JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202203159349102425
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T14:40:44-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 270120069 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPERSMITH SIMON & VOGEL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 CHARLES LINDBERGH BLVD STE 605 | AddressLine1Txt |
| City | UNIONDALE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11553 | 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 | 650710609 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACOB & ANITA PENZER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JACO | BusinessNameControlTxt |
| Phone | 5163752190 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO R PENZER 81 HARBORVIEW WEST | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 115591911 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PENZER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5163752190 | PhoneNum |
| Signature | 2022-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | PENZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM A VOGEL | PreparerPersonNm |
| PTIN | P00209076 | PTIN |
| Phone | 5164835800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $28,877,487 | 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 | $2,499,825 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,757 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,757 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,646 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,542,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,403 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $486,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $42,600 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $443,400 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $144,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $57,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $86,400 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $87,100 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $9,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $78,100 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,666 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,833 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $53,833 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,404 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $120 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,284 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $67,552 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $64,174 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $2,468 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $101,850 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $101,850 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $76,122 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $76,122 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $64,650 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $64,650 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,088,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $115,531 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $970,813 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $369,191 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $369,191 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,458,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $115,531 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,340,004 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,084,225 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $15,796,545 | CashBOYAmt |
| Cash EOY | $15,465,865 | CashEOYAmt |
| Cash EOYFMV | $15,465,865 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,694,500 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $1,700,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,694,500 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,694,500 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $7,267,409 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $7,130,946 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $7,130,946 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $3,008,203 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,008,203 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,008,203 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $587,683 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,957 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,017 | LandBOYAmt |
| Land EOY | $575,726 | LandEOYAmt |
| Land EOYFMV | $575,726 | LandEOYFMVAmt |
| Other Assets BOY | $57,516 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,247 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,247 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $27,830,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,877,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,877,487 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $61,967 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $49,532 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $61,967 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,532 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $27,768,723 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,827,955 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,768,723 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,827,955 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,830,690 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,877,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,768,723 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,084,225 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $28,852,948 | SubtotalAmt |
| Other Decreases | $24,993 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,827,955 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,706 | 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 | $5,706 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,706 | OverpaymentAmt |
| Applied To ES Tax | $5,706 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | RICHARD PENZER | IndividualWithBooksNm |
| Phone | 5163752190 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 81 HARBORVIEW WEST | AddressLine1Txt |
| City | LAWRENCE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11559 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES /TREASURER/ ASS' | 12.00 | $0 | $0 | $0 |
| ARIEL PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES / DIRECTOR | 5.00 | $84,000 | $0 | $0 |
| RICHARD PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | PRESIDENT / DIRECTOR | 40.00 | $156,000 | $0 | $0 |
| JACKI PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES /SECRETARY /DIRE | 40.00 | $156,000 | $0 | $0 |
| JACOB PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES / DIRECTOR | 6.00 | $90,000 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIE HECHT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LIFE 112 SPRUCE STREET | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ATTORNEY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $144,000 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GERALD P GROSS PC | |||||
| 366 PEARSALL AVE 5 | CEDARHURST | NY | 11516 | LEGAL | $59,600 |
| AMANDA BLUM CPA | |||||
| C/O LIFE 112 SPRUCE STREET | CEDARHURST | NY | 11516 | ACCOUNTING | $51,666 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,656,797 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,713,058 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,938,036 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,307,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,307,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $514,618 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,793,273 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,689,664 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,689,664 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,689,664 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,689,664 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,689,664 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,340,004 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,340,004 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,689,664 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $115,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $415,204 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $609,766 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $160,548 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,300,714 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,340,004 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,340,004 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $349,660 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $349,660 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $951,054 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $951,054 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $180,740 | ExcessFromYear3Amt |
| Excess From Year2 | $609,766 | ExcessFromYear2Amt |
| Excess From Year1 | $160,548 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF AMUDEL SHALOM | ||||||||||
| 1041 S WOOSTER ST APT 2 | LOS ANGELES | CA | 90035 | NONE | 501(C)(3) | GENERAL | $5,000 | |||
| AGUDAH OF WEST LAWRENCE | ||||||||||
| 631 LANETT AVENUE | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $11,860 | |||
| AMUDEI OHR INC | ||||||||||
| 417 5TH AVE FL 3 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| AISH KODESH | ||||||||||
| PO BOX 361 | WOODMERE | NY | 11598 | NONE | 501(C)(3) | GENERAL | $575 | |||
| ALEPH BETA | ||||||||||
| 600 BAYVIEW AVE INWOOD | INWOOD | NY | 11096 | NONE | 501(C)(3) | GENERAL | $180 | |||
| ANGELS FOR HUMANITY | ||||||||||
| 213 BENNETT AVE APT 4C | NEW YORK | NY | 10040 | NONE | 501(C)(3) | GENERAL | $1,836 | |||
| ART WARE EDITIONSCOM | ||||||||||
| 14 HORATIO SUITE 12G | NEW YORK | NY | 10014 | NONE | 501(C)(3) | GENERAL | $190 | |||
| AVANT-GARDE FOSTER FAMILY CARE | ||||||||||
| 1655 E 6TH ST | CORONC | CA | 92879 | NONE | 501(C)(3) | GENERAL | $20,000 | |||
| BAIS MENACHEM | ||||||||||
| 444 W 40TH ST | MIAMI BEACH | FL | 33140 | NONE | 501(C)(3) | GENERAL | $1,030 | |||
| BEAUX ARTS OF LOWE ART | ||||||||||
| 119 E 74TH ST | NEW YORK | NY | 10021 | NONE | 501(C)(3) | GENERAL | $2,500 | |||
| BIG BROTHER BIG SISTER MIAMI | ||||||||||
| 550 NW 42ND AVE | MIAMI | FL | 33126 | NONE | 501(C)(3) | GENERAL | $4,767 | |||
| BONEI OLAM | ||||||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | 501(C)(3) | GENERAL | $400 | |||
| BRAZIL FASHION FORUM- ANGELS FOR HUMANITY | ||||||||||
| 213 BENNETT AVE APT 4C | NEW YORK | NY | 10040 | NONE | 501(C)(3) | GENERAL | $4,200 | |||
| BOOKS FOR KIDS | ||||||||||
| 1632 1ST AVENUE 130 | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $36 | |||
| BREAK THE LOVE INC | ||||||||||
| 243 STEELE RD 312B | WEST HARTFORD | CT | 06117 | NONE | 501(C)(3) | GENERAL | $2,698 | |||
| CORAL GABLES COMMUNITY FDN | ||||||||||
| 220 ALHAMBRA CIR 320 | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) | GENERAL | $319 | |||
| CHAPMAN PARTNERSHIP | ||||||||||
| 1550 NORTH MIAMI AVENUE | MIAMI | FL | 33136 | NONE | 501(C)(3) | GENERAL | $3,000 | |||
| CHABAD OF THE FIVE TOWNS | ||||||||||
| 74 MAPLE AVENUE | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $6,245 | |||
| CHABAD YOUNG PROFESSIONALS | ||||||||||
| 419 E 77TH STREET | NEW YORK | NY | 10007 | NONE | 501(C)(3) | GENERAL | $121 | |||
| CHASDEI YISROEL | ||||||||||
| PO BOX 355 | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| CHINUCH YEHUDI | ||||||||||
| 135 CABLES AVE | WATERBURY | CT | 06710 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| CONGREGATION BAIS SHALOM | ||||||||||
| 11-21 SAGE ST | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $12,000 | |||
| CORAL SPRINGS COMMUNITY | ||||||||||
| 3266 NW 99TH WAY | CORAL SPRINGS | FL | 33065 | NONE | 501(C)(3) | GENERAL | $7,500 | |||
| DIABETES RESEARCH INSTITUTE FDN | ||||||||||
| 200 S PARK ROAD SUITE 100 | HOLLYWOOD | FL | 33021 | NONE | 501(C)(3) | GENERAL | $11,064 | |||
| FAIRCHILD TROPICAL BOTANIC GARDEN | ||||||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) | GENERAL | $7,154 | |||
| EILAT CHARITIES | ||||||||||
| 508 N LARCHMONT BLVD | LOS ANGELES | CA | 90004 | NONE | 501(C)(3) | GENERAL | $45,000 | |||
| FAENA ARTS | ||||||||||
| 3420 COLLINS AVE | MIAMI BEACH | FL | 33140 | NONE | 501(C)(3) | GENERAL | $7,500 | |||
| GMS CHARITY AUCTIONS | ||||||||||
| 37-18 NORTHERN BLVD STE L001 | QUEENS | NY | 11101 | NONE | 501(C)(3) | GENERAL | $470 | |||
| GARDENS JEWISH EXPERIENCE | ||||||||||
| 10800 N MILITARY TRL 215 | PALM BEACH | FL | 33410 | NONE | 501(C)(3) | GENERAL | $7,998 | |||
| HAFTR | ||||||||||
| 635 CENTRAL AVE 2308 | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $51,300 | |||
| HATZOLAH | ||||||||||
| PO BOX 440 | WOODMERE | NY | 11598 | NONE | 501(C)(3) | GENERAL | $378 | |||
| JEWISH LATIN CENTER | ||||||||||
| 27 W 23RD ST | NEW YORK | NY | 10010 | NONE | 501(C)(3) | GENERAL | $130 | |||
| JACKSON HEALTH FOUNDATION | ||||||||||
| 1500 NW 12TH AVENUE 1117 | MIAMI | FL | 33136 | NONE | 501(C)(3) | GENERAL | $800 | |||
| LIBRE INFANCIA | ||||||||||
| NONE | 501(C)(3) | GENERAL | $10,000 | 27 CALLE 0-37 ZONA 3 | GUATEMALA | GT | ||||
| LOCUST PROJECTS | ||||||||||
| 3852 N MIAMI AVE | MIAMI | FL | 33127 | NONE | 501(C)(3) | GENERAL | $2,045 | |||
| KSPACE MIAMI | ||||||||||
| 3375 NE 207TH STREET | AVENTURA | FL | 33180 | NONE | 501(C)(3) | GENERAL | $100 | |||
| LITTLE LIGHTHOUSE FOUNDATION | ||||||||||
| 100 N BISCAYNE BLVD SUITE 1607 | MIAMI | FL | 33132 | NONE | 501(C)(3) | GENERAL | $2,525 | |||
| METZAD CONGREGATION | ||||||||||
| 1371 S BEVERLY GLEN BLVD 206 | LOS ANGELES | CA | 90024 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| MIAMI WOMEN WHO ROCK | ||||||||||
| 1820 COUNTRY CLUB PRADO | CORAL GABLES | FL | 33134 | NONE | 501(C)(3) | GENERAL | $1,400 | |||
| NAIA'S RESCUE | ||||||||||
| 6911 ROYAL PALM BEACH BLVD | WEST PALM BEACH | FL | 33412 | NONE | 501(C)(3) | GENERAL | $2,500 | |||
| NATIONAL REALTY CLUB | ||||||||||
| 228 PARK AVE S 36611 | NEW YORK | NY | 10003 | NONE | 501(C)(6) | GENERAL | $425 | |||
| NEW YORK ROAD RUNNERS | ||||||||||
| 320 WEST 57TH STREET | NEW YORK | NY | 10019 | NONE | 501(C)(3) | GENERAL | $360 | |||
| NETWORK FOR GOOD | ||||||||||
| 1140 CONNECTICUT AVE NW 700 | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | GENERAL | $72 | |||
| NFG HADASSAH FOR WOMEN | ||||||||||
| 40 WALL STREET | NEW YORK | NY | 10005 | NONE | 501(C)(3) | GENERAL | $412 | |||
| NO MORE TEARS | ||||||||||
| 151 N NOB HILL ROAD SUITE 152 | PLANTATION | FL | 33324 | NONE | 501(C)(3) | GENERAL | $2,550 | |||
| PENTHOUSE AT RIVERSIDE WHARF | ||||||||||
| 125 SW NORTH RIVER DR | MIAMI | FL | 33130 | NONE | 501(C)(3) | GENERAL | $4,326 | |||
| NY SYNAGOGUE | ||||||||||
| 1455 UNION STREET | BROOKLYN | NY | 11213 | NONE | 501(C)(3) | GENERAL | $236 | |||
| OHEL | ||||||||||
| 226-20 FRANCIS LEWIS BLVD | QUEENS | NY | 11411 | NONE | 501(C)(3) | GENERAL | $500 | |||
| ONE CAUSE | ||||||||||
| 8425 WOODFIELD CROSSING BOULEVARD | INDIANAPOLIS | IN | 46204 | NONE | 501(C)(3) | GENERAL | $63 | |||
| PROJECT EXTREME | ||||||||||
| 335 CENTRAL AVE | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | GENERAL | $2,500 | |||
| QUINCE ORCHARD | ||||||||||
| 641 S STREET NW | WASHINGTON | DC | 20001 | NONE | 501(C)(3) | GENERAL | $100 | |||
| PEREZ ART MUSEUM | ||||||||||
| 1103 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | GENERAL | $300 | |||
| RUTGERS UNIVERSITY | ||||||||||
| 57 US HIGHWAY 1 | NEW BRUNSWICK | NJ | 08901 | NONE | 501(C)(3) | GENERAL | $4,500 | |||
| LAVATE SOHO SUPPER CLUB | ||||||||||
| 6200 WILSHIRE BLVD 1401 | LOS ANGELES | CA | 90048 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| THE LEUKEMIA SOCIETY | ||||||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | NONE | 501(C)(3) | GENERAL | $36 | |||
| THE BASS MUSEUM | ||||||||||
| 2100 COLLINS AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | GENERAL | $3,500 | |||
| THE JEWISH ACADEMY | ||||||||||
| 2400 PINE TREE DR | MIAMI | FL | 33140 | NONE | 501(C)(3) | GENERAL | $10,000 | |||
| THE LITTLE LIGHTHOUSE | ||||||||||
| 5120 E 36TH STREET | TULSA | OK | 74135 | NONE | 501(C)(3) | GENERAL | $17,500 | |||
| THE SHUL OF DOWNTOWN | ||||||||||
| 35 SE 9TH STREET | MIAMI | FL | 33131 | NONE | 501(C)(3) | GENERAL | $3,680 | |||
| UJA FEDERATION | ||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $6,927 | |||
| VARIOUS CHARITIES | ||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | GENERAL | $529 | |||
| VIZCAYA MUSEUM AND GARDENS | ||||||||||
| 3251 S MIAMI AVE | MIAMI | FL | 33129 | NONE | 501(C)(3) | GENERAL | $10,250 | |||
| WOMEN OF TOMORROW | ||||||||||
| 8400 NW 36TH STREET STE 450 | DORAL | FL | 33166 | NONE | 501(C)(3) | GENERAL | $7,050 | |||
| YESHIVA FAR ROCKAWAY | ||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $1,054 | |||
| ZICHRON YACOV | ||||||||||
| NONE | 501(C)(3) | GENERAL | $6,500 | KAUFMANN STREET 2 | TEL AVIV | IS | ||||
| THE ELLEN HERMANSON FDN SKOTT MARSI | ||||||||||
| 200 WEST END AVE 12G | NEW YORK | NY | 10023 | NONE | 501(C)(3) | GENERAL | $1,000 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $369,191 | 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 | $9,757 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,646 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,403 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,403 | TotalIncomeProducingActyAmt |
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 |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF ANITA PENZER | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O D PERRY 397 N CENTRAL AVE | AddressLine1Txt |
| City | RAMSEY | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,499,825 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COOPERSMITH, SIMON & VOGEL, PC | $5,000 | $250 | $4,750 |
| AMANDA BLUM, CPA | $51,666 | $2,583 | $49,083 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2017-09-01 | $6,511 | $2,238 | 200DB | 7.000000000000 | $291 | $0 |
| COMPUTER EQUIPMENT | 2017-10-01 | $3,995 | 200DB | 5.000000000000 | $0 | $0 | |
| FURNITURE & FIXTURES | 2021-01-01 | $2,177 | 200DB | 7.000000000000 | $2,177 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $7,130,946 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $7,130,946 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,008,203 | BookValueAmt |
| EOYFMV | $3,008,203 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $6,511 | $5,785 | $726 |
| COMPUTER EQUIPMENT | $3,995 | $3,995 | $0 |
| FURNITURE & FIXTURES | $2,177 | $2,177 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (3 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ELIE HECHT | $22,500 | $9,000 | $13,500 |
| JENNIFER KATZ | $5,000 | $0 | $5,000 |
| GERALD P. GROSS PC | $59,600 | $0 | $59,600 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DUE FROM ASCOT PROPERTIES | $57,516 | $0 | $0 |
| SECURITY DEPOSITS | $0 | $2,247 | $2,247 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED BOOK LOSSES | Desc |
| Amt | $24,993 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE AGENT FEES | $498 | $0 | $498 |
| BANK FEES | $6 | $0 | $6 |
| DUES & SUBSCRIPTIONS | $1,972 | $0 | $1,972 |
| MEALS & ENTERTAINMENT | $25,922 | $0 | $25,922 |
| OFFICE SUPPLIES | $2,011 | $0 | $2,011 |
| MISCELLANEOUS EXPENSE | $2,855 | $0 | $2,855 |
| COMPUTER & INTERNET | $5,739 | $0 | $5,739 |
| ADVERTISING & MARKETING | $2,042 | $0 | $2,042 |
| PROFESSIONAL NETWORKING | $18,450 | $0 | $18,450 |
| INSURANCE | $5,155 | $0 | $5,155 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | JACKI ROGOFF | CategoryTxt |
| Amt | $2,404 | Amt |
| Net Investment Income | $120 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,284 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $67,552 | Amt |
| Net Investment Income | $3,378 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $64,174 | DisbursementsCharitablePrpsAmt |