JFI CHARITABLE TR: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201643209349101579
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T11:41:47-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WILSCHANSKI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFIC | BusinessNameControlTxt |
| Phone | 9544542384 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THREE ISLAND BLVD 307B | AddressLine1Txt |
| City | HALLANDALE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2016-11-15 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| 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 | $8,696,571 | 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 | $2,895 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,895 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,426 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,426 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,609 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,470,723 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | -$4,288 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,321 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,847 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,249 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,597 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,598 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,249 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,554 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $422,151 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,598 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $405,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$426,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,723 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $172,607 | CashBOYAmt |
| Cash EOY | $265,387 | CashEOYAmt |
| Cash EOYFMV | $265,387 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,988,898 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,204,320 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,204,320 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $50,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $343,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,607,582 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,175,608 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,256 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,256 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,554,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,128,545 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,696,571 | 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 | $9,554,984 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,128,545 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,554,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,128,545 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,554,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,128,545 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,554,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$426,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,128,545 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,128,545 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOEING | P | 2014-10-22 | 2015-08-07 | $14,196 | $12,188 | $2,008 | $2,008 |
| HESS | P | 2014-12-15 | 2015-07-16 | $419,027 | $428,527 | -$9,500 | -$9,500 |
| INTREXON | P | 2015-04-02 | 2015-07-16 | $55,491 | $44,616 | $10,875 | $10,875 |
| ZIOP-CASH IN LIEU | P | 2015-06-09 | 2015-06-15 | $1 | $1 | $0 | $0 |
| BONDS | P | 2015-01-02 | 2015-06-24 | $3,982,008 | $4,000,000 | -$17,992 | -$17,992 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,609 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,456,289 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,507,406 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.138596 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $419,685 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,266,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040880 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $495,707 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,718,933 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056854 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $105,101 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,792,680 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.010733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $426,378 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,939,550 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042897 | DistributionYr5Rt |
| Total Distribution | 0.289960 | TotalDistributionRt |
| Average Distribution | 0.057992 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,159,501 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $531,178 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $17 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $531,195 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $405,803 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $34 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $34 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,684 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,684 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,650 | OverpaymentAmt |
| Applied To ES Tax | $2,650 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9544542384 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THREE ISLAND BLVD 307B | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH INY | ||||||||
| 600 THREE ISLAND BLVD APT 307B | HALLANDALE | FL | 33009 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| RACHEL INY | ||||||||
| 600 THREE ISLAND BLVD APT 307B | HALLANDALE | FL | 33009 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $407,678 | Expenses1Amt |
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 | $2,716,202 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,582,784 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,298,986 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,298,986 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $139,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,159,501 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $457,975 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $457,975 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $34 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $34 | TotalTaxAmt |
| Distributable Before Adj | $457,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $457,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $457,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $405,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $405,803 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $405,803 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $457,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $442,636 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $442,636 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $405,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $405,803 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $52,138 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $52,138 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $390,498 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $390,498 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $390,498 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH INY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AHAVAT HAIM VACHESED | ||||||||||
| PO BOX 226 | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $401 | |||
| AMERICAN FRIENDS OF SCHECHUNAT HATIKVA | ||||||||||
| 737 WOODGATE AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $500 | |||
| AMERICAN FRIENDS OF KOL YEHUDA | ||||||||||
| 76 S CENTRAL AVE SUITE 2A | VALLEY STREAM | NY | 11580 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| AMERICAN FRIENDS OF YESHIVA AMALE TORAH | ||||||||||
| 4612 12TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 | |||
| BEIT MIDRASH TORAT CHAIM | ||||||||||
| 721 AUTH AVE | OAKHURST | NJ | 07755 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| BAIS KAILA | ||||||||||
| 1 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,000 | |||
| BEIT EDMOND SAFRA SYNAGOGUE | ||||||||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $108 | |||
| BEIT MEDRASH NETEVE EZRA | ||||||||||
| 1930 HALLANDALE BLVD | HALLANDALE | FL | 33009 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $931 | |||
| BET YAACOV OF JERSEY SHORE | ||||||||||
| PO BOX 577 | WEST LONG BRANCH | NJ | 07764 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| BNOS CHAIM | ||||||||||
| 22 KINGSFIELD DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $180 | |||
| CONGREGATION BNEI YESHIVA | ||||||||||
| 728 SHREWSBURY AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,550 | |||
| DEAL SYNAGOGUE | ||||||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $254 | |||
| CONG BEIT YAACOB | ||||||||||
| 3615 7 MILE LN | BALTIMORE | MD | 21208 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| HOCHMAT SHLOMO | ||||||||||
| 901 OCEAN AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| HANUN VERAHUM | ||||||||||
| BROOKLYN | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | |||
| LAKEWOOD CHEDER | ||||||||||
| 1210 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $21,610 | |||
| MEDRASH EMEK HATORAH | ||||||||||
| 395 KENT RD | HOWELL | NJ | 07731 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,000 | |||
| KHAL BNEI TORAH | ||||||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $302,541 | |||
| MIDRASH BEIT NOSSI | ||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ISRAEL | ISRAEL | IS | ||||
| OHR HACHAIM INC | ||||||||||
| 317 W 47TH ST | MIAMI BEACH | FL | 33140 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | |||
| SEPHARDIC BIKUR CHOLIM | ||||||||||
| 6500 52ND AVE S | SEATTLE | WA | 98118 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $201 | |||
| SEPHARDIC KOLLEL OF LONG BRANCH | ||||||||||
| 213 LENOX AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $137 | |||
| STC OF MARINE PARK | ||||||||||
| 1950 KIMBALL ST | BROOKLYN | NY | 11234 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | |||
| TIFERES BAIS YAAKOV | ||||||||||
| 613 OAK ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $10,200 | |||
| SPECIAL ED ACADEMY OF DEAL | ||||||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $225 | |||
| THE SHELLY COHEN BRIDAL GEMACH | ||||||||||
| 123 MONMOUTH RD | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $126 | |||
| TOMCHEI TZEDAKA | ||||||||||
| 625 FOREST AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,600 | |||
| YESHIVA ATERET TORAH | ||||||||||
| 901 QUENTIN RD | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| YESHIVA GEDOLA NAOS YAAKOV | ||||||||||
| 120 MAGNOLIA DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $6,000 | |||
| YESHIVA NACHLAS YISROEL | ||||||||||
| 1441 OAKWOOD AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $6,000 | |||
| YESHIVA SHAAREI ORAH | ||||||||||
| 2 KAKIAT LN | SPRING VALLEY | NY | 10977 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $21,200 | |||
| YESHIVAS MIR AFFILIATES | ||||||||||
| 22 WEBSTER AVE APT 6K | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,000 | |||
| YESHIVAT KETER TORAH | ||||||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $201 | |||
| YISHAI | ||||||||||
| VARIOUS | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $400 | |||
| YESHIVAT LEV AHARON | ||||||||||
| 10 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $500 | |||
| VARIOUS 501(C)(3)ORGANIZATIONS | ||||||||||
| VARIOUS | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,686 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,554 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,895 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,426 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,609 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,000 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$4,288 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$4,288 | TotalIncomeProducingActyAmt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SH LDK | $36,543 | $560 |
| 5025 SH HESS | $271,258 | $243,590 |
| 30000 SH INTREXON | $1,268,412 | $904,500 |
| 3244 SH ZIOP | $31,369 | $26,958 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED DIVIDENDS | Desc |
| EOY Book Value | $1,256 | EOYBookValueAmt |
| EOYFMV | $1,256 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES FOR CHARITABLE PURPOSE | $5,249 | $0 | $5,249 |
| BANK CHARGES | $24 | $24 | $0 |
| OFFICE EXPENSES | $7,390 | $7,390 | $0 |
| MISC | $184 | $184 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $1,000 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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