JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization: JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
Tax period: 2020-01-01 to 2020-12-31
Filed: 2021-12-23
IRS object ID: 202123579349100402
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
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 Expenses Schedule
Other Increases Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-12-23T09:48:03-06:00	ReturnTs
Tax Period End	2020-12-31	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	2020-01-01	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	2021-12-23	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	2	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2020	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	$27,850,358	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	$2,904,042	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$183,862	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$183,862	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$16,489	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$16,489	DividendsNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$3,104,393	TotalRevAndExpnssAmt
Total Net Invst Incm	$200,351	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$866,057	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$71,199	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$794,858	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$141,058	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$32,400	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$108,658	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$27,500	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,375	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$26,125	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$49,359	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,218	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$42,141	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$407	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$59,759	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$59,759	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$30,632	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$30,632	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$79,259	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$13,402	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$65,857	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,254,031	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$120,594	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$1,128,030	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$298,287	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$298,287	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,552,318	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$120,594	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,426,317	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,552,075	ExcessRevenueOverExpensesAmt
Net Investment Income	$79,757	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$16,846,410	CashBOYAmt
Cash EOY	$15,796,545	CashEOYAmt
Cash EOYFMV	$15,796,549	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$1,700,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$503,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$1,700,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$1,700,000	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$6,228,162	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$7,267,409	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$7,287,073	USGovtObligationsEOYFMVAmt
Other Investments BOY	$2,672,119	OtherInvestmentsBOYAmt
Other Investments EOY	$3,008,203	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$3,008,203	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$10,506	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$9,489	LandBldgEquipAccumDeprecAmt
Land BOY	$1,424	LandBOYAmt
Land EOY	$1,017	LandEOYAmt
Land EOYFMV	$1,017	LandEOYFMVAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$57,516	OtherAssetsEOYAmt
Other Assets EOYFMV	$57,516	OtherAssetsEOYFMVAmt
Total Assets BOY	$26,251,115	TotalAssetsBOYAmt
Total Assets EOY	$27,830,690	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,850,358	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$8,057	AccountsPayableBOYAmt
Accounts Payable EOY	$61,967	AccountsPayableEOYAmt
Other Liabilities BOY	$123,328	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$0	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$131,385	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$61,967	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$26,119,730	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$27,768,723	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,119,730	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$27,768,723	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,251,115	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$27,830,690	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,119,730	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,552,075	ExcessRevenueOverExpensesAmt
Other Increases	$96,918	OtherIncreasesAmt
Subtotal	$27,768,723	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$27,768,723	TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$1,109	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,109	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,109	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,815	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	$6,815	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
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	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
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	$91,000	$0	$0
RICHARD PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	PRESIDENT / DIRECTOR	40.00	$419,490	$0	$0
JACKI PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES /SECRETARY /DIRE	40.00	$258,067	$0	$0
JACOB PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES / DIRECTOR	6.00	$97,500	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

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)
Service Type	LEGAL	ServiceTypeTxt
Compensation	$81,000	CompensationAmt

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	$11,195,823	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$10,706,548	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$3,821,035	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$25,723,406	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$25,723,406	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$385,851	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$25,337,555	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,266,878	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,266,878	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,109	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,109	TotalTaxAmt
Distributable Before Adj	$1,265,769	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,265,769	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,265,769	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,426,317	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,426,317	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,426,317	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,265,769	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$115,196	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$415,204	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$609,766	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,140,166	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,426,317	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,265,769	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$160,548	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,300,714	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	$1,300,714	ExcessDistriCyovToNextYrAmt
Excess From Year3	$115,196	ExcessFromYear3Amt
Excess From Year2	$415,204	ExcessFromYear2Amt
Excess From Year1	$609,766	ExcessFromYear1Amt
Excess From Current Year	$160,548	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 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
AISH KODESH
PO BOX 361	WOODMERE	NY	11598	NONE	501(C)(3)	GENERAL	$300
ALEPH BETA
600 BAYVIEW AVE INWOOD	INWOOD	NY	11096	NONE	501(C)(3)	GENERAL	$180
AMERICAN CANCER SOCIETY
250 WILLIAMS STREET NW	ATLANTA	GA	30303	NONE	501(C)(3)	GENERAL	$203
ARIELRIVKADANCE
341 MONMOUTH ST	JERSEY CITY	NJ	07302	NONE	501(C)(3)	GENERAL	$50
AWOM
3 N FEDERAL HWY	DANIA BEACH	FL	33004	NONE	501(C)(3)	GENERAL	$1,360
BIG BROTHER BIG SISTER MIAMI
550 NW 42ND AVE	MIAMI	FL	33126	NONE	501(C)(3)	GENERAL	$968
BOOKS FOR KIDS
1632 1ST AVENUE 130	NEW YORK	NY	10028	NONE	501(C)(3)	GENERAL	$185
BRANDEIS
25 FROST LN	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$5,100
CHABAD OF THE FIVE TOWNS
74 MAPLE AVENUE	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$1,050
CHABAD YOUNG PROFESSIONALS
419 E 77TH STREET	NEW YORK	NY	10007	NONE	501(C)(3)	GENERAL	$120
DIABETES RESEARCH INSTITUTE FDN
200 S PARK ROAD SUITE 100	HOLLYWOOD	FL	33021	NONE	501(C)(3)	GENERAL	$2,450
FAIRCHILD TROPICAL BOTANIC GARD
10901 OLD CUTLER RD	CORAL GABLES	FL	33156	NONE	501(C)(3)	GENERAL	$3,000
FIU FOUNDATION INC
11200 SW 8TH STREET	MIAMI	FL	33199	NONE	501(C)(3)	GENERAL	$1,180
GMON HEIT
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$76
HAFTR
635 CENTRAL AVE 2308	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$7,400
HERITAGE HOUSE
				NONE	501(C)(3)	GENERAL	$2,000	7 HAMALAKH STREET JEWISH QUARTER	OLD CITY JERUSALEM	IS
LITTLE LIGHTHOUSE FOUNDATION
100 N BISCAYNE BLVD SUITE 1607	MIAMI	FL	33132	NONE	501(C)(3)	GENERAL	$526
LONG ISLAND TAX ANGELS
105 MAXESS RD	MELVILLE	NY	11747	NONE	501(C)(3)	GENERAL	$76,000
MSCK
85-18 117TH S	RICHMOND HILL	NY	11418	NONE	501(C)(3)	GENERAL	$36
NAMI
4301 WILSON BLVD SUITE 300	ARLINGTON	VA	22203	NONE	501(C)(3)	GENERAL	$187
NATIONAL REALTY CLUB
228 PARK AVE S 36611	NEW YORK	NY	10003	NONE	501(C)(6)	GENERAL	$695
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW 700	WASHINGTON	DC	20036	NONE	501(C)(3)	GENERAL	$305
NO MORE TEARS
151 N NOB HILL ROAD SUITE 152	PLANTATION	FL	33324	NONE	501(C)(3)	GENERAL	$850
NY SYNAGOGUE
1455 UNION STREET	BROOKLYN	NY	11213	NONE	501(C)(3)	GENERAL	$734
PAYPAL GIVES
1250 I ST NW 1202	WASHINGTON	DC	20005	NONE	501(C)(3)	GENERAL	$515
PROJECT NIGHT
148 BEULAH STREET	SAN FRANCISCO	CA	94117	NONE	501(C)(3)	GENERAL	$54
RUTGERS UNIVERSITY
57 US HIGHWAY 1	NEW BRUNSWICK	NJ	08901	NONE	501(C)(3)	GENERAL	$20,000
ST JUDE
501ST JUDE PLACE	MEMPHIS	TN	38105	NONE	501(C)(3)	GENERAL	$54
STAND WITH US
PO BOX 341069	LOS ANGELES	CA	90034	NONE	501(C)(3)	GENERAL	$18
TEAM FRIENDSHIP
816 EASTERN PKWY	BROOKLYN	NY	11213	NONE	501(C)(3)	GENERAL	$18
THE BASS MUSEUM
2100 COLLINS AVE	MIAMI BEACH	FL	33139	NONE	501(C)(3)	GENERAL	$33,000
TIKVAH CHILDRENS HOME
8 HENDERSON DR	WEST CALDWELL	NJ	07006	NONE	501(C)(3)	GENERAL	$36
UJA FEDERATION
130 E 59TH ST	NEW YORK	NY	10022	NONE	501(C)(3)	GENERAL	$543
VARIOUS CHARITIES
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$852
VIZCAYA MUSEUM AND GARDENS
3251 S MIAMI AVE	MIAMI	FL	33129	NONE	501(C)(3)	GENERAL	$7,600
YAGDIL TORAH
980 RAILROAD AVE	WOODMERE	NY	11598	NONE	501(C)(3)	GENERAL	$1,000
YESHIVA FAR ROCKAWAY
802 HICKSVILLE ROAD	FAR ROCKAWAY	NY	11691	NONE	501(C)(3)	GENERAL	$2,500
YJP - YOUNG JEWISH PROFESSIONAL
107 E 16TH ST	NEW YORK	NY	10003	NONE	501(C)(3)	GENERAL	$1,625
ZOO MIAMI FOUNDATION
12400 SW 152ND ST	MIAMI	FL	33177	NONE	501(C)(3)	GENERAL	$66,841
ACHIEVE MIAMI
1951 NW 7TH AVENUE	MIAMI	FL	33136	NONE	501(C)(3)	GENERAL	$70
COALITION FOR THE HOMELESS
129 FULTON STREET	NEW YORK	NY	10038	NONE	501(C)(3)	GENERAL	$1,305
BAIS SHALOM
733 PASSAIC AVENUE	CLIFTON	NJ	07012	NONE	501(C)(3)	GENERAL	$2,500
BEIS AVRAHAM TORAH CENTER
508 PENINSULA BLVD	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$10,000
BIKE TO THE BEACH
1990 K STREET NW 2ND FLOOR	WASHINGTON	DC	20006	NONE	501(C)(3)	GENERAL	$19
BLUE CARD INC
171 MADISON AVENUE 1405	NEW YORK	NY	10016	NONE	501(C)(3)	GENERAL	$19
C THREE FOUNDATION
1620 MEDICAN LANE SUITE 209	FORT MEYERS	FL	33907	NONE	501(C)(3)	GENERAL	$15,000
CAF AMERICA
225 REINEKERS LANE	ALEXANDRIA	VA	22314	NONE	501(C)(3)	GENERAL	$18
CHILDRENS MIRACLE NETWORK
205 WEST 700 SOUTH	SALT LAKE CITY	UT	84101	NONE	501(C)(3)	GENERAL	$100
CHARITY WATER
40 WORTH STREET	NEW YORK	NY	10013	NONE	501(C)(3)	GENERAL	$180
CHILDRENS NATIONAL HOSPITAL
111 MICHIGAN AVENUE NW	WASHINGTON	DC	20010	NONE	501(C)(3)	GENERAL	$100
FEEDING AMERICA
PO BOX 96749	WASHINGTON	DC	200906749	NONE	501(C)(3)	GENERAL	$36
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRACE	PEMBROKE PARK	FL	33023	NONE	501(C)(3)	GENERAL	$1,800
FOOD BANK NYC
39 BROADWAY	NEW YORK	NY	10006	NONE	501(C)(3)	GENERAL	$518
FOOTSTEPS
114 JOHN STREET 930	NEW YORK	NY	10272	NONE	501(C)(3)	GENERAL	$1,180
FRIEND OF A FRIEND
1501 CHERRY STREET	PHILADELPHIA	PA	19102	NONE	501(C)(3)	GENERAL	$34
GOLAN DEVELOPMENT FOUNDATION
2125 35TH AVENUE APT 6D	ASTORIA	NY	111064408	NONE	501(C)(3)	GENERAL	$36
HELPING ARMS
50 ESCHER STREET	TRENTON	NJ	08609	NONE	501(C)(3)	GENERAL	$2,500
HOLOCAUST DOCUMENTATION AND EDUCATION CENTER
303 N FEDERAL HIGHWAY	DANIA BEACH	FL	330042807	NONE	501(C)(3)	GENERAL	$18
JACKSON HEALTH FOUNDATION
1500 NW 12TH AVENUE 1117	MIAMI	FL	33136	NONE	501(C)(3)	GENERAL	$100
KNESSECH ISRAEL
3100 OVERTON ROAD	MOUNTAIN BROOK	AL	35223	NONE	501(C)(3)	GENERAL	$500
KRISTIHOUSE
1265 NW 12TH AVENUE	MIAMI	FL	33136	NONE	501(C)(3)	GENERAL	$180
KSPACE MIAMI
3375 NE 207TH STREET	AVENTURA	FL	33180	NONE	501(C)(3)	GENERAL	$75
LEV BEREL
111 MADISON AVENUE	LAKEWOOD	NJ	08701	NONE	501(C)(3)	GENERAL	$1,800
MENTAL HEALTH AMERICA
500 MONTGOMERY STREET SUITE 820	ALEXANDRIA	VA	22314	NONE	501(C)(3)	GENERAL	$36
MERCAZ HATORA
5101 17TH AVENUE	BROOKLYN	NY	11204	NONE	501(C)(3)	GENERAL	$5,000
MIAMI DIAPER BANK
4770 BISCAYNE BLVD SUITE 980	MIAMI	FL	33137	NONE	501(C)(3)	GENERAL	$550
MIAMI FDN GIVE
40 NW 3RD ST 305	MIAMI	FL	33128	NONE	501(C)(3)	GENERAL	$1,045
MOUNT SINAI ICAHN
1 GUSTAVE L LEVY PLACE	NEW YORK	NY	10029	NONE	501(C)(3)	GENERAL	$2,000
NCH FOUNDATION
3040 W SALT CREEK LANE	ARLINGTON HEIGHTS	IL	60005	NONE	501(C)(3)	GENERAL	$500
NO KID HUNGRY
1030 15TH STREET NW SUITE 1100 W	WASHINGTON	DC	20005	NONE	501(C)(3)	GENERAL	$180
NY COMMON PANTRY
8 E 109TH STREET	NEW YORK	NY	10029	NONE	501(C)(3)	GENERAL	$100
NYULMC DEV OFFICE
1 PARK AVENUE	NEW YORK	NY	10016	NONE	501(C)(3)	GENERAL	$50
PROSPECT PARK ALLIANCE
95 PROSPECT PARK WEST	BROOKLYN	NY	11215	NONE	501(C)(3)	GENERAL	$103
PROTECT ANIMALS WORLDWIDE
PO BOX 4967	SPANWAY	WA	98387	NONE	501(C)(3)	GENERAL	$118
THE JEWISH MUSEUM
1109 5TH AVENUE	NEW YORK	NY	10128	NONE	501(C)(3)	GENERAL	$132
THE LITTLE LIGHTHOUSE
5120 E 36TH STREET	TULSA	OK	74135	NONE	501(C)(3)	GENERAL	$1,894
THE MICHAEL J FOX DONATION
PO BOX 5014	HAGERSTOWN	MD	217415014	NONE	501(C)(3)	GENERAL	$18
THE SHUL OF DOWNTOWN
35 SE 9TH STREET	MIAMI	FL	33131	NONE	501(C)(3)	GENERAL	$290
ZIONESS MOVEMENT INC
633 THIRD AVENUE 21ST FLOOR	NEW YORK	NY	10017	NONE	501(C)(3)	GENERAL	$36
AGUDAH OF WEST LAWRENCE
631 LANETT AVENUE	FAR ROCKAWAY	NY	11691	NONE	501(C)(3)	GENERAL	$8,500
AIPAC
PO BOX 4491	NEW YORK	NY	10163	NONE	501(C)(3)	GENERAL	$36

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$298,287	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	$183,862	ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$16,489	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$200,351	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$200,351	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 (10 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
ESTATE OF ANITA PENZER
1	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$132,252	Yes (X)
ESTATE OF ANITA PENZER
2	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$97,256	Yes (X)
ESTATE OF ANITA PENZER
3	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$112,964	Yes (X)
ESTATE OF ANITA PENZER
4	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$186,216	Yes (X)
ESTATE OF ANITA PENZER
5	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$160,998	Yes (X)
ESTATE OF ANITA PENZER
6	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$100,303	Yes (X)
ESTATE OF ANITA PENZER
7	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$108,804	Yes (X)
ESTATE OF ANITA PENZER
8	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$125,984	Yes (X)
ESTATE OF ANITA PENZER
9	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$279,265		Yes (X)
ESTATE OF ANITA PENZER
10	C/O D PERRY 397 N CENTRAL AVE	RAMSEY	NJ	07446	$1,600,000		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	120,000 BANK OF AMERICA CORP- 4.15% DUE 9/15/43	$132,252	2020-07-23
2	100,000 GENERAL ELECTRIC CO- 4.0% DUE 6-15-32	$97,256	2020-07-23
3	100,000 GOLDMAN SACHS BK CD- 3.0% DUE 4/17/26	$112,964	2020-07-23
4	175,000 GOLDMAN SACHS GROUP INC- 4.0% DUE 5/15/33	$186,216	2020-07-23
5	150,000 GOLDMAN SACHS GROUP INC- 4.0% DUE 5/15/33	$160,998	2020-07-23
6	100,000 JOHN DEERE CAP CORP- 2.375% DUE 10/15/23	$100,303	2020-07-23
7	100,000 MORGAN STANLEY PRIV BK- 2.75% DUE 4/18/24	$108,804	2020-07-23
8	125,000 WELLS FARGO STEP-UP- 4.0% DUE 3/29/30	$125,984	2020-07-23

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	$22,500	$1,125	$21,375

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 (2 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	$1,831	200DB	7.000000000000	$407	$0
COMPUTER EQUIPMENT	2017-10-01	$3,995		200DB	5.000000000000	$0	$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$7,267,409	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$7,287,073	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 (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE & FIXTURES	$6,511	$5,494	$1,017
COMPUTER EQUIPMENT	$3,995	$3,995	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (3 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ELIE HECHT	$81,000	$32,400	$48,600
ROBERTS & HOLLAND, LLP	$50,000	$0	$50,000
GERALD P. GROSS PC	$10,058	$0	$10,058

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DUE FROM ASCOT PROPERTIES	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$57,516	EOYBookValueAmt
EOYFMV	$57,516	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE AGENT FEES	$694	$0	$694
BANK FEES	$310	$0	$310
DUES & SUBSCRIPTIONS	$1,608	$0	$1,608
MEALS & ENTERTAINMENT	$5,199	$0	$5,199
OFFICE SUPPLIES	$1,896	$0	$1,896
MISCELLANEOUS EXPENSE	$1,391	$0	$1,391
PROFESSIONAL DEVELOPMENT	$2,314	$0	$2,314
COMPUTER & INTERNET	$96	$0	$96
TELEPHONE	$482	$0	$482
OTHER DEDUCTIONS-PASSTHROUGH ENTITY	$13,402	$13,402	$0
ADVERTISING & MARKETING	$1,975	$0	$1,975
PROFESSIONAL NETWORKING	$37,556	$0	$37,556
OUTREACH	$9,442	$0	$9,442
INSURANCE	$2,894	$0	$2,894

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED BOOK GAINS	Desc
Amt	$96,918	Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DUE TO ASCOT	Desc
BOY Book Value	$123,328	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX	$5,000	$0	$0
PAYROLL TAXES	$44,359	$2,218	$42,141