NUBIR CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NUBIR CHARITABLE FOUNDATION (EIN 20-2055991)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-15
- IRS object ID
- 201521979349100307
- Schema version
- 2014v5.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-15T10:40:27-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112999103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055991 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NUBIR CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NUBI | BusinessNameControlTxt |
| Phone | 7188510218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SOLOMON RUBIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188510218 | PhoneNum |
| Signature | 2015-07-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY SCHECHTER | PreparerPersonNm |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | PhoneNum |
| Preparation | 2015-07-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,464,773 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,228 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,228 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $163,007 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $594,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $163,007 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $567,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $167,251 | 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 | $1,770 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,373 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $123 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,425 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,425 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,568 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,298 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $395,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $395,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,868 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,298 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,300 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $166,383 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,953 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $303,534 | CashBOYAmt |
| Cash EOY | $481,913 | CashEOYAmt |
| Cash EOYFMV | $481,913 | CashEOYFMVAmt |
| Corporate Stock BOY | $261,624 | CorporateStockBOYAmt |
| Corporate Stock EOY | $418,835 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $471,894 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $95,500 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $95,500 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $657,382 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $392,675 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $415,466 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,222,540 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,388,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,464,773 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,222,540 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,388,923 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,222,540 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,222,540 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,388,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,222,540 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $166,383 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,388,923 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,388,923 | 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2014-01-02 | 2014-04-03 | $5,026 | $4,826 | $200 | $200 |
| WELLS FARGO | P | 2012-12-19 | 2014-04-03 | $7,915 | $5,852 | $2,063 | $2,063 |
| WELLS FARGO | P | 2011-12-22 | 2014-04-03 | $528,669 | $421,164 | $107,505 | $107,505 |
| YEDID ADVANTAGE FUND | P | 2014-01-01 | 2014-12-31 | $53,039 | $53,039 | $53,039 | |
| CAPITAL GAINS DIVIDENDS | P | $200 | $200 | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $163,007 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $434,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $977,337 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.444651 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $137,410 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $898,005 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.153017 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $225,489 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,000,866 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.225294 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $61,230 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $894,989 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068414 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $116,351 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $764,498 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.152193 | DistributionYr5Rt |
| Total Distribution | 1.043569 | TotalDistributionRt |
| Average Distribution | 0.208714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,004,620 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $209,678 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,650 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,328 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,300 | 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 | $1,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,206 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,206 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $464 | TaxDueAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SOLOMON RUBIN | IndividualWithBooksNm |
| Phone | 7188510218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 |
|---|---|---|---|---|---|---|---|---|
| SOLOMON RUBIN | ||||||||
| 1466 59TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| BAILA RUBIN | ||||||||
| 1466 59TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 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 | $860,472 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $159,447 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,019,919 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,019,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,299 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,004,620 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $50,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $50,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,650 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,650 | TotalTaxAmt |
| Distributable Before Adj | $48,581 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,581 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,581 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,300 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $395,300 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,650 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $393,650 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,581 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $78,484 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,959 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,168 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $94,374 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $388,099 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $756,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,300 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,581 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $346,719 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,102,803 | 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 | $78,484 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,024,319 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,959 | ExcessFromYear4Amt |
| Excess From Year3 | $176,168 | ExcessFromYear3Amt |
| Excess From Year2 | $94,374 | ExcessFromYear2Amt |
| Excess From Year1 | $388,099 | ExcessFromYear1Amt |
| Excess From Current Year | $346,719 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIDEI ZION | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE;LISTTOTAL 0 | $135,000 |
| BNOS ZION OF BOBOV | |||||||
| 5000 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250,000 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $500 |
| CHEISHEK SHLOMO | |||||||
| 1729 45TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,500 |
| CONGREGATION AHAVAS TZDOKAH VCHESED | |||||||
| 5323 12TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,800 |
| CONGREGATION SHAARIE ZION | |||||||
| 4715 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE;LISTTOTAL 2500 | $3,000 |
| MESIVTA EITZ CHAIM | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $2,500 |
| NSHEI BOBOV | |||||||
| 1742 46 ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $395,300 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,228 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $163,007 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $167,251 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $167,251 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SOLOMON RUBIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1466 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $1,770 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO - FIXED INCOME | BondNm |
| EOY Book Value | $95,500 | EOYBookValueAmt |
| EOYFMV | $95,500 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO - SECURITIES | StockNm |
| EOY Book Value | $418,835 | EOYBookValueAmt |
| EOYFMV | $471,894 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| WELLS FARGO- MUTUAL FUNDS | AT COST | $85,038 | $85,038 |
| YEDID ADVANTAGE FUND | AT COST | $208,641 | $203,327 |
| RUBICON PARTNERS | AT COST | $98,996 | $127,101 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,425 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,425 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| SOLOMON RUBIN | |||
| 1466 59TH STREET | BROOKLYN | NY | 11219 |
| LEIBEL RUBIN | |||
| 1441 59TH STREET | BROOKLYN | NY | 11219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FILING FEE | $250 | $0 | $0 |
| FOREIGN TAX PAID | $123 | $123 | $0 |
| FEDERAL TAX | $2,000 | $0 | $0 |
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