STRATEGY STUDIO / PUBLIC DATA EXPLORER

GRANIT FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GRANIT FOUNDATION (EIN 52-2366802)
Tax period
2023-07-01 to 2024-06-30
Filed
2024-11-09
IRS object ID
202403159349100700
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-11-09T22:42:46-06:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133499413PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BARRY M STRAUSS ASSOC LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1307 FIFTH AVENUE 8TH FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100166517ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522366802EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GRANIT FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGRANBusinessNameControlTxt
Phone2127794700PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ARYE RINGEL 1750 44TH STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112041050ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARK WERTENTEILPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2127794700PhoneNum
Signature2024-11-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonARYE RINGELPreparerPersonNm
PTINP00232499PTIN
Phone2127794700PhoneNum
Preparation2024-11-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$466,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$165,449ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$402InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$402InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$21,868DividendsRevAndExpnssAmt
Dividends Net Invst Incm$21,868DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$117,585NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$211,341GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$117,585CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$305,304TotalRevAndExpnssAmt
Total Net Invst Incm$139,855TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$0TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$265,662ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$265,662ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$265,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$265,662TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$39,642ExcessRevenueOverExpensesAmt
Net Investment Income$139,855NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$32,529SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$27,166SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$27,166SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$109,601USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$487,423CorporateBondsBOYAmt
Corporate Bonds EOY$518,709CorporateBondsEOYAmt
Corporate Bonds EOYFMV$439,758CorporateBondsEOYFMVAmt
Total Assets BOY$629,553TotalAssetsBOYAmt
Total Assets EOY$545,875TotalAssetsEOYAmt
Total Assets EOYFMV$466,924TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$629,553CapitalStockBOYAmt
Capital Stock EOY$545,875CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$629,553TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$545,875TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$629,553TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$545,875TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$629,553TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$39,642ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$669,195SubtotalAmt
Other Decreases$123,320OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$545,875TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
200 SHS ALPHABET INC - CL AD2006-06-202023-10-20$27,788$1,948$25,840$25,840
200 SHS ALPHABET INC - CL CD2006-06-202023-10-20$28,039$1,936$26,103$26,103
262 SHS APPLE INCD2010-07-102023-10-20$46,185$3,812$42,373$42,373
139 SHS CATERPILLAR INCD2009-04-012023-10-20$36,117$7,746$28,371$28,371
10,000 GOLMAN SACHS GROUP 4.25% DUE 10/25P2017-09-052023-10-13$9,597$10,360-$763-$763
25,000 JPMOGAN CHASE 6.125% DUE 12/29/49P2014-08-202024-04-30$25,000$26,943-$1,943-$1,943
10,000 LOEWS CORP 3.75% DUE 4/1/26P2016-03-292023-10-13$9,529$10,203-$674-$674
10,000 SOUTHERN POWER 4.15% DUE 12/1/25P2016-03-292023-10-13$9,632$10,293-$661-$661
10,000 VERIZON COMMUNICATIONS 3.5% DUE 11/1/24P2015-03-202023-10-13$9,736$10,122-$386-$386
10,000 ZOETIS INC 4.5% DUE 11/13/25P2016-03-292023-10-13$9,718$10,393-$675-$675
FieldValueIRS element (for citing)
