NVE SHALOM FOUNDATION INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- NVE SHALOM FOUNDATION INC (EIN 13-6168301)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-17
- IRS object ID
- 201403219349101045
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-17T10:52:42-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHEN & SCHAEFFER PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 LEXINGTON AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10170 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136168301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % N'VE SHALOM FOUNDATION INC | InCareOfNm |
| Business Name Control | NVES | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 FIFTH AVE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY SHALOM | PersonNm |
| Person Title | PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2129726490 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL HIRSHAN | PreparerPersonNm |
| PTIN | P00360623 | PTIN |
| Phone | 2129726490 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,077,877 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $126 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $126 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $58,495 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $58,495 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$2,468 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $638,476 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $46,810 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $47,377 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $102,963 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $105,998 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $8,010 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $8,010 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,758 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,284 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $890 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $861 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,658 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,294 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $861 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $97,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $97,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,658 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,294 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $97,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,704 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $258,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $250,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $250,107 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $4,300 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $4,300 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $4,300 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $4,300 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,828,117 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,651,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,372,426 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $175,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $175,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $175,000 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | -$85,379 | OtherAssetsBOYAmt |
| Other Assets EOY | $94,496 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $276,044 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,180,046 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,175,351 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,077,877 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $2,180,046 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,175,351 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,180,046 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,351 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,180,046 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,175,351 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,180,046 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,175,351 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,175,351 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 SHS COHEN & STEERS MLP INCOME & ENERGY OPP FUND | P | 2013-03-28 | 2013-06-25 | $193,817 | $197,192 | -$3,375 | -$3,375 |
| .098 SHS SILVER BAY REALTY TRUST | P | 2013-04-24 | 2013-04-24 | $2 | $2 | ||
| 8000 SHS WELLS FARGO CAPITAL XII | P | 2008-03-12 | 2013-03-15 | $200,000 | $200,000 | ||
| 1650 SHS BANK OF AMERICA 8.2% PFD | P | 2008-05-21 | 2013-05-01 | $41,250 | $41,250 | ||
| 6400 SHS ALLIANZ SE 8.375% PFD | P | 2008-06-04 | 2013-06-17 | $160,000 | $160,000 | ||
| 1700 SHS JP MORGAN CHASE 8.625% PFD | P | 2008-08-14 | 2013-09-03 | $42,500 | $42,500 | ||
| CAPITAL GAIN DIVIDENDS | P | $907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,468 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $133,693 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,943,198 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.068801 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $92,801 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,971,907 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047062 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,301 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,005,341 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04503 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $149,615 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,820,419 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.082187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $119,098 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,020,681 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05894 | DistributionYr5Rt |
| Total Distribution | 0.30202 | TotalDistributionRt |
| Average Distribution | 0.060404 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,993,024 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $120,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $937 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $121,324 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $97,861 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,874 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,874 | SubtotalAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $4,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $27 | EsPenaltyAmt |
| Overpayment | $2,099 | OverpaymentAmt |
| Applied To ES Tax | $2,099 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | N'VE SHALOM FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125327911 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 411 FIFTH AVE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10016 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| HENRY SHALOM | ||||||
| 411 FIFTH AVE | NEW YORK | NY | 10016 | PRES. & TREAS. | 0 | $0 |
| ISAAC G SHALOM | ||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | SECRETARY | 0 | $0 |
| ELLIOT SHALOM | ||||||
| 625 BROADWAY 11TH FL | NEW YORK | NY | 10012 | V.P. | 0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NOT APPLICABLE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,508,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $302,305 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $212,903 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,023,375 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,023,375 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,351 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,993,024 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,874 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,874 | TotalTaxAmt |
| Distributable Before Adj | $97,777 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,777 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,777 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $97,861 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $97,861 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $97,861 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,777 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,323 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,242 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $38,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $119,512 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $97,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $97,777 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $84 | RemainingDistriFromCorpusAmt |
| Total Corpus | $119,596 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $20,323 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $99,273 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,242 | ExcessFromYear4Amt |
| Excess From Year1 | $38,947 | ExcessFromYear1Amt |
| Excess From Current Year | $84 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| OZAR HATORAH INC | |||||||
| 1400 BROADWAY | NEW YORK | NY | 10018 | NONE | PC | EDUCATIONAL | $63,000 |
| MERKAZ HATORAH | |||||||
| 10 W 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | CHARITY | $5,000 |
| SAFE | |||||||
| PO BOX 230060 | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $7,500 |
| EXCEED NETWORK | |||||||
| 379 KINGS HIGHWAY | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $2,600 |
| ECHO NATIONAL JEWISH INSTITUTE FOR HEALTH | |||||||
| 295 W RTE 59 | SPRING VALLEY | NY | 10977 | NONE | PC | CHARITY | $2,400 |
| KEREN HAYESHIVOT TRUST | |||||||
| 1954 EAST 5TH STREET | BROOKLYN | NY | 11223 | NONE | PC | CHARITY | $1,800 |
| YESHIVA GEDOLEH OF BAYONNE | |||||||
| 735 AVE C | BAYONNE | NJ | 07002 | NONE | PC | CHARITY | $500 |
| NVE ERETZ | |||||||
| 1617 EAST 23RD STREET | BROOKLYN | NY | 11229 | NONE | PC | CHARITY | $1,500 |
| OR HACHAIM | |||||||
| 33 34TH ST | BROOKLYN | NY | 11232 | NONE | PC | CHARITY | $3,600 |
| MIRRER YESHIVA CENTRAL INSTITUTE | |||||||
| 1791 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | PC | EDUCATIONAL | $4,100 |
| SYNAGOGUE OF DEAL | |||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PC | CHARITY | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $97,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $126 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $58,495 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $47,377 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$2,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSSES FROM PARTNERSHIPS | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$567 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$567 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $103,530 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $102,963 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BONDS | BondNm |
| EOY Book Value | $175,000 | EOYBookValueAmt |
| EOYFMV | $175,000 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALPINE TOTAL DYNAMIC DIV FD | $138,600 | $29,037 |
| BLACKROCK INTL GROWTH & INC TR | $120,929 | $92,357 |
| CIFC CORP. | $216,200 | $11,670 |
| EATON VANCE TAX-MANAGED OPP FD | $30,055 | $53,939 |
| EATON VANCE TAX-MANAGED GLOBAL | $89,354 | $143,400 |
| HENDERSON GL-EUROPEAN FOCUS FD | $239,966 | $260,498 |
| ING GLOBAL EQ DIV & PRM OPP FD | $46,900 | $28,640 |
| NUVEEN EQ PREM ADVANTAGED FD | $57,275 | $63,200 |
| BLACKROCK ENHANCED CAPITAL & I | $57,652 | $42,705 |
| DEUTSCHE BANK 8.05% CONT CAP T | $200,000 | $213,600 |
| VISA INC | $4,400 | $22,268 |
| CHIMERA INVESTMENT CORP | $55,463 | $45,725 |
| BLACKROCK RES & COMMODIT STRAT | $48,000 | $28,975 |
| CYS INVESTMENTS INC. | $26,771 | $16,302 |
| TWO HARBORS INVT CORP | $76,336 | $67,744 |
| FIRST REPUBLIC NON-CUM E 7% | $100,000 | $102,720 |
| SILVER BAY REALTY TRUST | $3,547 | $2,926 |
| TOL STEPS ISSUES BAC CPN 8% | $140,000 | $146,720 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ROYAL PROMENADE LLC | -$85,379 | -$78,345 | $120,000 |
| CVR REFINING LP | $0 | $77,604 | $58,812 |
| KINDER MORGAN ENERGY PTNRS LP | $0 | $19,120 | $20,972 |
| NORTHERN TIER ENERGY LP | $0 | $76,117 | $76,260 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK CHARGES | $217 | $217 |
| MISCELLANEOUS | $33 | $4 |
| POSTAGE & DELIVERY | $140 | $140 |
| NYS FILING FEES | $500 | $500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INCOME FROM PARTNERSHIP-ROYAL PROMENADE | ||
| EIN: 13-4119440 | $47,377 | $47,377 |
| INCOME FROM KINDER MORGAN ENERGY PARTNER | ||
| EIN: 76-0380342 | -$1,452 | |
| INCOME FROM NORTHERN TIER ENERGY LP | ||
| EIN: 80-0763623 | -$947 | |
| INCOME FROM CVR REFINING LP | ||
| EIN: 37-1702463 | $1,832 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL, STATE & FOREIGN TAXES | CategoryTxt |
| Amt | $1,758 | Amt |
| Net Investment Income | $4,284 | NetInvestmentIncomeAmt |