NATHAN & LENA SEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN & LENA SEILER FAMILY FOUNDATION INC (EIN 13-3106906)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202433179349102688
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T16:05:27-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133701589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY GELBEIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK RD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 103144119 | 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 | 133106906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATHAN & LENA SEILER FAMILY FDN | BusinessNameLine1Txt |
| Business Name Line2 | C/O JAY GELBEIN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATH | BusinessNameControlTxt |
| Phone | 7184941423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK RD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA S DEITSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182613035 | PhoneNum |
| Signature | 2024-11-05 | 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 | JAY GELBEIN | PreparerPersonNm |
| PTIN | P00598433 | PTIN |
| Phone | 7184941423 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $5,570,081 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $35,722 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,722 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$43,660 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $163,004 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $276,622 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $276,683 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $276,622 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $268,684 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $312,440 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $276,622 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $6,220 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,388 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,752 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $37,360 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $120,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $120,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $157,360 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $120,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $111,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $312,440 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $276,622 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $148,026 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $300,091 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $300,091 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,381,926 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,394,727 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,727,081 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,009,256 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $934,810 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,542,909 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $3,577 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,596 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,542,785 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,636,224 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,570,081 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,507,251 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,507,251 | CapitalStockEOYAmt |
| Retained Earning BOY | -$964,466 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$871,027 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,542,785 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,636,224 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,542,785 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,636,224 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,542,785 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $111,324 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,654,109 | SubtotalAmt |
| Other Decreases | $17,885 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,636,224 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,343 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,343 | SubtotalAmt |
| Tax Based On Investment Income | $4,343 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $62 | EsPenaltyAmt |
| Tax Due | $4,405 | TaxDueAmt |
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 |
| 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 | JAY GELBEIN & COMPANY CPA FIRM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184941423 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK ROAD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GLORIA S DEITSCH | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BETTY COHEN WAGNER | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MARK ELENKO | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | TREASURER/VP | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,404,009 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,646 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,542,909 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,104,564 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,104,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,568 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,027,996 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $251,400 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $251,400 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,343 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,343 | TotalTaxAmt |
| Distributable Before Adj | $247,057 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $247,057 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $247,057 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $120,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,057 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $127,346 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $193,155 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $320,501 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $120,000 | QualifyingDistributionsAmt |
| Applied To Current Year | $120,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $127,057 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $127,057 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $193,444 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $289 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $193,155 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $193,155 | ExcessFromYear4Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AHAVES TORAH | |||||||
| 1550 W HORIZON RIDGE PKWY | HENDERSON | NV | 89012 | N/A | N/A | TAX EXEMPT PURPOSE | $12,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | N/A | N/A | TAX EXEMPT PURPOSE | $3,000 |
| CHOFETZ CHAIM HERITAGE FOUNDATION | |||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | N/A | N/A | TAX EXEMPT PURPOSE | $4,500 |
| CONGREGATION YESOD AVODAH | |||||||
| 1344 49TH STREET | BROOKLYN | NY | 11219 | N/A | N/A | TAX EXEMPT PURPOSE | $3,600 |
| FOOD FOR FREE COMMITTEE | |||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | N/A | N/A | TAX EXEMPT PURPOSE | $5,000 |
| FOXMAN TORAH INSTITUTE | |||||||
| 31 MAPLE AVENUE | CHERRY HILL | NJ | 08002 | N/A | N/A | TAX EXEMPT PURPOSE | $3,000 |
| JEP | |||||||
| 192 EAST BOSTON POST ROAD | MAMARONECK | NY | 10543 | N/A | N/A | TAX EXEMPT PURPOSE | $2,000 |
| JEWISH VOCATIONAL SERVICES | |||||||
| 75 FEDERAL STREET 3RD FL | BOSTON | MA | 02110 | N/A | N/A | TAX EXEMPT PURPOSE | $5,500 |
| LAHAV | |||||||
| 616 CORPORATE WAY SUITE2 | VALLEY COTAGE | NY | 10989 | N/A | N/A | TAX EXEMPT PURPOSE | $500 |
| RSA | |||||||
| 23855 LAWRENCE | CENTER LINE | MI | 48015 | N/A | N/A | TAX EXEMPT PURPOSE | $9,100 |
| THE BRATTLE FILM FOUNDATION | |||||||
| 40 BRATTLE ST2 | CAMBRIDGE | MA | 02138 | N/A | N/A | TAX EXEMPT PURPOSE | $4,000 |
| THE CENTER FOR INQUIRY | |||||||
| PO BOX 741 | AMHERST | NY | 14226 | N/A | N/A | TAX EXEMPT PURPOSE | $4,000 |
| THE PETER WESTBROOK FOUNDATION | |||||||
| 229 W 28TH STREET | NEW YORK | NY | 10001 | N/A | N/A | TAX EXEMPT PURPOSE | $5,000 |
| THE RED ROVER RELIEF | |||||||
| PO BOX 188890 | SACRAMENTO | CA | 95818 | N/A | N/A | TAX EXEMPT PURPOSE | $4,000 |
| YAFFED | |||||||
| PO BOX 1796 | NEW CITY | NY | 10956 | N/A | N/A | TAX EXEMPT PURPOSE | $4,000 |
| YESHIVA INSTITUTE DIVREI SHMUEL | |||||||
| 2 PHYLLIS TERRACE | MONSEY | NY | 10952 | N/A | N/A | TAX EXEMPT PURPOSE | $4,000 |
| YESHIVA OHR CHANOCH | |||||||
| 8906 W PICO BLVD | LOS ANGELES | CA | 90035 | N/A | N/A | TAX EXEMPT PURPOSE | $2,350 |
| YESHIVA ZICHRON MENAHEM | |||||||
| 50 WEST 47TH STREET | NEW YORK | NY | 10036 | N/A | N/A | TAX EXEMPT PURPOSE | $6,800 |
| JEC OF SOUTH FLORIDA | |||||||
| 264 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | N/A | N/A | TAX EXEMPT PURPOSE | $500 |
| ALIGHT | |||||||
| 1325 QUINCY STREET NE | MINNEAPOLIS | MN | 55413 | N/A | N/A | TAX EXEMPT PURPOSE | $5,500 |
| CONGREGATION LAASOK V'LAASOK | |||||||
| 198 REGENT DRIVE | LAKEWOOD | NJ | 08701 | N/A | N/A | TAX EXEMPT PURPOSE | $19,000 |
| YESHIVA TIFERES TORAH BOCA | |||||||
| 7210 PALMETTO CIR N | BOCA RATON | FL | 33433 | N/A | N/A | TAX EXEMPT PURPOSE | $2,000 |
| ZICHRON AVOS | |||||||
| 183 WILSON ST | BROOKLYN | NY | 11211 | N/A | N/A | TAX EXEMPT PURPOSE | $5,000 |
| ASHIRA | |||||||
| 235 NORTH MAIN STREET | SPRING VALLEY | NY | 10977 | N/A | N/A | TAX EXEMPT PURPOSE | $1,000 |
| BINYAN OLAM | |||||||
| 68 FRANKLIN AVENUE | NEW YORK | NY | 11205 | N/A | N/A | TAX EXEMPT PURPOSE | $500 |
| ADAS YEREIM | |||||||
| 27 LEE AVE | BROOKLYN | NY | 11211 | N/A | N/A | TAX EXEMPT PURPOSE | $500 |
| KEREN HAYELED | |||||||
| 1482 41ST STREET | BROOKLYN | NY | 11218 | N/A | N/A | TAX EXEMPT PURPOSE | $360 |
| MISSOURI TORAH INSTITUTE | |||||||
| 1809 CLARKSON RD | CHESTERFIELD | MO | 63017 | N/A | N/A | TAX EXEMPT PURPOSE | $360 |
| MIVTOCH OZ | |||||||
| 9 FIRST ST UNIT 202 | MONSEY | NY | 10977 | N/A | N/A | TAX EXEMPT PURPOSE | $430 |
| YESHIVA DERECH HATORAH OF MONSEY | |||||||
| 244 ROUTE 306 | MONSEY | NY | 10952 | N/A | N/A | TAX EXEMPT PURPOSE | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $120,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $35,722 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$43,660 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| FORM K1'S | -$38,563 |
| RP HAMPTON CENTER | -$4,666 |
| SECTION 1231/1250 GAIN | $307,322 |
| SETTLEMENT PAYMENTS | $230 |
| TEG 43 NORTH | $1,800 |
| TEG AQ2 | -$765 |
| TEG ASPEN LAKES | $2,087 |
| TEG CENTRAL PARK | $6,647 |
| TEG CENTRAL INVESTOR | -$3,500 |
| TEG CYPRESS | -$2,943 |
| TEG MOUNTAIN LODGE | -$19 |
| TEG RUNAWAY BAY | $2,583 |
| TEG SPRING BROOK LLC | $3,462 |
| TEG THE VALLEY LLC | -$1,131 |
| TEG TIMBERVIEW 1 LLC | -$1,846 |
| TEG WOODBRIDGE LLC | $2,067 |
| TEG WOODBROOK LLC | $4,523 |
| TEG WOODLAND CREEK LLC | -$370 |
| TEG WYNDHAM LLC | -$5 |
| K1 DEDUCTIONS | -$291 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $268,684 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $268,684 | 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) |
|---|---|---|
| Amt | $6,220 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| NEUBERGER BERMAN | PURCHASE | $42,138 | $50,399 | -$8,261 |
| NEUBERGER BERMAN | PURCHASE | $120,831 | $156,265 | -$35,434 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $1,394,727 | EOYBookValueAmt |
| EOYFMV | $2,727,081 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $934,810 | BookValueAmt |
| EOYFMV | $2,542,909 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2023DISTRIBUTIONS RECEIVED IN 2024 | Desc |
| BOY Book Value | $3,577 | BOYBookValueAmt |
| EOY Book Value | $6,596 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES | Desc |
| Amt | $17,885 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| INVESTMENT ADVISORY FEES | $23,021 |
| POSTAGE & DELIVERY | $231 |
| ADMINISTRATIVE EXPENSES | $6,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FORM K1'S | -$38,563 | -$38,563 | -$38,563 |
| RP HAMPTON CENTER | -$4,666 | -$4,666 | -$4,666 |
| SECTION 1231/1250 GAIN | $307,322 | $307,322 | $307,322 |
| SETTLEMENT PAYMENTS | $230 | $230 | |
| TEG 43 NORTH | $1,800 | $1,800 | $1,800 |
| TEG AQ2 | -$765 | -$765 | -$765 |
| TEG ASPEN LAKES | $2,087 | $2,087 | $2,087 |
| TEG CENTRAL PARK | $6,647 | $6,647 | $6,647 |
| TEG CENTRAL INVESTOR | -$3,500 | -$3,500 | -$3,500 |
| TEG CYPRESS | -$2,943 | -$2,943 | -$2,943 |
| TEG MOUNTAIN LODGE | -$19 | -$19 | -$19 |
| TEG RUNAWAY BAY | $2,583 | $2,583 | $2,583 |
| TEG SPRING BROOK LLC | $3,462 | $3,462 | $3,462 |
| TEG THE VALLEY LLC | -$1,131 | -$1,131 | -$1,131 |
| TEG TIMBERVIEW 1 LLC | -$1,846 | -$1,846 | -$1,846 |
| TEG WOODBRIDGE LLC | $2,067 | $2,067 | $2,067 |
| TEG WOODBROOK LLC | $4,523 | $4,523 | $4,523 |
| TEG WOODLAND CREEK LLC | -$370 | -$370 | -$370 |
| TEG WYNDHAM LLC | -$5 | -$5 | -$5 |
| K1 DEDUCTIONS | -$291 | -$291 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| US TREASURY | $1,128 |
| NYS TAXES | $260 |