JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JULES AND BARBARA NORDLICHT (EIN 11-3074444)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-15
- IRS object ID
- 201312279349100561
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-08-15T13:06:20-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113330296 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORDLICHT & CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 577 MADISON AVE | AddressLine1 |
| City | WEST HEMPSTEAD | City |
| State | NY | State |
| ZIP Code | 11552 | 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 | 113074444 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JULES AND BARBARA NORDLICHT FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JULE | NameControl |
| Phone | 5164324621 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1 |
| City | LONG BEACH | City |
| State | NY | State |
| ZIP Code | 11561 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULES NORDLICHT | Name |
| Title | TRUSTEE | Title |
| Phone | 5164324621 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL NORDLICHT | Name |
| PTIN | P01351388 | PTIN |
| Date Prepared | 2013-08-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | 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 | 2348528 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 214205 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 149 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 149 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 149 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 294978 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 294978 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 294978 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -189681 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 341451 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 0 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 319651 | TotalRevenueAndExpenses |
| Total Net Investment Income | 295127 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 295127 | 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 |
| Taxes Rev And Expnss | 4946 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 25765 | 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 | 30711 | 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 | 113689 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 113689 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 144400 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 113689 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 175251 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 295127 | NetInvestmentIncome |
| Adjusted Net Income | 295127 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 495579 | CashBOY |
| Cash EOY | 403971 | CashEOY |
| Cash EOYFMV | 403971 | CashEOYFMV |
| Investments Corp Stock BOY | 653099 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 236173 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 253350 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 1002116 | InvestmentsOtherBOY |
| Investments Other EOY | 1685901 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 1691207 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2150794 | TotalAssetsBOY |
| Total Assets EOY | 2326045 | TotalAssetsEOY |
| Total Assets EOYFMV | 2348528 | 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 | 2150794 | RetainedEarningsBOY |
| Retained Earnings EOY | 2326045 | RetainedEarningsEOY |
| Total Net Assets BOY | 2150794 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2326045 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2150794 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2326045 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2150794 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 175251 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 2326045 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2326045 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | 1500 CME GROUP | DescriptionOfAsset |
| How Acquired | D | HowAcquired |
| Gross Sales Price | 341451 | GrossSalesPrice |
| Cost Or Other Basis | 531132 | CostOrOtherBasis |
| Gain Or Loss | -189681 | GainOrLoss |
| Gains Minus Excess Or Losses | -189681 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -189681 | 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 | 282477 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2084884 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.135488 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 296343 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1800248 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.164612 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 290093 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 2210389 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.131241 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 266438 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2230510 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.119452 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 385668 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1724178 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.223682 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.774475 | TotalDistributionRatio |
| Average Distribution Ratio | 0.154895 | AverageDistributionRatio |
| Net Noncharitable Assets | 2204846 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 341520 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 2951 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 344471 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 113689 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 5903 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 5903 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 5903 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 5000 | TaxPaidWithExtension |
| Total Credits And Payments | 5000 | TotalCreditsAndPayments |
| Penalty For Underpayment | 111 | PenaltyForUnderpayment |
| Tax Due | 1014 | 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 |
| 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 | JULES NORDLICHT | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5164324621 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 BEECH STREET | AddressLine1 |
| City | LONG BEACH | City |
| State | NY | State |
| ZIP Code | 11561 | 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 |
|---|---|---|---|---|---|---|---|---|
| JULES NORDLICHT | ||||||||
| 255 W BEECH STREET | LONG BEACH | NY | 11561 | PRES | 0.00 | 0 | 0 | 0 |
| BARBARA NORDLICHT | ||||||||
| 255 W BEECH STREET | LONG BEACH | NY | 11561 | TREAS | 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 |
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 | 1788645 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 449777 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2238422 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 2238422 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 33576 | CashDeemedCharitable |
| Net Noncharitable Assets | 2204846 | NetNoncharitableAssets |
| Minimum Investment Return | 110242 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | X | Sect4942j3j5FndtnAndFrgnOrg |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 113689 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 113689 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 113689 | AdjQualifyingDistributions |
Private Operating Foundations PrivateOperatingFoundations
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | X | Section4942j3 |
Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 110242 | CurrentYear |
| Year1 | 104244 | Year1 |
| Year2 | 77761 | Year2 |
| Year3 | 77935 | Year3 |
| Total | 370182 | Total |
Percent85 Of Lessor Percent85OfLessor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 93706 | CurrentYear |
| Year1 | 88607 | Year1 |
| Year2 | 66097 | Year2 |
| Year3 | 66245 | Year3 |
| Total | 314655 | Total |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 113689 | CurrentYear |
| Year1 | 282477 | Year1 |
| Year2 | 297121 | Year2 |
| Year3 | 290093 | Year3 |
| Total | 983380 | Total |
Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 0 | CurrentYear |
| Year1 | 0 | Year1 |
| Year2 | 0 | Year2 |
| Year3 | 0 | Year3 |
| Total | 0 | Total |
Qlfy Distri Made Directly QlfyDistriMadeDirectly
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 113689 | CurrentYear |
| Year1 | 282477 | Year1 |
| Year2 | 297121 | Year2 |
| Year3 | 290093 | Year3 |
| Total | 983380 | Total |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Two Thirds Min Invst Return TwoThirdsMinInvstReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | 73495 | CurrentYear |
| Year1 | 69496 | Year1 |
| Year2 | 60008 | Year2 |
| Year3 | 73679 | Year3 |
| Total | 276678 | Total |
Total Support TotalSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Public Support PublicSupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Largest Support From EO LargestSupportFromEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Gross Investment Income GrossInvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JULES NORDLICHT | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JULES NORDLICHT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 255 WEST BEECH STREET | AddressLine1 |
| City | LONG BEACH | City |
| State | NY | State |
| ZIP Code | 11561 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5164324621 | RecipientPhoneNumber |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (35 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| AMER FRIENDS OF ERETZ HEMDAH | |||||
| 8 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | CHARITIES | $200 |
| AMER FRIENDS OF YAD ELIEZER | |||||
| 1102 EAST 26 STREET | BROOKLYN | NY | 11210 | CHARITIES | $322 |
| ISRAEL PURIM FUND | |||||
| 225 WEST BEECH STREET | LONG BEACH | NY | 11561 | CHARITIES | $54 |
| AMER FRIENDS OF YESHEVAT BNAI AKIVA | |||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITIES | $28,000 |
| MOSED SHETA CHAIM | |||||
| 97 WEBSTER STREET | BROOKLYN | NY | 11230 | CHARITIES | $1,800 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||
| 51 E 42ND STREET | NEW YORK | NY | 10017 | CHARITIES | $180 |
| AMIT | |||||
| 817 BROADWAY | NEW YORK | NY | 10003 | CHARITIES | $26,492 |
| TAL TECHIYA | |||||
| 1711 54 STREET | BROOKLYN | NY | 11230 | CHARITIES | $54 |
| CENTRAL FUND OF ISRAEL | |||||
| 980 6TH AVE | NEW YORK | NY | 10018 | CHARITIES | $1,800 |
| ETZ JACOB HEBREW ACADEMY | |||||
| 7951 BEVERLY BLVD | LOS ANGELES | CA | 90048 | CHARITIES | $360 |
| EZRAH TORAH | |||||
| 235 EAST BROADWAY | NEW YORK | NY | 10002 | CHARITIES | $180 |
| AMERICAN JEWISH HISTORICAL SOCIETY | |||||
| 15 WEST 16TH STREET | NEW YORK | NY | 10011 | CHARITIES | $2,000 |
| JEWISH HERITAGE CENTER | |||||
| 86-29 MAIN STREET | FLUSHING | NY | 11367 | CHARITIES | $2,302 |
| KAYAMA | |||||
| 1363 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | CHARITIES | $360 |
| ORTHIDOX UNION | |||||
| 11 BROADWAY | NEW YORK | NY | 10004 | CHARITIES | $54 |
| LONG BEACH MEDICAL SCHOOL | |||||
| 455 E BAY DRIVE | LONG BEACH | NY | 11561 | CHARITIES | $600 |
| JEWISH EDUCATORS ASSEMBLY | |||||
| PO BOX 413 | CEDARHURST | NY | 11516 | CHARITIES | $150 |
| MESIFTA OF LONG BEACH | |||||
| 225 WEST BEECH STREET | LONG BEACH | NY | 11561 | CHARITIES | $322 |
| MOSDOS NAROLER CONG KOLEL | |||||
| 2409 AVE U | BROOKLYN | NY | 11229 | CHARITIES | $250 |
| NASH KESTENBAUM BIKUR CHOLIM | |||||
| 443 E PENN STREET | LONG BEACH | NY | 11561 | CHARITIES | $385 |
| RABBI JACOB JOSEPH SCHOOL | |||||
| 400 CASWELL AVE | STATEN ISLAND | NY | 10314 | CHARITIES | $168 |
| RIETS | |||||
| 500 180TH STREET | NEW YORK | NY | 10033 | CHARITIES | $1,000 |
| SAR ACADEMY | |||||
| 655 WEST 254TH STREET | RIVERDALE | NY | 10471 | CHARITIES | $23,250 |
| SHARSHERET | |||||
| 1086 TEANECK ROAD | TEANECK | NJ | 07666 | CHARITIES | $100 |
| YAD YISROEL | |||||
| 1070 38TH STREET | BROOKLYN | NY | 11219 | CHARITIES | $180 |
| YESHIVA UNIVERSITY | |||||
| 500 WEST 185 STREET | NEW YORK | NY | 10033 | CHARITIES | $6,000 |
| YOUNG ISRAEL OF LONG BEACH | |||||
| 120 LONG BEACH BLVD | LONG BEACH | NY | 11561 | CHARITIES | $14,868 |
| YOUNG ISRAEL OF PLAINVIEW | |||||
| 132 SOUTHERN PARKWAY | PLAINVIEW | NY | 11803 | CHARITIES | $360 |
| YOUNG ISRAEL OF GREAT NECK | |||||
| 236 MIDDLE NECK ROAD | GREAT NECK | NY | 11021 | CHARITIES | $500 |
| LONG BEACH MIKVAH ASSOC | |||||
| 280 E PENN STREET | LONG BEACH | NY | 11561 | CHARITIES | $250 |
| YOUNG ISRAEL OF FAR ROCKAWAY | |||||
| 716 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | CHARITIES | $350 |
| STAND WITH US | |||||
| POB 341069 | LOS ANGELES | CA | 90034 | CHARITIES | $500 |
| YESHIVA BETH ABRAHAM | |||||
| 73 WEST 47TH STREET | NEW YORK | NY | 10036 | CHARITIES | $180 |
| TORAH SCHOOLS FOR ISRAEL | |||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 10005 | CHARITIES | $18 |
| MATAN B SEFER BAMBI | |||||
| 424 W E A | NEW YORK | NY | 10024 | CHARITIES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 113689 | 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 | 149 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 294978 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -189681 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $0 | ExclusionAmount |
| Related Or Exempt Function Income | 105446 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 105446 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | INTEREST INCOME |
| 4 | DIVIDEND INCOME |
| 6A | GAIN ON SALE |
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 | Noncash Contribution TypeNoncashContributionType | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|---|
| 1 | JULES NORDLICHT | 255 WEST BEECH STREET | LONG BEACH | NY | 11561 | 114205 | X | |
| 2 | JULES NORDLICHT | 255 WEST BEECH STREET | LONG BEACH | NY | 11561 | 100000 | X |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 500 SHRS CME GROUP | NoncashPropertyDescription |
| Fair Market Value | 114205 | FairMarketValue |
| Date Received | 2012-01-11 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 236173 | EOYBookValue |
| EOYFMV | 253350 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 1685901 | BookValue |
| EOYFMV | 1691207 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK CHARGES | 65 | 0 | 0 | 0 |
| FEES | 25700 | 0 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $4,946 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments