SEG FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-09
- IRS object ID
- 202333139349100448
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-09T11:15:38-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132659310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERBRETTLERKLAR & LIPSTEIN LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY SUITE 640 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | 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 | 204909577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGF | BusinessNameControlTxt |
| Phone | 7189512200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 EAST 17TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL ELLIOT GOLDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7189512200 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAUL ELLIOT | PersonFirstNm |
| Person Last | GOLDBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2023-11-09 | 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 | $3,467,639 | 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 | $66,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $11,223 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11,223 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $65,929 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $65,929 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $120,375 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,665,022 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $120,375 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $263,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $197,527 | TotalNetInvstIncmAmt |
| Interest Rev And Expnss | $611 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $611 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,933 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $995 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $11,433 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $11,433 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $38,957 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $38,957 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $55,934 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,996 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $720,016 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $720,016 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $775,950 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,996 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $720,016 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$512,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $145,531 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $100,554 | CashBOYAmt |
| Cash EOY | $78,997 | CashEOYAmt |
| Cash EOYFMV | $78,997 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $269,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $297,707 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $297,707 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $302,138 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $255,900 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $232,057 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,283,137 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,188,045 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,451,025 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $475,273 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $455,208 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $407,853 | CorporateBondsEOYFMVAmt |
| Land BOY | $358,010 | LandBOYAmt |
| Total Assets BOY | $3,788,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,275,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,467,639 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,788,280 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,275,857 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,788,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,275,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,788,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,275,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,788,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$512,423 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,275,857 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,275,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| HOUSE | P | 2019-04-11 | 2022-10-27 | $436,134 | $50,543 | $397,120 | $89,557 | $89,557 |
| PUBLICLY TRADED SECURITIES | P | $76,031 | $76,260 | -$229 | -$229 | |||
| PUBLICLY TRADED SECURITIES | P | $228,434 | $185,512 | $42,922 | $42,922 | |||
| PUBLICLY TRADED SECURITIES | P | $104,325 | $110,668 | -$6,343 | -$6,343 | |||
| PUBLICLY TRADED SECURITIES | P | $106,941 | $106,691 | $250 | $250 | |||
| PUBLICLY TRADED SECURITIES | P | $219,837 | $249,972 | -$30,135 | -$30,135 | |||
| PUBLICLY TRADED SECURITIES | P | $485,042 | $468,967 | $16,075 | $16,075 | |||
| PUBLICLY TRADED SECURITIES | P | $662 | $662 | $662 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $120,375 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$36,707 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,023 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,023 | SubtotalAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $94 | EsPenaltyAmt |
| Tax Due | $2,117 | 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 | NY | 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 |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 7189512200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | 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 |
|---|---|---|---|---|---|---|---|---|
| SAUL ELLIOT GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHANA GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 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 | $3,582,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $373,213 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,955,960 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,955,960 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,896,621 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $194,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $194,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,023 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,023 | TotalTaxAmt |
| Distributable Before Adj | $192,808 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $192,808 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $192,808 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $720,016 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $720,016 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $192,808 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $515,613 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $847,126 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $777,376 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $800,178 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $678,960 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,619,253 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $720,016 | QualifyingDistributionsAmt |
| Applied To Current Year | $192,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $527,208 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,146,461 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $515,613 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,630,848 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $847,126 | ExcessFromYear4Amt |
| Excess From Year3 | $777,376 | ExcessFromYear3Amt |
| Excess From Year2 | $800,178 | ExcessFromYear2Amt |
| Excess From Year1 | $678,960 | ExcessFromYear1Amt |
| Excess From Current Year | $527,208 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL GOLDBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BAIS MEDRASH HEICHAL DOVID | ||||||
| 215 CENTRAL AVE | LAWRENCE | NY | 11559 | RELIGIOUS | $30,000 | |
| BROOKLYN JEWISH EXPERIENCE | ||||||
| 2915 AVENUE K | BROOKLYN | NY | 11210 | RELIGIOUS | $15,000 | |
| CONG BOBOV 45 | ||||||
| 81 BLAUVELT RD | MONSEY | NY | 10952 | RELIGIOUS | $100,000 | |
| CONG SONS OF ISRAEL | ||||||
| 2521 CRUGER AVE | BRONX | NY | 10467 | RELIGIOUS | $13,000 | |
| KEREN HACHESED | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $20,250 | |
| KHAL DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $18,600 | |
| KHAL TEFILO LEMOSHE | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $61,200 | |
| KOLLEL DERECH EMUNAH | ||||||
| 9 STUYVESTANT PLACE | LAWRENCE | NY | 11559 | RELIGIOUS | $10,000 | |
| MOADIM UZMANIM | ||||||
| 50 LAPSLEY LN | LAKEWOOD | NJ | 08701 | RELIGIOUS | $25,400 | |
| RELIEF RESOURCES | ||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $18,000 | |
| TIFERES ACHIM | ||||||
| 1442 45TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| TORAH ACADEMY FOR GIRLS | ||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $10,000 | |
| YASHAR COALITION | ||||||
| 2636 NOSTRAND AVE | BROOKLYN | NY | 11210 | RELIGIOUS | $12,250 | |
| YESHIVA DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $56,600 | |
| YESHIVA OHR HAMEIR | ||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | RELIGIOUS | $107,000 | |
| YESHIVA OHR MOSHE | ||||||
| 21 4TH ST | LAKEWOOD | NJ | 08701 | RELIGIOUS | $22,500 | |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $28,000 | |
| MISCELLANEOUS | ||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | RELIGIOUS | $162,216 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $720,016 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $11,223 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $65,929 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,818 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,557 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $107,970 | ExclusionAmt |
| Related Or Exempt Function Incm | $89,557 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $197,527 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JACOB ROSENBERG | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 932 EAST 29TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $61,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HOUSE | PropertyDesc |
| Acquired | 2019-04-11 | AcquiredDt |
| Cost Or Other Basis | $397,120 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $39,110 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 27.5000 | LifeRt |
| Current Year Expense | $11,433 | CurrentYearExpenseAmt |
| Net Investment Income | $11,433 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $134,248 | $120,701 |
| JPMORGAN CHASE 18140 SEE ATT | $165,209 | $151,166 |
| MORGAN STANLEY 104858-564 SEE ATT | $155,751 | $135,986 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $301,718 | $383,361 |
| JPMORGAN CHASE 18140 SEE ATT | $101,213 | $93,694 |
| MORGAN STANLEY 104858-564 SEE ATT | $1,785,114 | $1,973,970 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADS | $170 | $170 |
| INVESTMENT FEES | $37,970 | $37,970 |
| INSURANCE | $817 | $817 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $995 | $995 |
| FILING FEES | $3,938 |