THE BNAI SHOLOM BETH EL FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- THE BNAI SHOLOM BETH EL FOUNDATION INC (EIN 30-0150677)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-29
- IRS object ID
- 202413039349101901
- 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
- Form 990-PF
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-29T16:01:12-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | 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 | 300150677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNAI SHOLOMBETH EL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BNAI | BusinessNameControlTxt |
| Phone | 2125909978 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN C WINTERS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2125909978 | PhoneNum |
| Signature | 2024-10-18 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2024-10-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $725,280 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $19,121 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,121 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $40,405 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $174,844 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $40,405 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $59,526 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,526 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $11,952 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,952 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $495 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $495 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $58 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,505 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $81,054 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $81,054 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $93,559 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,505 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,054 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,033 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,021 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $16,563 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,861 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $267,090 | CorporateStockBOYAmt |
| Corporate Stock EOY | $250,799 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $411,455 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $346,899 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $336,856 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $304,964 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $630,552 | TotalAssetsBOYAmt |
| Total Assets EOY | $596,516 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $725,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $630,552 | CapitalStockBOYAmt |
| Capital Stock EOY | $596,516 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $630,552 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $596,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $630,552 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $596,516 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $630,552 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,033 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $596,520 | SubtotalAmt |
| Other Decreases | $4 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $596,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 3. ISHARES VOLATILITY INDEX | 2022-06-10 | 2023-06-09 | $166 | $168 | -$2 | -$2 |
| 7. ISHARES VOLATILITY INDEX | 2021-09-17 | 2023-06-09 | $388 | $444 | -$56 | -$56 |
| 1. ISHARES VOLATILITY INDEX | 2021-09-17 | 2023-06-21 | $55 | $63 | -$8 | -$8 |
| 270. ISHARES VOLATILITY INDEX | 2021-09-17 | 2023-09-22 | $14,566 | $16,404 | -$1,838 | -$1,838 |
| 40. ISHARES VOLATILITY INDEX | 2019-04-18 | 2023-12-07 | $2,175 | $2,393 | -$218 | -$218 |
| 6.317 ISHARES TR-S&P 500 INDEX | 2023-09-22 | 2023-12-07 | $2,907 | $2,762 | $145 | $145 |
| 13. ISHARES S&P 500/BARRA GROWTH | 2022-03-18 | 2023-05-05 | $838 | $964 | -$126 | -$126 |
| 90. ISHARES S&P 500/BARRA GROWTH | 2022-03-18 | 2023-06-09 | $6,124 | $6,672 | -$548 | -$548 |
| 28. ISHARES S&P 500/BARRA GROWTH | 2022-03-18 | 2023-06-21 | $1,937 | $2,024 | -$87 | -$87 |
| 54. ISHARES S&P 500/BARRA GROWTH | 2022-06-10 | 2023-09-12 | $3,852 | $3,458 | $394 | $394 |
| 118. ISHARES S&P 500/BARRA GROWTH | 2022-06-10 | 2023-12-07 | $8,590 | $3,850 | $4,740 | $4,740 |
| 25. ISHARES S & P 500/BARRA VALUE | 2011-04-27 | 2023-06-09 | $3,895 | $1,606 | $2,289 | $2,289 |
| 11. ISHARES S & P 500/BARRA VALUE | 2011-04-27 | 2023-06-21 | $1,741 | $707 | $1,034 | $1,034 |
| 1. ISHARES S & P 500/BARRA VALUE | 2011-04-27 | 2023-09-12 | $162 | $64 | $98 | $98 |
| 288. ISHARES S & P 500/BARRA VALUE | 2011-04-27 | 2023-09-22 | $45,302 | $18,501 | $26,801 | $26,801 |
| 31. ISHARES S & P 500/BARRA VALUE | 2011-04-27 | 2023-12-07 | $5,155 | $1,991 | $3,164 | $3,164 |
| 1. ISHARES LEHMAN 20+ YR TREAS | 2022-12-09 | 2023-06-21 | $104 | $107 | -$3 | -$3 |
| 2. ISHARES LEHMAN 20+ YR TREAS | 2022-03-18 | 2023-06-21 | $207 | $266 | -$59 | -$59 |
| 20. ISHARES LEHMAN 20+ YR TREAS | 2023-06-09 | 2023-12-07 | $1,911 | $2,039 | -$128 | -$128 |
| 2. ISHARES LEHMAN 20+ YR TREAS | 2022-03-18 | 2023-12-07 | $191 | $266 | -$75 | -$75 |
| 2. ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2011-04-27 | 2023-06-09 | $145 | $57 | $88 | $88 |
| 2.596 ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2022-06-10 | 2023-09-22 | $188 | $177 | $11 | $11 |
| 6.309 ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2022-06-10 | 2023-12-07 | $474 | $314 | $160 | $160 |
| 1. ISHARES S&P MIDCAP 400/V | 2011-04-27 | 2023-09-22 | $102 | $44 | $58 | $58 |
| 10. ISHARES S&P MIDCAP 400/V | 2011-04-27 | 2023-12-07 | $1,067 | $436 | $631 | $631 |
| 144. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2023-05-05 | $9,919 | $8,061 | $1,858 | $1,858 |
| 27. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2023-06-21 | $1,830 | $1,511 | $319 | $319 |
| 121. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2023-12-07 | $8,247 | $6,774 | $1,473 | $1,473 |
| 28. VANGUARD BD INDEX SHORT TERM BD ETF | 2022-06-10 | 2023-06-09 | $2,120 | $2,145 | -$25 | -$25 |
| 347. VANGUARD BD INDEX SHORT TERM BD ETF | 2021-09-17 | 2023-06-09 | $26,275 | $28,499 | -$2,224 | -$2,224 |
| 21. VANGUARD BD INDEX SHORT TERM BD ETF | 2022-12-09 | 2023-09-22 | $1,579 | $1,587 | -$8 | -$8 |
| 36. VANGUARD BD INDEX SHORT TERM BD ETF | 2021-09-17 | 2023-12-07 | $2,748 | $2,925 | -$177 | -$177 |
| 7. VANGUARD TOTAL BOND MARKET | 2022-12-09 | 2023-06-21 | $511 | $513 | -$2 | -$2 |
| 157. VANGUARD TOTAL BOND MARKET | 2022-12-09 | 2023-12-07 | $11,341 | $11,511 | -$170 | -$170 |
| 2. VANGUARD SMALL-CAP GROWTH | 2022-03-18 | 2023-06-09 | $446 | $491 | -$45 | -$45 |
| .328 VANGUARD SMALL-CAP GROWTH | 2022-03-18 | 2023-09-22 | $70 | $81 | -$11 | -$11 |
| 2.381 VANGUARD SMALL-CAP GROWTH | 2022-06-10 | 2023-12-07 | $533 | $557 | -$24 | -$24 |
| 44.985 VANGUARD SMALL-CAP VALUE | 2020-05-20 | 2023-09-22 | $7,193 | $4,529 | $2,664 | $2,664 |
| 3.619 VANGUARD SMALL-CAP VALUE | 2020-05-20 | 2023-12-07 | $612 | $364 | $248 | $248 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $40,405 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $654 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $654 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $356 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $979 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,335 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $681 | OverpaymentAmt |
| Applied To ES Tax | $656 | AppliedToESTaxAmt |
| Refund | $25 | RefundAmt |
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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN C WINTERS CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322222510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5428 NW 20TH AVE | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ZELDON ROSE | ||||||
| 27 HILLTOP ROAD | WEST LONG BRANCH | NJ | 07754 | PRESIDENT | 1 | $0 |
| REGINA WEISS | ||||||
| 11 VIRGINIA TERRACE | WEST LONG BRANCH | NJ | 07754 | VICE PRESIDENT | 1 | $0 |
| ALAN WINTERS | ||||||
| 5428 NW 20TH AVE | BOCA RATON | FL | 33496 | TREASURER | 1 | $0 |
| ADAM BOGNER | ||||||
| 4 ROCK GLENN ROAD | HAVRE DE GRACE | MD | 210782026 | TRUSTEE | 1 | $0 |
| ANDREW ROBBINS | ||||||
| 9 SPRINGHOUSE ROAD | WAYSIDE | NJ | 07712 | TRUSTEE | 1 | $0 |
| ALAN STERN | ||||||
| 458 LEXINGTON AVENUE | NEPTUNE | NJ | 07753 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $733,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $745,208 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $745,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $734,030 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $36,702 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $36,702 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $654 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $654 | TotalTaxAmt |
| Distributable Before Adj | $36,048 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $36,048 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $36,048 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,054 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $81,054 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $36,048 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $38,443 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,054 | QualifyingDistributionsAmt |
| Applied To Year1 | $38,443 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $36,048 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,563 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,563 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,563 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $6,563 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNION OF ORTHODOX JEWISH | ||||||||
| CONGREGATIONS OF AMERICA | 11 BOARDWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $2,500 |
| CONGREGATION TORAT EL | ||||||||
| 301 MONMOUTH ROAD | OAKHURST | NJ | 07755 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $53,554 | |
| CENTER FOR HOLOCAUST RIGHTS | ||||||||
| 765 NEWMAN SPRINGS RD | LINCROFT | NJ | 07738 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $10,000 | |
| SIMON WIESENTHAL CENTER INC | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $81,054 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,121 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $40,405 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $59,526 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,526 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $336,856 | EOYBookValueAmt |
| EOYFMV | $304,964 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $250,799 | EOYBookValueAmt |
| EOYFMV | $411,455 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $4 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $58 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $58 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFF BETWEEN CASH AND REPORTABLE INCOME | Desc |
| Amt | $1 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MNGMNT FEES (DEDUCT | $5,846 | $5,846 |
| INVESTMNT MNGMNT FEES (NON-DED | $6,106 | $6,106 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $377 | $377 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $118 | $118 | $0 |