JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349102811
- Schema version
- 2015v2.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T16:21:41-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Eisenhower Parkway | AddressLine1Txt |
| City | Roseland | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07068 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSPEH J SITT | PersonNm |
| Person Title | Managing Member | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2016-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Rubin | PreparerPersonNm |
| PTIN | P01043481 | PTIN |
| Phone | 9733640400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,035,702 | 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 | $2,860,410 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $193 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $193 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $73 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $73 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$273 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,833 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,700 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,860,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,966 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $10,262 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $466 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $466 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $575,433 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $575,433 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $585,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $466 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $575,433 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,274,708 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,500 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,101,818 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $537,332 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $537,332 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,498,456 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,498,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,498,370 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,600,274 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,035,702 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,035,702 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $2,839,280 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $2,839,280 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $6,760,994 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,035,702 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,760,994 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,035,702 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,600,274 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,035,702 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,760,994 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,274,708 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,035,702 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,035,702 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | VECTOR GROUP LTD - 1102 SHARES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-11-05 | AcquiredDt |
| Sold | 2015-11-10 | SoldDt |
| Gross Sales Price | $25,833 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,133 | CostOrOtherBasisAmt |
| Gain Or Loss | $12,700 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $12,700 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,700 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $691,401 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,810,579 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $483,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,046,985 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053445 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $560,388 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,048,867 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061929 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $290,796 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,521,144 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.034126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $968,428 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,997,185 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.121096 | DistributionYr5Rt |
| Total Distribution | 0.34907 | TotalDistributionRt |
| Average Distribution | 0.069814 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,215,788 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $643,391 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $125 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $643,516 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $575,433 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $250 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $250 | SubtotalAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $250 | 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 |
| 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 | TAXPAYER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | 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 |
| 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 | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $857,760 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,498,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,356,130 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,356,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $140,342 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,215,788 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $460,789 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $460,789 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $250 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $250 | TotalTaxAmt |
| Distributable Before Adj | $460,539 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $460,539 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $460,539 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $575,433 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $575,433 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $575,433 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $460,539 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $968,428 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $290,796 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $560,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $483,515 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $691,401 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,994,528 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $575,433 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $575,433 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $460,539 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $460,539 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,109,422 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $507,889 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,601,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $290,796 | ExcessFromYear4Amt |
| Excess From Year3 | $560,388 | ExcessFromYear3Amt |
| Excess From Year2 | $483,515 | ExcessFromYear2Amt |
| Excess From Year1 | $691,401 | ExcessFromYear1Amt |
| Excess From Current Year | $575,433 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Friends Of Alyn | ||||||||
| 51 East 42nd Street Suite 308 | New York | NY | 10017 | None | Public Charity | Unrestricted | $1,000 | |
| American Friends Of Aram Soba | ||||||||
| 1501 East 7th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $5,200 | |
| American Friends Of Lev Aharon | ||||||||
| 1356 Broadway | New York | NY | 10018 | None | Public Charity | Unrestricted | $1,000 | |
| American Friends Of Rabin Medical Center | ||||||||
| 636 Broadway 218 | New York | NY | 10012 | None | Public Charity | Unrestricted | $5,000 | |
| Ateret Torah | ||||||||
| 29 West 56th Street | New York | NY | 10019 | None | Public Charity | Unrestricted | $1,000 | |
| Barkai Yeshivah | ||||||||
| 5302 21st Avenue | Brooklyn | NY | 11204 | None | Public Charity | Unrestricted | $1,000 | |
| Bikur Holim | ||||||||
| 2021 East 8th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Bnei Yitzhak | ||||||||
| PO Box 230201 | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $12,030 | |
| Bobbie's Place | ||||||||
| 1472 East 17th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $5,000 | |
| Chabad Israel Center Of The Upper East Side | ||||||||
| 419 East 77th Street | New York | NY | 10075 | None | Public Charity | Unrestricted | $2,000 | |
| Chai Lifeline | ||||||||
| 151 W 30th Street | New york | NY | 10001 | None | Public Charity | Unrestricted | $7,500 | |
| Chofetz Chaim Heritage Foundation | ||||||||
| 361 Spook Rock Road | Suffern | NY | 10901 | None | Public Charity | Unrestricted | $1,000 | |
| Cliff Avril Family Foundation Inc | ||||||||
| PO Box 610071 | Dallas | TX | 75261 | None | Public Charity | Unrestricted | $5,000 | |
| Congregation Benei Yakov | ||||||||
| c/o Marc Cohen | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $1,050 | |
| Congregation Chesed L'Avraham | ||||||||
| c/o NowZen Public Relations Attn | New York | NY | 10018 | None | Public Charity | Unrestricted | $29,000 | 589 8th Ave-9th Floor |
| Congregation Magen David Of West Deal | ||||||||
| 395 Deal Road | Ocean | NJ | 07712 | None | Public Charity | Unrestricted | $1,000 | |
| Congregation Shaare Zion | ||||||||
| 2030 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,650 | |
| Deal Endowment Fund | ||||||||
| 190 Norwood Avenue | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $1,800 | |
| DSN Community Center | ||||||||
| PO Box 174 | Oakhurst | NJ | 07755 | None | Public Charity | Unrestricted | $5,200 | |
| Edmond J Safra Synagogue of Deal | ||||||||
| 75 Hathaway Avenue | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $1,001 | |
| EJS Synagogue Of Deal | ||||||||
| 75 Hathaway Ave | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $2,000 | |
| Exceed Network | ||||||||
| 379 Kings Hwy | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,100 | |
| Hatzalah | ||||||||
| 186 Bethel Ave | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $2,000 | |
| Hatzalah Of The Jersey Shore | ||||||||
| PO Box 2333 | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $1,000 | |
| Hillel Yeshiva | ||||||||
| PO Box 2288 | Ocean | NJ | 077122288 | None | Public Charity | Unrestricted | $7,200 | |
| Ilan High School | ||||||||
| 82 Norwood Avenue Suite 3 | Deal | NJ | 077231375 | None | Public Charity | Unrestricted | $1,600 | |
| Jacob S Kassin Chesed Fund | ||||||||
| 1970 E 14 St | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $1,600 | |
| Keter Sion | ||||||||
| 1914 E8th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Kids VS Cancer | ||||||||
| 3401 Newark Street NW | Washington DC | DC | 20016 | None | Public Charity | Unrestricted | $1,000 | |
| Lighthouse Guild | ||||||||
| 15 West 65th Street | New York | NY | 10023 | None | Public Charity | Unrestricted | $1,000 | |
| Lottie's KitchenEzer Mizion | ||||||||
| 1281 49th Street | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $3,600 | |
| Lung Cancer Research Foundation | ||||||||
| 155 East 55th St Apt 6h | New York | NY | 10022 | None | Public Charity | Unrestricted | $1,000 | |
| Magen David Synagogue | ||||||||
| 2130 McDonald Avenue | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,001 | |
| Magen David Yeshivah | ||||||||
| 2130 McDonald Avenue | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $130,300 | |
| Mary Tawil Foundation | ||||||||
| 1832 East 8th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Maskeel El Dal | ||||||||
