JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization: JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
Tax period: 2018-01-01 to 2018-12-31
Filed: 2019-11-15
IRS object ID: 201943199349101539
Schema version: 2018v3.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Legal Fees Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Liabilities Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2019-11-15T09:59:06-06:00	ReturnTs
Tax Period End	2018-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270120069	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD STE 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2018-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	650710609	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JACOB & ANITA PENZER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JACO	BusinessNameControlTxt
Phone	5163752190	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O R PENZER 81 HARBORVIEW WEST	AddressLine1Txt
City	LAWRENCE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	115591911	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD PENZER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5163752190	PhoneNum
Signature	2019-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	WILLIAM A VOGEL	PreparerPersonNm
PTIN	P00209076	PTIN
Phone	5164835800	PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	96.56.140.54	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2019-11-14	IPDt
IP Tm	14:53:01	IPTm
IP Timezone	ES	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	6BD08B45618F791D391241FC1FD8A754BBA31A6A	AtSubmissionCreationDeviceId
At Submission Filing Device Id	0E41BE0130549145995F456B01E6CD43A8754829	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2018	TaxYr
Build TS	2020-03-31 21:24:44Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$27,689,008	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	$3,700,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$343,939	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$343,939	InterestOnSavNetInvstIncmAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,043,939	TotalRevAndExpnssAmt
Total Net Invst Incm	$343,939	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$709,216	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$709,216	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$129,122	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$129,122	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$21,732	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$0	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$21,732	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$502,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$797	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$36,319	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$0	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$36,319	OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$27,747	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$27,747	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$109,105	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$93,412	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$15,693	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,536,038	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$93,412	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$939,829	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$689,136	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$689,136	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$2,225,174	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$93,412	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,628,965	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$1,818,765	ExcessRevenueOverExpensesAmt
Net Investment Income	$250,527	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$18,378,796	CashBOYAmt
Cash EOY	$19,480,152	CashEOYAmt
Cash EOYFMV	$19,480,152	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$65,000	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$65,000	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$65,000	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$65,000	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$6,000,098	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$6,103,170	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$6,103,170	USGovtObligationsEOYFMVAmt
Other Investments BOY	$27,580,514	OtherInvestmentsBOYAmt
Other Investments EOY	$2,038,693	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,038,693	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$10,506	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,513	LandBldgEquipAccumDeprecAmt
Land BOY	$2,790	LandBOYAmt
Land EOY	$1,993	LandEOYAmt
Land EOYFMV	$1,993	LandEOYFMVAmt
Total Assets BOY	$52,027,198	TotalAssetsBOYAmt
Total Assets EOY	$27,689,008	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,689,008	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$5,383	AccountsPayableBOYAmt
Accounts Payable EOY	$36,933	AccountsPayableEOYAmt
Other Liabilities BOY	$0	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$123,328	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$5,383	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$160,261	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$52,021,815	UnrestrictedBOYAmt
Unrestricted EOY	$27,528,747	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$52,021,815	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$27,528,747	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$52,027,198	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$27,689,008	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$52,021,815	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$1,818,765	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$53,840,580	SubtotalAmt
Other Decreases	$26,311,833	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$27,528,747	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$793,661	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$19,361,670	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.040991	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$18,902	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$5,011,790	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.003772	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$8,838	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,676	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	1.890077	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$1,146	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,734	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.242079	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$987	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$5,003	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.197282	DistributionYr5Rt
Total Distribution	2.374201	TotalDistributionRt
Average Distribution	0.474840	AverageDistributionRt
Net Vl Noncharitable Assets	$24,375,441	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$11,574,434	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$2,505	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$11,576,939	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$1,628,965	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$5,011	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$5,011	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$5,011	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,118	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$10,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$13,118	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$0	EsPenaltyAmt
Overpayment	$8,107	OverpaymentAmt
Applied To ES Tax	$8,107	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RICHARD PENZER	IndividualWithBooksNm
Phone	5163752190	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	81 HARBORVIEW WEST	AddressLine1Txt
City	LAWRENCE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11559	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	Yes (1)	BusinessHoldingsInd
Excess Business Holdings	0	ExcessBusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 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
ANITA PENZER
16882 RIVER BIRCH CIRCLE	DELRAY BEACH	FL	334457055	VICE PRES / DIRECTOR	0.00	$0	$0	$0
MICHAEL PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES /TREASURER/ ASS'	1.00	$6,330	$0	$0
ARIEL PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES / DIRECTOR	7.00	$47,386	$0	$0
RICHARD PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	PRESIDENT / DIRECTOR	40.00	$289,000	$0	$0
JACKI PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES /SECRETARY /DIRE	40.00	$289,500	$0	$0
JACOB PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES / DIRECTOR	10.50	$77,000	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
ELIE HECHT
C/O LIFE 112 SPRUCE STREET	CEDARHURST	NY	11516	LEGAL	$99,000
COZEN O'CONNOR LLP
277 PARK AVE 20TH FL	NEW YORK	NY	10172	LEGAL	$26,402

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$6,193,111	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$16,882,966	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,670,564	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$24,746,641	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$24,746,641	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$371,200	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$24,375,441	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,218,772	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,218,772	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$5,011	TaxBasedOnInvestmentIncomeAmt
Total Tax	$5,011	TotalTaxAmt
Distributable Before Adj	$1,213,761	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,213,761	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,213,761	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,628,965	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,628,965	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$1,628,965	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,213,761	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr1	$115,196	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$115,196	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,628,965	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,213,761	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$415,204	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$530,400	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$530,400	ExcessDistriCyovToNextYrAmt
Excess From Year1	$115,196	ExcessFromYear1Amt
Excess From Current Year	$415,204	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (84 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientForeignAddress/AddressLine1Txt	CityRecipientForeignAddress/CityNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd
AGUDAH OF THE FIVE TOWNS
508 PENINSULA BLVD	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$5,000
AGUDAH OF WEST LAWRENCE
631 LANETT AVENUE	FAR ROCKAWAY	NY	11691	NONE	501(C)(3)	GENERAL	$11,500
AIPAC
PO BOX 4491	NEW YORK	NY	10163	NONE	501(C)(3)	GENERAL	$35
AISH KODESH
PO BOX 361	WOODMERE	NY	11598	NONE	501(C)(3)	GENERAL	$600
ALZHEIMER'S DISEASE & RELATED D
360 LEXINGTON AVENUE 3RD FLOOR	NEW YORK	NY	10017	NONE	501(C)(3)	GENERAL	$18
AMERICA-ISRAEL CULTURAL FOUNDAT
1140 BROADWAY SUITE 304	NEW YORK	NY	10001	NONE	501(C)(3)	GENERAL	$180
AMERICAN SOC
C/O R PENZER 81 HARBORVIEW WEST	CEDARHURST	NY	11559	NONE	501(C)(3)	GENERAL	$123
ANN STORCK CENTER
1790 SW 43RD WAY	FORT LAUDERDALE	FL	33317	NONE	501(C)(3)	GENERAL	$300
ASPCA
424 E 92ND ST	NEW YORK	NY	10128	NONE	501(C)(3)	GENERAL	$18
AT RISK COMMUNITY SERVICES
112 SPRUCE ST	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$313,652
AWOM
3 N FEDERAL HWY	DANIA BEACH	FL	33004	NONE	501(C)(3)	GENERAL	$6,850
BRANDEIS
25 FROST LN	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$74,500
CHABAD HOUSE ON WHEELS
THE PALM COURT 309 23RD ST	MIAMI BEACH	FL	33139	NONE	501(C)(3)	GENERAL	$500
FAIRCHILD TROPICAL BOTANIC GARD
10901 OLD CUTLER RD	CORAL GABLES	FL	33156	NONE	501(C)(3)	GENERAL	$5,000
FRIENDS OF IDF
PO BOX 4224	NEW YORK	NY	10163	NONE	501(C)(3)	GENERAL	$1,680
FUEL FOR TRUTH
633 3RD AVE	NEW YORK	NY	10017	NONE	501(C)(3)	GENERAL	$28
HERITAGE HOUSE
				NONE	501(C)(3)	GENERAL	$3,500	7 HAMALAKH STREET JEWISH QUARTER	OLD CITY JERUSALEM	IS
JACKSON HOUSES RESIDENT'S ASSOC
765 COURTLAND AVE	BRONX	NY	10451	NONE	501(C)(3)	GENERAL	$9,450
JFUNDERS
150 WEST 30TH ST SUITE 900	NEW YORK	NY	10001	NONE	501(C)(3)	GENERAL	$1,459
LITTLE LIGHTHOUSE FOUNDATION
100 N BISCAYNE BLVD SUITE 1607	MIAMI	FL	33132	NONE	501(C)(3)	GENERAL	$912
LONG ISLAND TAX ANGELS
105 MAXESS RD	MELVILLE	NY	11747	NONE	501(C)(3)	GENERAL	$100,000
NFAA ARTS
2100 BISCAYNE BOULEVARD	MIAMI	FL	33137	NONE	501(C)(3)	GENERAL	$15,000
ONE TABLE NONPROFIT
79 MADISON AVENUE	NEW YORK	NY	10016	NONE	501(C)(3)	GENERAL	$150
PARKSIDE RESIDENT ASSOCIATION
671 ARNOW AVE	BRONX	NY	10467	NONE	501(C)(3)	GENERAL	$3,000
PUBLIC HOUSING COMMUNITIES INC
466 BERGEN ST	BROOKLYN	NY	11217	NONE	501(C)(3)	GENERAL	$3,333
RED HOOK WEST RESIDENT ASSOC
55 DWIGHT ST	BROOKLYN	NY	11231	NONE	501(C)(3)	GENERAL	$7,750
SHABBATNESS
236 E 82ND ST 2D	NEW YORK	NY	10028	NONE	501(C)(3)	GENERAL	$1,050
THE BASS MUSEUM
2100 COLLINS AVE	MIAMI BEACH	FL	33139	NONE	501(C)(3)	GENERAL	$20,750
UJA FEDERATION
130 E 59TH ST	NEW YORK	NY	10022	NONE	501(C)(3)	GENERAL	$4,740
VIBE ISRAEL
				NONE	501(C)(3)	GENERAL	$648	BE ALL 7TH FLOOR YIGAL ALON 94	TEL AVIV	IS	6789155
VIZCAYA MUSEUM AND GARDENS
3251 S MIAMI AVE	MIAMI	FL	33129	NONE	501(C)(3)	GENERAL	$18,880
YAGDIL TORAH
980 RAILROAD AVE	WOODMERE	NY	11598	NONE	501(C)(3)	GENERAL	$1,000
YESHIVA FAR ROCKAWAY
802 HICKSVILLE ROAD	FAR ROCKAWAY	NY	11691	NONE	501(C)(3)	GENERAL	$1,000
HAFTR
635 CENTRAL AVE 2308	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$7,200
BROWNSTONE
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$35
MCH FOUNDATION
				NONE	501(C)(3)	GENERAL	$4,100	1001 DECARIE BLVD MONTREAL	MONTREAL	CA	H4A 3J1
CASKEY TORAH ACADEMY OF GREATER PA
742 ARGYLE RD	WYNNEWOOD	PA	19096	NONE	501(C)(3)	GENERAL	$5,000
MIR YESHIVA
1791 OCEAN PKWY	BROOKLYN	NY	11223	NONE	501(C)(3)	GENERAL	$750
RESHAPING OUR YOUTH AND ADULT LIVES
1330 E 100TH ST STE 2	BROOKLYN	NY	11236	NONE	501(C)(3)	GENERAL	$3,175
BEST FRIENDS ANIMAL SOCIETY
307 W BROADWAY	NEW YORK	NY	10013	NONE	501(C)(3)	GENERAL	$50
MESIVTHA TIFERETH JERUSALEM
145 E BROADWAY	NEW YORK	NY	10002	NONE	501(C)(3)	GENERAL	$1,000
NASCK
85-18 117TH S	RICHMOND HILL	NY	11418	NONE	501(C)(3)	GENERAL	$2,000
ARC OF SOUTH FLORIDA
15280 NW 79TH CT SUITE 251	HIALEAH	FL	33016	NONE	501(C)(3)	GENERAL	$600
BIG DOG RANCH RESCUE
14444 OKEECHOBEE BLVD	LOZAHATCHEE	FL	33470	NONE	501(C)(3)	GENERAL	$2,000
DIABETES RESEARCH INSTITUTE FDN
200 S PARK ROAD SUITE 100	HOLLYWOOD	FL	33021	NONE	501(C)(3)	GENERAL	$15,000
SOUTH BRONX CHARITY
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$364
AMERICAN FOUNDATION
4518 NORTH 32ND STREET	PHOENIX	AZ	85018	NONE	501(C)(3)	GENERAL	$50
BLUE MISSION
5701 SUNSET DR 128	SO MIAMI	FL	33143	NONE	501(C)(3)	GENERAL	$6,608
SUNRISE ASSOCIATION
15 NEIL CT	OCEANSIDE	NY	11572	NONE	501(C)(3)	GENERAL	$103
CHILDREN'S MIRACLE NETWORK
205 WEST 700	SO SALT LAKE CITY	UT	84101	NONE	501(C)(3)	GENERAL	$32
JEWISH MUSEUM OF FLORIDA
301 WASHINGTON AVE	MIAMI BEACH	FL	33139	NONE	501(C)(3)	GENERAL	$5,000
FORBES NONPROFIT COUNCIL
745 ATLANTIC AVE	BOSTON	MA	02110	NONE	501(C)(3)	GENERAL	$850
GETTING OUT AND STAYING OUT
75 E 116TH ST	NEW YORK	NY	10029	NONE	501(C)(3)	GENERAL	$155
SURFERS HEALING
PO BOX 1267	SAN JUAN CAPISTRANO	CA	92693	NONE	501(C)(3)	GENERAL	$500
JEWISH EXECUTIVE LEADERSHIP
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$180
YJP - YOUNG JEWISH PROFESSIONAL
107 E 16TH ST	NEW YORK	NY	10003	NONE	501(C)(3)	GENERAL	$2,751
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW 700	WASHINGTON	DC	20036	NONE	501(C)(3)	GENERAL	$18
AIM HATCHFUND
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$302
STUPID CANCER
40 WORTH ST	NEW YORK	NY	10013	NONE	501(C)(3)	GENERAL	$500
NATIONAL HISTORY MUSEUM LA
900 W EXPOSITION BLVD	LOS ANGELES	CA	90007	NONE	501(C)(3)	GENERAL	$34
RONALD MCDONALD HOUSE
110 NORTH CARPENTER STREET	CHICAGO	IL	60607	NONE	501(C)(3)	GENERAL	$400
NATIONAL REALTY CLUB
228 PARK AVE S 36611	NEW YORK	NY	10003	NONE	501(C)(6)	GENERAL	$100
DONORS CHOOSE
PO BOX 7247	PHILADELPHIA	PA	19170	NONE	501(C)(3)	GENERAL	$60
BREAST CANCER RESEARCH FOUNDATION
28 W 44TH ST 609	NEW YORK	NY	10036	NONE	501(C)(3)	GENERAL	$280
FIU FOUNDATION INC
11200 SW 8TH STREET	MIAMI	FL	33199	NONE	501(C)(3)	GENERAL	$299
CHIP
5 HANOVER SQUARE SUITE 1605	NEW YORK	NY	10004	NONE	501(C)(3)	GENERAL	$212
GLOBAL GIVING
1110 VERMONT AVE NW STE 550	WASHINGTON	DC	20005	NONE	501(C)(3)	GENERAL	$58
LA-VATE
8570 WILSHIRE BLDV 210	BEVERLY HILLS	CA	90211	NONE	501(C)(3)	GENERAL	$5,400
WOMEN OF TOMORROW
8400 NW 36TH STREET SUITE 450	DORAL	FL	33166	NONE	501(C)(3)	GENERAL	$425
ELIPHANTE
9400 E CORNVILLE RD SUITE 971	CORNVILLE	AZ	86325	NONE	501(C)(3)	GENERAL	$100
TEAM FRIENDSHIP
816 EASTERN PKWY	BROOKLYN	NY	11213	NONE	501(C)(3)	GENERAL	$18
CHICAGO CHESED FUND
7045 N RIDGEWAY AVE	LINCOLNWOOD	IL	60712	NONE	501(C)(3)	GENERAL	$36
PAJAMA PROGRAM INC
114 E 39TH S	NEW YORK	NY	10016	NONE	501(C)(3)	GENERAL	$100
TAKE HER BACK
10744 DEEP CLIFFE DRIVE	CUPERTINO	CA	95014	NONE		GENERAL	$50
SHALOM ACADEMY FOR TORAH
70 AMBOY RD	MORGANVILLE	NJ	07751	NONE	501(C)(3)	GENERAL	$1,000
SHAS ILLUMINATED
25 OLYMPIA LANE	WATERBURY	CT	06704	NONE	501(C)(3)	GENERAL	$700
GUN HILL RESIDENT COUNCIL INC
731 MAGENTA STREET 4C	BRONX	NY	10467	NONE	501(C)(3)	GENERAL	$4,312
SUMMER HOUSES TENANTS ASSOCIATION
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$400
SETH LOW HOUSES ASSOCIATION IN
180 POWELL ST	BROOKLYN	NY	11212	NONE	501(C)(3)	GENERAL	$1,000
CONGREGATION KEHAL IMREI SHAUL
1542 CONEY ISLAND AVE	BROOKLYN	NY	11230	NONE	501(C)(3)	GENERAL	$1,000
REGULAR HERO
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$100
MIAMI WOMEN WHO ROCK
C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559	NONE	501(C)(3)	GENERAL	$1,076
CORAL GABLES COMMUNITY FOUNDATION
220 ALHAMBRA CIR 320	CORAL GABLES	FL	33134	NONE	501(C)(3)	GENERAL	$319
CHABAD
74 MAPLE AVENUE	CEDARHURST	NY	11516	NONE	501(C)(3)	GENERAL	$728

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$689,136	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$343,939	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$343,939	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$343,939	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	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	ANITA PENZER	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	16882 RIVER BIRCH CIRCLE	AddressLine1Txt
City	DELRAY BEACH	CityNm
State Abbreviation	FL	StateAbbreviationCd
ZIP	334457055	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$3,700,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COOPERSMITH, SIMON & VOGEL, PC	$7,360	$0	$7,360
AMANDA BLUM, CPA	$14,372	$0	$14,372

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
FURNITURE & FIXTURES	2017-09-01	$6,511	$465	200DB	7.000000000000	$797	$0
COMPUTER EQUIPMENT	2017-10-01	$3,995		200DB	5.000000000000	$0	$0

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$6,103,170	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$6,103,170	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
ASCOT PROPERTIES	AT COST	$89,340	$89,340
OTHER INVESTMENTS	AT COST	$1,949,353	$1,949,353

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE & FIXTURES	$6,511	$4,518	$1,993
COMPUTER EQUIPMENT	$3,995	$3,995	$0

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp (4 entries)

CategoryCategoryTxt	Legal FeesLegalFeesAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ELIE HECHT	$99,000	$0	$99,000
COZEN O'CONNOR LLC	$26,402	$0	$26,402
AVI ROSENFELD	$1,095	$0	$1,095
PERLMAN & PERLMAN	$2,625	$0	$2,625

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	UNREALIZED BOOK LOSS	Desc
Amt	$26,311,833	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CORPORATE AGENT FEES	$456	$0	$456
BANK FEES	$733	$0	$733
DUES & SUBSCRIPTIONS	$4,391	$0	$4,391
MEALS & ENTERTAINMENT	$6,952	$0	$6,952
OFFICE SUPPLIES	$175	$0	$175
POSTAGE & DELIVERY	$108	$0	$108
MISCELLANEOUS EXPENSE	$1,616	$0	$1,616
PROFESSIONAL DEVELOPMENT	$711	$0	$711
STATE FRANCHISE FEE	$123	$0	$123
COMPUTER & INTERNET	$221	$0	$221
TELEPHONE	$207	$0	$207
OTHER DEDUCTIONS-PASSTHROUGH ENTITY	$93,412	$93,412	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	DUE TO ASCOT	Desc
BOY Book Value	$0	BOYBookValueAmt
EOY Book Value	$123,328	EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	EXCISE TAX	CategoryTxt
Amt	$502,000	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt