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FREUND FAM FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
FREUND FAM FOUNDATION (EIN 20-0000450)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-11-14
IRS object ID
201903189349103545
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-11-14T16:31:38-06:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133747570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WEISS & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line118 EAST 41ST STREETAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP100176270ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN200000450EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FREUND FAMILY FOUNDATION THEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlFREUBusinessNameControlTxt
Phone2129623362PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11382 EAST 23RD STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112105113ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMEIR FREUNDPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone2129623362PhoneNum
Signature2019-11-14SignatureDt

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonABRAHAM WEISSPreparerPersonNm
PTINP00020893PTIN
Phone2123023400PhoneNum
Preparation2019-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.125.23.82IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-11-14IPDt
IP Tm16:31:38IPTm
IP TimezoneCSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionCreationDeviceId
At Submission Filing Device IdAD8F8E61B96E06714140881D02F8B8317C19DC3DAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,494,173FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$250,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$22,541InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17,874InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$22,541InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$81,353DividendsRevAndExpnssAmt
Dividends Net Invst Incm$81,345DividendsNetInvstIncmAmt
Dividends Adj Net Incm$81,353DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$77,360NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,092,365GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$77,360CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,278OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,278OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$1,278OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$432,532TotalRevAndExpnssAmt
Total Net Invst Incm$177,857TotalNetInvstIncmAmt
Total Adj Net Incm$105,172TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$4,320AccountingFeesRevAndExpnssAmt
Taxes Rev And Expnss$346TaxesRevAndExpnssAmt
Taxes Net Invst Incm$346TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$21,052OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$21,052OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$25,718TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,398TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$227,490ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$227,490ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$253,208TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,398TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$227,490TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$179,324ExcessRevenueOverExpensesAmt
Net Investment Income$156,459NetInvestmentIncomeAmt
Adjusted Net Income$105,172AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$627,648CashBOYAmt
Cash EOY$323,680CashEOYAmt
Cash EOYFMV$323,680CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,340,000SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$571,758SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$571,758SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$5,000USGovernmentObligationsBOYAmt
US Government Obligations EOY$733,476USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$739,630USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,203,967CorporateStockBOYAmt
Corporate Stock EOY$1,104,427CorporateStockEOYAmt
Corporate Stock EOYFMV$1,293,803CorporateStockEOYFMVAmt
Corporate Bonds BOY$606,345CorporateBondsBOYAmt
Corporate Bonds EOY$605,528CorporateBondsEOYAmt
Corporate Bonds EOYFMV$575,026CorporateBondsEOYFMVAmt
Other Investments BOY$371,091OtherInvestmentsBOYAmt
Other Investments EOY$994,506OtherInvestmentsEOYAmt
Other Investments EOYFMV$990,276OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,154,051TotalAssetsBOYAmt
Total Assets EOY$4,333,375TotalAssetsEOYAmt
Total Assets EOYFMV$4,494,173TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$4,154,051RetainedEarningBOYAmt
Retained Earning EOY$4,333,375RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,154,051TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,333,375TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,154,051TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,333,375TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,154,051TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$179,324ExcessRevenueOverExpensesAmt
Subtotal$4,333,375SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,333,375TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
MORGAN STANLEY 097398P2018-01-012018-12-31$636,275$652,457-$16,182-$16,182
MORGAN STANLEY 097398P2016-01-012018-12-31$411,581$316,970$94,611$94,611
NEW YORK NY BEP2011-06-302018-10-01$5,000$5,000
UNITED STATES OIL FUNDP2018-01-312018-03-22$39,497$40,578-$1,081-$1,081
FieldValueIRS element (for citing)
Capital Gain Net Income$77,360CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$215,758AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,010,197NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.053802DistributionYr1Rt
Adjusted Qlfy Distri Yr2$136,139AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,465,498NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.039284DistributionYr2Rt
Adjusted Qlfy Distri Yr3$183,995AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$3,569,688NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.051544DistributionYr3Rt
Adjusted Qlfy Distri Yr4$104,622AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,476,387NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030095DistributionYr4Rt
Adjusted Qlfy Distri Yr5$113,515AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,844,085NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.039913DistributionYr5Rt
Total Distribution0.214638TotalDistributionRt
Average Distribution0.042928AverageDistributionRt
Net Vl Noncharitable Assets$4,545,418NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$195,126AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,565NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$196,691AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$227,490QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,565InvestmentIncomeExciseTaxAmt
Subtotal$1,565SubtotalAmt
Tax Based On Investment Income$1,565TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,523EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,523TotalPaymentsAndCreditsAmt
Tax Due$42TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksMEIR AND BELLA FREUNDIndividualWithBooksNm
Phone2129623362PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11382 EAST 23RD STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112105113ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
MEIR FREUND
1382 EAST 23RD STREETBROOKLYNNY112105113TRUSTEE1.00$0$0$0
BELLA FREUND
1382 EAST 23RD STREETBROOKLYNNY112105113TRUSTEE1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,658,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$956,226AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,614,638TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,614,638AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$69,220CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,545,418NetVlNoncharitableAssetsAmt
Minimum Investment Return$227,271MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$227,271MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,565TaxBasedOnInvestmentIncomeAmt
Total Tax$1,565TotalTaxAmt
Distributable Before Adj$225,706DistributableBeforeAdjAmt
Distributable Before Ded$225,706DistributableBeforeDedAmt
Distributable As Adjusted$225,706DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$227,490ExpensesAndContributionsAmt
Qualifying Distributions$227,490QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,565PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$225,925AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$225,706DistributableAsAdjustedAmt
Undistributed Income PY$22,807UndistributedIncomePYAmt
Qualifying Distributions$227,490QualifyingDistributionsAmt
Applied To Year1$22,807AppliedToYear1Amt
Applied To Current Year$204,683AppliedToCurrentYearAmt
Undistributed Income CY$21,023UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerMEIR BELLA FREUNDContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonMEIR FREUNDRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11832 EAST 23RD STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112105113ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2129623362RecipientPhoneNum
Form And Info And MaterialsNO RESTRICTIONSFormAndInfoAndMaterialsTxt
Submission DeadlinesNO RESTRICTIONSSubmissionDeadlinesTxt
Restrictions On AwardsNO RESTRICTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtBusiness Name Line2RecipientBusinessName/BusinessNameLine2Txt
MISC ORGANIZED CHARITIES (1000)
1382 EAST 23RD STREETBROOKLYNNY112101513N/AACTIVECHARITABLE$74,023
YESHIVA UNIVERSITY
500 WEST 185TH STREETNEW YORKNY100333299N/AACTIVECHARITABLE$23,000
OHEL CHILDRENS HOME AND FAMILY
156 BEACH 9TH STREETFAR ROCKAWAYNY116915636N/AACTIVECHARITABLE$20,000SERVICES INC
KOLLEL OHR VCHAIM L'YISROEL INC
920 46TH STREETBROOKLYNNY112192331N/AACTIVECHARITABLE$18,180
CONGREGATION BORUCH YISROEL
1717 58TH STREETBROOKLYNNY112042236N/AACTIVECHARITABLE$15,820
CONGREGATION KHAL SASREGEN
1253 EAST 24TH STREETBROOKLYNNY112104532N/AACTIVECHARITABLE$14,929
TAFKID
977 EAST 17TH STREETBROOKLYNNY112303709N/AACTIVECHARITABLE$11,000
OHR MEIR FOUNDATION INC
3023 AVENUE JBROOKLYNNY112103837N/AACTIVECHARITABLE$10,000
CAMP DORA GOLDING
5515 NEW UTRECHT AVENUEBROOKLYNNY112194630N/AACTIVECHARITABLE$8,000
CONGREGATION MIKDASH DOVID INC
10 WAVERLY PLACEMONSEYNY109522537N/AACTIVECHARITABLE$5,400
YESHIVA OF NITRA RABBINICAL COLLEGE
163 RODNEY STREETBROOKLYNNY112111859N/AACTIVECHARITABLE$4,000
ALWAYS OUR KIDS
5004 AVENUE MBROOKLYNNY112343802N/AACTIVECHARITABLE$3,800
AMERICAN FRIENDS OF SHALVA ISRAEL
315 FIFTH AVENUENEW YORKNY100166510N/AACTIVECHARITABLE$3,000
SYNAGOGUE OF CARRIAGE CLUB SOUTH
5001 COLLINS AVENUEMIAMI BEACHFL331402741N/AACTIVECHARITABLE$2,314
BAYIT LEPLETOT INC
1362 EAST 21ST STREETBROOKLYNNY112104513N/AACTIVECHARITABLE$1,800
KINGS BAY YM-YWHA INC
3495 NOSTRAND AVENUEBROOKLYNNY112195131N/AACTIVECHARITABLE$1,800
FRIENDS OD UNITED HATZALAH INC
208 EAST 51ST STREETNEW YORKNY100226557N/AACTIVECHARITABLE$1,750
CHAI LIFELINE CHILDRENS FUND INC
151 WEST 30TH STREETNEW YORKNY100014027N/AACTIVECHARITABLE$1,540
YESHIVA TAL CHAIM
343 OCEAN PARKWAYBROOKLYNNY112184701N/AACTIVECHARITABLE$1,080
CONGREGATION ANSHEI HORIM
23 BEECHNUT DRIVEFALLSBURGNY127797003N/AACTIVECHARITABLE$1,054
CATSKILLS HATZALAH
PO BOX 50MONTICELLONY127010050N/AACTIVECHARITABLE$1,000
YESHIVA IMREI YOSEF
5801 15TH AVENUEBROOKLYNNY112194706N/AACTIVECHARITABLE$1,000
AMERICAN FRIENDS OF TORAH BTZFAT
39 SHERIE COURTLAKEWOODNJ087011574N/AACTIVECHARITABLE$1,000
CONGREGATION CHAKAL YITZCHOK
1462 56TH STREETBROOKLYNNY112194617N/AACTIVECHARITABLE$1,000
YESHIVA GEDOLAH OF WATERBURY
359 COOKE STREETWATERBURYCT067101728N/AACTIVECHARITABLE$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$227,490TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$22,541ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$81,345ExclusionAmt
Related Or Exempt Function Incm$8RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,278ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$77,348ExclusionAmt
Related Or Exempt Function Incm$12RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$182,512ExclusionAmt
Related Or Exempt Function Incm$20RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$182,532TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonMEIR BELLA FREUNDContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11382 EAST 23RD STREETAddressLine1Txt
CityBROOKLYNCityNm
State AbbreviationNYStateAbbreviationCd
ZIP112105113ZIPCd
FieldValueIRS element (for citing)
Total Contributions$250,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$4,320Amt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$605,528EOYBookValueAmt
EOYFMV$575,026EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCK$1,037,583$1,227,052
PREFERRED STOCK$66,844$66,751

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
MUTUAL FUNDSAT COST$745,388$745,452
EXCHANGE TRADED FUNDSAT COST$249,118$244,824

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT EXPENSES$20,954$20,954
OFFICE SUPPLIES$98$98

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescUNITED STATES OIL FUNDDesc
Revenue And Expenses Per Books$1,278RevenueAndExpensesPerBooksAmt
Net Investment Income$1,278NetInvestmentIncomeAmt
Adjusted Net Income$1,278AdjustedNetIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
TAXES$250$250
FOREIGN TAX PAID$96$96