JAS FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JAS FOUNDATION (EIN 35-2198588)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-01-17
- IRS object ID
- 202010179349100601
- Schema version
- 2018v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-01-17T13:38:09-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1155 Avenue of the Americas 1200 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 352198588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The JAS Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BKD LLP | InCareOfNm |
| Business Name Control | JASF | BusinessNameControlTxt |
| Phone | 2485693500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 Pierce | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48075 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL E BAUM | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2485693500 | PhoneNum |
| Signature | 2019-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Shapiro | PreparerPersonNm |
| PTIN | P01333816 | PTIN |
| Phone | 2128674000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $677,478 | 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 | $35,983 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $32,965 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,965 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,948 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,965 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $480 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,084 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,604 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $44,921 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $44,921 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $48,005 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,604 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $44,921 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $20,943 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $30,361 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $62,688 | CashBOYAmt |
| Cash EOY | $47,133 | CashEOYAmt |
| Cash EOYFMV | $47,133 | CashEOYFMVAmt |
| Corporate Stock BOY | $696,672 | CorporateStockBOYAmt |
| Corporate Stock EOY | $630,345 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $630,345 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $759,360 | TotalAssetsBOYAmt |
| Total Assets EOY | $677,478 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $677,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $759,360 | UnrestrictedBOYAmt |
| Unrestricted EOY | $677,478 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $759,360 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $677,478 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $759,360 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $677,478 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $759,360 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $20,943 | ExcessRevenueOverExpensesAmt |
| Subtotal | $780,303 | SubtotalAmt |
| Other Decreases | $102,825 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $677,478 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $26,574 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $698,942 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.03802 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,296 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $637,394 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.042824 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $74,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $644,191 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.115238 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,742 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $668,427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.037015 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $64,344 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $625,885 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.102805 | DistributionYr5Rt |
| Total Distribution | 0.335902 | TotalDistributionRt |
| Average Distribution | 0.06718 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $696,109 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $46,765 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $304 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $47,069 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $44,921 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $607 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $607 | SubtotalAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $598 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $598 | OriginalReturnTaxPaidAmt |
| Tax Due | $9 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | false | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2128674000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| Henry Baum | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | president | 1.0 | $0 | $0 | $0 |
| Roselind Baum | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | Trustee | 1.0 | $0 | $0 | $0 |
| Michael E Baum | ||||||||
| 24611 Sussex | oak park | MI | 48237 | Trustee | 1.0 | $0 | $0 | $0 |
| Deborah Jacobs | ||||||||
| 25216 Pierce | Southfield | MI | 48075 | Trustee | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $658,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $48,046 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $706,710 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $706,710 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,601 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $696,109 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,805 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,805 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $607 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $607 | TotalTaxAmt |
| Distributable Before Adj | $34,198 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $34,198 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $34,198 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $44,921 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $44,921 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $44,921 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $34,198 | DistributableAsAdjustedAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $18,372 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $10,702 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $29,074 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $44,921 | QualifyingDistributionsAmt |
| Applied To Current Year | $34,198 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,723 | RemainingDistriFromCorpusAmt |
| Total Corpus | $39,797 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,372 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $21,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $10,702 | ExcessFromYear3Amt |
| Excess From Current Year | $10,723 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL BAUM MICHAEL BAUM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Yeshivas Darchei Torah | |||||||
| 257 Beach 17th st | Far Rockaway | NY | 11691 | none | PC | program Support | $3,600 |
| Yeshiva Derech Ayson | |||||||
| 802 Hicksville Road | Far Rockaway | NY | 11691 | none | PC | program Support | $3,600 |
| Agudath Israel of West Lawrence | |||||||
| 631 Lannett Ave | Far Rockaway | NY | 11691 | none | PC | program Support | $3,000 |
| Agudath Israel of America | |||||||
| 42 Broadway | new York | NY | 10004 | none | PC | program Support | $11,000 |
| Cong Beth Tefila | |||||||
| 24225 Greenfield Rd | Southfield | MI | 48075 | none | PC | program Support | $2,000 |
| Kollel Tirtza Devorah | |||||||
| 257 Beach 17th st | Far Rockaway | NY | 11691 | none | PC | program Support | $540 |
| Yeshiva Gedola Ateres Mordechai | |||||||
| 24600 Greenfield Rd | Oak park | MI | 48237 | none | PC | program Support | $10,000 |
| Cong Beth Tefila | |||||||
| 24225 Greenfield Rd | Southfield | MI | 48075 | none | PC | program Support | $11,181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $44,921 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $32,965 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $32,965 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| Michael Baum | ||||||
| 1 | 24611 Sussex | Oak Park | MI | 48237 | $14,856 | Yes (X) |
| Joel baum | ||||||
| 2 | 738 Henry Road | Far Rockaway | NY | 11691 | $20,644 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 148.238 TE Connectivity LTD | $14,856 | 2018-12-21 |
| 2 | 300 Eversource Energy Com | $20,644 | 2018-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,600 | Amt |
| Net Investment Income | $2,600 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC | $17,066 | $17,066 |
| CENTURYLINK INC | $1,242 | $1,242 |
| CONSOLIDATED EDISON INC | $28,367 | $28,367 |
| EVERSOURCE ENERGY COM | $19,512 | $19,512 |
| FORTUNE BRANDS HOME & SEC INC | $10,526 | $10,526 |
| FRONTIER COMMUNICATIONS CORP | $36 | $36 |
| NATUS MED INC | $13,782 | $13,782 |
| NRG ENERGY INC | $8,388 | $8,388 |
| ACCO BRANDS CORP | $4,617 | $4,617 |
| FIRST EAGLE GLOBAL A | $54,588 | $54,588 |
| BRISTOL MYERS SQUIBB CO | $10,481 | $10,481 |
| CONSOLIDATED EDISON INC | $74,083 | $74,083 |
| GENERAL MTRS CO | $27,867 | $27,867 |
| KRAFT HEINZ CO | $7,490 | $7,490 |
| STARWOOD PROPERTY TRUST INC | $22,644 | $22,644 |
| TRAVELERS COMPANIES INC COM | $15,328 | $15,328 |
| WALGREENS BOOTS ALLIANCE INC | $9,846 | $9,846 |
| TAUBMAN CENTERS INC 6.5% | $26,378 | $26,378 |
| FIRST EAGLE GLOBAL A | $278,104 | $278,104 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VALUATION ADJUSTMENT | Desc |
| Amt | $102,825 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $480 | Amt |