KLEINMAN FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- KLEINMAN FAMILY FOUNDATION (EIN 20-0136129)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349105272
- 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
- Schedule B
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T13:35:47-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 RXR PLAZA WEST TOWER | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11556 | 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 | 200136129 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KLEINMAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KLEI | BusinessNameControlTxt |
| Phone | 7182566000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 KINGS HIGHWAY | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112231023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN KLEINMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182566000 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRAD POLIZZANO | PreparerPersonNm |
| PTIN | P01408665 | PTIN |
| Phone | 6317527400 | PhoneNum |
| 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 | $10,257,808 | 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 | $341,377 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,934 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,934 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,945 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,945 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,945 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $7,193 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,193 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $375,449 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,072 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $750 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $750 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $448 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $448 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,155 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,155 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,155 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,198 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $254,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $254,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,155 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $255,898 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $118,396 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,917 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,577 | CashBOYAmt |
| Cash EOY | $3,999 | CashEOYAmt |
| Cash EOYFMV | $3,999 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $14,857 | AcctRcvblBOYAmt |
| Other Investments BOY | $688,561 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $688,561 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $688,561 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $10,791,232 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,565,248 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,565,248 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,595,227 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,257,808 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,257,808 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $50,478 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $50,478 | LoansFromOfficersEOYAmt |
| Other Liabilities BOY | $502,356 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $507,020 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $552,834 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $557,498 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,042,393 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,700,310 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,042,393 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,700,310 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,595,227 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,257,808 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,042,393 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $118,396 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,160,789 | SubtotalAmt |
| Other Decreases | $1,460,479 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,700,310 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | K-1: WESTCHESTER PORTFOLIO LLC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-12-31 | AcquiredDt |
| Sold | 2023-12-31 | SoldDt |
| Gross Sales Price | $24,945 | GrossSalesPriceAmt |
| Gain Or Loss | $24,945 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $24,945 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,945 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $458 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $458 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,211 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,211 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,753 | OverpaymentAmt |
| Applied To ES Tax | $1,753 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTIN KLEINMAN | IndividualWithBooksNm |
| Phone | 7182566000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 KINGS HIGHWAY | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MARTIN KLEINMAN | ||||||||
| 171 KINGS HIGHWAY | BROOKLYN | NY | 112231023 | PRESIDENT/TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH S KLEINMAN | ||||||||
| 171 KINGS HIGHWAY | BROOKLYN | NY | 112231023 | SECRETARY | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $183,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $38,393 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $222,266 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $222,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $218,932 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $10,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $10,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458 | TotalTaxAmt |
| Distributable Before Adj | $10,489 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $10,489 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $10,489 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $255,898 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $255,898 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $10,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,981 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,836 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,014 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $406,118 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $364,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $833,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $255,898 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,489 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $245,409 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,079,016 | 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 | $35,981 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,043,035 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,836 | ExcessFromYear4Amt |
| Excess From Year3 | $24,014 | ExcessFromYear3Amt |
| Excess From Year2 | $406,118 | ExcessFromYear2Amt |
| Excess From Year1 | $364,658 | ExcessFromYear1Amt |
| Excess From Current Year | $245,409 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARTIN KLEINMAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDAH BENEVOLENT SOCIETY | |||||||
| 42 BROADWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC | GENERAL PURPOSES | $150 |
| AMUD AISH MEMORIAL MUSEUM | |||||||
| 5923 STRICKLAND AVENUE | BROOKLYN | NY | 11234 | NONE | PUBLIC | GENERAL PURPOSES | $165 |
| CONGREGATION BAIS YITZCHOK | |||||||
| 1335 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | GENERAL PURPOSES | $12,500 |
| CONGREGATION DOROG | |||||||
| 814 EAST 3RD STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC | GENERAL PURPOSES | $2,600 |
| CONGREGATION KHAL ZYAB | |||||||
| C/O 171 KINGS HIGHWAY | BROOKLYN | NY | 11223 | NONE | PUBLIC | GENERAL PURPOSES | $70,800 |
| MAALOT | |||||||
| 207 ROCKAWAY TURNPIKE | LAWRENCE | NY | 11559 | NONE | PUBLIC | GENERAL PURPOSES | $3,600 |
| MESIVTA ATERES YAAKOV | |||||||
| 131 WASHINGTON AVENUE | LAWRENCE | NY | 11559 | NONE | PUBLIC | GENERAL PURPOSES | $360 |
| MESORAH HERITAGE FOUNDATION | |||||||
| 4401 SECOND AVENUE | BROOKLYN | NY | 11232 | NONE | PUBLIC | GENERAL PURPOSES | $100,000 |
| OHEL BAIS EZRA | |||||||
| 1268 EAST 14TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC | GENERAL PURPOSES | $20,000 |
| SHAARE DAAS | |||||||
| 3821 LABYRINTH ROAD | ARLINGTON | MD | 21215 | NONE | PUBLIC | GENERAL PURPOSES | $10,000 |
| TOMCHEI SHABBOS | |||||||
| 634 OAK DRIVE | FAR ROCKAWAY | NY | 11691 | NONE | PUBLIC | GENERAL PURPOSES | $500 |
| CHEVRA GEMACH | |||||||
| 140 WASHINGTON AVE UNIT B | CEDARHURST | NY | 11516 | NONE | PUBLIC | GENERAL PURPOSES | $5,000 |
| DAVIS MEMORIAL FUND | |||||||
| 25 LAWRENCE AVENUE | LAWRENCE | NY | 11559 | NONE | PUBLIC | GENERAL PURPOSES | $1,845 |
| KOLLEL CHATZOS | |||||||
| 2 PERLMAN DRIVE 111 | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| FRIENDS OF BIAT HAYESHUA | |||||||
| 250 WEST 55TH STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL PURPOSES | $1,000 |
| ATERES KALLAH | |||||||
| 4118 14TH AVE 215 | BROOKLYN | NY | 11219 | NONE | PUBLIC | GENERAL PURPOSES | $180 |
| MAFLEE LAASOT INC | |||||||
| 49 JAMES STREET | INWOOD | NY | 11096 | NONE | PUBLIC | GENERAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $254,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,934 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $7,193 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,945 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $34,072 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $34,072 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MARTIN KLEINMAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 171 KINGS HIGHWAY | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $341,377 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GRAND CENTRAL OPPORTUNITIES FUND LLC | AT COST | $87,148 | $87,148 |
| OFFSHORE PLATINUM PARTNERS ARBITRAGE FUND | AT COST | $601,413 | $601,413 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOANS TO OTHER NOT-FOR PROFIT ORGANIZATIONS | Desc |
| BOY Book Value | $10,791,232 | BOYBookValueAmt |
| EOY Book Value | $9,565,248 | EOYBookValueAmt |
| EOYFMV | $9,565,248 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT - CORRECTION TO LOAN BALANCE | $1,284,990 |
| PRIOR PERIOD ADJUSTMENT - OTHER RECONCILING ITEM | $14,857 |
| UNREALIZED GAIN ON INVESTMENTS | $160,632 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT FEES | $210 | $210 | $0 | $0 |
| K-1: WESTCHESTER PORTFOLIO LLC | $945 | $945 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WE TRAILS LLC | Desc |
| Revenue And Expenses Per Books | $7,193 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,193 | NetInvestmentIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| PLATINUM PARTNERS CREDIT OPPORTUNITIES FUND LLC F/K/A CENTURION CREDIT GROUP | $207,412 | $207,412 |
| WE TRAILS LLC | $288,949 | $293,613 |
| WESTCHESTER PORTFOLIO LLC | $5,995 | $5,995 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE AND LOCAL TAXES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |