSalesPriceAmt |
| Cost Or Other Basis | $578,335 | CostOrOtherBasisAmt |
| Gain Or Loss | $78,464 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $78,464 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,464 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $698,273 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,702,885 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.25834 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $483,348 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,156,056 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.15315 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $433,735 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,182,148 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.13630 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $401,639 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,121,208 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.12868 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,058 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,945,981 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.07809 | DistributionYr5Rt |
| Total Distribution | 0.754569 | TotalDistributionRt |
| Average Distribution | 0.150914 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,802,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $422,920 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $862 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $423,782 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $680,000 | 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 | $862 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $862 | SubtotalAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $879 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7182321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 |
|---|---|---|---|---|---|---|
| MORRIS FRIEDMAN | ||||||
| 1151 57TH STREET | BROOKLYN | NY | 11219 | Director | 0.00 | $0 |
| ABRAHAM FRIEDMAN | ||||||
| 30 ROOSEVELT AVE | LAKEWOOD | NJ | 08701 | Controller | 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 | $866,368 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,998 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,866,700 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,845,066 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,845,066 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,676 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,802,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,120 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,120 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $862 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $862 | TotalTaxAmt |
| Distributable Before Adj | $139,258 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $139,258 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $139,258 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $680,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $680,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $862 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $679,138 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,258 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $84,243 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $259,301 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $279,358 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $330,049 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $564,983 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,517,934 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $680,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,258 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $540,742 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,058,676 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $84,243 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,974,433 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $259,301 | ExcessFromYear4Amt |
| Excess From Year3 | $279,358 | ExcessFromYear3Amt |
| Excess From Year2 | $330,049 | ExcessFromYear2Amt |
| Excess From Year1 | $564,983 | ExcessFromYear1Amt |
| Excess From Current Year | $540,742 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YESHIVA OF KASHO - OHEL SHMUEL | |||||||
| 101 SPENCER STREET | BROOKLYN | NY | 11205 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $575,000 |
| IBF FOUNDATION | |||||||
| 1735 FORTY SEVENTH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR A CHARITABLE FOUNDATION TAX EXEMPT 501(C)(3) | $50,000 |
| YESHIVA TORAS EMES | |||||||
| 55 JAMES STREET | LAKEWOOD | NJ | 08701 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $12,000 |
| CONGREGATION KHAL PREMISHLAN | |||||||
| 510 AVENUE M | BROOKLYN | NY | 11230 | NONE | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $15,000 | |
| CONGREGATION KHAL BAIS SHMIEL | |||||||
| POST OFFICE BOX 1099 | MONSEY | NY | 10952 | NONE | TO PROVIDE SUPPORT FOR A RELIGIOUS CONGREGATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $10,000 | |
| CONGREGATION TOV LAKOL | |||||||
| 4716 17TH AVE | BROOKLYN | NY | 11204 | NONE | TO PROVIDE SUPPORT FOR A RELIGIOUS CONGREGATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $18,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $680,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,080 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,464 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| BROADWAY WEST ASSOC K-1 | 1 | -$20,911 |
| CFP 2 LP K-1 | 1 | $1,580 |
| SHELBOURNE CONN K-1 | 1 | $49,642 |
| SHELBOURNE JERSEY K-1 | 1 | $40,556 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $173,411 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $173,411 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| CNC ASSOCIATES | ||||||
| 1 | 101 KENTILE ROAD | SOUTH PLAINFIELD | NJ | 07080 | $11,250 | Yes (X) |
| REGISTER LITHOGRAPHERS LTD | ||||||
| 2 | 1155 BLOOMFIELD AVENUE | CLIFTON | NJ | 07012 | $500,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS -BANKUNITED INC | $125,000 | $69,753 |
| MERRILL LYNCH SECURITES=SEE ATTACHED | $763,329 | $683,983 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN CFP 2, LP K-1 | AT COST | ||
| SHELBOURNE JERSEY PARTNERS, LLC | AT COST | $427,846 | $500,000 |
| REAL ESTATE JERSEY CITY | AT COST | $480,559 | $500,000 |
| SHELBOURNE CT EQUITIES LLC | AT COST | $495,799 | $500,000 |
| BROADWAY WEST PERRYVILLE LLC | AT COST | $450,000 | $450,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $11 | $11 |
| FILING FEES | $250 | $250 |
| INVESTMENT ADVISORY FEES | $10,931 | $10,931 |
| MISC. EXPENSE | $81 | $81 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| BROADWAY WEST ASSOC K-1 | -$20,911 | -$20,911 | |
| CFP 2 LP K-1 | $1,580 | $5,693 | -$4,113 |
| SHELBOURNE CONN K-1 | $49,642 | $49,561 | |
| SHELBOURNE JERSEY K-1 | $40,556 | $40,556 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENTS FOR COST BASIS - K1 ENDING BALANCES | Desc |
| Amt | $81,208 | Amt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOSHE ELIMELECH KERN REISEL | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | NONE | InsiderRelationshipTxt |
| Loan Original | $100,000 | LoanOriginalAmt |
| Balance Due | $22,600 | BalanceDueAmt |
| Interest | 0.0000 | InterestRt |
| Security Provided Borrower | N/A | SecurityProvidedBorrowerTxt |
| Loan Purpose | LOAN TO A 501(C)(3) ORGANIZ | LoanPurposeTxt |
| Lender Consideration | N/A | LenderConsiderationDesc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $950 | NetInvestmentIncomeAmt |
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