NORMAN & BETTINA ROBERTS FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN & BETTINA ROBERTS FOUNDATION INC (EIN 13-3702467)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-10
- IRS object ID
- 202431019349100203
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-10T03:43:06-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barbara Briglio Finizio | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133702467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Norman & Bettina Roberts Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 5613500008 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 65 Lawrence Street | AddressLine1Txt |
| City | Hillsdale | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07642 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Serina Canciglia | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 5613500008 | PhoneNum |
| Signature | 2024-03-20 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Serina | PersonFirstNm |
| Person Last | Canciglia | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | Barbara Briglio Finizio | PreparerPersonNm |
| PTIN | P02460238 | PTIN |
| Preparation | 2024-04-10 | PreparationDt |
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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | 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 | $7,560,201 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $222,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $222,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $337,415 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,372,510 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $15,083 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $575,802 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $223,304 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $62,000 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $115,674 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $0 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $7,482 | TravConfMeetingRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,137 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $192,293 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $436,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $436,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $628,293 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $436,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$52,491 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $223,304 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,005 | CashBOYAmt |
| Cash EOY | $8,733 | CashEOYAmt |
| Cash EOYFMV | $8,733 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $71,260 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,215 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $66,793 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $5,318,273 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,388,446 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,045,961 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,040,046 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,832,117 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,766,933 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $1,696,889 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,810,363 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,671,673 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $108 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $108 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $9,127,473 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,074,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,560,201 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,127,473 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,074,982 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,127,473 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,074,982 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,127,473 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,074,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,127,473 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$52,491 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,074,982 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,074,982 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,644 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,644 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$24,644 | OriginalReturnOverpaymentAmt |
| Overpayment | $21,540 | OverpaymentAmt |
| Applied To ES Tax | $21,540 | 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 | false | 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 | Barbara Briglio Finizio | IndividualWithBooksNm |
| Phone | 5613500008 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3263 NW 61st Street | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | 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 |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Serina Canciglia | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee & President | 5.00 | $0 | $0 | $0 |
| Avi Scheck | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $0 | $0 | $0 |
