UNIDENTIFIED FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIDENTIFIED FOUNDATION (EIN 45-4583092)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201713149349101406
- Schema version
- 2016v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T14:28:05-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454583092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Unidentified Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | UNID | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAZER M | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.187.244.114 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 06391520173145000028 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BC971FC33BAF52379132A0473611089A0DAEC697 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 259C731B7C7CCB55DA46458F0098BC0D5A2501CB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $23,126,932 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,799 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,799 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $655,748 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $653,465 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $122,544 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $18,542,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $122,544 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $783,091 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $780,808 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $21,890 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,890 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $25,422 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,422 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $9,300 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $60,074 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $60,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $116,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $81,964 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,223,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,223,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,339,786 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,305,064 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,556,695 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $755,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $788,321 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $985,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $985,948 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,424 | AcctRcvblAmt |
| Acct Rcvbl BOY | $8,479 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,424 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,424 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $15,532,872 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $15,764,459 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $15,484,825 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $8,688,885 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,710,031 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,654,735 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,018,557 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,461,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,126,932 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $26,018,557 | RetainedEarningBOYAmt |
| Retained Earning EOY | $23,461,862 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,018,557 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,461,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,018,557 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,461,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,018,557 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,556,695 | ExcessRevenueOverExpensesAmt |
| Subtotal | $23,461,862 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $23,461,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $18,542,263 | GrossSalesPriceAmt |
| Cost Or Other Basis | $18,419,719 | CostOrOtherBasisAmt |
| Gain Or Loss | $122,544 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $122,544 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $122,544 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,068,589 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,957,171 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042817 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,174,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,978,933 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083706 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,617,339 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $27,485,645 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.095226 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $16,810,465 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.002011 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.22376 | TotalDistributionRt |
| Average Distribution | 0.05594 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,411,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,309,625 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,554 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,317,179 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,305,064 | 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 | $7,554 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,554 | SubtotalAmt |
| Tax Based On Investment Income | $7,554 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,688 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $754 | AppliedToEsTaxAmt |
| Total Payments And Credits | $15,442 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,888 | OverpaymentAmt |
| Applied To ES Tax | $7,888 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lazer M | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive 3rd floor | AddressLine1Txt |
| City | Fairfield | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06824 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $60,049 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,932,980 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $834,780 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,767,760 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,767,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $356,516 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,411,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,170,562 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,170,562 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,554 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,554 | TotalTaxAmt |
| Distributable Before Adj | $1,163,008 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,163,008 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,163,008 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,305,064 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $3,305,064 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,554 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,297,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,163,008 | DistributableAsAdjustedAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $367,950 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $890,363 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,258,313 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,305,064 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,163,008 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,142,056 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,400,369 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,400,369 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $367,950 | ExcessFromYear3Amt |
| Excess From Year2 | $890,363 | ExcessFromYear2Amt |
| Excess From Current Year | $2,142,056 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (45 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF BIRCHAS MORDECHAI | |||||||
| 15 HERSCHEL TERRACE | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $10,000 |
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | N/A | PC | General & Unrestricted | $15,000 |
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | N/A | PC | Passover - Maos Chitim Campaign | $100,000 |
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | N/A | PC | Soldier Match Campaign | $15,000 |
| AMUDIM COMMUNITY RESOURCES INC | |||||||
| 11 BROADWAY | NEW YORK | NY | 10004 | N/A | PC | General & Unrestricted | $10,000 |
| BEIT YAACOV INC | |||||||
| 19275 MYSTIC POINT DR | AVENTURA | FL | 33180 | N/A | PC | Legal Defense Charity Fund | $8,000 |
| BETH MEDRASH GOVOHA OF NEW YORK | |||||||
| 425 11TH ST | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $25,000 |
| CHABAD HOUSE PUBLICATIONS | |||||||
| 1976 S LA CIENEGA BLVD | LOS ANGELES | CA | 90034 | N/A | PC | General & Unrestricted | $180,000 |
| CHABAD LUBAVITCH OF PRAGUE | |||||||
| 734 MONTGOMERY ST | BROOKLYN | NY | 11213 | N/A | PC | General & Unrestricted | $15,000 |
| CHABAD ON CAMPUS INTERNATIONAL INC | |||||||
| 719 EASTERN PKWY 1ST FL | BROOKLYN | NY | 11213 | N/A | PC | General & Unrestricted | $5,000 |
| CHABAD-LUBAVITCH OF THE UPPER EAST SIDE INC | |||||||
| 419 E 77TH ST | NEW YORK | NY | 10075 | N/A | PC | YJP Division | $5,000 |
| CONGREGATION HAMERKAZ INC | |||||||
| 211-10 18TH AVE | BAYSIDE | NY | 11360 | N/A | PC | General & Unrestricted | $140,000 |
| DENVER COMMUNITY KOLLEL | |||||||
| 1395 WOLFF ST | DENVER | CO | 80204 | N/A | PC | General & Unrestricted | $5,000 |
| ENRICHMENTFWD | |||||||
| 6 GREG SIKORSKY DR | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $10,000 |
| EUROPEAN CENTER FOR JEWISH SOCIETIES | |||||||
| 481 CROWN ST APT A2 | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $25,000 |
| EUROPEAN CENTER FOR JEWISH SOCIETIES | |||||||
| 481 CROWN ST APT A2 | BROOKLYN | NY | 11225 | N/A | PC | Bikur Cholim fund | $25,000 |
| EZRAT ISRAEL INC | |||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | PC | General & Unrestricted | $3,000 |
| FRIENDS OF CHABAD OF HEBRON | |||||||
| 4040 BARRANCA PKWY | IRVINE | CA | 92604 | N/A | PC | General & Unrestricted | $5,000 |
| FRIENDS OF IR DAVID INC | |||||||
| 575 LEXINGTON AVE FL 4 | NEW YORK | NY | 10022 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF UNITED HATZALAH INC | |||||||
| 208 E 51ST ST STE 303 | NEW YORK | NY | 10022 | N/A | PC | Defibrillator Campaign | $1,250,000 |
| FRIENDS OF UNITED HATZALAH INC | |||||||
| 208 E 51ST ST STE 303 | NEW YORK | NY | 10022 | N/A | PC | For a Paramedic Ambucycle | $36,000 |
| GATEWAYS ORGANIZATION INC | |||||||
| 11 WALLENBERG CIR | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $20,000 |
| General Commuinity Day School Scholarship Educatio | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | General Commuinity Day School Scholarship education fund | $50,000 |
| GESHER FOUNDATION INC | |||||||
| 332 BLEECKER ST | NEW YORK | NY | 10014 | N/A | PC | General & Unrestricted | $25,000 |
| IMRAI KOHAIN CONGREGATION | |||||||
| 721 AVE L | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $218,000 |
| IMRAI KOHAIN CONGREGATION | |||||||
| 721 AVE L | BROOKLYN | NY | 11230 | N/A | PC | Spring Donation | $100,000 |
| ISRAEL EMERGENCY ALLIANCE | |||||||
| 6505 WILSHIRE BLVD 5TH FL | LOS ANGLELES | CA | 90048 | N/A | PC | General & Unrestricted | $4,000 |
| JAVNE FUND | |||||||
| 420 COLUMBUS AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $25,000 |
| M Y KEREN HASHLUCHIM INC | |||||||
| 398 CROWN ST | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $10,000 |
| MADRAIGOS INC | |||||||
| 936 BROADWAY | WOODMERE | NY | 11598 | N/A | PC | General & Unrestricted | $5,000 |
| MEOR INC | |||||||
| PO BOX 279 | POMONA | NY | 10970 | N/A | PC | General & Unrestricted | $75,000 |
| MESORAH HERITAGE FOUNDATION | |||||||
| 4401 2ND AVE | BROOKLYN | NY | 11232 | N/A | PC | General & Unrestricted | $125,000 |
| NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS | |||||||
| 620 FOSTER AVE | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $5,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | General & Unrestricted | $205,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | Charity Fund for the needy | $20,000 |
| ONE ISRAEL FUND LTD | |||||||
| 445 CENTRAL AVE UNIT 210 | CEDARHURST | NY | 11516 | N/A | PC | General & Unrestricted | $10,000 |
| PROJECT EZRAH NEEDS INC | |||||||
| 95 CEDAR LN STE 12 | ENGLEWOOD | NJ | 07631 | N/A | PC | General & Unrestricted | $2,500 |
| ROFEH CHOLIM CANCER SOCIETY INC | |||||||
| 762 BEDFORD AVE | BROOKLYN | NY | 11205 | N/A | PC | General & Unrestricted | $30,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | Passover - Maos Chitim Campaign | $100,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | General & Unrestricted | $190,000 |
| TIFERET AVNER INC | |||||||
| 900 BAY DR APT 203 | MIAMI BEACH | FL | 33141 | N/A | PC | Hachnachas Kallah Bride Fund | $3,600 |
| UNITED JEWISH GENERATIONS INC | |||||||
| 16820 NE 6TH CT | N MIAMI BEACH | FL | 33162 | N/A | PC | General & Unrestricted | $18,000 |
| WISCONSIN INSTITUTE FOR TORAH STUDY | |||||||
| 3288 N LAKE DR | MILWAUKEE | WI | 53211 | N/A | PC | General & Unrestricted | $5,000 |
| YESHIVAT NACHLAT HALVIIM TRUST | |||||||
| PO BOX 79 | LAKEWOOD | NJ | 08701 | N/A | PC | General & Unrestricted | $30,000 |
| ZICHRON YAAKOV INSTITUTE | |||||||
| 12 WALLENBERG CIR | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,223,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,799 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $655,748 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $122,544 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $783,091 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $783,091 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BB&T CORPORATION - 2.450% - 01 | $509,645 | $513,997 |
| BERKSHIRE HATHAWAY INC - 0.000 | $482,184 | $478,200 |
| CHARLES SCHWAB CORP - 1.500% - | $479,858 | $480,113 |
| COMCAST CORP - 3.600% - 03/01/ | $506,040 | $515,924 |
| COMMONWEALTH EDISON CO - 0.026 | $500,350 | $476,356 |
| HOME DEPOT INC - 2.000% - 04/0 | $391,287 | $386,900 |
| JPMORGAN CHASE & CO - 3.250% - | $412,999 | $424,742 |
| MERCK & CO INC NT - 2.400% - 0 | $447,854 | $431,328 |
| MICROSOFT CORP - 0.020% - 11/0 | $488,160 | $480,449 |
| TORONTO-DOMINION BANK - 2.125% | $496,429 | $491,227 |
| U S BANCORP - 3.600% - 09/11/2 | $512,374 | $509,535 |
| WESTPAC BANK - 2.000% - 08/19/ | $482,851 | $465,964 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $13,097,730 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $12,907,902 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $2,666,729 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,576,923 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $21,890 | LegalFeesAmt |
| Disbursements Charitable Prps | $21,890 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN- GOLD COAST CAMP INC. | Desc |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $60,049 | $60,049 |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $25,422 | Amt |
| Net Investment Income | $25,422 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2016 | CategoryTxt |
| Amt | $9,300 | Amt |