NATHAN & LENA SEILER FAMILY FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN & LENA SEILER FAMILY FOUNDATION INC (EIN 13-3106906)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202013149349100431
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-09T10:01:40-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133701589 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY GELBEIN CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK RD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 103144119 | 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 | 133106906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE NATHAN & LENA SEILER FAMILY FDN | BusinessNameLine1Txt |
| Business Name Line2 | C/O JAY GELBEIN CPA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NATH | BusinessNameControlTxt |
| Phone | 7184941423 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK RD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA S DEITSCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7182613035 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAY GELBEIN | PreparerPersonNm |
| PTIN | P00598433 | PTIN |
| Phone | 7184941423 | PhoneNum |
| Preparation | 2020-11-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.113.5.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-09 | IPDt |
| IP Tm | 10:01:40 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EEDEFD8F2C9DD6BBA4E16CC807B89190C38C6E6A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EEDEFD8F2C9DD6BBA4E16CC807B89190C38C6E6A | 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 | $3,418,593 | 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 |
| Dividends Rev And Expnss | $27,839 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,839 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $405,653 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,715 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $153,741 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $153,741 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $153,741 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $215,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,295 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $153,741 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $300 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $300 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,700 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $275 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $27,662 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $27,662 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,937 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $38,937 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,188 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,188 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $400,125 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $38,937 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $361,188 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$184,830 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $153,741 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $161,228 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $20,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $20,476 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $872,118 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,165,361 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,602,952 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,200,582 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,211,499 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,795,165 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,233,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,397,336 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,418,593 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,507,251 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,507,251 | CapitalStockEOYAmt |
| Retained Earning BOY | -$1,273,323 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$1,109,915 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,233,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,397,336 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,233,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,397,336 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,233,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$184,830 | ExcessRevenueOverExpensesAmt |
| Other Increases | $348,238 | OtherIncreasesAmt |
| Subtotal | $2,397,336 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,397,336 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| NEUBERGER BERMAN | P | $134,109 | $153,257 | -$19,148 | -$19,148 |
