EDUCATIONAL SUPPORT FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EDUCATIONAL SUPPORT FOUNDATION INC (EIN 13-6159760)
- Tax period
- 2024-06-01 to 2025-05-31
- Filed
- 2026-03-12
- IRS object ID
- 202630719349100728
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-12T13:47:39-07:00 | ReturnTs |
| Tax Period End | 2025-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113108982 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAYER RISPLER & COCPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 HEYWARD ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136159760 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDUCATIONAL SUPPORT FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EDUC | BusinessNameControlTxt |
| Phone | 7182529200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 Central Ave STE 201 | AddressLine1Txt |
| City | Cedarhurst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLY BEER | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2026-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH SCHWARTZ CPA | PreparerPersonNm |
| PTIN | P00002491 | PTIN |
| Phone | 7188529200 | 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 | $19,284,602 | 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 | $355,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $726,935 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $726,935 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $726,935 | DividendsAdjNetIncmAmt |
| Net Rental Income Or Loss | -$26,810 | NetRentalIncomeOrLossAmt |
| Other Income Rev And Expnss | $47,724 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,129,659 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $726,935 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $726,935 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $16,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $16,925 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,925 | AccountingFeesChrtblPrpsAmt |
| Deprec And Dpltn Rev And Expnss | $145 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $145 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,840 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $30 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $30 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $43,910 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,910 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $16,955 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,955 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,492,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,492,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,535,910 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,910 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $16,955 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,508,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$406,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $683,025 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $709,980 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $569,562 | CashBOYAmt |
| Cash EOY | $419,970 | CashEOYAmt |
| Cash EOYFMV | $419,970 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,103,312 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $768,938 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,103,312 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,103,312 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $3,609,515 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $200,795 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $200,795 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $928,325 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,090,048 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,090,048 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $251,198 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $251,198 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $3,988 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $3,190 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $943 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $798 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $798 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $5,654,172 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $3,516,763 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $3,516,763 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $7,659,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $11,701,718 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,701,718 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $19,191,259 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,284,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,284,602 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $854,701 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $863,454 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $854,701 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $863,454 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,336,558 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $18,421,148 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,336,558 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,421,148 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,191,259 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,284,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,336,558 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$406,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $490,841 | OtherIncreasesAmt |
| Subtotal | $18,421,148 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,421,148 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,494 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,494 | SubtotalAmt |
| Tax Based On Investment Income | $9,494 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $332 | EsPenaltyAmt |
| Tax Due | $9,826 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Willy Beer | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7187059300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 Central Ave STE 201 | AddressLine1Txt |
| City | Cedarhurst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| Sandra Schechter | ||||||
| 661 Central Avenue STE 201 | Cedarhurst | NY | 11516 | Treasurer | 1.00 | $0 |
| WILLY BEER | ||||||
| 661 Central Avenue STE 201 | Cedarhurst | NY | 11516 | President | 1.00 | $0 |
| RACHEL BEER | ||||||
| 661 Central Avenue STE 201 | Cedarhurst | NY | 11516 | Vice President | 1.00 | $0 |
| Elliot Beer | ||||||
| 661 Central Avenue DTE 201 | Cedarhurst | NY | 11516 | Secretary | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $494,516 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $18,743,615 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,238,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,238,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $288,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,949,559 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $947,478 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $947,478 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,494 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,494 | TotalTaxAmt |
| Distributable Before Adj | $937,984 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $937,984 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $937,984 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,508,955 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,508,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $937,984 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,062,213 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,508,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,062,213 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $446,742 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $491,242 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Available Upon Request | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 Central Ave STE 201 | AddressLine1Txt |
| City | Cedarhurst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | Non_Related | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Educational | GrantOrContributionPurposeTxt |
| Amt | $1,492,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,492,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (5 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| IRS Tax Refund | 900099 | 1 | $8,668 | |
| K-1 Ordinay Income (Loss) | 221000 | $226 | ||
| K-1 Portfolio Income | 900099 | $6,708 | ||
| K-1 Rental Income (Loss) | 531110 | $7,533 | ||
| Protective Life & Annuity | 900099 | $53,523 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $726,935 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Unrelated Business Taxbl Incm | -$26,810 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$26,810 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $765,991 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,668 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $747,849 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Available upon Request | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 661 Central Ave STE 201 | AddressLine1Txt |
| City | Cedarhurst | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $355,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $16,925 | Amt |
| Net Investment Income | $16,925 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,925 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,925 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Coop Apts - 890 West End Ave | PropertyDesc |
| Acquired | 2000-05-01 | AcquiredDt |
| Cost Or Other Basis | $3,988 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $3,045 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Rt | 0.0364 | Rt |
| Current Year Expense | $145 | CurrentYearExpenseAmt |
| Net Investment Income | $145 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Morgan - Corporate Fixed Income | BondNm |
| EOY Book Value | $251,198 | EOYBookValueAmt |
| EOYFMV | $251,198 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Morgan Stocks | StockNm |
| EOY Book Value | $1,090,048 | EOYBookValueAmt |
| EOYFMV | $1,090,048 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $200,795 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $200,795 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Buildings | CategoryOrItemTxt |
| Cost Or Other Basis | $3,988 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $3,190 | AccumulatedDepreciationAmt |
| Book Value | $798 | BookValueAmt |
| EOYFMV | $798 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF's | FMV | $1,996,937 | $1,996,937 |
| Mutual Funds | FMV | $3,750,887 | $3,750,887 |
| Morgan - Alternative Investments | FMV | $985,502 | $985,502 |
| Charles Schwab | FMV | $1,152,027 | $1,152,027 |
| Life Insurance Annuities | FMV | $1,053,500 | $1,053,500 |
| Precious Metals | FMV | $139,659 | $139,659 |
| Other Investment | FMV | $1,016,480 | $1,016,480 |
| Partnership Interest | FMV | $1,043,226 | $1,043,226 |
| PHL Holdings | FMV | $563,500 | $563,500 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $30 | $30 | $30 | $30 |
| Rental Expenses | $26,810 | $26,810 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| IRS Tax Refund | $8,668 |
| K-1 Ordinay Income (Loss) | -$226 |
| K-1 Portfolio Income | -$6,708 |
| K-1 Rental Income (Loss) | -$7,533 |
| Protective Life & Annuity | $53,523 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY Book Value | $854,701 | BOYBookValueAmt |
| EOY Book Value | $863,454 | EOYBookValueAmt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (2 entries)
| Balance DueBalanceDueAmt |
|---|
| LHF |
| $129,562 |
| Charitable Loans |
| $1,973,750 |
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