JFI CHARITABLE TR: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201543209349101479
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T11:44:15-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223340257 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID WILSCHANSKI CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JFIC | BusinessNameControlTxt |
| Phone | 7325312562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| 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 | $9,557,693 | 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 |
| Interest On Sav Rev And Expnss | $4,435 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,435 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,623 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,623 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $383,017 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,017,542 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $383,017 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $396,075 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $396,075 | 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 | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $12,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,757 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,816 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,573 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,816 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,451,186 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,451,186 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,484,759 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,460,002 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,088,684 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $371,318 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,715,879 | CashBOYAmt |
| Cash EOY | $172,607 | CashEOYAmt |
| Cash EOYFMV | $172,607 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,448,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,988,898 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,988,898 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $50,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $50,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $50,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $479,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $343,479 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $346,188 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,643,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,554,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,557,693 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $10,643,668 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,554,984 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,643,668 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,554,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,643,668 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,554,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,643,668 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,088,684 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,554,984 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,554,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HESS | P | 2012-06-05 | 2014-01-15 | $794,480 | $449,193 | $345,287 | $345,287 |
| HESS | P | 2014-11-28 | 2014-12-19 | $392,342 | $398,559 | -$6,217 | -$6,217 |
| BOEING | P | 2014-07-25 | 2014-10-24 | $2,830,720 | $2,786,773 | $43,947 | $43,947 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $383,017 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $419,685 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,266,250 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040880 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $495,707 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,718,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.056854 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $105,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,792,680 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.010733 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $426,378 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,939,550 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042897 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $42,092 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,623,063 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.004374 | DistributionYr5Rt |
| Total Distribution | 0.155738 | TotalDistributionRt |
| Average Distribution | 0.031148 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,507,406 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $327,285 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,713 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $330,998 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,460,002 | 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 | $3,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,713 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,397 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $5,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,397 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,684 | OverpaymentAmt |
| Applied To ES Tax | $2,684 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325312562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1Txt |
| City | LAKEWOOD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08701 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH INY | ||||||||
| 600 THREE ISLAND BLVD APT 307B | HALLANDALE | FL | 33009 | TRUSTEE | 10.00 | $0 | $0 | $0 |
| NAAVA ZAFRANI | ||||||||
| 108 FREEMAN RD | LAKEWOOD | NJ | 08701 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| DAVID INY | ||||||||
| 3400 OLYMPIA AVE | BALTIMORE | MD | 21215 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SUPPORT OF S 501(C)(3) EXEMPT ORGANIZATIONS | Description1Txt |
| Expenses1 | $1,460,402 | Expenses1Amt |
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 | $308,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,358,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,667,417 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,667,417 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $160,011 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,507,406 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $525,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $525,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,713 | TotalTaxAmt |
