JULES AND BARBARA NORDLICHT: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
JULES AND BARBARA NORDLICHT (EIN 11-3074444)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-07-24
IRS object ID
201202069349100510
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)
Timestamp2012-07-24T16:01:42-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN113330296EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1NORDLICHT & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1577 MADISON AVEAddressLine1
CityWEST HEMPSTEADCity
StateNYState
ZIP Code11552ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN113074444EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JULES AND BARBARA NORDLICHT FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJULENameControl
Phone5164324621Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1
CityLONG BEACHCity
StateNYState
ZIP Code11561ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJULES NORDLICHTName
TitleTRUSTEETitle
Phone5164324621Phone
Date Signed2012-07-24DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMICHAEL NORDLICHTName
PTINP01351388PTIN
Date Prepared2012-07-24DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY1982968FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss121968ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss140InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm140InterestOnSavingsNetInvstIncm
Interest On Savings Adj Net Incm140InterestOnSavingsAdjNetIncm
Dividends Rev And Expnss241934DividendsRevAndExpnss
Dividends Net Invst Incm241934DividendsNetInvstIncm
Dividends Adj Net Incm241934DividendsAdjNetIncm
Net Gain Sale Assets Rev And Expnss5227NetGainSaleAssetsRevAndExpnss
Gross Sales Price602618GrossSalesPrice
Capital Gain Net Incm Net Invst Incm5227CapitalGainNetIncmNetInvstIncm
Net STCG Adj Net Incm2618NetSTCGAdjNetIncm
Total Revenue And Expenses369269TotalRevenueAndExpenses
Total Net Investment Income247301TotalNetInvestmentIncome
Total Adjusted Net Income244692TotalAdjustedNetIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Adj Net Incm0CompOfcrDirTrstAdjNetIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Taxes Rev And Expnss791TaxesRevAndExpnss
Taxes Net Invst Incm0TaxesNetInvstIncm
Taxes Adj Net Incm0TaxesAdjNetIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss17681OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Adj Net Incm0OtherExpensesAdjNetIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss18472TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm0TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm0TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss282477ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps282477ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss300949TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm0TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm0TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps282477TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses68320ExcessOfRevenueOverExpenses
Net Investment Income247301NetInvestmentIncome
Adjusted Net Income244692AdjustedNetIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Cash BOY37763CashBOY
Cash EOY495579CashEOY
Cash EOYFMV495579CashEOYFMV
Investments Corp Stock BOY531132InvestmentsCorpStockBOY
Investments Corp Stock EOY653099InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV487340InvestmentsCorpStockEOYFMV
Investments Other BOY1513579InvestmentsOtherBOY
Investments Other EOY1002116InvestmentsOtherEOY
Investments Other EOYFMV1000049InvestmentsOtherEOYFMV
Total Assets BOY2082474TotalAssetsBOY
Total Assets EOY2150794TotalAssetsEOY
Total Assets EOYFMV1982968TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY2082474RetainedEarningsBOY
Retained Earnings EOY2150794RetainedEarningsEOY
Total Net Assets BOY2082474TotalNetAssetsBOY
Total Net Assets EOY2150794TotalNetAssetsEOY
Total Liabilities Net Assets BOY2082474TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY2150794TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY2082474TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses68320ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal2150794Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY2150794TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
LORD ABBETT SHORT DURATIONP2011-03-2560000059739126092609
CALLS CME GROUPP261826182618
FieldValueIRS element (for citing)
Capital Gain Net Income5227CapitalGainNetIncome
Net Short Term Capital Gain Or Loss2618NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1296343QualifyingDistributionsYear1
Noncharitable Assets Year11800248NoncharitableAssetsYear1
Distribution Ratio Year10.164612DistributionRatioYear1
Qualifying Distributions Year2290093QualifyingDistributionsYear2
Noncharitable Assets Year22210389NoncharitableAssetsYear2
Distribution Ratio Year20.131241DistributionRatioYear2
Qualifying Distributions Year3266438QualifyingDistributionsYear3
Noncharitable Assets Year32230510NoncharitableAssetsYear3
Distribution Ratio Year30.119452DistributionRatioYear3
Qualifying Distributions Year4385668QualifyingDistributionsYear4
Noncharitable Assets Year41724178NoncharitableAssetsYear4
Distribution Ratio Year40.223682DistributionRatioYear4
Qualifying Distributions Year5102589QualifyingDistributionsYear5
Noncharitable Assets Year5846769NoncharitableAssetsYear5
Distribution Ratio Year50.121153DistributionRatioYear5
Total Distribution Ratio0.760140TotalDistributionRatio
Average Distribution Ratio0.152028AverageDistributionRatio
Net Noncharitable Assets2084884NetNoncharitableAssets
Adjusted Noncharitable Assets316961AdjustedNoncharitableAssets
One Percent Net Investment Income2473OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One319434AdjNonchrtblAssetsAndOnePct
Qualifying Distributions282477QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4946InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4946Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4946TaxBasedOnInvestmentIncome
Tax Paid With Extension2550TaxPaidWithExtension
Total Credits And Payments2550TotalCreditsAndPayments
Penalty For Underpayment20PenaltyForUnderpayment
Tax Due2416TaxDue

