SO CHARITABLE TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SO CHARITABLE TRUST (EIN 13-3050892)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-03-20
- IRS object ID
- 202610799349101006
- Schema version
- 2024v5.5
- 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
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-20T18:41:46-05:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133979669 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALPINE RESOURCES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 70-20 AUSTIN STREET SUITE 107 | AddressLine1Txt |
| City | FOREST HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133050892 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SO CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | DAVID ABOODI TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOCH | BusinessNameControlTxt |
| Phone | 2126415006 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ALPINE RSCS 70-20 AUSTIN ST | AddressLine1Txt |
| City | FOREST HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ODED ABOODI | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2126415006 | PhoneNum |
| Signature | 2026-03-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SIDNEY ITZKOWITZ | PreparerPersonNm |
| PTIN | P01455544 | PTIN |
| Phone | 2126415006 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,743,408 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,540 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $9,942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,767 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,767 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,036 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $70,211 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $67,709 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $900 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $900 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,247 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,020 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $168,098 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $168,098 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $171,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,020 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,998 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,689 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $635,166 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $542,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $542,525 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $100 | AcctRcvblBOYAmt |
| Prepaid Expenses BOY | $500 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $277 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $277 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,052,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,044,673 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,200,606 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,688,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,587,475 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,743,408 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,688,529 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,587,475 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,688,529 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,475 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,688,529 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,587,475 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,688,529 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,054 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,587,475 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,587,475 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 519 SHS JBG SMITH PROPERTIES | D | 1998-04-03 | 2025-03-03 | $7,962 | $8,074 | -$112 | -$112 |
| CAPITAL GAINS DIVIDENDS | P | $74 | $74 | $74 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $927 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $927 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $927 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,100 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,100 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $173 | OverpaymentAmt |
| Applied To ES Tax | $173 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID ABOODI TRUSTEE | IndividualWithBooksNm |
| Phone | 2018260051 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ALPINE RESOURCES LLC 70-20 | AddressLine1Txt |
| Address Line2 | AUSTIN ST | AddressLine2Txt |
| City | FOREST HILLS | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| SOLOMON M WEISS | |||||||||
| 9120 WEST BAY HARBOR DRIVE APT 4A | BAY HARBOR ISLANDS | FL | 33154 | TRUSTEE | 2.00 | $0 | $0 | $0 | |
| HENRY ABOODI | |||||||||
| C/O ALPINE RESOURCES 70-20 AUSTIN | FOREST HILLS | NY | 11375 | TRUSTEE | 2.00 | $0 | $0 | $0 | ST STE 107 |
| DAVID ABOODI | |||||||||
| C/O ALPINE RESOURCES 70-20 AUSTIN | FOREST HILLS | NY | 10150 | TRUSTEE | 2.00 | $0 | $0 | $0 | ST STE 107 |
| ABIGAIL HOFFMAN | |||||||||
| C/O ALPINE RESOURCES 70-20 AUSTIN | FOREST HILLS | NY | 10150 | TRUSTEE | 2.00 | $0 | $0 | $0 | ST STE 107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,217,535 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $637,258 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,854,793 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,854,793 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,822 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,811,971 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,599 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,599 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $927 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $927 | TotalTaxAmt |
