CELEBRITY FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2016-10-01 to 2017-09-30
- Filed
- 2018-02-05
- IRS object ID
- 201840369349100754
- Schema version
- 2016v3.0
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-05T15:35:42-06:00 | ReturnTs |
| Tax Period End | 2017-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112336434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAICH ENDE MALTER & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122791616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY NO 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2018-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MITCHELL SORKIN | PreparerPersonNm |
| PTIN | P01327877 | PTIN |
| Phone | 2129444433 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.61.73.60 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-02-05 | IPDt |
| IP Tm | 13:45:52 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 35B7A11844E131332C3F8BC784F04C07A609ABBD | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7D35F57B48F06407B8056F66F3431A09B4C8124D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,721,065 | 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 | $22 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $22 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $57,016 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,016 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $111,877 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $242,572 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $111,877 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $9,469 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $9,469 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $178,384 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $178,384 | 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 | $4,497 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,497 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,001 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,001 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $87 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,585 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $290,249 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $290,249 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,585 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $290,249 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$117,450 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $172,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,925 | CashBOYAmt |
| Cash EOY | $3,227 | CashEOYAmt |
| Cash EOYFMV | $3,227 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,253 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,614 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,614 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,693,023 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,580,221 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,680,224 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,736,201 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,621,062 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,721,065 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $2,311 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,311 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,736,201 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,618,751 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,736,201 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,618,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,736,201 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,621,062 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,736,201 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$117,450 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,618,751 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,618,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 1,000 SH SUNOCO LOGISTICS PARTNERS | 2012-12-17 | 2016-11-29 | $22,509 | $13,958 | $8,551 | $8,551 |
| 750 SH ENTERPRISE PRODUCT PARTNERS | 2009-06-26 | 2016-11-30 | $19,378 | $7,797 | $11,581 | $11,581 |
| 1,000 SH FORD MOTOR COMPANY | 2013-11-13 | 2016-11-30 | $11,996 | $16,654 | -$4,658 | -$4,658 |
| 200 SH ALTRIA GROUP INC | 2009-06-26 | 2017-03-15 | $15,041 | $3,292 | $11,749 | $11,749 |
| 200 SH BERKSHIRE HATHAWAY | 2016-01-20 | 2017-03-15 | $34,807 | $13,590 | $21,217 | $21,217 |
| 200 SH DOW JONES ETF | 2011-08-15 | 2017-03-15 | $41,800 | $22,913 | $18,887 | $18,887 |
| 40 SH DOW JONES ETF | 2015-10-07 | 2017-03-15 | $8,360 | $6,739 | $1,621 | $1,621 |
| .6666 SH NATIONAL GRID PLC | 2012-12-17 | 2017-05-26 | $47 | $41 | $6 | $6 |
| 195 SG SPDR 500 ETF | 2012-01-05 | 2017-09-07 | $48,119 | $24,854 | $23,265 | $23,265 |
| 320 SH VANGUARD TOTAL SOTCK MKT ETF | 2012-01-05 | 2017-09-07 | $40,488 | $20,857 | $19,631 | $19,631 |
| KINDER MORGAN - CIL | 2009-01-02 | 2017-06-25 | $27 | $27 | $27 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $111,877 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $247,151 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,493,312 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.099126 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $333,893 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,779,866 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.120111 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $236,366 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,758,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085678 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $205,608 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,410,496 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.085297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $186,904 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,738,147 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.107531 | DistributionYr5Rt |
| Total Distribution | 0.497743 | TotalDistributionRt |
| Average Distribution | 0.099549 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,616,456 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $260,466 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,728 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $262,194 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $290,249 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,728 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,728 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $41 | EsPenaltyAmt |
| Tax Due | $1,769 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122791616 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1139 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,614,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,190 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,656,301 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,656,301 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,845 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,616,456 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $130,823 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $130,823 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,728 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,728 | TotalTaxAmt |
| Distributable Before Adj | $129,095 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $129,095 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $129,095 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $290,249 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $290,249 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,728 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $288,521 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $129,095 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $100,601 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $88,029 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $102,145 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $197,642 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $125,197 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $613,614 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $290,249 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $129,095 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $161,154 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $774,768 | 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 | $100,601 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $674,167 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $88,029 | ExcessFromYear4Amt |
| Excess From Year3 | $102,145 | ExcessFromYear3Amt |
| Excess From Year2 | $197,642 | ExcessFromYear2Amt |
| Excess From Year1 | $125,197 | ExcessFromYear1Amt |
| Excess From Current Year | $161,154 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A TIME FERTILITY CLINIC | |||||
| 1310 48TH STREET SUITE 406 | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,800 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | GENERAL SUPPORT | $1,000 |
| ABE AND KAY STERMAN TORAH CENTER | |||||
| 350 WEST HILLS ROAD | HUNTINGTON | NY | 11743 | GENERAL SUPPORT | $1,800 |
| BARKAI YESHIVA | |||||
| 321 AVENUE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $73,300 |
| BEIT YAACOV | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $3,066 |
| BETH OLOTH | |||||
| 704 EAST THIRD STREET | BROOKLYN | NY | 11218 | GENERAL SUPPORT | $1,000 |
| BETH TORAH CONGREGATION | |||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $101 |
| BIKE 4 CHAI | |||||
| 106 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | GENERAL SUPPORT | $4,100 |
| CHABAD OF GREAT NECK | |||||
| 400 EAST SHORE ROAD | GREAT NECK | NY | 11024 | GENERAL SUPPORT | $1,800 |
| DEAL SEPHARDIC NETWORK | |||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $3,600 |
| HASHEI ESTHER | |||||
| 1813 EAST 2ND STREET | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,000 |
| HATZALAH VOLUNTEER EMS - JERSEY | |||||
| PO BOX 2333 | ELBERON | NJ | 17740 | GENERAL SUPPORT | $2,501 |
| ISRAEL MEDICAL FUND | |||||
| 428 CLINTON AVENUE | LAKEWOOD | NJ | 08701 | GENERAL SUPPORT | $500 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $1,800 |
| ISRAEL CANCER RESEARCH FUND | |||||
| 295 MADISON AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | -$360 |
| IMAGINE ACADEMY | |||||
| 16601 RINALDI STREET | GRANADA HILLS | CA | 91344 | GENERAL SUPPORT | $1,800 |
| JEWISH EDUCATIONAL LOAN FUND | |||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $1,000 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $13,658 |
| JEWISH FEDERATION IN THE HEART | |||||
| 230 OLD BRIDGE TPKE | SOUTH RIVER | NJ | 08882 | GENERAL SUPPORT | $1,000 |
| MAGEN DAVID WEST DEAL | |||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $1,800 |
| NORTH SHORE HEBREW ACADEMY | |||||
| 400 NORTH SERVICE ROAD | GREAT NECK | NY | 11020 | GENERAL SUPPORT | $16,000 |
| SHAARE EZRA CONGREGATION | |||||
| 36 CEDAR AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $300 |
| MOUNT SINAI MEDICAL CENTER | |||||
| 4300 ALTON ROAD | MIAMI BEACH | FL | 33140 | GENERAL SUPPORT | $5,000 |
| NESACH YISRAEL | |||||
| 1890 EAST 5TH STREET | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,800 |
| OHEL YITZHAK OF ALLENHURST | |||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $5,802 |
| OTSAR FAMILY SERVICES | |||||
| 2334 WEST 13TH STREET | BROOKLYN | NY | 11232 | GENERAL SUPPORT | $1,000 |
| PARK AVENUE SYNAGOGUE | |||||
| 50 E 87TH STREET | NEW YORK | NY | 10128 | GENERAL SUPPORT | $2,600 |
| REACH FOR THE STARS | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $7,200 |
| PARTNERS IN TORAH | |||||
| 228 AYCRIGG AVENUE | PASSAIC | NJ | 07055 | GENERAL SUPPORT | $1,000 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,000 |
| SEPHARDIC BIKUR HOLIM | |||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $5,980 |
| PORAT YOSEF FOUNDATION | |||||
| 1879 EAST 2ND STREET | BROOKLYN | NJ | 11223 | GENERAL SUPPORT | $400 |
| SEPHARDIC COMMUNITY CENTER | |||||
| 1901 OCEAN PARKWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $200 |
| TEBAH EDUCATIONAL SERVICES | |||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $501 |
| THE FIRST TEE MIAMI DADE FOUNDATION | |||||
| 1802 NW 37TH AVENUE | MIAMI BEACH | FL | 33125 | GENERAL SUPPORT | $100 |
| YESHIVA OF FLATBUSH | |||||
| 919 EAST 10TH STREET | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $120,500 |
| YIRGUN JACK ASH | |||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $4,600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $290,249 | 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 | $22 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57,016 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,469 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $111,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $9,469 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $168,915 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $178,384 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,497 | Amt |
| Net Investment Income | $4,497 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,580,221 | BookValueAmt |
| EOYFMV | $2,680,224 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $87 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $87 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FROM PARTNERSHIP K1S | -$4,208 | -$4,208 | -$4,208 |
| SUNOCO LOGISTICS PARTNERS | $4,745 | $4,745 | $4,745 |
| ENTERPRISE PRODUCT PARTNERS | $8,932 | $8,932 | $8,932 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN AND EXCHANGE | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,311 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $50 | $50 | $0 |
| FEDERAL TAXES | $951 | $951 | $0 |