HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349100907
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T08:38:05-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650680306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVENSON KATZIN & BALLOTTA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH CT STE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | 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 | 650757808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAHN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAHN | BusinessNameControlTxt |
| Phone | 3056529306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY HAHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056529306 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | MICHAEL R BALLOTTA CPA | PreparerPersonNm |
| PTIN | P00046554 | PTIN |
| Phone | 9549617940 | PhoneNum |
| Preparation | 2024-11-08 | 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 | $12,085,695 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $141,084 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141,084 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $278,153 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $278,153 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$163,151 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,743,073 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $17,910 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,910 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $273,996 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $437,147 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,096 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,096 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,324 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,324 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $14,659 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,649 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $63,079 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,069 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,866 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,866 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $607,945 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,069 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $559,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$333,949 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $389,078 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $231,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $150,268 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $150,268 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,294,653 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,084,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,575,361 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $946,282 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $904,670 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,358,590 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,959 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,476 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,476 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,474,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,140,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,085,695 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,474,786 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,140,837 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,474,786 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,140,837 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,474,786 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,140,837 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,474,786 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$333,949 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,140,837 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,140,837 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| SEE ATTACHED - UBS 16685 | P | 2023-01-03 | 2023-12-29 | $97,372 | $92,453 | $4,919 | $4,919 | |
| SEE ATTACHED - UBS 16685 | P | 2022-01-03 | 2023-12-29 | $1,587,654 | $1,730,121 | -$142,467 | -$142,467 | |
| SEE ATTACHED - UBS 16683 | P | 2023-01-03 | 2023-12-29 | $14,689 | $19,446 | -$4,757 | -$4,757 | |
| SEE ATTACHED - UBS 16683 | P | 2022-01-03 | 1992-12-22 | $228,501 | $219,548 | $8,953 | $8,953 | |
| SEE ATTACHED - UBS 16684 | P | 2023-01-03 | 2023-12-29 | $19,754 | $19,837 | -$83 | -$83 | |
| SEE ATTACHED - UBS 16684 | P | 2022-01-03 | 2023-12-29 | $597,217 | $708,619 | -$111,402 | -$111,402 | |
| SEE ATTACHED - UBS 02267 | P | 2023-01-03 | 2023-12-29 | $105,357 | $116,116 | -$10,725 | -$10,725 | $34 |
| PARTNERSHIP STCG | P | 2023-01-02 | 2023-12-29 | $118 | -$118 | -$118 | ||
| PARTNERSHIP LTCG | P | 2022-01-02 | 2023-12-29 | $5,662 | $5,662 | $5,662 | ||
| PARTNERSHIP SECTION 1231 | P | 2022-01-02 | 2023-12-29 | $17,561 | $17,561 | $17,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$163,151 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,764 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,408 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,408 | SubtotalAmt |
| Tax Based On Investment Income | $5,408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,520 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,520 | TotalPaymentsAndCreditsAmt |
| Overpayment | $6,112 | OverpaymentAmt |
| Applied To ES Tax | $6,112 | 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 | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BALLOTTA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549617940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH COURT SUITE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333243248 | 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 |
|---|---|---|---|---|---|---|---|---|
| BARRY HAHN | ||||||||
| 1313 HASTINGS STREET | TEANECK | NJ | 07666 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| LILLIAN HAHN | ||||||||
| 6100 HOLLYWOOD BOULEVARD SUITE 207 | HOLLYWOOD | FL | 33024 | DIRECTOR | 2.00 | $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 | $11,434,749 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $314,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $118 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,749,121 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,749,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,237 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,572,884 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,644 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,644 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,408 | TotalTaxAmt |
| Distributable Before Adj | $573,236 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $573,236 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $573,236 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $559,876 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $559,876 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $573,236 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $24,714 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $24,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $559,876 | QualifyingDistributionsAmt |
| Applied To Current Year | $559,876 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $13,360 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $13,360 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,354 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $11,354 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,354 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY J HAHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056529306 | RecipientPhoneNum |
| Form And Info And Materials | EMAIL TO HAHNFAMILYFOUNDATION@GMAIL.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AISH HATORAH HASBARA FELLOWSHIP | |||||||||||||
| AISH HATORA HASBARA FELLOSHIP | 228 PARK AVE S 94319 | 228 PARK AVE S 94319 | NEW YORK | NY | 10003 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $15,000 | ||||
| AMERICAN GEERZ FOR LIFE INC | |||||||||||||
| AMERICAN GEERZ FOR LIFE INC | 3900 NORTH HILLS DR 302 | 3900 NORTH HILLS DR 302 | HOLLYWOOD | FL | 33021 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $72 | ||||
| AMIT CHILDREN INC | |||||||||||||
| AMIT CHILDREN INC | 49 W 37TH ST 5TH FLOOR | 49 W 37TH ST 5TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $56 | ||||
| B'NAI TORAH CONGREGATION | |||||||||||||
| BNAI TORAH CONGREGATION | 6251 SW 18TH STREET | 6251 SW 18TH STREET | BOCA RATON | FL | 33433 | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $360 | ||||
| BETH JACOB HIGH SCHOOL | |||||||||||||
| BETH JACOB HIGH SCHOOL | 1110 NE 163RD STREET | 1110 NE 163RD STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $60,000 | ||||
| BINAS HALEV HIGH SCHOOL | |||||||||||||
| BINAS HALEV HIGH SCHOOL | 951 NE 167TH STREET | 951 NE 167TH STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $360 | ||||
| CHAI LIFELINE OF SOUTH FLORIDA | |||||||||||||
| CHAI LIFELINE OF SOUTH FLORIDA | 2699 STIRLING ROAD | 2699 STIRLING ROAD | FORT LAUDERDALE | FL | 33312 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $15,000 | ||||
| CONGREGATION BNAI YESHURA | |||||||||||||
| CONGRERGATION BNAI YESHURA | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $7,106 | ||||
| CONGREGATION SHAARAY TEFILAH | |||||||||||||
| CONGREGATION SHAARAY TEFILAH | 971 NE 172 STREET | 971 NE 172 STREET | NORTH MIAMI BCH | FL | 33162 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $150,000 | ||||
| CONGREGATION TORAH VE'EMUNAH | |||||||||||||
| CONGREGATION TORAH VE'EMUNAH | 1000 NE 175TH STREET | 1000 NE 175TH STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $500 | ||||
| EZRAT AVOT | |||||||||||||
| EZRAT AVOT | N/A | PC | FOR ELDER CARE GENERAL SUPPORT | $200 | 240 GOLDA MEIR BLVD | 240 GOLDA MEIR BLVD | JERUSALEM | IS | |||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | |||||||||||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | 513 KENWOOD PLACE | 513 KENWOOD PLACE | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $2,440 | ||||
| FRIENDS OF UNITED HATZALAH INC | |||||||||||||
| FRIENDS OF UNITED HATZALAH INC | 442 5TH AVENUE STE 1866 | 442 5TH AVENUE STE 1866 | NEW YORK | NY | 10018 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $46,000 | ||||
| HACHNOSSOS KALLAH | |||||||||||||
| HACHNOSSOS KALLAH | 1070 38TH STREET | 1070 38TH STREET | NEW YORK | NY | 11219 | N/S | PC | FOR RELIGIOUS GENERAL SUPPORT | $180 | ||||
| HATZOLAH AIR | |||||||||||||
| HATZOLAH AIR | 78-32 138TH STREET | 78-32 138TH STREET | FLUSHING | NY | 11367 | N/A | PC | FOR EMERGENCY AMBULANCE SUPPORT | $180 | ||||
| HEBRON FUND INC | |||||||||||||
| HEBRON FUND INC | 1760 OCEAN AVE | 1760 OCEAN AVE | BROOKLYN | NY | 11230 | NA | PC | FOR GENERAL CHARITABLE SUPPORT | $20,000 | ||||
| ISRAEL SPECIAL KIDS FUND | |||||||||||||
| ISRAEL SPECIAL KIDS FUND | 505 EIGHTH AVENUE | 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,000 | ||||
| JEWISH EDUCATION CENTER OF SOUTH FL | |||||||||||||
| JEWISH EDUCATION CENOER OF SOUTH FL | 3660 NW 2ND COURT | 3660 NE 2ND CPOUTD | BOCA RATON | FL | 33431 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $7,500 | ||||
| JEWISH HOME FOUNDATION OF N JERSEY | |||||||||||||
| JEWISH HOME FOUNDATION OF N JERSEY | 10 LINK DRIVE | 10 LINK DRIVE | ROCKLEIGH | NJ | 07647 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $103 | ||||
| JUST ONE LIFE | |||||||||||||
| JUST ONE LIFE | 587 5TH AVE SUITE 702 | 587 5TH AVE SUITE 702 | NEW YORK | NY | 10017 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $100 | ||||
| MESORAH HERITAGE FOUNDATION | |||||||||||||
| MESORAH HERTIAGE FOUNDATION | 313 REGINA AVE | 313 REGINA AVE | RAHWAY | NJ | 07065 | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $25,000 | ||||
| MESORAH HIGH SCHOOL FOR GIRLS | |||||||||||||
| MESORAH HIGH SCHOOL FOR GIRLS | 12712 PARK CENTRAL DRIVE | 12712 PARK CENTRAL DRIVE | DALLAS | TX | 75251 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $680 | ||||
| MIKDASH MELECH NMB | |||||||||||||
| MIKDASH MELECH NMB | 1500 NE 162ND STREET | 1500 NE 162ND STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $929 | ||||
| MIKVAH ASSOCIATION OF TEANECK | |||||||||||||
| MIKVAH ASSOCIATION OF TEANECK | 1726 WINDSOR ROAD | 1726 WINDSOR ROAD | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,000 | ||||
| NATIONAL CONF OF SYNAGOGUE YOUTH | |||||||||||||
| NATIONAL CONF OF SYNAGOGUE YOUTH | 1345 QUEEN ANNE ROAD | 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $435 | ||||
| NATIONAL PHILANTHROPIC TRUST | |||||||||||||
| NATIONAL PHILANTHROPIC TRUST | 165 TOWNSHIP LINE RD 1200 | 165 TOWNSHIP LINE RD 1200 | JENKINTOWN | PA | 19046 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $1,000 | ||||
| NE'EMAN FOUNDATION | |||||||||||||
| NE'EMAN FOUNDATION | 18 HAZELTON ROAD | 18 HAZETON ROAD | NWETON | MA | 02459 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $100 | ||||
| ORTHODOX UNION | |||||||||||||
| ORTHDOX UNION | 1100 NE 163RD STREET | 1100 NE 163RD STREET | NORTH MIAMI BEACH | FL | 33162 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $15,000 | ||||
| RCCS CANCER | |||||||||||||
| RCCS CANCER | 803 BEDFORD AVENUE | 803 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL CHARITABLE SUPPORT | $2,762 | ||||
| SHARSHERET | |||||||||||||
| SHARSHERET | 1086 TEANECK ROAD STE 2G | 1086 TEANECK ROAD STE 5G | TEANECK | NJ | 07666 | N/A | PC | FOR GENERAL MEDICAL SUPPORT | $100 | ||||
