SAM & SARA MERMELSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAM & SARA MERMELSTEIN FAMILY FOUNDATION (EIN 20-0846315)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-03-16
- IRS object ID
- 201430759349100303
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-03-16T15:53:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363553179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KBKB LTD | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 RIVER DRIVE | AddressLine1 |
| City | MORTON GROVE | City |
| State | IL | State |
| ZIP Code | 60053 | 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 | 200846315 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARA MERMELSTEIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAM& | BusinessNameControlTxt |
| Phone | 7735390385 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8140 RIVER DRIVE | AddressLine1 |
| City | MORTON GROVE | City |
| State | IL | State |
| ZIP Code | 60053 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLAN ISENBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7735390385 | PhoneNum |
| Signature | 2014-02-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANFORD BOKOR CPA | PreparerPersonNm |
| PTIN | P00283458 | PTIN |
| Phone | 8476753585 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,110,118 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $53,526 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $53,526 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $16,956 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,956 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $325,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,997 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $70,482 | 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 | $313 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $92,540 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $92,540 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,118 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,540 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,121 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,482 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,077 | CashBOYAmt |
| Cash EOY | $18,980 | CashEOYAmt |
| Cash EOYFMV | $18,980 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,076,682 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,091,138 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,091,138 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,094,759 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,110,118 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,110,118 | 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 | $1,094,759 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,110,118 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,094,759 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,110,118 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,094,759 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,110,118 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,094,759 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,121 | ExcessRevenueOverExpensesAmt |
| Other Increases | $40,480 | OtherIncreasesAmt |
| Subtotal | $1,110,118 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,110,118 | 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 |
|---|---|---|---|---|---|---|---|
| 1000 ALLIANZ 8.375% | P | 2010-04-26 | 2013-06-15 | $25,000 | $26,485 | -$1,485 | -$1,485 |
| 9000 AIG 6.45% SER A-4 | P | 2007-06-01 | 2013-06-17 | $225,000 | $225,000 | $0 | $0 |
| 3000 CITIGRP CAP XVI 6.45% | P | 2006-11-15 | 2013-07-15 | $75,000 | $75,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$1,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $78,907 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $985,000 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $67,996 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $837,250 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.081213 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $90,101 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $837,250 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.107615 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $46,190 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $640,250 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072144 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $58,185 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $788,000 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073839 | DistributionYr5Rt |
| Total Distribution | 0.414920 | TotalDistributionRt |
| Average Distribution | 0.082984 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $985,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,739 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $705 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,444 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $92,540 | 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 | $705 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $705 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $700 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Tax Due | $5 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SHIRLEY ISENBERG | IndividualWithBooksNm |
| Phone | 7735390385 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60659 | 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 (4 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 | Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ALAN ISENBERG | |||||||||||
| 6243 N LAWNDALE | CHICAGO | IL | 60659 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||
| SHIRLEY ISENBERG | |||||||||||
| 6243 N LAWNDALE | CHICAGO | IL | 60659 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||
| YISROEL RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| SHOSHANA RICH | |||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | RECHOV HIBNER 1 | PETACH TIKVAH ISRAEL | IS | ||||
| 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 |
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 | $1,000,000 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,000,000 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,000,000 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $985,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,250 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,250 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $48,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,540 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,540 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $705 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $91,835 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $20,363 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,699 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,754 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,563 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,135 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,514 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,540 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,545 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $43,995 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,509 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $20,363 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $168,146 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,699 | ExcessFromYear4Amt |
| Excess From Year3 | $49,754 | ExcessFromYear3Amt |
| Excess From Year2 | $27,563 | ExcessFromYear2Amt |
| Excess From Year1 | $31,135 | ExcessFromYear1Amt |
| Excess From Current Year | $43,995 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHIRLEY ISENBERG | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6243 N LAWNDALE AVENUE | AddressLine1 |
| City | CHICAGO | City |
| State | IL | State |
| ZIP Code | 60659 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7735390385 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN APPLICATION INDICATING RELIGIOUS OR EDUCATIONAL PURPOSE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ORGANIZED RELIGIOUS OR EDUCATION INSTITUTIONS ONLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| AMER FRIENDS OF DARCHEI NOAM | |||||||||
| 410 E 3RD ST | BROOKLYN | NY | 11218 | NONE | EDUCATIONAL | $4,800 | |||
| AMR FRNDS OF SHAALEI TORAH | |||||||||
| 852 WOODMERE PLACE | WOODMERE | NY | 11598 | NONE | SOCIAL WELFARE | $20,000 | |||
| CHICAGO CHESED FUND | |||||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | NONE | SOCIAL WELFARE | $14,300 | |||
| EZER METZION | |||||||||
| 1281 49TH ST | BROOKLYN | NY | 11219 | NONE | SOCIAL WELFARE | $3,000 | |||
| GMACH KEREN BRACHA | |||||||||
| 33 ANSHEL LANE | MONSEY | NY | 10952 | NONE | SOCIAL WELFARE | $3,000 | |||
| HEBREW THEOLOGICAL COLLEGE | |||||||||
| 7135 N CARPENTER ROAD | SKOKIE | IL | 60076 | NONE | EDUCATIONAL | $1,500 | |||
| KEREN YISSACHAR DOV | |||||||||
| 875 DRIGGS AVE | BROOKLYN | NY | 11211 | NONE | EDUCATIONAL | $1,800 | |||
| MT SINAI JEWISH CENTER | |||||||||
| 135 BENNET | NEW YORK | NY | 10040 | NONE | EDUCATIONAL | $1,800 | |||
| VAR MISC ORGANIZED CHARITIES | |||||||||
| 8140 RIVER DRIVE | MORTON GROVE | IL | 60053 | NONE | EDUCATIONAL | $19,640 | |||
| YESHIVA OF MANHATTAN BEACH | |||||||||
| 60 WEST END | NEW YORK | NY | 11235 | NONE | EDUCATIONAL | $12,000 | |||
| YESHIVAS BEIS YISROEL | |||||||||
| NONE | EDUCATIONAL | $1,800 | 9 ZEVIN ST- NEVEH YAKOV | JERUSALEM | IS | ||||
| YESHIVAS TIFERES TZION | |||||||||
| NONE | EDUCATIONAL | $5,400 | 39 JERUSALEM ST | BNEI BRAK | IS | ||||
| ZICHRON AVOT | |||||||||
| 2119 79RH ST | BROOKLYN | NY | 11214 | NONE | EDUCATIONAL | $3,500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $92,540 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $53,526 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $16,956 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,485 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $68,997 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,997 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
| 4 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SECURITIES | StockNm |
| EOY Book Value | $1,091,138 | EOYBookValueAmt |
| EOYFMV | $1,091,138 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $313 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION OF SECURITIES | Description |
| Amount | $40,480 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IL CHARITY BUREAU | CategoryTxt |
| Amt | $15 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |