HELLER FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HELLER FAMILY FOUNDATION (EIN 20-2055940)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201833199349104368
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T16:06:01-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112999103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10119 | 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 | 202055940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELL | BusinessNameControlTxt |
| Phone | 7188510218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOISHE HELLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188510218 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY SCHECHTER | PreparerPersonNm |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.105.226.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-15 | IPDt |
| IP Tm | 16:43:43 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C8E6FD2865D54ED8D466BB2F8A463411548B4AE6 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C8E6FD2865D54ED8D466BB2F8A463411548B4AE6 | 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 | $244,177 | 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 | $215,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $631 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $631 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,097 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $49,465 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,097 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $236,728 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,728 | 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 |
| Accounting Fees Rev And Expnss | $1,820 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,212 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,212 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,932 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $268,186 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $268,186 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $271,415 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,932 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $268,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,687 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,796 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $213,101 | CashBOYAmt |
| Cash EOY | $206,757 | CashEOYAmt |
| Cash EOYFMV | $206,757 | CashEOYFMVAmt |
| Corporate Stock BOY | $10,123 | CorporateStockBOYAmt |
| Corporate Stock EOY | $206 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,168 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $70,117 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $51,691 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,252 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $293,341 | TotalAssetsBOYAmt |
| Total Assets EOY | $258,654 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $244,177 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $293,341 | UnrestrictedBOYAmt |
| Unrestricted EOY | $258,654 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $293,341 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $258,654 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $293,341 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $258,654 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $293,341 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,687 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $258,654 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $258,654 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | WELLS FARGO | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-03-13 | AcquiredDt |
| Sold | 2017-09-11 | SoldDt |
| Gross Sales Price | $49,465 | GrossSalesPriceAmt |
| Cost Or Other Basis | $28,368 | CostOrOtherBasisAmt |
| Gain Or Loss | $21,097 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $21,097 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,097 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $140,392 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $117,826 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.191520 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $305,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $131,841 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.314417 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,932 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $78,448 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.459362 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $171,136 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $102,428 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.670793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $190,884 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $115,055 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.659067 | DistributionYr5Rt |
| Total Distribution | 9.295159 | TotalDistributionRt |
| Average Distribution | 1.859032 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $123,763 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $230,079 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $230,277 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $268,186 | 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 | $198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $863 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $863 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $665 | OverpaymentAmt |
| Applied To ES Tax | $665 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | MOISHE HELLER | IndividualWithBooksNm |
| Phone | 7188510218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112195017 | 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| MOISHE HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SARAH HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 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 | $69,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $55,957 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,648 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,648 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,763 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,188 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,188 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $198 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $198 | TotalTaxAmt |
| Distributable Before Adj | $5,990 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,990 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,990 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $268,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $268,186 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,988 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,990 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $185,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $166,185 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $189,020 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $298,553 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $134,501 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $973,420 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $268,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,990 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $262,196 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,235,616 | 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 | $185,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,050,455 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $166,185 | ExcessFromYear4Amt |
| Excess From Year3 | $189,020 | ExcessFromYear3Amt |
| Excess From Year2 | $298,553 | ExcessFromYear2Amt |
| Excess From Year1 | $134,501 | ExcessFromYear1Amt |
| Excess From Current Year | $262,196 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDAS YISROEL OF BORO PARK | |||||||
| 5413 18TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $250 |
| AMIDEI ZION | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $55,000 |
| BETH MEDROSH GEVOAH | |||||||
| 617 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | CHARITABLE | $250 |
| BNEI YERUSHALAYIM | |||||||
| 6 ELAINE PLACE | MONSEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $5,400 |
| BNOS ZION OF BOBOV | |||||||
| 5000 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLECHARITABLECHARITABLE | $7,144 |
| CHARLOTTE TORAH CENTER | |||||||
| 5668 INT DR | CHARLOTTE | NC | 28270 | NONE | PUBLIC | CHARITABLE | $250 |
| CHASDEI CHASHIE LKALAH | |||||||
| 734 EAST 7TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC | CHARITABLE | $72 |
| CHESED OF BELZ | |||||||
| 1519 39TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $30,000 |
| CHEVRA CHADISHA BOBOV | |||||||
| 1469 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| CONG AHAVAS TZIDOVKA V'CHESED | |||||||
| 5323 12TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| CONG BETH DAVID | |||||||
| 22 WEST MAPLE AVE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $2,000 |
| CONG BRASHIV | |||||||
| 227 LYNCH STREET | BROOKLYN | NY | 11206 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG GEMACH BNEI PINKOS | |||||||
| 621 DAHILL ROAD | BROOKLYN | NY | 11218 | NONE | PUBLIC | CHARITABLE | $500 |
| CONG ICHUD AVREICHIM VIZNITZ | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,800 |
| CONG KHAL TORATH CHAIM | |||||||
| PO BOX 195 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| CONG NOAM ELIMELECH LIZENSK | |||||||
| 1402 59TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $3,100 |
| CONG YETEV LEV | |||||||
| 500 BEDFORD AVE | BROOKLYN | NY | 11249 | NONE | PUBLIC | CHARITABLE | $50 |
| CONG YETEV LEV | |||||||
| 84 BROADWAY | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $100 |
| EZRAS NISEEN | |||||||
| PO BOX 179 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $1,800 |
| KEREN CHAIM SHMIEL | |||||||
| 4303 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $20,000 |
| KEREN HACHESED OF MONSEY | |||||||
| 12 BLAUVELT RD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $2,200 |
| KOLEL RAISHIS DARKO VIZAITZ | |||||||
| 15 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $360 |
| KOLEL TORAS YECHIEL | |||||||
| 1262 43RD STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $120 |
| KOLEL ZICHRON CHAIM D'BOBOV | |||||||
| 4715 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50,000 |
| MESIVTA ZICHRON YAKOV SPINKA | |||||||
| 1303 53RD STREET | BROOKLYN | NJ | 11219 | NONE | PUBLIC | CHARITABLE | $200 |
| MISASKIM | |||||||
| 5805 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $250 |
| MOSDOS BETH JOSEPH ZVI | |||||||
| 543 BEDFORD AVENUE | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $25,000 |
| SLABODKA YESHIVA | |||||||
| 169 PARKVILLE AVE | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $200 |
| TEHILIAT NAAVA SHLACH | |||||||
| 1415 59TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| UNITED MOSDOS TORAH | |||||||
| 1254 51ST STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $25,000 |
| VIZNITZ INSTITUTIONS | |||||||
| PO BOX 406 | KIAMESHA LAKE | NY | 12751 | NONE | PUBLIC | CHARITABLE | $360 |
| YESHIVA BETH HATALMUD | |||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC | CHARITABLE | $11,800 |
| YESHIVA IMREI CHAIM VIZNI | |||||||
| 1303 53RD ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $180 |
| YESHIVA IMREI CHAIM VIZNITZ | |||||||
| 5228 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $500 |
| YESHIVA KETANA VIZNITZ | |||||||
| 1303 53RD ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| YESHIVA OHR YISRAEL | |||||||
| 8000 SEAVIEW AVENUE | BROOKLYN | NY | 11236 | NONE | PUBLIC | CHARITABLE | $20,310 |
| YESHIVA SHAR HAMELECH | |||||||
| 1435 53RD STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,800 |
| YESHIVATH VIZNITZ | |||||||
| PO BOX 446 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $360 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $268,186 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $631 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $21,097 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $21,728 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,728 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MOISHE HELLER | ||||||
| 1 | 1437 59TH STREET | BROOKLYN | NY | 11219 | $140,000 | Yes (X) |
| LEIBEL RUBIN | ||||||
| 2 | 1441 59TH STREET | BROOKLYN | NY | 11219 | $75,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHECHTER & CO. | CategoryTxt |
| Amt | $1,820 | Amt |
| Net Investment Income | $720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO - SECURITIES | StockNm |
| EOY Book Value | $206 | EOYBookValueAmt |
| EOYFMV | $1,168 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $51,691 | BookValueAmt |
| EOYFMV | $36,252 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,212 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,212 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| LEIBEL RUBIN | |||
| 1441 59TH STREET | BROOKLYN | NY | 11219 |
| MOISHE HELLER | |||
| 1437 59TH STREET | BROOKLYN | NY | 11219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $97 | $0 | $0 |
| NYS FILING FEE | $100 | $0 | $0 |