SEG FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349108644
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T18:44:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132659310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERBRETTLERKLAR & LIPSTEIN LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY SUITE 640 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204909577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGF | BusinessNameControlTxt |
| Phone | 7189512200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 EAST 17TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL ELLIOT GOLDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7189512200 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAUL ELLIOT | PersonFirstNm |
| Person Last | GOLDBAUM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| 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 | $5,124,280 | 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 | $71,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,681 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,681 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $81,273 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,273 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $242,586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,516,076 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $242,586 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $417,540 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $346,540 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $500 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $500 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $520 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $520 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,660 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,305 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $14,440 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $14,440 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $48,723 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $48,723 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $72,743 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $64,988 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $929,020 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $929,020 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,001,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $64,988 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $936,420 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$584,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,552 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $119,025 | CashBOYAmt |
| Cash EOY | $100,554 | CashEOYAmt |
| Cash EOYFMV | $100,554 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $844,089 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $269,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $269,168 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $250,028 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $302,138 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $303,631 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,323,054 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,283,137 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,289,742 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $463,857 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $475,273 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $481,185 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $397,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,110 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $372,450 | LandBOYAmt |
| Land EOY | $358,010 | LandEOYAmt |
| Land EOYFMV | $680,000 | LandEOYFMVAmt |
| Total Assets BOY | $4,372,503 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,788,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,124,280 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,372,503 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $3,788,280 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,372,503 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,788,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,372,503 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,788,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,372,503 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$584,223 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,788,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,788,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $50,577 | $46,075 | $4,502 | $4,502 |
| PUBLICLY TRADED SECURITIES | P | $104,692 | $79,786 | $24,906 | $24,906 |
| PUBLICLY TRADED SECURITIES | P | $57,802 | $56,241 | $1,561 | $1,561 |
| PUBLICLY TRADED SECURITIES | P | $132,464 | $126,703 | $5,761 | $5,761 |
| PUBLICLY TRADED SECURITIES | P | $475,412 | $437,449 | $37,963 | $37,963 |
| PUBLICLY TRADED SECURITIES | P | $695,041 | $527,236 | $167,805 | $167,805 |
| PUBLICLY TRADED SECURITIES | P | $13 | $13 | $13 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $242,586 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $44,026 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,914 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,914 | SubtotalAmt |
| Tax Based On Investment Income | $3,914 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $3,938 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 7189512200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAUL ELLIOT GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHANA GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,960,667 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $666,418 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $680,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,307,085 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,307,085 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $79,606 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,227,479 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $261,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $261,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,914 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,914 | TotalTaxAmt |
| Distributable Before Adj | $257,460 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $257,460 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $257,460 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $936,420 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $936,420 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $257,460 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $264 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $515,613 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $847,126 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $777,376 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $800,178 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,940,557 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $936,420 | QualifyingDistributionsAmt |
| Applied To Current Year | $257,460 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $678,960 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,619,517 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $264 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,619,253 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $515,613 | ExcessFromYear4Amt |
| Excess From Year3 | $847,126 | ExcessFromYear3Amt |
| Excess From Year2 | $777,376 | ExcessFromYear2Amt |
| Excess From Year1 | $800,178 | ExcessFromYear1Amt |
| Excess From Current Year | $678,960 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL GOLDBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BAIS MEDRASH HEICHAL DOVID | ||||||
| 215 CENTRAL AVE | LAWRENCE | NY | 11559 | RELIGIOUS | $30,000 | |
| BAIS FAIGA | ||||||
| 350 COURTNEY RD | LAKEWOOD | NJ | 08701 | RELIGIOUS | $25,000 | |
| BROOKLYN JEWISH EXPERIENCE | ||||||
| 2915 AVENUE K | BROOKLYN | NY | 11210 | RELIGIOUS | $15,000 | |
| CONG BOBOV 45 | ||||||
| 81 BLAUVELT RD | MONSEY | NY | 10952 | RELIGIOUS | $50,000 | |
| CONG OHOLEI SHEM | ||||||
| 5206 12TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $25,000 | |
| CONG SONS OF ISRAEL | ||||||
| 2521 CRUGER AVE | BRONX | NY | 10467 | RELIGIOUS | $8,500 | |
| ICHUD MOSDOS HACHINUCH | ||||||
| 1563 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $8,600 | |
| IRGUN SHIURAI TORAH | ||||||
| 4609 16TH AVE | BROOKLYN | NY | 11204 | RELIGIOUS | $17,200 | |
| KEREN HACHESED | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $59,100 | |
| KEREN YISOCHER DOV | ||||||
| 213 LEE AVE | BROOKLYN | NY | 11206 | RELIGIOUS | $18,000 | |
| KHAL DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $98,250 | |
| KHAL TEFILO LEMOSHE | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $54,500 | |
| KOLLEL BNEI YESHIVOS | ||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | RELIGIOUS | $31,100 | |
| KOLLEL ICHUD CHASIDIM | ||||||
| 1362 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $50,000 | |
| KOLLEL SHAS YIDDEN | ||||||
| 1274 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| MOADIM UZMANIM | ||||||
| 50 LAPSLEY LN | LAKEWOOD | NJ | 08701 | RELIGIOUS | $15,800 | |
| RELIEF RESOURCES | ||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $18,000 | |
| TORAH ACADEMY FOR GIRLS | ||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $11,400 | |
| YESHIVA DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $18,500 | |
| YESHIVA OHR HAMEIR | ||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | RELIGIOUS | $135,000 | |
| YESHIVA OHR MOSHE | ||||||
| 21 4TH ST | LAKEWOOD | NJ | 08701 | RELIGIOUS | $22,200 | |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $20,000 | |
| YESHIVA TIFERES SHMUEL | ||||||
| 1214 E 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $10,000 | |
| MISCELLANEOUS | ||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | RELIGIOUS | $177,870 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $929,020 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,681 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $81,273 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $12,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $242,586 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $346,540 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $346,540 | 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 Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| JACOB ROSENBERG | |||||||
| 1 | 932 EAST 29TH STREET | BROOKLYN | NY | 11210 | $56,000 | Yes (X) | |
| NOCHUM KATLOWITZ | |||||||
| 2 | 242 MASON ST | STATEN ISLAND | NY | 10305 | $10,000 | Yes (X) | SUITE 6 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,900 | Amt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HOUSE | PropertyDesc |
| Acquired | 2019-04-11 | AcquiredDt |
| Cost Or Other Basis | $397,120 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $24,670 | PriorYearDepreciationAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 27.5000 | LifeRt |
| Current Year Expense | $14,440 | CurrentYearExpenseAmt |
| Net Investment Income | $14,440 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $146,174 | $148,429 |
| JPMORGAN CHASE 18140 SEE ATT | $185,906 | $185,308 |
| MORGAN STANLEY 104858-564 SEE ATT | $143,193 | $147,448 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $436,796 | $665,119 |
| JPMORGAN CHASE 18140 SEE ATT | $134,315 | $149,947 |
| MORGAN STANLEY 104858-564 SEE ATT | $1,712,026 | $2,474,676 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | $397,120 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $39,110 | AccumulatedDepreciationAmt |
| Book Value | $358,010 | BookValueAmt |
| EOYFMV | $680,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $500 | LegalFeesAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADS | $160 | $160 |
| INVESTMENT FEES | $47,175 | $47,175 |
| INSURANCE | $1,388 | $1,388 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL INCOME | Desc |
| Revenue And Expenses Per Books | $12,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,000 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $805 | $805 |
| FILING FEES | $855 | $500 |