CELEBRITY FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-02-15
- IRS object ID
- 201730469349100613
- Schema version
- 2015v3.0
- 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
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-02-15T10:41:56-06:00 | ReturnTs |
| Tax Period End | 2016-09-30 | 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 | 2015-10-01 | 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 | 2017-02-10 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $2,585,436 | 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 | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $52,355 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $52,355 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $68,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $372,298 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,595 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $18,003 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $18,003 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $138,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,957 | 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 | $3,090 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,090 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $282 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $282 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,372 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $248,507 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $248,507 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $251,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $248,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$112,922 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,585 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,385 | CashBOYAmt |
| Cash EOY | $1,925 | CashEOYAmt |
| Cash EOYFMV | $1,925 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $196,769 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,253 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,253 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,649,969 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,693,023 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,542,258 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,849,123 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,736,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,585,436 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,849,123 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,736,201 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,849,123 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,736,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,849,123 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,736,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,849,123 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$112,922 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,736,201 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,736,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 863 SH KINDER MORGAN INC | 2014-12-03 | 2015-10-07 | $27,741 | $35,845 | -$8,104 | -$8,104 |
| 9.2337 SH KINDER MORGAN INC | 2015-02-18 | 2015-10-07 | $297 | $388 | -$91 | -$91 |
| KINDER MORGAN INC | 2015-05-18 | 2015-10-07 | $314 | $419 | -$105 | -$105 |
| KINDER MORGAN INC | 2015-08-17 | 2015-10-07 | $17 | $18 | -$1 | -$1 |
| KINDER MORGAN INC | 2015-08-17 | 2015-10-07 | $386 | $414 | -$28 | -$28 |
| AON PLC | 2014-03-11 | 2015-10-07 | $9,128 | $8,687 | $441 | $441 |
| AON PLC | 2014-03-11 | 2015-10-07 | $27,383 | $26,061 | $1,322 | $1,322 |
| ASTRAZENECA PLC | 2012-12-17 | 2015-10-07 | $3,161 | $2,366 | $795 | $795 |
| ASTRAZENECA PLC | 2012-12-17 | 2015-10-07 | $3,161 | $2,366 | $795 | $795 |
| ASTRAZENECA PLC | 2012-12-17 | 2015-10-07 | $18,969 | $14,197 | $4,772 | $4,772 |
| CHEMOURS COMPANY | 2010-11-02 | 2015-10-07 | $799 | $1,202 | -$403 | -$403 |
| CORNING INC | 2014-07-14 | 2015-10-07 | $26,805 | $33,007 | -$6,202 | -$6,202 |
| CORNING INC | 2014-07-30 | 2015-10-07 | $26,805 | $29,842 | -$3,037 | -$3,037 |
| DOMINION RES INC | 2012-12-17 | 2015-10-07 | $27,876 | $20,541 | $7,335 | $7,335 |
| MAGELLAN MIDSTREAM LP | 2009-06-26 | 2015-10-07 | $6,802 | $1,664 | $5,138 | $5,138 |
| MAGELLAN MIDSTREAM LP | 2009-06-26 | 2015-10-07 | $6,853 | $1,675 | $5,178 | $5,178 |
| MAGELLAN MIDSTREAM LP | 2009-06-26 | 2015-10-07 | $6,857 | $1,675 | $5,182 | $5,182 |
| MAGELLAN MIDSTREAM LP | 2009-06-26 | 2015-10-07 | $13,714 | $3,351 | $10,363 | $10,363 |
| MAGELLAN MIDSTREAM LP | 2009-06-26 | 2015-10-07 | $34,290 | $15,503 | $18,787 | $18,787 |
| MAGELLAN MIDSTREAM LP | 2009-08-17 | 2015-10-07 | $47 | $13 | $34 | $34 |
| MICROSOFT CORP | 2014-03-31 | 2015-10-07 | $4,364 | $3,801 | $563 | $563 |
| MICROSOFT CORP | 2014-03-31 | 2015-10-07 | $4,642 | $4,044 | $598 | $598 |
| MICROSOFT CORP | 2014-03-31 | 2015-10-07 | $37,415 | $32,594 | $4,821 | $4,821 |
| YUM BRANDS INC | 2012-12-17 | 2015-10-07 | $20,277 | $20,379 | -$102 | -$102 |
| LINN ENERGY LLC | 2015-05-15 | 2016-04-28 | $0 | $0 | ||
| ENERGY TRANSFER EQUITY LP | 2012-12-17 | 2016-04-19 | $19,991 | $23,264 | -$3,273 | -$3,273 |
| LINN ENERGY LLC | 2013-11-15 | 2016-04-28 | $2 | -$2 | -$2 | |
| BERKSHIRE HATHAWAY | 2010-01-20 | 2016-08-15 | $44,204 | $20,385 | $23,819 | $23,819 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,595 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $333,893 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,779,866 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.120111 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $236,366 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,758,762 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085678 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $205,608 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,410,496 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.085297 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $186,904 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,738,147 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.107531 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $167,593 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,733,619 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.096672 | DistributionYr5Rt |
| Total Distribution | 0.495289 | TotalDistributionRt |
| Average Distribution | 0.099058 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,493,312 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $246,983 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $248,339 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $248,507 | 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 | $1,356 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,356 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,356 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $429 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $429 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $24 | EsPenaltyAmt |
| Tax Due | $951 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRIS D MATALON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $2,485,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $45,819 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,531,281 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,531,281 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $37,969 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,493,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $124,666 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $124,666 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,356 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,356 | TotalTaxAmt |
| Distributable Before Adj | $123,310 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $123,310 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $123,310 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $248,507 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $248,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,356 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $247,151 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $123,310 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,583 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $100,601 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $88,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $102,145 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $197,642 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $570,000 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $248,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $123,310 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $125,197 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $695,197 | 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 | $81,583 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $613,614 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $100,601 | ExcessFromYear4Amt |
| Excess From Year3 | $88,029 | ExcessFromYear3Amt |
| Excess From Year2 | $102,145 | ExcessFromYear2Amt |
| Excess From Year1 | $197,642 | ExcessFromYear1Amt |
| Excess From Current Year | $125,197 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 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 | $1,000 |
| AMERICAN FRIENDS OF ALYN HOSPITAL | |||||
| 51 EAST 42ND STREET | NEW YORK | NY | 10017 | GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||
| 352 7TH AVENUE STE 400 | NEW YORK | NY | 10018 | GENERAL SUPPORT | $1,800 |
| AYELET HASHSACHAR | |||||
| 455 N FORMOSA AVENUE | LOS ANGELES | CA | 90036 | GENERAL SUPPORT | $1,800 |
| BARKAI YESHIVA | |||||
| 321 AVENUE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $61,000 |
| BEIT YAACOV | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | -$750 |
| 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 | $2,400 |
| BRIDGE ACADEMY | |||||
| 410 KOSSUTH STREET | BRIDGEPORT | CT | 06608 | GENERAL SUPPORT | $1,000 |
| CHABAD OF GREAT NECK | |||||
| 400 EAST SHORE ROAD | GREAT NECK | NY | 11024 | GENERAL SUPPORT | $1,800 |
| CHOFETZ CHAIM HERITAGE FOUNDATION | |||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | GENERAL SUPPORT | $250 |
| CONGREGATION EDMOND J SAFRA | |||||
| 11 EAST 63RD STREET | NEW YORK | NY | 10065 | GENERAL SUPPORT | $1,812 |
| EZER MIZION | |||||
| 1281 49TH STREET | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $150 |
| 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 | $3,800 |
| HECHEL EZRA TALMUD TORAK | |||||
| 2905 E 3RD STREET | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $200 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $2,000 |
| ISRAEL CANCER RESEARCH FUND | |||||
| 295 MADISON AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $360 |
| JEWISH FEDERATION IN THE HEART OF NEW JERSEY | |||||
| 230 OLD BRIDGE TPKE | SOUTH RIVER | NJ | 08882 | GENERAL SUPPORT | $1,000 |
| KEREN LA TORAK | |||||
| 3054 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $1,000 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $4,272 |
| LARCHWOOD MINYAN INC | |||||
| 48 LARCHWOOD AVENUE | OAKHURST | NJ | 07755 | GENERAL SUPPORT | $201 |
| MAGEN DAVID WEST DEAL | |||||
| 395 DEAL ROAD | OCEAN | NJ | 07712 | GENERAL SUPPORT | $1,702 |
| MAZEL DAY SCHOOL | |||||
| 2915 BRIGHTON 6TH STREET | BROOKLYN | NY | 11235 | GENERAL SUPPORT | $1,000 |
| MECHINA OF SOUTH FLORIDA | |||||
| 4000 ALTON ROAD | MIAMI BEACH | FL | 33140 | GENERAL SUPPORT | $300 |
| MELANOMA RESEARCH ALLIANCE | |||||
| 1101 NEW YORK AVE | WASHINGTON | DC | 20005 | GENERAL SUPPORT | $500 |
| MITZVAH MAN FOUNDATION | |||||
| PO BOX 290690 | BROOKLYN | NY | 11229 | GENERAL SUPPORT | $101 |
| MONMOUTH MEDICAL CENTER | |||||
| 300 2ND AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $1,000 |
| 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 | $8,157 |
| OTSAR FAMILY SERVICES | |||||
| 2334 WEST 13TH STREET | BROOKLYN | NY | 11232 | GENERAL SUPPORT | $1,000 |
| PANTRY PACKERS | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $1,000 |
| REACH FOR THE STARS | |||||
| 3300 KINGS HIGHWAY | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $6,200 |
| RENEE DAYAN FOUNDATION | |||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | GENERAL SUPPORT | $1,800 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $1,000 |
| SEPHARDIC BIKUR HOLIM | |||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $9,100 |
| SHAARE EZRA CONGREGATION | |||||
| 36 CEDAR AVENUE | LONG BRANCH | NJ | 07740 | GENERAL SUPPORT | $300 |
| SPECIAL ED ACADEMY DEAL | |||||
| 1 MERIDIAN ROAD | BROOKLYN | NY | 11243 | GENERAL SUPPORT | $3,600 |
| 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 | $200 |
| YESHIVA OF FLATBUSH | |||||
| 919 EAST 10TH STREET | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $114,050 |
| YIRGUN JACK ASH | |||||
| 5227 NEW UTRECHT AVENUE | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $248,507 | 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 | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,355 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $18,003 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $68,595 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $18,003 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $120,954 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $138,957 | 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 | $3,090 | Amt |
| Net Investment Income | $3,090 | 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 | $1,693,023 | BookValueAmt |
| EOYFMV | $2,542,258 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGES | Desc |
| Revenue And Expenses Per Books | $282 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $282 | 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 | -$5,174 | -$5,174 | -$5,174 |
| MAGELLAN MIDSTREAM PARTNERS | $13,291 | $13,291 | $13,291 |
| ENERGY TRANSFER EQUITY LP | $9,886 | $9,886 | $9,886 |