CELEBRITY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2019-10-01 to 2020-09-30
- Filed
- 2021-02-11
- IRS object ID
- 202130429349100603
- Schema version
- 2019v5.2
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-11T10:12:25-06:00 | ReturnTs |
| Tax Period End | 2020-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122947090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY NO 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2021-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129444433 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,461,701 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $80 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $80 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,515 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,515 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $526,623 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,382,533 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $526,623 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $16,776 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,776 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $579,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $579,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,581 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,581 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $586 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $586 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,167 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,167 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $229,369 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $229,369 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,536 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,167 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $229,369 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $347,458 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $576,827 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,046 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,097,291 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,097,291 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,271,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $525,082 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,364,410 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,274,915 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,622,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,461,701 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,274,915 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,622,373 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,274,915 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,622,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,274,915 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,622,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,274,915 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $347,458 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,622,373 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,622,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (141 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 400 SH COLGATE-PALMOLIVE | 2012-12-17 | 2019-11-26 | $27,093 | $21,189 | $5,904 | $5,904 |
| MAGELLAN MIDSTREAM LP | 2009-08-17 | 2019-11-26 | $51,503 | $46,337 | $5,166 | $5,166 |
| APPLE INC | 2019-05-17 | 2020-02-24 | $2,532 | $1,993 | $539 | $539 |
| APPLE INC | 2014-02-05 | 2020-02-06 | $16,139 | $3,620 | $12,519 | $12,519 |
| ALTRIA GROUP | 2009-06-26 | 2020-02-24 | $60,840 | $5,859 | $54,981 | $54,981 |
| APPLE INC | 2014-02-05 | 2020-02-24 | $179,948 | $59,053 | $120,895 | $120,895 |
| BOEING CO | 2011-05-18 | 2020-02-24 | $63,999 | $15,475 | $48,524 | $48,524 |
