JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201833189349102813
- Schema version
- 2017v2.3
- 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
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T15:26:09-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-11-14 | 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 | 2018-11-14 | IPDt |
| IP Tm | 15:38:01 | 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 | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $52,027,298 | 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 | $109,035 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,035 | InterestOnSavNetInvstIncmAmt |
| Net Rental Income Or Loss | -$6,704 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $25,048,712 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $25,048,712 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $25,157,747 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,157,747 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $156,504 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $101,346 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $85,264 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,085 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,000 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $7,716 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,712 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $15,712 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,593 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $28,593 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,347 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,704 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21,643 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $355,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,704 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $160,297 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $633,364 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $633,364 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $988,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,704 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $793,661 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,169,080 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,143,043 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $113,074 | CashBOYAmt |
| Cash EOY | $18,378,796 | CashEOYAmt |
| Cash EOYFMV | $18,378,796 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $65,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $65,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $65,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,000,098 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,000,098 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $27,779,619 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $27,580,514 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $27,580,614 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $10,506 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,716 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $2,790 | LandEOYAmt |
| Land EOYFMV | $2,790 | LandEOYFMVAmt |
| Total Assets BOY | $27,892,693 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,027,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $52,027,298 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $5,383 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,383 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $27,892,693 | UnrestrictedBOYAmt |
| Unrestricted EOY | $52,021,815 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $27,892,693 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,021,815 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $27,892,693 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,027,198 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $27,892,693 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,169,080 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $52,061,773 | SubtotalAmt |
| Other Decreases | $39,958 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,021,815 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ASCOT PROPERTIES CO- 1231 GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $25,048,712 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $25,048,712 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,048,712 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,902 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,011,790 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.003772 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,838 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,676 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.890077 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,146 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,734 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.242079 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $987 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,003 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.197282 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $371 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,003 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.074156 | DistributionYr5Rt |
| Total Distribution | 2.407366 | TotalDistributionRt |
| Average Distribution | 0.481473 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $19,361,670 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,322,121 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $251,430 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,573,551 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $793,661 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $502,861 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $502,861 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $502,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,979 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $502,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $505,979 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,118 | OverpaymentAmt |
| Applied To ES Tax | $3,118 | 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 |
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' | 0.00 | $0 | $0 | $0 |
| ARIEL PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES / DIRECTOR | 7.00 | $34,504 | $0 | $0 |
| RICHARD PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | PRESIDENT / DIRECTOR | 2.50 | $18,000 | $0 | $0 |
| JACKI PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES /SECRETARY /DIRE | 5.50 | $53,000 | $0 | $0 |
| JACOB PENZER | ||||||||
| 81 HARBORVIEW WEST | LAWRENCE | NY | 115591911 | VICE PRES / DIRECTOR | 10.50 | $51,000 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIE HECHT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O LIFE 112 SPRUCE STREET | AddressLine1Txt |
| City | CEDARHURST | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11516 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | LEGAL | ServiceTypeTxt |
| Compensation | $62,500 | CompensationAmt |
| 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 | $712,740 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $18,644,216 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $299,562 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,656,518 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,656,518 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $294,848 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,361,670 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $968,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $968,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $502,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $502,861 | TotalTaxAmt |
| Distributable Before Adj | $465,223 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $465,223 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $465,223 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $793,661 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $793,661 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $793,661 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $465,223 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $213,242 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $793,661 | QualifyingDistributionsAmt |
| Applied To Year1 | $213,242 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $465,223 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $115,196 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $115,196 | 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 | $115,196 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $115,196 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 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 CEDARHURST | |||||||||||
| 508 PENINSULA BLVD | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| AGUDAH OF THE FIVE TOWNS | |||||||||||
| 508 PENINSULA BLVD | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $9,035 | ||||
| AGUDAH OF WEST LAWRENCE | |||||||||||
| 631 LANETT AVENUE | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $8,661 | ||||
| AIM B'YISROEL | |||||||||||
| 728 N MAIN ST | NEW SQUARE | NY | 10977 | NONE | 501(C)(3) | GENERAL | $3,000 | ||||
| AIPAC | |||||||||||
| PO BOX 4491 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | GENERAL | $45 | ||||
| AISH KODESH | |||||||||||
| PO BOX 361 | WOODMERE | NY | 11598 | NONE | 501(C)(3) | GENERAL | $500 | ||||
| ALZHEIMER'S DISEASE & RELATED D | |||||||||||
| 360 LEXINGTON AVENUE 3RD FLOOR | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $19 | ||||
| AM FRIENDS OF SHALVA | |||||||||||
| 315 5TH AVE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $250 | ||||
| AMERICA-ISRAEL CULTURAL FOUNDAT | |||||||||||
| 1140 BROADWAY SUITE 304 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $180 | ||||
| AMUDEI OHR INC | |||||||||||
| 417 5TH AVE FRNT 3 | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $6,000 | ||||
| ANN STORCK CENTER | |||||||||||
| 1790 SW 43RD WAY | FORT LAUDERDALE | FL | 33317 | NONE | 501(C)(3) | GENERAL | $1,500 | ||||
| ARTFULLY LIVE ARTS COLLABORATIO | |||||||||||
| 341 MONMOUTH STREET 408D | JERSEY CITY | NJ | 07302 | NONE | 501(C)(3) | GENERAL | $580 | ||||
| ASPCA | |||||||||||
| 424 E 92ND ST | NEW YORK | NY | 10128 | NONE | 501(C)(3) | GENERAL | $750 | ||||
| AT RISK COMMUNITY SERVICES | |||||||||||
| 112 SPRUCE ST | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $150,000 | ||||
| AWOM | |||||||||||
| 3 N FEDERAL HWY | DANIA BEACH | FL | 33004 | NONE | 501(C)(3) | GENERAL | $250 | ||||
| BNOS BEIS YACOV | |||||||||||
| 609 BEACH 9TH ST | FAR ROCKAWAY | NY | 11516 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| BRANDEIS | |||||||||||
| 25 FROST LN | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | GENERAL | $30,000 | ||||
| CASSIDY LAFAYETTE RESIDENT ASS | |||||||||||
| 135 CASSIDY PL APT 2M | STATEN ISLAND | NY | 10301 | NONE | 501(C)(3) | GENERAL | $4,000 | ||||
| CHABAD HOUSE ON WHEELS | |||||||||||
| THE PALM COURT 309 23RD ST | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | GENERAL | $2,800 | ||||
| CHASDEI YISROEL | |||||||||||
| PO BOX 355 | CEDARHURST | NY | 11516 | NONE | 501(C)(3) | GENERAL | $10,500 | ||||
| CHIZUK HA TORAH | |||||||||||
| 1044 E 13TH ST | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | GENERAL | $50 | ||||
| CONEY ISLAND HOUSES TENANT ASSO | |||||||||||
| 3260 CONEY ISLAND AVE | BROOKLYN | NY | 11235 | NONE | 501(C)(3) | GENERAL | $1,450 | ||||
| COOPER STREET COMMUNITY ASSOC | |||||||||||
| PO BOX 210946 | BROOKLYN | NY | 11221 | NONE | 501(C)(3) | GENERAL | $3,000 | ||||
| ECJS EUROPEAN CENTER FOR JEWISH | |||||||||||
| NONE | 501(C)(3) | GENERAL | $18 | ROND POINT R SCHUMAN 8 1040 | BRUXELLES | BE | |||||
| FAIRCHILD TROPICAL BOTANIC GARD | |||||||||||
| 10901 OLD CUTLER RD | CORAL GABLES | FL | 33156 | NONE | 501(C)(3) | GENERAL | $4,000 | ||||
| FRIENDS OF IDF | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | GENERAL | $3,600 | ||||
| FRIENDS OF MOSDOT GOOR | |||||||||||
| 1310 48TH ST 3 | BROOKLYN | NY | 11219 | NONE | 501(C)(3) | GENERAL | $200 | ||||
| FRIENDS OF THE IDF | |||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | 501(C)(3) | GENERAL | $50 | ||||
| FROST MUSEUM OF SCIENCE | |||||||||||
| 1101 BISCAYNE BLVD | MIAMI | FL | 33132 | NONE | 501(C)(3) | GENERAL | $1,150 | ||||
| FUEL FOR TRUTH | |||||||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $18 | ||||
| GREATER MIAMI JEWISH FEDERATION | |||||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C)(3) | GENERAL | $1,255 | ||||
| HELPED HOPE | |||||||||||
| 313 DATURA STREET 100 | WEST PALM BEACH | FL | 33401 | NONE | 501(C)(3) | GENERAL | $15,000 | ||||
| HERITAGE HOUSE | |||||||||||
| NONE | 501(C)(3) | GENERAL | $2,000 | 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 | $36,500 | ||||
| JEC MEOR MANHATTAN | |||||||||||
| 38 W 13TH ST | NEW YORK | NY | 10011 | NONE | 501(C)(3) | GENERAL | $36 | ||||
| JFUNDERS | |||||||||||
| 150 WEST 30TH ST SUITE 900 | NEW YORK | NY | 10001 | NONE | 501(C)(3) | GENERAL | $1,359 | ||||
| LAVAN | |||||||||||
| 54 WEST 40TH ST | NEW YORK | NY | 10018 | NONE | 501(C)(3) | GENERAL | $180 | ||||
| LITTLE LIGHTHOUSE FOUNDATION | |||||||||||
| 100 N BISCAYNE BLVD SUITE 1607 | MIAMI | FL | 33132 | NONE | 501(C)(3) | GENERAL | $10,264 | ||||
| LONG ISLAND TAX ANGELS | |||||||||||
| 105 MAXESS RD | MELVILLE | NY | 11747 | NONE | 501(C)(3) | GENERAL | $177,000 | ||||
| MESHIVTA RABBI CHAIM BERLIN | |||||||||||
| 1593 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| MILBROOK RESIDENT ASSOCIATION I | |||||||||||
| 160 ST ANNS AVE | BRONX | NY | 10454 | NONE | 501(C)(3) | GENERAL | $600 | ||||
| MILLBROOK HOUSES | |||||||||||
| 530 E 137TH ST APRD 16D | BRONX | NY | 10454 | NONE | 501(C)(3) | GENERAL | $2,978 | ||||
| NER YISROEL RABBINICAL COLLEGE | |||||||||||
| 400 MT WILSON LN | PIKESVILLE | MD | 21208 | NONE | 501(C)(3) | GENERAL | $25 | ||||
| NEW BROWN BAPTIST CHURCH | |||||||||||
| 609 CLINTON ST | BROOKLYN | NY | 11231 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| NEXUS | |||||||||||
| 1440 G ST NW | WASHINGTON | DC | 20005 | NONE | 501(C)(3) | GENERAL | $950 | ||||
| NFAA ARTS | |||||||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | 501(C)(3) | GENERAL | $15,000 | ||||
| ORT AMERICA INC | |||||||||||
| 10TH FLOOR 75 MAIDEN LN | NEW YORK | NY | 10038 | NONE | 501(C)(3) | GENERAL | $18 | ||||
| PARKSIDE RESIDENT ASSOCIATION | |||||||||||
| 671 ARNOW AVE | BRONX | NY | 10467 | NONE | 501(C)(3) | GENERAL | $4,000 | ||||
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||||||
| 630 3RD AVE | NEW YORK | NY | 10017 | NONE | 501(C)(3) | GENERAL | $20,300 | ||||
| PUBLIC HOUSING COMMUNITIES INC | |||||||||||
| 466 BERGEN ST | BROOKLYN | NY | 11217 | NONE | 501(C)(3) | GENERAL | $14,519 | ||||
| RED HOOK WEST RESIDENT ASSOC | |||||||||||
| 55 DWIGHT ST | BROOKLYN | NY | 11231 | NONE | 501(C)(3) | GENERAL | $6,000 | ||||
| ROBIN HOOD FOUNDATION | |||||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | 501(C)(3) | GENERAL | $14,270 | ||||
| RUFF HOUSE RESCUE | |||||||||||
| PO BOX 365 | OCEANSIDE | NY | 11572 | NONE | 501(C)(3) | GENERAL | $515 | ||||
| SHABBATNESS | |||||||||||
| 236 E 82ND ST 2D | NEW YORK | NY | 10028 | NONE | 501(C)(3) | GENERAL | $63 | ||||
| SUMNER HOUSES TENANT ASSOCIATIO | |||||||||||
| 20 LEWIS AVENUE | BROOKLYN | NY | 11206 | NONE | 501(C)(3) | GENERAL | $4,000 | ||||
| THE BASS MUSEUM | |||||||||||
| 2100 COLLINS AVE | MIAMI BEACH | FL | 33139 | NONE | 501(C)(3) | GENERAL | $12,000 | ||||
| UJA FEDERATION | |||||||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | NONE | 501(C)(3) | GENERAL | $1,225 | ||||
| UPSTART | |||||||||||
| 1111 BROADWAY 3RD FL | OAKLAND | CA | 94607 | NONE | 501(C)(3) | GENERAL | $5,000 | ||||
| VIBE ISRAEL | |||||||||||
| NONE | 501(C)(3) | GENERAL | $108 | 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 | $7,500 | ||||
| WOODSIDE HOUSE TENANT ASSOCIATI | |||||||||||
| 50 37 NEWTOWN ROAD 1D | WOODSIDE | NY | 11377 | NONE | 501(C)(3) | GENERAL | $4,000 | ||||
| YAGDIL TORAH | |||||||||||
| 980 RAILROAD AVE | WOODMERE | NY | 11598 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| YESHIVA DARCHEI TORAH | |||||||||||
| 257 BEACH 17TH ST | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| YESHIVA FAR ROCKAWAY | |||||||||||
| 802 HICKSVILLE ROAD | FAR ROCKAWAY | NY | 11691 | NONE | 501(C)(3) | GENERAL | $3,000 | ||||
| ZICHRON YACOV | |||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | CEDARHURST | NY | 11559 | NONE | 501(C)(3) | GENERAL | $10,500 | ||||
| AMERICAN SOC | |||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | CEDARHURST | NY | 11559 | NONE | 501(C)(3) | GENERAL | $184 | ||||
| OSU FUNDRAISING | |||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | CEDARHURST | NY | 11559 | NONE | 501(C)(3) | GENERAL | $125 | ||||
| ONE TABLE NONPROFIT | |||||||||||
| 79 MADISON AVENUE | NEW YORK | NY | 10016 | NONE | 501(C)(3) | GENERAL | $392 | ||||
| UPSTART LAB | |||||||||||
| 560 MISSION STREET STE 1365 | SAN FRANCISCO | CA | 94105 | NONE | 501(C)(3) | GENERAL | $882 | ||||
| YREPNY | |||||||||||
| 18 TRAVELLER WAY | SCOTCH PLAINS | NJ | 07076 | NONE | 501(C)(3) | GENERAL | $10 | ||||
| BEN MESOSO L'TORAH VHORAH | |||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | GENERAL | $1,000 | ||||
| AMURI OHR | |||||||||||
| C/O R PENZER 81 HARBORVIEW WEST | LAWRENCE | NY | 11559 | NONE | 501(C)(3) | GENERAL | $13,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $633,364 | 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 | $109,035 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,704 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531390 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,048,712 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,042,008 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $109,035 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,151,043 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | COOPERSMITH, SIMON & VOGEL, PC | CategoryTxt |
| Amt | $4,085 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,085 | DisbursementsCharitablePrpsAmt |
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 | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2017-09-01 | $6,511 | 200DB | 7.000000000000 | $3,721 | $0 |
| COMPUTER EQUIPMENT | 2017-10-01 | $3,995 | 200DB | 5.000000000000 | $3,995 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,000,098 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,000,098 | 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 | $26,496,257 | $26,496,257 |
| OTHER INVESTMENTS | AT COST | $1,084,257 | $1,084,357 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| FURNITURE & FIXTURES | $6,511 | $3,721 | $2,790 |
| COMPUTER EQUIPMENT | $3,995 | $3,995 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (5 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ELIE HECHT | $62,500 | $0 | $62,500 |
| GOULSTON & STORRS | $6,989 | $0 | $6,989 |
| JENNINFER KATZ | $5,000 | $0 | $5,000 |
| PERLMAN & PERLMAN | $10,775 | $0 | $10,775 |
| COZEN O'CONNOR | $16,082 | $0 | $0 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK/TAX ADJUSTMENTS FROM PASSTHROUGHS | Desc |
| Amt | $39,958 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CORPORATE AGENT FEES | $466 | $0 | $466 |
| BANK FEES | $111 | $0 | $111 |
| DUES & SUBSCRIPTIONS | $9,804 | $0 | $9,804 |
| INSURANCE | $3,830 | $0 | $3,830 |
| MEALS & ENTERTAINMENT | $2,808 | $0 | $2,808 |
| OFFICE SUPPLIES | $871 | $0 | $871 |
| POSTAGE & DELIVERY | $232 | $0 | $232 |
| MISCELLANEOUS EXPENSE | $180 | $0 | $180 |
| PROFESSIONAL DEVELOPMENT | $1,841 | $0 | $1,841 |
| ADVERTISING & PROMOTION | $1,500 | $0 | $1,500 |
| NET RENTAL LOSS | $6,704 | $6,704 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BRIAN LAWRENCE | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $8,000 | Amt |
| Net Investment Income | $8,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |