BFF FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BFF FOUNDATION INC (EIN 11-3261912)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349103157
- Schema version
- 2024v5.2
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T14:49:55-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113360065 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTH & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1428 36TH STREET SUITE 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113261912 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BFF FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BFFF | BusinessNameControlTxt |
| Phone | 7189755303 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 1428 36TH STREET 200 | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH BISTRITZKY | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7189755303 | PhoneNum |
| Signature | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL WEGH | PreparerPersonNm |
| PTIN | P00427236 | PTIN |
| Phone | 7182361600 | PhoneNum |
| Preparation | 2025-11-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $28,133,243 | 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 | $10,220 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,220 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $637,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $637,270 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $820,565 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,865,918 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $820,565 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $395,613 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $401,855 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,863,688 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,869,910 | 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 | $24,683 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,341 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $131,345 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $131,345 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $25,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $14,142 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,585 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $10,585 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,487 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,487 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $194,926 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,900 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,176,781 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,176,781 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,371,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,900 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,176,781 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $491,981 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,699,010 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,384 | CashBOYAmt |
| Cash EOY | $17,498 | CashEOYAmt |
| Cash EOYFMV | $17,498 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $217,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $249,432 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $249,432 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $11,046,218 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,582,157 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,582,157 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,364,580 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,214,264 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,214,264 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $6,761,990 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,716,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,716,146 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $412,815 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $63,069 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $360,331 | LandBOYAmt |
| Land EOY | $349,746 | LandEOYAmt |
| Land EOYFMV | $349,746 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $26,784,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,133,243 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $28,133,243 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $81,532 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $81,532 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $81,532 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,532 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $26,703,195 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $28,051,711 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $26,703,195 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,051,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $26,784,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,133,243 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $26,703,195 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $491,981 | ExcessRevenueOverExpensesAmt |
| Other Increases | $856,535 | OtherIncreasesAmt |
| Subtotal | $28,051,711 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $28,051,711 | 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 SECURITES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,865,918 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,045,353 | CostOrOtherBasisAmt |
