SHALOM ISH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SHALOM ISH FOUNDATION (EIN 11-3405442)
- Tax period
- 2012-10-01 to 2013-09-30
- Filed
- 2014-03-05
- IRS object ID
- 201420649349100602
- Schema version
- 2012v2.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-03-05T09:37:56-08:00 | Timestamp |
| Tax Period End Date | 2013-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saul N Friedman & Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 Fifteenth Avenue | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113405442 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHALOM ISH FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | co Saul N Friedman and Company | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHAL | NameControl |
| Phone | 7182321111 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 FIFTEENTH AVE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SAUL N FRIEDMAN | Name |
| Title | Director | Title |
| Date Signed | 2014-03-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Ben Kasirer CPA | Name |
| PTIN | P00287646 | PTIN |
| Phone | 7182321111 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 3354664 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 50000 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 68036 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 68036 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 68036 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 632130 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1963509 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 632130 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -82886 | OtherIncomeRevAndExpnss |
| Other Income Adj Net Incm | -82886 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 667280 | TotalRevenueAndExpenses |
| Total Net Investment Income | 700166 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | -14850 | TotalAdjustedNetIncome |
| Taxes Rev And Expnss | 761 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 761 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 761 | TaxesAdjNetIncm |
| Other Expenses Rev And Expnss | 13345 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 13345 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 13345 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 14106 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 14106 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 14106 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 408500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 408500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 422606 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 14106 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 14106 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 408500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 244674 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 686060 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOYFMV | 818586 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 9222 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 818586 | SavingsAndTempCashInvstEOY |
| Other Notes And Loans Receivable | 60000 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 60000 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 60000 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 60000 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 2549274 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1812465 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1865788 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 438171 | InvestmentsOtherBOY |
| Investments Other EOY | 610290 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 610290 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 3056667 | TotalAssetsBOY |
| Total Assets EOY | 3301341 | TotalAssetsEOY |
| Total Assets EOYFMV | 3354664 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 3056667 | UnrestrictedBOY |
| Unrestricted EOY | 3301341 | UnrestrictedEOY |
| Total Net Assets BOY | 3056667 | TotalNetAssetsBOY |
| Total Net Assets EOY | 3301341 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 3056667 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 3301341 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 3056667 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 244674 | ExcessOfRevenueOverExpenses |
| Subtotal | 3301341 | Subtotal |
| Total Net Assets Fund Balances EOY | 3301341 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 10 MORNINGSIDE RIDGE | P | 2001-01-01 | 2013-05-15 | 924276 | 337995 | 586281 | 586281 |
| BERNSTEIN -SCHEDULES ATTACHED | P | 2001-01-01 | 2012-09-30 | 1039233 | 993384 | 45849 | 45849 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 632130 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 230058 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2945981 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.07809 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 350036 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3139159 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.11151 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 170320 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3131598 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.05439 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 26000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 3521070 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.00738 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 150000 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 4567171 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.03284 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.28421 | TotalDistributionRatio |
| Average Distribution Ratio | 0.05684 | AverageDistributionRatio |
| Net Noncharitable Assets | 3121208 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 177419 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 6861 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 184280 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 408500 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 6861 | InvestmentIncomeExciseTax |
| Subtotal | 6861 | Subtotal |
| Tax Based On Investment Income | 6861 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 6500 | TaxPaidWithExtension |
| Total Credits And Payments | 6500 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 377 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL N FRIEDMAN & CO CPAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 7182321111 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6201 FIFTEENTH AVE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | SAUL N FRIEDMAN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 238 WILLOW TREE ROAD | AddressLine1 |
| City | MONSEY | City |
| State | NY | State |
| ZIP Code | 10952 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Director | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 2156330 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 476320 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 536089 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 3168739 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 3168739 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 47531 | CashDeemedCharitable |
| Net Noncharitable Assets | 3121208 | NetNoncharitableAssets |
| Minimum Investment Return | 156060 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 156060 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6861 | TaxBasedOnInvestmentIncome |
| Total Tax | 6861 | TotalTax |
| Distributable Amount Before Adj | 149199 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 149199 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 149199 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 408500 | ExpensesAndContributions |
| Qualifying Distributions | 408500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 6861 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 401639 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 149199 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 58329 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 84243 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 142572 | TotalExcessDistriCarryover |
| Qualifying Distributions | 408500 | QualifyingDistributions |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 149199 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 259301 | RemainingDistriFromCorpus |
| Total Corpus | 401873 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 401873 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 58329 | ExcessFromYear2 |
| Excess From Year1 | 84243 | ExcessFromYear1 |
| Excess From Current Year | 259301 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (17 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AM KOL CHAI | |||||||
| 175 MIDDLETON STREET | BROOKLYN | NY | 11206 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) | $50,000 |
| CONGREGATION TOLDOS YEHUDA | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $15,000 |
| CONGREGATION CHASIDEI VIZNITZ | |||||||
| 1231 51st STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $50,000 |
| KOLLEL MATEH EFRAIM | |||||||
| 1264 56TH STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $2,500 |
| YESHIVA OHR SHRAGE | |||||||
| 1102 AVENUE L | BROOKLYN | NY | 11230 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) | $10,000 |
| MAYAN YISROEL | |||||||
| 3307 AVENUE N | BROOKLYN | NY | 11234 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $20,000 |
| OHEL CHILDRENS HOME | |||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $18,000 |
| YESHIVA OF KASHO | |||||||
| 101 SPENCER STREET | BROOKLYN | NY | 11205 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $27,000 |
| CONGREGATION NACHLAS YAKOV | |||||||
| 1541 52ND STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $7,500 |
| 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 | $36,000 |
| AMERICAN FRIENDS OF VIZNITZ | |||||||
| 256 HEWES STREET | BROOKLYN | NY | 11211 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $50,000 |
| Khal B Lev Echod | |||||||
| 1448 56th St | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $1,800 |
| TALMUD TORAH MEVAKSHEI HASHEM | |||||||
| 3918 16TH AVENUE | BROOKLYN | NY | 11218 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION -EXEMPT 501(C)(3) SCHOOL | $3,600 |
| GAN YISROEL | |||||||
| 3905 15TH AVENUE | BROOKLYN | NY | 11218 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONALINSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $55,000 |
| CONGREGATION ADAS YEREIM | |||||||
| 27 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $20,600 |
| 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 | $26,500 |
| YESHIVAS NOVOMINSK | |||||||
| 1690 60TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 408500 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $68,036 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $632,130 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (4 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| MORNINGSIDE RIDGE-K1 2013 | 1 | -$76,791 |
| MORNINGSIDE RIDGE LLC K-1 | 1 | -$25,785 |
| CFP 2 LP K-1 Line 1 | 1 | $25,199 |
| CFP 1 LP K-1 LINE 1 | 1 | -$5,509 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $617,280 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 617280 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| CORP STOCKS- BERNSTEIN- SEE ATTACHED | 1687465 | 1804624 |
| FIDELITY INVESTMENTS -HERITAGE BANK | 125000 | 61164 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (6 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| BAYRIDGE BUILDING INVESTMENT | AT COST | 50000 | 50000 |
| OTHELLO HOLDINGS | AT COST | 43000 | 43000 |
| SHELBOURNE GROUP | AT COST | 500000 | 500000 |
| MORNINGSIDE RIDGE LLC K-1 | AT COST | ||
| INVESTMENT IN CFP 2, LP K-1 | AT COST | 12883 | 12883 |
| INVESTMENT IN CFP 1, LP K-1 | AT COST | 4407 | 4407 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| PREMIUMS PAID | 525 | 525 | 525 |
| OTHER EXPENSES | 202 | 202 | 202 |
| INVESTMENT ADVISORY FEES | 12368 | 12368 | 12368 |
| FILING FEES | 250 | 250 | 250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| MORNINGSIDE RIDGE-K1 2013 | -76791 | -76791 |
| MORNINGSIDE RIDGE LLC K-1 | -25785 | -25785 |
| CFP 2 LP K-1 Line 1 | 25199 | 25199 |
| CFP 1 LP K-1 LINE 1 | -5509 | -5509 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLong
Borrowers Name BorrowersName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Individual | MOSHE ELIMELECH KERN REISEL | Individual |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship To Insider | NONE | RelationshipToInsider |
| Original Amount Of Loan | 100000 | OriginalAmountOfLoan |
| Balance Due | 60000 | BalanceDue |
| Interest Rate | 0.0000 | InterestRate |
| Security Provided By Borrower | N/A | SecurityProvidedByBorrower |
| Purpose Of Loan | LOAN TO A 501(C)(3) ORGANIZ | PurposeOfLoan |
| Desc Of Lender Consideration | N/A | DescOfLenderConsideration |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | Category |
| Amount | $761 | Amount |
| Net Investment Income | 761 | NetInvestmentIncome |
| Adjusted Net Income | 761 | AdjustedNetIncome |
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