PELS TZEDEK TIRDOF INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PELS TZEDEK TIRDOF INC (EIN 87-1577067)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202513009349100851
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T09:26:47-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200708248 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PIVOT CPAS PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 PONTE VEDRA PARK DR ST 201 | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 871577067 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PELS TZEDEK TIRDOF INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PELS | BusinessNameControlTxt |
| Phone | 9043550355 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6538 COLLINS AVENUE UNIT 185 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FANNY KORMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9043550355 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER REYNOLDS | PreparerPersonNm |
| PTIN | P00336766 | PTIN |
| Phone | 9042802053 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,319,719 | 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 |
| Dividends Rev And Expnss | $398,557 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $389,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,030,699 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,370,663 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,030,699 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,429,256 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,419,736 | 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 |
| Legal Fees Rev And Expnss | $16,597 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,398 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,198 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,475 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,475 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $11,423 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,023 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,865 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $60,032 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $4,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $67,928 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,515,332 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,515,332 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,611,167 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $67,928 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,535,838 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,181,911 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,351,808 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,891,397 | CashBOYAmt |
| Cash EOY | $1,618,506 | CashEOYAmt |
| Cash EOYFMV | $1,618,506 | CashEOYFMVAmt |
| Corporate Stock BOY | $13,253,017 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,343,997 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,701,213 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $15,144,414 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,962,503 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,319,719 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $15,144,414 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,962,503 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,144,414 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,962,503 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,144,414 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,962,503 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,144,414 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,181,911 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,962,503 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,962,503 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| ML - 2251 - SHORT TERM NONCOVERED | P | $1,330,738 | $1,331,058 | -$320 | -$320 |
| ML - 2251 - LONG TERM COVERED | P | $1,174,343 | $1,176,000 | -$1,657 | -$1,657 |
| ML - 2272 - SHORT TERM NONCOVERED | P | $2,950,021 | $2,810,195 | $139,826 | $139,826 |
| ML - 2272 - SHORT TERM COVERED | P | $2,247 | $2,247 | $0 | $0 |
| ML - 2272 - LONG TERM COVERED | P | $4,577,836 | $3,635,953 | $941,883 | $941,883 |
| ML - 2318 - SHORT TERM NONCOVERED | P | $272 | $259 | $13 | $13 |
| JLL INCOME PROPERTY TRUST | P | $129,355 | $160,455 | -$31,100 | -$31,100 |
| BREIT CLASS I | P | $31,691 | $50,096 | -$18,405 | -$18,405 |
| KKR REAL ESTATE | P | $160,235 | $173,701 | -$13,466 | -$13,466 |
| CAPITAL GAINS DIVIDENDS | P | $13,925 | $13,925 | $13,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,030,699 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,790 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $18,790 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $18,790 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,480 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $24,480 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $48 | EsPenaltyAmt |
| Overpayment | $5,642 | OverpaymentAmt |
| Applied To ES Tax | $5,642 | 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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.PELSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER KORMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9043550355 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6538 COLLINS AVENUE UNIT 185 | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33141 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| FANNY KORMAN | ||||||||
| 6538 COLLINS AVENUE UNIT 185 | MIAMI BEACH | FL | 33141 | DIRECTOR/PRESIDENT | 2.00 | $0 | $0 | $0 |
| ROGER KORMAN | ||||||||
| 6538 COLLINS AVENUE UNIT 185 | MIAMI BEACH | FL | 33141 | DIRECTOR/TREASURER | 2.00 | $0 | $0 | $0 |
| SAMUEL J KORMAN | ||||||||
| 6538 COLLINS AVENUE UNIT 185 | MIAMI BEACH | FL | 33141 | DIRECTOR/SECRETARY | 2.00 | $0 | $0 | $0 |
| LILY KORMAN | ||||||||
| 6538 COLLINS AVENUE UNIT 185 | MIAMI BEACH | FL | 33141 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| BECKY KORMAN | ||||||||
| 6538 COLLINS AVENUE UNIT 185 | MIAMI BEACH | FL | 33141 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,229,555 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,803,863 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,033,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,033,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $225,501 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,807,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $740,396 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $740,396 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,790 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,790 | TotalTaxAmt |
| Distributable Before Adj | $721,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $721,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $721,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,535,838 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,535,838 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $721,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $281,934 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,143,334 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $705,102 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,130,370 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,535,838 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $721,606 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,814,232 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,944,602 | 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 | $5,944,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $281,934 | ExcessFromYear3Amt |
| Excess From Year2 | $1,143,334 | ExcessFromYear2Amt |
| Excess From Year1 | $705,102 | ExcessFromYear1Amt |
| Excess From Current Year | $3,814,232 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGAHOZO-SHALOM YOUTH VILLAGE INC | |||||||
| 234 5TH AVE 2ND FLOOR 209 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $50,000 |
| AMERICAN FRIENDS OF NATAL | |||||||
| 1120 AVE OF THE AMERICAS | NEW YORK | NY | 10036 | NONE | PC | CHARITABLE | $20,000 |
| BAMAH | |||||||
| 626 Q ST NW APT 2 | WASHINGTON | DC | 20001 | NONE | PC | CHARITABLE | $50,000 |
| ISRAEL TRAUMA COALITION CO PEF ENDOWMENT FUNDS | |||||||
| 630 3RD AVE 15TH | NEW YORK | NY | 10017 | NONE | PC | CHARITABLE | $10,000 |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH ST SUITE 900 | NEW YORK | NY | 10001 | NONE | PC | CHARITABLE | $30,000 |
| MAGEN DAVID ADOM | |||||||
| 20 W 36TH ST SUITE 1100 | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $2,500 |
| YOUNG JUDAEA CAMP TEL YEHUDAH INC | |||||||
| 575 8TH AVENUE 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE | $3,862,832 |
| YOUNG JUDAEA SPROUT LAKE CAMP | |||||||
| 6 SPROUT LAKE CAMP | VERBANK | NY | 12585 | NONE | PC | CONSTRUCTION | $220,000 |
| ZAKA | |||||||
| 1303-53RD ST 170 | BROOKLYN | NY | 11219 | NONE | PC | CHARITABLE | $5,000 |
| ISRAEL HEART2HEART | |||||||
| 1302 E LAS OLAS BLVD | FORT LAUDERDALE | FL | 33301 | NONE | PC | CHARITABLE | $10,000 |
| NEEMAN FOUNDATION USA | |||||||
| 867 BOYLSTON STREET 1342 | BOSTON | MA | 02116 | NONE | PC | MICHAEL BASE CAMP | $5,000 |
| RED TENT FUND | |||||||
| 2020 PENNSYLVANIA AVE NW STE 264 | WASHINGTON | DC | 20006 | NONE | PC | CHARITABLE | $200,000 |
| THE FORTY-NINE PERCENT | |||||||
| 3600 N DUKE ST STE 11426 | DURHAM | NC | 27704 | NONE | PC | CHARITABLE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,515,332 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $398,557 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,030,699 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,429,256 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,429,256 | 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 | TAX PREP FEE | CategoryTxt |
| Amt | $2,950 | Amt |
| Net Investment Income | $1,475 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,475 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $10,343,997 | EOYBookValueAmt |
| EOYFMV | $13,701,213 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL FEES | $4,797 | $2,398 | $2,398 |
| CONSULTING FEE | $11,800 | $0 | $11,800 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BROKER MANAGEMENT FEES & BANK FEES | $60,032 | $60,032 | $0 |
| MEMBERSHIP DUES - JF NETWORK | $4,833 | $0 | $4,833 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $4,023 | $4,023 | $0 |
| FEDERAL FEXES | $7,400 | $0 | $0 |
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