HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-05
- IRS object ID
- 202323099349100202
- 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
- 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 | 2023-11-05T09:47:00-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARRY | PersonFirstNm |
| Person Last | HAHN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| 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 | 2023-11-03 | PreparationDt |
| 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 | $11,655,358 | 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 | $109,633 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,633 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $168,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $168,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $217,124 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,989,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $217,124 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,230 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $28,229 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $523,076 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $523,075 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $33,155 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $33,155 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $37,826 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,826 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $31,257 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,257 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,502 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,462 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $34 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $117,740 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,034 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $544,467 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $544,467 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $662,207 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $559,501 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$139,131 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,375 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $851,692 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $231,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $231,892 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $9,204,735 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,294,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,899,987 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,555,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $946,282 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,521,520 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,528 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,959 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,959 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,613,917 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,474,786 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,655,358 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,613,917 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,474,786 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,613,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,474,786 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,613,917 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,474,786 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,613,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$139,131 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,474,786 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,474,786 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - UBS 6685 | P | 2022-01-03 | 2022-12-29 | $796,246 | $805,856 | -$9,610 | -$9,610 |
| SEE ATTACHED - UBS 6685 | P | 2021-01-04 | 2022-12-29 | $533,141 | $559,321 | -$26,180 | -$26,180 |
| SEE ATTACHED - UBS 6683 | P | 2022-01-03 | 2022-12-29 | $71,940 | $92,015 | -$20,075 | -$20,075 |
| SEE ATTACHED - UBS 6683 | P | 2021-01-04 | 2022-12-29 | $413,379 | $364,972 | $48,407 | $48,407 |
| SEE ATTACHED - UBS 6686 | P | 2022-01-03 | 2022-12-29 | $228,962 | $245,578 | -$16,616 | -$16,616 |
| SEE ATTACHED - UBS 6686 | P | 2021-01-04 | 2022-12-29 | $294,862 | $357,635 | -$62,773 | -$62,773 |
| SEE ATTACHED - UBS 6684 | P | 2022-01-03 | 2022-12-29 | $322,274 | $331,085 | -$8,811 | -$8,811 |
| VARIOUS MUTUAL FUNDS BASIS CHANGES | P | 2021-01-01 | 2022-12-29 | $24,876 | $12,668 | $12,208 | $12,208 |
| PARTNERSHIP STCG PER K-1S | P | 2022-01-03 | 2022-12-29 | $6,747 | $6,747 | $6,747 | |
| PARTNERSHIP LTCG PER K-1S | P | 2021-01-04 | 2022-12-29 | $11,659 | $11,659 | $11,659 | |
| PARTNERSHIP SECT 1231 GAIN PER K-1S | P | 2021-01-04 | 2022-12-29 | $28,296 | $28,296 | $28,296 | |
| SPECIAL CREDIT OPPORTUNITIES | P | 2021-01-04 | 2022-12-29 | $3,020 | -$3,020 | -$3,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $217,124 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$48,365 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,246 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,246 | SubtotalAmt |
| Tax Based On Investment Income | $6,246 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,766 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $17,766 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,520 | OverpaymentAmt |
| Applied To ES Tax | $11,520 | 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 307 | 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 | $11,697,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $535,171 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $268 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,233,280 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,233,280 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $183,499 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,049,781 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $602,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $602,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,246 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,246 | TotalTaxAmt |
| Distributable Before Adj | $596,243 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $596,243 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $596,243 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $559,501 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $559,501 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $596,243 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $60,364 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr1 | $24,714 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,078 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $559,501 | QualifyingDistributionsAmt |
| Applied To Current Year | $559,501 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $36,742 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $36,742 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $48,336 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $23,622 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,714 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $24,714 | ExcessFromYear1Amt |
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 (31 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 |
|---|---|---|---|---|---|---|---|---|---|
| AISH HATORAH SOUTH FLORIDA | |||||||||
| AISH HATORAH SOUTH FLORIDA | 4010 N 46TH AVENUE | 4010 N 46TH AVENUE | HOLLYWOOD | FL | 33021 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $45,000 |
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | |||||||||
| AMERICAN COMMITTEE FOR SHAARE ZEDEK | 55 WEST 39 STREET 4TH FL | 55 WEST 39 STREET 4TH FL | NEW YORK | NY | 10018 | N/A | PC | FOR GENERAL MEDICAL SUPPORT | $50,000 |
| 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 | $180 |
| 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 | |||||||||
| CONGREGATION BNAI YESHURA | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,675 |
| 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 | $155,000 |
| FRAXA RESEARCH FOUNDATION | |||||||||
| FRAXA RESEARCH FOUNDATION | 10 PRINCE PLACE | 10 PRINCE PLACE | NEWBURYPORT | MA | 01950 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $100 |
| 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 | $2,000 |
| 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 | $10,000 |
| 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 | $5,000 |
| 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 |
| ORLANDO TORAH ACADEMY | |||||||||
| ORLANDO TORAH ACADEMY | 8651 COMMODITY CIRCLE | 8651 COMMODITY CIRCLE | ORLANDO | FL | 32819 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $300 |
| RCCS CANCER | |||||||||
| RCCS CANCER | 803 BEDFORD AVENUE | 803 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PC | GENERAL CHARITABLE SUPPORT | $1,850 |
| SINAI SCHOOLS | |||||||||
| SINAI SCHOOLS | 240 FRISCH CT SUITE 100 | 240 FRISCH CT SUITE 100 | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $360 |
| SOUTHERN NCSY | |||||||||
| SOUTHERN NCSY | 7200 CAMINO REAL STE 104 | 7200 CAMINO REAL STE 104 | BOCA RATON | FL | 334335511 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $50,000 |
| THE FRISCH SCHOOL | |||||||||
| THE FRISCH SCHOOL | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $7,200 |
| 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 | $3,000 |
| TORAS CHAIM TORAS EMES ACADEMY | |||||||||
| TORAS CHAIM TORAS EMES ACADEMY | 1025 NE MIAMI GARDENS DR | 1025 NE MIAMI GARDENS DR | NORTH MIAMI BEACH | FL | 33179 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $50,000 |
| 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 | $101,000 |
| YESHIVAT NOAM | |||||||||
| YESHIVAT NOAM | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $1,980 |
| CHABAD OF ICELAND | |||||||||
| CHABAD OF ICELAND | 544 CROWN STREET | 544 CROWN STREET | BROOKLYN | NY | 11213 | N/A | PC | FOR RELIGOUS GENERAL SUPPORT | $740 |
| MESORAH HERITAGE FOUNDATION | |||||||||
| MESORAH HERTIAGE FOUNDATION | 313 REGINA AVE | 313 REGINA AVE | RAHWAY | NJ | 07065 | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $25,000 |
| FOUNDATION FOR JEWISH BROADCASTING | |||||||||
| FOUNDATION FOR JEWISH BROADCATING | 551 GRAND ST 2ND FLOOR 3 | 551 GRAND ST 2ND FLOOR 3 | NEW YORK | NY | 10002 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $360 |
| GATES OF ZION | |||||||||
| GATES OF ZION | 500 FRANK W BURR BLVD 47 | 500 FRANK W BURR BLVD 47 | TEANECK | NJ | 07666 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $868 |
| MANHATTAN SEPHARDIC CONGRGATION | |||||||||
| MANHATTAN SEPHARDIC CONGREGATION | 325 E 75TH STREET | 325 E 75TH STREET | NEW YORK | NY | 100213023 | N/A | PC | FOR GRNERAL RELIGIOUS SUPPORT | $750 |
| AMERICAN SOCIETY OVERSEAS RESEARCH | |||||||||
| AMERICAN SOCIETY OVERSEAS RESEARCH | 209 COMMERCE STREET | 209 COMMERCE STREET | ALEXANDRIA | VA | 22314 | NA | PC | GENERAL CHARITABLE SUPPORT | $100 |
| 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 | $1,980 |
| KEREN HASHVIIS | |||||||||
| KEREN HASHVIIS | 1125 OCEAN AVE | 1125 OCEAN AVE | LAKEWOOD | NJ | 08701 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $1,000 |
| NEW YORK ROAD RUNNERS | |||||||||
| NEW YORK ROAD RUNNERS | 320 WEST 57TH STREET | 320 WEST 57TH STREET | NEW YORK | NY | 10019 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $50 |
| AMERICAN FRIENDS OF DOMIMIQUELE | |||||||||
| AMERICAN FRIENDS OF DOMIMIQUELE | 20W 36TH STREET SUITE 100 | 20W 36TH STREET SUITE 100 | NEW YORK | NY | 10018 | N/A | PC | FOR GENERAL CHARITABLE SUPPORT | $3,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $544,467 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,633 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $168,089 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $217,124 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (9 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PFICS ORDINARY INCOME | 14 | $5,737 |
| PARTNERSHIPS ORDINARY INCOM | 14 | $17,542 |
| PARTNERSHIP RENTAL | 14 | $45 |
| PARTNERSHIPS OTHER PORTFOLI | 14 | $13 |
| PARTNERSHIP GURANTEED PAYME | 14 | $1 |
| PARTNERSHIPS PASSTHROUGH | 14 | |
| PARTNERSHIPS DEBT CANCELLED | 14 | $10 |
| PARTNERSHIPS OTHER INCOME | 14 | $1,824 |
| PARTNERSHIP EXEMPT INCOME | 14 | $1 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $523,076 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $523,076 | 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 | $33,155 | Amt |
| Net Investment Income | $33,155 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE EQUITIES | $2,289,267 | $2,620,520 |
| MUTUAL FUNDS | $4,755,701 | $4,505,289 |
| PRIVATE EQUITY FUNDS | $343,906 | $306,930 |
| STRUCTURED PRODUCTS | $2,905,779 | $2,467,248 |
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 | $636,093 | $1,142,363 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 1099 INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,528 | BOYBookValueAmt |
| EOY Book Value | $1,959 | EOYBookValueAmt |
| EOYFMV | $1,959 | 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 | $34 | $34 | |
| PARTNERSHIP K-1S AND QEF INVE | $73 | $73 | |
| PARTNERSHIP K-1S PORTFOLIO EX | $10,778 | $10,778 | |
| PARTNERSHIP K-1S AND QEF ROYA | $275 | $275 | |
| PARTNERSHIP K-1S SECTION 59 ( | $2,171 | $2,171 | |
| PARTNERSHIP COST DEPLETION | $2,165 | $2,165 | |
| PARTNERSHIP K-1S OTHER | $6 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIPS - ROYALTY INCOME | $3,057 | $3,057 |
| PFICS ORDINARY INCOME | $5,737 | $5,737 |
| PARTNERSHIPS ORDINARY INCOME | $17,542 | $17,542 |
| PARTNERSHIP RENTAL | $45 | $45 |
| PARTNERSHIPS OTHER PORTFOLIO | $13 | $13 |
| PARTNERSHIP GURANTEED PAYMENT | $1 | $1 |
| PARTNERSHIPS DEBT CANCELLED | $10 | $10 |
| PARTNERSHIPS OTHER INCOME | $1,824 | $1,824 |
| PARTNERSHIP EXEMPT INCOME | $1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADVISOR FEE | $15,000 | $15,000 | |
| INVESTMENT ADVISORY FEES | $20,702 | $20,702 | |
| PARTNERSHIP MANAGEMENT FEES | $2,124 | $2,124 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL EXCISE TAX PAYMENTS | $29,000 | |
| FILING FEES | $61 | $61 |
| FOREIGN TAXES FORM 1099-DIV | $2,180 | $2,180 |
| FOREIGN TAXES FROM PARTNERSHIPS | $16 | $16 |