FREUND FAM FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FREUND FAM FOUNDATION (EIN 20-0000450)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349105095
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T16:02:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133747570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 41ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176270 | 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 | 200000450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREUND FAMILY FOUNDATION THE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREU | BusinessNameControlTxt |
| Phone | 2129623362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEIR FREUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129623362 | PhoneNum |
| Signature | 2020-11-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABRAHAM WEISS | PreparerPersonNm |
| PTIN | P00020893 | PTIN |
| Phone | 2123023400 | PhoneNum |
| Preparation | 2020-11-16 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 204.128.182.16 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-16 | IPDt |
| IP Tm | 16:02:40 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | AD8F8E61B96E06714140881D02F8B8317C19DC3D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD8F8E61B96E06714140881D02F8B8317C19DC3D | 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 | $5,015,929 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $24,995 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,995 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $24,995 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $90,407 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,407 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $90,407 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,480 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $711,988 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $673 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $673 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $673 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $293,595 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $116,075 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $116,075 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,015 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,892 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,892 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $11,322 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,322 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $16,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,214 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $251,303 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $251,303 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $267,532 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,214 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,303 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $26,063 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,861 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $116,075 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $323,680 | CashBOYAmt |
| Cash EOY | $342,404 | CashEOYAmt |
| Cash EOYFMV | $342,404 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $571,758 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $120,166 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $120,166 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $733,476 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $990,414 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $999,730 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,104,427 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,187,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,732,702 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $605,528 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $852,285 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $896,487 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $994,506 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $866,575 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $924,440 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,333,375 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,359,438 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,015,929 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,333,375 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,359,438 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,333,375 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,359,438 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,333,375 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,359,438 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,333,375 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $26,063 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,359,438 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,359,438 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BAUSCH HEALTH COS INC | P | 2018-05-24 | 2019-02-22 | $39,225 | $36,619 | $2,606 | $2,606 |
| MGM RESORTS INTERNATIONAL | P | 2013-11-13 | 2019-10-25 | $62,460 | $48,321 | $14,139 | $14,139 |
| CATERPILLAR INC | P | 2019-01-18 | 2019-07-25 | $35,129 | $36,483 | -$1,354 | -$1,354 |
| JPMORGAN CHASE & CO 6.70% | P | 2014-10-21 | 2019-03-01 | $192,500 | $202,183 | -$9,683 | -$9,683 |
| DROPBOX INC | P | 2019-04-24 | 2019-11-08 | $10,519 | $12,634 | -$2,115 | -$2,115 |
| MSIF ULTRA-SHORT INCOME A | P | 2017-08-29 | 2019-12-05 | $75,000 | $74,936 | $64 | $64 |
| MGM RESORTS INTERNATIONAL | P | 2018-12-14 | 2019-10-25 | $1,078 | $1,048 | $30 | $30 |
| NIO INC | P | 2019-07-03 | 2019-09-26 | $14,966 | $25,030 | -$10,064 | -$10,064 |
| PAYPAL HLDGS INC COM | P | 2019-02-22 | 2019-09-26 | $42,920 | $39,177 | $3,743 | $3,743 |
| ROKU INC COM CL A | P | 2018-12-31 | 2019-01-07 | $27,927 | $21,239 | $6,688 | $6,688 |
| SPOTIFY TECHNOLOGY SA | P | 2019-02-06 | 2019-01-08 | $50,522 | $50,016 | $506 | $506 |
| TELARIA | P | 2019-03-12 | 2019-08-06 | $8,212 | $6,331 | $1,881 | $1,881 |
| TENCENT MUSIC ENTMT GROUP | P | 2019-06-11 | 2019-08-20 | $27,464 | $29,413 | -$1,949 | -$1,949 |
| WEIGHT WATCHERS INTL INC | P | 2018-12-12 | 2019-02-14 | $18,939 | $31,653 | -$12,714 | -$12,714 |
| DROPBOX INC | P | 2018-08-03 | 2019-11-08 | $19,641 | $29,663 | -$10,022 | -$10,022 |
| ENERGY SEL SECT SPDR FD | P | 2017-09-19 | 2019-07-02 | $49,709 | $52,412 | -$2,703 | -$2,703 |
| ISHARES NASDAQ BIOTECH ETF | P | 2015-10-21 | 2019-05-28 | $19,633 | $19,618 | $15 | $15 |
| ISHARES PREFERRED & INCOME S | P | 2013-05-14 | 2019-08-30 | $16,144 | $17,692 | -$1,548 | -$1,548 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$22,480 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$12,742 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $225,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,545,418 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049704 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $215,758 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,010,197 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053802 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $136,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,465,498 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039284 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $183,995 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,569,688 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051544 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $104,622 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,476,387 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030095 | DistributionYr5Rt |
| Total Distribution | 0.224429 | TotalDistributionRt |
| Average Distribution | 0.044886 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,690,211 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $210,525 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,029 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $211,554 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $251,303 | 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 | $1,029 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,029 | SubtotalAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18 | EsPenaltyAmt |
| Overpayment | $553 | OverpaymentAmt |
| Applied To ES Tax | $553 | 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 | MEIR AND BELLA FREUND | IndividualWithBooksNm |
| Phone | 2129623362 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | 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 |
|---|---|---|---|---|---|---|---|---|
| MEIR FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BELLA FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $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 | $4,275,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $485,749 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,761,636 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,761,636 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,690,211 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $234,511 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $234,511 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,029 | TotalTaxAmt |
| Distributable Before Adj | $233,482 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $233,482 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $233,482 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,303 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $251,303 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,029 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,274 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $233,482 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $21,023 | UndistributedIncomePYAmt |
| Qualifying Distributions | $251,303 | QualifyingDistributionsAmt |
| Applied To Year1 | $21,023 | AppliedToYear1Amt |
| Applied To Current Year | $230,280 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,202 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEIR BELLA FREUND | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEIR FREUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129623362 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO RESTRICTIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY DONOR ADVISED FUND | ||||||||
| 1585 BROADWAY | NEW YORK | NY | 100368293 | N/A | ACTIVE | CHARITABLE | $75,000 | |
| CONGREGATION BORUCH YISROEL | ||||||||
| 1717 58TH STREET | BROOKLYN | NY | 112042236 | N/A | ACTIVE | CHARITABLE | $28,570 | |
| OHEL CHILDRENS HOME AND FAMILY | ||||||||
| 156 BEACH 9TH STREET | FAR ROCKAWAY | NY | 116915636 | N/A | ACTIVE | CHARITABLE | $20,000 | SERVICES INC |
| MISC ORGANIZED CHARITIES (1000) | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112101513 | N/A | ACTIVE | CHARITABLE | $18,678 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 100333299 | N/A | ACTIVE | CHARITABLE | $15,000 | |
| ALWAYS OUR KIDS | ||||||||
| 5004 AVENUE M | BROOKLYN | NY | 112343802 | N/A | ACTIVE | CHARITABLE | $13,600 | |
| TAFKID | ||||||||
| 977 EAST 17TH STREET | BROOKLYN | NY | 112303709 | N/A | ACTIVE | CHARITABLE | $11,000 | |
| OHR MEIR FOUNDATION INC | ||||||||
| 3023 AVENUE J | BROOKLYN | NY | 112103837 | N/A | ACTIVE | CHARITABLE | $10,000 | |
| YESHIVA OF NITRA RABBINICAL COLLEGE | ||||||||
| 163 RODNEY STREET | BROOKLYN | NY | 112111859 | N/A | ACTIVE | CHARITABLE | $8,600 | |
| NATIONAL CONFERENCE OF SYNAGOGUE | ||||||||
| 11 BROADWAY | NEW YORK | NY | 100041303 | N/A | ACTIVE | CHARITABLE | $7,400 | YOUTH |
| CONGREGATION KHAL SASREGEN | ||||||||
| 1253 EAST 24TH STREET | BROOKLYN | NY | 112104532 | N/A | ACTIVE | CHARITABLE | $5,675 | |
| OUR PLACE | ||||||||
| 40 WALL STREET - 60TH FL | NEW YORK | NY | 100051333 | N/A | ACTIVE | CHARITABLE | $5,000 | |
| BAYIT LEPLETOT INC | ||||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 112104513 | N/A | ACTIVE | CHARITABLE | $3,600 | |
| CAMP DORA GOLDING | ||||||||
| 5515 NEW UTRECHT AVENUE | BROOKLYN | NY | 112194630 | N/A | ACTIVE | CHARITABLE | $3,000 | |
| UNITED TALMUDICAL ACADEMY TORAH | ||||||||
| 82 LEE AVENUE | BROOKLYN | NY | 112117900 | N/A | ACTIVE | CHARITABLE | $3,000 | VYIRAH INC |
| YESHIVA TAL CHAIM | ||||||||
| 343 OCEAN PARKWAY | BROOKLYN | NY | 112184701 | N/A | ACTIVE | CHARITABLE | $2,080 | |
| CHAI LIFELINE CHILDRENS FUND INC | ||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 100014027 | N/A | ACTIVE | CHARITABLE | $2,040 | |
| FRIENDS OF UNITED HATZALAH INC | ||||||||
| 208 EAST 51ST STREET | NEW YORK | NY | 100226557 | N/A | ACTIVE | CHARITABLE | $2,000 | |
| SYNAGOGUE OF CARRIAGE CLUB SOUTH | ||||||||
| 5001 COLLINS AVENUE | MIAMI BEACH | FL | 331402741 | N/A | ACTIVE | CHARITABLE | $2,000 | |
| AHAVAS CHESED | ||||||||
| 166 HEWES STREET | BROOKLYN | NY | 112118484 | N/A | ACTIVE | CHARITABLE | $1,800 | |
| KEREN MUGEIN IMOISHEYA | ||||||||
| 5 SASEV COURT | MONROE | NY | 109505929 | N/A | ACTIVE | CHARITABLE | $1,260 | |
| AMERICAN FRIENDS OF TORAH BTZFAT | ||||||||
| 39 SHERIE COURT | LAKEWOOD | NJ | 087011574 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| AVIGDORS HELPING HAND INC | ||||||||
| 13845 78TH DRIVE | FLUSHING | NY | 113673237 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| CATSKILLS HATZALAH | ||||||||
| PO BOX 50 | MONTICELLO | NY | 127010050 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| CHAIM MEIR CAMP FUND | ||||||||
| 39 BROADWAY | NEW YORK | NY | 100063003 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| CONGREGATION BETH JOSEPH | ||||||||
| 1502 AVENUE N | BROOKLYN | NY | 112306043 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| CONGREGATION CHAKAL YITZCHOK | ||||||||
| 1462 56TH STREET | BROOKLYN | NY | 112194617 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| KEREN-OR INC | ||||||||
| 350 SEVENTH AVENUE | NEW YORK | NY | 100015013 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| MISHKAN MENACHEM | ||||||||
| 643 MONTGOMERY STREET | BROOKLYN | NY | 112253129 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| OHEL AVRAHAM | ||||||||
| 264 CLOVER HILLS DRIVE | ROCHESTER | NY | 146184170 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| SHARSHERET | ||||||||
| 10 EAST 40TH STREET | NEW YORK | NY | 100160200 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| YESHIVA IMREI YOSEF | ||||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 112194706 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| YESHIVA SHALSHELET BAIS YAAKOV | ||||||||
| 1681 42ND STREET | BROOKLYN | NY | 112041027 | N/A | ACTIVE | CHARITABLE | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $251,303 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,995 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,407 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $673 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,480 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $92,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $673 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $93,595 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MEIR BELLA FREUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,015 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $852,285 | EOYBookValueAmt |
| EOYFMV | $896,487 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| COMMON STOCK | $1,120,750 | $1,663,984 |
| PREFERRED STOCK | $66,844 | $68,718 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $687,552 | $688,368 |
| EXCHANGE TRADED FUNDS | AT COST | $179,023 | $236,072 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $11,257 | $11,257 |
| OFFICE SUPPLIES | $65 | $65 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $673 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $673 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $673 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,892 | Amt |
| Net Investment Income | $1,892 | NetInvestmentIncomeAmt |