THE BNAI SHOLOM BETH EL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE BNAI SHOLOM BETH EL FOUNDATION INC (EIN 30-0150677)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349103238
- Schema version
- 2021v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T15:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 E RIO SALADO PKWY SUITE 800 | AddressLine1Txt |
| City | TEMPE | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300150677 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BNAI SHOLOMBETH EL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BNAI | BusinessNameControlTxt |
| Phone | 7322222510 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 75000 | AddressLine1Txt |
| City | DETROIT | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 482757874 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALAN C WINTERS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7322222510 | PhoneNum |
| Signature | 2022-05-01 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRADLEY N SPRONG | PreparerPersonNm |
| PTIN | P00642561 | PTIN |
| Phone | 8558073423 | PhoneNum |
| Preparation | 2022-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $907,079 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $17,641 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,641 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $63,460 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $240,790 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $63,460 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $865 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $81,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,106 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,953 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,953 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,494 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $782 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $15,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,235 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $37,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $37,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $52,750 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,235 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $37,803 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $29,216 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $66,871 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,408 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,749 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,749 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $383,255 | CorporateStockBOYAmt |
| Corporate Stock EOY | $294,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $548,267 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $218,101 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $314,255 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $319,063 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $619,764 | TotalAssetsBOYAmt |
| Total Assets EOY | $648,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $907,079 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $619,764 | CapitalStockBOYAmt |
| Capital Stock EOY | $648,978 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $619,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $648,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $619,764 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $648,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $619,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $29,216 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $648,980 | SubtotalAmt |
| Other Decreases | $2 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $648,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (78 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 137. ISHARES VOLATILITY INDEX VOLATILITY INDE | 2015-04-17 | 2021-06-04 | $8,939 | $8,403 | $536 | $536 | |
| 43. ISHARES VOLATILITY INDEX VOLATILITY INDE | 2013-09-19 | 2021-10-25 | $2,752 | $2,624 | $128 | $128 | |
| 76. ISHARES S&P 500/BARRA GROWTH | 2020-03-18 | 2021-04-09 | $5,182 | $2,884 | $2,298 | $2,298 | |
| 152. ISHARES S&P 500/BARRA GROWTH | 2020-03-18 | 2021-08-02 | $11,487 | $5,769 | $5,718 | $5,718 | |
| 143. ISHARES S&P 500/BARRA GROWTH | 2020-03-18 | 2021-09-17 | $11,060 | $5,040 | $6,020 | $6,020 | |
| 38. ISHARES S&P 500/BARRA GROWTH | 2011-04-27 | 2021-10-25 | $2,993 | $669 | $2,324 | $2,324 | |
| 84. ISHARES S & P 500/BARRA VALUE | 2018-07-27 | 2021-04-09 | $12,029 | $9,598 | $2,431 | $2,431 | |
| 27. ISHARES S & P 500/BARRA VALUE | 2021-06-04 | 2021-09-17 | $4,012 | $4,075 | -$63 | -$63 | |
| 21. ISHARES S & P 500/BARRA VALUE | 2018-07-27 | 2021-09-17 | $3,120 | $2,399 | $721 | $721 | |
| 53. ISHARES S & P 500/BARRA VALUE | 2018-07-27 | 2021-10-25 | $8,138 | $6,056 | $2,082 | $2,082 | |
| 108. ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2019-02-01 | 2021-01-12 | $8,312 | $3,536 | $4,776 | $4,776 | |
| 97. ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2020-05-20 | 2021-06-04 | $7,706 | $4,851 | $2,855 | $2,855 | |
| 121. ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2020-03-18 | 2021-09-17 | $9,857 | $4,793 | $5,064 | $5,064 | |
| 13. ISHARES S&P MIDCAP 400/GROWTH EXCHANGE TRADED FUND | 2020-03-18 | 2021-10-25 | $1,100 | $515 | $585 | $585 | |
| 118. ISHARES S&P MIDCAP 400/V | 2020-03-18 | 2021-04-09 | $12,232 | $6,012 | $6,220 | $6,220 | |
| 11. ISHARES S&P MIDCAP 400/V | 2020-03-18 | 2021-06-04 | $1,196 | $560 | $636 | $636 | |
| 72. ISHARES S&P MIDCAP 400/V | 2020-03-18 | 2021-09-17 | $7,497 | $3,668 | $3,829 | $3,829 | |
| 18. ISHARES S&P MIDCAP 400/V | 2020-03-18 | 2021-10-25 | $1,971 | $917 | $1,054 | $1,054 | |
| 390. ISHARES IBOXX H/Y CORP BOND | 2020-05-20 | 2021-06-04 | $34,013 | $30,887 | $3,126 | $3,126 | |
| 4. ISHARES IBOXX H/Y CORP BOND | 2020-04-08 | 2021-09-17 | $352 | $308 | $44 | $44 | |
| 4. ISHARES IBOXX H/Y CORP BOND | 2021-04-09 | 2021-10-25 | $348 | $349 | -$1 | -$1 | |
| 94. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2021-01-12 | $6,679 | $5,262 | $1,417 | $1,417 | |
| 25. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2021-04-09 | $1,849 | $1,400 | $449 | $449 | |
| 45. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2021-06-04 | $3,486 | $2,519 | $967 | $967 | |
| 141. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2021-09-17 | $10,806 | $7,893 | $2,913 | $2,913 | |
| 25. ISHARES CORE MSCI EAFE ETF | 2014-12-18 | 2021-10-25 | $1,911 | $1,400 | $511 | $511 | |
| 218. PIMCO ETF TR | 2020-05-20 | 2021-06-04 | $22,233 | $22,028 | $205 | $205 | |
| 38. PIMCO ETF TR | 2021-04-09 | 2021-06-04 | $3,875 | $3,873 | $2 | $2 | |
| 3. PIMCO ETF TR | 2021-09-17 | 2021-10-25 | $305 | $306 | -$1 | -$1 | |
| 190. VANGUARD BD INDEX SHORT TERM BD ETF | 2020-05-20 | 2021-06-04 | $15,639 | $15,483 | $156 | $156 | |
| 17. VANGUARD BD INDEX SHORT TERM BD ETF | 2021-04-09 | 2021-10-25 | $1,385 | $1,397 | -$12 | -$12 | |
| 48. VANGUARD TOTAL BOND MARKET | 2020-05-20 | 2021-08-02 | $4,167 | $4,197 | -$30 | -$30 | |
| 23. VANGUARD TOTAL BOND MARKET | 2021-09-17 | 2021-10-25 | $1,955 | $1,983 | -$28 | -$28 | |
| 8. VANGUARD SMALL-CAP GROWTH | 2017-07-07 | 2021-04-09 | $2,234 | $1,160 | $1,074 | $1,074 | |
| 1. VANGUARD SMALL-CAP GROWTH | 2017-07-07 | 2021-09-17 | $291 | $145 | $146 | $146 | |
| 1. VANGUARD SMALL-CAP GROWTH | 2017-07-07 | 2021-10-25 | $296 | $145 | $151 | $151 | |
| 42. VANGUARD SMALL-CAP VALUE | 2020-03-18 | 2021-04-09 | $7,034 | $3,219 | $3,815 | $3,815 | |
| 4. VANGUARD SMALL-CAP VALUE | 2020-05-20 | 2021-06-04 | $708 | $403 | $305 | $305 | |
| 6. VANGUARD SMALL-CAP VALUE | 2020-05-20 | 2021-10-25 | $1,080 | $604 | $476 | $476 | |
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P | |||||
| CAPITAL GAIN DIVIDENDS | $561 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $63,460 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $930 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $930 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $930 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $448 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $448 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $482 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | NJ | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALAN C WINTERS CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7322222510 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5428 NW 20TH AVE | AddressLine1Txt |
| City | BOCA RATON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33496 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| ZELDON ROSE | ||||||
| 27 HILLTOP ROAD | WEST LONG BRANCH | NJ | 07754 | PRESIDENT | 1 | $0 |
| REGINA WEISS | ||||||
| 11 VIRGINIA TERRACE | WEST LONG BRANCH | NJ | 07754 | VICE PRESIDENT | 1 | $0 |
| ALAN WINTERS | ||||||
| 5428 NW 20TH AVE | BOCA RATON | FL | 33496 | TREASURER | 1 | $0 |
| ADAM BOGNER | ||||||
| 4 ROCK GLENN ROAD | HAVRE DE GRACE | MD | 210782026 | TRUSTEE | 1 | $0 |
| ANDREW ROBBINS | ||||||
| 9 SPRINGHOUSE ROAD | WAYSIDE | NJ | 07712 | TRUSTEE | 1 | $0 |
| ALAN STERN | ||||||
| 458 LEXINGTON AVENUE | NEPTUNE | NJ | 07753 | TRUSTEE | 1 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $867,676 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,559 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $894,235 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $894,235 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $13,414 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $880,821 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $44,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $44,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $930 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $930 | TotalTaxAmt |
| Distributable Before Adj | $43,111 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $43,111 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $43,111 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $37,803 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $37,803 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $43,111 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $37,303 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $37,803 | QualifyingDistributionsAmt |
| Applied To Year1 | $37,303 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $42,611 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| UNION OF ORTHODOX JEWISH | ||||||||
| CONGREGATIONS OF AMERICA | 11 BOARDWAY 14TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $20,448 |
| CONGREGATION TORAT EL | ||||||||
| 301 MONMOUTH ROAD | OAKHURST | NJ | 07755 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $9,407 | |
| CENTER FOR HOLOCAUST RIGHTS | ||||||||
| 765 NEWMAN SPRINGS RD | LINCROFT | NJ | 07738 | NONE | PC | SUPPORT OF DAILY OPERATIONS | $7,448 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $37,303 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $17,641 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME | 14 | $5 |
| FEDERAL TAX REFUND | 14 | $860 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $81,966 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $81,966 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VARIOUS CORPORATE BONDS | BondNm |
| EOY Book Value | $314,255 | EOYBookValueAmt |
| EOYFMV | $319,063 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VARIOUS CORPORATE STOCKS | StockNm |
| EOY Book Value | $294,974 | EOYBookValueAmt |
| EOYFMV | $548,267 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIFFERENCE RECEIPTS AND TAXABLE INCOME | Desc |
| Amt | $2 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX REFUND | $860 | $0 |
| OTHER INCOME | $5 | $5 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT MNGMNT FEES (DEDUCT | $5,304 | $5,304 |
| INVESTMNT MNGMNT FEES (NON-DED | $7,649 | $7,649 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $264 | $0 | $0 |
| FEDERAL ESTIMATES - INCOME | $448 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $489 | $489 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $293 | $293 | $0 |