JOSEPH JACK SITT 1986 CHARITABLE TR: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH JACK SITT 1986 CHARITABLE TR (EIN 13-3406764)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201423149349100027
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T13:54:31-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FTI Consulting Inc | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Eisenhower Parkway | AddressLine1 |
| City | Roseland | City |
| State | NJ | State |
| ZIP Code | 07068 | 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 | 133406764 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Jack Sitt 1986 - Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TAXPAYER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 2125295055 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | joseph Jsitt | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2125295055 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Mark Rubin | PreparerPersonNm |
| PTIN | P01043481 | PTIN |
| Phone | 2125295055 | 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 | $9,169,553 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $46 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $456 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $456 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $456 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $483,515 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $483,515 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $483,971 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $456 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $483,515 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$483,925 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,306 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19,381 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19,381 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,150,172 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,150,172 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,150,172 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,158,478 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,169,553 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,169,553 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $1,885,123 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $2,380,123 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $1,885,123 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,380,123 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,273,355 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,789,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,273,355 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,789,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,158,478 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,169,553 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,273,355 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$483,925 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,789,430 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,789,430 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $560,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,048,867 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.061929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $290,796 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,521,144 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.034126 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $968,428 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,997,185 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.121096 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,303,345 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,092,651 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.161053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $479,828 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $466,417 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.028753 | DistributionYr5Rt |
| Total Distribution | 1.406957 | TotalDistributionRt |
| Average Distribution | 0.281391 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,046,985 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,545,740 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,545,740 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $483,515 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $0 | SubtotalAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,748 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,748 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,748 | OverpaymentAmt |
| Applied To ES Tax | $3,748 | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | TAXPAYER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2125295055 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 WEST 39TH STREET - 11TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10018 | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Joseph J Sitt | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25 West 39th Street - 11th Floor | AddressLine1 |
| City | New York | City |
| State | NY | State |
