HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202503179349101220
- Schema version
- 2024v5.0
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:12:52-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 650680306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVENSON KATZIN & BALLOTTA PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH CT STE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33324 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650757808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAHN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAHN | BusinessNameControlTxt |
| Phone | 3056529306 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY HAHN | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3056529306 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R BALLOTTA CPA | PreparerPersonNm |
| PTIN | P00046554 | PTIN |
| Phone | 9549617940 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $12,818,370 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $136,396 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $136,396 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $262,666 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,666 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $416,110 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,074,974 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $416,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,995 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,550 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $829,167 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $828,722 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $24,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,000 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $43,044 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $27,944 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,100 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,668 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,668 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,246 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $14,431 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $730 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $85,958 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,043 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,830 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $586,468 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $586,468 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $672,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,043 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $602,298 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $156,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $758,679 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $150,271 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $123,737 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $123,737 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,084,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,382,206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,361,214 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $904,670 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $789,884 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,331,668 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,476 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,751 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,751 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,140,837 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,297,578 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,818,370 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,140,837 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,297,578 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,140,837 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,297,578 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,140,837 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,297,578 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,140,837 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $156,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,297,578 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,297,578 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED - UBS 16685 | P | $1,700,000 | $1,700,000 | ||||
| PARTNERSHIP K-1 SECT 1256 (LOSS) | P | $1 | -$1 | -$1 | |||
| SEE ATTACHED - UBS 16685 | P | $600,000 | $569,966 | $30,034 | $30,034 | ||
| WORTHLESS AVENUE EUROPE FEEDER | P | $47,215 | -$47,215 | -$47,215 | 2015-01-13 | 2024-12-31 | |
| SEE ATTACHED - UBS 16683 | P | $115,302 | $138,213 | -$22,911 | -$22,911 | ||
| SEE ATTACHED - UBS 16683 | P | $766,514 | $610,756 | $155,758 | $155,758 | ||
| SEE ATTACHED - UBS 16686 | P | $20,716 | $18,690 | $2,026 | $2,026 | ||
| SEE ATTACHED - UBS 16686 | P | $495,318 | $396,026 | $99,292 | $99,292 | ||
| UBS 33475 - BANK OF NOVA SCOTIA | P | $200,000 | $200,000 | 2023-06-06 | 2024-03-08 | ||
| UBS 16684 - FEDERATED HERMES ULTRAS | P | $215,000 | $211,257 | $3,743 | $3,743 | 2023-05-23 | 2024-05-01 |
| SEE ATTACHED - UBS 02267 | P | $396,038 | $381,725 | $14,313 | $14,313 | ||
| SEE ATTACHED - UBS 02267 | P | $84,735 | $59,810 | $24,925 | $24,925 | ||
| UBS PRIME SELECT FUND | P | $310,079 | $310,081 | -$2 | -$2 | ||
| WORTHLESS AG ENERGY PARTNERS II | P | $15,124 | -$15,124 | -$15,124 | 2017-06-30 | 2024-12-31 | |
| PARTNERSHIP K-1 ST CAPITAL GAINS | P | $41 | $41 | $41 | |||
| PARTNERSHIP K-1 LT CAPITAL GAINS | P | $42,448 | $42,448 | $42,448 | |||
| PARTNERSHIP K-1 SECT 1231 GAINS | P | $172 | $172 | $172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $416,110 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,790 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,546 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,546 | SubtotalAmt |
| Tax Based On Investment Income | $10,546 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,112 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,112 | TotalPaymentsAndCreditsAmt |
| Tax Due | $4,434 | 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 |
| Org Report Or Register State | FL | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL BALLOTTA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9549617940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH COURT SUITE 140 | AddressLine1Txt |
| City | PLANTATION | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 333243248 | 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 Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BARRY HAHN | |||||||||||
| 9 PINSKER STREET | JERUSALEM | IS | DIRECTOR | 2.00 | $0 | $0 | $0 | ||||
| LILLIAN HAHN | |||||||||||
| DIRECTOR | 2.00 | $0 | $0 | $0 | 6100 HOLLYWOOD BOULEVARD SUITE 207 | HOLLYWOOD | FL | 33024 | |||
| 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 | $12,435,787 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $126,992 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $248 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,563,027 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,563,027 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $188,445 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,374,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $618,729 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $618,729 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,546 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,546 | TotalTaxAmt |
| Distributable Before Adj | $608,183 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $608,183 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $608,183 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $602,298 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $602,298 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $608,183 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $11,354 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $11,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $602,298 | QualifyingDistributionsAmt |
| Applied To Current Year | $602,298 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $5,885 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $5,885 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $5,469 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $5,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,469 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | BARRY J HAHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1Txt |
| City | TEANECK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07666 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3056529306 | RecipientPhoneNum |
| Form And Info And Materials | EMAIL TO HAHNFAMILYFOUNDATION@GMAIL.COM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | QUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (40 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS LEMAAN ACHAI | ||||||||||||||
| AMERICAN FRIENDS LEMAAN ACHAI | NACHAI LACHISH | NACHAI LACHISH | BEIT SHEMESCH | 99000 | IS | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $1,800 | |||||
| JEWISH EDUCATION CENTER OF SOUTH FL | ||||||||||||||
| JEWISH EDUCATION CENTER OF SOUTH FL | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | 3660 NE 2ND COURT | 3660 NE 2ND COURT | BOCA RATON | FL | 33431 | |||||
| NCSY ORTHODOX UNION | ||||||||||||||
| NCSY ORTHODOX UNION | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $180 | 7200 W CAMINO REAL | 7200 W CAMINO REAL | BOCA RATON | FL | 33433 | |||||
| NESHAMA FOUNDATION | ||||||||||||||
| NESHAMA FOUNDATION | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $500 | 7100 W CAMINO REAL 302-23 | 7100 W CAMINO REAL 302-23 | BOCA RATON | FL | 33433 | |||||
| SOUTHERN NCSY | ||||||||||||||
| SOUTHERN NCSY | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $36,000 | 7200 CAMINO REAL STE 104 | 7200 CAMINO REAL STE 104 | BOCA RATON | FL | 334335511 | |||||
| CHESES SHEL EMES | ||||||||||||||
| CHESES SHEL EMES | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,500 | 1224 52ND STREET | 1224 52ND STREET | BROOKLYN | NY | 11219 | |||||
| RCCS CANCER | ||||||||||||||
| RCCS CANCER | N/A | PC | GENERAL CHARITABLE SUPPORT | $367 | 803 BEDFORD AVE | 803 BEDFORD AVE | BROOKLYN | NY | 11205 | |||||
| YESHIVAS ADERES HOTORAH | ||||||||||||||
| YESHIVAS ADERES HOTORAH | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $1,000 | 953 EAST 10TH STREET | 953 EAST 10TH STREET | BROOKLYN | NY | 11230 | |||||
| YESHUVA LIVNAS HASAPIR | ||||||||||||||
| YESHUVA LIVNAS HASAPIR | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $150 | 1750 53ST | 1750 53ST | BROOKLYN | NY | 11204 | |||||
| AMERICAN FRIENDS OF YESHIVAT KBY | ||||||||||||||
| AMERICAN FRIENDS OF YESHIVAT KBY | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $1,000 | 1418 AVE N | 1418 AVE N | BROOKLYN | NY | 11230 | |||||
| ZICHROM AVOT | ||||||||||||||
| ZICHROM AVOT | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $50 | 2119 79TH ST | 2119 79TH ST | BROOKLYN | NY | 11214 | |||||
| AMERICAN FRIENDS OF CHABAD TULUM | ||||||||||||||
| AMERICAN FRIENDS OF CHABAD TULUM | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $180 | 1327 LINCOLN PL | 1327 LINCOLN PL | BROOKLYN | NY | 11213 | |||||
| AMERICAN FRIENDS YESHIVAT KAREM BYA | ||||||||||||||
| AMERICAN FRIENDS YESHIVAT KAREM BYA | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $255 | 1418 AVENUE N | 1418 AVENUE N | BROOKLYN | NY | 11230 | |||||
| MESORAH HIGH SCHOOL FOR GIRLS | ||||||||||||||
| MESORAH HIGH SCHOOL FOR GIRLS | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $180 | 12712 PARK CENTRAL DRIVE | 12712 PARK CENTRAL DRIVE | DALLAS | TX | 75251 | |||||
| TOMCHEI SHABBOS SOUTH FLORIDA | ||||||||||||||
| TOMCHEI SHABBOS SOUTH FLORIDA | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $8,000 | 383 NE 2ND AVENUE | 383 NE 2ND AVENUE | HALLANDALE BEACH | FL | 33309 | |||||
| AISH HATORAH SOUTH FLORIDA | ||||||||||||||
| AISH HATORAH SOUTH FLORIDA | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,000 | 4010 N 46TH AVENUE | 4010 N 46TH AVENUE | HOLLYWOOD | FL | 33021 | |||||
| BIKE4CHAI | ||||||||||||||
| BIKE4CHAI | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $100 | 106 CLIFTON AVANUE | 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | |||||
| NORTH MIAMI BEACH ERUV COUNCIL INC | ||||||||||||||
| NORTH MIAMI BEACH ERUV COUNCIL INC | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $360 | 7055 BONITA DRIVE | 7055 BONITA DRIVE | MIAMI BEACH | FL | 33141 | |||||
| AMERICAN COMMUNITIES HELPING ISRAEL | ||||||||||||||
| AMERICAN COMMUNITIES HELPING ISRAEL | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $100 | PO BOX 556 | PO BOX 556 | MONSEY | NY | 10952 | |||||
| AISH HATORA HASBARA FELLOWSHIP | ||||||||||||||
| AISH HATORA HASBARA FELLOWSHIP | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $20,000 | 228 PARK AVE S 94319 | 228 PARK AVE S 94319 | NEW YORK | NY | 10003 | |||||
| AISH HATORAH NEW YORK | ||||||||||||||
| AISH HATORAH NEW YORK | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $25,000 | 315 W 36TH STREET | 315 W 36TH STREET | NEW YORK | NY | 10018 | |||||
| ISRAEL SPECIAL KIDS FUND | ||||||||||||||
| ISRAEL SPECIAL KIDS FUND | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $1,000 | 505 EIGHTH AVENUE | 505 EIGHTH AVENUE | NEW YORK | NY | 10018 | |||||
| AM YISRAEL FOUNDATION | ||||||||||||||
| AM YISRAEL FOUNDATION | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $36 | 400 CHAMBERS ST | 400 CHAMBERS ST | NEW YORK | NY | 10282 | |||||
| CONGREGATION OHAB ZEDEK | ||||||||||||||
| CONGREGATION OHAB ZEDEK | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $360 | 118 W 95TH ST | 118 W 95TH ST | NEW YORK | NY | 100256604 | |||||
| CONGREGATION SHAARAY TEFILAH | ||||||||||||||
| CONGREGATION SHAARAY TEFILAH | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $160,265 | 971 NE 172 STREET | 971 NE 172 STREET | NORTH MIAMI BCH | FL | 33162 | |||||
| YESHIVA TORA CHAIM TORAS EMES | ||||||||||||||
| YESHIVA TORAS CHAIM TORAS EMES | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $125,000 | 1025 MIAMI GARDENS DRIVE | 1025 MIAMI GARDENS DRIVE | NORTH MIAMI BCH | FL | 33179 | |||||
| BETH JACOB HIGH SCHOOL | ||||||||||||||
| BETH JACOB HIGH SCHOOL | N/A | PC | FOR GENERAL EDUCATIONAL SUPPORT | $46,000 | 1110 NE 163RD STREET | 1110 NE 163RD STREET | NORTH MIAMI BEACH | FL | 33162 | |||||
| THE FRISCH SCHOOL | ||||||||||||||
| THE FRISCH SCHOOL | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $3,600 | 120 W CENTURY ROAD | 120 W CENTURY ROAD | PARAMUS | NJ | 07652 | |||||
| YESHIVAT NOAM | ||||||||||||||
| YESHIVAT NOAM | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $796 | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | |||||
| CAMBRIDGE HEIGHTS SHUL | ||||||||||||||
| CAMBRIDGE HEIGHTS SHUL | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $180 | 15 DORCHESTER CT | 15 DORCHESTER CT | POMONA | NY | 10970 | |||||
| MESORAH HERTIAGE FOUNDATION | ||||||||||||||
| MESORAH HERTIAGE FOUNDATION | N/A | PC | FOR GENERAL RELIGIOUS SUPPORT | $100,000 | 313 REGINA AVE | 313 REGINA AVE | RAHWAY | NJ | 07065 | |||||
| CONGREGATION BNAI YESHURA | ||||||||||||||
| CONGRERGATION BNAI YESHURA | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $6,222 | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | |||||
| FRIENDS OF ADERES HATORAH | ||||||||||||||
| FRIENDS OF ADERES HATORAH | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $360 | 733 WINTHROP ROAD | 733 WINTHROP ROAD | TEANECK | NJ | 07666 | |||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | ||||||||||||||
| FRIENDS OF LUBAVITCH BERGEN COUNTY | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $4,649 | 513 KENWOOD PLACE | 513 KENWOOD PLACE | TEANECK | NJ | 07666 | |||||
| HAPPYPURIMCOM | ||||||||||||||
| HAPPYPURIMCOM | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $295 | 117 CAMBRIDGE ROAD | 117 CAMBRIDGE ROAD | TEANECK | NJ | 07666 | |||||
| MIKVAH ASSOCIATION OF TEANECK | ||||||||||||||
| MIKVAH ASSOCIATION OF TEANECK | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $5,000 | 1726 WINDSOR ROAD | 1726 WINDSOR ROAD | TEANECK | NJ | 07666 | |||||
| NATIONAL CONF OF SYNAGOGUE YOUTH | ||||||||||||||
| NATIONAL CONF OF SYNAGOGUE YOUTH | N/A | PC | FOR EDUCATIONAL GENERAL SUPPORT | $25,000 | 1345 QUEEN ANNE ROAD | 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | |||||
| THE BAYIT ASSOCIATION | ||||||||||||||
| THE BAYIT ASSOCIATION | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $378 | 1415 QUEEN ANNE RD 210 | 1415 QUEEN ANNE RD 210 | TEANECK | NJ | 07666 | |||||
| CONGREGATION KETER TORAH | ||||||||||||||
| CONGREGATION KETER TORAH | N/A | PC | FOR RELIGIOUS GENERAL SUPPORT | $105 | 600 ROEMER AVE | 600 ROEMER AVE | TEANECK | NJ | 07666 | |||||
| J-GIVE FRIENDS OF ASOR FUND USA | ||||||||||||||
| J-GIVE FRIENDS OF ASOR FUND USA | DERECH HEBROB 24 | DERECH HEBROB 24 | JERUSALEM | 9254212 | IS | N/A | PC | FOR CHARITABLE GENERAL SUPPORT | $500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $586,468 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,396 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,666 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,792 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $416,110 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (11 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PFICS ORDINARY INCOME | 14 | $9,957 |
| PARTNERSHIPS ORDINARY INCOM | 14 | $2,000 |
| PARTNERSHIP REALTY RENTAL | 14 | $20 |
| PERTNERSHIP OTHER RENTAL | 14 | $26 |
| PARTNERSHIPS OTHER PORTFOLI | 14 | $6 |
| PARTNERSHIP GURANTEED PAYME | 14 | $6 |
| PARTNERSHIPS DEBT CANCELLED | 14 | $18 |
| PARTNERSHIPS OTHER INCOME | 14 | -$10 |
| PARTNERSHIP EXEMPT INCOME | 14 | $445 |
| MADOFF VICTIMS FUND | 14 | $964 |
| CURRENCY EXCHANGE GAIN (LOS | 14 | -$2,229 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $829,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,167 | 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) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEE | CategoryTxt |
| Amt | $24,000 | Amt |
| Net Investment Income | $24,000 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CORPORATE EQUITIES | $3,470,354 | $4,391,572 |
| MUTUAL FUNDS | $3,766,050 | $3,961,675 |
| PRIVATE EQUITY FUNDS | $345,802 | $301,887 |
| STRUCTURED PRODUCTS | $2,800,000 | $2,706,080 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND PARTNERSHIPS | AT COST | $320,146 | $403,793 |
| PRIVATE EQUITY FUND PARTNERSHIPS | AT COST | $469,738 | $927,875 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FORM 1099 INCOME RECEIVABLE | Desc |
| BOY Book Value | $1,476 | BOYBookValueAmt |
| EOY Book Value | $1,751 | EOYBookValueAmt |
| EOYFMV | $1,751 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| PARTNERSHIP K-1S AND QEF CHAR | $10 | $10 | |
| PARTNERSHIP K-1S AND QEF INVE | $1,163 | $1,163 | |
| PARTNERSHIP K-1S PORTFOLIO EX | $12,636 | $12,636 | |
| PARTNERSHIP K-1S AND QEF ROYA | $273 | $273 | |
| PARTNERSHIP K-1S SECTION 59 ( | $48 | $48 | |
| PARTNERSHIP COST DEPLETION | $311 | $311 | |
| PARTNERSHIP K-1S NONDEDUCTIBL | $85 | ||
| SUPPLIES FOR CHARITABLE CAUSE | $720 | $720 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIPS - ROYALTY INCOME | $2,792 | $2,792 |
| PFICS ORDINARY INCOME | $9,957 | $9,957 |
| PARTNERSHIPS ORDINARY INCOME | $2,000 | $2,000 |
| PARTNERSHIP REALTY RENTAL | $20 | $20 |
| PERTNERSHIP OTHER RENTAL | $26 | $26 |
| PARTNERSHIPS OTHER PORTFOLIO | $6 | $6 |
| PARTNERSHIP GURANTEED PAYMENT | $6 | $6 |
| PARTNERSHIPS DEBT CANCELLED | $18 | $18 |
| PARTNERSHIPS OTHER INCOME | -$10 | -$10 |
| PARTNERSHIP EXEMPT INCOME | $445 | |
| MADOFF VICTIMS FUND | $964 | $964 |
| CURRENCY EXCHANGE GAIN (LOSS) | -$2,229 | -$2,229 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| GRANT ADVISOR FEE | $15,100 | $15,100 | |
| INVESTMENT ADVISORY FEES | $27,944 | $27,944 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FILING FEES | $61 | $61 |
| FOREIGN TAXES FORM 1099-DIV | $3,013 | $3,013 |
| FOREIGN TAXES FROM PARTNERSHIPS | $594 | $594 |