| Gain Or Loss | $820,565 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $820,565 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $820,565 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,760 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,760 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $2,871 | 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 | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH BISTRITZKY | IndividualWithBooksNm |
| Phone | 7189755303 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4625 POST AVENUE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | 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 | Yes (1) | 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 |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
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 |
|---|---|---|---|---|---|---|---|---|
| JOSEPH BISTRITZKY | ||||||||
| 4625 POST AVENUE | MIAMI BEACH | FL | 33140 | PRESIDENT & TREASURER | 5.00 | $0 | $0 | $0 |
| SHEILA BISTRITZKY | ||||||||
| 4625 POST AVENUE | MIAMI BEACH | FL | 33140 | SECRETARY | 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 | $27,052,830 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $220,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $447,518 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,720,977 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,720,977 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $415,815 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,305,162 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,365,258 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,365,258 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,616 | TotalTaxAmt |
| Distributable Before Adj | $1,341,642 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,341,642 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,341,642 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,176,781 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,176,781 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,341,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $768,026 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,176,781 | QualifyingDistributionsAmt |
| Applied To Year1 | $768,026 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $408,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $932,887 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSEPH BISTRITZKY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CONGREGATION BOBOV 45 | ||||||
| 1320 50TH STREET | BROOKLYN | NY | 11219 | PC | TO FURTHER JEWISH CAUSES | $50,000 |
| CONGREGATION KIBUD AV | ||||||
| 3512 QUENTIN ROAD | BROOKLYN | NY | 11234 | PC | TO FURTHER JEWISH CAUSES | $425,000 |
| KHAL YEHUDA LEIB | ||||||
| 2922 AVE L | BROOKLYN | NY | 11210 | PC | TO FURTHER JEWISH CAUSES | $40,000 |
| OHEL CHILDREN'S HOME AND FAMILY SERVICES | ||||||
| 4510 16TH AVE | BROOKLYN | NY | 11204 | PC | TO FURTHER JEWISH CAUSES | $150,000 |
| PAYPAL CHARITABLE GIVING FUND | ||||||
| 1250 I ST NW STE 1202 | WASHINGTON | DC | 20005 | PC | TO FURTHER JEWISH CAUSES | $290,740 |
| PINNACLE RTC INC | ||||||
| 2361 NOSTRAND AVE STE 402 | BROOKLYN | NY | 11210 | PC | TO FURTHER JEWISH CAUSES | $90,552 |
| YESHIVA BETH JOSEPH TZVI DUSHINSKY | ||||||
| 135 ROSS STREET | BROOKLYN | NY | 11211 | PC | TO FURTHER JEWISH CAUSES | $100,000 |
| YESHIVA OHR YITZCHOK | ||||||
| 1214 EAST 15TH STREET | BROOKLYN | NY | 11230 | PC | TO FURTHER JEWISH CAUSES | $18,000 |
| YESHIVA MEOR HATORAH | ||||||
| 720 MASSACHUSETTS AVE | LAKEWOOD | NJ | 08701 | PC | TO FURTHER JEWISH CASUSES | $360 |
| MAYAN YISROEL | ||||||
| 3315 AVE N | BROOKLYN | NY | 11234 | PC | TO FURTHER JEWISH CAUSES | $12,129 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,176,781 | 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 | $10,220 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | $20 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $637,270 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $401,855 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $820,565 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RENTAL LOSS FROM PASSTHROUGH | Desc |
| Business | 531120 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,242 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$6,222 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,869,910 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,863,688 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,683 | Amt |
| Net Investment Income | $12,341 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LEASEHOLD IMPROVEMENTS | PropertyDesc |
| Acquired | 2019-01-01 | AcquiredDt |
| Cost Or Other Basis | $412,815 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $52,484 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 39.000000000000 | LifeRt |
| Current Year Expense | $10,585 | CurrentYearExpenseAmt |
| Net Investment Income | $10,585 | NetInvestmentIncomeAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AB COMMERCIAL REAL ESTATE PRIV ATE DEBT FUND, LLC CLASS 1B | $427,272 | $427,272 |
| BERNSTEIN INTERMEDIATE DURATION PORTFOLIO | $109,077 | $109,077 |
