RAK CHARITABLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RAK CHARITABLE FOUNDATION (EIN 20-0489700)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202513149349100921
- Schema version
- 2024v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:04:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200538555 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KOHLHAGEN NEIMAN & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 297 SOUTH WASHINGTON AVE - SUITE 2 | AddressLine1Txt |
| City | BERGENFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 076213789 | 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 | 200489700 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAK CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RAKC | BusinessNameControlTxt |
| Phone | 2013851100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ELYISE ROAD | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABRAHAM KATZ | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2025-11-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ISRAEL M NEIMAN CPA | PreparerPersonNm |
| PTIN | P00362553 | PTIN |
| Phone | 2013851100 | PhoneNum |
| Preparation | 2025-11-07 | PreparationDt |
| 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 | $357,376 | 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 | $229,816 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $745 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $745 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $23,479 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $198,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $151,135 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,040 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $151,880 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,150 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $10,100 | TaxesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $12,250 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $265,589 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $253,339 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,549 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $151,880 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,307 | CashBOYAmt |
| Cash EOY | $16,472 | CashEOYAmt |
| Cash EOYFMV | $16,465 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $206,689 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $215,800 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $206,689 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $206,689 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $122,244 | CorporateStockBOYAmt |
| Corporate Stock EOY | $132,222 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $132,222 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $2,051 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $379,402 | TotalAssetsBOYAmt |
| Total Assets EOY | $357,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $357,376 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $10,759 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,075 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $10,759 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,075 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $368,643 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $355,308 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $368,643 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $355,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $379,402 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $357,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $368,643 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,549 | ExcessRevenueOverExpensesAmt |
| Subtotal | $357,094 | SubtotalAmt |
| Other Decreases | $1,786 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $355,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| MODERNA | D | 2024-01-03 | $56,235 | $6,438 | $49,797 | $49,797 | |
| KKR | D | 2024-03-01 | $27,294 | $5,368 | $21,926 | $21,926 | 2017-06-02 |
| BLACKSTONE | D | 2024-04-15 | $28,120 | $3,408 | $24,712 | $24,712 | 2016-02-11 |
| JPMORGAN CHASE | D | 2024-08-15 | $14,802 | $7,050 | $7,752 | $7,752 | 2018-12-11 |
| PRUDENTIAL FINANCIAL | D | 2024-08-15 | $10,799 | $6,146 | $4,653 | $4,653 | 2020-09-23 |
| BLACKSTONE | D | 2024-09-12 | $28,836 | $3,040 | $25,796 | $25,796 | 2016-02-11 |
| AMAZON | D | 2024-12-13 | $17,132 | $9,831 | $7,301 | $7,301 | 2023-09-21 |
| BLACKSTONE | D | 2024-12-13 | $1,519 | $122 | $1,397 | $1,397 | 2016-02-11 |
| JPMORGAN CHASE | D | 2024-12-13 | $13,340 | $5,539 | $7,801 | $7,801 | 2018-12-11 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $151,135 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,111 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,111 | SubtotalAmt |
| Tax Based On Investment Income | $2,111 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,613 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,613 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,502 | OverpaymentAmt |
| Applied To ES Tax | $5,502 | 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 | ABRAHAM KATZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2013851100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 ELYISE RD | AddressLine1Txt |
| City | MONSEY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10952 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| ABRAHAM KATZ | ||||||||
| 8 ELYISE RD | MONSEY | NY | 10952 | PRESIDENT | 0.50 | $0 | $0 | $0 |
| RISA KATZ | ||||||||
| 8 ELYISE RD | MONSEY | NY | 10952 | VICE PRESIDE | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO AWARD GRANTS TO EXEMPT CHARITABLE ORGANIZATIONS WHO QUALIFY UNDER IRC SECTION 501(C)3 EXEMPT ORGANIZATION STATUS | Description1Txt |
| Expenses1 | $253,439 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,262 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $206,689 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $243,236 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $243,236 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,649 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $239,587 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,111 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,111 | TotalTaxAmt |
| Distributable Before Adj | $9,868 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $9,868 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $9,868 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $253,339 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $253,339 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,868 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $783,089 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $440,868 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $416,490 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,640,447 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $253,339 | QualifyingDistributionsAmt |
| Applied To Current Year | $9,868 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $243,471 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,883,918 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,883,918 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $783,089 | ExcessFromYear3Amt |
| Excess From Year2 | $440,868 | ExcessFromYear2Amt |
| Excess From Year1 | $416,490 | ExcessFromYear1Amt |
| Excess From Current Year | $243,471 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ABRAHAM KATZ | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VARIOUS SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | CHARITABLE | GrantOrContributionPurposeTxt |
| Amt | $253,339 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,339 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $745 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $23,479 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $24,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $24,224 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KATZ 2014 CLAT | |||||||
| 1 | 8 ELYSE RD | MONSEY | NY | 10952 | $24,492 | Yes (X) | Yes (X) |
| KATZ 2015 CLAT | |||||||
| 2 | 8 ELYSE RD | MONSEY | NY | 10952 | $31,138 | Yes (X) | Yes (X) |
| KATZ 2016 CLAT | |||||||
| 3 | 8 ELYSE RD | MONSEY | NY | 10952 | $29,995 | Yes (X) | Yes (X) |
| KATZ 2017 CLAT | |||||||
| 4 | 8 ELYSE RD | MONSEY | NY | 10952 | $19,270 | Yes (X) | Yes (X) |
| KFH LLC | |||||||
| 5 | 8 ELYSE RD | MONSEY | NY | 10952 | $124,921 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | AMAZON.COM INC 75 @ 228.97 | $17,173 | 2024-12-12 |
| 5 | BX 213 @ 172.42 | $36,725 | 2024-12-31 |
| 2 | BLACKSTONE 200 @ 146.5 | $29,300 | 2024-09-12 |
| 5 | MS 176 @ 125.72 | $22,127 | 2024-12-31 |
| 2 | BLACKSTONE 8 @ 190.3 | $1,522 | 2024-12-12 |
| 3 | JP MORGAN 55 @ 241.53 | $13,284 | 2024-12-12 |
| 4 | PRUDENTIAL FINANCIAL 95 @ 107.6 | $10,228 | 2024-02-21 |
| 5 | AAPL 164 @ 250.42 | $41,069 | 2024-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $2,150 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN 2746 EQUITIES | $99,921 | $99,921 |
| JP MORGAN 2746 FIXED INCOME | $32,301 | $32,301 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND | CategoryOrItemTxt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ORGANIZATION COST | $2,000 | $2,000 | $2,000 |
| DIVIDEND RECEIVABLE | $51 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCES | Desc |
| Amt | $1,786 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| LOANS PAYABLE | $2,000 | $2,000 |
| GRANT PAYABLE | $8,759 | |
| DIVIDEND PAYABLE | $75 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (8 entries)
| Balance DueBalanceDueAmt |
|---|
| CHAVIE KATZ |
| $20,000 |
| MEYER KOHN |
| $4,000 |
| GOLUMBECK |
| $6,700 |
| MENDY KATZ |
| $90,000 |
| RABBI GELLY |
| $12,600 |
| BORUCH ABRAMOFF |
| $21,389 |
| RIVKA KOHN |
| $50,000 |
| JAY RODIN |
| $2,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| IRS | $10,000 |
| NYS FILING FEES | $100 |
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