JAS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAS FOUNDATION (EIN 35-2198588)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349102416
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:21:49-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352198588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The JAS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % FORVIS LLP | InCareOfNm |
| Business Name Control | JASF | BusinessNameControlTxt |
| Phone | 2485693500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 Pierce | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL BAUM | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2485693500 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHAEL | PersonFirstNm |
| Person Last | BAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $842,597 | 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 | $44,578 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,472 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,472 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,446 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $29,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,446 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $94,496 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $49,918 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $627 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $29,181 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $33,558 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $25,620 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $25,620 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,178 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,620 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $35,318 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,918 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,102 | CashBOYAmt |
| Cash EOY | $55,188 | CashEOYAmt |
| Cash EOYFMV | $55,188 | CashEOYFMVAmt |
| Corporate Stock BOY | $859,429 | CorporateStockBOYAmt |
| Corporate Stock EOY | $787,409 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $787,409 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $912,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $842,597 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $842,597 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $912,531 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $842,597 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $912,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $842,597 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $912,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $842,597 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $912,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $35,318 | ExcessRevenueOverExpensesAmt |
| Subtotal | $947,849 | SubtotalAmt |
| Other Decreases | $105,252 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $842,597 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | MS 031796 - DETAIL AVAILABLE UPON REQUEST | PropertyDesc |
| Sold | 2022-12-15 | SoldDt |
| Gross Sales Price | $29,017 | GrossSalesPriceAmt |
| Cost Or Other Basis | $8,571 | CostOrOtherBasisAmt |
| Gain Or Loss | $20,446 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $20,446 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,446 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $694 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $694 | SubtotalAmt |
| Tax Based On Investment Income | $694 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $410 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $410 | TotalPaymentsAndCreditsAmt |
| Tax Due | $284 | 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 |
| Org Report Or Register State | MI | 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 | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128674000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Henry Baum | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | president | 0 | $0 | $0 | $0 |
| Roselind Baum | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | Trustee | 0 | $0 | $0 | $0 |
| Michael E Baum | ||||||||
| 24611 Sussex | oak park | MI | 48237 | Trustee | 0 | $0 | $0 | $0 |
| Deborah Jacobs | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | Trustee | 0 | $0 | $0 | $0 |
| 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 | $791,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $54,824 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $845,861 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $845,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,688 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $833,173 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,659 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,659 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $694 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $694 | TotalTaxAmt |
| Distributable Before Adj | $40,965 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $40,965 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $40,965 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,620 | 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 | $25,620 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,965 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,281 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,715 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $9,996 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,620 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $25,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $9,996 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,996 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,349 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL BAUM MICHAEL BAUM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yeshivas Darchei Torah | |||||||
| 257 Beach 17th st | Far Rockaway | NY | 11691 | none | PC | program Support | $1,000 |
| Agudath Israel of West Lawrence | |||||||
| 631 Lannett Ave | Far Rockaway | NY | 11691 | none | PC | program Support | $3,600 |
| Cong Beth Tefila Emanuel | |||||||
| 24225 Greenfield Rd | Southfield | MI | 48075 | none | PC | program Support | $2,000 |
| Torah Academy for Girls | |||||||
| 444 Beach 6th St | Far Rockaway | NY | 11691 | none | PC | program support | $1,000 |
| HATZALAH OF THE ROCKAWAYS | |||||||
| 621 BEACH 9TH STRRET | Far Rockaway | NY | 11691 | none | PC | program support | $720 |
| THE KOLLEL OF YOUNG ISRAEL | |||||||
| 2463 S Green Rd | Cleveland | OH | 44122 | none | PC | Program Support | $1,800 |
| Cong Shomen Israel | |||||||
| 14261 VERNON STREET | Oak Park | MI | 48237 | none | PC | program support | $11,000 |
| Telshe Yeshiva Chicago | |||||||
| 3535 W Foster Ave | Chicago | IL | 60625 | none | PC | program support | $1,000 |
| Yeshivah of Carteret | |||||||
| 42 Noe Street | Carteret | NJ | 07008 | none | PC | program support | $500 |
| Bais Medrash Heichal David | |||||||
| 215 Central Ave | Lawrence | NY | 11559 | none | PC | program support | $1,000 |
| Yeshivah Of Far Rockaway | |||||||
| 802 Hicksville Rd | Far Rockaway | NY | 11691 | none | program support | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $25,620 | 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 | $29,472 | 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 | $20,446 | 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 | $49,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $49,918 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Michael Baum | ||||||
| 1 | 24611 Sussex | Oak Park | MI | 48237 | $13,743 | Yes (X) |
| Joel Baum | ||||||
| 2 | 738 Henry Road | Far Rockaway | NY | 11691 | $30,835 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | securities | $13,743 | 2022-12-27 |
| 2 | securities | $30,835 | 2022-12-21 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,750 | Amt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (17 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMEREN CORP | $29,344 | $29,344 |
| AMER INTL GP INC NEW (AIG) | $13,723 | $13,723 |
| AT&T INC | $11,008 | $11,008 |
| EVERSOURCE ENERGY COM | $25,152 | $25,152 |
| FORTUNE BRANDS HOME & SEC INC | $15,823 | $15,823 |
| FIRST EAGLE GLOBAL A | $454,472 | $454,472 |
| BRISTOL MYERS SQUIBB CO | $16,422 | $16,422 |
| CONSOLIDATED EDISON INC | $111,408 | $111,408 |
| GENERAL MTRS CO | $29,991 | $29,991 |
| KRAFT HEINZ CO | $8,569 | $8,569 |
| STARWOOD PROPERTY TRUST INC | $30,370 | $30,370 |
| WALGREENS BOOTS ALLIANCE INC | $6,310 | $6,310 |
| TRAVELERS COMPANIES INC COM | $69 | $69 |
| EUROFINS SCIENTIFIC | $1,002 | $1,002 |
| MASTERBRAND INC (MBC) | $2,091 | $2,091 |
| WRNR BROS DSCOVRY INC (WBD) | $1,365 | $1,365 |
| CENTERPOINT ENERGY INC (CNP) | $30,290 | $30,290 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VALUATION ADJUSTMENT | Desc |
| Amt | $105,252 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TRANSFERS OUT | Desc |
| Revenue And Expenses Per Books | $29,181 | RevenueAndExpensesPerBooksAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $627 | Amt |