FREUND FAM FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- FREUND FAM FOUNDATION (EIN 20-0000450)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-08-03
- IRS object ID
- 201842159349100204
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-08-03T10:37:51-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133747570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 41ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176270 | 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 | 200000450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREUND FAMILY FOUNDATION THE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREU | BusinessNameControlTxt |
| Phone | 2129623362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEIR FREUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129623362 | PhoneNum |
| Signature | 2018-07-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABRAHAM WEISS | PreparerPersonNm |
| PTIN | P00020893 | PTIN |
| Phone | 2123023400 | PhoneNum |
| Preparation | 2018-07-26 | 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 | $4,593,596 | 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 | $300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $60,163 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60,163 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $60,163 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,795 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,021 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,795 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$16,795 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $499,126 | GrossSalesPriceAmt |
| Total Rev And Expnss | $413,163 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $127,184 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $129,958 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,385 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $3,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,911 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $26,884 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,884 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $35,180 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $30,795 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $216,722 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $216,722 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,902 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $30,795 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $216,722 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,261 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,389 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $129,958 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,571,697 | CashBOYAmt |
| Cash EOY | $627,648 | CashEOYAmt |
| Cash EOYFMV | $627,653 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,340,000 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,343,519 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $5,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,102 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,158,681 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,203,967 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,590,152 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $606,345 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $606,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $630,351 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $651,067 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $371,091 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $396,819 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,992,790 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,154,051 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,593,596 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,992,790 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,154,051 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,992,790 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,051 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,992,790 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,154,051 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,992,790 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,261 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,154,051 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,154,051 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| COSTCO WHOLESALE CORP | P | 2016-12-09 | 2017-10-09 | $40,348 | $41,393 | -$1,045 | -$1,045 |
| KAYNE ANDERSON MLP | P | 2016-10-14 | 2017-11-29 | $28,501 | $32,261 | -$3,760 | -$3,760 |
| GENERAL ELECTRIC CO | P | 2017-10-04 | 2017-11-14 | $35,478 | $46,979 | -$11,501 | -$11,501 |
| NEURODERM LTD | P | 2015-08-17 | 2017-07-24 | $32,147 | $18,973 | $13,174 | $13,174 |
| GOLDMAN SACHS GRP | P | 2017-06-15 | 2017-07-19 | $32,902 | $33,354 | -$452 | -$452 |
| TESLA INC | P | 2015-12-01 | 2017-02-27 | $23,327 | $21,999 | $1,328 | $1,328 |
| IMAX CORP | P | 2016-08-12 | 2017-06-19 | $22,708 | $28,926 | -$6,218 | -$6,218 |
| UNDER ARMOUR INC CL A | P | 2015-09-30 | 2017-08-01 | $6,489 | $16,783 | -$10,294 | -$10,294 |
| ISHARES RUSSELL 2000 ETF | P | 2016-12-29 | 2017-10-04 | $300 | $276 | $24 | $24 |
| UNDER ARMOUR INC CL C | P | 2015-09-30 | 2017-08-01 | $5,768 | $16,331 | -$10,563 | -$10,563 |
| KAYNE ANDERSON MLP | P | 2017-01-20 | 2017-11-29 | $3,091 | $3,696 | -$605 | -$605 |
| VANGUARD FTSE EUROPE ETF | P | 2015-05-06 | 2017-02-02 | $7,883 | $8,990 | -$1,107 | -$1,107 |
| KOHLS CORP | P | 2017-08-07 | 2017-10-17 | $30,140 | $30,044 | $96 | $96 |
| WILLIAMS CO INC | P | 2015-09-17 | 2017-04-03 | $11,718 | $18,288 | -$6,570 | -$6,570 |
| NVIDIA CORP | P | 2017-03-07 | 2017-09-06 | $22,136 | $13,991 | $8,145 | $8,145 |
| WISDOMTREE TRUST | P | 2015-12-28 | 2017-03-01 | $27,590 | $31,771 | -$4,181 | -$4,181 |
| UNDER ARMOUR INC | P | 2017-04-03 | 2017-08-01 | $5,236 | $5,827 | -$591 | -$591 |
| VALEANT PHARMACEUTICALS | P | 2017-02-02 | 2017-03-01 | $13,053 | $13,779 | -$726 | -$726 |
| WELLS FARGO & CO | P | 2016-11-23 | 2017-08-01 | $38,656 | $37,595 | $1,061 | $1,061 |
| WISDOMTREE TRUST | P | 2016-06-24 | 2017-03-01 | $521 | $456 | $65 | $65 |
| ALLERGAN PLC | P | 2016-05-31 | 2017-10-18 | $24,637 | $31,588 | -$6,951 | -$6,951 |
| BOYD GAMING CORP | P | 2016-02-26 | 2017-11-01 | $39,792 | $25,376 | $14,416 | $14,416 |
| ISHARES RUSSELL 2000 ETF | P | 2015-12-31 | 2017-10-04 | $46,705 | $37,245 | $9,460 | $9,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$16,795 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$11,747 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $136,139 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,465,498 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039284 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $183,995 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,569,688 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $104,622 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,476,387 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.030095 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $113,515 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,844,085 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039913 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,566,779 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044523 | DistributionYr5Rt |
| Total Distribution | 0.205359 | TotalDistributionRt |
| Average Distribution | 0.041072 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,010,197 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $164,707 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $964 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $165,671 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $216,722 | 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 | $964 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $964 | SubtotalAmt |
| Tax Based On Investment Income | $964 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $13 | EsPenaltyAmt |
| Overpayment | $1,523 | OverpaymentAmt |
| Applied To ES Tax | $1,523 | AppliedToESTaxAmt |
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 | MEIR AND BELLA FREUND | IndividualWithBooksNm |
| Phone | 2129623362 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | 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 |
|---|---|---|---|---|---|---|---|---|
| MEIR FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BELLA FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $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 | $2,352,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,718,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,071,266 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,071,266 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,069 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,010,197 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $200,510 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $200,510 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $964 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $964 | TotalTaxAmt |
| Distributable Before Adj | $199,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $199,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $199,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $216,722 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $216,722 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $964 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $215,758 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $199,546 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $39,983 | UndistributedIncomePYAmt |
| Qualifying Distributions | $216,722 | QualifyingDistributionsAmt |
| Applied To Year1 | $39,983 | AppliedToYear1Amt |
| Applied To Current Year | $176,739 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $22,807 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEIR BELLA FREUND | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEIR FREUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1832 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129623362 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO RESTRICTIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION KHAL SASREGEN | |||||||
| 1253 EAST 24TH STREET | BROOKLYN | NY | 112104532 | N/A | ACTIVE | CHARITABLE | $66,020 |
| AMERICAN FRIENDS OF YESHIVA YOSEF A | |||||||
| 1146 55TH STREET | BROOKLYN | NY | 112194116 | N/A | ACTIVE | CHARITABLE | $57,000 |
| KOLLEL OHR VCHAIM L'YISROEL INC | |||||||
| 920 46TH STREET | BROOKLYN | NY | 112192331 | N/A | ACTIVE | CHARITABLE | $28,000 |
| MISC ORGANIZED CHARITIES (1000) | |||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112101513 | N/A | ACTIVE | CHARITABLE | $26,102 |
| TAFKID | |||||||
| 977 EAST 17TH STREET | BROOKLYN | NY | 112303709 | N/A | ACTIVE | CHARITABLE | $11,000 |
| OHR MEIR FOUNDATION INC | |||||||
| 3023 AVENUE J | BROOKLYN | NY | 112103837 | N/A | ACTIVE | CHARITABLE | $10,000 |
| ALWAYS OUR KIDS | |||||||
| 5004 AVENUE M | BROOKLYN | NY | 112343802 | N/A | ACTIVE | CHARITABLE | $5,400 |
| CONGREGATION BORUCH YISROEL | |||||||
| 1717 58TH STREET | BROOKLYN | NY | 112042236 | N/A | ACTIVE | CHARITABLE | $2,930 |
| CONG KOL BONAYICH | |||||||
| 31 BELMONT PLACE | PASSAIC | NJ | 070554501 | N/A | ACTIVE | CHARITABLE | $2,250 |
| BAYIT LEPLETOT INC | |||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 112104513 | N/A | ACTIVE | CHARITABLE | $1,800 |
| YESHIVA TAL CHAIM | |||||||
| 343 OCEAN PARKWAY | BROOKLYN | NY | 112184701 | N/A | ACTIVE | CHARITABLE | $1,540 |
| YESHIVA OF NITRA RABBINICAL COLLEGE | |||||||
| 163 RODNEY STREET | BROOKLYN | NY | 112111859 | N/A | ACTIVE | CHARITABLE | $1,200 |
| CATSKILLS HATZALAH | |||||||
| PO BOX 50 | MONTICELLO | NY | 127010050 | N/A | ACTIVE | CHARITABLE | $1,000 |
| YESHIVA IMREI YOSEF | |||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 112194706 | N/A | ACTIVE | CHARITABLE | $1,000 |
| SYNAGOGUE OF CARRIAGE CLUB SOUTH | |||||||
| 5001 COLLINS AVENUE | MIAMI BEACH | FL | 331402741 | N/A | ACTIVE | CHARITABLE | $940 |
| KEREN ANIYIM | |||||||
| 864 EAST 26TH STREET | BROOKLYN | NY | 112102824 | N/A | ACTIVE | CHARITABLE | $360 |
| CONGREGATION ANSHEI HORIM | |||||||
| 23 BEECHNUT DRIVE | FALLSBURG | NY | 127797003 | N/A | ACTIVE | CHARITABLE | $180 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $216,722 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,163 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $67,021 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,774 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$16,795 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $110,389 | ExclusionAmt |
| Related Or Exempt Function Incm | $2,774 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $113,163 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MEIR BELLA FREUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,385 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $606,345 | EOYBookValueAmt |
| EOYFMV | $630,351 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,203,967 | EOYBookValueAmt |
| EOYFMV | $1,590,152 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $5,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,102 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTES RECEIVABLE | AT COST | ||
| MUTUAL FUNDS | AT COST | $137,445 | $137,900 |
| EXCHANGE TRADED FUNDS | AT COST | $233,646 | $258,919 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $26,884 | $26,884 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $3,854 | $3,854 |
| FOREIGN TAX PAID | $57 | $57 |