SEG FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202003149349101435
- Schema version
- 2019v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T15:37:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132659310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERBRETTLERKLAR & LIPSTEIN LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 BROADWAY SUITE 640 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204909577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGF | BusinessNameControlTxt |
| Phone | 7189512200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL ELLIOT GOLDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7189512200 | PhoneNum |
| Signature | 2020-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 163.182.152.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 15:37:14 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 39D5D2C4ACDE49287A65CB034552AB568419665C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CC91628E65F907FDC4239BC33F009CE42F3CB15C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,404,134 | 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 | $1,542,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $15,237 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,237 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,584 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,584 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $698,177 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $8,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,301 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,654,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,122 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $5,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $5,900 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $666 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $666 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,657 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,157 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $10,229 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $43,055 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,805 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,507 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,628 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,150 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,010,325 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,325 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,074,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,628 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,016,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $579,552 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,494 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $73,126 | CashBOYAmt |
| Cash EOY | $83,340 | CashEOYAmt |
| Cash EOYFMV | $83,340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,722,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,848,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,848,559 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $205,628 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $233,361 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $241,070 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,238,168 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,280,019 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,780,879 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $452,307 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $439,421 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,286 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $397,120 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,229 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $386,891 | LandEOYAmt |
| Total Assets BOY | $4,692,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,271,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,404,134 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,692,039 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,271,591 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,692,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,692,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,271,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,692,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $579,552 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,271,591 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $22,526 | $21,465 | $1,061 | $1,061 |
| PUBLICLY TRADED SECURITIES | P | $90,351 | $93,708 | -$3,357 | -$3,357 |
| PUBLICLY TRADED SECURITIES | P | $25,938 | $26,453 | -$515 | -$515 |
| PUBLICLY TRADED SECURITIES | P | $126,401 | $122,526 | $3,875 | $3,875 |
| PUBLICLY TRADED SECURITIES | P | $69,938 | $74,541 | -$4,603 | -$4,603 |
| PUBLICLY TRADED SECURITIES | P | $357,538 | $363,722 | -$6,184 | -$6,184 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,238 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,057 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,044,573 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,989,220 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.261849 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $708,400 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,990,344 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.177529 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $299,310 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,952,338 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.033434 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $435,470 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,584,792 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.168474 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $268,318 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,249,310 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119289 | DistributionYr5Rt |
| Total Distribution | 0.760575 | TotalDistributionRt |
| Average Distribution | 0.152115 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,796,072 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $729,554 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $705 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $730,259 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,016,475 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $705 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $705 | SubtotalAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,449 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,449 | TotalPaymentsAndCreditsAmt |
| Overpayment | $744 | OverpaymentAmt |
| Applied To ES Tax | $744 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 7189512200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SAUL ELLIOT GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| CHANA GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,005,192 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,863,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,869,109 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,869,109 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $73,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,796,072 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $239,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $239,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $705 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $705 | TotalTaxAmt |
| Distributable Before Adj | $239,099 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $239,099 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $239,099 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,016,475 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,016,475 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $705 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,015,770 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $239,099 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $157,578 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $307,120 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $264 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $515,613 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $847,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,827,701 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,016,475 | QualifyingDistributionsAmt |
| Applied To Current Year | $239,099 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $777,376 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,605,077 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $157,578 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,447,499 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $307,120 | ExcessFromYear4Amt |
| Excess From Year3 | $264 | ExcessFromYear3Amt |
| Excess From Year2 | $515,613 | ExcessFromYear2Amt |
| Excess From Year1 | $847,126 | ExcessFromYear1Amt |
| Excess From Current Year | $777,376 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL GOLDBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA | ||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | RELIGIOUS | $50,000 | |
| AMF NESIVOS HATORAH | ||||||
| PO BOX 945 | LAKEWOOD | NJ | 08701 | RELIGIOUS | $10,720 | |
| BAIS MEDRASH HEICHAL DOVID | ||||||
| 215 CENTRAL AVE | LAWRENCE | NY | 11559 | RELIGIOUS | $27,000 | |
| BAIS JOEL OHEL FAIGA | ||||||
| POB 2349 | MONROE | NY | 10949 | RELIGIOUS | $10,000 | |
| BROOKLYN JEWISH EXPERIENCE | ||||||
| 2915 AVENUE K | BROOKLYN | NY | 11210 | RELIGIOUS | $15,000 | |
| CONG MAHARI ASHKENAZI | ||||||
| FOREST ROAD | MONROE | NY | 10950 | RELIGIOUS | $10,000 | |
| CONG OHOLEI SHEM | ||||||
| 5206 12TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| IRGUN SHIURAI TORAH | ||||||
| 4609 16TH AVE | BROOKLYN | NY | 11204 | RELIGIOUS | $15,400 | |
| KEREN ACHDUS | ||||||
| 1169 E 8TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $25,000 | |
| KEREN HACHESED | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $52,000 | |
| KHAL DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $81,200 | |
| KHAL SHAREI ZION | ||||||
| 4715 15TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $25,000 | |
| KHAL TEFILO LEMOSHE | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $45,000 | |
| KOLLEL BNEI YESHIVOS | ||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | RELIGIOUS | $16,100 | |
| KOLLEL DAF HAYOMI | ||||||
| 1524 EAST 22ND STREET | BROOKLYN | NY | 11210 | RELIGIOUS | $25,000 | |
| KOLLEL SHAS YIDDEN | ||||||
| 1274 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $72,000 | |
| KOLLEL TIRZA DEVORAH | ||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $15,000 | |
| RELIEF RESOURCES | ||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $10,000 | |
| SHIKUN TORAH STUDENTS | ||||||
| 18 HEYWARD ST | BROOKLYN | NY | 11211 | RELIGIOUS | $10,000 | |
| TORAH ANYTIME | ||||||
| 151 CAMP HILL ROAD | POMONA | NY | 10970 | RELIGIOUS | $25,000 | |
| YESHIVA DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $39,500 | |
| YESHIVA OHR HAMEIR | ||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | RELIGIOUS | $165,000 | |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $18,000 | |
| MISCELLANEOUS | ||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | RELIGIOUS | $238,405 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,325 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,237 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,584 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,301 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$4,238 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $111,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $111,884 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAUL GOLDBAUM | |||||||
| 1 | 982 E17 ST | BROOKLYN | NY | 11230 | $1,500,000 | Yes (X) | |
| JACOB ROSENBERG | |||||||
| 2 | 932 EAST 29TH STREET | BROOKLYN | NY | 11210 | $18,000 | Yes (X) | |
| NOCHUM KATLOWITZ | |||||||
| 3 | 242 MASON ST | STATEN ISLAND | NY | 10305 | $10,000 | Yes (X) | SUITE 6 |
| YARIM FOUNDATION | |||||||
| 4 | 932 E 29 STREET | BROOKLYN | NY | 11210 | $10,000 | Yes (X) | |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $5,900 | Amt |
| Disbursements Charitable Prps | $5,900 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HOUSE | PropertyDesc |
| Acquired | 2019-04-11 | AcquiredDt |
| Cost Or Other Basis | $397,120 | CostOrOtherBasisAmt |
| Computation Method | S/L | ComputationMethodTxt |
| Life | 27.5000 | LifeRt |
| Current Year Expense | $10,229 | CurrentYearExpenseAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $132,140 | $135,658 |
| JPMORGAN CHASE 18140 SEE ATT | $183,600 | $183,514 |
| MORGAN STANLEY 104858-564 SEE ATT | $123,681 | $131,114 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CHASE CORE 21049 SEE ATT | $402,812 | $495,724 |
| JPMORGAN CHASE 18140 SEE ATT | $118,382 | $125,039 |
| MORGAN STANLEY 104858-564 SEE ATT | $1,758,825 | $2,160,116 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $41,436 | $41,436 | |
| FILING FEES | $250 | $250 | |
| INSURANCE | $1,369 | $1,369 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| OTHER INCOME | $301 | $301 |
| RENTAL INCOME | $8,000 | $8,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,157 | $2,157 |
| IRS | $2,500 |