| NEUBERGER BERMAN | P | $271,544 | $218,681 | $52,863 | $52,863 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,715 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $262,890 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,710,886 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.096976 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,512 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,047,346 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.151119 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $658,960 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,551,678 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.185535 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $509,160 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,951,365 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.128857 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $574,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,426,099 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.129708 | DistributionYr5Rt |
| Total Distribution | 0.692195 | TotalDistributionRt |
| Average Distribution | 0.138439 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,431,205 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $475,013 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,764 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $476,777 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $361,188 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,527 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,527 | SubtotalAmt |
| Tax Based On Investment Income | $3,527 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $134 | EsPenaltyAmt |
| Tax Due | $3,661 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY GELBEIN & COMPANY CPA FIRM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7184941423 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1212 WILLOWBROOK ROAD | AddressLine1Txt |
| City | STATEN ISLAND | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10314 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| GLORIA S DEITSCH | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| BETTY COHEN WAGNER | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | SECRETARY | 5.00 | $0 | $0 | $0 |
| MARK ELENKO | ||||||||
| C/O LORI KAPLAN - 21 WILLETT AVENUE | PORT CHESTER | NY | 10573 | TREASURER/VP | 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 | $1,333,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $355,264 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,795,165 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,483,457 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,483,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,252 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,431,205 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $171,560 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $171,560 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,527 | TotalTaxAmt |
| Distributable Before Adj | $168,033 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $168,033 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $168,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $361,188 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $361,188 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $361,188 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,033 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $358,771 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $315,236 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $481,456 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $308,511 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,346 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,591,320 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $361,188 | QualifyingDistributionsAmt |
| Applied To Current Year | $168,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $193,155 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,784,475 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $358,771 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,425,704 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $315,236 | ExcessFromYear4Amt |
| Excess From Year3 | $481,456 | ExcessFromYear3Amt |
| Excess From Year2 | $308,511 | ExcessFromYear2Amt |
| Excess From Year1 | $127,346 | ExcessFromYear1Amt |
| Excess From Current Year | $193,155 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MESIVTA SHAREI ARAZIM | |||||||
| 201 ROUTE 306 | MONSEY | NY | 10952 | N/A | N/A | TAX EXEMPT PURPOSE | $10,100 |
| CHOFETZ CHAIM HERITAGE FOUNDATION | |||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | N/A | N/A | TAX EXEMPT PURPOSE | $5,000 |
| AMERICAN COMMITTEE FOR AHAVAS TORAH | |||||||
| 1484 EAST 17TH STREET | BROOKLYN | NY | 11230 | N/A | N/A | TAX EXEMPT PURPOSE | $20,650 |
| ASHIRA | |||||||
| 56 DAKOTA STREET | PASSAIC | NJ | 070553332 | N/A | N/A | TAX EXEMPT PURPOSE | $10,000 |
| YESHIVAH ZICHRON PALTIEL | |||||||
| 240 WOODLAND AVENUE | STATEN ISLAND | NY | 10314 | N/A | N/A | TAX EXEMPT PURPOSE | $5,000 |
| JEP | |||||||
| 192 EAST BOSTON POST ROAD | MAMARONECK | NY | 10543 | N/A | N/A | TAX EXEMPT PURPOSE | $1,800 |
| YAD ELIEZER | |||||||
| 410GLEN ROAD | JACKSON | NJ | 08527 | N/A | N/A | TAX EXEMPT PURPOSE | $2,660 |
| LAHAV | |||||||
| 616 CORPORATE WAY SUITE2 | VALLEY COTAGE | NY | 10989 | N/A | N/A | TAX EXEMPT PURPOSE | $10,000 |
| MISHMERES HASHALOM | |||||||
| 8 ELYON ROAD | MONSEY | NY | 10952 | N/A | N/A | TAX EXEMPT PURPOSE | $6,800 |
| YESHIVA TIFERES TORAH OF BOCA | |||||||
| 7200 PALMETTO CIRCLE NORT | BOCA RATON | FL | 33433 | N/A | N/A | TAX EXEMPT PURPOSE | $5,500 |
| FOXMAN TORAH INSTITUTE | |||||||
| 31 MAPLE AVENUE | CHERRY HILL | NJ | 08002 | N/A | N/A | TAX EXEMPT PURPOSE | $6,600 |
| YESHIVA INSTITUTE DIVREI SHMUEL | |||||||
| 2 PHYLLIS TERRACE | MONSEY | NY | 10952 | N/A | N/A | TAX EXEMPT PURPOSE | $6,000 |
| YESHIVA OHR CHANOCH | |||||||
| 8906 W PICO BLVD | LOS ANGELES | CA | 90035 | N/A | N/A | TAX EXEMPT PURPOSE | $5,300 |
| THE INNOCENCE PROJECT INC | |||||||
| 40 WORTH STREET SUITE 701 | NEW YORK | NY | 10013 | N/A | N/A | TAX EXEMPT PURPOSE | $15,000 |
| FOOD FOR FREE COMMITTEE | |||||||
| 11 INMAN STREET | CAMBRIDGE | MA | 02139 | N/A | N/A | TAX EXEMPT PURPOSE | $10,000 |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY 7TH FLOOR | NEW YORK | NY | 10012 | N/A | N/A | TAX EXEMPT PURPOSE | $75,000 |
| MORE THAN WORDS | |||||||
| 56 FELTON STREET | WALTHAM | MA | 02453 | N/A | N/A | TAX EXEMPT PURPOSE | $20,000 |
| BOOKS FOR AFRICA | |||||||
| 370 SELBY AVENUE STE 305 | SAINT PAUL | MN | 55102 | N/A | N/A | TAX EXEMPT PURPOSE | $20,000 |
| THE BRATTLE FILM FOUNDATION | |||||||
| 40 BRATTLE ST2 | CAMBRIDGE | MA | 02138 | N/A | N/A | TAX EXEMPT PURPOSE | $10,000 |
| THE PETER WESTBROOK FOUNDATION | |||||||
| 229 W 28TH STREET | NEW YORK | NY | 10001 | N/A | N/A | TAX EXEMPT PURPOSE | $80,000 |
| THE RED ROVER RELIEF | |||||||
| PO BOX 188890 | SACRAMENTO | CA | 95818 | N/A | N/A | TAX EXEMPT PURPOSE | $20,000 |
| MESIVTA OF LAS VEGAS | |||||||
| 2600 LAKE SAHARA DR | LAS VEGAS | NV | 89117 | N/A | N/A | TAX EXEMPT PURPOSE | $5,278 |
| TEXAS TORAH INSTITUTE | |||||||
| 6506 FRANKFORD | DALLAS | TX | 75252 | N/A | N/A | TAX EXEMPT PURPOSE | $5,500 |
| MISSOURI TORAH INSTITUTE | |||||||
| 1809 CLARKSON RD | CHESTERFIELD | MO | 63017 | N/A | N/A | TAX EXEMPT PURPOSE | $2,000 |
| RSA | |||||||
| 23855 LAWRENCE | CENTER LINE | MI | 48015 | N/A | N/A | TAX EXEMPT PURPOSE | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,188 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $27,839 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $33,715 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (20 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| TEG RUNAWAY BAY | $890 |
| TEG RIVER CLUB | -$2,519 |
| TEG RIDGEWOOD | $932 |
| TEG REGENCY INVESTOR | -$33,867 |
| TEG MT PLEASANT | -$2,834 |
| TEG MOUNTAIN LODGE | -$4,734 |
| TEG JASMINE | -$9,899 |
| TEG GLEN OAKS EAST | $370 |
| TEG CM INVESTOR | -$2,121 |
| TEG CENTRAL PARK | $2,100 |
| TEG CENTRAL INVESTOR | -$1,657 |
| TEG ASPEN LAKES | $1,404 |
| TEG AQ2 | -$1,579 |
| TEG 43 NORTH | $874 |
| SECTION 1231/1250 GAIN | $216,137 |
| RP HAMPTON CENTER | -$2,975 |
| FORM K-1'S | -$3,664 |
| TEG STONE CREST LLC | -$5,607 |
| TEG STONE RIDGE LLC | $3,545 |
| TEG THE VALLEY LLC | -$1,055 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $215,295 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,295 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $10,700 | Amt |
| Net Investment Income | $10,700 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE SECURITIES | StockNm |
| EOY Book Value | $1,165,361 | EOYBookValueAmt |
| EOYFMV | $1,602,952 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | REAL ESTATE INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,211,499 | BookValueAmt |
| EOYFMV | $1,795,165 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $300 | LegalFeesAmt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT ADVISORY FEES | $18,112 | $18,112 |
| POSTAGE & DELIVERY | $50 | $50 |
| ADMINISTRATIVE EXPENSES | $9,500 | $9,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TEG RUNAWAY BAY | $890 | $890 | $890 |
| TEG RIVER CLUB | -$2,519 | -$2,519 | -$2,519 |
| TEG RIDGEWOOD | $932 | $932 | $932 |
| TEG REGENCY INVESTOR | -$33,867 | -$33,867 | -$33,867 |
| TEG MT PLEASANT | -$2,834 | -$2,834 | -$2,834 |
| TEG MOUNTAIN LODGE | -$4,734 | -$4,734 | -$4,734 |
| TEG JASMINE | -$9,899 | -$9,899 | -$9,899 |
| TEG GLEN OAKS EAST | $370 | $370 | $370 |
| TEG CM INVESTOR | -$2,121 | -$2,121 | -$2,121 |
| TEG CENTRAL PARK | $2,100 | $2,100 | $2,100 |
| TEG CENTRAL INVESTOR | -$1,657 | -$1,657 | -$1,657 |
| TEG ASPEN LAKES | $1,404 | $1,404 | $1,404 |
| TEG AQ2 | -$1,579 | -$1,579 | -$1,579 |
| TEG 43 NORTH | $874 | $874 | $874 |
| SECTION 1231/1250 GAIN | $216,137 | $216,137 | $216,137 |
| RP HAMPTON CENTER | -$2,975 | -$2,975 | -$2,975 |
| FORM K-1'S | -$3,664 | -$3,664 | -$3,664 |
| TEG STONE CREST LLC | -$5,607 | -$5,607 | -$5,607 |
| TEG STONE RIDGE LLC | $3,545 | $3,545 | $3,545 |
| TEG THE VALLEY LLC | -$1,055 | -$1,055 | -$1,055 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DISTRIBUTIONS RECEIVED | Desc |
| Amt | $348,238 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| US TREASURY | ||
| NYS TAXES | $275 | $275 |