HELLER FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HELLER FAMILY FOUNDATION (EIN 20-2055940)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-27
- IRS object ID
- 202533009349100538
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-27T13:50:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brand Sonnenschine LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1641 East 16th Street FL 4 | AddressLine1Txt |
| City | Brooklyn | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11229 | 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 | 202055940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MOISHE HELLER | InCareOfNm |
| Business Name Control | HELL | BusinessNameControlTxt |
| Phone | 7186332333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOISHE HELLER | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 7186332333 | PhoneNum |
| Signature | 2025-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Bruce Tager | PreparerPersonNm |
| PTIN | P00631278 | PTIN |
| Phone | 2122190220 | PhoneNum |
| Preparation | 2025-10-26 | 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 | $1,886,345 | 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 | $756,524 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,786 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $416 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,370 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,033 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $28,033 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $45,323 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $315,178 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $45,323 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $831,666 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $73,772 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,370 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $658 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $658 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $12,011 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12,011 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,669 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,669 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $160,635 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $160,635 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $173,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,669 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $160,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $658,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,103 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,128 | CashBOYAmt |
| Cash EOY | $26,537 | CashEOYAmt |
| Cash EOYFMV | $26,537 | CashEOYFMVAmt |
| US Government Obligations BOY | $74,048 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $984,889 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,706,864 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,859,759 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $23 | OtherAssetsBOYAmt |
| Other Assets EOY | $49 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $49 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,075,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,733,450 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,886,345 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $1,075,088 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,733,450 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,075,088 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,450 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,075,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,733,450 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,075,088 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $658,362 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,733,450 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,733,450 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| MERILL LYNCH 06264 SHORT TERM COVERED | P | $104,568 | $97,554 | $7,403 | $7,014 | ||
| 15 SH BLACKROCK LIQUIDITY FUND | P | $15 | $15 | 2024-02-14 | 2024-12-10 | ||
| MERILL LYNCH 06264 LONG TERM COVERED | $210,546 | $173,024 | $37,871 | $37,522 | |||
| CAPITAL GAIN DIVIDENDS | P | $49 | |||||
| CAPITAL GAIN DIVIDENDS | P | $49 | |||||
| CAPITAL GAIN DIVIDENDS | P | $49 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $45,323 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $849 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $849 | SubtotalAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $9 | EsPenaltyAmt |
| Overpayment | $1,142 | OverpaymentAmt |
| Applied To ES Tax | $1,142 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOISHE HELLER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7186332333 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1Txt |
| City | BROOKLYN | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MOISHE HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| SARAH HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 11219 | TRUSTEE | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,236,764 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,265,517 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,265,517 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,983 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,246,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $62,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $62,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $849 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $849 | TotalTaxAmt |
| Distributable Before Adj | $61,478 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $61,478 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $61,478 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $160,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $160,635 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $61,478 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $126,455 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $167,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,702 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,709 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,905 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $321,767 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $160,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $61,478 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $99,157 | RemainingDistriFromCorpusAmt |
| Total Corpus | $420,924 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $126,455 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $294,469 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $167,996 | ExcessFromYear4Amt |
| Excess From Year3 | $11,702 | ExcessFromYear3Amt |
| Excess From Year2 | $3,709 | ExcessFromYear2Amt |
| Excess From Year1 | $11,905 | ExcessFromYear1Amt |
| Excess From Current Year | $99,157 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MOISHE HELLER | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| KHAL TORAS CHAIM | |||||||
| 5228 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | PC | CHARITY | $50,000 |
| PLEDGER CHARITABLE DAF FUND | |||||||
| 4403 15 AVE 547 | BROOKLYN | NY | 11219 | NONE | PC | CHARITY | $110,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $160,635 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,786 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $45,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $75,142 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,142 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MOISHE HELLER | |||||||
| 1 | 1437 59TH STREET | BROOKLYN | NY | 11219 | $256,524 | Yes (X) | Yes (X) |
| THE RUBIN FAMILY FOUNDATION INC | |||||||
| 2 | 1441 59TH STREET | BROOKLYN | NY | 11219 | $500,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $249,755 | FairMarketValueAmt |
| Received | 2024-12-26 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERILL LYNCH 06264 | StockNm |
| EOY Book Value | $1,706,864 | EOYBookValueAmt |
| EOYFMV | $1,859,759 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLES | Desc |
| BOY Book Value | $23 | BOYBookValueAmt |
| EOY Book Value | $49 | EOYBookValueAmt |
| EOYFMV | $49 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $12,011 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,011 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $658 | Amt |
| Net Investment Income | $658 | NetInvestmentIncomeAmt |