| INVESCO QQQ TRUST | 2011-08-15 | 2020-02-24 | $88,670 | $21,664 | $67,006 | $67,006 |
| SPDR DOW JONES ETF | 2015-10-07 | 2020-02-24 | $105,925 | $63,686 | $42,239 | $42,239 |
| SPRD S&P 500 ETF | 2012-01-05 | 2020-02-24 | $105,997 | $56,057 | $49,940 | $49,940 |
| VANGUARD TOTAL STOCK MARKET ETF | 2012-01-05 | 2020-02-24 | $105,983 | $71,652 | $34,331 | $34,331 |
| WELLS FARGO BANK | 2020-03-13 | 2020-03-19 | $23,817 | $24,940 | -$1,123 | -$1,123 |
| AFLAC INC | 2019-06-04 | 2020-03-20 | $466 | $839 | -$373 | -$373 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $663 | $582 | $81 | $81 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,333 | $1,170 | $163 | $163 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $1,334 | $1,170 | $164 | $164 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-06-26 | 2020-03-19 | $2,666 | $2,339 | $327 | $327 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-08-10 | 2020-03-19 | $522 | $511 | $11 | $11 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-11-09 | 2020-03-19 | $147 | $150 | -$3 | -$3 |
| ENTERPRISE PRODUCT PARTNERS LP | 2009-11-09 | 2020-03-19 | $371 | $380 | -$9 | -$9 |
| ENTERPRISE PRODUCT PARTNERS LP | 2010-02-05 | 2020-03-19 | $516 | $549 | -$33 | -$33 |
| ENTERPRISE PRODUCT PARTNERS LP | 2010-05-07 | 2020-03-19 | $485 | $569 | -$84 | -$84 |
| ENTERPRISE PRODUCT PARTNERS LP | 2010-08-06 | 2020-03-19 | $430 | $591 | -$161 | -$161 |
| ENTERPRISE PRODUCT PARTNERS LP | 2010-11-09 | 2020-03-19 | $385 | $612 | -$227 | -$227 |
| ENTERPRISE PRODUCT PARTNERS LP | 2011-02-08 | 2020-03-19 | $397 | $628 | -$231 | -$231 |
| ENTERPRISE PRODUCT PARTNERS LP | 2011-05-09 | 2020-03-19 | $82 | $122 | -$40 | -$40 |
| ENTERPRISE PRODUCT PARTNERS LP | 2011-05-09 | 2020-03-19 | $347 | $521 | -$174 | -$174 |
| ENTERPRISE PRODUCT PARTNERS LP | 2011-08-11 | 2020-03-19 | $428 | $661 | -$233 | -$233 |
| ENTERPRISE PRODUCT PARTNERS LP | 2011-11-10 | 2020-03-19 | $422 | $680 | -$258 | -$258 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-02-10 | 2020-03-19 | $135 | $243 | -$108 | -$108 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-02-10 | 2020-03-19 | $254 | $458 | -$204 | -$204 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-05-10 | 2020-03-19 | $390 | $718 | -$328 | -$328 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-08-09 | 2020-03-19 | $382 | $737 | -$355 | -$355 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-11-09 | 2020-03-19 | $103 | $192 | -$89 | -$89 |
| ENTERPRISE PRODUCT PARTNERS LP | 2012-11-09 | 2020-03-19 | $306 | $571 | -$265 | -$265 |
| ENTERPRISE PRODUCT PARTNERS LP | 2013-02-08 | 2020-03-19 | $390 | $786 | -$396 | -$396 |
| ENTERPRISE PRODUCT PARTNERS LP | 2013-05-08 | 2020-03-19 | $362 | $810 | -$448 | -$448 |
| ENTERPRISE PRODUCT PARTNERS LP | 2013-08-08 | 2020-03-19 | $370 | $831 | -$461 | -$461 |
| ENTERPRISE PRODUCT PARTNERS LP | 2013-11-08 | 2020-03-19 | $382 | $852 | -$470 | -$470 |
| ENTERPRISE PRODUCT PARTNERS LP | 2014-02-10 | 2020-03-19 | $364 | $876 | -$512 | -$512 |
| ENTERPRISE PRODUCT PARTNERS LP | 2014-05-08 | 2020-03-19 | $331 | $901 | -$570 | -$570 |
| ENTERPRISE PRODUCT PARTNERS LP | 2014-08-08 | 2020-03-19 | $340 | $922 | -$582 | -$582 |
| ENTERPRISE PRODUCT PARTNERS LP | 2014-11-10 | 2020-03-19 | $339 | $945 | -$606 | -$606 |
| ENTERPRISE PRODUCT PARTNERS LP | 2015-02-09 | 2020-03-19 | $377 | $965 | -$588 | -$588 |
| ENTERPRISE PRODUCT PARTNERS LP | 2015-05-08 | 2020-03-19 | $405 | $987 | -$582 | -$582 |
| ENTERPRISE PRODUCT PARTNERS LP | 2015-08-10 | 2020-03-19 | $235 | $458 | -$223 | -$223 |
| ENTERPRISE PRODUCT PARTNERS LP | 2015-08-10 | 2020-03-19 | $281 | $548 | -$267 | -$267 |
| ENTERPRISE PRODS PART LP: EPD | 2015-11-09 | 2020-03-19 | $527 | $1,033 | -$506 | -$506 |
| ENTERPRISE PRODS PART LP: EPD | 2016-02-08 | 2020-03-19 | $153 | $238 | -$85 | -$85 |
| ENTERPRISE PRODS PART LP: EPD | 2016-02-08 | 2020-03-19 | $524 | $814 | -$290 | -$290 |
| ENTERPRISE PRODS PART LP: EPD | 2016-05-09 | 2020-03-19 | $590 | $1,092 | -$502 | -$502 |
| ENTERPRISE PRODS PART LP: EPD | 2016-08-08 | 2020-03-19 | $558 | $1,126 | -$568 | -$568 |
| ENTERPRISE PRODS PART LP: EPD | 2016-11-08 | 2020-03-19 | $30 | $54 | -$24 | -$24 |
| ENTERPRISE PRODS PART LP: EPD | 2016-11-08 | 2020-03-19 | $608 | $1,099 | -$491 | -$491 |
| ENTERPRISE PRODS PART LP: EPD | 2017-02-08 | 2020-03-19 | $430 | $893 | -$463 | -$463 |
| ENTERPRISE PRODS PART LP: EPD | 2017-05-09 | 2020-03-19 | $465 | $915 | -$450 | -$450 |
| ENTERPRISE PRODS PART LP: EPD | 2017-08-08 | 2020-03-19 | $485 | $940 | -$455 | -$455 |
| ENTERPRISE PRODS PART LP: EPD | 2017-11-08 | 2020-03-19 | $528 | $959 | -$431 | -$431 |
| ENTERPRISE PRODS PART LP: EPD | 2018-02-08 | 2020-03-19 | $12 | $23 | -$11 | -$11 |
| ENTERPRISE PRODS PART LP: EPD | 2018-02-08 | 2020-03-19 | $13 | $26 | -$13 | -$13 |
| ENTERPRISE PRODS PART LP: EPD | 2018-02-08 | 2020-03-19 | $147 | $287 | -$140 | -$140 |
| ENTERPRISE PRODS PART LP: EPD | 2018-02-08 | 2020-03-19 | $333 | $648 | -$315 | -$315 |
| MAGNA INTL INC F : MGA | 2011-05-18 | 2020-03-19 | $21,319 | $19,804 | $1,515 | $1,515 |
| SYSCO CORP: SYY | 2013-12-10 | 2020-03-19 | $6,598 | $7,342 | -$744 | -$744 |
| SYSCO CORP: SYY | 2013-12-10 | 2020-03-19 | $6,598 | $7,342 | -$744 | -$744 |
| SYSCO CORP: SYY | 2013-12-10 | 2020-03-19 | $9,897 | $11,012 | -$1,115 | -$1,115 |
| SYSCO CORP: SYY | 2013-12-10 | 2020-03-19 | $9,897 | $11,012 | -$1,115 | -$1,115 |
| WELLS FARGO BK N A : WFC | 2011-05-18 | 2020-03-19 | $2,769 | $2,878 | -$109 | -$109 |
| WELLS FARGO BK N A : WFC | 2011-05-18 | 2020-03-19 | $11,078 | $11,511 | -$433 | -$433 |
| WELLS FARGO BK N A : WFC | 2014-03-11 | 2020-03-19 | $13,847 | $24,002 | -$10,155 | -$10,155 |
| A T & T INC: T | 2010-11-02 | 2020-03-20 | $2,828 | $2,899 | -$71 | -$71 |
| A T & T INC: T | 2010-11-02 | 2020-03-20 | $25,447 | $26,090 | -$643 | -$643 |
| ABBVIE INC: ABBV | 2012-12-17 | 2020-03-20 | $20,172 | $10,240 | $9,932 | $9,932 |
| AFLAC INC: AFL | 2009-06-26 | 2020-03-20 | $16,565 | $9,445 | $7,120 | $7,120 |
| AFLAC INC: AFL | 2009-09-02 | 2020-03-20 | $121 | $84 | $37 | $37 |
| AFLAC INC: AFL | 2009-12-02 | 2020-03-20 | $101 | $85 | $16 | $16 |
| AFLAC INC: AFL | 2010-03-02 | 2020-03-20 | $94 | $85 | $9 | $9 |
| AFLAC INC: AFL | 2010-06-02 | 2020-03-20 | $110 | $86 | $24 | $24 |
| AFLAC INC: AFL | 2010-09-02 | 2020-03-20 | $96 | $86 | $10 | $10 |
| AFLAC INC: AFL | 2010-12-02 | 2020-03-20 | $96 | $93 | $3 | $3 |
| AFLAC INC: AFL | 2011-03-02 | 2020-03-20 | $90 | $93 | -$3 | -$3 |
| AFLAC INC: AFL | 2011-06-02 | 2020-03-20 | $110 | $94 | $16 | $16 |
| AFLAC INC: AFL | 2011-09-02 | 2020-03-20 | $145 | $94 | $51 | $51 |
| AFLAC INC: AFL | 2011-12-02 | 2020-03-20 | $132 | $105 | $27 | $27 |
| AFLAC INC: AFL | 2012-03-02 | 2020-03-20 | $124 | $106 | $18 | $18 |
| AFLAC INC: AFL | 2012-06-04 | 2020-03-20 | $153 | $106 | $47 | $47 |
| AFLAC INC: AFL | 2012-09-05 | 2020-03-20 | $128 | $107 | $21 | $21 |
| AFLAC INC: AFL | 2012-12-04 | 2020-03-20 | $120 | $114 | $6 | $6 |
| AFLAC INC: AFL | 2013-03-04 | 2020-03-20 | $128 | $115 | $13 | $13 |
| AFLAC INC: AFL | 2013-06-04 | 2020-03-20 | $114 | $116 | -$2 | -$2 |
| AFLAC INC: AFL | 2013-09-04 | 2020-03-20 | $110 | $117 | -$7 | -$7 |
| AFLAC INC: AFL | 2013-12-03 | 2020-03-20 | $104 | $124 | -$20 | -$20 |
| AFLAC INC: AFL | 2014-03-04 | 2020-03-20 | $106 | $125 | -$19 | -$19 |
| AFLAC INC: AFL | 2014-06-03 | 2020-03-20 | $113 | $126 | -$13 | -$13 |
| AFLAC INC: AFL | 2014-09-03 | 2020-03-20 | $113 | $126 | -$13 | -$13 |
| AFLAC INC: AFL | 2014-12-02 | 2020-03-20 | $125 | $134 | -$9 | -$9 |
| AFLAC INC: AFL | 2015-03-03 | 2020-03-20 | $119 | $135 | -$16 | -$16 |
| AFLAC INC: AFL | 2015-06-02 | 2020-03-20 | $121 | $136 | -$15 | -$15 |
| AFLAC INC: AFL | 2015-09-02 | 2020-03-20 | $132 | $137 | -$5 | -$5 |
| AFLAC INC: AFL | 2015-12-02 | 2020-03-20 | $120 | $145 | -$25 | -$25 |
| AFLAC INC: AFL | 2016-03-02 | 2020-03-20 | $132 | $145 | -$13 | -$13 |
| AFLAC INC: AFL | 2016-06-02 | 2020-03-20 | $117 | $146 | -$29 | -$29 |
| AFLAC INC: AFL | 2016-09-02 | 2020-03-20 | $110 | $147 | -$37 | -$37 |
| AFLAC INC: AFL | 2016-12-02 | 2020-03-20 | $124 | $155 | -$31 | -$31 |
| AFLAC INC: AFL | 2017-03-02 | 2020-03-20 | $119 | $156 | -$37 | -$37 |
| AFLAC INC: AFL | 2017-06-02 | 2020-03-20 | $115 | $157 | -$42 | -$42 |
| AFLAC INC: AFL | 2017-09-05 | 2020-03-20 | $106 | $158 | -$52 | -$52 |
| AFLAC INC: AFL | 2017-12-04 | 2020-03-20 | $105 | $166 | -$61 | -$61 |
| AFLAC INC: AFL | 2018-03-02 | 2020-03-20 | $123 | $193 | -$70 | -$70 |
| AFLAC INC: AFL | 2018-06-04 | 2020-03-20 | $118 | $194 | -$76 | -$76 |
| AFLAC INC: AFL | 2018-09-05 | 2020-03-20 | $115 | $195 | -$80 | -$80 |
| AFLAC INC: AFL | 2018-12-04 | 2020-03-20 | $119 | $196 | -$77 | -$77 |
| AFLAC INC: AFL | 2019-03-04 | 2020-03-20 | $114 | $205 | -$91 | -$91 |
| AMER ELECTRIC PWR CO: AEP | 2009-06-26 | 2020-03-20 | $36,769 | $14,454 | $22,315 | $22,315 |
| AMER ELECTRIC PWR CO: AEP | 2009-09-11 | 2020-03-20 | $490 | $205 | $285 | $285 |
| AMER ELECTRIC PWR CO: AEP | 2009-12-11 | 2020-03-20 | $434 | $208 | $226 | $226 |
| AMER ELECTRIC PWR CO: AEP | 2010-03-11 | 2020-03-20 | $453 | $210 | $243 | $243 |
| AMER ELECTRIC PWR CO: AEP | 2010-06-11 | 2020-03-20 | $494 | $218 | $276 | $276 |
| AMER ELECTRIC PWR CO: AEP | 2010-09-13 | 2020-03-20 | $440 | $221 | $219 | $219 |
| AMER ELECTRIC PWR CO: AEP | 2010-12-13 | 2020-03-20 | $502 | $244 | $258 | $258 |
| AMER ELECTRIC PWR CO: AEP | 2011-03-11 | 2020-03-20 | $508 | $248 | $260 | $260 |
| AMER ELECTRIC PWR CO: AEP | 2011-06-13 | 2020-03-20 | $497 | $251 | $246 | $246 |
| AMER ELECTRIC PWR CO: AEP | 2011-09-12 | 2020-03-20 | $508 | $254 | $254 | $254 |
| AMER ELECTRIC PWR CO: AEP | 2011-11-29 | 2020-03-20 | $63 | $32 | $31 | $31 |
| AMER ELECTRIC PWR CO: AEP | 2011-11-29 | 2020-03-20 | $14,645 | $7,566 | $7,079 | $7,079 |
| AVERY DENNISON CORP: AVY | 2012-12-17 | 2020-03-20 | $45,474 | $17,044 | $28,430 | $28,430 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH 100.0000C | 2014-03-11 | 2020-03-20 | $16,967 | $11,998 | $4,969 | $4,969 |
| INVESCO S&P 500 EQUAL WEIGHT HEALTH 200.0000C | 2014-03-11 | 2020-03-20 | $33,933 | $23,998 | $9,935 | $9,935 |
| ISHARES RUSSELL 2000 ETF : IWM | 2014-03-11 | 2020-03-20 | $20,668 | $23,791 | -$3,123 | -$3,123 |
| SELECT SECTOR HEALTH CARE SPDR ETF : 500.0000XL | 2014-03-11 | 2020-03-20 | $39,743 | $29,908 | $9,835 | $9,835 |
| SOUTHERN CO: SO | 2013-11-13 | 2020-03-20 | $47,828 | $41,189 | $6,639 | $6,639 |
| VANECK VECTORS BIOTECH ETF: BBH 300.000 | 2014-03-11 | 2020-03-20 | $35,053 | $30,275 | $4,778 | $4,778 |
| DOCUSIGN INC | 2020-04-06 | 2020-04-07 | $70,254 | $69,026 | $1,228 | $1,228 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $526,623 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,448 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,625,931 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114035 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $243,606 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,717,234 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.089652 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $288,521 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,616,456 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.110272 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $247,151 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,493,312 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.099126 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $333,893 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,779,866 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.120111 | DistributionYr5Rt |
| Total Distribution | 0.533196 | TotalDistributionRt |
| Average Distribution | 0.106639 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,521,549 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $268,895 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,768 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $274,663 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $229,369 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,537 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,537 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,537 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,280 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,280 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $10,257 | TaxDueAmt |
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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122947090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1056 EAST 9TH STREET | BROOKLYN | NY | 11223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,852,168 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $707,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,559,948 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,559,948 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,521,549 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,077 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,077 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,537 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,537 | TotalTaxAmt |
| Distributable Before Adj | $114,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $114,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $114,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $229,369 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $229,369 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $229,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $114,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $197,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $125,197 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $161,154 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $109,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $170,701 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $763,898 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $229,369 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $114,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $114,829 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $878,727 | 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 | $197,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $681,085 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $125,197 | ExcessFromYear4Amt |
| Excess From Year3 | $161,154 | ExcessFromYear3Amt |
| Excess From Year2 | $109,204 | ExcessFromYear2Amt |
| Excess From Year1 | $170,701 | ExcessFromYear1Amt |
| Excess From Current Year | $114,829 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| BARKAI YESHIVA | |||||
| 321 AVE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $1,800 |
| BRIDGE ACADEMY | |||||
| 1958 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | GENERAL SUPPORT | $1,800 |
| CONGREGATION BETH TORAH | |||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $1,800 |
| DEAL SEPHARDIC NETWORK | |||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $3,400 |
| HATZALAH VOLUNTEER EMS - JERSEY | |||||
| PO BOX 2333 | ELBERON | NJ | 17740 | GENERAL SUPPORT | $1,800 |
| INSTITUTE OF JEWISH IDEAS | |||||
| 8 WEST 70TH STREET | NEW YORK | NY | 10023 | GENERAL SUPPORT | $180 |
| ISRAEL BIRTHRIGHT FOUNDATION | |||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $2,500 |
| JEWISH EDUCATIONAL LOAN FUND | |||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $2,600 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $15,984 |
| LURIA ACADEMY OF BROOKLYN | |||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | GENERAL SUPPORT | $40,000 |
| NORTH SHORE HEBREW ACADEMY | |||||
| 400 NORTH SERVICE ROAD | GREAT NECK | NY | 11020 | GENERAL SUPPORT | $36,000 |
| OHEL YITZHAK OF ALLENHURST | |||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $12,680 |
| PARK AVENUE SYNAGOGUE | |||||
| 50 E 87TH STREET | NEW YORK | NY | 10128 | GENERAL SUPPORT | $500 |
| REACH FOR THE STARS | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $2,600 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,800 |
| SEPHARDIC BIKUR HOLIM | |||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $15,200 |
| YESHIVAH FLATBUSH | |||||
| 1609 AVENUE J | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $58,260 |
| YESHIVAT LEV TORAH | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $501 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | GENERAL SUPPORT | $360 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||
| 352 7TH AVENUE STE 400 | NEW YORK | NY | 10018 | GENERAL SUPPORT | $1,800 |
| ANTI DEFAMATION LEAGUE | |||||
| 605 THIRD AVENUE | BROOKLYN | NY | 11244 | GENERAL SUPPORT | $680 |
| COLEL CHABAD | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $7,600 |
| HASHEI ESTHER | |||||
| 1813 EAST 2ND STREET | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $720 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $2,800 |
| JEWISH FEDERATION IN THE HEART OF NEW JERSEY | |||||
| 230 OLD BRIDGE TPKE | SOUTH RIVER | NJ | 08882 | GENERAL SUPPORT | $1,000 |
| KOL HANEARIM | |||||
| 185 GREAT NECK ROAD SUITE 4D | GREAT NECK | NY | 10018 | GENERAL SUPPORT | $1,000 |
| PORAT YOSEF FOUNDATION | |||||
| 1879 EAST 2ND STREET | BROOKLYN | NY | 11329 | GENERAL SUPPORT | $400 |
| SAFE FOUNDATION INC | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $1,800 |
| SEPHARDIC COMMUNITY DAYANUT PROGRAM | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $5,000 |
| SEPHARDIC FOOD FUND | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $1,800 |
| SEPHARDIC HERITAGE MUSEUM | |||||
| 619 W COUNTY LINE ROAD | LAKEWOOD | NJ | 08701 | GENERAL SUPPORT | $602 |
| THE NEXT STEP CO ISRAEL MEDICAL FUND | |||||
| 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | GENERAL SUPPORT | $1,800 |
| THE SEPHARDIC RABBINICAL COLLEGE | |||||
| 730 AVENUE S | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,800 |
| THE UNITY GAMES | |||||
| RICHMOND AVENUE | STATEN ISLAND | NY | 11305 | GENERAL SUPPORT | $50 |
| TORAH VE AHAVA | |||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $500 |
| YESHIVAT OR HATORAH | |||||
| 2119 HOMECREST AVENUE | BROOKLYN | NY | 11229 | GENERAL SUPPORT | $252 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $229,369 | 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 | $80 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,515 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $16,776 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $526,623 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $16,776 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $563,218 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,994 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $525,082 | BookValueAmt |
| EOYFMV | $1,364,410 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $586 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $586 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PARTNERSHIP K1S | -$3,347 | -$3,347 | -$3,347 |
| FROM PARTNERSHIP K1S | $20,123 | $20,123 | $20,123 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $292 | $292 | $0 |
| FEDERAL TAXES | $2,289 | $2,289 | $0 |