SEG FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-06-23
- IRS object ID
- 202641749349100329
- Schema version
- 2025v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-06-23T16:12:27-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132659310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSER BRETTLER KLAR & LIPSTEIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY SUITE 640 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204909577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGF | BusinessNameControlTxt |
| Phone | 7189512200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 EAST 17TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL ELLIOT GOLDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7189512200 | PhoneNum |
| Signature | 2026-06-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2026-06-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $6,149,106 | 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 | $1,534,250 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $22,175 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22,175 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $95,951 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $95,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $115,408 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,990,774 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,767,784 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $118,126 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,253 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $250 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $26,181 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,181 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $34,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $26,184 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $526,584 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $526,584 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $561,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $26,184 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $530,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,206,266 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $91,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,573,386 | CashBOYAmt |
| Cash EOY | $260,822 | CashEOYAmt |
| Cash EOYFMV | $260,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,762 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,581,791 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,581,791 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $600,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $600,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $600,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $445,036 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $444,383 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $434,742 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,645,647 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,690,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,603,269 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $373,715 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $671,691 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $668,482 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $4,042,546 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,248,812 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,149,106 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,042,546 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,248,812 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,042,546 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,248,812 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,042,546 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,248,812 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,042,546 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,206,266 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,248,812 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,248,812 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,278 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,278 | SubtotalAmt |
| Tax Based On Investment Income | $1,278 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,802 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,802 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,524 | OverpaymentAmt |
| Applied To ES Tax | $5,524 | 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 |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 7189512200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | 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 |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAUL ELLIOT GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHANA GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,436,134 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,710,380 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $600,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,746,514 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,746,514 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $86,198 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,660,316 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $283,016 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $283,016 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,278 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,278 | TotalTaxAmt |
| Distributable Before Adj | $281,738 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $281,738 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $281,738 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $530,334 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $530,334 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $281,738 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $800,178 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $678,960 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $527,208 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $574,305 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $245,550 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,826,201 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,334 | QualifyingDistributionsAmt |
| Applied To Current Year | $281,738 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $248,596 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,074,797 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $800,178 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,274,619 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $678,960 | ExcessFromYear4Amt |
| Excess From Year3 | $527,208 | ExcessFromYear3Amt |
| Excess From Year2 | $574,305 | ExcessFromYear2Amt |
| Excess From Year1 | $245,550 | ExcessFromYear1Amt |
| Excess From Current Year | $248,596 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL GOLDBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BNOS BAIS YAAKOV | |||||||
| 613 BEACH 9TH ST | QUEENS | NY | 11691 | PC | RELIGIOUS | $15,000 | |
| KOLLEL BNEI YESHIVOS | |||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | PC | RELIGIOUS | $5,000 | |
| MOSDOS BOSTON OF LAKEWOOD | |||||||
| 90 HAVENS AVE | LAKEWOOD | NJ | 08701 | PC | RELIGIOUS | $69,000 | |
| TORAH ACADEMY FOR GIRLS | |||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | PC | RELIGIOUS | $1,000 | |
| YESHIVA DARKEI TORAH | |||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | PC | RELIGIOUS | $250,000 | |
| YESHIVA OHR HAMEIR | |||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | PC | RELIGIOUS | $100,000 | |
| MISCELLANEOUS | |||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | PC | RELIGIOUS | $86,584 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $526,584 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,175 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $95,951 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $115,408 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $118,126 | ExclusionAmt |
| Related Or Exempt Function Incm | $115,408 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,534 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| SAUL GOLDBAUM | ||||||
| 1 | 982 E17 ST | BROOKLYN | NY | 11230 | $1,500,000 | Yes (X) |
| JACOB ROSENBERG | ||||||
| 2 | 932 EAST 29TH STREET | BROOKLYN | NY | 11210 | $28,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,500 | Amt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | PURCHASE | $27,293 | $26,901 | $392 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $99,073 | $77,453 | $21,620 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $30,916 | $30,629 | $287 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $91,624 | $89,974 | $1,650 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $750,000 | $749,217 | $783 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $552,560 | $559,637 | -$7,077 |
| PUBLICLY TRADED SECURITIES | PURCHASE | $439,308 | $341,555 | $97,753 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $121,153 | $117,213 |
| JPMORGAN CHASE 18140 SEE ATT | $86,515 | $88,093 |
| MORGAN STANLEY 104858-564 SEE ATT | $181,863 | $181,887 |
| MORGAN STANLEY 985-71827 | $282,160 | $281,289 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $218,298 | $432,065 |
| JPMORGAN CHASE 18140 SEE ATT | $50,765 | $52,466 |
| MORGAN STANLEY 104858-564 SEE ATT | $1,421,062 | $2,118,738 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT FEES | $26,181 | $26,181 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOANS RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $600,000 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $3 | $3 | |
| FILING FEES | $250 | $250 | |
| TAXES | $5,000 |