| THE FRISCH SCHOOL | |||||||||||||
| THE FRISCH SCHOOL | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $180 | ||||
| THE FRISCH SCHOOL PARENTS ASSN | |||||||||||||
| THE FRISCH SCHOOL PARENTS ASSN | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $15 | ||||
| TOMCHEI SHABBOS SOUTH FLORIDA | |||||||||||||
| TOMCHEI SHABBOS SOUTH FLORIDA | 383 NE 2ND AVENUE | 383 NE 2ND AVENUE | HALLANDALE BEACH | FL | 33309 | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $6,000 | ||||
| UNITED HATZALAH | |||||||||||||
| UNITED HATZLALAH | 1070 MCDONALD AVENUE | 1070 MCDONALD AVENUE | BROOKLYN | NY | 11230 | N/A | PC | FOR EMERGENCY | $3,400 | ||||
| YESHIVA ADERES HATORAH | |||||||||||||
| YESHIVAS ADERES HOTORAH | 953 EAST 10TH STREET | 953 EAST 10TH STREET | BROOKLYN | NY | 11230 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $5,000 | ||||
| YESHIVA LIVNAS HASAPIR | |||||||||||||
| YESHUVA LIVNAS HASAPIR | 1760 53ST | 1750 53ST | BROOKLYN | NY | 11204 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $100 | ||||
| YESHIVA TORAS CHAIM TORAS EMES | |||||||||||||
| YESHIVA TORAS CHAIM TORAS EMES | 1025 MIAMI GARDENS DRIVE | 1025 MIAMI GARDENS DRIVE | NORTH MIAMI BCH | FL | 33179 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $150,000 | ||||
| YESHIVA UNIVERSITY | |||||||||||||
| YESHIVA UNIVERSITY | 500 W 185TH STREET | 500 W 185TH STREET | NEW YORK | NY | 10033 | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $72 | ||||
| YESHIVAT NOAM | |||||||||||||
| YESHIVAT NOAM | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $2,836 | ||||
| ZAKA TEL AVIV | |||||||||||||
| ZAKA TEL AVIV | 2920 AVENUE R | 2920 AVENUE R | BROOKLYN | NY | 11229 | N/A | PC | FOR EMERGENCY RESCUE GENERAL SUPPORT | $100 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,866 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141,084 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $278,153 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,552 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$163,151 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PFICS ORDINARY INCOME | 14 | |
| PARTNERSHIPS ORDINARY INCOM | 14 | $11,277 |
| PARTNERSHIP RENTAL | 14 | -$14 |
| PARTNERSHIPS OTHER PORTFOLI | 14 | $4 |
| PARTNERSHIP GURANTEED PAYME | 14 | |
| PARTNERSHIPS PASSTHROUGH | 14 | |
| PARTNERSHIPS DEBT CANCELLED | 14 | $77 |
| PARTNERSHIPS OTHER INCOME | 14 | $1,481 |
| PARTNERSHIP EXEMPT INCOME | 14 | |
| MADOFF VICTIMS FUND | 14 | $2,547 |
| CURRENCY EXCHANGE GAIN (LOS | 14 | -$14 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $273,996 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $273,996 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEE | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $7,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE EQUITIES | $2,441,739 | $2,986,543 |
| MUTUAL FUNDS | $4,187,602 | $4,366,589 |
| PRIVATE EQUITY FUNDS | $344,264 | $259,671 |
| STRUCTURED PRODUCTS | $3,110,815 | $2,962,558 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND PARTNERSHIPS | AT COST | $310,189 | $379,157 |
| PRIVATE EQUITY FUND PARTNERSHIPS | AT COST | $594,481 | $979,433 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 1099 INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,959 | BOYBookValueAmt |
| EOY Book Value | $1,476 | EOYBookValueAmt |
| EOYFMV | $1,476 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PARTNERSHIP K-1S AND QEF CHAR | $10 | $10 | |
| PARTNERSHIP K-1S AND QEF INVE | $291 | $291 | |
| PARTNERSHIP K-1S PORTFOLIO EX | $10,623 | $10,623 | |
| PARTNERSHIP K-1S AND QEF ROYA | $268 | $268 | |
| PARTNERSHIP K-1S SECTION 59 ( | $32 | $32 | |
| PARTNERSHIP COST DEPLETION | $227 | $227 | |
| PARTNERSHIP K-1S OTHER | $3,208 | $3,208 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIPS - ROYALTY INCOME | $2,552 | $2,552 |
| PARTNERSHIPS ORDINARY INCOME | $11,277 | $11,277 |
| PARTNERSHIP RENTAL | -$14 | -$14 |
| PARTNERSHIPS OTHER PORTFOLIO | $4 | $4 |
| PARTNERSHIPS DEBT CANCELLED | $77 | $77 |
| PARTNERSHIPS OTHER INCOME | $1,481 | $1,481 |
| MADOFF VICTIMS FUND | $2,547 | $2,547 |
| CURRENCY EXCHANGE GAIN (LOSS) | -$14 | -$14 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADVISOR FEE | $15,000 | $15,000 | |
| INVESTMENT ADVISORY FEES | $22,096 | $22,096 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $61 | $61 |
| FOREIGN TAXES FORM 1099-DIV | $4,239 | $4,239 |
| FOREIGN TAXES FROM PARTNERSHIPS | $24 | $24 |