JFI CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JFI CHARITABLE TR (EIN 22-6766865)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-27
- IRS object ID
- 201422399349100502
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-27T09:53:53-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 WEST KENNEDY BLVD | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | 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 | 226766865 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JFI CHARITABLE TRUST | BusinessNameLine1 |
| 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 | 555 MADISON AVE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH INY | PersonNm |
| Person Title | TTEE | PersonTitleTxt |
| Phone | 7325312562 | PhoneNum |
| Signature | 2014-08-27 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00845238 | PTIN |
| 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 | $11,008,975 | 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 | $2,000 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,771 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,771 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $51,344 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $51,344 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,017,823 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,640,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,017,823 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,072,938 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,070,938 | 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 |
| Legal Fees Rev And Expnss | $2,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,818 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,858 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,960 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $17,666 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,706 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,960 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $423,327 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $423,327 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $440,993 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,706 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $430,287 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $631,945 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,060,232 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,463 | CashBOYAmt |
| Cash EOY | $1,715,879 | CashEOYAmt |
| Cash EOYFMV | $1,715,879 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,934,195 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,448,382 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,448,382 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,057,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $479,407 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $844,714 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $10,011,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,643,668 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,008,975 | 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 | $10,011,723 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,643,668 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,011,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,643,668 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,011,723 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,643,668 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,011,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $631,945 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,643,668 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,643,668 | 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 |
|---|---|---|---|---|---|---|---|
| LDK SOLAR | P | 2011-09-08 | 2013-04-15 | $257,534 | $2,146,953 | -$1,889,419 | -$1,889,419 |
| HESS | P | 2013-07-01 | 2013-08-12 | $21,200 | $20,014 | $1,186 | $1,186 |
| HESS | P | 2012-05-14 | 2013-11-12 | $7,361,763 | $4,455,707 | $2,906,056 | $2,906,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,017,823 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $495,707 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,718,933 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056854 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $105,101 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,792,680 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.010733 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $426,378 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,939,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042897 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,092 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,623,063 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.004374 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $207,767 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,308,839 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022319 | DistributionYr5Rt |
| Total Distribution | 0.137177 | TotalDistributionRt |
| Average Distribution | 0.027435 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,266,250 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $281,655 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,602 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,257 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $430,287 | 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 | $10,602 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,602 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,602 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $12,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $12,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $1 | EsPenaltyAmt |
| Overpayment | $1,397 | OverpaymentAmt |
| Applied To ES Tax | $1,397 | 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7325312562 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVE | AddressLine1 |
| City | LAKEWOOD | City |
| State | NJ | State |
| ZIP Code | 08701 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 WILSCHANSKI | ||||||||
| 555 MADISON AVENUE | LAKEWOOD | NJ | 08701 | 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 | $428,287 | 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 | $6,535,862 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,886,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,422,589 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,422,589 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $156,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,266,250 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $513,313 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $513,313 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,602 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,602 | TotalTaxAmt |
| Distributable Before Adj | $502,711 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $502,711 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $502,711 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $430,287 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $430,287 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,602 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $419,685 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $502,711 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $423,285 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $430,287 | QualifyingDistributionsAmt |
| Applied To Year1 | $423,285 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $495,709 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF YESHIVAT TIFERET ZVI | ||||||||||
| 1146 55TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| BETH MEDRASH GOVOHA | ||||||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $3,018 | |||
| CONG BEIT YAAKOV OF BALTIMORE | ||||||||||
| 3615 7 MILE LN | BALTIMORE | MD | 21208 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $727 | |||
| DEAL SYNAGOGUE | ||||||||||
| 128 NORWOOD AVE | DEAL | NJ | 07723 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $250 | |||
| EDUCATION OPPORTUNITY FUND | ||||||||||
| 555 MADISON AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| AMERICAN FRIENDS OF KOL YEHUDA | ||||||||||
| 76 S CENTRAL AVE SUITE 2A | VALLEY STREAM | NY | 11580 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| AMERICAN FRIENDS OF YESHIVAS KODSHIM | ||||||||||
| 7901 21ST AVE | BROOKLYN | NY | 11214 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $12,500 | |||
| BAIS KAILA | ||||||||||
| 1 BAIS KAILA LN | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | |||
| BAIS YAAKOV SCHOOL | ||||||||||
| 277 JAMES ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,000 | |||
| BEIT MIDRASH & MESIVTA OF BALTIMORE | ||||||||||
| 6823 OLD PIMLICO RD | BALTIMORE | MD | 21209 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $14,000 | |||
| EIN OD MILVADO | ||||||||||
| 621 5TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| CHOMAT ZION | ||||||||||
| 3615 SEVEN MILE LN | BALTIMORE | MD | 21208 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | |||
| CONGREGATION BNEI YESHIVA | ||||||||||
| 728 SHREWSBURY AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,601 | |||
| ISRAEL FOOD DISTRIBUTION | ||||||||||
| 136 LAFAYETTE AVENUE | PASSAIC | NJ | 07055 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,200 | |||
| HOCHMAT SHLOMO | ||||||||||
| 901 OCEAN AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $180 | |||
| KINYANEI HATORAH YESHIVA CENTER | ||||||||||
| 737 WOODGATE AVE | LONG BRANCH | NJ | 07740 | 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 | $500 | |||
| KHAL BNEI TORAH | ||||||||||
| 19 CORNELIUS DR | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200,822 | |||
| LAKEWOOD CHEDER SCHOOL | ||||||||||
| 1210 CLIFTON AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $17,502 | |||
| MIDRASH BEN ISH HAI | ||||||||||
| 9713 64TH RD | REGO PARK | NY | 11374 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $500 | |||
| OHEL SIMHA | ||||||||||
| 295 PARK AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| RACHUM V HANOON | ||||||||||
| 1 W 34TH STREET STE 10 | NEW YORK | NY | 10001 | 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 | $584 | |||
| OHR HAMIZRAH CONGREGATION | ||||||||||
| 6813 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $200 | |||
| OHR HAHAYIM | ||||||||||
| BROOKLYN | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| SEMINAR LMOROS BAIS YAAKOV | ||||||||||
| 4421 15TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| SEPHARDIC TORAH CENTER | ||||||||||
| 213 LENOX AVE | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $401 | |||
| THE SHELLY COHEN BRIDAL GEMACH | ||||||||||
| 123 MONMOUTH RD | LONG BRANCH | NJ | 07740 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $100 | |||
| TIFERES BAIS YAAKOV | ||||||||||
| 613 OAK ST | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $10,100 | |||
| SEPHARDIC CONGREGATION OF HALLANDALE | ||||||||||
| 1930 E HALLANDALE BEACH BLVD | HALLANDALE | FL | 33009 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $2,417 | |||
| TOMCHEI TZEDAKA OF LAKEWOOD | ||||||||||
| 625 FOREST AVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $15,000 | |||
| YESHIVA NACHALAS YISROEL | ||||||||||
| NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | 25 RAMAT BEIT SHEMESH | ISRAEL | IS | ||||
| YESHIVA EMEK HATORAH | ||||||||||
| 395 KENT ROAD | HOWELL | NJ | 07731 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| YESHIVA OF NOVARDOK | ||||||||||
| LAKEWOOD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| YESHIVA SHAAREI ORAH | ||||||||||
| 685 8TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $5,000 | |||
| YESHIVAT KETER TORAH | ||||||||||
| 1 MERIDIAN RD | EATONTOWN | NJ | 07724 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101 | |||
| YISAI | ||||||||||
| LAKEWOOD | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $1,000 | |||
| MAOR INC | ||||||||||
| 3407 PINKNEY RD | BALTIMORE | MD | 21215 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $101,000 | |||
| VARIOUS 501(C)(3) ORGANIZATIONS | ||||||||||
| VARIOUS | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | SUPPORT OF 501(C)(3) ORGANIZATION | $4,420 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $423,327 | 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 | $1,771 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $51,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,017,823 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,070,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,070,938 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOSEPH INY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 THREE ISLAND BLVD | AddressLine1 |
| City | HALLANDALE | City |
| State | FL | State |
| ZIP Code | 33009 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $5,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 10000 SH LDK | $36,543 | $13,100 |
| 10019 SH HESS | $442,864 | $831,614 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,000 | LegalFeesAmt |
| Net Investment Income | $2,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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 | $6,960 | $0 | $6,960 |
| BANK CHARGES | $74 | $74 | $0 |
| OFFICE EXPENSES | $2,784 | $2,784 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $848 | Amt |
| Net Investment Income | $848 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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