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 Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
Form990 PF Filed With AG1Form990PFFiledWithAG
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 NameJULES NORDLICHTBooksInCareOfPersonName
Books In Care Of Phone Number5164324621BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line1255 BEECH STREETAddressLine1
CityLONG BEACHCity
StateNYState
ZIP Code11561ZIPCode
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 Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
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 (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JULES NORDLICHT
255 W BEECH STREETLONG BEACHNY11561PRES0.00000
BARBARA NORDLICHT
255 W BEECH STREETLONG BEACHNY11561TREAS0.00000
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 Securities1849963AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances266671AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets2116634TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets2116634AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable31750CashDeemedCharitable
Net Noncharitable Assets2084884NetNoncharitableAssets
Minimum Investment Return104244MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgXSect4942j3j5FndtnAndFrgnOrg

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions282477ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions282477QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions282477AdjQualifyingDistributions

Private Operating Foundations PrivateOperatingFoundations

FieldValueIRS element (for citing)
Section4942j3XSection4942j3

Lessor Adj Net Incm Min Invst Return LessorAdjNetIncmMinInvstReturn

FieldValueIRS element (for citing)
Current Year104244CurrentYear
Year177761Year1
Year277935Year2
Year3111526Year3
Total371466Total

Percent85 Of Lessor Percent85OfLessor

FieldValueIRS element (for citing)
Current Year88607CurrentYear
Year166097Year1
Year266245Year2
Year394797Year3
Total315746Total

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Current Year282477CurrentYear
Year1297121Year1
Year2290093Year2
Year3266438Year3
Total1136129Total

Qlfy Distri Not Used Directly QlfyDistriNotUsedDirectly

FieldValueIRS element (for citing)
Current Year0CurrentYear
Year10Year1
Year20Year2
Year30Year3
Total0Total

Qlfy Distri Made Directly QlfyDistriMadeDirectly

FieldValueIRS element (for citing)
Current Year282477CurrentYear
Year1297121Year1
Year2290093Year2
Year3266438Year3
Total1136129Total

Total Assets TotalAssets

FieldValueIRS element (for citing)
Total0Total

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3Bi

FieldValueIRS element (for citing)
Total0Total

Two Thirds Min Invst Return TwoThirdsMinInvstReturn

FieldValueIRS element (for citing)
Current Year69496CurrentYear
Year160008Year1
Year273679Year2
Year374351Year3
Total277534Total

Total Support TotalSupport

FieldValueIRS element (for citing)
Total0Total

Public Support PublicSupport

FieldValueIRS element (for citing)
Total0Total

Largest Support From EO LargestSupportFromEO

FieldValueIRS element (for citing)
Total0Total

Gross Investment Income GrossInvestmentIncome

FieldValueIRS element (for citing)
Total0Total

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJULES NORDLICHTContributingManager
Only Contributes To PreselectedXOnlyContributesToPreselected

