STRATEGY STUDIO / PUBLIC DATA EXPLORER

NORMAN & BETTINA ROBERTS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
NORMAN & BETTINA ROBERTS FOUNDATION INC (EIN 13-3702467)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-11
IRS object ID
202103159349101725
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-11T11:07:57-08:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Barbara Briglio FinizioBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13263 NW 61st StreetAddressLine1Txt
CityBoca RatonCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33496ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133702467EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Norman & Bettina Roberts FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORMBusinessNameControlTxt
Phone5613500008PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line165 Lawrence StreetAddressLine1Txt
CityHillsdaleCityNm
State AbbreviationNJStateAbbreviationCd
ZIP07642ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSerina CancigliaPersonNm
Person TitlePresidentPersonTitleTxt
Phone5613500008PhoneNum
Signature2021-10-21SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSerinaPersonFirstNm
Person LastCancigliaPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBarbara Briglio FinizioPreparerPersonNm
PTINP02460238PTIN
Preparation2021-11-11PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
Federated Assurance LevelFAL1FederatedAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$9,937,699FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,059InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,059InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$642,026DividendsRevAndExpnssAmt
Dividends Net Invst Incm$642,026DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm$47,455CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$47,455NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss$0GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss$0OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$645,085TotalRevAndExpnssAmt
Total Net Invst Incm$692,540TotalNetInvstIncmAmt
Total Adj Net Incm$47,455TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$0LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$37,500AccountingFeesRevAndExpnssAmt
Other Prof Fees Rev And Expnss$93,842OtherProfFeesRevAndExpnssAmt
Taxes Rev And Expnss$822TaxesRevAndExpnssAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Other Expenses Rev And Expnss$14,409OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$146,573TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$567,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$567,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$713,573TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$567,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$68,488ExcessRevenueOverExpensesAmt
Net Investment Income$692,540NetInvestmentIncomeAmt
Adjusted Net Income$47,455AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$3,673CashBOYAmt
Cash EOY$8,450CashEOYAmt
Cash EOYFMV$8,450CashEOYFMVAmt
Sav And Temp Cash Invst BOY$204,486SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$728,294SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$728,294SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$5,145AcctRcvblAmt
Acct Rcvbl BOY$5,145AcctRcvblBOYAmt
Acct Rcvbl EOY$5,145AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$5,145AcctRcvblEOYFMVAmt
Rcvbl From Officers EOY$0RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY$0OtherNtsAndLoansRcvblEOYAmt
Corporate Stock BOY$2,632,475CorporateStockBOYAmt
Corporate Stock EOY$2,454,959CorporateStockEOYAmt
Corporate Stock EOYFMV$2,048,624CorporateStockEOYFMVAmt
Corporate Bonds BOY$2,853,436CorporateBondsBOYAmt
Corporate Bonds EOY$2,708,643CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,290,563CorporateBondsEOYFMVAmt
Land Bldg Investments EOY$0LandBldgInvestmentsEOYAmt
Other Investments BOY$2,900,406OtherInvestmentsBOYAmt
Other Investments EOY$2,933,247OtherInvestmentsEOYAmt
Other Investments EOYFMV$3,052,480OtherInvestmentsEOYFMVAmt
Land EOY$0LandEOYAmt
Other Assets BOY$2,064,294OtherAssetsBOYAmt
Other Assets EOY$1,804,143OtherAssetsEOYAmt
Other Assets EOYFMV$1,804,143OtherAssetsEOYFMVAmt
Total Assets BOY$10,663,915TotalAssetsBOYAmt
Total Assets EOY$10,642,881TotalAssetsEOYAmt
Total Assets EOYFMV$9,937,699TotalAssetsEOYFMVAmt
Accounts Payable BOY$281AccountsPayableBOYAmt
Loans From Officers EOY$0LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY$0MortgagesAndNotesPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$0OtherLiabilitiesEOYAmt
Total Liabilities BOY$281TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$10,663,634NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$10,642,881NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$10,663,634TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$10,642,881TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$10,663,915TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$10,642,881TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$10,663,634TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$68,488ExcessRevenueOverExpensesAmt
Other Increases$47,735OtherIncreasesAmt
Subtotal$10,642,881SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$10,642,881TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtDepreciationDepreciationAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtFMV As Of123169FMVAsOf123169AmtAdjusted Basis As Of123169AdjustedBasisAsOf123169AmtExcess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
variousP$1,385,806$0$1,536,426-$150,620$0$0$0-$150,620
variousP$2,837,143$0$2,639,068$198,075$0$0$0$198,075
FieldValueIRS element (for citing)
Capital Gain Net Income$47,455CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$47,455NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$9,626InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$9,626SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$9,626TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$55,314EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$55,314TotalPaymentsAndCreditsAmt
Original Return Overpayment-$55,314OriginalReturnOverpaymentAmt
Overpayment$45,688OverpaymentAmt
Applied To ES Tax$45,688AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Marazzo PA for 2020BusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5614995900PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line110312 NW 55th StreetAddressLine1Txt
CitySunriseCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33351ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Serina Canciglia
65 Lawrence StreetHillsdaleNJ07642Trustee & President5.00$0$0$0
Avi Scheck
65 Lawrence StreetHillsdaleNJ07642Trustee3.00$0$0$0
John Diprato
65 Lawrence StreetHillsdaleNJ07642Trustee3.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$10,642,881AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,642,881TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$10,642,881AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$159,643CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,483,238NetVlNoncharitableAssetsAmt
Minimum Investment Return$524,162MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$524,162MinimumInvestmentReturnAmt
Tax Based On Investment Income$9,626TaxBasedOnInvestmentIncomeAmt
Total Tax$9,626TotalTaxAmt
Distributable Before Adj$514,536DistributableBeforeAdjAmt
Distributable Before Ded$514,536DistributableBeforeDedAmt
Distributable As Adjusted$514,536DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$567,000ExpensesAndContributionsAmt
Qualifying Distributions$567,000QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$567,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$514,536DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$1,501,153ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$39,090ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$85,889ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$1,626,132TotalExcessDistributionCyovAmt
Qualifying Distributions$567,000QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Remaining Distri From Corpus$567,000RemainingDistriFromCorpusAmt
Total Corpus$2,193,132TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$514,536UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,193,132ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$1,501,153ExcessFromYear3Amt
Excess From Year2$39,090ExcessFromYear2Amt
Excess From Year1$85,889ExcessFromYear1Amt
Excess From Current Year$567,000ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Yeshiva Torah
425 E 9th StretNew YorkNY11218501c3donation$7,500
Jewish Foundation School
400 Caswell AveNew YorkNY10302501c3donation$20,000
Monthvale
141 W Grand AveNew JerseyNJ07645501c3donation$10,000
Joseph Melohn Foundation
343 Edward AveNew YorkNY11598501c3donation$25,000
York St Project
28 Liberty StNew YorkNY10005501c3donation$10,000
Seina House
85 W 168th STNew YorkNY10452501c3donation$10,000
Rauach Chaim
9 Gefen DriveNew JerseyNJ08701501c3donation$10,000
Tomche Shabbos
6225 New Utrecht AveNew YorkNY11219501c3donation$12,500
Chasdel Lev
PO Box 297257New YorkNY11229501c3donation$5,000
Chabad Lubavitch
117 Remsen StNew YorkNY11201501c3donation$5,000
Congregation Yeshiva
1605 Coney IslandNew YorkNY11201501c3donation$7,500
Jacob Joseph School
400 Caswell AveStaten IslandNY10314501c3donation$20,000
Chai Lifeline
151 W 30th StNew YorkNY10001501c3donation$15,000
Yeshiva Vodaath
425 E 9th StNew YorkNY11201501c3donation$10,000
Yeshiva Tzion
71 Ethal Road WNew JerseyNJ08854501c3donation$20,000
St Ann's Warehouse
45 Water StNew YorkNY11201501c3donation$10,000
Women in Distress
PO Box 50187Ft LauderdaleFL33074501c3donation$10,000
Miami Project
1095 NW 14th TerraceMiamiFL33136501c3donation$10,000
Sheriff's Foundation
101 N Pine IslandPlantationFL33324501c3donation$10,000
Franklin Marshall College
PO Box 3003PennsylvaniaPA17604501c3donation$5,000
Metro Community Center
291 S Van BruntNew JerseyNJ07631501c3donation$5,000
Jewish Student Foundation
2755 Whitman DrNew YorkNY11234501c3donation$5,000
Friendship Circel
419 E 77th StNew YorkNY10075501c3donation$10,000
Visions
500 Greenwich StNew YorkNY10013501c3donation$10,000
University Community
PO Box 20930New YorkNY10013501c3donation$12,500
St Celia
85 W Dermarest AveNew JerseyNJ07631501c3donation$10,000
Tomche Shabbos
6225 New Utrecht AveNew YorkNY11219501c3donation$5,000
North Broward Pre School
7600 Lyons RdCoconut CreedFL33073501c3donation$15,000
Foreman School
12 Norfolk RoadConnecticutCT06759501c3donation$5,000
JB Human
variousvariousVA00000501c3donation$5,000
Keyport Bd of Education
370 Broad StNew JerseyNJ77735501c3donation$5,000
Lower Manhattan Cultural
125 Maiden LandNew YorkNY10038501c3donation$10,000
Il Circolo
7411 ModenaBoynton BeachFL33437501c3donation$10,000
AMIT
49 W 37th StNew YorkNY10018501c3donation$50,000
Symphony of the Americas
2300 E Oakland ParkFt LauderdaleFL33306501c3donation$10,000
Manhattan Expericen
131 W 86th STNew YorkNY10024501c3donation$10,000
Lake Worth School
7592 High Ridge RdLake WorthFL33426501c3donation$5,000
YMCA
25 Park StreetNew JerseyNJ07042501c3donation$5,000
Homeless Solutons
3 Wing DriveNew JerseyNJ07945501c3donation$5,000
Center for Safety
9 Johnsons LaneNew CityNY10956501c3donation$5,000
Simchas Mayer Fund
2520 Kings HighwayBrooklynNY11229501c3donation$5,000
University of Miami
1320 S DixieCoral GablesFL33146501c3donation$2,000
Friendship Circle
419 E 77th STNew YorkNY10075501c3donation$10,000
Il Circolo
7411 Modena DrBoynton BeachFL33437501c3donation$5,000
Yeshiva Samson
100 Bennett AveNew YorkNY10033501c3donation$5,000
Khal Adath Jeshurun
201 S Dean StNew JerseyNJ07631501c3donation$5,000
Shefa School
40 e 29TH STNew YorkNY10016501c3donation$10,000
NCFJE
824 Eastern ParkwayNew YorkNY11213501c3donation$5,000
Deerfield Rotary
PO Box 100Deerfield BeachFL33443501c3donation$15,000
Curemonos
PO Box 445New JerseyNJ07902501c3donation$5,000
Camp Live Oak
2300 E Oakland ParkFt LauderdaleFL33304501c3donation$5,000
The School for Children
724 Valley DriveLakewoodNJ08701501c3donation$5,000
Friendship Circle
419 E 77th StreetNew YorkNY10075501c3donation$25,000
Bobbie Place
1243 E 14th StreetNew YorkNY11230501c3donation$25,000
MPB Memorial Fund
1752 E 18th StreetNew YorkNY11229501c3donation$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$567,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,059ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$642,026ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,841ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$47,455ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$695,381ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$695,381TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmt
Accounting Fees Accounting$25,500
Treasurer Fees Donations & Bill Pay$12,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondFixed IncomeBondNm
EOY Book Value$2,708,643EOYBookValueAmt
EOYFMV$2,290,563EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockStocks and OptionsStockNm
EOY Book Value$2,454,959EOYBookValueAmt
EOYFMV$2,048,624EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMutual Funds and OtherCategoryOrItemTxt
Book Value$2,933,247BookValueAmt
EOYFMV$3,052,480EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (5 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Escrow$1,479,105$1,481,945$1,481,945
Prepaid Excise$40,250$40,250$40,250
Prepaid UBIT$85,000$85,000$85,000
Suspended UBIT$95,667$95,667$95,667
LLP$364,272$101,281$101,281

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
Postage$218
Office$2,147
Auto & Truck$376
Payroll Taxes$2,379
Telephone & Internet$2,271
Marketing$1,688
Insurance$2,828
Misc Fees$24
Other$2,478

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDescAmtAmt
Net Cap Gain$47,454
Various$281

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Advisory Financial AdviceCategoryTxt
Amt$93,842Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTaxesCategoryTxt
Amt$822Amt