FREUND FAM FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FREUND FAM FOUNDATION (EIN 20-0000450)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-07
- IRS object ID
- 201743119349100814
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-07T15:37:08-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133747570 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISS & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 EAST 41ST STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100176270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200000450 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREUND FAMILY FOUNDATION THE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FREU | BusinessNameControlTxt |
| Phone | 2129623362 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEIR FREUND | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129623362 | PhoneNum |
| Signature | 2017-11-03 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ABRAHAM WEISS | PreparerPersonNm |
| PTIN | P00020893 | PTIN |
| Phone | 2123023400 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | AD8F8E61B96E06714140881D02F8B8317C19DC3D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AD8F8E61B96E06714140881D02F8B8317C19DC3D | 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 | $4,059,348 | 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 | $275,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $78,840 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $78,840 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $78,840 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $64,323 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $60,044 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $64,323 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$56,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $573,101 | GrossSalesPriceAmt |
| Total Rev And Expnss | $361,734 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $138,884 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $143,163 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,397 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,397 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $16,539 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $16,539 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $21,936 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,936 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $136,139 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $136,139 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $158,075 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,936 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $136,139 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $203,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,948 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $143,163 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $896,310 | CashBOYAmt |
| Cash EOY | $1,571,697 | CashEOYAmt |
| Cash EOYFMV | $1,571,702 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $212,501 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $5,000 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $5,000 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,170 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,100,232 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,158,681 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,245,445 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $606,086 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $606,345 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $601,034 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $969,002 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $651,067 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $635,997 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,789,131 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,992,790 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,059,348 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,789,131 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,992,790 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,789,131 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,992,790 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,789,131 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,992,790 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,789,131 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $203,659 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,992,790 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,992,790 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (34 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | P | 2016-03-15 | 2016-04-27 | $17,739 | $16,654 | $1,085 | $1,085 |
| SPDR S&P500 ETF | P | 2016-03-15 | 2016-11-03 | $11,931 | $11,483 | $448 | $448 |
| NOBLE ENERGY INC | P | 2014-08-22 | 2016-02-10 | $12,402 | $30,171 | -$17,769 | -$17,769 |
| CARNIVAL CP NEW PAIRED | P | 2015-12-11 | 2016-03-15 | $189 | $204 | -$15 | -$15 |
| UNDER ARMOUR INC | P | 2015-09-30 | 2016-06-29 | $16 | $21 | -$5 | -$5 |
| ROYAL BANK SCOTLAND GP | P | 2013-05-21 | 2016-08-29 | $17,979 | $17,509 | $470 | $470 |
| CHIPOTLE MEXICAN GRILL INC | P | 2015-11-23 | 2016-01-06 | $22,830 | $29,454 | -$6,624 | -$6,624 |
| VALERO ENERGY | P | 2016-06-21 | 2016-11-26 | $41,492 | $34,422 | $7,070 | $7,070 |
| SAREPTA THERAPEUTICS INC | P | 2015-09-08 | 2016-09-19 | $22,600 | $12,150 | $10,450 | $10,450 |
| CITIGROUP INC NEW | P | 2016-02-17 | 2016-03-09 | $33,603 | $33,071 | $532 | $532 |
| WEIGHT WATCHERS INTL INC | P | 2016-02-19 | 2016-02-26 | $13,173 | $16,350 | -$3,177 | -$3,177 |
| SPDR S&P500 ETF | P | 2014-10-29 | 2016-11-03 | $38,360 | $37,229 | $1,131 | $1,131 |
| FIREEYE INC | P | 2015-09-09 | 2016-05-23 | $1,046 | $2,846 | -$1,800 | -$1,800 |
| KKR & CO LLP | P | 2015-04-16 | 2016-02-08 | $31,078 | $51,772 | -$20,694 | -$20,694 |
| FORTINET INC | P | 2016-03-21 | 2016-05-23 | $19,669 | $17,060 | $2,609 | $2,609 |
| ALCOA INC | P | 2014-11-17 | 2016-02-08 | $56 | $124 | -$68 | -$68 |
| FREEPORT-MCMORAN INC | P | 2016-04-15 | 2016-06-21 | $17,166 | $16,271 | $895 | $895 |
| ALIBABA GROUP HLDG LTD | P | 2014-12-09 | 2016-02-12 | $10,530 | $17,423 | -$6,893 | -$6,893 |
| GOLDMAN SACHS MLP ENGY | P | $1,829 | $2,782 | -$953 | -$953 | ||
| APPLE INC | P | 2011-08-25 | 2016-01-27 | $6,879 | $3,836 | $3,043 | $3,043 |
| HARTFORD SER GRP INC | P | 2016-01-04 | 2016-08-04 | $201 | $220 | -$19 | -$19 |
| BARCLAYS BANK PLC | P | 2011-08-17 | 2016-08-29 | $25,399 | $23,951 | $1,448 | $1,448 |
| HEALTH CARE SEL SECT | P | 2015-10-23 | 2016-05-23 | $32,329 | $32,389 | -$60 | -$60 |
| CARNIVAL CP | P | 2014-12-17 | 2016-01-15 | $30,947 | $28,432 | $2,515 | $2,515 |
| MARATHON OIL CO | P | 2015-04-20 | 2016-02-10 | $7,195 | $30,109 | -$22,914 | -$22,914 |
| FACEBOOK INC | P | 2014-04-07 | 2016-08-01 | $7,274 | $3,407 | $3,867 | $3,867 |
| MOBILEYE NV | P | 2015-04-23 | 2016-01-14 | $13,238 | $20,034 | -$6,796 | -$6,796 |
| GOLDMAN SACHS GRP INC | P | 2014-02-11 | 2016-11-16 | $20,635 | $16,366 | $4,269 | $4,269 |
| NOBLE ENERGY INC | P | 2015-11-16 | 2016-02-10 | $57 | $69 | -$12 | -$12 |
| GOLDMAN SACHS MLP ENGY | P | 2016-02-08 | $33,669 | $72,588 | -$38,919 | -$38,919 | |
| OPTHOTECH CORP | P | 2015-06-23 | 2016-01-05 | $28,083 | $19,549 | $8,534 | $8,534 |
| HARTFORD FIN SERS GRP INC | P | 2013-06-18 | 2016-08-04 | $17,376 | $12,992 | $4,384 | $4,384 |
| SAREPTA THERAPEUTICS INC | P | 2016-03-17 | 2016-09-19 | $27,999 | $8,786 | $19,213 | $19,213 |
| MOBILEYE NV | P | 2014-12-03 | 2016-01-05 | $8,132 | $9,806 | -$1,674 | -$1,674 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$56,429 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$22,683 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $183,995 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,569,688 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $104,622 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,476,387 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.030095 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $113,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,844,085 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $114,281 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,566,779 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $168,972 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,112,713 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.079979 | DistributionYr5Rt |
| Total Distribution | 0.246054 | TotalDistributionRt |
| Average Distribution | 0.049211 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,465,498 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $170,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,209 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,750 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $136,139 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,419 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,419 | SubtotalAmt |
| Tax Based On Investment Income | $2,419 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,373 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,373 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $6 | EsPenaltyAmt |
| Tax Due | $1,052 | TaxDueAmt |
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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MEIR AND BELLA FREUND | IndividualWithBooksNm |
| Phone | 2129623362 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MEIR FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BELLA FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,209,420 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,008,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $300,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,518,272 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,518,272 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $52,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,465,498 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $173,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $173,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,419 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,419 | TotalTaxAmt |
| Distributable Before Adj | $170,856 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $170,856 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $170,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $136,139 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $136,139 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $136,139 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $170,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $5,266 | UndistributedIncomePYAmt |
| Qualifying Distributions | $136,139 | QualifyingDistributionsAmt |
| Applied To Year1 | $5,266 | AppliedToYear1Amt |
| Applied To Current Year | $130,873 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $39,983 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEIR BELLA FREUND | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MEIR FREUND | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1832 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2129623362 | RecipientPhoneNum |
| Form And Info And Materials | NO RESTRICTIONS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO RESTRICTIONS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CONGREGATION KHAL SASREGEN | |||||||
| 1253 EAST 24TH STREET | BROOKLYN | NY | 112104532 | N/A | ACTIVE | CHARITABLE | $52,746 |
| MISC ORGANIZED CHARITIES (1000) | |||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112101513 | N/A | ACTIVE | CHARITABLE | $21,304 |
| OUR PLACE | |||||||
| 44 WALL STREET | NEW YORK | NY | 100052401 | N/A | ACTIVE | CHARITABLE | $17,000 |
| TAFKID | |||||||
| 977 EAST 17TH STREET | BROOKLYN | NY | 112303709 | N/A | ACTIVE | CHARITABLE | $11,000 |
| OHR MEIR FOUNDATION INC | |||||||
| 3023 AVENUE J | BROOKLYN | NY | 112103837 | N/A | ACTIVE | CHARITABLE | $10,000 |
| CONGREGATION DIVREI YOEL | |||||||
| 2 LORIMER STREET | BROOKLYN | NY | 112064807 | N/A | ACTIVE | CHARITABLE | $5,000 |
| OHEL CHILDRENS HOME | |||||||
| 4510 16TH AVENUE | BROOKLYN | NY | 112041101 | N/A | ACTIVE | CHARITABLE | $5,000 |
| YESHIVA OF NITRA RABBINICAL COLLEGE | |||||||
| 163 RODNEY STREET | BROOKLYN | NY | 112111859 | N/A | ACTIVE | CHARITABLE | $2,200 |
| CONGREGATION BORUCH YISROEL | |||||||
| 1717 58TH STREET | BROOKLYN | NY | 112042236 | N/A | ACTIVE | CHARITABLE | $2,080 |
| BAYIT LEPLETOT INC | |||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 112104513 | N/A | ACTIVE | CHARITABLE | $1,800 |
| SYNAGOGUE OF CARRIAGE CLUB SOUTH | |||||||
| 5001 COLLINS AVENUE | MIAMI BEACH | FL | 331402741 | N/A | ACTIVE | CHARITABLE | $1,620 |
| CONGREGATION BAIS YOSHER | |||||||
| 2500 AVENUE M | BROOKLYN | NY | 11210 | N/A | ACTIVE | CHARITABLE | $1,080 |
| ALWAYS OUR KIDS | |||||||
| 5004 AVENUE M | BROOKLYN | NY | 112343802 | N/A | ACTIVE | CHARITABLE | $1,000 |
| YESHIVA IMREI YOSEF | |||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 112194706 | N/A | ACTIVE | CHARITABLE | $1,000 |
| CATSKILLS HATZALAH | |||||||
| PO BOX 50 | MONTICELLO | NY | 127010050 | N/A | ACTIVE | CHARITABLE | $1,000 |
| YESHIVA TAL CHAIM | |||||||
| 343 OCEAN PARKWAY | BROOKLYN | NY | 112184701 | N/A | ACTIVE | CHARITABLE | $900 |
| YESHIVA TORAH VODAATH | |||||||
| 425 EAST 9TH STREET | BROOKLYN | NY | 112185209 | N/A | ACTIVE | CHARITABLE | $535 |
| CHAI LIFELINE | |||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 100014007 | N/A | ACTIVE | CHARITABLE | $360 |
| KEREN ANIYIM | |||||||
| 864 EAST 26TH STREET | BROOKLYN | NY | 112102824 | N/A | ACTIVE | CHARITABLE | $360 |
| CONGREGATION ANSHEI HORIM | |||||||
| 23 BEECHNUT DRIVE | FALLSBURG | NY | 127797003 | N/A | ACTIVE | CHARITABLE | $154 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $136,139 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,840 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60,044 | ExclusionAmt |
| Related Or Exempt Function Incm | $4,279 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$56,429 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $138,884 | ExclusionAmt |
| Related Or Exempt Function Incm | -$52,150 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,734 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MEIR BELLA FREUND | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 112105113 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $275,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $606,345 | EOYBookValueAmt |
| EOYFMV | $601,034 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $1,158,681 | EOYBookValueAmt |
| EOYFMV | $1,245,445 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $5,000 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,170 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NOTES RECEIVABLE | AT COST | $300,000 | $300,000 |
| MUTUAL FUNDS | AT COST | $35,969 | $35,985 |
| EXCHANGE TRADED FUNDS | AT COST | $315,098 | $300,012 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | $16,474 | $16,474 |
| BANK CHARGES | $65 | $65 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| TAXES | $1,250 | $1,250 |
| FOREIGN TAX PAID | $147 | $147 |