NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-10
- IRS object ID
- 201621319349101492
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T15:02:07-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & SCHAEFFER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10170 | 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 | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % N'VE SHALOM FOUNDATION INC | InCareOfNm |
| Business Name Control | NVES | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET Suite 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY SHALOM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2125327911 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HIRSHAN | PreparerPersonNm |
| PTIN | P00360623 | PTIN |
| Phone | 2125327911 | PhoneNum |
| Preparation | 2016-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,027,262 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $125 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $125 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $68,481 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,481 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $179,238 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,238 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $87,259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $81,446 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $175,103 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $169,290 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $7,376 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $7,376 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,491 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,173 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $551 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,418 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,549 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $178,253 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $178,253 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $196,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,549 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $178,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$21,568 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $156,741 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $256,854 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $248,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $248,059 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,300 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,300 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,300 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,693,565 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,688,611 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,350,519 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $69,292 | OtherAssetsBOYAmt |
| Other Assets EOY | $61,473 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $249,384 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,199,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,177,443 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,027,262 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,199,011 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,177,443 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,199,011 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,177,443 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,199,011 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,177,443 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,199,011 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$21,568 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,177,443 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,177,443 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 16,000 SHS BANK OF AMERICA CORP PFD STEP INCM LKD D R HORTON | 2014-08-14 | 2015-08-28 | $172,512 | $160,000 | $12,512 | $12,512 | |
| CAPITAL GAIN DIVIDENDS | $6,726 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,238 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $126,803 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,092,305 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.060604 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $97,861 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,993,024 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049102 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $133,693 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,943,198 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.068801 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $92,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,971,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047062 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $90,301 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,005,341 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04503 | DistributionYr5Rt |
| Total Distribution | 0.270599 | TotalDistributionRt |
| Average Distribution | 0.05412 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,077,804 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $112,451 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,567 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $114,018 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $178,753 | 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 | $1,567 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,567 | SubtotalAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,552 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,552 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,985 | OverpaymentAmt |
| Applied To ES Tax | $2,985 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125327911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET SUITE 602 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||
| 3 EAST 54TH STREET | NEW YORK | NY | 10022 | PRES. & TREAS. | 0 | $0 |
| ISAAC G SHALOM | ||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | SECRETARY | 0 | $0 |
| ELLIOT SHALOM | ||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | V.P. | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,586,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $270,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $252,929 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,109,446 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,109,446 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,077,804 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $103,890 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $103,890 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,567 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,567 | TotalTaxAmt |
| Distributable Before Adj | $102,323 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $102,323 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $102,323 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $178,753 | 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 | $178,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,567 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $177,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $102,323 | 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 Yr3 | $38,947 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,282 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $178,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $102,323 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $76,430 | RemainingDistriFromCorpusAmt |
| Total Corpus | $140,743 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $140,743 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $38,947 | ExcessFromYear3Amt |
| Excess From Year2 | $84 | ExcessFromYear2Amt |
| Excess From Year1 | $25,282 | ExcessFromYear1Amt |
| Excess From Current Year | $76,430 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| OZAR HATORAH INC | ||||||||
| 1400 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL | $101,000 | |
| AMERICAN FRIENDS OF MERKAZ HATORAH | ||||||||
| 10 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $5,000 | |
| SAFE FOUNDATION INC | ||||||||
| PO BOX 230060 | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $7,000 | |
| MAGEN DAVID YESHIVAH | ||||||||
| 2130 MACDONALD AVE | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $18,000 | |
| DSN COMMUNITY CENTER | ||||||||
| 244 NORWOOD AVENUE | OAKHURST | NJ | 07755 | NONE | PC | CHARITY | $1,001 | |
| KEREN HAYESHIVOT TRUST | ||||||||
| 1616 E 10TH ST | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $2,501 | |
| OHEL YAACOB CONGREGATION | ||||||||
| 4 OCEAN AVE | DEAL | NJ | 07723 | NONE | PC | CHARITY | $4,350 | |
| SYNAGOGUE OF DEAL | ||||||||
| 128 NORWOOD AVENUE | DEAL | NJ | 07723 | NONE | PC | CHARITY | $1,001 | |
| OR HACHAYIM | ||||||||
| 10 W 33RD ST | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $3,600 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | PC | CHARITY | $24,000 | |
| AMERICAN FRIENDS OF SHEHEBAR SEPHARDIC CENTER INC | ||||||||
| 34 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $6,000 | 2ND FLOOR |
| MIRRER YESHIVA CENTRAL INSTITUTE | ||||||||
| 1791-5 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $2,100 | |
| EXCEED NETWORK | ||||||||
| 379 KINGS HIGHWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $2,600 | |
| BET YAAKOV OF THE JERSEY SHORE | ||||||||
| 200 WALL STREET | WEST LONG BRANCH | NJ | 07764 | NONE | PC | CHARITY | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $178,253 | 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 | $125 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,481 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $81,326 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $19,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,813 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $169,290 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $175,103 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BONDS | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPINE TOTAL DYNAMIC DIV FD | $138,587 | $26,611 |
| BLACKROCK INTL GROWTH & INC TR | $108,169 | $70,886 |
| CIFC CORP. | $216,200 | $8,370 |
| EATON VANCE TAX-MANAGED OPP FD | $24,646 | $58,905 |
| EATON VANCE TAX-MANAGED GLOBAL | $89,936 | $139,742 |
| HENDERSON GL-EUROPEAN FOCUS FD | $243,503 | $250,373 |
| VOYA GLOBAL EQ DIV & PRM OPP | $46,512 | $22,400 |
| NUVEEN NASDAQ 100 DYN OVER FD | $55,845 | $68,008 |
| BLACKROCK ENHANCED CAPITAL & I | $55,306 | $44,173 |
| DEUTSCHE BANK 8.05% CONT CAP T | $200,000 | $217,280 |
| VISA INC | $4,400 | $31,020 |
| CHIMERA INVESTMENT CORP | $52,040 | $40,238 |
| BLACKROCK RES & COMMODIT STRAT | $45,780 | $17,775 |
| CYS INVESTMENTS INC. | $26,503 | $15,686 |
| TWO HARBORS INVT CORP | $76,336 | $59,130 |
| FIRST REPUBLIC NON-CUM E 7% | $100,000 | $111,240 |
| SILVER BAY REALTY TRUST | $3,455 | $2,866 |
| KINDER MORGAN INC DEL | $37,431 | $14,816 |
| BANK OF AMERICA CORP PFD | $0 | $0 |
| INTERNATIONAL PAPER CO | $42,467 | $37,700 |
| NEW RESIDENTIAL INVT COR | $71,495 | $60,800 |
| WELLS FARGO & CO PFD 6% NON | $50,000 | $52,500 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROYAL PROMENADE LLC | -$70,078 | -$63,917 | $120,000 |
| CVR REFINING LP | $67,703 | $58,400 | $49,218 |
| NORTHERN TIER ENERGY LP | $71,667 | $66,990 | $80,166 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| FILING FEES | $500 | $500 |
| MISCELLANEOUS | $51 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM PARTNERSHIP-ROYAL PROMENADE | ||
| EIN: 13-4119440 | $81,326 | $81,326 |
| INCOME FROM NORTHERN TIER ENERGY LP | ||
| EIN: 80-0763623 | $7,125 | $57 |
| INCOME FROM CVR REFINING LP | ||
| EIN: 37-1702463 | -$1,192 | $63 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOTES RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $4,300 | BalanceDueAmt |
| Interest | 0 | InterestRt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAXES | $4,950 | |
| STATE TAXES | $5,157 | $4,789 |
| FOREIGN TAXES | $384 | $384 |