SHALOM ISH FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SHALOM ISH FOUNDATION (EIN 11-3405442)
Tax period
2024-10-01 to 2025-09-30
Filed
2025-12-08
IRS object ID
202533429349100203
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-12-08T07:01:14-08:00ReturnTs
Tax Period End2025-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN112632255PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Saul N Friedman & CompanyBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11333 60th StreetAddressLine1Txt
CityBrooklynCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN113405442EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHALOM ISH FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHALBusinessNameControlTxt
Phone7182321111PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMORRIS FRIEDMANPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-12-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBen Kasirer CPAPreparerPersonNm
PTINP00287646PTIN
Phone7182321111PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,016,931FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$165,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$39,194DividendsRevAndExpnssAmt
Dividends Net Invst Incm$39,194DividendsNetInvstIncmAmt
Dividends Adj Net Incm$39,194DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$130,232NetGainSaleAstRevAndExpnssAmt
Other Income Rev And Expnss-$65,724OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$65,724OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$268,702TotalRevAndExpnssAmt
Total Net Invst Incm-$26,530TotalNetInvstIncmAmt
Total Adj Net Incm$39,194TotalAdjNetIncmAmt
Taxes Rev And Expnss$892TaxesRevAndExpnssAmt
Taxes Net Invst Incm$892TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$1,334OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$1,334OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$2,226TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,226TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,145,200ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,145,200ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,147,426TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,226TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,145,200TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$878,724ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$39,194AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$203,944CashBOYAmt
Cash EOY$68,603CashEOYAmt
Cash EOYFMV$68,602CashEOYFMVAmt
Corporate Stock BOY$2,695,266CorporateStockBOYAmt
Corporate Stock EOY$2,045,101CorporateStockEOYAmt
Corporate Stock EOYFMV$2,748,329CorporateStockEOYFMVAmt
Other Investments BOY$551,607OtherInvestmentsBOYAmt
Other Investments EOY$458,389OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,200,000OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,450,817TotalAssetsBOYAmt
Total Assets EOY$2,572,093TotalAssetsEOYAmt
Total Assets EOYFMV$4,016,931TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$3,450,817NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,572,093NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$3,450,817TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,572,093TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,450,817TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,572,093TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,450,817TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$878,724ExcessRevenueOverExpensesAmt
Subtotal$2,572,093SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,572,093TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Tax Due$0TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7182321111PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11333 60TH STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
MORRIS FRIEDMAN
1151 57TH STREETBROOKLYNNY11219Director0.00$0
ABRAHAM FRIEDMAN
30 ROOSEVELT AVELAKEWOODNJ08701Controller0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,589,904AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$136,273AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,570,363FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,296,540TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,296,540AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$64,448CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,232,092NetVlNoncharitableAssetsAmt
Minimum Investment Return$211,605MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$211,605MinimumInvestmentReturnAmt
Distributable Before Adj$211,605DistributableBeforeAdjAmt
Distributable Before Ded$211,605DistributableBeforeDedAmt
Distributable As Adjusted$211,605DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,145,200ExpensesAndContributionsAmt
Qualifying Distributions$1,145,200QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$211,605DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$708ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$43,022ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$388,343ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$432,073TotalExcessDistributionCyovAmt
Qualifying Distributions$1,145,200QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$211,605AppliedToCurrentYearAmt
Remaining Distri From Corpus$933,595RemainingDistriFromCorpusAmt
Total Corpus$1,365,668TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,365,668ExcessDistriCyovToNextYrAmt
Excess From Year4$708ExcessFromYear4Amt
Excess From Year2$43,022ExcessFromYear2Amt
Excess From Year1$388,343ExcessFromYear1Amt
Excess From Current Year$933,595ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
YESHIVA MESIFTA CHASAN SOFER
1876 50TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$5,000
YESHIVAS NOVOMINSK
1690 60TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$44,100
BAIS YAKOV TEACHERS SEMINARY
4412 15TH AVENUEBROOKLYNY11219NONEN/ATO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$5,000
YESHIVA OF KASHO - OHEL SHMUEL
101 SPENCER STREETBROOKLYNNY11205NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL$200,000
CONGREGATION MATEH EFRAIM
1264 56TH STREETBROOKLYNNY11219NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$74,000
CONGREGATION OHR YECHESKEL
1712 57TH STREETBROOKLYNNY11204NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS CONGREGATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$35,000
YESHIVA TORAS EMES
55 JAMES STREETLAKEWOODNJ08701NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$24,000
KOLLEL MAANEH SIMCHA
1876 50 STREETBROOKLYNNY11204NONETO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$2,000
GMACH OF JACKSON
328 SECOND STREETLAKEWOODNJ08701NONETO PROVIDE SUPPORT FOR AN INSTITUTION ASSISTING POVERTY ISSUES- TAX EXEMPT 501(C)(3)$7,500
CONGREGATION CHASAM SOFER
490 MANETTA AVENUELAKEWOODNJ08701NONETO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$28,000
CONGREGATION SKVER JACKSON
2 OREGON AVENUEJACKSONNJ08527NONETO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$36,000
KOLEL ASIKEI SHMATASA METZIYONIM
1274 49TH STREETBROOKLYNNY11219TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3)$15,000
BIRCHOS SHOMAYIM OF KASHO INC
101 SPENCER STREETBROOKLYNNY11205NONEPCTO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION - TAX EXEMPT 501 C 3 SCHOOL$566,000
CONGREGATION BAIS MEDRASH KEREM SHL
1000 CROSS STREETLAKEWOODNJ08701NONEN/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$100,000
CONGREGATION OF WHISPERING WOODS
1838 61ST STREETBROOKLYNNY11204N/ATO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE$3,600
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,145,200TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Related Or Exempt Function Incm$39,194RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$130,232RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (9 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
BROADWAY WEST ASSOC K-11-$2,003
G SQUARED1-$6,620
JSHP EQUITY LLC K-11-$2,084
PA HOTELS EQUITY K-11-$65,759
PERRYVILLE INVESTORS K-11$3,648
PRETIUM LEGAL OPPORTUNITIES1-$60
SHELBORNE CT EQUITIES K-11
SHELBOURNE GOLD INV K-11$7,154
SHELBOURNE JERSEY K-11

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$65,724ExclusionAmt
Related Or Exempt Function Incm$169,426RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$103,702TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonSAUL N FRIEDMAN COMPANYContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11333 60 STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11219ZIPCd
FieldValueIRS element (for citing)
Total Contributions$165,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK CHARGES$50$50
FILING FEES$250$250
INVESTMENT ADVISORY SERVICES$1,034$1,034

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BROADWAY WEST ASSOC K-1-$2,003-$2,003
G SQUARED-$6,620-$6,620
JSHP EQUITY LLC K-1-$2,084-$2,084
PA HOTELS EQUITY K-1-$65,759-$65,759
PERRYVILLE INVESTORS K-1$3,648$3,648
PRETIUM LEGAL OPPORTUNITIES-$60-$60
SHELBOURNE GOLD INV K-1$7,154$7,154

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$892Amt
Net Investment Income$892NetInvestmentIncomeAmt

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