| Distributable Before Adj | $139,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,998 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $168,998 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,945 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $380,657 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $525,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $384,500 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,435,462 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $168,998 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $139,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,326 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,464,788 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $102,945 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,361,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $380,657 | ExcessFromYear4Amt |
| Excess From Year3 | $525,799 | ExcessFromYear3Amt |
| Excess From Year2 | $384,500 | ExcessFromYear2Amt |
| Excess From Year1 | $41,561 | ExcessFromYear1Amt |
| Excess From Current Year | $29,326 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE TEL AVIV MUSEUM | |||||||
| 545 FIFTH AVENUE | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||
| 1040 AVENUE OF THE AMERICAS 23RD FL | NEW YORK | NY | 10018 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| AMERICAN FRIENDS OF YESHIVA HAKOTEL | |||||||
| 43 RECTOR COURT | BERGENFIELD | NJ | 07621 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $756 |
| AMERICAN ISRAEL CULTURAL FOUNDATION | |||||||
| 1460 BROADWAY | BROOKLYN | NY | 11211 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| AMERICAN FRIENDS ISRAEL PHILHARMONIC | |||||||
| 122 E 42ND STREET SUITE 4507 | NEW YORK | NY | 10168 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | |||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET MS1Q26 | WALTHAM | MA | 02453 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,600 |
| AHAVAS YISRAEL | |||||||
| 1587 ROUTE 87 | EDISON | NJ | 08817 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,000 |
| CHABAD AT BRANDEIS | |||||||
| 54 TURNER STREET | WALTHAM | MA | 02453 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 |
| CONGREGATION BRIS AVROHOM | |||||||
| 910 SALEM AVENUE | HILLSIDE | NJ | 07205 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 |
| CONGREGATION ADATH JESHURUN | |||||||
| 1391 NORTH AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $152 |
| HOPE & HEROES | |||||||
| 161 FORT WASHINGTON AVENUE IP-7 | NEW YORK | NY | 10032 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $6,400 |
| IN HIS IMAGE | |||||||
| 303 MERRICK ROAD SUITE 506 | LYNBROOK | NY | 11563 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 |
| INSTITUTE FOR JEWISH IDEAS AND IDEALS | |||||||
| 2 WEST 70TH STREET | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,600 |
| JEWISH EDUCATIONAL CENTER | |||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $3,000 |
| JEWISH FEDERATION OF METROWEST | |||||||
| 901 ROUTE 10 EAST | WHIPPANY | NJ | 07981 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,548 |
| LINCOLN SQUARE SYNAGOGUE | |||||||
| 1275 YORK AVENUE | NEW YORK | NY | 10065 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $14,188 |
| LYMPHOMA RESEARCH FOUNDATION | |||||||
| WALL STREET PLAZA 88 PINE STREET | NEW YORK | NY | 10005 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $11,500 |
| MESORAH HERITAGE FOUNDATION | |||||||
| 313 REGINA AVENUE | RAHWAY | NJ | 07065 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 |
| NATIONAL JEWISH OUTREACH PROGRAM | |||||||
| 1345 AVENUE OF THE AMERICAS 2ND FL | NEW YORK | NY | 10105 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 |
| ORTHODOX UNION | |||||||
| 40 RECTOR STREET 4TH FL | NEW YORK | NY | 100061733 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| SIMON WEISENTHAL CENTER | |||||||
| 322 EIGHTH AVENUE SUITE 1702 | NEW YORK | NY | 10001 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| PROJECT HERITAGE OF GREATER MIAMI - RABBI GRUENSTEIN | |||||||
| 675 NE 178TH TERRACE | NORTH MIAMI | NJ | 33162 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $2,016 |
| RESCUERS WITHOUT BORDERS | |||||||
| C/O N SOPINSKY 7950 LANGDON 2ND FL | PHILADELHIA | PA | 19111 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 |
| RUTGERS UNIVERSITY | |||||||
| 335 GEORGE STREET SUITE 4000 | NEW BRUNSWICK | NJ | 08901 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,800 |
| THE NEWARK MUSEUM | |||||||
| 49 WASHINGTON STREET | NEWARK | NJ | 07102 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| THE JEWISH MUSEUM | |||||||
| 1109 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,008 |
| THE LUSTGARTEN FOUNDATION | |||||||
| 1111 STEWART AVENUE | BETHPAGE | NY | 11714 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $5,400 |
| THE NEW YORK PHILHARMONIC | |||||||
| 10 LINCOLN CENTER | NEW YORK | NY | 10023 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| THE WEST POINT JEWISH CHAPEL FUND | |||||||
| PO BOX 84 | WEST POINT | NY | 10996 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $180 |
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| UJA FEDERATION OF NY | |||||||
| 130 E 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $540 |
| WESTSIDE HATZALAH | |||||||
| 131 WEST 86TH STREET | NEW YORK | NY | 10024 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 |
| YOUNG ISRAEL OF SCARSDALE | |||||||
| 1313 WEAVER STREET | SCARSDALE | NY | 10583 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $100,000 |
| YIDDISH BOOK CENTER | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $360 |
| YOUNG ISRAEL OF BAL HARBOUR | |||||||
| 9580 ABBOTT AVENUE | SURFSIDE | FL | 33154 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $1,850 |
| JEWISH EDUCATIONAL CENTER - TORA EZA | |||||||
| 330 ELMORA AVENUE | ELIZABETH | NJ | 07208 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| YESHIVA BETH MOSHE | |||||||
| 930 HICKORY STREET | SCRANTON | PA | 18505 | NONE | PC | FOR CHARITY'S SPECIFIED SERVICES | $108 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $168,098 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,767 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$38 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $67,671 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $67,671 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,800 | Amt |
| Net Investment Income | $900 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,044,673 | EOYBookValueAmt |
| EOYFMV | $2,200,606 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PAYMENTS | CategoryTxt |
| Amt | $1,247 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments