TIJORI FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TIJORI FOUNDATION (EIN 47-2454018)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349103543
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T10:57:07-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 472454018 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Tijori Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TIJO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Tiberio Schwartz | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2022-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Tiberio | PersonFirstNm |
| Person Last | Schwartz | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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 | $41,447,928 | 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 | $550,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,439 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,439 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $766,903 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $766,903 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,233,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,178,634 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,438,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,552,468 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,208,228 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $150,014 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $150,014 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $956 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $70,386 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $70,386 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $234,428 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,970 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $70,386 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,101,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,101,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,335,928 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,970 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,171,886 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $216,540 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,057,258 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $409,381 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,016,097 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,016,097 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,129,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $30,057,091 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $38,431,104 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,357,396 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,052,413 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,000,727 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $32,895,908 | TotalAssetsBOYAmt |
| Total Assets EOY | $33,125,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $41,447,928 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $13,153 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,153 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $32,895,908 | RetainedEarningBOYAmt |
| Retained Earning EOY | $33,112,448 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,895,908 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $33,112,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $32,895,908 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $33,125,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,895,908 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $216,540 | ExcessRevenueOverExpensesAmt |
| Subtotal | $33,112,448 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $33,112,448 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $5,178,634 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,739,748 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,438,886 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,438,886 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,438,886 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $28,596 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $28,596 | SubtotalAmt |
| Tax Based On Investment Income | $28,596 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,900 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,400 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $29,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $704 | OverpaymentAmt |
| Applied To ES Tax | $704 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| Mary Rose Candol | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 2.0 | $0 | $0 | $0 |
| Eliyahu Y Schulman | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 2.0 | $0 | $0 | $0 |
| Tiberio Schwartz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres, Treas | 3.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| The DFS Group | |||||
| Mack Center IV S 61 Paramus RD | PARAMUS | NJ | 07652 | Investment MGMT | $150,014 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Fl | Fairfield | CT | 06824 | Administrative | $70,361 |
| 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 | $38,429,634 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $882,621 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $39,312,255 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $39,312,255 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $589,684 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $38,722,571 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,936,129 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,936,129 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $28,596 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $28,596 | TotalTaxAmt |
| Distributable Before Adj | $1,907,533 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,907,533 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,907,533 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,171,886 | 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 | $2,171,886 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,907,533 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $243,092 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Qualifying Distributions | $2,171,886 | QualifyingDistributionsAmt |
| Applied To Year1 | $243,092 | AppliedToYear1Amt |
| Applied To Current Year | $1,907,533 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $21,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $21,261 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $21,261 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (53 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADOPT A SHADCHAN CORP | |||||||
| 1188 COUGHLIN ST | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 410 GLENN RD | JACKSON | NJ | 08527 | N/A | PC | General & Unrestricted | $30,000 |
| ANIYEI YERUSHALAYIM INC | |||||||
| 805 CLIFTON AVE | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $60,000 |
| AVNEI KODESH INC | |||||||
| 1324 46TH ST | BROOKLYN | NY | 11219 | N/A | PC | General & Unrestricted | $10,000 |
| BAIS HOROAH OF FLATBUSH | |||||||
| 4703 11 AVE 2ND FL | BROOKLYN | NY | 11219 | N/A | PC | General & Unrestricted | $55,000 |
| BAIS YOEL | |||||||
| 2 ROCKAWAY TPKE | LAWRENCE | NY | 11559 | N/A | PC | General & Unrestricted | $16,000 |
| BEST FOOT FORWARD FOUNDATION INC | |||||||
| 9080 KIMBERLY BLVD STE 10 | BOCA RATON | FL | 33434 | N/A | PC | General & Unrestricted | $20,000 |
| BIKUR CHOLIM INC | |||||||
| 25 ROBERT PITT DR STE 101 | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $7,500 |
| BNOS BAIS YAAKOV OF FAR ROCKAWAY | |||||||
| 613 BEACH 9TH ST | FAR ROCKAWAY | NY | 11691 | N/A | PC | General & Unrestricted | $20,000 |
| CAMP SUNSHINE AT SEBAGO LAKE INC | |||||||
| 35 ACADIA RD | CASCO | ME | 04015 | N/A | PC | General & Unrestricted | $20,000 |
| CHICAGO COMMUNITY KOLLEL INC | |||||||
| 6506 N CALIFORNIA AVE | CHICAGO | IL | 60645 | N/A | PC | General & Unrestricted | $10,000 |
| CONGREGATION & YESHIVA OHEL YAAKOV | |||||||
| 47 RED SCHOOLHOUSE RD | CHESTNUT RDG | NY | 10977 | N/A | PC | General & Unrestricted | $10,000 |
| CONGREGATION AISH KODESH | |||||||
| 894 WOODMERE PL | WOODMERE | NY | 11598 | N/A | PC | Rabbi Weinberger's Charity Fund | $40,000 |
| CONGREGATION AISH KODESH | |||||||
| 894 WOODMERE PL | WOODMERE | NY | 11598 | N/A | PC | General & Unrestricted | $50,000 |
| CONGREGATION BAIS AVROHAM DKULA | |||||||
| 1177 E 18TH ST | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $10,000 |
| CONGREGATION BAIS SHALOM INC | |||||||
| 333 STANLEY AVE | BROOKLYN | NY | 11207 | N/A | PC | General & Unrestricted | $10,000 |
| CONGREGATION BETH MEDRASH GOVVOAH OF FLATBUSH | |||||||
| 1495 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $37,000 |
| CONGREGATION BNEI TORAH OF LAWRENCE | |||||||
| PO BOX 697 | LAWRENCE | NY | 11559 | N/A | PC | General & Unrestricted | $30,000 |
| CONGREGATION BNEI TORAH OF LAWRENCE | |||||||
| PO BOX 697 | LAWRENCE | NY | 11559 | N/A | PC | Rabbi's charity Fund | $25,000 |
| CONGREGATION CHESED VEMES CHARITABLE TR | |||||||
| 1037 BAY 24TH ST | FAR ROCKAWAY | NY | 11691 | N/A | PC | Rabbi's Charity Fund | $20,000 |
| CONGREGATION KEHILAS YAAKOV | |||||||
| 7211 BEVERLY BLVD | LOS ANGELES | CA | 90036 | N/A | PC | Rabbi's Charity Fund | $32,000 |
| CONGREGATION KOLLEL LOMDEI SHAS INC | |||||||
| 6 DEMAREST RD | SPRING VALLEY | NY | 10977 | N/A | PC | General & Unrestricted | $45,000 |
| CONGREGATION MESIKUS HATORAH INC | |||||||
| 109 WHITE RD | JACKSON | NJ | 08527 | N/A | PC | General & Unrestricted | $5,000 |
| CONGREGATION MESILAS HACHESED | |||||||
| 420 19TH ST | BROOKLYN | NY | 11215 | N/A | PC | General & Unrestricted | $10,000 |
| CONGREGATION YESHIVA OF GREATER MONSEY INC | |||||||
| 667 NEW HEMPSTEAD RD | SPRING VALLEY | NY | 10977 | N/A | PC | General & Unrestricted | $30,000 |
| CONGREGATION ZICHRON MOSHE INC | |||||||
| 1441 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $3,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | For the Victims of Tropical Storm Kompasu | $100,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | For CARE's Women and Youth Economic Empowerment Program | $400,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | For Typhoon Anticipatory Action (Emergency Preparedness) | $50,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | |||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | For the victims of typhoon Rai | $100,000 |
| DAVIS MEMORIAL FUND INC | |||||||
| 25 LAWRENCE AVE | LAWRENCE | NY | 11559 | N/A | PC | General & Unrestricted | $87,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | General & Unrestricted | $125,000 |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | |||||||
| PO BOX 770001 | CINCINNATI | OH | 45277 | N/A | PC | General & Unrestricted | $100,000 |
| HARLEM JUNIOR TENNIS AND EDUCATION PROGRAM INC | |||||||
| 40 W 143RD ST | NEW YORK | NY | 10037 | N/A | PC | General & Unrestricted | $10,000 |
| KEREN EZER LNEFESH | |||||||
| 316 FOREST AVE | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $10,000 |
| KEREN HASHVIIS INC | |||||||
| 26A CARNATION DR | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $50,000 |
| KUPATH EZRAH OF ROCKLAND COUNTY INC | |||||||
| PO BOX 3 | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $40,000 |
| MADRAIGOS INC | |||||||
| 936 BROADWAY | WOODMERE | NY | 11598 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL COUNCIL OF YOUNG ISRAEL | |||||||
| 8 SPRUCE ST | CEDARHURST | NY | 11516 | N/A | PC | General & Unrestricted | $60,000 |
| OUR PLACE IN NEW YORK INC | |||||||
| 3521 QUENTIN RD | BROOKLYN | NY | 11234 | N/A | PC | General & Unrestricted | $6,000 |
| PARTNERS IN TORAH INC | |||||||
| 228 AYCRIGG AVE | PASSAIC | NJ | 07055 | N/A | PC | General & Unrestricted | $25,000 |
| PRESBYTERIAN CHURCH AT TENAFLY | |||||||
| 55 MAGNOLIA AVE | TENAFLY | NJ | 07670 | N/A | PC | General & Unrestricted | $20,000 |
| SEPHARDIC HERITAGE CENTER CHARITABLE TRUST | |||||||
| DBA TIFERET TORAH | SUFFERN | NY | 10901 | N/A | PC | General & Unrestricted | $20,000 |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | N/A | PC | General & Unrestricted | $20,000 |
| SOUTH NASSAU COMMUNITIES HOSPITAL | |||||||
| 1 HEALTHY WAY | OCEANSIDE | NY | 11572 | N/A | PC | Expansion of the Kosher Respite Room at the Hospital under the supervision of Dr. Aaron Glatt. | $100,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $40,000 |
| ST LOUIS KOLLEL | |||||||
| 8200 DELMAR BLVD | SAINT LOUIS | MO | 63124 | N/A | PC | General & Unrestricted | $10,000 |
| THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER | |||||||
| PO BOX 4486 | HOUSTON | TX | 77210 | N/A | GOV | General & Unrestricted | $10,000 |
| TOMCHEI TZEDAKA CORP | |||||||
| PO BOX 1003 | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $10,000 |
| YESHIVA GEDOLAH OF THE FIVE TOWNS INC | |||||||
| 218 MOSHER AVE | WOODMERE | NY | 11598 | N/A | PC | General & Unrestricted | $25,000 |
| YESHIVAS NOVOMINSK | |||||||
| 1690 60TH ST | BROOKLYN | NY | 11204 | N/A | PC | General & Unrestricted | $10,000 |
| YESHIVAS TORAS YESHARIM | |||||||
| 2301 AVE R | BROOKLYN | NY | 11229 | N/A | PC | General & Unrestricted | $10,000 |
| ZICHRON MENACHEM INC | |||||||
| 10 MAPLE TER | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $38,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,101,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,439 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $766,903 | 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 | $1,233,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,002,468 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,002,468 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line1ContributorForeignAddress/AddressLine1Txt | CityContributorForeignAddress/CityNm | CountryContributorForeignAddress/CountryCd | Foreign PostalContributorForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| Awad Estate of Kenneth Richard | ||||||||||
| 1 | 485 Lexington Ave | New York | NY | 10017 | $350,000 | Yes (X) | ||||
| Skybo FOUNDATION | ||||||||||
| 2 | $200,000 | Yes (X) | Wuhrstrasse 6 | Vaduz | LS | LI-9490 | ||||
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMGEN INC - 2.600% - 08/19/202 | $81,673 | $78,227 |
| APPLE INC NOTE 2.4% 01/13/2023 | $78,686 | $76,438 |
| BANK AMER CORP - 3.500% - 04/1 | $84,305 | $80,641 |
| BANK NEW YORK MELLON CORP SER | $84,229 | $80,917 |
| BOEING CO - 0.026% - 10/30/202 | $74,915 | $77,084 |
| CAMPBELL SOUP CO NOTE 3.30% 03 | $81,077 | $79,052 |
| CAPITAL ONE FINL CORP NOTE - 3 | $83,241 | $81,711 |
| CARDINAL HEALTH INC NOTE 3.079 | $159,885 | $155,576 |
| CHURCH & DWIGHT - 3.150% - 08/ | $81,353 | $79,454 |
| CIGNA CORPORATION NOTE 3.05% 1 | $78,546 | $79,679 |
| CSX CORP - 0.000% - 11/01/2026 | $81,074 | $78,217 |
| FEDEX CORP NOTE 3.40% 02/15/20 | $80,392 | $80,999 |
| GOLDMAN SACHS BANK - 2.700% - | $196,023 | $189,043 |
| JOHN DEERE CAPITAL CORP - 2.65 | $80,416 | $77,874 |
| MOLSON COORS BEVERAGE CO NOTE | $77,577 | $78,548 |
| QUALCOMM INC - 3.250% - 05/20/ | $84,260 | $80,979 |
| SEMPRA ENERGY NOTE 3.4% 02/01/ | $81,816 | $79,897 |
| US BANK - 2.800% - 01/27/2025 | $203,673 | $195,893 |
| WELLS FARGO & CO - 3.000% - 10 | $81,622 | $78,841 |
| WELLS FARGO BANK NATL ASSN CD | $197,650 | $191,657 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (58 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALTRIA GROUP INC | $545,303 | $656,636 |
| AMERICAN EXPRESS CO | $96,228 | $164,091 |
| AMGEN INC | $174,686 | $168,728 |
| APPLE INC | $2,027,277 | $3,995,324 |
| APPLIED MATERIALS INC | $236,203 | $629,440 |
| AT&T, INC | $149,046 | $123,000 |
| BERKSHIRE HATHAWAY INC. CLASS | $533,670 | $897,000 |
| BOEING CO | $402,624 | $467,062 |
| BP PLC SPONSORED ADR | $260,831 | $299,588 |
| CHEVRON CORP | $86,303 | $114,651 |
| CITIGROUP INC | $82,748 | $97,107 |
| CONOCOPHILLIPS | $39,291 | $68,643 |
| CVS CAREMARK CORP | $203,795 | $332,072 |
| EATON VANCE SHORT DURATION GOV | $3,650,735 | $3,574,303 |
| EMERSON ELECTRIC CO | $1,010,036 | $1,580,490 |
| EXXON MOBIL CORP | $100,358 | $138,106 |
| FIRST TRUST EUROPE ALPHADEX FU | $86,315 | $122,548 |
| FIRST TRUST EXCHANGE TRADED FD | $829,964 | $837,375 |
| FIRST TRUST LOW DURATION OPPOR | $1,731,879 | $1,699,660 |
| FIRST TRUST SENIOR LOAN FUND | $1,422,480 | $1,437,600 |
| FIRST TRUST VI FIRST TRUST NAS | $207,808 | $314,250 |
| FORTUNE BRANDS HOME & SECURITY | $30,028 | $53,450 |
| FT-PREFERRED SECUR & INC ETF | $101,425 | $101,600 |
| HALLIBURTON COMPANY | $80,235 | $153,298 |
| HSBC HOLDINGS PLC | $357,300 | $452,250 |
| INTEL CORP | $61,199 | $54,075 |
| ISHARE DJ FIN SC INX | $33,527 | $52,014 |
| ISHARE SP SMALL CAP 600 INDEX | $102,401 | $171,765 |
| ISHARES CORE 1-5 YEAR USD BOND | $254,324 | $252,150 |
| ISHARES SHORT MATURITY BOND ET | $499,952 | $499,500 |
| ISHARES TR S & P MIDCAP 400 IN | $103,435 | $169,565 |
| JOHNSON & JOHNSON | $614,623 | $756,129 |
| JP MORGAN CHASE | $233,964 | $386,532 |
| LOCKHEED MARTIN CORP | $940,590 | $932,951 |
| LORD ABBETT ULTRA SHORT BOND F | $3,189,310 | $3,176,593 |
| MCDONALD'S CORP | $1,298,211 | $1,909,999 |
| META PLATFORMS INC | $528,795 | $756,788 |
| MONDELEZ INTERNATIONAL INC | $95,524 | $125,392 |
| NESTLE S.A | $596,805 | $757,858 |
| NIKE INC-CL B | $1,603,840 | $2,666,720 |
| OIL SVC HLDRS TR | $131,340 | $203,324 |
| PEPSICO INC | $107,939 | $144,353 |
| PFIZER INC | $114,127 | $221,438 |
| PHILIP MORRIS INTL | $895,988 | $1,212,865 |
| PROCTER GAMBLE CO | $81,219 | $113,525 |
| RAYTHEON TECHNOLOGIES CORP | $91,875 | $129,090 |
| ROCHE HOLDING LTD ADR | $232,418 | $271,373 |
| SCHLUMBERGER LTD | $162,964 | $270,478 |
| TEXAS INSTRUMENTS INC | $218,586 | $332,650 |
| THE COCA-COLA CO | $1,468,665 | $1,953,930 |
| TORONTO DOMINION | $66,540 | $115,020 |
| UNILEVER PLC AMER | $210,844 | $201,713 |
| VANGUARD DIVIDEND APPRECIATION | $411,793 | $601,125 |
| VANGUARD UTLTS ETF | $653,401 | $782,000 |
| VERIZON COMMUNICATIONS | $201,994 | $194,850 |
| VISA INC | $142,900 | $161,232 |
| WAL-MART STORES INC | $161,492 | $195,910 |
| WELLS FARGO & CO | $99,938 | $179,925 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $70,025 | $70,025 |
| Postage/Delivery Service | $336 | $336 |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| EOY Book Value | $13,153 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $150,014 | Amt |
| Net Investment Income | $150,014 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF Estimated Tax for 2021 | $8,900 | |
| 990-PF Extension for 2020 | $4,172 | |
| Foreign Tax Paid | $956 | $956 |