Capital Gain Net Income$117,585CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,944InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,944SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,944TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,122EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,122TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$822TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNJOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127794700PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1ARYE RINGEL 1750 44TH STAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112041050ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MARK WERTENTEIL
1326 HASTINGS STREETTEANECKNJ076662101TRUSTEE2.00$0$0$0
ILANA WERTENTEIL
1326 HASTINGS STREETTEANECKNJ076662101TRUSTEE0.50$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$465,529AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$47,141AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$512,670TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$512,670AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,690CashDeemedCharitableAmt
Net Vl Noncharitable Assets$504,980NetVlNoncharitableAssetsAmt
Minimum Investment Return$25,249MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$25,249MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,944TaxBasedOnInvestmentIncomeAmt
Total Tax$1,944TotalTaxAmt
Distributable Before Adj$23,305DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$23,305DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$23,305DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$265,662ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$265,662QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,305DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$118,181ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$203,018ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$127,717ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$149,997ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$228,786ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$827,699TotalExcessDistributionCyovAmt
Qualifying Distributions$265,662QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$23,305AppliedToCurrentYearAmt
Remaining Distri From Corpus$242,357RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,070,056TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$118,181ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$951,875ExcessDistriCyovToNextYrAmt
Excess From Year4$203,018ExcessFromYear4Amt
Excess From Year3$127,717ExcessFromYear3Amt
Excess From Year2$149,997ExcessFromYear2Amt
Excess From Year1$228,786ExcessFromYear1Amt
Excess From Current Year$242,357ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMARK WERTENTEILContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
A TIME
1310 48TH STREETBROOKLYNNY11219GENERAL$100
ALEPHBETA ACADEMY
8 LOMBARDY STREETNEWARKNJ07102GENERAL$156
AMERICAN COMMITTEE FOR LEHOSHEET YAD
2885 SANDFORD AVE SWGRANDVILLEMI49418GENERAL$189
AMERICAN FRIENDS OF AYLN HOSPITAL
122 EAST 42ND STREETNEW YORKNY10168GENERAL$54
AMERICAN FRIENDS OF MAGEN DAVID ADOM
20 WEST 36TH STREETNEW YORKNY10018GENERAL$500
AMERICAN FRIENDS OF SHAARE TZEDEK HOSPITAL
55 WEST 39TH STREETNEW YORKNY10018GENERAL$536
AMERICAN FRIENDS OF SHALVA
315 5TH AVENUENEW YORKNY10016GENERAL$463
ATHLETES FOR ISRAEL
152 WEST 57TH STREETNEW YORKNY10019GENERAL$4,500
BAYIT ASSOCIATION
1450 QUEEN ANNE ROADTEANECKNJ07666GENERAL$10,000
BELEV ECHAD
1766 2ND AVENUENEW YORKNY10128GENERAL$500
BETH DIN OF AMERICA
305 7TH AVENUENEW YORKNY10001GENERAL$1,800
BIKE 4 CHAI
750 AIRPORT ROADLAKEWOODNJ08701GENERAL$280
BRIS AVROHOM
910 SALEM AVENUEHILLSIDENJ07205GENERAL$500
CHABAD - CHILDREN OF CHERNOBYL
478 ALBANY AVENUEBROOKLYNNY11203GENERAL$144
CHABAD OF NORTH HOLLYWWOD - TRUMPLEDOR
18101 VON CARMAN AVEBUEIRVINECA92612GENERAL$1,800
CHAI LIFELINECAMP SIMCHA
151 WEST 30TH STREETNEW YORKNY10001GENERAL$3,830
CONGREGATION BNAI YESHRUN
950 QUEEN ANNE ROADTEANECKNJ07666GENERAL$768
CONGREGATION RINAT YISROEL
389 W ENGELWOOD AVENUETEANECKNJ07666GENERAL$16,058
CONGREGATION TORAH U'TEFILAH
218 AYCRIGG AVENUEPASSAICNJ07055GENERAL$12,750
CONGREGATION YESHIVAS LOMZA
1325 44TH STREETBROOKLYNNY11219GENERAL$105
CONGREGATION ZICHRON MOSHE
1441 MONMOUTH AVENUELAKEWOODNJ08701GENERAL$1,200
DROR DERECH RIKKI & RACHELI ZL
975 KINGSTOWN ROADWAKEFIELDRI02879GENERAL$1,000
EMETAI
2926 W TOUHY AVENUELINCOLNWOODIL60712GENERAL$15,000
EZRAT YISROEL
1049 42ND STREETBROOKLYNNY11219GENERAL$100
FRIENDS OF LUBAVITCH OF BERGEN COUNTY
513 KENWOOD PLACETEANECKNY07666GENERAL$1,940
FRIENDS OF SDEROT
49 DAKOTA STREETPASSAICNJ07055GENERAL$860
FRIENDS OF IDF
PO BOX 4224NEW YORKNY10163GENERAL$500
FRIENDS OF UNITED HATZALAH
208 E 51ST STREETNEW YORKNY10022GENERAL$16,717
GIRL SCOUTS OF USA
420 FIFTH AVENUENEW YORKNY10018GENERAL$48
GROW TORAH
282 ELM AVENUETEANECKNJ07666GENERAL$500
HEBRON FUND
1760 OCEAN PARKWAYBROOKLYNNY11230GENERAL$1,800
JEWISH FAMILY & CHILDREN SERVICES
1485 TEANECK ROADPARAMUSNJ07652GENERAL$180
JEWISH FEDERATION OF NORTH BERGEN
50 EISENHOWER DRIVEMANALAPAN TOWNSHIPNJ07726GENERAL$7,000
JEWISH LEARNING EXPERIENCE
1116 TRAFALGAR STREETTEANECKNJ07666GENERAL$250
JEWISH NATIONAL FUND
42 E 69TH STREETNEW YORKNY10021GENERAL$960
JEWISH YOUTH ENCOUNTER PROGRAM
1500 QUEEN ANNE ROADTEANECKNJ07666GENERAL$180
JUST ONE CHESED
7444 W WILSON AVENUEHARWOOD HEIGHTSIL60706GENERAL$500
JUST ONE LIFE
587 5TH AVENUENEW YORKNY10017GENERAL$360
KAYAMA
1143 EAST 12TH STREETBROOKLYNNY11230GENERAL$500
LEHRHAUS II
500 WEST 185TH STREETNEW YORKNY10033GENERAL$180
MA'AYANOT YESHIVA HIGH SCHOOL
1650 PALISADE AVENUETEANECKNY07666GENERAL$1,000
MANHATTAN JEWISH EXPERIENCE
131 WEST 86TH STREETNEW YORKNY10024GENERAL$5,000
MEKOR CARE & SERVICES NETWORK
1556 38TH STREETBROOKLYNNY11218GENERAL$500
MESIFTA BETH SHRAGA
28 N SADDLE RIVER ROADMONSEYNY10952GENERAL$10
MIRACLE ON THE BOWERY
90 LAFAYETTE STREETNEW YORKNY10013GENERAL$100
MOSTOT BOTOSHAN
1148 49TH STREETBROOKLYNNY11219GENERAL$2,250
NETIVOT SHALOM
445 SAGAMORE AVENUETEANECKNJ07666GENERAL$19
NETWORK FOR GOOD - SHIR HADASH
655 15TH STREET NWWASHINGTONDC20005GENERAL$54
OHR TORAH STONE
49 WEST 45TH STREETNEW YORKNY10036GENERAL$250
OLAMI LAUNCH
1428 HOLLY LANE NWATLANTAGA30329GENERAL$2,000
OUR PLACE
1815 AVE MBROOKLYNNY11230GENERAL$11,000
OZER DALIM
5308 13TH AVENUEBROOKLYNNY11219GENERAL$36
PROJECT EZRA
95 CEDAR LANEENGLEWOODNJ07631GENERAL$7,900
RCCS
803 BEDFORD AVENUEBROOKLYNNY11205GENERAL$680
SHARSHERET
1086 TEANECK ROADTEANECKNJ07666GENERAL$2,550
SHAVEI HEVRON INSTITUTE
1 REWE STREETBROOKLYNNY11211GENERAL$5,000
SIMCHA BUNIM CHARITY ACCOUNT
FIDELITY CHARITABLE POB 770001CINCINNATIOH45277GENERAL$500
SINAI SCHOOL
240 FRISCH CTPARAMUSNJ07652GENERAL$26,180
SISTER TO SISTER NETWORK
21 SHONNY CTLAKEWOODNJ08701GENERAL$180
TEAM LIFELINE
151 WEST 30TH STREETNEW YORKNY10001GENERAL$180
TEANECK VOLUNTEER AMBULANCE CORPS
855 WINDSOR ROADTEANECKNJ07666GENERAL$600
THE MIKVAH ASSN OF TEANECK
1726 WINDSOR ROADTEANECKNY07666GENERAL$421
THE TIKVA FUND - BIBLE 365
165 EAST 56TH STREETNEW YORKNJ10022GENERAL$100
TOMCHEI SHABBOS OF BERGEN COUNTY
13 FOSTER STREETBERGANFIELDNJ07621GENERAL$360
TORAH ACADEMY OF BERGEN COUNTY
1600 QUEEN ANNE ROADTEANECKNJ07666GENERAL$2,500
YACHAD
259 CEDAR LANETEANECKNJ07666GENERAL$23,214
YAVNEH ACADEMY
155 N FAIRVIEW AVENUEPARAMUSNJ07652GENERAL$16,200
YESHIVA BAIS MORDICHAI
1443 PALISADE AVENUETEANECKNJ07666GENERAL$3,600
YESHIVA OF MACHZIKAI HADAS
1301 47TH STREETBROOKLYNNY11219GENERAL$1,500
YESHIVA DARCHEI MENACHAM
432 RUTLAND ROADBROOKLYNNY11203GENERAL$360
YESHIVA UNIVERSITY - RIETS
515 WEST 185TH STREETNEW YORKNY10033GENERAL$46,180
YESHIVAT NOAM
70 WEST CENTURY ROADPARAMUSNJ07652GENERAL$430
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$265,662TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$402ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21,868ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$117,585ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$139,855ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$139,855TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionIndPerson ContributionPersonContributionInd
MARK WERTENTEIL
1162 HASTINGS STREETTEANECKNJ07666$138,761Yes (X)
MARK WERTENTEIL
2162 HASTINGS STREETTEANECKNJ07666$26,688Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1200 SHS ALPHABET INC - CL A$27,8102023-10-18
1200 SHS ALPHABET INC - CL C$28,0702023-10-18
1262 SHS APPLE INC$46,2022023-10-18
1139 SHS CATERPILLAR INC$36,6792023-10-18

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondTHRU UBS FINANCIAL A/CBondNm
EOY Book Value$518,709EOYBookValueAmt
EOYFMV$439,758EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescAPPRECIATION ON SECURITIES RECEIVEDDesc
Amt$123,320Amt