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJULES NORDLICHTRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1
CityLONG BEACHCity
StateNYState
ZIP Code11561ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number5164324621RecipientPhoneNumber
Form And Info And MaterialsWRITTEN REQUESTFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (36 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodePurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
NASH KESTENBAUM BIKUR CHOLIM
443 E PENN STREETLONG BEACHNY11561CHARITIES$275
AMER FRIENDS OF YESHEVAT BNAI AKIVA
11 BROADWAYNEW YORKNY10004CHARITIES$6,600
AMIT
817 BROADWAYNEW YORKNY10003CHARITIES$202,327
KOLEL BETH SHUMEL AARON
2409 AVE UBROOKLYNNY11229CHARITIES$250
FRIENDS OF LUBOVITCH
5401 COLLINS AVEMIAMI BEACHFL33140CHARITIES$250
YOUNG ISRAEL OF LONG BEACH
120 LONG BEACH BLVDLONG BEACHNY11561CHARITIES$8,352
SHARSHERET
1086 TEANECK ROADTEANECKNJ07666CHARITIES$180
YESHIVA GEDOLAH OF FIVE TOWNS
846 WEST BROADWAYWOODMERENY11598CHARITIES$2,410
JEWISH HERITAGE CENTER
86-29 MAIN STREETFLUSHINGNY11367CHARITIES$4,436
KAYAMA
1363 CONEY ISLAND AVEBROOKLYNNY11230CHARITIES$360
MESIFTA OF LONG BEACH
225 WEST BEECH STREETLONG BEACHNY11561CHARITIES$252
BACH
210 EDWARDS BLVDLONG BEACHNY11561CHARITIES$396
SAR ACADEMY
655 WEST 254TH STREETRIVERDALENY10471CHARITIES$19,500
CENTRAL FUND OF ISRAEL
980 6TH AVENEW YORKNY10018CHARITIES$2,050
RIETS
500 180TH STREETNEW YORKNY10033CHARITIES$300
BETH EL SYNAGOGUE
1324 NORTH AVENEW ROCHELLENY10804CHARITIES$9,195
YESHIVA HAR TORAH
250-10 GRAND CENTRAL PKWYLITTLE NECKNY11426CHARITIES$3,000
YESHIVA UNIVERSITY
500 WEST 185 STREETNEW YORKNY10033CHARITIES$17,600
YAD YISROEL
1070 38TH STREETBROOKLYNNY11219CHARITIES$118
CHAI LIFELINE
151 WEST 30TH STREETNEW YORKNY10001CHARITIES$18
MERCAZ HATORAH OF BELLE HARBOR
505 E 129TH STREETBELLE HARBORNY11694CHARITIES$250
ETZ JACOB HEBREW ACADEMY
7951 BEVERLY BLVDLOS ANGELESCA90048CHARITIES$100
AMERICAN FRIENDS OF ALYN HOSPITAL
51 E 42ND STREETNEW YORKNY10017CHARITIES$118
AMER FRIENDS OF KEDUNIM
UNIONUNIONNJ07083CHARITIES$360
YESHIVA TORAH VODAATH
425 E 9TH STREETBROOKLYNNY11218CHARITIES$36
MESIVTAH TIFERETH JERUSALEM
145 E BROADWAYNEW YORKNY10002CHARITIES$850
RABBI JACOB JOSEPH SCHOOL
400 CASWELL AVESTATEN ISLANDNY10314CHARITIES$118
LONG BEACH MEDICAL SCHOOL
455 E BAY DRIVELONG BEACHNY11561CHARITIES$600
MOSDOS NAROLER CONG KOLEL
2409 AVE UBROOKLYNNY11229CHARITIES$250
AMERICAN COMMITTEE FOR SHARE ZEDEK
55 WEST 39TH STREETNEW YORKNY10018CHARITIES$1,000
EZRAH TORAH
235 EAST BROADWAYNEW YORKNY10002CHARITIES$36
NER RACHAMIM INSTITUTION
980 6TH AVENEW YORKNY10018CHARITIES$250
SHAR YOSHUV
1 CEDAR LAWN AVELAWRENCENY11559CHARITIES$100
YESHIVA NESIVOS CHAIM
221 AVE FBROOKLYNNY11218CHARITIES$180
AMER FRIENDS OF ERETZ HEMDAH
8 SOUTH MICHIGAN AVECHICAGOIL60603CHARITIES$180
AMER FRIENDS OF N PITTSBURG
411 N CITRUS AVELOS ANGELESCA90036CHARITIES$180
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year282477TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Related Or Exempt Function Income140RelatedOrExemptFunctionIncome

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Related Or Exempt Function Income241934RelatedOrExemptFunctionIncome

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Related Or Exempt Function Income5227RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$0ExclusionAmount
Related Or Exempt Function Income247301RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA247301TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (3 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
3INTEREST INCOME
4DIVIDEND INCOME
6AGAIN ON SALE

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJULES NORDLICHTContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1255 WEST BEECH STREETAddressLine1
CityLONG BEACHCity
StateNYState
ZIP Code11561ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions121968AggregateContributions
Noncash Contribution TypeXNoncashContributionType

Noncash Property NoncashProperty

FieldValueIRS element (for citing)
Contributor Number From Part I1ContributorNumberFromPartI
Noncash Property Description500 SHRS CME GROUPNoncashPropertyDescription
Fair Market Value121968FairMarketValue
Date Received2011-12-28DateReceived

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
EOY Book Value653099EOYBookValue
EOYFMV487340EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value1002116BookValue
EOYFMV1000049EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeAdjusted Net IncomeAdjustedNetIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
BANK CHARGES198000
FEES17483000

Taxes Schedule TaxesSchedule

Taxes Taxes

FieldValueIRS element (for citing)
Amount$791Amount
Net Investment Income0NetInvestmentIncome
Adjusted Net Income0AdjustedNetIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

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