CELEBRITY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2022-10-01 to 2023-09-30
- Filed
- 2024-02-12
- IRS object ID
- 202420439349100217
- Schema version
- 2022v5.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-12T14:07:29-06:00 | ReturnTs |
| Tax Period End | 2023-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122947090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2024-02-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MORRIS | PersonFirstNm |
| Person Last | MATALON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129498700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,654,497 | 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 | $500,829 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,334 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,334 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $42,589 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $42,589 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$442 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,694 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $544,310 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $43,923 | 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 |
| Taxes Rev And Expnss | $1,181 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,181 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,181 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,741 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,741 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,922 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,922 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,181 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $263,911 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $263,911 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,833 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,922 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $265,092 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $276,477 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,001 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $431,340 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $559,123 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $559,123 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,099,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,856,558 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,095,374 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,531,167 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,415,681 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,654,497 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,531,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,415,681 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,531,167 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,681 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,531,167 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,415,681 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,531,167 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $276,477 | ExcessRevenueOverExpensesAmt |
| Other Increases | $608,037 | OtherIncreasesAmt |
| Subtotal | $2,415,681 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,415,681 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES | 2022-05-20 | 2023-01-03 | $20 | $16 | $4 | $4 | |
| REVLON INC | 2022-05-20 | 2023-05-02 | $2,120 | -$2,120 | -$2,120 | ||
| CAPITAL GAINS DIVIDENDS | $1,674 | $1,674 | $1,674 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$442 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $556 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $556 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,001 | 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 | $6,001 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,445 | OverpaymentAmt |
| Applied To ES Tax | $5,445 | 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 |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| 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 | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122947090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | 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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1056 EAST 9TH STREET | BROOKLYN | NY | 11223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| 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 | $1,968,973 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $595,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,564,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,564,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,470 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,526,168 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $556 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $556 | TotalTaxAmt |
| Distributable Before Adj | $125,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $125,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $125,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $265,092 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $265,092 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $125,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $109,204 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $170,701 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $114,829 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $219,665 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $640,698 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $265,092 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $125,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $139,340 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $780,038 | 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 | $109,204 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $670,834 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $170,701 | ExcessFromYear4Amt |
| Excess From Year3 | $114,829 | ExcessFromYear3Amt |
| Excess From Year2 | $26,299 | ExcessFromYear2Amt |
| Excess From Year1 | $219,665 | ExcessFromYear1Amt |
| Excess From Current Year | $139,340 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | GENERAL SUPPORT | $30,000 |
| AHAVAT SHALOM | |||||
| 130 CUTTER MILL ROAD | GREAT NECK | NY | 11021 | GENERAL SUPPORT | $501 |
| BARKAI YESHIVAH | |||||
| 321 AVENUE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $1,000 |
| COLEL CHABAD | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $1,800 |
| CONGREGATION BETH TORAH | |||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $5,028 |
| CONGREGATION BROTHERS OF ISRAEL | |||||
| 250 PARK AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $1,000 |
| CONGREGATION MEGAN DAVID OF WEST DEAL | |||||
| 395 DEAL ROAD | OCEAN TOWNSHIP | NJ | 07712 | GENERAL SUPPORT | $3,153 |
| DEAL SEPHARDIC NETWORK COMMUNITY CENTER | |||||
| 395 DEAL ROAD | OCEAN TOWNSHIP | NJ | 07712 | GENERAL SUPPORT | $6,524 |
| HALACHIC ORGAN DONOR SOCIETY | |||||
| PO BOX 693 | NEW YORK | NY | 10108 | GENERAL SUPPORT | $360 |
| HATZALAH EMS OF SOUTH FLORIDA | |||||
| 20201 NE 16TH PLACE | MIAMI | FL | 33179 | GENERAL SUPPORT | $2,600 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $6,200 |
| ISRAEL BIRTHRIGHT FOUNDATION | |||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $500 |
| JEWISH EDUCATIONAL LOAN FUND | |||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $3,600 |
| JEWISH FEDERATION IN THE HEART OF NEW JERSEY | |||||
| 230 OLD BRIDGE TPKE | BROOKLYN | NY | 11299 | GENERAL SUPPORT | $1,000 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $28,647 |
| OHEL YITZHAK OF ALLENHURST | |||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $16,470 |
| PORAT YOSEF FOUNDATION | |||||
| 1879 EAST 2ND STREET | BROOKLYN | NY | 11329 | GENERAL SUPPORT | $200 |
| REACH FOR THE STARS | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $10,000 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $2,800 |
| SEPHARDIC BIKUR HOLIM | |||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $17,800 |
| SEPHARDIC COMMUNITY ALLIANCE | |||||
| 1901 OCEAN PARKWAY | BROOKLYN | NY | 11340 | GENERAL SUPPORT | $20,400 |
| TEBAH EDUCATIONAL SERVICES | |||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $501 |
| THE NEXT STEP CO ISRAEL MEDICAL FUND | |||||
| 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | GENERAL SUPPORT | $5,200 |
| UJA-FEDERATION | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | GENERAL SUPPORT | $10,000 |
| YESHIVAH FLATBUSH | |||||
| 1609 AVENUE J | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $40,045 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | GENERAL SUPPORT | $1,000 |
| BNEI ARAM SOBA | |||||
| 63 MANHATTAN COURT | BROOKLYN | NY | 11235 | GENERAL SUPPORT | $300 |
| EDMOND J SAFRA SYNAGOGUE | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $2,082 |
| HASDEI ESTHER | |||||
| 1813 EAST 2ND STREET | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $500 |
| LURIA ACADEMY OF BROOKLYN | |||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | GENERAL SUPPORT | $30,000 |
| MABAS FUND | |||||
| PO BOX 413 | DEAL | NJ | 07723 | GENERAL SUPPORT | $5,200 |
| NESHACH YISRAEL FOUNDATION | |||||
| 1890 EAST 5TH STREET SUITE 3H | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $500 |
| SIMHA ORGANIZATION | |||||
| 463 SEVENTH AVE 4TH FL | NEW YORK | NY | 10018 | GENERAL SUPPORT | $1,000 |
| STANDWITHUS | |||||
| 1801 W OLYMPUS BLVD | PASADENA | CA | 91199 | GENERAL SUPPORT | $5,000 |
| RUTGERS HILLEL | |||||
| 70 COLLEGE AVENUE | NEW BRUNSWICK | NJ | 08901 | GENERAL SUPPORT | $200 |
| THE SEPHARDIC RABBINICAL COLLEGE | |||||
| 730 AVENUE S | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,800 |
| CONGREGATION SHAARE EZRA | |||||
| 36 CEDAR AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $263,911 | 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 | $1,334 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,589 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,674 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,116 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $45,597 | ExclusionAmt |
| Related Or Exempt Function Incm | -$2,116 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $43,481 | 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 | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | 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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,856,558 | BookValueAmt |
| EOYFMV | $2,095,374 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $150 | $150 | $0 |
| PROFESSIONAL FEES | $2,591 | $2,591 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $608,037 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,181 | Amt |
| Net Investment Income | $1,181 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,181 | DisbursementsCharitablePrpsAmt |