JOSEPH AND MARTHA MELOHN TZEDAKA FUND: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JOSEPH AND MARTHA MELOHN TZEDAKA FUND (EIN 13-3395219)
Tax period
2011-12-01 to 2012-11-30
Filed
2013-04-08
IRS object ID
201300989349100855
Schema version
2011v1.2
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)
Timestamp2013-04-08T15:06:04-05:00Timestamp
Tax Period End Date2012-11-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112473984EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LESHKOWITZ & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1270 MADISON AVENUEAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10016ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-12-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN133395219EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JOSEPH AND MARTHA MELOHN TZEDAKA FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJOSENameControl
Phone2127872500Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O MELOHN 1995 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLEON MELOHNName
TitleTRUSTEETitle
Phone2127872500Phone
Date Signed2013-04-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJOSEPH LESHKOWITZName
PTINP00586169PTIN
Phone2125325550Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY2431FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses0TotalRevenueAndExpenses
Total Net Investment Income0TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Legal Fees Rev And Expnss264LegalFeesRevAndExpnss
Legal Fees Net Invst Incm0LegalFeesNetInvstIncm
Legal Fees Dsbrs Chrtbl Prps264LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss645AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm0AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps645AccountingFeesDsbrsChrtblPrps
Other Expenses Rev And Expnss130OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps130OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss1039TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps1039TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss0ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps0ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss1039TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps1039TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-1039ExcessOfRevenueOverExpenses
Net Investment Income0NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY3470SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY2431SavingsAndTempCashInvstEOY
Total Assets BOY3470TotalAssetsBOY
Total Assets EOY2431TotalAssetsEOY
Total Assets EOYFMV2431TotalAssetsEOYFMV
Loans From Officers BOY102250LoansFromOfficersBOY
Loans From Officers EOY102250LoansFromOfficersEOY
Total Liabilities BOY102250TotalLiabilitiesBOY
Total Liabilities EOY102250TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY-98780CapitalStockBOY
Capital Stock EOY-99819CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY0RetainedEarningsBOY
Retained Earnings EOY0RetainedEarningsEOY
Total Net Assets BOY-98780TotalNetAssetsBOY
Total Net Assets EOY-99819TotalNetAssetsEOY
Total Liabilities Net Assets BOY3470TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2431TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY-98780TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-1039ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal-99819Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY-99819TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1919QualifyingDistributionsYear1
Noncharitable Assets Year14127NoncharitableAssetsYear1
Distribution Ratio Year10.222680DistributionRatioYear1
Qualifying Distributions Year2769QualifyingDistributionsYear2
Noncharitable Assets Year24607NoncharitableAssetsYear2
Distribution Ratio Year20.166920DistributionRatioYear2
Qualifying Distributions Year3901QualifyingDistributionsYear3
Noncharitable Assets Year35522NoncharitableAssetsYear3
Distribution Ratio Year30.163166DistributionRatioYear3
Qualifying Distributions Year41440QualifyingDistributionsYear4
Noncharitable Assets Year46452NoncharitableAssetsYear4
Distribution Ratio Year40.223187DistributionRatioYear4
Qualifying Distributions Year51071QualifyingDistributionsYear5
Noncharitable Assets Year57873NoncharitableAssetsYear5
Distribution Ratio Year50.136035DistributionRatioYear5
Total Distribution Ratio0.911988TotalDistributionRatio
Average Distribution Ratio0.182398AverageDistributionRatio
Net Noncharitable Assets2960NetNoncharitableAssets
Adjusted Noncharitable Assets540AdjustedNoncharitableAssets
One Percent Net Investment Income0OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One540AdjNonchrtblAssetsAndOnePct
Qualifying Distributions1039QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax0InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal0Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income0TaxBasedOnInvestmentIncome
Total Credits And Payments0TotalCreditsAndPayments
Tax Due0TaxDue

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets0AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors0NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFOUNDATIONBooksInCareOfPersonName
Books In Care Of Phone Number2127872500BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11995 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person1BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions0ActsFailToQualifyAsExceptions
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee

FieldValueIRS element (for citing)
Person NameLEON MELOHNPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11995 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
FieldValueIRS element (for citing)
TitleTRUSTEE AS NEEDEDTitle
Avg Hours Per Wk Devoted To Position0.00AvgHoursPerWkDevotedToPosition
Compensation0Compensation
Contri To Empl Benefit Plans Etc0ContriToEmplBenefitPlansEtc
Expense Account Other Allowances0ExpenseAccountOtherAllowances
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities0AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances3005AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets3005TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets3005AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable45CashDeemedCharitable
Net Noncharitable Assets2960NetNoncharitableAssets
Minimum Investment Return148MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return148MinimumInvestmentReturn
Total Tax0TotalTax
Distributable Amount Before Adj148DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded148DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted148DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions1039ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions1039QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions1039AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted148DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year5677ExcessDistriCarryoverYear5
Excess Distri Carryover Year41117ExcessDistriCarryoverYear4
Excess Distri Carryover Year3625ExcessDistriCarryoverYear3
Excess Distri Carryover Year2539ExcessDistriCarryoverYear2
Excess Distri Carryover Year1713ExcessDistriCarryoverYear1
Total Excess Distri Carryover3671TotalExcessDistriCarryover
Qualifying Distributions1039QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year148AppliedToCurrentYear
Remaining Distri From Corpus891RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus4562TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5677ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year3885ExcessDistriCyovToNextYear
Excess From Year41117ExcessFromYear4
Excess From Year3625ExcessFromYear3
Excess From Year2539ExcessFromYear2
Excess From Year1713ExcessFromYear1
Excess From Current Year891ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameLEON MELOHNRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11995 BROADWAYAddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10023ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number2127872500RecipientPhoneNumber
Form And Info And MaterialsLETTERS - PURPOSE OF ORGANIZATION - USE OF FUNDSFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (3 entries)

AmountAmount
$0
$0
$0
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year0TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA0TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryLESHKOWITZ & CO. TAX PREPARATIONCategory
Amount$645Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps645DisbursementsCharitablePrps

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

FieldValueIRS element (for citing)
CategoryPATTERSON, BELKNAPCategory
Amount$264Amount
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps264DisbursementsCharitablePrps

Loans From Officers Schedule LoansFromOfficersSchedule

Loans From Officer LoansFromOfficer

FieldValueIRS element (for citing)
Lenders NameLEON MELOHNLendersName
Lenders TitleTRUSTEELendersTitle
Original Amount Of Loan102250OriginalAmountOfLoan
Repayment TermsNONERepaymentTerms
Interest Rate0.000000000000InterestRate
Security Provided By BorrowerNONESecurityProvidedByBorrower
Purpose Of LoanBRIDGE LOANPurposeOfLoan
Desc Of Lender ConsiderationCASHDescOfLenderConsideration

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionNY LAW JOURNALDescription
Revenue And Expenses Per Books130RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps130DisbursementsCharitablePrps

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