ETZCHAIM CHARITABLE TR: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ETZCHAIM CHARITABLE TR (EIN 13-7138977)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2013-01-31
- IRS object ID
- 201310319349100201
- 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
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-01-31T08:38:50-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 420714325 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137138977 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ETZ CHAIM CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ETZC | NameControl |
| Phone | 7188519700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 50TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHAYEM MEISELS | Name |
| Title | TRUSTEE | Title |
| Phone | 7188519700 | Phone |
| Date Signed | 2013-01-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARVIN ANTMAN | Name |
| PTIN | P00029692 | PTIN |
| Phone | 2123721000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 9631496 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1835000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 83 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 83 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 83 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 182550 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 181462 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 182550 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 57370 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 343959 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 57370 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2075003 | TotalRevenueAndExpenses |
| Total Net Investment Income | 238915 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 182633 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 18178 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 18178 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 500000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 500000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 518178 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 500000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1556825 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 238915 | NetInvestmentIncome |
| Adjusted Net Income | 182633 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 14046 | CashBOY |
| Cash EOY | 31703 | CashEOY |
| Cash EOYFMV | 31703 | CashEOYFMV |
| Other Notes And Loans Receivable | 881 | OtherNotesAndLoansReceivable |
| Allwnc For Dbtfl Acct Other Rcvbl | 0 | AllwncForDbtflAcctOtherRcvbl |
| Other Notes And Loans Rcvbl BOY | 0 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 881 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 881 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Other BOY | 8011638 | InvestmentsOtherBOY |
| Investments Other EOY | 9549925 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 9598912 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 8025684 | TotalAssetsBOY |
| Total Assets EOY | 9582509 | TotalAssetsEOY |
| Total Assets EOYFMV | 9631496 | 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 | 8025684 | RetainedEarningsBOY |
| Retained Earnings EOY | 9582509 | RetainedEarningsEOY |
| Total Net Assets BOY | 8025684 | TotalNetAssetsBOY |
| Total Net Assets EOY | 9582509 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 8025684 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 9582509 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 8025684 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1556825 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 9582509 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 9582509 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| .4140SHS GEORGE PUTNAM FUND CL A | P | 2010-06-18 | 2011-01-25 | 5 | 5 | 0 | 0 |
| 18,173.00SHS GEORGE PUTNAM FUND CL A | P | 2003-09-17 | 2011-01-25 | 221342 | 286584 | -65242 | -65242 |
| SALE OF HARBOR GROUP MANAGEMENT LLC | P | 2009-12-01 | 2011-12-31 | 83694 | 83694 | 83694 | |
| CAPITAL GAINS DIVIDENDS | P | 38918 | 38918 | 38918 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 57370 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 0 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 400000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6817758 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.058670 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 238840 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4096512 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.058303 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 91850 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1809175 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.050769 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 57850 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1004559 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.057587 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 31183 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 870161 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.035836 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.261165 | TotalDistributionRatio |
| Average Distribution Ratio | 0.052233 | AverageDistributionRatio |
| Net Noncharitable Assets | 7694143 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 401888 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2389 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 404277 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 500000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 2389 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 2389 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 2389 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 2389 | TaxDue |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | SAUL WOLF | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7188519700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1520 50TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAUL WOLF | ||||||||
| 1520 50TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| DEBORAH WOLF | ||||||||
| 1520 50TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
| Amount1 | 0 | Amount1 |
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 22874 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 7788439 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 7811313 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 7811313 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 117170 | CashDeemedCharitable |
| Net Noncharitable Assets | 7694143 | NetNoncharitableAssets |
| Minimum Investment Return | 384707 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 384707 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 2389 | TaxBasedOnInvestmentIncome |
| Total Tax | 2389 | TotalTax |
| Distributable Amount Before Adj | 382318 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 382318 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 382318 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 500000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 500000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 2389 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 497611 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 382318 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year4 | 33030 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1542 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 34014 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 59112 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 127698 | TotalExcessDistriCarryover |
| Qualifying Distributions | 500000 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 382318 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 117682 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 245380 | 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 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 245380 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 33030 | ExcessFromYear4 |
| Excess From Year3 | 1542 | ExcessFromYear3 |
| Excess From Year2 | 34014 | ExcessFromYear2 |
| Excess From Year1 | 59112 | ExcessFromYear1 |
| Excess From Current Year | 117682 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL SOCIETY FOR HEBREW DAY SCHOOL | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1090 CONEY ISLAND AVENUE | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Purpose Of Grant Or Contribution | UNRESTRICTED | PurposeOfGrantOrContribution |
| Amount | $500,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 500000 | 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) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $83 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $182,550 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $57,370 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $240,003 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 240003 | TotalPartXVIA |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | SAUL AND DEBORAH WOLF | 1520 50TH STREET | BROOKLYN | NY | 11219 | 635000 | X |
| 2 | CARTER ENTERPRISES LLC | 1154 47TH STREET | BROOKLYN | NY | 11219 | 1200000 | X |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| INVESTMENT IN TD AMERITRADE | FMV | 8527519 | 8620642 |
| INVESTMENT IN MERILL LYNCH | FMV | 1022406 | 978270 |
| INVESTMENT IN HARBOR GROUP MANAGEMENT | FMV | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| CONSULTINGS FEES | 15709 | 0 | 0 | 0 |
| RENTAL LOSS - VIRGINIA MULTIFAMILY HOLDINGS LLS | 2469 | 0 | 0 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| SAUL AND DEBORAH WOLF | |||
| 1520 50TH STREET | BROOKLYN | NY | 11219 |
| CARTER ENTERPRISES LLC | |||
| 1154 47TH STREET | BROOKLYN | NY | 11219 |
Comments