SHALOM ISH FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SHALOM ISH FOUNDATION (EIN 11-3405442)
- Tax period
- 2013-10-01 to 2014-09-30
- Filed
- 2014-12-12
- IRS object ID
- 201443469349100104
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-12T09:37:24-08:00 | ReturnTs |
| Tax Period End | 2014-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Saul N Friedman & Company | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60th Street | AddressLine1 |
| City | Brooklyn | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113405442 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHALOM ISH FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHAL | BusinessNameControlTxt |
| Phone | 7182321111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS FRIEDMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2014-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Ben Kasirer CPA | PreparerPersonNm |
| PTIN | P00287646 | PTIN |
| Phone | 7182321111 | 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 | $3,205,470 | 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 | $31,400 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $35,436 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $35,436 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $35,436 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $68,427 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,427 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $68,427 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $156,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,101,502 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $156,928 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $156,928 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $6,931 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,478 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $1,453 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $299,122 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $266,269 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $262,244 | TotalAdjNetIncmAmt |
| Taxes Rev And Expnss | $6,877 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,877 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $22,885 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,885 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $29,762 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $29,762 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $465,862 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $29,762 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,100 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$166,740 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $236,507 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $262,244 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $818,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,762 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,762 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $55,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $60,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $55,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $55,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,812,465 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,552,130 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,560,771 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $610,290 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,486,688 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,539,937 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,301,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,143,580 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,205,470 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,301,341 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,143,580 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,301,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,143,580 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,301,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,143,580 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,301,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$166,740 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,979 | OtherIncreasesAmt |
| Subtotal | $3,143,580 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,143,580 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $156,928 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $156,928 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $401,639 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,121,208 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.12868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $230,058 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,945,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07809 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $350,036 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,139,159 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.11151 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,320 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,131,598 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05439 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,521,070 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.00738 | DistributionYr5Rt |
| Total Distribution | 0.38005 | TotalDistributionRt |
| Average Distribution | 0.07601 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,182,148 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $241,875 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $244,240 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $436,100 | 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 | $2,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,365 | SubtotalAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $53 | EsPenaltyAmt |
| Tax Due | $2,418 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| 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 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7182321111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1333 60TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS FRIEDMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1151 57TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,666,329 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $546,362 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,017,916 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,230,607 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,230,607 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,182,148 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $159,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $159,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,365 | TotalTaxAmt |
| Distributable Before Adj | $156,742 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $156,742 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $156,742 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,100 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $436,100 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,365 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $433,735 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $156,742 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $58,329 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,243 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $259,301 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $401,873 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,100 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $156,742 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $279,358 | RemainingDistriFromCorpusAmt |
| Total Corpus | $681,231 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $681,231 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $58,329 | ExcessFromYear3Amt |
| Excess From Year2 | $84,243 | ExcessFromYear2Amt |
| Excess From Year1 | $259,301 | ExcessFromYear1Amt |
| Excess From Current Year | $279,358 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| YESHIVAS NOVOMINSK | |||||||
| 1690 60TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $10,000 |
| BAIS YAKOV TEACHERS SEMINARY | |||||||
| 4412 15TH AVENUE | BROOKLY | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $2,000 |
| CONGREGATION ADAS YEREIM | |||||||
| 27 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $5,000 |
| CONGREGATION REB MEIR BAAL HANESS | |||||||
| 1423 60TH STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $97,000 |
| JEWISH OUTREACH CONGREGATION | |||||||
| 2 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION -EXEMPT 501(C)(3) SCHOOL | $10,800 |
| YESHIVA RABBI SOLOMON KLUGER | |||||||
| 1876 50TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR AN EDUCATIONAL INSTITUTION -EXEMPT 501(C)(3) SCHOOL | $10,000 |
| YESHIVA OF KASHO | |||||||
| 101 SPENCER STREET | BROOKLYN | NY | 11205 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SCHOOL | $69,000 |
| YESHIVA OHR SHRAGE | |||||||
| 1102 AVENUE L | BROOKLYN | NY | 11230 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) | $7,500 |
| CONGREGATION CHASIDEI VIZNITZ | |||||||
| 1231 51st STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $57,200 |
| CONGREGATION TOLDOS YEHUDA | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS INSTITUTION- TAX EXEMPT 501(C)(3) SYNAGOGUE | $15,000 |
| CONGREGATION OHR YECHESKEL | |||||||
| 1712 57TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS CONGREGATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $7,800 |
| CONGREGATION OHR HACHAIM | |||||||
| 1682 48TH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $5,000 |
| SYF MEMORIAL CORP | |||||||
| 1537 52ND STREET | BROOKLYN | NY | 11219 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $25,000 |
| EE FOUNDATION TRUST | |||||||
| PO BOX 541110 | BRONX | NY | 10455 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $5,000 |
| YESHIVA TELSHE RIVERDALE | |||||||
| 4904 INDEPENDENCE AVE | BRONX | NY | 10471 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $3,000 |
| YESHIVA OF BROOKLYN | |||||||
| 1470 OCEAN PARKWAY | BROOKLYN | NY | 11230 | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $1,800 | |
| TEMIMA RICHARD KATZ HIGH SCHOOL | |||||||
| 1985 LAVISTA ROAD NE | ATLANTA | GA | 30329 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $18,000 |
| IBF FOUNDATION | |||||||
| 1735 FORTY SEVENTH STREET | BROOKLYN | NY | 11204 | NONE | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $72,000 |
| TORAH DAY SCHOOL OF ATLANTA | |||||||
| 1985 LAVISTA ROAD NE | ATLANTA | GA | 30329 | N/A | TO PROVIDE SUPPORT FOR A RELIGIOUS EDUCATIONAL INSTITUTION- TAX EXEMPT 501(C)(3) | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,436 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $68,427 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,478 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $156,928 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CFP 1 LP K-1 LINE 1 | 1 | -$10,390 |
| CFP 2 LP K-1 Line 1 | 1 | $1,596 |
| SHELBOURNE JERSEY PARTNER | 1 | $10,247 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $267,722 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $267,722 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JREZ LLC | ||||||
| 1 | 1125 OCEAN AVENUE | LAKEWOOD | NJ | 08701 | $6,400 | Yes (X) |
| PINNACLE REALTY OF NEW YORK LLC | ||||||
| 2 | 46-34 11TH STREET | LONG ISLAND CITY | NY | 11101 | $25,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY INVESTMENTS -BANKUNITED INC | $125,000 | $59,791 |
| CORP STOCKS- BERNSTEIN- SEE ATTACHED | ||
| MERRILL LYNCH SEE ATTACHED | $1,427,130 | $1,500,980 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN CFP 1, LP K-1 | AT COST | $5,983 | $2,322 |
| INVESTMENT IN CFP 2, LP K-1 | AT COST | $14,479 | $42,259 |
| SHELBOURNE GROUP - NJ | AT COST | $478,192 | $500,000 |
| REAL ESTATE JERSEY CITY | AT COST | $500,000 | $500,000 |
| REAL ESTATE - CT | AT COST | $500,000 | $500,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK CHARGES | $145 | $145 |
| FILING FEES | $250 | $250 |
| INVESTMENT EXPENSES | $2,366 | $2,366 |
| INVESTMENT ADVISORY FEES | $20,124 | $20,124 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CFP 1 LP K-1 LINE 1 | -$10,390 | -$10,390 | |
| CFP 2 LP K-1 Line 1 | $1,596 | $1,596 | |
| Other Investment Income | $5,478 | $5,478 | |
| SHELBOURNE JERSEY PARTNER | $10,247 | $10,247 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | VARIOUS ITEMS | Description |
| Amount | $8,979 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAID | CategoryTxt |
| Amt | $6,877 | Amt |
| Net Investment Income | $6,877 | NetInvestmentIncomeAmt |
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