| ZIP Code | 10018 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $34,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $9,150,172 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,184,756 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,184,756 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $137,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,046,985 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $452,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $452,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $452,349 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $452,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $452,349 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $483,515 | 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 | $483,515 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $483,515 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $452,349 | 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 | $175,381 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,030,182 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $968,428 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $290,796 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $560,388 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,025,175 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $483,515 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $483,515 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $452,349 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $452,349 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,056,341 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,056,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $753,214 | ExcessFromYear4Amt |
| Excess From Year3 | $968,428 | ExcessFromYear3Amt |
| Excess From Year2 | $290,796 | ExcessFromYear2Amt |
| Excess From Year1 | $560,388 | ExcessFromYear1Amt |
| Excess From Current Year | $483,515 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH J SITT | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Ariel Nurieli | ||||||||
| PO Box 555 | West Hempstead | NY | 11552 | None | Public Charity | Unrestricted | $2,000 | |
| Deal PBA Local 101 | ||||||||
| PO BOX 308 | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $2,000 | |
| SAFE | ||||||||
| PO Box 230060 | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,000 | |
| Hillel Yeshiva | ||||||||
| PO Box 2288 | Ocean | NJ | 07712 | None | Public Charity | Unrestricted | $6,000 | |
| Kings Highway Beautification Association Inc | ||||||||
| PO Box 230505 | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| CSTTJC-Go Kosher Project | ||||||||
| 550 Empire Blvd | Brooklyn | NY | 11225 | None | Public Charity | Unrestricted | $1,500 | |
| United Against Lung Cancer | ||||||||
| 27 Union Square West Suite 304 | New York | NY | 10003 | None | Public Charity | Unrestricted | $1,000 | |
| Maimonides Medical Center | ||||||||
| 4802 Tenth Avenue | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $10,000 | |
| Zohar Hatorah Inc | ||||||||
| 4 East 34th Street | New York | NY | 10016 | None | Public Charity | Unrestricted | $15,000 | |
| Congregation Chesed L'Avraham | ||||||||
| c/o Now Zen Public Relations Attn | New York | NY | 10018 | None | Public Charity | Unrestricted | $50,000 | 589 8th Ave-9th Flr |
| Shehebar Sephardic Center | ||||||||
| c/o Century 21 Department Store | New York | NY | 10007 | None | Public Charity | Unrestricted | $82,000 | 22 cortlandt Street |
| American Friends Of Lubavitch | ||||||||
| 2110 Leroy Place NW | Washington | DC | 20008 | None | Public Charity | Unrestricted | $3,000 | |
| WIZO | ||||||||
| 950 Third Avenue Suite 901 | New York | NY | 10022 | None | Public Charity | Unrestricted | $3,500 | |
| Ohel Simha | ||||||||
| 860 Park Avenue 6th Floor | New York | NY | 10075 | None | Public Charity | Unrestricted | $15,000 | |
| Ilan High School | ||||||||
| 82 Norwood Avenue Suite 3 | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $1,100 | |
| Sephardic Mikvah Israel | ||||||||
| 810 Avenue S | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,751 | |
| Sephardic Food Fund | ||||||||
| 8 West 40th Street 4th FL | New York | NY | 10018 | None | Public Charity | Unrestricted | $6,278 | |
| Torat Hanachal | ||||||||
| 799 E 3rd Street | Brooklyn | NY | 11218 | None | Public Charity | Unrestricted | $1,000 | |
| The Junior Tennis Foundation | ||||||||
| 70 West Red Oak Lane 4th Floor | White Plains | NY | 10604 | None | Public Charity | Unrestricted | $6,846 | |
| Tikvot | ||||||||
| 7 Tulip Court | Oakhurst | NJ | 07755 | None | Public Charity | Unrestricted | $1,000 | |
| Misaskim | ||||||||
| 5805 16th Avenue | Brooklyn | NY | 11204 | None | Public Charity | Unrestricted | $2,000 | |
| Barkai Yeshiva | ||||||||
| 5302 21st Avenue | Brooklyn | NY | 11204 | None | Public Charity | Unrestricted | $1,500 | |
| Ohel Yishak Of Allenhurst | ||||||||
| 511 Avenue R | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $4,400 | |
| Sephardic Synagogue Of Allenhurst | ||||||||
| 511 Avenue R | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,300 | |
| Yeshivat Keter Torah | ||||||||
| 5 Meridian Way | Eatontown | NJ | 07724 | None | Public Charity | Unrestricted | $10,000 | |
| Sarah Sutton Food Pantry | ||||||||
| 425 Kingshighway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,500 | |
| Sephardic Bikur Holim | ||||||||
| 425 Kings Highway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,050 | |
| Yeshiva Gedolah Bais Yisroel | ||||||||
| 4 Solond Road | Monsey | NY | 10952 | None | Public Charity | Unrestricted | $1,000 | |
| Angel Fund | ||||||||
| 379 Kings Highway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,000 | |
| Or Haddash Institutions Inc | ||||||||
| 350 Fifth Avenue Suite 5900 | New York | NY | 10118 | None | Public Charity | Unrestricted | $1,000 | |
| Mikdash Shaul | ||||||||
| 34 West 33rd Street 2nd FL | New York | NY | 10001 | None | Public Charity | Unrestricted | $2,000 | |
| Ohr Meir Foundation | ||||||||
| 3023 Avenue J | Brooklyn | NY | 11210 | None | Public Charity | Unrestricted | $1,000 | |
| Achiezer Yeshiva | ||||||||
| 2433 OceanParkway | Brooklyn | NY | 11235 | None | Public Charity | Unrestricted | $1,000 | |
| Magen David Synagogue | ||||||||
| 2130 McDonald Avenue | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,181 | |
| Magen David Yeshivah | ||||||||
| 2130 McDonald Avenue | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $52,000 | |
| Congregation Shaare Zion | ||||||||
| 2030 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $4,101 | |
| Sephardic Bikur Holim | ||||||||
| 200 Norwood Avenue | Oakhurst | NJ | 07755 | None | Public Charity | Unrestricted | $5,000 | |
| Cong Rodfeh Zedek | ||||||||
| 20 Jay Street Suite 902 | Brooklyn | NY | 11201 | None | Public Charity | Unrestricted | $2,000 | |
| Mikdash Eliyahu | ||||||||
| 2 Etherl Road Suite 205 A | Edison | NJ | 08817 | None | Public Charity | Unrestricted | $8,600 | |
| Rabbi Jacob S Kassin Chesed Fund | ||||||||
| 1970 E 14th Street | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $1,500 | |
| Sephardic Community Center | ||||||||
| 1901 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,400 | |
| Nesach Yisrael Institution | ||||||||
| 1890 East 5th St Suite 3h | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,600 | |
| Yeshiva Of Staten Island | ||||||||
| 1870 Drumgoole Road East | Staten Island | NY | 10309 | None | Public Charity | Unrestricted | $2,000 | |
| Hatzalah EMS | ||||||||
| 186 Bethel Ave | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $1,000 | |
| Ohel Moshe Society | ||||||||
| 1848 East 7th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $9,000 | |
| Maskeel El Dal | ||||||||
| 1845 East 5 Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $3,000 | |
| Mary Tawil Foundation | ||||||||
| 1832 East 8th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Pesach TikvahDoor Of Hope | ||||||||
| 18 Middleton Street | Brooklyn | NY | 11206 | None | Public Charity | Unrestricted | $2,500 | |
| Mirrer Yeshiva Central Institute | ||||||||
| 1791-95 Ocean Parkway | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,000 | |
| Mifal Hateruma | ||||||||
| 1778 East 9th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $1,000 | |
| Yad Yosef | ||||||||
| 1778 East 9th Street | Brooklyn | NY | 11223 | None | Public Charity | Unrestricted | $2,000 | |
| Nefesh | ||||||||
| 1750 East 18th Street | Brooklyn | NY | 11229 | None | Public Charity | Unrestricted | $2,000 | |
| Hatzalah Of Miami-Dade Inc | ||||||||
| 16101 NE 11th Court | North Miami Beach | FL | 33162 | None | Public Charity | Unrestricted | $1,001 | |
| Reach For The Stars | ||||||||
| 1523 Avenue M | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $3,000 | |
| Chai Lifeline | ||||||||
| 151 W 30th Street | New york | NY | 10001 | None | Public Charity | Unrestricted | $10,000 | |
| American Friends Of Aram Soba | ||||||||
| 1501 East 7th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,500 | |
| YofChesed Trip | ||||||||
| 1501 East 7th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $1,200 | |
| Bobbie's Place | ||||||||
| 1472 East 17th Street | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $11,000 | |
| The Special Children's Center | ||||||||
| 1400 Prospect Street | Lakewood | NJ | 08701 | None | Public Charity | Unrestricted | $10,000 | |
| Sephardic Hospital Fund | ||||||||
| 1385 Broadway | New york | NY | 10018 | None | Public Charity | Unrestricted | $10,000 | |
| Lottie's KitchenEzer Mizion | ||||||||
| 1281 49th Street | Brooklyn | NY | 11219 | None | Public Charity | Unrestricted | $1,500 | |
| Synagogue of Deal | ||||||||
| 128 Norwood Avenue | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $3,600 | |
| Hasdei Avraham VeSarah Foundation | ||||||||
| 1140 Park Lane | Elberon | NJ | 07740 | None | Public Charity | Unrestricted | $7,500 | |
| American Friends of Yad Eliezer | ||||||||
| 1102 East 26th Street | Brooklyn | NY | 11210 | None | Public Charity | Unrestricted | $1,000 | |
| Congregation Hechal Shaul | ||||||||
| 108 Norwood Avenue | Deal | NJ | 07723 | None | Public Charity | Unrestricted | $1,000 | |
| Yad Yosef Torah Center | ||||||||
| 1036 Ocean Parkway | Brooklyn | NY | 112304001 | None | Public Charity | Unrestricted | $15,000 | |
| Yad Yosef Congregation | ||||||||
| 1036 Ocean Parkway | Brooklyn | NY | 112304001 | None | Public Charity | Unrestricted | $3,000 | |
| Yad Yosef | ||||||||
| 1032 Ocean Parkway | Brooklyn | NY | 11230 | None | Public Charity | Unrestricted | $7,200 | |
| American Friends Of Yemin | ||||||||
| 1 State Street Plz 29th Floor | New York | NY | 10004 | None | Public Charity | Unrestricted | $2,000 | |
| Congregation Ahavas Tzdokah V'Chesed | ||||||||
| 1 State Street Plz 29th Floor | New york | NY | 10004 | None | Public Charity | Unrestricted | $2,000 | |
| Yeshivat Keter Torah | ||||||||
| 1 Meridian Way | Eatontown | NJ | 07724 | None | Public Charity | Unrestricted | $1,000 | |
| SEAD | ||||||||
| 1 Meridian Road | Eatontown | NJ | 07724 | None | Public Charity | Unrestricted | $1,000 | |
| Friends Of Talmudic Studies Inc | ||||||||
| 1 East 33rd Street 6th Floor | New York | NY | 10016 | None | Public Charity | Unrestricted | $14,000 | |
| Total Donations Less than 1000 | ||||||||
| Various | Various | NY | 11223 | None | Public Charity | Unrestricted | $27,407 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $483,515 | 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 | $45 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $46 | 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 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | Pursuant to IRC Section 4942(h)(2) and Reg. 53-4942(a), the above referenced foundation hereby elects to treat the current year qualifying distributions in excess of the immediately preceeding tax year's undistributed income as being made out of the corpus. | ElectionDesc |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | 99% INTEREST IN THOR UPF I LLC | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,150,172 | BookValueAmt |
| EOYFMV | $9,150,172 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $206 | $206 |
| FILING FEES | $250 | $250 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUND OF FEDERAL TAXES OVERPAYMENT | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES PAID | CategoryTxt |
Comments