SEG FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-07-09
- IRS object ID
- 202441919349101109
- 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
- Schedule B
- Accounting Fees Schedule
- 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 | 2024-07-09T14:48:15-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAUL ELLIOT | PersonFirstNm |
| Person Last | GOLDBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2024-06-27 | PreparationDt |
| 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 | $3,391,394 | 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 | $222,172 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $14,471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,026 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,465,141 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $105,026 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $418,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $196,744 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,843 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,835 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,193 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $340 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,876 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,201 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,675 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $760,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $760,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $798,036 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,201 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $766,835 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$379,120 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $165,543 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $78,997 | CashBOYAmt |
| Cash EOY | $73,924 | CashEOYAmt |
| Cash EOYFMV | $73,924 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $297,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,755 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $93,750 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $93,750 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $93,750 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $255,900 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $263,224 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $246,669 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,188,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,042,214 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,570,201 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $455,208 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $380,870 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $364,095 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,275,857 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,896,737 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,391,394 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,275,857 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,896,737 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,275,857 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,737 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,275,857 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,896,737 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,275,857 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$379,120 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,896,737 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,896,737 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $30,579 | $30,714 | -$135 | -$135 |
| PUBLICLY TRADED SECURITIES | P | $137,393 | $108,544 | $28,849 | $28,849 |
| PUBLICLY TRADED SECURITIES | P | $79,016 | $78,873 | $143 | $143 |
| PUBLICLY TRADED SECURITIES | P | $145,522 | $162,243 | -$16,721 | -$16,721 |
| PUBLICLY TRADED SECURITIES | P | $378,192 | $375,985 | $2,207 | $2,207 |
| PUBLICLY TRADED SECURITIES | P | $694,439 | $603,756 | $90,683 | $90,683 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $105,026 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,215 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,301 | SubtotalAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $116 | EsPenaltyAmt |
| Overpayment | $2,583 | OverpaymentAmt |
| Applied To ES Tax | $2,583 | 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 | $3,582,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,955,960 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,955,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,896,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,301 | TotalTaxAmt |
| Distributable Before Adj | $192,530 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,530 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,530 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $766,835 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $766,835 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,530 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $847,126 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $777,376 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $800,178 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $678,960 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $527,208 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,630,848 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $766,835 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,530 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $574,305 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,205,153 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $847,126 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,358,027 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $777,376 | ExcessFromYear4Amt |
| Excess From Year3 | $800,178 | ExcessFromYear3Amt |
| Excess From Year2 | $678,960 | ExcessFromYear2Amt |
| Excess From Year1 | $527,208 | ExcessFromYear1Amt |
| Excess From Current Year | $574,305 | 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 (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BNOS BAIS YAAKOV | ||||||
| 613 BEACH 9TH ST | QUEENS | NY | 11691 | RELIGIOUS | $13,250 | |
| BROOKLYN JEWISH EXPERIENCE | ||||||
| 2915 AVENUE K | BROOKLYN | NY | 11210 | RELIGIOUS | $15,000 | |
| CONG BOBOV 45 | ||||||
| 81 BLAUVELT RD | MONSEY | NY | 10952 | RELIGIOUS | $118,000 | |
| GATEWAYS | ||||||
| 11 WALLENBERG CIRCLE | MONSEY | NY | 10952 | RELIGIOUS | $16,000 | |
| IRGUN SHIURAI HATORAH | ||||||
| 1601 48TH ST | BROOKLYN | NY | 11204 | RELIGIOUS | $17,200 | |
| KHAL DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $10,000 | |
| KHAL ICHUID CHASIDIM | ||||||
| 4820 16TH AVE | BROOKLYN | NY | 11204 | RELIGIOUS | $50,000 | |
| KHAL TEFILO LEMOSHE | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $17,200 | |
| KOLLEL BNEI YESHIVOS | ||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | RELIGIOUS | $43,600 | |
| KOLLEL SHAS YIDDEN | ||||||
| 1274 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $18,000 | |
| MERKAZ HATZEDAKA | ||||||
| 30 HIGH ST | LAKEWOOD | NJ | 08701 | RELIGIOUS | $25,000 | |
| MOADIM UZMANIM | ||||||
| 50 LAPSLEY LN | LAKEWOOD | NJ | 08701 | RELIGIOUS | $15,000 | |
| TIFERES ACHIM | ||||||
| 1442 45TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| TORAH ACADEMY FOR GIRLS | ||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $12,000 | |
| YESHIVA AHAVAS YAAKOV | ||||||
| 1303 53RD ST | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| YESHIVA DARKEI TORAH | ||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $57,600 | |
| YESHIVA OHR HAMEIR | ||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | RELIGIOUS | $108,000 | |
| YESHIVA OHR MOSHE | ||||||
| 21 4TH ST | LAKEWOOD | NJ | 08701 | RELIGIOUS | $12,000 | |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $32,500 | |
| MISCELLANEOUS | ||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | RELIGIOUS | $159,810 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $760,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,247 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,343 | ExclusionAmt |
| Related Or Exempt Function Incm | $90,683 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $106,061 | ExclusionAmt |
| Related Or Exempt Function Incm | $90,683 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $196,744 | 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 (3 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 | $175,000 | Yes (X) |
| JACOB ROSENBERG | ||||||
| 2 | 932 EAST 29TH STREET | BROOKLYN | NY | 11210 | $20,000 | Yes (X) |
| HEART TO HEART HOMECARE | ||||||
| 3 | 2361 NOSTRAND AVE | BROOKLYN | NY | 11210 | $25,000 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $120,384 | $114,806 |
| JPMORGAN CHASE 18140 SEE ATT | $111,852 | $111,816 |
| MORGAN STANLEY 104858-564 SEE ATT | $148,634 | $137,473 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $250,383 | $370,440 |
| JPMORGAN CHASE 18140 SEE ATT | $58,620 | $59,272 |
| MORGAN STANLEY 104858-564 SEE ATT | $1,733,211 | $2,140,489 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| ADS | $340 | $340 | |
| INVESTMENT FEES | $31,193 | $31,193 |
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 | $93,750 | BalanceDueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $8 | $8 | |
| FILING FEES | $500 | $500 | |
| TAXES | $2,335 | $2,335 |