| John Diprato | ||||||||
| 65 Lawrence Street | Hillsdale | NJ | 07642 | Trustee | 3.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,484,567 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $66,793 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,733 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,560,093 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $7,560,093 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $113,401 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,446,692 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $372,335 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $372,335 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,104 | TotalTaxAmt |
| Distributable Before Adj | $369,231 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $369,231 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $369,231 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $436,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $436,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $369,231 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $39,090 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $85,889 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $51,805 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $169,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $122,084 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $468,083 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $436,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $369,231 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $66,769 | RemainingDistriFromCorpusAmt |
| Total Corpus | $534,852 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $39,090 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $495,762 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $85,889 | ExcessFromYear4Amt |
| Excess From Year3 | $51,805 | ExcessFromYear3Amt |
| Excess From Year2 | $169,215 | ExcessFromYear2Amt |
| Excess From Year1 | $122,084 | ExcessFromYear1Amt |
| Excess From Current Year | $66,769 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Temple Beth El | ||||||
| 333 SW 4th Ave | Boca Raton | FL | 33496 | 501c3 | charitable | $1,000 |
| Las Olas Chabad Jewish | ||||||
| 1302 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501c3 | charitable | $1,500 |
| Israel Heart2Heart | ||||||
| 1302 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501c3 | charitable | $5,000 |
| Il Circolo | ||||||
| 7411 Modena Drive | Boynton Beach | FL | 33437 | 501c3 | charitable | $5,000 |
| Yield Street Foundation | ||||||
| 300 Park Ave 15th Floor | New York City | NY | 10022 | 501c3 | charitable | $5,000 |
| Saint John's PTG | ||||||
| 460 Hillsdale Ave | Hillsdale | NJ | 07642 | 501c3 | charitable | $2,500 |
| Ministerio International | ||||||
| 559 Kearny Ave | Kearny | NJ | 07032 | 501c3 | charitable | $10,000 |
| Sea Ranch Lakes Police | ||||||
| 1 Gatehouse Rd | Sea Ranch Lakes | FL | 33308 | 501c3 | charitable | $1,000 |
| AMIT | ||||||
| 49 W 37th ST 5th Floor | New York City | NY | 10018 | 501c3 | charitable | $5,000 |
| Pardes Educational Resource | ||||||
| 2750 NE 183rd ST Apt 1209 | New York City | NY | 33160 | 501c3 | charitable | $5,000 |
| Khal Adath Jeshurun | ||||||
| 85 Bennett Ave | New York City | NY | 10033 | 501c3 | charitable | $2,500 |
| Yeshiva Rabbi Samson | ||||||
| 100 Bennett Ave | New York City | NY | 10033 | 501c3 | charitable | $7,500 |
| Pitch in Foundation | ||||||
| PO Box 38 | Alpine | NY | 07620 | 501c3 | charitable | $5,000 |
| Il Circolo | ||||||
| 7411 Modena Drive | Boynton Beach | FL | 33437 | 501c3 | charitable | $5,000 |
| Yeshiva Horah Vodaath | ||||||
| 425 E 9th Street | Brooklyn | NY | 11218 | 501c3 | charitable | $5,000 |
| The Hope Fund | ||||||
| 377 Willard Road | Paramus | NJ | 07652 | 501c3 | charitable | $2,500 |
| Tomche Shabbos | ||||||
| 6225 New Utrecht Ave | Brooklyn | NY | 11219 | 501c3 | charitable | $5,000 |
| Palm Beach Sheriff's | ||||||
| 3228 Gun Club Rd | West Palm Beach | FL | 33406 | 501c3 | charitable | $2,500 |
| Friendship Circle | ||||||
| 1302 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501c3 | charitable | $25,000 |
| Congregation Yeshiva | ||||||
| 5101 17th Ave | Brooklyn | NY | 11204 | 501c3 | charitable | $5,000 |
| Tomche Shabbos | ||||||
| 335 Building E Spook Rd | Suffern | NY | 10901 | 501c3 | charitable | $5,000 |
| Chasdie Lev | ||||||
| 3512 Quentin Rd 200 | Brooklyn | NY | 11234 | 501c3 | charitable | $5,000 |
| Place of Hope | ||||||
| 9078 Isaiah Land | Palm Beach Gardens | FL | 33418 | 501c3 | charitable | $5,000 |
| Alliance Community Health | ||||||
| 115 Christopher columbus Dr | Jersey City | NY | 07302 | 501c3 | charitable | $10,000 |
| Bergen Family Center | ||||||
| 44 Armory St | Englewood | NJ | 07631 | 501c3 | charitable | $3,500 |
| The Woman's Network | ||||||
| 500 W 120th ST | New York | NY | 10027 | 501c3 | charitable | $5,000 |
| Chai Lifeline | ||||||
| 151 W 30th St | New York | NY | 10001 | 501c3 | charitable | $10,000 |
| Yeshiva Ohr Torah | ||||||
| 2119 Homecrest Ave | Brooklyn | NY | 11229 | 501c3 | chariable | $5,000 |
| Church Alive TB | ||||||
| 525 Riverside Ave | Lyndhurst | NJ | 07071 | 501c3 | charitable | $10,000 |
| Woman's Rights | ||||||
| 108 W Palisade Ave | Englewood | NY | 07631 | 501c3 | charitable | $5,000 |
| Simchas Mayer Fund | ||||||
| 2520 Kings Highway | Brooklyn | NY | 11229 | 501c3 | charitable | $7,500 |
| High Point University | ||||||
| 1 N University Pkway | High Point | NC | 27268 | 501c3 | charitable | $15,000 |
| Tackly Kids Cancer | ||||||
| 160 Essex St | Lodi | NJ | 07644 | 501c3 | charitable | $2,500 |
| Boca Chesed House | ||||||
| 935 NW 5th Ave | Boca Raton | FL | 33432 | 501c3 | chariable | $5,000 |
| Per Israel Endowmt | ||||||
| 630 3rd Ave 15 | New York | NY | 10017 | 501c3 | charitable | $4,000 |
| The Friendship Circle | ||||||
| 1302 E Las Olas Blvd | Ft Lauderdale | FL | 33301 | 501c3 | charitable | $12,500 |
| Lower Manhattan Cultural | ||||||
| 125 Maiden Lane 2nd FL | New York | NY | 10038 | 501c3 | charitable | $5,000 |
| Monthvale Evangelical | ||||||
| 141 W Grand Ave | Montvale | NY | 07645 | 501c3 | charitable | $5,000 |
| Manhattan Jewish Exper | ||||||
| 131 W 86th St 10th Floor | New York | NY | 10024 | 501c3 | charitable | $5,000 |
| Woman in Distress | ||||||
| 1372 N State Rd 7 | Margate | FL | 33063 | 501c3 | charitable | $5,000 |
| MPB Memorial Fund | ||||||
| 1009 E 14th St | Brooklyn | NY | 11230 | 501C3 | Charitable | $10,000 |
| University Community | ||||||
| 137 E 2nd St | New York | NY | 10009 | 501c3 | Charitable | $2,500 |
| Bikur Cholim of Washinton | ||||||
| 5216 11th Ave | Brookly | NY | 11219 | 501c3 | Charitable | $10,000 |
| St Anns Warehouse | ||||||
| 45 Water St | Brooklyn | NY | 11201 | 501c3 | Chartable | $5,000 |
| Il Circolo | ||||||
| 7411 Modena Drive | Boynton Beach | FL | 33437 | 501c3 | Charitable | $10,000 |
| Chabad at Tulane | ||||||
| 7033 Freret ST | New Orleans | LA | 70118 | 501c3 | Charitable | $2,500 |
| Broward Sheriff Advisor | ||||||
| 2601 W Broward Blvd | Ft Lauderdale | FL | 33312 | 501c3 | Charitable | $10,000 |
| The School for Children | ||||||
| 1180 6th Ave 8th Floor | New York | NY | 33312 | 501c3 | Charitable | $10,000 |
| Symphony of the Americas | ||||||
| 2300 E Oakland Park Blvd | Ft Lauderdale | FL | 10036 | 501c3 | Charitable | $5,000 |
| Chabad Lubavitch | ||||||
| 770 Eastern Pkway | Brooklyn | NY | 11213 | 501c3 | Charitable | $5,000 |
| AMIT | ||||||
| 49 W 37th Street 5th Floor | New York | NY | 10018 | 501c3 | Charitable | $10,000 |
| Jewish Student Foundation | ||||||
| 81 Atlantic Ave | Brooklyn | NY | 11201 | 501c3 | Charitable | $5,000 |
| St Joan of Arc Care | ||||||
| 370 SW 3rd ST | Boca Raton | FL | 33432 | 501c3 | Charitable | $5,000 |
| Rabbie Jacob | ||||||
| 400 Caswell Ave | Staten Island | NY | 10314 | 501c3 | Charitable | $25,000 |
| Sheriff's Foundation | ||||||
| 101 N Pine Blvd201 | Plantation | FL | 33324 | 501c3 | Charitable | $10,000 |
| Bobbi's Place | ||||||
| 1401 Locust Ave | Brooklyn | NY | 11230 | 501c3 | Charitable | $25,000 |
| Jewish Foundation School | ||||||
| 400 Caswell Ave | Staten Island | NY | 10315 | 501c3 | Charitable | $25,000 |
| Joseph & Malka Melohn | ||||||
| 9300 Bay Dr | Surfside | FL | 33154 | 501c3 | Charitable | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $436,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,091 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $222,213 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,083 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $337,415 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,415 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $575,802 | ExclusionAmt |
| Related Or Exempt Function Incm | $337,415 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $913,217 | 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 | The foundation trades and monitors its investment portfolio and makes adjustments as market conditions warrant. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Professional Accounting | $50,000 |
| Treasurer Fee Charitable Disbursements | $12,000 |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | Publicly Traded Securities | AssetDesc |
| Gross Sales Price | $4,372,510 | GrossSalesPriceAmt |
| Basis | $4,035,095 | BasisAmt |
| Total Net | $337,415 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Fixed Income | BondNm |
| EOY Book Value | $1,832,117 | EOYBookValueAmt |
| EOYFMV | $1,766,933 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Stocks and Options | StockNm |
| EOY Book Value | $5,388,446 | EOYBookValueAmt |
| EOYFMV | $4,045,961 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Mutual Funds and Other | CategoryOrItemTxt |
| Book Value | $1,810,363 | BookValueAmt |
| EOYFMV | $1,671,673 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Postage | $746 |
| Misc | $1,428 |
| Filing Fee | $250 |
| Telephone & Internet | $3,662 |
| Check Issuance Fee | $1,051 |
| Taxes |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership Distributions, CG distributions etc | Desc |
| Revenue And Expenses Per Books | $15,083 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Advisory Portfolio Management | CategoryTxt |
| Amt | $115,674 | Amt |