| Distributable Before Adj | $521,657 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $521,657 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $521,657 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,460,002 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,460,002 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,713 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,456,289 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $521,657 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $495,709 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,460,002 | QualifyingDistributionsAmt |
| Applied To Year1 | $495,709 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $521,657 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $442,636 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $442,636 | 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 | $442,636 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $442,636 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH INY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | CityRecipientForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF KOL YEHUDA | |||||||||||
| 76 S CENTRAL AVE SUITE 2A | VALLEY STREAM | NY | 11580 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $400 | ||||
| AGUDAT ISRAEL OF BORO PARK | |||||||||||
| 1561 50 ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| AHI EZER | |||||||||||
| 2433 OCEAN PARKWAY | BALTIMORE | NY | 11235 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $527 | ||||
| BAIS KAILA | |||||||||||
| 1 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $8,000 | ||||
| BAIS BINYOMIN ACADEMY | |||||||||||
| 132 PROSPECT | STAMFORD | CT | 06901 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $260 | ||||
| BEIT MIDRASH & MESIVTA OF BALTIMORE | |||||||||||
| 6823 OLD PIMLICO RD | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | ||||
| EZER MIZION | |||||||||||
| 1281 49 ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| BEIT MEDRASH NETEVE EZRA | |||||||||||
| 1930 HALLANDALE BLVD | HALLANDALE | FL | 33009 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $282 | ||||
| CONG BEIT YAAKOV OF BALTIMORE | |||||||||||
| 3615 7 MILE LN | BALTIMORE | MD | 21208 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| CONGREGATION BNEI YESHIVA | |||||||||||
| 728 SHREWSBURY AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $6,000 | ||||
| DEAL SYNAGOGUE | |||||||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| FRIENDS OF OHR HAHAYIM | |||||||||||
| 1630 E 8 ST | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | ||||
| HANUN VERAHUM | |||||||||||
| BROOKLYN | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| ILAN MOR KOLLEL | |||||||||||
| DEAL | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $251 | ||||
| KAHAL JOSEPH CONG | |||||||||||
| 10505 SANTA MONICA BLVD | LOS ANGELES | CA | 90025 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $326 | ||||
| KHAL BNEI TORAH | |||||||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,409,115 | ||||
| MIDRASH BEIT NOSSI | |||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ISRAEL | ISRAEL | IS | |||||
| AMERICAN FRIENDS OF MISHKAN MEIR | |||||||||||
| 1274 49 ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,853 | ||||
| OHR HALACHA | |||||||||||
| 1414 52 ST | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| MEIR PANIM LACHAYAL | |||||||||||
| 383 KINGSTON AVE STE 80 | BROOKLYN | NY | 11213 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ||||
| MIDRASH BEN ISH HAI | |||||||||||
| 9713 64TH RD | REGO PARK | NY | 11374 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $540 | ||||
| OHEL SIMHA | |||||||||||
| 295 PARK AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| OHEL YAACOV CONGREGATION | |||||||||||
| POB 243 | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $978 | ||||
| OSS | |||||||||||
| BROOKLYN | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | ||||
| RAV PE'ALIM INSTITUTIONS | |||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | 2 REUVEN GAMZON ST | JERUSALEM | IS | |||||
| SEPHARDIC KOLLEL OF LONG BRANCH | |||||||||||
| 213 LENOX AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,339 | ||||
| SHAAREI TORAH | |||||||||||
| 1202 AVE P | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| SEPHARDIC CONGREGATION OF HALLANDALE | |||||||||||
| 1930 E HALLANDALE BEACH BLVD | HALLANDALE | FL | 33009 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $804 | ||||
| SEPHARDIC TORAH CENTER | |||||||||||
| 213 LENOX AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $52 | ||||
| THE SHELLY COHEN BRIDAL GEMACH | |||||||||||
| 123 MONMOUTH RD | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| SPECIAL ED ACADEMY OF DEAL | |||||||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| TORAH INSTITUTE OF BALTIMORE | |||||||||||
| 35 ROSEWOOD LN | OWINGS MILLS | MD | 21117 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,000 | ||||
| VAAD MISHMERET MITZVOT | |||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,000 | 5773 FERRIER 206 | QUEBEC | CA | MONTREAL | ||||
| YAD RACHEL | |||||||||||
| 902 E CTY LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | ||||
| YESHIVA AND MESIVTA OF BROOKLYN | |||||||||||
| BROOKLYN | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | ||||
| YESHIVAT ATERET TORAH | |||||||||||
| 1750 E 4 ST | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | ||||
| BEIT EDMOND SAFRA SYNAGOGUE | |||||||||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $108 | ||||
| YESHIVAT KETER TORAH | |||||||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $201 | ||||
| YISHAI | |||||||||||
| VARIOUS | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $750 | ||||
| VARIOUS 501(C)(3) ORGANIZATIONS | |||||||||||
| VARIOUS | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,491 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,451,186 | 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 | $4,435 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,623 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $383,017 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $396,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $396,075 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $10,000 | Amt |
| Net Investment Income | $10,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SH LDK | $36,543 | $1,000 |
| 4500 SH HESS | $294,748 | $332,190 |
| 100 SH BOEING | $12,188 | $12,998 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES FOR CHARITABLE PURPOSE | $8,816 | $0 | $8,816 |
| BANK CHARGES | $24 | $24 | $0 |
| OFFICE EXPENSES | $2,733 | $2,733 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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