| 1845 East 5 Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,000 | |
| Mattan Basseter | ||||||||
| 580 Fifth Avenue Suite 623 | New York | NY | 10036 | None | Public Charity | Unrestricted | $1,000 | |
| Memorial Sloan Ketterting Cancer Center | ||||||||
| 1275 York Avenue | New York | NY | 10065 | None | Public Charity | Unrestricted | $2,000 | |
| Mikdash Eliyahu | ||||||||
| 2 Etherl Road Suite 205 A | Edison | NJ | 08817 | None | Public Charity | Unrestricted | $20,500 | |
| Mikdash Eliyahu | ||||||||
| 2 Etherl Road Suite 205 A | Edison | NJ | 08817 | None | Public Charity | Unrestricted | $13,600 | |
| Mirrer Yeshiva | ||||||||
| 1791 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Mitzvah Man Foundation Corp | ||||||||
| PO Box 290690 | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $2,300 | |
| Nesach Yisrael Institution | ||||||||
| 1890 East 5th Street Suite 3-H | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,200 | |
| Ohel Simcha Super Fund | ||||||||
| PO Box 2088 | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $3,000 | |
| Ohel Simha | ||||||||
| 100 West 33rd Street | New York | NY | 10001 | None | Public Charity | Unrestricted | $10,000 | |
| Ohr Meir Foundation | ||||||||
| 3023 Avenue J | Brooklyn | NY | 11210 | None | Public Charity | Unrestricted | $1,000 | |
| Orthopaedic Foundation | ||||||||
| 2777 Summer Street Suite 500 | Stamford | CT | 069054323 | None | Public Charity | Unrestricted | $5,000 | |
| Pesach TikvahDoor Of Hope | ||||||||
| 18 Middleton Street | Brooklyn | NY | 11206 | None | Public Charity | Unrestricted | $1,500 | |
| SAFE | ||||||||
| PO Box 230060 | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $18,000 | |
| Safe Foundation Inc | ||||||||
| PO Box 230060 | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,800 | |
| Sephardic Bikur Holim | ||||||||
| 200 Norwood Avenue | Oakhurst | NJ | 07755 | None | Public Charity | Unrestricted | $14,431 | |
| Sephardic Bikur Holim | ||||||||
| 425 Kings Highway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,800 | |
| Sephardic Community Center | ||||||||
| 1901 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,400 | |
| Sephardic Food Fund | ||||||||
| 8 West 40th Street 4th FL | New York | NY | 10018 | None | Public Charity | Unrestricted | $1,000 | |
| Sephardic Foundation For Torah Studies Inc | ||||||||
| 2 Ethel Road Suite 205a | Edison | NJ | 08817 | None | Public Charity | Unrestricted | $2,750 | |
| Sephardic Rabbinical College | ||||||||
| 1299 Main Street | Rahway | NJ | 07065 | None | Public Charity | Unrestricted | $100,000 | |
| SMBA 68 Trust Fund | ||||||||
| 2022 West Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,300 | |
| Synagogue of Deal | ||||||||
| 128 Norwood Avenue | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $8,510 | |
| The Kesher Organizations | ||||||||
| 600 Mamaroneck Avenue | Harrison | NY | 10528 | None | Public Charity | Unrestricted | $1,800 | |
| The New School | ||||||||
| 6 E 16th Street | New York | NY | 10003 | None | Public Charity | Unrestricted | $5,000 | |
| The Special Children's Center | ||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $18,000 | |
| Tiferet Torah | ||||||||
| 1741 East Third Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Torat Hanachal | ||||||||
| 799 E 3rd Street | Brooklyn | NY | 11218 | None | Public Charity | Unrestricted | $1,000 | |
| Venetian Heritage Inc | ||||||||
| 475 Park Avenue | New York | NY | 10022 | None | Public Charity | Unrestricted | $5,000 | |
| Yad Yosef | ||||||||
| 1032 Ocean Parkway | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $5,600 | |
| Yad Yosef | ||||||||
| 100 West 33rd Suite 1105 | New York | NY | 10001 | None | Public Charity | Unrestricted | $16,000 | |
| Yad Yosef | ||||||||
| 1032 Ocean Parkway | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,200 | |
| Yeshiva of Flatbush Chesed Fund | ||||||||
| 20 West 33rd Street 10th Floor | New York | NY | 10001 | None | Public Charity | Unrestricted | $1,000 | |
| Yeshiva Ohr Hameir | ||||||||
| 3023 Avenue J | Brooklyn | NY | 11210 | None | Public Charity | Unrestricted | $1,800 | |
| Yeshivat Ateret Torah | ||||||||
| 901 Quentin Road | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,000 | |
| Yeshivat Keter Torah | ||||||||
| 613 Apollo Road | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $5,000 | |
| YofChesed Trip | ||||||||
| 1501 East 7th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,200 | |
| Young Jewish Professionals | ||||||||
| 183 Nth Martel Suite 260 | Los Angeles | CA | 90036 | None | Public Charity | Unrestricted | $25,000 | |
| Total Donations Less than 1000 | ||||||||
| Various | Various | NY | 11223 | None | Public Charity | Unrestricted | $17,910 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $575,433 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $193 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $73 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$273 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$7 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7 | 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 Person | Joseph J Sitt | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 449 AVENUE T | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,860,410 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | Vector Group LTD - 1102 Shares | NoncashPropertyDesc |
| Fair Market Value | $26,106 | FairMarketValueAmt |
| Received | 2015-11-05 | ReceivedDt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $8,498,370 | BookValueAmt |
| EOYFMV | $8,498,370 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $105 | $105 |
| FILING FEES | $275 | $275 |
| FEDERAL TAX | $9,796 | |
| MISC EXPENSE | $86 | $86 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF FEDERAL TAXES OVERPAYMENT | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
Comments