SEG FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- SEG FOUNDATION (EIN 20-4909577)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-30
- IRS object ID
- 201822429349100117
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-30T16:49:51-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132659310 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WASSERBRETTLERKLAR & LIPSTEIN LLP CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 132 NASSAU STREET SUITE 300 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | 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 | 204909577 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGF | BusinessNameControlTxt |
| Phone | 7189512200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAUL ELLIOT GOLDBAUM | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7189512200 | PhoneNum |
| Signature | 2018-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LIPSTEIN | PreparerPersonNm |
| PTIN | P01069367 | PTIN |
| Phone | 2129626100 | PhoneNum |
| Preparation | 2018-08-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,624,283 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,355,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,565 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,565 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $77,847 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $77,847 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,131 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,752,852 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,766,843 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $411,543 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $4,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $4,100 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $28 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $28 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,821 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,216 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $73,060 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72,810 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $80,009 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,054 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,350 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $707,415 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $707,415 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $787,424 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,054 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $711,765 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $979,419 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $336,489 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,610 | CashBOYAmt |
| Cash EOY | $1,369,981 | CashEOYAmt |
| Cash EOYFMV | $1,369,981 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $626,913 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,157 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,157 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $207,587 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $206,663 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,598,222 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,160,565 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,524,552 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $757,120 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $437,694 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $435,930 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $87,700 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $3,283,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,262,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,624,283 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $3,283,565 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,262,984 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,283,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,262,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,283,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,262,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,283,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $979,419 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,262,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,262,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF LIMITED PARTNERSHIP | P | $170,424 | $58,941 | $111,483 | $111,483 |
| PUBLICLY TRADED SECURITIES | P | $1,542,551 | $1,343,777 | $198,774 | $198,774 |
| PUBLICLY TRADED SECURITIES | P | $36,806 | $26,003 | $10,803 | $10,803 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,131 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $111,483 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $299,310 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,952,338 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033434 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $435,470 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,584,792 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.168474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $268,318 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,249,310 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.119289 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $640,838 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,884,867 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.339991 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $234,575 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,604,244 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.146222 | DistributionYr5Rt |
| Total Distribution | 0.807410 | TotalDistributionRt |
| Average Distribution | 0.161482 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,990,344 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $644,369 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,365 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $647,734 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $711,765 | 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 | $3,365 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,365 | SubtotalAmt |
| Tax Based On Investment Income | $3,365 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $104 | EsPenaltyAmt |
| Tax Due | $3,469 | 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 | NY | 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 |
| Individual With Books | FOUNDATION | IndividualWithBooksNm |
| Phone | 7189512200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 982 E17 ST | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11230 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| SAUL ELLIOT GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| CHANA GOLDBAUM | ||||||||
| 982 E17 ST | BROOKLYN | NY | 11230 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| 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 | $2,902,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,148,830 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,051,111 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,051,111 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $60,767 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,990,344 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $199,517 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $199,517 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,365 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,365 | TotalTaxAmt |
| Distributable Before Adj | $196,152 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $196,152 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $196,152 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $711,765 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $711,765 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,365 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $708,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $196,152 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $155,266 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $547,797 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $157,578 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $307,120 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $264 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,168,025 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $711,765 | QualifyingDistributionsAmt |
| Applied To Current Year | $196,152 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $515,613 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,683,638 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $155,266 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,528,372 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $547,797 | ExcessFromYear4Amt |
| Excess From Year3 | $157,578 | ExcessFromYear3Amt |
| Excess From Year2 | $307,120 | ExcessFromYear2Amt |
| Excess From Year1 | $264 | ExcessFromYear1Amt |
| Excess From Current Year | $515,613 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SAUL GOLDBAUM | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| AMF NESIVOS HATORAH | ||||||
| 54 MARINER WAY | MONSEY | NY | 10952 | RELIGIOUS | $5,000 | |
| BROOKLYN JEWISH EXPERIENCE | ||||||
| 2915 AVENUE K | BROOKLYN | NY | 11210 | RELIGIOUS | $15,000 | |
| CHAI LIFELINE | ||||||
| 151 W 30TH ST | NEW YORK | NY | 10001 | RELIGIOUS | $5,400 | |
| ICHUD MOSDOS HACHINUCH | ||||||
| 3908 16TH AVENUE | BROOKLYN | NY | 11218 | RELIGIOUS | $8,600 | |
| IRGUN SHIURAI TORAH | ||||||
| 4609 16TH AVE | BROOKLYN | NY | 11204 | RELIGIOUS | $10,000 | |
| KEREN HACHESED | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $64,700 | |
| KOLLEL BNEI YESHIVOS | ||||||
| 2402 AVENUE P | BROOKLYN | NY | 11229 | RELIGIOUS | $54,400 | |
| KOLLEL SHAS YIDDEN | ||||||
| 1274 49TH ST | BROOKLYN | NY | 11219 | RELIGIOUS | $108,000 | |
| KHAL DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $74,100 | |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH ST | BROOKLYN | NY | 11230 | RELIGIOUS | $18,000 | |
| KHAL TEFILO LEMOSHE | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $47,725 | |
| MASORES BAIS YAAKOV | ||||||
| 1395 OCEAN AVENUE | BROOKLYN | NY | 11230 | RELIGIOUS | $7,500 | |
| RELIEF RESOURCES | ||||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | RELIGIOUS | $15,400 | |
| STAM GEMILAS CHESED | ||||||
| 615 FOREST AVENUE | LAKEWOOD | NJ | 08701 | RELIGIOUS | $5,000 | |
| YESHIVA OHR HAMEIR | ||||||
| PO BOX 2130 | PEEKSKILL | NY | 10566 | RELIGIOUS | $102,000 | |
| YESHIVA OHR MOSHE | ||||||
| 21 4TH STREET | LAKEWOOD | NJ | 08701 | RELIGIOUS | $7,200 | |
| YESHIVA DARKEI NOAM | ||||||
| 2822 AVENUE J | BROOKLYN | NY | 11210 | RELIGIOUS | $34,700 | |
| YESHIVA DARCHEI TORAH | ||||||
| 257 BEACH 17TH STREET | FAR ROCKAWAY | NY | 11691 | RELIGIOUS | $10,000 | |
| MISCELLANEOUS | ||||||
| C/O SEG FOUNDATION | BROOKLYN | NY | 11230 | RELIGIOUS | $114,690 | 982 E 17TH ST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $707,415 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,565 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $77,847 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,131 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $411,543 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $411,543 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Address Line2ContributorUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SAUL GOLDBAUM | |||||||
| 1 | 982 E17 ST | BROOKLYN | NY | 11230 | $1,300,000 | Yes (X) | |
| JACOB ROSENBERG | |||||||
| 2 | 932 EAST 29TH STREET | BROOKLYN | NY | 11210 | $20,000 | Yes (X) | |
| NOCHUM KATLOWITZ | |||||||
| 3 | 242 MASON ST | STATEN ISLAND | NY | 10305 | $30,000 | Yes (X) | SUITE 6 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,100 | Amt |
| Disbursements Charitable Prps | $4,100 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 73826 SEE ATT | ||
| CHASE 6009 SEE ATT | $189,333 | $187,122 |
| CHASE CORE 21049 SEE ATT | $116,924 | $116,684 |
| MORGAN STANLEY 104873-564 SEE ATT | $10,186 | $10,367 |
| MORGAN STANLEY 104858-564 SEE ATT | $121,251 | $121,757 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| UBS 66783 SEE ATT | ||
| CHASE CORE 21049 SEE ATT | $388,884 | $439,271 |
| CHASE 6009 SEE ATT | $93,044 | $99,210 |
| UBS 71720 SEE ATT | ||
| UBS 85941 SEE ATT | ||
| UBS 89038 SEE ATT | ||
| UBS 89039 SEE ATT | ||
| UBS 01923 SEE ATT | ||
| MORGAN STANLEY 104858-564 SEE ATT | $1,678,637 | $1,986,071 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| INVESTMENT FEES | $44,051 | $44,051 | |
| FILING FEES | $250 | $250 | |
| PARTNERSHIP LOSS | $28,759 | $28,759 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,216 | $2,216 |
| IRS | $605 |