JACOB AND ANITA PENZER FOUNDATION INC: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: JACOB AND ANITA PENZER FOUNDATION INC (EIN 65-0710609)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-16
IRS object ID: 202523209349100242
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
All Oth Prog Rltd Investments Sch
Depreciation Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Land Etc Schedule2
Other Assets Schedule
Other Expenses Schedule
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-16T15:58:19-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	270120069	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	COOPERSMITH SIMON & VOGEL PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	50 CHARLES LINDBERGH BLVD STE 605	AddressLine1Txt
City	UNIONDALE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11553	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	650710609	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JACOB AND ANITA PENZER FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	JACO	BusinessNameControlTxt
Phone	5163752190	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	CO RICHARD PENZER 81 HARBORVIEW W	AddressLine1Txt
City	LAWRENCE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11559	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RICHARD PENZER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	5163752190	PhoneNum
Signature	2025-11-16	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	WILLIAM A VOGEL	PreparerPersonNm
PTIN	P00209076	PTIN
Phone	5164835800	PhoneNum

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	$27,671,158	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	$681,912	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$681,912	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$15,849	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$15,849	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$62,807	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$20,000	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$634,954	TotalRevAndExpnssAmt
Total Net Invst Incm	$697,761	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$621,758	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$34,779	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$586,979	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$144,000	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$57,600	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$86,400	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$66,045	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,302	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$62,743	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$59,002	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2,550	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$48,452	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$476	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$51,279	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$51,279	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$65,448	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$0	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$65,448	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$1,008,008	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$98,231	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$901,301	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$651,260	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$651,260	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$1,659,268	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$98,231	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$1,552,561	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,024,314	ExcessRevenueOverExpensesAmt
Net Investment Income	$599,530	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$775,963	CashBOYAmt
Cash EOY	$802,871	CashEOYAmt
Cash EOYFMV	$802,871	CashEOYFMVAmt
Other Nts And Loans Rcvbl	$3,641,661	OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct	$0	OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY	$3,591,661	OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY	$3,641,661	OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV	$3,641,661	OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY	$7,810,613	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$6,525,246	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$6,525,246	USGovtObligationsEOYFMVAmt
Other Investments BOY	$15,894,683	OtherInvestmentsBOYAmt
Other Investments EOY	$16,122,944	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$16,122,944	OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$597,396	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$21,207	LandBldgEquipAccumDeprecAmt
Land BOY	$576,665	LandBOYAmt
Land EOY	$576,189	LandEOYAmt
Land EOYFMV	$576,189	LandEOYFMVAmt
Other Assets BOY	$2,247	OtherAssetsBOYAmt
Other Assets EOY	$2,247	OtherAssetsEOYAmt
Other Assets EOYFMV	$2,247	OtherAssetsEOYFMVAmt
Total Assets BOY	$28,651,832	TotalAssetsBOYAmt
Total Assets EOY	$27,671,158	TotalAssetsEOYAmt
Total Assets EOYFMV	$27,671,158	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$80,825	AccountsPayableBOYAmt
Accounts Payable EOY	$70,573	AccountsPayableEOYAmt
Total Liabilities BOY	$80,825	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$70,573	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$28,571,007	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$27,600,585	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$28,571,007	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$27,600,585	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$28,651,832	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$27,671,158	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$28,571,007	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,024,314	ExcessRevenueOverExpensesAmt
Other Increases	$53,892	OtherIncreasesAmt
Subtotal	$27,600,585	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$27,600,585	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	SoldSoldDt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt
SECURITIES AT MORGAN STANLEY	P	2024-12-31	-$62,214	-$62,214
CENTRAL PUGET SOUND- 4.845% DUE 2/1/24	P	2024-02-01	-$593	-$593	2019-07-23	$20,000	$20,593

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$62,807	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$8,333	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$8,333	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$8,333	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$4,738	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$8,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$12,738	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Es Penalty	$136	EsPenaltyAmt
Overpayment	$4,269	OverpaymentAmt
Applied To ES Tax	$4,269	AppliedToESTaxAmt
Refund	$0	RefundAmt

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	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	FL	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	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	RICHARD PENZER	IndividualWithBooksNm
Phone	5163752190	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	81 HARBORVIEW WEST	AddressLine1Txt
City	LAWRENCE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11559	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
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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
ARIEL PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES / DIRECTOR	10.00	$103,500	$0	$0
RICHARD PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	PRESIDENT / DIRECTOR	40.00	$220,996	$0	$0
JACKI PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES /SECRETARY /DIRE	40.00	$255,000	$0	$0
JACOB PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES / DIRECTOR	18.00	$42,262	$0	$0
MICHAEL PENZER
81 HARBORVIEW WEST	LAWRENCE	NY	115591911	VICE PRES /TREASURER/ ASS'	4.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	ELIE HECHT	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O LIFE 112 SPRUCE STREET	AddressLine1Txt
City	CEDARHURST	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11516	ZIPCd

Field	Value	IRS element (for citing)
Title	ATTORNEY	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$144,000	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Description1	N/A	Description1Txt
Expenses1	$0	Expenses1Amt
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$19,621,604	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,288,979	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$7,224,864	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$28,135,447	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$28,135,447	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$422,032	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$27,713,415	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,385,671	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,385,671	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$8,333	TaxBasedOnInvestmentIncomeAmt
Total Tax	$8,333	TotalTaxAmt
Distributable Before Adj	$1,377,338	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,377,338	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,377,338	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$1,552,561	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$1,552,561	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,377,338	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$609,766	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$160,548	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2	$201,071	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$183,988	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,155,373	TotalExcessDistributionCyovAmt
Qualifying Distributions	$1,552,561	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,377,338	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$175,223	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,330,596	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	$609,766	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$720,830	ExcessDistriCyovToNextYrAmt
Excess From Year4	$160,548	ExcessFromYear4Amt
Excess From Year2	$201,071	ExcessFromYear2Amt
Excess From Year1	$183,988	ExcessFromYear1Amt
Excess From Current Year	$175,223	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	Address Line2RecipientForeignAddress/AddressLine2Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Address Line2RecipientUSAddress/AddressLine2Txt
2022 ACT SOCIETY
GALERIA DE ARTES Y CIENCIAS 875	CARRETERA 693 SUITE 201	DORADO	PUERTO RICO	RQ	00646	NONE	501(C)(3)	GENERAL	$5,000
AGUDAH OF WEST LAWRENCE
						NONE	501(C)(3)	GENERAL	$1,800	631 LANETT AVENUE	FAR ROCKAWAY	NY	11691
AISH KODESH
						NONE	501(C)(3)	GENERAL	$2,500	PO BOX 361	WOODMERE	NY	11598
AGUDAH OF FIVE TOWNS
						NONE	501(C)(3)	GENERAL	$5,000	508 PENINSULA BLVD	CEDARHURST	NY	11516
ALEPH BETA
						NONE	501(C)(3)	GENERAL	$180	3 E EVERGREEN RD UNIT 101 708	NEW YORK CITY	NY	10956
ANGELS FOR HUMANITY
						NONE	501(C)(3)	GENERAL	$350	213 BENNETT AVE APT 4C	NEW YORK	NY	10040
AISH GLOBAL INC
						NONE	501(C)(3)	GENERAL	$1,000	915 CLIFTON AVENUE SUITE 4	CLIFTON	NJ	07013
ANN STORCK CENTER INC
						NONE	501(C)(3)	GENERAL	$1,235	1790 SW 43 WAY	FORT LAUDERDALE	FL	33317
AREYVUT AGRICULTURAL JEWISH LEARNING
						NONE	501(C)(3)	GENERAL	$57,940	5511 WOODLAND LN	DAVIE	FL	33328
ARTISTS 4 ISRAEL
						NONE	501(C)(3)	GENERAL	$8,400	1060 S COCHRAN AVE	LOS ANGELES	CA	90019
BREAKTHROUGH MIAMI
						NONE	501(C)(3)	GENERAL	$765	UNITED WAY ANSIN BUILDING 3250 SW	MIAMI	FL	33129	3RD AVE
BIG BROTHER BIG SISTER MIAMI
						NONE	501(C)(3)	GENERAL	$3,186	550 NW 42ND AVE	MIAMI	FL	33126
BRING THEM HOME NOW
						NONE	501(C)(3)	GENERAL	$2,000	18851 NE 29TH AVENUE STE 600	AVENTURA	FL	33180	AVENTURA
CHABAD OF THE PUERTO RICO
						NONE	501(C)(3)	GENERAL	$39,660	18 C ROSA	CAROLINA	PR	00979
CHESED FUND- YOUN BOOTS FOR ISRAEL
						NONE	501(C)(3)	GENERAL	$3,705	8625 FRANCIS LEWIS BLVD	JAMAICA	NY	11427
CHAPMAN PARTNERSHIP
						NONE	501(C)(3)	GENERAL	$317	1550 NORTH MIAMI AVENUE	MIAMI	FL	33136
CONGREGATION AGUDATH ISRAEL
						NONE	501(C)(3)	GENERAL	$2,500	20 ACADEMY ROAD	CALDWELL	NJ	07006
CONGREGATION KNESSETH ISRAEL
						NONE	501(C)(3)	GENERAL	$2,500	229 MOUNTAIN AVENUE	BOUND BROOK	NJ	08805
EILAT CHARITIES
						NONE	501(C)(3)	GENERAL	$345,790	508 N LARCHMONT BLVD	LOS ANGELES	CA	90004
FAIRFIELD TROPICAL BOTANIC GARDEN
						NONE	501(C)(3)	GENERAL	$2,000	10901 OLD CUTLER ROAD	MIAMI	FL	33156
FRIEND OF ASOR
						NONE	501(C)(3)	GENERAL	$2,500	209 COMMERCE STREET	ALEXANDRIA	VA	22314
FAENA ARTS
						NONE	501(C)(3)	GENERAL	$6,109	3500 COLLINS AVENUE	MIAMI BEACH	FL	33140
HAFTR
						NONE	501(C)(3)	GENERAL	$29,000	635 CENTRAL AVE 2308	CEDARHURST	NY	11516
HATZOLAH
						NONE	501(C)(3)	GENERAL	$1,000	PO BOX 440	WOODMERE	NY	11598
INSTITUTE OF CONTEMPORARY ART
						NONE	501(C)(3)	GENERAL	$5,665	25 HARBOR SHORE DRIVE	BOSTON	MA	02210
IRVING PLACE MINYAN
						NONE	501(C)(3)	GENERAL	$1,000	111 IRVING PL	WOODMERE	NY	11598
KSPACE MIAMI
						NONE	501(C)(3)	GENERAL	$15,000	3375 NE 207TH STREET	AVENTURA	FL	33180
LOCUSTS PROJECTS
						NONE	501(C)(3)	GENERAL	$13,926	297 NE 67TH ST	MIAMI	FL	33138
MIAMI SWIM WEEK LITTLE LIGHTHOUSE FDN
						NONE	501(C)(3)	GENERAL	$206	100 BISCAYNE BLVD	MIAMI	FL	33132
NATIONAL ASSOCIATION OF CHEVRA KADISHA
						NONE	501(C)(3)	GENERAL	$7,000	85-18 117TH STREET	RICHMOND HILL	NY	11418
ONE ISRAEL FUND
						NONE	501(C)(3)	GENERAL	$1,000	445 CENTRAL AVENUE	CEDARHURST	NY	11516
PEREZ ART MUSEUM
						NONE	501(C)(3)	GENERAL	$2,500	1103 BISCAYNE BLVD	MIAMI	FL	33132
RAINBOW OASIS
						NONE	501(C)(3)	GENERAL	$517	1145 NW 48TH ST	MIAMI	FL	33127
SPACEBLUE ARCH MISSION FDN
						NONE	501(C)(3)	GENERAL	$970	PO BOX 4009	HARLAN	IA	51593
SHEBA MEDICAL CENTER
						NONE	501(C)(3)	GENERAL	$1,000	575 MADISON AVE 10TH FLOOR	NEW YORK	NY	10022
STAND WITH US
						NONE	501(C)(3)	GENERAL	$1,800	PO BOX 341069	LOS ANGELES	CA	900341069
STYLE SAVES
						NONE	501(C)(3)	GENERAL	$1,626	1800 N MIAMI AVE	MIAMI	FL	33136
THE TRIBE 18 INC
						NONE	501(C)(3)	GENERAL	$5,000	20 EXCHANGE PL APT 112	NEW YORK	NY	10005
THE BASS MUSEUM
						NONE	501(C)(3)	GENERAL	$31,156	2100 COLLINS AVE	MIAMI BEACH	FL	33139
URBAN OASIS PROJECT
						NONE	501(C)(3)	GENERAL	$3,700	6870 SW 45TH LANE	MIAMI	FL	33155
VARIOUS CHARITIES
						NONE	501(C)(3)	GENERAL	$1,155	C/O R PENZER 81 HARBORVIEW WEST	LAWRENCE	NY	11559
VIZCAYA MUSEUM AND GARDENS
						NONE	501(C)(3)	GENERAL	$1,500	3251 S MIAMI AVE	MIAMI	FL	33129
WOMEN OF TOMORROW
						NONE	501(C)(3)	GENERAL	$1,338	8400 NW 36TH STREET STE 450	DORAL	FL	33166
WOODHAVEN FOUNDATION
						NONE	501(C)(3)	GENERAL	$5,000	5 DIVING ST	STONINGTON	CT	06378
YESHIVA UNIVERSITY
						NONE	501(C)(3)	GENERAL	$2,500	720 UNION BLVD	SPRING VALLEY	NY	10977
YOUNG JEWISH PROFESSIONALS
						NONE	501(C)(3)	GENERAL	$1,800	107 E 16 STREET	NEW YORK	NY	10003
ZOO MIAMI FOUNDATION
						NONE	501(C)(3)	GENERAL	$5,900	12400 SW 152ND ST	MIAMI	FL	33177
CONGREGATION BAIS SHALOM
						NONE	501(C)(3)	GENERAL	$2,000	11-21 SAGE ST	FAR ROCKAWAY	NY	11691
CORAL GABLES COMMUNITY FDN
						NONE	501(C)(3)	GENERAL	$804	288 ARAGON AVE SUITE D	CORAL GABLES	FL	33134
CORPORACION PARA EL DESARROLLO DE ESCUEL
						NONE	501(C)(3)	GENERAL	$5,000	200 AVE JESUS T PINERO APT 11-0	SAN JUAN	PR	00918
JEWISH MUSEUM OF FLORIDA
						NONE	501(C)(3)	GENERAL	$3,000	301 WASHINGTON AVE	MIAMI BEACH	FL	33139
JEWISH NATIONAL FUND
						NONE	501(C)(3)	GENERAL	$1,000	42 E 69TH ST	NEW YORK	NY	10021
KOL HANEAR
						NONE	501(C)(3)	GENERAL	$1,180	185 GREAT NECK RD SUITE 4D	GREAT NECK	NY	11021
ROUND ROBBIN PLAYGROUP
						NONE	501(C)(3)	GENERAL	$780	540 NW 165TH ST SUITE 301	NORTH MIAMI	FL	33169
SOUTH FLORIDA
						NONE	501(C)(3)	GENERAL	$1,800	PO BOX 4009	HARLAN	IA	51593

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$651,260	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	$681,912	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$15,849	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$62,807	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$634,954	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$634,954	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 (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
COOPERSMITH, SIMON & VOGEL, PC	$12,045	$602	$11,443
AMANDA BLUM, CPA	$54,000	$2,700	$51,300

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Desc	N/A	Desc
Amt	$0	Amt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (5 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt	RtRt
FURNITURE & FIXTURES	2017-09-01	$6,511	$3,255	200DB	7.000000000000	$0	$0
COMPUTER EQUIPMENT	2017-10-01	$3,995		200DB	5.000000000000	$0	$0
FURNITURE & FIXTURES	2021-01-01	$2,177		200DB	7.000000000000	$0	$0
FURNITURE & FIXTURES	2023-02-01	$9,713	$278	200DB	7.000000000000	$476	$0
BUILDING		$575,000				$0	$0	0.000000000000

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$6,525,246	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$6,525,246	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
OTHER INVESTMENTS	AT COST	$3,008,203	$3,008,203
NEWEDGE SECURITIES	FMV	$13,114,741	$13,114,741

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (5 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
FURNITURE & FIXTURES	$6,511	$6,511	$0
COMPUTER EQUIPMENT	$3,995	$3,995	$0
FURNITURE & FIXTURES	$2,177	$2,177	$0
FURNITURE & FIXTURES	$9,713	$8,524	$1,189
BUILDING	$575,000	$0	$575,000

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	SECURITY DEPOSITS	Desc
BOY Book Value	$2,247	BOYBookValueAmt
EOY Book Value	$2,247	EOYBookValueAmt
EOYFMV	$2,247	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES	$1,477	$0	$1,477
DUES & SUBSCRIPTIONS	$1,221	$0	$1,221
MEALS & ENTERTAINMENT	$30,274	$0	$30,274
OFFICE SUPPLIES	$1,703	$0	$1,703
MISCELLANEOUS EXPENSE	$1,600	$0	$1,600
COMPUTER & INTERNET	$1,230	$0	$1,230
INSURANCE	$23,693	$0	$23,693
PROFESSIONAL NETWORKING	$4,250	$0	$4,250

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (3 entries)

DescDesc	AmtAmt
UNREALIZED BOOK NET GAINS	$21,236
MUNI INTEREST	$10,500
PRIOR PERIOD ADJUSTMENT	$22,156

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$51,002	$2,550	$48,452
EXCISE TAX	$8,000	$0	$0