SHALOM ISH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHALOM ISH FOUNDATION (EIN 11-3405442)
- Tax period
- 2014-10-01 to 2015-09-30
- Filed
- 2015-11-03
- IRS object ID
- 201543079349100119
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-03T14:33:31-08:00 | ReturnTs |
| Tax Period End | 2015-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saul N Friedman & Company | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60th Street | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113405442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHALOM ISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 7182321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS FRIEDMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2015-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ben Kasirer CPA | PreparerPersonNm |
| PTIN | P00287646 | PTIN |
| Phone | 7182321111 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,994,618 | 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 | $25,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $38,477 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $38,477 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $38,477 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $216,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $516,532 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $216,242 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $119,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Adj Net Incm | $119,776 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $399,495 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $254,719 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $158,253 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $2,418 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,418 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,071 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,071 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,489 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,489 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $485,600 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $485,600 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $515,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,489 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $485,600 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$115,594 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $225,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $158,253 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,000 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $46,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $55,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $46,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $46,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,552,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,512,595 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,379,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,486,688 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,416,956 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,533,767 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,143,580 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,010,551 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,994,618 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,143,580 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,010,551 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,143,580 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,551 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,143,580 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,010,551 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,143,580 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$115,594 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,027,986 | SubtotalAmt |
| Other Decreases | $17,435 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,010,551 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $216,242 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $433,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,182,148 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.13630 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $401,639 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,121,208 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.12868 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $230,058 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,945,981 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.07809 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $350,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,139,159 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.11151 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $170,320 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,131,598 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05439 | DistributionYr5Rt |
| Total Distribution | 0.50897 | TotalDistributionRt |
| Average Distribution | 0.10179 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,156,056 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $321,268 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $323,520 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $485,600 | 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 | $2,252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,252 | SubtotalAmt |
| Tax Based On Investment Income | $2,252 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $42 | EsPenaltyAmt |
| Tax Due | $2,294 | TaxDueAmt |
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 |
| Form990 T Filed | false | 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 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7182321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| MORRIS FRIEDMAN | ||||||
| 1151 57TH STREET | BROOKLYN | NY | 11219 | Director | 0.00 | $0 |
| ABRAHAM FRIEDMAN | ||||||
| 30 ROOSEVELT AVE | LAKEWOOD | NJ | 08701 | Controller | 0.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,478,374 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $174,994 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,550,750 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,204,118 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,204,118 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,156,056 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $157,803 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $157,803 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,252 | TotalTaxAmt |
| Distributable Before Adj | $155,551 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $155,551 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $155,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $485,600 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $485,600 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $483,348 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $155,551 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $58,329 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $84,243 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $259,301 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $279,358 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $681,231 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $485,600 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $155,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $330,049 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,011,280 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,011,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $58,329 | ExcessFromYear4Amt |
| Excess From Year3 | $84,243 | ExcessFromYear3Amt |
| Excess From Year2 | $259,301 | ExcessFromYear2Amt |
| Excess From Year1 | $279,358 | ExcessFromYear1Amt |
| Excess From Current Year | $330,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| YESHIVA MESIFTA CHASAN SOFER | |||||||
| 1876 50TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $8,000 |
| BAIS YAKOV FAIGEH SCHONBERGER SCHOO | |||||||
| 1169 43RD STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $7,200 |
| YESHIVAS NOVOMINSK | |||||||
| 1690 60TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $17,200 |
| BAIS YAKOV TEACHERS SEMINARY | |||||||
| 4412 15TH AVENUE | BROOKLY | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $3,000 |
| CONGREGATION BETH EPHRAIM | |||||||
| 520 PROSPECT STREET | MAPLEWOOD | NJ | 07040 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $10,000 |
| YESHIVA OF KASHO - OHEL SHMUEL | |||||||
| 101 SPENCER STREET | BROOKLYN | NY | 11205 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $204,000 |
| IBF FOUNDATION | |||||||
| 1735 FORTY SEVENTH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR A CHARITABLE FOUNDATION TAX EXEMPT 501(C)(3) | $72,000 |
| BAIS TOVA | |||||||
| 555 OAK STREET | LAKEWOOD | NJ | 08701 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $3,600 |
| YESHIVA TORAS EMES | |||||||
| 55 JAMES STREET | LAKEWOOD | NJ | 08701 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $6,600 |
| BETH JACOB OF BORO PARK | |||||||
| 4412 15th AVENUE | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $4,000 |
| CONGREGATION YETEV LEV - SOUTH EIGH | |||||||
| 109 SOUTH EIGHTH STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $55,000 |
| KOLLEL OHEL YISOCHER | |||||||
| 1301 47TH St | Brooklyn | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $40,000 |
| RELIEF RESOURCES | |||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A KIDNEY DONOR PROGRAM ALTRUISTIC- TAX EXEMPT 501(C)(3) | $50,000 |
| KOLLEL OHEL YITZCHOK | |||||||
| 120 ALAN COURT | LAKEWOOD | NJ | 08701 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $485,600 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,477 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $216,242 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CFP 1 LP K-1 | 1 | $1,553 |
| CFP 2 LP K-1 | 1 | $69,785 |
| SHELBOURNE CONN K-1 | 1 | $21,075 |
| SHELBOURNE JERSEY K-1 | 1 | $27,363 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $374,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $374,495 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | PINNACLE REALTY OF NEW YORK LLC | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46-34 11TH STREET | AddressLine1Txt |
| City | LONG ISLAND CITY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $25,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS -BANKUNITED INC | $125,000 | $70,105 |
| MERRILL LYNCH SECURITES=SEE ATTACHED | $1,387,595 | $1,309,746 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN CFP 1, LP K-1 | AT COST | ||
| INVESTMENT IN CFP 2, LP K-1 | AT COST | $33,767 | $33,767 |
| SHELBOURNE JERSEY PARTNERS, LLC | AT COST | $418,364 | $500,000 |
| REAL ESTATE JERSEY CITY | AT COST | $500,000 | $500,000 |
| SHELBOURNE CT EQUITIES LLC | AT COST | $464,825 | $500,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VARIOUS AJUSTMENTS PER BROKERAGE STATEMENTS | Desc |
| Amt | $17,435 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $25 | $25 |
| FILING FEES | $250 | $250 |
| INVESTMENT EXPENSES | $6,712 | $6,712 |
| INVESTMENT ADVISORY FEES | $20,084 | $20,084 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| CFP 1 LP K-1 | $1,553 | $1,553 |
| CFP 2 LP K-1 | $69,785 | $69,785 |
| SHELBOURNE CONN K-1 | $21,075 | $21,075 |
| SHELBOURNE JERSEY K-1 | $27,363 | $27,363 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $2,418 | Amt |
| Net Investment Income | $2,418 | NetInvestmentIncomeAmt |
Comments