| BERNSTEIN INTER DURATION INSTITUTIONAL PORTFOLIO | $4,327,637 | $4,327,637 |
| AB GLOBAL BOND FUND CL I | $4,350,278 | $4,350,278 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (81 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GLOBAL RESEARCH INSIGHTS | $2,330,053 | $2,330,053 |
| AB SELECT US EQUITY PORTFOLIO CL ADVISOR | $1,812,126 | $1,812,126 |
| AB CAP FD INC CONCENTRATED GROWTH FD ADV CL | $1,514,541 | $1,514,541 |
| AB WEALTH APPRECIATION STRATEGY FD ADV CL | $96,366 | $96,366 |
| AB DISCOVERY VALUE FUND CL ADVISOR | $158,182 | $158,182 |
| AB DISCOVERY GROWTH FUND ADVISOR CL | $124,159 | $124,159 |
| AB SMALL CAP CORE PORTFOLIO ADV CL | $108,388 | $108,388 |
| ADOBE INC | $36,464 | $36,464 |
| ALPHABET INC | $167,968 | $167,968 |
| AMAZON.COM INC | $146,553 | $146,553 |
| AMEREN CORP | $22,642 | $22,642 |
| AMERICAN ELECTRIC POWER | $24,349 | $24,349 |
| APPLE INC | $157,514 | $157,514 |
| AUTOZONE INC | $22,414 | $22,414 |
| BAKER HUGHES COMPANY | $39,010 | $39,010 |
| BANK OF AMERICA CORP | $41,972 | $41,972 |
| BOOZ ALLEN HAMILTON HOLDING | $8,752 | $8,752 |
| BROADCOM INC | $98,300 | $98,300 |
| CAMECO CORP | $19,682 | $19,682 |
| CDW CORPORATION | $13,053 | $13,053 |
| CHARLES SCHWAB CORP NEW | $51,807 | $51,807 |
| CHEVRON CORPORATION | $9,125 | $9,125 |
| COCA COLA COMPANY | $31,005 | $31,005 |
| COMCAST CORP | $34,565 | $34,565 |
| CONSTELLATION BRANDS INC | $21,658 | $21,658 |
| CORTEVA INC | $26,942 | $26,942 |
| COSTCO WHOLESALE CORP-NEW | $24,739 | $24,739 |
| CSX CORPORATION | $43,726 | $43,726 |
| DEERE & CO | $23,727 | $23,727 |
| DIGITAL REALTY TRUST INC | $23,585 | $23,585 |
| EATON CORPORATION PLC | $46,462 | $46,462 |
| EDWARDS LIFESCIENCES CORP | $14,954 | $14,954 |
| EOG RES INC | $43,393 | $43,393 |
| FISERV INC | $31,224 | $31,224 |
| GE VERNOVA LLC | $31,248 | $31,248 |
| GOLDMAN SACHS GROUP INC | $58,980 | $58,980 |
| HOME DEPOT INC | $44,734 | $44,734 |
| HONEYWELL INTL INC | $19,427 | $19,427 |
| HUBSPOT INC | $16,722 | $16,722 |
| HYATT HOTELS CORP | $12,244 | $12,244 |
| IQVIA HOLDINGS INC | $39,499 | $39,499 |
| KLA CORPORATION | $20,794 | $20,794 |
| LABCORP HOLDINGS INC | $21,327 | $21,327 |
| LINDE PLC | $28,470 | $28,470 |
| LYONDELLBASELL INDUSTRIES | $27,926 | $27,926 |
| MEDTRONIC PLC | $40,978 | $40,978 |
| MERCK & CO INC | $24,572 | $24,572 |
| META PLATFORMS INC | $113,589 | $113,589 |
| MICROSOFT CORP | $244,470 | $244,470 |
| NIKE INC | $19,447 | $19,447 |
| NVIDIA CORP | $225,607 | $225,607 |
| NXP SEMICONDUCTORS N V | $35,958 | $35,958 |
| ORACLE CORPORATION | $60,824 | $60,824 |
| OTIS WORLDWIDE CORPORATION | $21,393 | $21,393 |
| PACCAR INC | $28,918 | $28,918 |
| PENTAIR PLC | $12,882 | $12,882 |
| PROCTER & GAMBLE CO | $31,015 | $31,015 |
| PROGRESSIVE CORP-OHIO | $43,130 | $43,130 |
| PROLOGIS INC | $29,596 | $29,596 |
| QUALCOMM INC | $11,214 | $11,214 |
| REGENERON PHARMACEUTICALS INC | $18,521 | $18,521 |
| ROCHE HOLDING LTD | $25,148 | $25,148 |
| SERVICENOW INC | $12,721 | $12,721 |
| STARBUCKS CORP | $19,436 | $19,436 |
| T MOBILE US INC | $41,056 | $41,056 |
| TAIWAN SEMICONDUCTOR MFG CO | $25,081 | $25,081 |
| THERMO FISHER SCIENTIFIC INC | $28,092 | $28,092 |
| UNITEDHEALTH GROUP INC | $83,973 | $83,973 |
| VERTEX PHARMACEUTICALS INC | $30,605 | $30,605 |
| VISA INC | $119,463 | $119,463 |
| WALMART INC | $79,147 | $79,147 |
| WALT DISNEY CO | $41,422 | $41,422 |
| WATERS CORP | $27,453 | $27,453 |
| WELLS FARGO & CO | $56,824 | $56,824 |
| WESTERN DIGITAL CORP | $8,110 | $8,110 |
| WILLIS TOWERS WATSON PUBLIC | $17,541 | $17,541 |
| ZOETIS INC | $19,877 | $19,877 |
| AB ACTIVE ETFS INC AB CONSERVATIVE BUFFER ETF | $1,048,855 | $1,048,855 |
| AB INTERNATIONAL STRATEGIC EQI PORTFOLIO ADV | $1,779,614 | $1,779,614 |
| AB INTERNATIONAL SMALL CAP PORTFOLIO ADV | $300,682 | $300,682 |
| BERNSTEIN EMERGING MARKETS PORTFOLIO | $164,172 | $164,172 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB MULTI-MANAGER ALTERNATIVE FUND | FMV | $1,992,086 | $1,992,086 |
| ALLIANCEBERNSTEIN SECURITIZED ASSETS FUND (CAYMAN), L.P | FMV | $2,604,790 | $2,604,790 |
| OVERLAY A PORTFOLIO CLASS 2 | FMV | $263,191 | $263,191 |
| OVERLAY B PORTFOLIO CLASS 2 | FMV | $758,307 | $758,307 |
| THURSDAY INVESTORS LLC | AT COST | $97,772 | $97,772 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LEASEHOLD IMPROVEMENTS | CategoryOrItemTxt |
| Cost Or Other Basis | $412,815 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $63,069 | AccumulatedDepreciationAmt |
| Book Value | $349,746 | BookValueAmt |
| EOYFMV | $349,746 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT | Desc |
| EOY Book Value | $4,000 | EOYBookValueAmt |
| EOYFMV | $4,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OFFICE EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,487 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,487 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FOREIGN INVESTMENT INCOME | $401,855 | $401,855 | $401,855 |
| RENTAL LOSS FROM PASSTHROUGH | -$6,242 | -$6,242 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $856,535 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $131,345 | Amt |
| Net Investment Income | $131,345 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAXES | $9,646 | $0 | $0 |
| FOREIGN TAX | $14,142 | $14,142 | $0 |
| STATE TAXES | $2,038 | $0 | $0 |