SAM & SARA MERMELSTEIN FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAM & SARA MERMELSTEIN FAMILY FOUNDATION (EIN 20-0846315)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-10
- IRS object ID
- 201301309349100740
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T13:11:23-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 363553179 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KRUPNICK BOKOR KAGDA & BROOKS LTD | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 W DEVON AVENUE | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200846315 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAM & SARA MERMELSTEIN FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAM& | NameControl |
| Phone | 7735390385 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3750 WEST DEVON AVE | AddressLine1 |
| City | LINCOLNWOOD | City |
| State | IL | State |
| ZIP Code | 60712 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALLAN ISENBERG | Name |
| Title | DIRECTOR | Title |
| Phone | 7735390385 | Phone |
| Date Signed | 2013-05-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SANFORD BOKOR CPA | Name |
| PTIN | P00283458 | PTIN |
| Phone | 8476753585 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1094759 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 57652 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 57652 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 16238 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 16238 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 73890 | TotalRevenueAndExpenses |
| Total Net Investment Income | 73890 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1275 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 15 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1290 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 79646 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 79646 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 80936 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 79646 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -7046 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 73890 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 25813 | CashBOY |
| Cash EOY | 18077 | CashEOY |
| Cash EOYFMV | 18077 | CashEOYFMV |
| Investments Corp Stock BOY | 897151 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1076682 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1076682 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 922964 | TotalAssetsBOY |
| Total Assets EOY | 1094759 | TotalAssetsEOY |
| Total Assets EOYFMV | 1094759 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 922964 | RetainedEarningsBOY |
| Retained Earnings EOY | 1094759 | RetainedEarningsEOY |
| Total Net Assets BOY | 922964 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1094759 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 922964 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1094759 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 922964 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -7046 | ExcessOfRevenueOverExpenses |
| Other Increases | 178841 | OtherIncreases |
| Subtotal | 1094759 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1094759 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 67996 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 837250 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.081213 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 90101 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 837250 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.107615 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 46190 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 640250 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.072144 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 58185 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 788000 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.073839 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 63099 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1083500 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058236 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.393047 | TotalDistributionRatio |
| Average Distribution Ratio | 0.078609 | AverageDistributionRatio |
| Net Noncharitable Assets | 985000 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 77430 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 739 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 78169 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 79646 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 739 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 739 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 800 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 800 | TotalCreditsAndPayments |
| Overpayment | 61 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 61 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | IL | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | SHIRLEY ISENBERG | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7735390385 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances | 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1000000 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 0 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1000000 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1000000 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15000 | CashDeemedCharitable |
| Net Noncharitable Assets | 985000 | NetNoncharitableAssets |
| Minimum Investment Return | 49250 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 49250 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 739 | TaxBasedOnInvestmentIncome |
| Total Tax | 739 | TotalTax |
| Distributable Amount Before Adj | 48511 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 48511 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 48511 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 79646 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 79646 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 739 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 78907 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 48511 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 10570 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 20363 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 15699 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 49754 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 27563 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 123949 | TotalExcessDistriCarryover |
| Qualifying Distributions | 79646 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 48511 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 31135 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 155084 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 10570 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 144514 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 20363 | ExcessFromYear4 |
| Excess From Year3 | 15699 | ExcessFromYear3 |
| Excess From Year2 | 49754 | ExcessFromYear2 |
| Excess From Year1 | 27563 | ExcessFromYear1 |
| Excess From Current Year | 31135 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | SHIRLEY ISENBERG | RecipientName |
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 Number | 7735390385 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN APPLICATION INDICATING RELIGIOUS OR EDUCATIONAL PURPOSE | FormAndInfoAndMaterials |
| Submission Deadlines | ORGANIZED RELIGIOUS OR EDUCATION INSTITUTIONS ONLY | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|
| AMER FRIENDS OF DARCHEI NOAM | |||||||||
| 410 E 3RD ST | BROOKLYN | NY | 11218 | NONE | EDUCATIONAL | $4,800 | |||
| AMER FRIENDS OF YAD SARAH | |||||||||
| 450 PARK AVE | NEW YORK | NY | 10022 | NONE | SOCIAL WELFARE | $1,000 | |||
| AMR FRNDS OF SHAALEI TORAH | |||||||||
| 852 WOODMERE PLACE | WOODMERE | NY | 11598 | NONE | SOCIAL WELFARE | $20,000 | |||
| ASSOC FOR ADVANCEMENT OF TORAH | |||||||||
| 8170 MCCORMICK | SKOKIE | IL | 60076 | NONE | EDUCATIONAL | $8,250 | |||
| CHAI LIFELINE | |||||||||
| 150 WEST 30TH ST | NEW YORK | NY | 10001 | NONE | SOCIAL WELFARE | $3,500 | |||
| CHICAGO CHESED FUND | |||||||||
| 7045 N RIDGEWAY AVE | LINCOLNWOOD | IL | 60712 | NONE | SOCIAL WELFARE | $5,450 | |||
| EZER METZION | |||||||||
| 1281 49TH ST | BROOKLYN | NY | 11219 | NONE | SOCIAL WELFARE | $2,000 | |||
| HEBREW THEOLOGICAL COLLEGE | |||||||||
| 7135 N CARPENTER ROAD | SKOKIE | IL | 60076 | NONE | EDUCATIONAL | $1,000 | |||
| KEREN YISSACHAR DOV | |||||||||
| 875 DRIGGS AVE | BROOKLYN | NY | 11211 | NONE | EDUCATIONAL | $2,800 | |||
| KHAL CHASIDIM | |||||||||
| 6756 N RICHMOND | CHICAGO | IL | 60645 | NONE | SOCIAL WELFARE | $2,000 | |||
| TZDAKAH VECHESED | |||||||||
| 1329 44TH STREET | BROOKLYN | NY | 12910 | NONE | EDUCATIONAL | $6,001 | |||
| VAR MISC ORGANIZED CHARITIES | |||||||||
| 3750 W DEVON AVENUE | LINCOLNWOOD | IL | 60712 | NONE | EDUCATIONAL | $14,745 | |||
| YESHIVAS BEIS YISROEL | |||||||||
| NONE | EDUCATIONAL | $3,500 | 9 ZEVIN ST- NEVEH YAKOV | JERUSALEM | IS | ||||
| YESHIVAS TIFERES TZION | |||||||||
| NONE | EDUCATIONAL | $4,600 | 39 JERUSALEM ST | BNEI BRAK | IS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 79646 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 57652 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16238 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 73890 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 73890 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
| 4 | EDUCATIONAL AND SOCIAL WELFARE ACTIVITIES |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION | Category |
| Amount | $1,275 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | SECURITIES | NameOfStock |
| EOY Book Value | 1076682 | EOYBookValue |
| EOYFMV | 1076682 | EOYFMV |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | APPRECIATION OF SECURITIES | Description |
| Amount | $178,841 | Amount |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IL CHARITY BUREAU | Category |
| Amount | $15 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |