CELEBRITY FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2018-10-01 to 2019-09-30
- Filed
- 2019-10-25
- IRS object ID
- 201912989349101011
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-25T12:48:06-05:00 | ReturnTs |
| Tax Period End | 2019-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122947090 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY NO 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2019-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129444433 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.61.82.230 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-24 | IPDt |
| IP Tm | 09:22:50 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 262A5F787B32E309468E8803F52FC996F95AB226 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4869E5F49B9973F149F13A18DEB0F85868CD0247 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,651,017 | 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 |
| Interest On Sav Rev And Expnss | $84 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $84 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $56,226 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $56,226 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $77,070 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,427 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $77,070 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $101 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $101 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $133,481 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $133,481 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $282 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,707 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,707 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,989 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,989 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,723 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,723 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $306,712 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,989 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$173,231 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $127,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $23,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,046 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,046 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,424,948 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,271,869 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,647,971 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,448,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,274,915 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,651,017 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,448,146 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,274,915 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,915 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,274,915 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$173,231 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,274,915 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,274,915 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (19 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 40 SH SPDR DOW JONES ETF | P | 2015-10-07 | 2018-10-19 | $10,192 | $6,739 | $3,453 | $3,453 |
| 37 SH SPDR S&P 500 ETF | P | 2012-01-05 | 2018-10-19 | $10,254 | $4,716 | $5,538 | $5,538 |
| 95 SH VANGUARD DIVIDEND ETF | P | 2013-11-11 | 2018-10-19 | $9,994 | $6,957 | $3,037 | $3,037 |
| 71 SH VANGUARD TOTAL STOCK MARKET ETF | P | 2012-01-05 | 2018-10-19 | $10,070 | $4,628 | $5,442 | $5,442 |
| 85 SH APPLE INC | P | 2010-11-02 | 2018-11-20 | $15,129 | $6,154 | $8,975 | $8,975 |
| 400 SH ROCKWELL COLLINS INC - MERGER | P | 2010-11-02 | 2018-11-28 | $37,332 | $37,332 | $37,332 | |
| .10 SH UNITED TECHNOLOGIES | P | 2018-11-28 | 2018-11-29 | $12 | $22 | -$10 | -$10 |
| 150 SH UNITED TECHNOLOGIES | P | 2018-11-28 | 2019-03-11 | $18,882 | $19,508 | -$626 | -$626 |
| .6666 SH DOW INC | P | 2010-11-02 | 2019-04-02 | $37 | $23 | $14 | $14 |
| .6666 SH CORTEVA INC | P | 2010-11-02 | 2019-06-03 | $17 | $12 | $5 | $5 |
| .6666 SH DUPONT DE NEMOURS | P | 2010-11-02 | 2019-06-03 | $48 | $34 | $14 | $14 |
| 1000 SH ARCHER DANIELS MIDLAND | P | 2013-11-13 | 2019-08-19 | $37,976 | $40,379 | -$2,403 | -$2,403 |
| 200 SH BP PLC | P | 2010-07-06 | 2019-09-20 | $7,828 | $6,262 | $1,566 | $1,566 |
| 300 SH BP PLC | P | 2010-07-06 | 2019-09-20 | $11,742 | $9,392 | $2,350 | $2,350 |
| 500 SH CARDINAL HEALTH INC | P | 2012-12-17 | 2019-09-20 | $24,289 | $21,169 | $3,120 | $3,120 |
| 100 SH CORTEVA INC | P | 2010-11-02 | 2019-09-20 | $2,912 | $1,804 | $1,108 | $1,108 |
| 113 SH CORTEVA INC | P | 2010-11-02 | 2019-09-20 | $3,290 | $2,039 | $1,251 | $1,251 |
| 213 SH DOW INC | P | 2010-11-02 | 2019-09-20 | $10,193 | $7,505 | $2,688 | $2,688 |
| 213 SH DUPONT DE NEMOURS INC | P | 2010-11-02 | 2019-09-20 | $15,230 | $11,014 | $4,216 | $4,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $77,070 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $243,606 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,717,234 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.089652 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $288,521 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,616,456 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.110272 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $247,151 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,493,312 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.099126 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $333,893 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,779,866 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.120111 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $236,366 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,758,762 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085678 | DistributionYr5Rt |
| Total Distribution | 0.504839 | TotalDistributionRt |
| Average Distribution | 0.100968 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,625,931 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,135 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,275 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $266,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,723 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,275 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,275 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $300 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34 | EsPenaltyAmt |
| Tax Due | $1,009 | TaxDueAmt |
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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | 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 | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122947090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | 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 | 0 | BusinessHoldingsInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1139 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,636,924 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,665,920 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,665,920 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,989 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,625,931 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $131,297 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $131,297 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,275 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,275 | TotalTaxAmt |
| Distributable Before Adj | $130,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $130,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $130,022 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,723 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,275 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $299,448 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $102,145 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $197,642 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $125,197 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $161,154 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $109,204 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $695,342 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $130,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $170,701 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $866,043 | 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 | $102,145 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $763,898 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $197,642 | ExcessFromYear4Amt |
| Excess From Year3 | $125,197 | ExcessFromYear3Amt |
| Excess From Year2 | $161,154 | ExcessFromYear2Amt |
| Excess From Year1 | $109,204 | ExcessFromYear1Amt |
| Excess From Current Year | $170,701 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|
| ABE AND KAY STERMAN TORAH CENTER | ||||||||
| 350 WEST HILLS ROAD | HUNTINGTON | NY | 11743 | GENERAL SUPPORT | $1,800 | |||
| AMERICAN FRIENDS OF ESHEL | ||||||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $250 | |||
| BARKAI YESHIVA | ||||||||
| 321 AVE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $36,000 | |||
| BEIT YAACOV | ||||||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $3,000 | |||
| BET ELAZRAKI CHILDRENS HOME | ||||||||
| GENERAL SUPPORT | $360 | 4244807 RABBI TARFON STREET | NETANYA | IS | ||||
| BETH OLOTH | ||||||||
| 704 EAST THIRD STREET | BROOKLYN | NY | 11218 | GENERAL SUPPORT | $1,000 | |||
| BRIDGE ACADEMY | ||||||||
| 1958 LAWRENCEVILLE ROAD | LAWRENCEVILLE | NJ | 08648 | GENERAL SUPPORT | $1,800 | |||
| CHABAD NESHAMA PRESCHOOL | ||||||||
| 50 CORBIN PLACE | BROOKLYN | NY | 11235 | GENERAL SUPPORT | $1,800 | |||
| CHABAD OF GREAT NECK | ||||||||
| 400 EAST SHORE ROAD | GREAT NECK | NY | 11024 | GENERAL SUPPORT | $1,800 | |||
| CHAI LIFELINE | ||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | GENERAL SUPPORT | $2,300 | |||
| CONGREGATION BETH TORAH | ||||||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $903 | |||
| CONGREGATION MEGAN DAVID OF MANHATTAN | ||||||||
| 177 SULLIVAN STREET | NEW YORK | NY | 10012 | GENERAL SUPPORT | $300 | |||
| DEAL SEPHARDIC NETWORK | ||||||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $4,101 | |||
| EDMOND J SAFRA SYNAGOGUE | ||||||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | GENERAL SUPPORT | $180 | |||
| FUND FOR ISRAEL TOMORROW | ||||||||
| 777 BONHOMME AVENUE | ST LOUIS | MO | 63105 | GENERAL SUPPORT | $1,000 | |||
| HALACHIC ORGAN DONOR SOCIETY | ||||||||
| PO BOX 693 | NEW YORK | NY | 10108 | GENERAL SUPPORT | $500 | |||
| HATZALAH VOLUNTEER EMS - JERSEY | ||||||||
| PO BOX 2333 | ELBERON | NJ | 17740 | GENERAL SUPPORT | $3,600 | |||
| ILEAD EXPERIENCE | ||||||||
| 1901 OCEAN PARKWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $201 | |||
| INSTITUTE OF JEWISH IDEAS | ||||||||
| 8 WEST 70TH STREET | NEW YORK | NY | 10023 | GENERAL SUPPORT | $100 | |||
| ISRAEL BIRTHRIGHT FOUNDATION | ||||||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $500 | |||
| JEWISH EDUCATIONAL LOAN FUND | ||||||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $1,800 | |||
| KOL ISRAEL CONGREGATION | ||||||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $12,165 | |||
| LURIA ACADEMY OF BROOKLYN | ||||||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | GENERAL SUPPORT | $54,761 | |||
| MAGEN DAVID SURFSIDE | ||||||||
| 9348 HARDING AVENUE | SURFSIDE | FL | 33154 | GENERAL SUPPORT | $1,000 | |||
| MAGEN DAVID WEST DEAL | ||||||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $201 | |||
| MENACHEM EDUCATION FOUNDATION | ||||||||
| 411 KINGSTON AVENUE | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $1,800 | |||
| NESACH YISRAEL | ||||||||
| 1890 EAST 5TH STREET | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,800 | |||
| NORTH SHORE HEBREW ACADEMY | ||||||||
| 400 NORTH SERVICE ROAD | GREAT NECK | NY | 11020 | GENERAL SUPPORT | $36,000 | |||
| OHEL SIMHA SUPERFUND | ||||||||
| 295 PARK AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $500 | |||
| OHEL YITZHAK OF ALLENHURST | ||||||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $1,519 | |||
| OTSAR FAMILY SERVICES | ||||||||
| 2334 WEST 13TH STREET | BROOKLYN | NY | 11232 | GENERAL SUPPORT | $1,000 | |||
| PARK AVENUE SYNAGOGUE | ||||||||
| 50 E 87TH STREET | NEW YORK | NY | 10128 | GENERAL SUPPORT | $500 | |||
| REACH FOR THE STARS | ||||||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $12,600 | |||
| RENEWAL | ||||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,000 | |||
| SEPHARDIC BIKUR HOLIM | ||||||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $6,501 | |||
| SEPHARDIC INSTITUTE | ||||||||
| 511 AVE R | BROOKLYN | NY | 11239 | GENERAL SUPPORT | $21,000 | |||
| SOUTH FLORIDA SYMPHONY ORCHESTRA | ||||||||
| 2201 WILTON DRIVE | WILTON MANOR | FL | 33305 | GENERAL SUPPORT | $250 | |||
| TEBAH EDUCATIONAL SERVICES | ||||||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $501 | |||
| THE FRIENDSHIP CIRCLE OF GREAT NECK AND THE NORTH SHORE | ||||||||
| 400 EAST SHORE ROAD | GREAT NECK | NY | 11024 | GENERAL SUPPORT | $1,800 | |||
| THE JEWISH FEDERATION IN NJ | ||||||||
| 960 HOLMDEL ROAD | HOLMDEL | NJ | 07733 | GENERAL SUPPORT | $2,800 | |||
| THE NEXT STEP CO ISRAEL MEDICAL FUND | ||||||||
| 3110 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | GENERAL SUPPORT | $1,800 | |||
| UJA-FEDERATION | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | GENERAL SUPPORT | $5,200 | |||
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PLACE | WASHINGTON | DC | 20024 | GENERAL SUPPORT | $50 | |||
| YESHIVAH FLATBUSH | ||||||||
| 1609 AVENUE J | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $72,180 | |||
| YESHIVAT LEV TORAH | ||||||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $500 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,723 | 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 | $84 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56,226 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $101 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $77,070 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $101 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $133,380 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $133,481 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,271,869 | BookValueAmt |
| EOYFMV | $2,647,971 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $10 | $10 | $0 |
| OFFICE EXPENSES | $432 | $432 | $0 |
| PROFESSIONAL FEE | $5,265 | $5,265 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FROM PARTNERSHIP K1S | Desc |
| Revenue And Expenses Per Books | $101 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $101 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $282 | Amt |
| Net Investment Income | $282 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |