CELEBRITY FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349105326
- Schema version
- 2020v4.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T16:12:49-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122947090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY NO 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MORRIS | PersonFirstNm |
| Person Last | MATALON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129444433 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,776,764 | 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 |
| Interest On Sav Rev And Expnss | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $26,276 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,276 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $373,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,336,605 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $373,398 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $399,723 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $399,723 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,817 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $21,817 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,940 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,757 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $152,918 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $152,918 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $177,675 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $152,918 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $222,048 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $374,966 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,097,291 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $749,568 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $749,568 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $525,082 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,094,853 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,027,196 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,622,373 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,844,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,776,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,622,373 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,844,421 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,622,373 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,622,373 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,844,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,622,373 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $222,048 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,844,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,844,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (149 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VIATRIS | P | 2012-12-17 | 2020-11-17 | $4 | $3 | $1 | $1 |
| HEICO CORP | P | 2020-11-16 | 2020-12-22 | $6,451 | $6,710 | -$259 | -$259 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $854 | $721 | $133 | $133 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $5,553 | $5,054 | $499 | $499 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $1,282 | $1,081 | $201 | $201 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $854 | $777 | $77 | $77 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $427 | $360 | $67 | $67 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $427 | $360 | $67 | $67 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $427 | $360 | $67 | $67 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $2,990 | $2,523 | $467 | $467 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $854 | $777 | $77 | $77 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $3,417 | $2,883 | $534 | $534 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $2,563 | $2,162 | $401 | $401 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $427 | $360 | $67 | $67 |
| SELECT SECTOR INDUSTRIAL SPDR ETF IV | P | 2021-03-15 | 2021-06-30 | $15,229 | $14,574 | $655 | $655 |
| BERKSHIRE HATHAWAY CLASS B | P | 2010-01-20 | 2021-06-30 | $55,132 | $13,590 | $41,542 | $41,542 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $42,604 | $3,170 | $39,434 | $39,434 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $10,613 | $9,955 | $658 | $658 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $4,793 | $4,496 | $297 | $297 |
| SPDR S&P 500 ETF IV | P | 2020-11-16 | 2021-06-30 | $4,272 | $3,604 | $668 | $668 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $1,282 | $1,166 | $116 | $116 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $1,282 | $1,166 | $116 | $116 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $10,252 | $9,330 | $922 | $922 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $318 | $24 | $294 | $294 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $7,948 | $591 | $7,357 | $7,357 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $318 | $24 | $294 | $294 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $2,453 | $2,685 | -$232 | -$232 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $558 | $610 | -$52 | -$52 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $223 | $244 | -$21 | -$21 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $446 | $488 | -$42 | -$42 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $112 | $122 | -$10 | -$10 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $7,026 | $7,689 | -$663 | -$663 |
| VERIZON COMMUNICATN | P | 2020-11-16 | 2021-06-30 | $335 | $366 | -$31 | -$31 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $318 | $24 | $294 | $294 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $318 | $24 | $294 | $294 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $2,544 | $189 | $2,355 | $2,355 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $22,574 | $1,680 | $20,894 | $20,894 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $854 | $777 | $77 | $77 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $4,272 | $3,887 | $385 | $385 |
| SPDR S&P 500 ETF IV | P | 2021-03-09 | 2021-06-30 | $427 | $389 | $38 | $38 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $342 | $321 | $21 | $21 |
| SPDR DOW JONES INDUSTRIA L AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $5,135 | $4,817 | $318 | $318 |
| HOME DEPOT INC | P | 2009-06-26 | 2021-06-30 | $18,440 | $1,372 | $17,068 | $17,068 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $5,135 | $4,817 | $318 | $318 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $457 | $457 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $3,868 | $3,870 | -$2 | -$2 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $30 | $30 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $183 | $183 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $30 | $30 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $30 | $30 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $152 | $152 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $1,523 | $1,523 | $0 | $0 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $122 | $122 | $0 | $0 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $1,369 | $1,285 | $84 | $84 |
| DRAFTKINGS INC | P | 2020-11-24 | 2021-06-30 | $15,594 | $14,492 | $1,102 | $1,102 |
| DRAFTKINGS INC | P | 2021-04-13 | 2021-06-30 | $20,792 | $23,002 | -$2,210 | -$2,210 |
| INVESCO QQQ TRUST | P | 2021-03-09 | 2021-06-30 | $24,834 | $21,749 | $3,085 | $3,085 |
| INVESCO QQQ TRUST | P | 2020-11-16 | 2021-06-30 | $10,643 | $8,712 | $1,931 | $1,931 |
| ALPHABET INC. CLASS C | P | 2015-10-07 | 2021-06-30 | $125,581 | $32,009 | $93,572 | $93,572 |
| GOLDMAN SACHS ACTVBETA U S LRG ETF | P | 2015-10-07 | 2021-06-30 | $6,450 | $3,028 | $3,422 | $3,422 |
| GOLDMAN SACHS ACTVBETA US LRG ETF | P | 2015-10-07 | 2021-06-30 | $42,140 | $19,774 | $22,366 | $22,366 |
| GOLDMAN SACHS ACTVBETA US LRG ETF | P | 2015-10-07 | 2021-06-30 | $35,518 | $16,675 | $18,843 | $18,843 |
| GOLDMAN SACHS ACTVBETA US LRG ETF | P | 2015-10-07 | 2021-06-30 | $1,032 | $484 | $548 | $548 |
| GOLDMAN SACHS ACTVBETA US LRG ETF | P | 2015-10-07 | 2021-06-30 | $860 | $404 | $456 | $456 |
| DRAFTKINGS INC | P | 2021-03-09 | 2021-06-30 | $15,594 | $19,067 | -$3,473 | -$3,473 |
| GOLDEN NUGGET ONLINE GAM CLASS A | P | 2021-03-15 | 2021-06-30 | $12,780 | $17,100 | -$4,320 | -$4,320 |
| ROUNDHILL SPRT BETNG AND IGAMING ETF | P | 2021-03-09 | 2021-06-30 | $11,879 | $11,883 | -$4 | -$4 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $7,532 | $7,065 | $467 | $467 |
| SPDR DOW JONES INDUSTRIAL AVR ETF IV | P | 2021-03-09 | 2021-06-30 | $16,433 | $15,414 | $1,019 | $1,019 |
| ORGANON & CO | P | 2012-12-17 | 2021-06-30 | $1,521 | $1,041 | $480 | $480 |
| VIMEO INC | P | 2020-11-16 | 2021-05-25 | $29 | $17 | $12 | $12 |
| BLACKLINE INC | P | 2020-11-16 | 2021-05-04 | $5,472 | $5,279 | $193 | $193 |
| TELADOC INC | P | 2020-11-16 | 2021-05-04 | $6,231 | $7,152 | -$921 | -$921 |
| AVALARA INC | P | 2020-11-24 | 2021-05-04 | $6,642 | $8,187 | -$1,545 | -$1,545 |
| NVIDIA CORP | P | 2021-04-13 | 2021-05-04 | $28,482 | $31,165 | -$2,683 | -$2,683 |
| GENTEX CORP | P | 2020-11-24 | 2021-05-04 | $3,496 | $3,294 | $202 | $202 |
| NVIDIA CORP | P | 2020-11-24 | 2021-05-04 | $5,696 | $5,188 | $508 | $508 |
| LAS VEGAS SANDS CORP | P | 2020-11-24 | 2021-04-13 | $11,958 | $11,684 | $274 | $274 |
| US GLOBAL JETS ETF | P | 2021-03-09 | 2021-04-13 | $5,201 | $5,306 | -$105 | -$105 |
| SPDR S&P BIOTECH ETF | P | 2014-03-11 | 2021-03-15 | $73,445 | $27,224 | $46,221 | $46,221 |
| QUALCOMM INC | P | 2020-12-03 | 2021-03-11 | $52,404 | $60,475 | -$8,071 | -$8,071 |
| NEOGENOMICS INC | P | 2020-11-24 | 2021-03-09 | $90 | $92 | -$2 | -$2 |
| ALARM COM HLDGS INC SH | P | 2020-11-16 | 2021-03-09 | $8,678 | $7,051 | $1,627 | $1,627 |
| BLACKLINE INC | P | 2020-11-16 | 2021-03-09 | $5,453 | $5,279 | $174 | $174 |
| PROTO LABS INC | P | 2020-11-16 | 2021-03-09 | $5,009 | $5,157 | -$148 | -$148 |
| PROTO LABS INC | P | 2020-11-16 | 2021-03-09 | $1,413 | $1,455 | -$42 | -$42 |
| COGNEX CORP | P | 2020-11-24 | 2021-03-09 | $7,818 | $7,292 | $526 | $526 |
| CHEMED CORP | P | 2020-11-16 | 2021-03-09 | $883 | $969 | -$86 | -$86 |
| CHEMED CORP | P | 2020-11-16 | 2021-03-09 | $6,623 | $7,266 | -$643 | -$643 |
| CHEMED CORP | P | 2020-11-16 | 2021-03-09 | $1,325 | $1,453 | -$128 | -$128 |
| REVLON INC CLASS A | P | 2020-11-16 | 2021-03-09 | $5,591 | $5,045 | $546 | $546 |
| 8X8 INC | P | 2020-12-03 | 2021-03-09 | $27,233 | $16,360 | $10,873 | $10,873 |
| WORKIVA INC 00500 CLASS A | P | 2020-11-16 | 2021-03-09 | $4,950 | $3,440 | $1,510 | $1,510 |
| ANSYS INC | P | 2020-11-16 | 2021-03-09 | $7,709 | $8,204 | -$495 | -$495 |
| CLOUDFLARE INC CLASS A | P | 2020-11-24 | 2021-03-09 | $6,607 | $6,634 | -$27 | -$27 |
| KORNIT DIGITAL LTD. F | P | 2020-11-24 | 2021-03-09 | $4,853 | $3,984 | $869 | $869 |
| NTNL INSTRUMENTS | P | 2020-11-24 | 2021-03-09 | $12,789 | $11,144 | $1,645 | $1,645 |
| ASPEN AEROGELS INC | P | 2020-11-24 | 2021-03-09 | $11,085 | $6,156 | $4,929 | $4,929 |
| GUIDEWIRE SOFTWARE | P | 2020-11-24 | 2021-03-09 | $10,126 | $12,029 | -$1,903 | -$1,903 |
| ALIGN TECHNOLOGY INC | P | 2020-11-16 | 2021-03-09 | $10,373 | $9,265 | $1,108 | $1,108 |
| 2U INC | P | 2020-11-24 | 2021-03-09 | $3,679 | $3,284 | $395 | $395 |
| EXONE CO | P | 2020-12-03 | 2021-03-09 | $30,691 | $11,840 | $18,851 | $18,851 |
| GENTEX CORP | P | 2020-11-24 | 2021-03-09 | $7,132 | $6,587 | $545 | $545 |
| NEOGENOMICS INC | P | 2020-11-24 | 2021-03-09 | $8,925 | $9,088 | -$163 | -$163 |
| EVERQUOTE INC CLASS A | P | 2020-11-24 | 2021-03-09 | $8,124 | $8,205 | -$81 | -$81 |
| BILL COM HLDGS INC | P | 2020-11-24 | 2021-03-09 | $7,570 | $5,623 | $1,947 | $1,947 |
| 2U INC | P | 2020-11-24 | 2021-03-09 | $3,679 | $3,284 | $395 | $395 |
| WORKHORSE GROUP INC | P | 2020-12-03 | 2021-02-25 | $16,230 | $22,645 | -$6,415 | -$6,415 |
| VELODYNE LIDAR INC | P | 2020-11-24 | 2021-02-25 | $8,400 | $8,295 | $105 | $105 |
| LENNOX INTERNTNL | P | 2020-11-24 | 2021-02-01 | $835 | $906 | -$71 | -$71 |
| PLURALSIGHT INC | P | 2020-11-24 | 2021-02-01 | $10,445 | $7,816 | $2,629 | $2,629 |
| LENNOX INTERNTNL | P | 2020-11-24 | 2021-02-01 | $278 | $302 | -$24 | -$24 |
| LENDINGTREE INC NEW | P | 2020-11-16 | 2021-02-01 | $9,844 | $9,750 | $94 | $94 |
| PAYLOCITY HLDG CORP | P | 2020-11-24 | 2021-02-01 | $9,469 | $9,712 | -$243 | -$243 |
| LENNOX INTERNTNL | P | 2020-11-24 | 2021-02-01 | $7,233 | $7,848 | -$615 | -$615 |
| LAS VEGAS SANDS CORP | P | 2020-11-24 | 2021-02-01 | $4,879 | $5,842 | -$963 | -$963 |
| GLOBANT SA F | P | 2020-11-16 | 2021-02-01 | $7,020 | $6,768 | $252 | $252 |
| VIATRIS INC | P | 2012-12-17 | 2021-02-01 | $1,701 | $1,044 | $657 | $657 |
| HEICO CORP | P | 2020-11-16 | 2021-02-01 | $1,313 | $1,476 | -$163 | -$163 |
| HEICO CORP | P | 2020-11-16 | 2021-02-01 | $1,075 | $1,208 | -$133 | -$133 |
| VERISK ANALYTICS INC CLASS A | P | 2020-11-16 | 2021-02-01 | $7,372 | $8,174 | -$802 | -$802 |
| WATSCO INC | P | 2020-11-24 | 2021-02-01 | $9,551 | $9,274 | $277 | $277 |
| EXPONENT INC | P | 2020-11-24 | 2021-02-01 | $8,351 | $8,310 | $41 | $41 |
| MIDDLEBY CORP THE | P | 2020-11-24 | 2021-02-01 | $13,767 | $13,947 | -$180 | -$180 |
| COSTAR GROUP INC | P | 2020-11-24 | 2021-02-01 | $4,563 | $4,412 | $151 | $151 |
| GLOBANT SA F | P | 2020-11-16 | 2021-02-01 | $2,145 | $2,068 | $77 | $77 |
| COSTAR GROUP INC | P | 2020-11-16 | 2021-02-01 | $9,126 | $9,188 | -$62 | -$62 |
| GLOBANT SA F | P | 2020-11-16 | 2021-02-01 | $585 | $564 | $21 | $21 |
| PEGASYSTEMS INC | P | 2020-11-16 | 2021-02-01 | $6,414 | $6,044 | $370 | $370 |
| SMITH A O | P | 2020-11-24 | 2021-02-01 | $5,498 | $5,828 | -$330 | -$330 |
| PROS HOLDINGS INC | P | 2020-11-24 | 2021-02-01 | $171 | $175 | -$4 | -$4 |
| FASTENAL CO | P | 2020-11-16 | 2021-02-01 | $9,244 | $9,550 | -$306 | -$306 |
| PROS HOLDINGS INC | P | 2020-11-24 | 2021-02-01 | $8,389 | $8,552 | -$163 | -$163 |
| GRAND CANYON EDUCA | P | 2020-11-24 | 2021-01-19 | $90 | $88 | $2 | $2 |
| OLLIES BARGAIN OUTLET HO | P | 2020-11-24 | 2021-01-19 | $9,672 | $9,469 | $203 | $203 |
| WEST PHARM SRVC INC | P | 2020-11-16 | 2021-01-19 | $5,068 | $4,956 | $112 | $112 |
| WEST PHARM SRVC INC | P | 2020-11-16 | 2021-01-19 | $894 | $875 | $19 | $19 |
| TYLER TECHNOLOGIES | P | 2020-11-16 | 2021-01-19 | $3,380 | $3,298 | $82 | $82 |
| ESTEE LAUDER CO INC CLASS A | P | 2020-11-24 | 2021-01-19 | $7,440 | $7,346 | $94 | $94 |
| FIVE BELOW | P | 2020-11-24 | 2021-01-19 | $9,227 | $7,746 | $1,481 | $1,481 |
| ROLLINS INC | P | 2020-11-24 | 2021-01-19 | $10,952 | $11,331 | -$379 | -$379 |
| GRAND CANYON EDUCA | P | 2020-11-24 | 2021-01-19 | $180 | $176 | $4 | $4 |
| GRAND CANYON EDUCA | P | 2020-11-24 | 2021-01-19 | $8,283 | $8,081 | $202 | $202 |
| BIO-TECHNE CORP | P | 2020-11-16 | 2021-01-19 | $8,692 | $7,564 | $1,128 | $1,128 |
| GRAND CANYON EDUCA | P | 2020-11-24 | 2021-01-19 | $450 | $439 | $11 | $11 |
| TYLER TECHNOLOGIES | P | 2020-11-16 | 2021-01-19 | $5,070 | $4,947 | $123 | $123 |
| PAYCOM SOFTWARE INC | P | 2020-11-16 | 2021-01-19 | $9,969 | $9,550 | $419 | $419 |
| INTEL CORP | P | 2011-05-18 | 2021-01-14 | $6,164 | $2,490 | $3,674 | $3,674 |
| INTEL CORP | P | 2011-05-18 | 2021-01-14 | $70,680 | $48,093 | $22,587 | $22,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $373,398 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,212 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,212 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,212 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $11,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,348 | OverpaymentAmt |
| Applied To ES Tax | $6,348 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122947090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1056 EAST 9TH STREET | BROOKLYN | NY | 11223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,232,872 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $443,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,676,778 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,676,778 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,636,626 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,212 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,212 | TotalTaxAmt |
| Distributable Before Adj | $126,619 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $126,619 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $126,619 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $152,918 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $152,918 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $152,918 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $126,619 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $125,197 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $161,154 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $109,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $170,701 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $114,829 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $681,085 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $152,918 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $126,619 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,299 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $707,384 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $125,197 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $582,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,154 | ExcessFromYear4Amt |
| Excess From Year3 | $109,204 | ExcessFromYear3Amt |
| Excess From Year2 | $170,701 | ExcessFromYear2Amt |
| Excess From Year1 | $114,829 | ExcessFromYear1Amt |
| Excess From Current Year | $26,299 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BEIT YAACOV | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $484 |
| BRIDGE ACADEMY | |||||
| 1958 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | GENERAL SUPPORT | $1,800 |
| CHABAD OF GREAT NECK | |||||
| 400 EAST SHORE ROAD | GREAT NECK | NY | 11024 | GENERAL SUPPORT | $500 |
| COLEL CHABAD | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $8,800 |
| CONGREGATION BETH TORAH | |||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $119 |
| FUND FOR ISRAEL TOMORROW | |||||
| 777 BONHOMME AVENUE | ST LOUIS | MO | 63105 | GENERAL SUPPORT | $1,000 |
| HALACHIC ORGAN DONOR SOCIETY | |||||
| PO BOX 693 | NEW YORK | NY | 10108 | GENERAL SUPPORT | $1,000 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $1,800 |
| JEWISH EDUCATIONAL LOAN FUND | |||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $2,000 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $5,972 |
| MENACHEM EDUCATION FOUNDATION | |||||
| 411 KINGSTON AVENUE | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $1,800 |
| NORTH SHORE HEBREW ACADEMY | |||||
| 400 NORTH SERVICE ROAD | GREAT NECK | NY | 11020 | GENERAL SUPPORT | $36,480 |
| OHEL YITZHAK OF ALLENHURST | |||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $2,302 |
| REACH FOR THE STARS | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $9,600 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,800 |
| SEPHARDIC INSTITUTE | |||||
| 511 AVE R | BROOKLYN | NY | 11239 | GENERAL SUPPORT | $12,000 |
| TEBAH EDUCATIONAL SERVICES | |||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $501 |
| THE NEXT STEP CO ISRAEL MEDICAL FUND | |||||
| 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | GENERAL SUPPORT | $2,160 |
| THE SEPHARDIC RABBINICAL COLLEGE | |||||
| 730 AVENUE S | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $3,600 |
| TORAH VE AHAVA | |||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $500 |
| UJA-FEDERATION | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | GENERAL SUPPORT | $12,400 |
| YESHIVAH FLATBUSH | |||||
| 1609 AVENUE J | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $20,000 |
| YAD YOSEF TORAH CENTER | |||||
| 1036 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $1,000 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | GENERAL SUPPORT | $20,000 |
| AMERICAN FRIENDS OF SHEHEBAR SEPHARDIC CENTER | |||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $1,800 |
| CONGREGATION BROTHERS OF ISRAEL | |||||
| 250 PARK AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $700 |
| FRIENDSHIP CIRCLE INTERNATIONAL | |||||
| 816 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $1,000 |
| LITERACY NEW JERSEY | |||||
| 100 MENLO PARK DR | EDISON | NJ | 08837 | GENERAL SUPPORT | $1,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $152,918 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,276 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $373,398 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $399,723 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $399,723 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,094,853 | BookValueAmt |
| EOYFMV | $2,027,196 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $619 | $619 | $0 |
| BANK FEES | $75 | $75 | $0 |
| PROFESSIONAL FEES | $2,246 | $2,246 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $21,817 | Amt |
| Net Investment Income | $21,817 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |