STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

UNIDENTIFIED FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
UNIDENTIFIED FOUNDATION (EIN 45-4583092)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-16
IRS object ID
201503209349102500
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-16T13:44:30-06:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN454583092EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Unidentified FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlUNIDBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
Personlazer milsteinPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2015-11-16SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$26,553,868FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$2,440InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,440InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$783,527DividendsRevAndExpnssAmt
Dividends Net Invst Incm$783,527DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$345,982NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$21,844,154GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$439,985TotalRevAndExpnssAmt
Total Net Invst Incm$785,967TotalNetInvstIncmAmt
Other Prof Fees Rev And Expnss$50,185OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$50,185OtherProfFeesNetInvstIncmAmt
Taxes Rev And Expnss$12,500TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$78,477OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$78,452OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$141,162TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$50,210TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$78,452TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,103,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,103,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,244,662TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$50,210TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,181,952TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$1,804,677ExcessRevenueOverExpensesAmt
Net Investment Income$735,757NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$570,751SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$579,990SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$579,990SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$8,129AcctRcvblAmt
Acct Rcvbl BOY$14,104AcctRcvblBOYAmt
Acct Rcvbl EOY$8,129AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$8,129AcctRcvblEOYFMVAmt
US Government Obligations BOY$20,390,278USGovernmentObligationsBOYAmt
US Government Obligations EOY$14,595,313USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$14,520,867USGovtObligationsEOYFMVAmt
Corporate Bonds BOY$6,489,403CorporateBondsBOYAmt
Corporate Bonds EOY$10,476,427CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,444,882CorporateBondsEOYFMVAmt
Other Assets BOY$1,000,000OtherAssetsBOYAmt
Other Assets EOY$1,000,000OtherAssetsEOYAmt
Other Assets EOYFMV$1,000,000OtherAssetsEOYFMVAmt
Total Assets BOY$28,464,536TotalAssetsBOYAmt
Total Assets EOY$26,659,859TotalAssetsEOYAmt
Total Assets EOYFMV$26,553,868TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$28,464,536RetainedEarningBOYAmt
Retained Earning EOY$26,659,859RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$28,464,536TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$26,659,859TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$28,464,536TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$26,659,859TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$28,464,536TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$1,804,677ExcessRevenueOverExpensesAmt
Subtotal$26,659,859SubtotalAmt
Tot Net Ast Or Fund Balances EOY$26,659,859TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$21,844,154GrossSalesPriceAmt
Cost Or Other Basis$22,190,136CostOrOtherBasisAmt
Gain Or Loss-$345,982GainOrLossAmt
Gains Minus Excess Or Losses-$345,982GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$345,982CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$2,617,339AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$27,485,645NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.095226DistributionYr1Rt
Adjusted Qlfy Distri Yr2$33,801AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$16,810,465NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.002011DistributionYr2Rt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.097237TotalDistributionRt
Average Distribution0.048619AverageDistributionRt
Net Vl Noncharitable Assets$25,978,933NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,263,070AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,358NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,270,428AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$2,181,952QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$7,358InvestmentIncomeExciseTaxAmt
Subtotal$7,358SubtotalAmt
Tax Based On Investment Income$7,358TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$27,088EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$27,088TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Overpayment$19,730OverpaymentAmt
Applied To ES Tax$7,400AppliedToESTaxAmt
Refund$12,330RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLazer MPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
TitlePres / Dir / SecTitleTxt
Average Hrs Per Wk Devoted To Pos1.0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line155 Walls Drive suite 302AddressLine1Txt
CityFairfieldCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06824ZIPCd
FieldValueIRS element (for citing)
Service TypeAdministrativeServiceTypeTxt
Compensation$66,446CompensationAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$25,607,548AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$767,003AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$26,374,551TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$26,374,551AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$395,618CashDeemedCharitableAmt
Net Vl Noncharitable Assets$25,978,933NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,298,947MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,298,947MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,358TaxBasedOnInvestmentIncomeAmt
Total Tax$7,358TotalTaxAmt
Distributable Before Adj$1,291,589DistributableBeforeAdjAmt
Distributable Before Ded$1,291,589DistributableBeforeDedAmt
Distributable As Adjusted$1,291,589DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,181,952ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$2,181,952QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$7,358PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$2,174,594AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,291,589DistributableAsAdjustedAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Excess Distribution Cyov Yr1$535,708ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$535,708TotalExcessDistributionCyovAmt
Qualifying Distributions$2,181,952QualifyingDistributionsAmt
Applied To Current Year$1,291,589AppliedToCurrentYearAmt
Remaining Distri From Corpus$890,363RemainingDistriFromCorpusAmt
Total Corpus$1,426,071TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$1,426,071ExcessDistriCyovToNextYrAmt
Excess From Year1$535,708ExcessFromYear1Amt
Excess From Current Year$890,363ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (91 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEPH INSTITUTE
9540 COLLINS AVESURFSIDEFL33154N/APCGeneral & Unrestricted$75,000
AMERICAN FRIENDS OF BIRCHAS MORDECHAI
15 HERSCHEL TERRACEMONSEYNY10952N/APCGeneral & Unrestricted$15,000
AMERICAN FRIENDS OF CHABAD OF THAILAND INC
80 SHORE RDPRT WASHINGTNNY11050N/APCGeneral & Unrestricted$1,000
AMERICAN FRIENDS OF KIRYAT SANZ LANIADO HOSPITAL I
261 W 35TH ST STE 803NEW YORKNY10001N/APCGeneral & Unrestricted$1,000
AMERICAN FRIENDS OF LEKET ISRAEL INC
384 WARWICK AVETEANECKNJ07666N/APCGeneral & Unrestricted$11,000
AMERICAN FRIENDS OF MERCAZ HATORAH INC
333 W WACKER DR STE 2000CHICAGOIL60606N/APCFor the Heshy Blumstein Fund$1,000
AMERICAN FRIENDS OF NER YAAKOV INC
207 ROCKAWAY TPKELAWRENCENY11559N/APCGeneral & Unrestricted$18,000
AMERICAN FRIENDS OF SHALVA ISRAEL INC
315 5TH AVE FL 6NEW YORKNY10016N/APCGeneral & Unrestricted$10,000
AMERICAN SOCIETY FOR YAD VASHEM INC
500 5TH AVE FL 42NEW YORKNY10110N/APCGeneral & Unrestricted$1,000
BETH MEDRASH GOVOHA OF NEW YORK
425 11TH STLAKEWOODNJ08701N/APCGeneral & Unrestricted$30,000
BETH MEDRASH GOVOHA OF NEW YORK
425 11TH STLAKEWOODNJ08701N/APCSorala Fund$19,000
BETH OLOTH
C/O TED KATZENSTEIN 1 LOUIS AVEMONSEYNY10952N/APCGeneral & Unrestricted$5,000
CENTRAL FUND OF ISRAEL
980 AVE OF THE AMERICAS FRNT 3NEW YORKNY10018N/APCBen Yaakov Jerusalem at Yad Rachamim Fund$25,000
CHABAD HOUSE PUBLICATIONS
1976 S LA CIENEGA BLVDLOS ANGELESCA90034N/APCGeneral & Unrestricted$2,000
CHABAD LUBAVITCH OF MONTANA
8755 HUFFMAN LNBOZEMANMT59715N/APCGeneral & Unrestricted$250
CHABAD LUBAVITCH OF PRAGUE
734 MONTGOMERY STBROOKLYNNY11213N/APCGeneral & Unrestricted$31,000
CHABAD LUBAVITCH OF WYOMING INC
PO BOX 9818JACKSONWY83002N/APCGeneral & Unrestricted$1,000
CHABAD LUBAVITCH ON CAMPUS- PRINCETON
15 EDWARDS PLPRINCETONNJ08540N/APCGeneral & Unrestricted$1,000
CHABAD OF MILL VALLEY
247 SHORELINE HWY STE A8MILL VALLEYCA94941N/APCGeneral & Unrestricted$250
CHABAD OF THE VALLEY INC
18181 BURBANK BLVDTARZANACA91356N/APCGeneral & Unrestricted$1,000
CHABAD OF THE WEST SIXTIES INC
145 W 67TH STNEW YORKNY10023N/APCGeneral & Unrestricted$1,000
CHABAD-LUBAVITCH OF GREATER SEATTLE
3327 NE 125TH ST STE 101SEATTLEWA98125N/APCGeneral & Unrestricted$1,000
CHABAD-LUBAVITCH OF ROCHESTER JEWISH EDUC & HOSPIT
730 2ND ST SWROCHESTERMN55902N/APCGeneral & Unrestricted$5,500
CHABADS CHILDREN OF CHERNOBYL
675 3RD AVE STE 321024NEW YORKNY10017N/APCGeneral & Unrestricted$1,000
CHAI FOUNDATION INC DBA CHABAD LUBAVITCH OF MIDTOW
509 5TH AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
COLEL CHABAD
806 EASTERN PKWYBROOKLYNNY11213N/APCGeneral & Unrestricted$11,000
CONFERENCE OF PRESIDENTS OF MAJOR JEWISH ORGANIZAT
633 3RD AVENEW YORKNY10017N/APCGeneral & Unrestricted$1,000
CONGREGATION AHAVAS TZDOKAH VCHESED INC
1347 42ND STBROOKLYNNY11219N/APCTalmud Yerushalmi Siyum Project$1,000
CONGREGATION CHAI LIFELINE
151 W 30TH STNEW YORKNY10001N/APCCamp Simcha Fund$10,000
CONGREGATION HAMERKAZ INC
21110 18TH AVE APT 2EBAYSIDENY11360N/APCGeneral & Unrestricted$111,000
CONGREGATION KHAL AND BETH MEDRASH ZICHRON YAAKOV
12 WALLENBERG CIRMONSEYNY10952N/APCGeneral & Unrestricted$40,000
CONGREGATION KHAL AND BETH MEDRASH ZICHRON YAAKOV
12 WALLENBERG CIRMONSEYNY10952N/APCcharity Fund$30,000
CONGREGATION LEVY YITZ CHAK
900 WILSHIRE BLVD STE 730LOS ANGELESCA90017N/APCZvi Boyarsky Shabbos Fund$5,000
DORESH
2220 NE 203RD TERMIAMIFL33180N/APCGeneral & Unrestricted$12,000
EZRAT ISRAEL INC
806 EASTERN PKWYBROOKLYNNY11213N/APCChabad of Cape Town Fund$1,000
FRACTURED ATLAS INC
248 W 35TH ST 10TH FLRNEW YORKNY10001N/APCJew in the City Program$1,000
FRIENDS OF IR DAVID INC
575 LEXINGTON AVE FL 4NEW YORKNY10022N/APCGeneral & Unrestricted$5,000
FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAYNEW YORKNY10018N/APCGeneral & Unrestricted$5,000
FRIENDS OF UNITED HATZALAH INC
208 E 51ST ST STE 303NEW YORKNY10022N/APCAmbucycle Project$62,000
FRIENDS OF UNITED HATZALAH INC
208 E 51ST ST STE 303NEW YORKNY10022N/APCdefibrillators and vests$150,000
GATEWAYS ORGANIZATION INC
11 WALLENBERG CIRMONSEYNY10952N/APCGeneral & Unrestricted$20,000
GATEWAYS ORGANIZATION INC
11 WALLENBERG CIRMONSEYNY10952N/APCBrownstone Project$20,000
GLOBAL EMERGENCY COALITION CORP
925 ARTHUR GODREY RD STE 205MIAMI BEACHFL33140N/APCGeneral & Unrestricted$10,000
IMRAI KOHAIN CONGREGATION
721 AVE LBROOKLYNNY11230N/APCBuilding Fund$350,000
ISRAEL EMERGENCY ALLIANCE
6505 WILSHIRE BLVDLOS ANGELESCA90048N/APCGeneral & Unrestricted$250
JAVNE FUND
420 COLUMBUS AVEVALHALLANY10595N/APCGeneral & Unrestricted$23,000
JEWISH LATIN CENTER NYC
440 E 23RD ST APT MENEW YORKNY10010N/APCGeneral & Unrestricted$1,000
KULANU YACHAD
39 BELLEWOOD PLELIZABETHNJ07208N/APCGeneral & Unrestricted$40,000
LINCOLN SQUARE SYNAGOGUE INC
200 AMSTERDAM AVENEW YORKNY10023N/APCGeneral & Unrestricted$1,000
M Y KEREN HASHLUCHIM INC
398 CROWN STBROOKLYNNY11225N/APCGeneral & Unrestricted$12,000
MADRAIGOS INC
936 BROADWAYWOODMERENY11598N/APCGeneral & Unrestricted$10,000
MANHATTAN JEWISH EXPERIENCE SYNAGOGUE
131 W 86TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
MATANAH BSESSER OF SOUTH FLORIDA INC
1340 NE 171ST STN MIAMI BEACHFL33162N/APCGeneral & Unrestricted$24,000
MATANAH BSESSER OF SOUTH FLORIDA INC
1340 NE 171ST STN MIAMI BEACHFL33162N/APCEMD Division$12,000
MATANAH BSESSER OF SOUTH FLORIDA INC
1340 NE 171ST STN MIAMI BEACHFL33162N/APCTY Food DS Division$12,000
MATANAH BSESSER OF SOUTH FLORIDA INC
1340 NE 171ST STN MIAMI BEACHFL33162N/APCEMD Fund$12,000
MATANAH BSESSER OF SOUTH FLORIDA INC
1340 NE 171ST STN MIAMI BEACHFL33162N/APCTY-food DS Program$12,000
MEOR INC
PO BOX 279POMONANY10970N/APCGeneral & Unrestricted$50,000
MERKOS LINYONEI CHINUCH INC
770 EASTERN PKWYBROOKLYNNY11213N/APCSiddur Prayer Books$100,000
MESIVTHA TIFERETH JERUSALEM
145 E BROADWAYNEW YORKNY10002N/APCGeneral & Unrestricted$20,000
MIDRASH BET NASSI MHHPT INC
1716 E 7TH STBROOKLYNNY11223N/APCGeneral & Unrestricted$1,000
NATIONAL COMMITTEE FOR THE FURTHERANCE OF JEWISH E
824 EASTERN PKWYBROOKLYNNY11213N/APCGeneral & Unrestricted$35,000
NATIONAL COUNCIL OF YOUNG ISRAEL
9592 HARDING AVE 2ND FLSURFSIDEFL33154N/APCTzitis Project$100,000
NATIONAL COUNCIL OF YOUNG ISRAEL
9592 HARDING AVE 2ND FLSURFSIDEFL33154N/APCTzitis for Soldiers and Students$45,000
NATIONAL COUNCIL OF YOUNG ISRAEL
PO BOX 176HEWLETTNY11557N/APCGeneral & Unrestricted$2,000
NATIONAL SOCIETY FOR HEBREW DAY SCHOOLS
620 FOSTER AVEBROOKLYNNY11230N/APCGeneral & Unrestricted$1,000
NEW YORK SYNAGOGUE AND TORAH CENTER
1455 UNION STBROOKLYNNY11213N/APCGeneral & Unrestricted$1,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCGeneral & Unrestricted$148,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCPesach 2014 Fund$60,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCStudent Siddur project$50,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCGeneral Purpose and Tiffilin Fund$10,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCStudent Siddur Project$50,000
OHEL AVRAHAM
PO BOX 95016PALATINEIL60095N/APCfunding for staffing$25,000
ONE ISRAEL FUND LTD
445 CENTRAL AVE UNIT 210CEDARHURSTNY11516N/APCGeneral & Unrestricted$2,750
ONE JERUSALEM CHARITABLE AND EDUCATIONAL FUND
C/O SKP LLP 1745 BROADWAY - 18TH FNEW YORKNY10019N/APCRav Cheshin - Shaare Marpeh Fund$5,000
OUR PLACE IN NEW YORK INC
95 LAWRENCE AVEBROOKLYNNY11230N/APCGeneral & Unrestricted$10,000
OUR PLACE IN NEW YORK INC
95 LAWRENCE AVEBROOKLYNNY11230N/APCZvi Gluck Fund$10,000
PARENTS FOR TORAH FOR ALL CHILDREN PTACH INC
1689 E 5TH STBROOKLYNNY11230N/APCGeneral & Unrestricted$2,000
PROJECT CARE INC
26 CONCORD DRMONSEYNY10952N/APCGeneral & Unrestricted$1,000
RABBINICAL SEMINARY OF AMERICA
7601 147TH STFLUSHINGNY11367N/APCGeneral & Unrestricted$1,000
SHUL OF BAL HARBOUR INC
9540 COLLINS AVESURFSIDEFL33154N/APCHashkama Aryeh Chazan Fund$2,000
SHUL OF BAL HARBOUR INC
9540 COLLINS AVESURFSIDEFL33154N/APCYeshiva Scholarship Program$18,000
SHUL OF BAL HARBOUR INC
9540 COLLINS AVESURFSIDEFL33154N/APCAir Conditioning for the Shul's Sukkah$8,500
THE CARLEBACH SHUL CONGREGATION KEHILATH JACOB
305 W 79TH STNEW YORKNY10024N/APCGeneral & Unrestricted$1,000
TORAH LEARNING CENTER INC
675 NE 172ND STN MIAMI BEACHFL33162N/APCGeneral & Unrestricted$12,000
UNITED JEWISH GENERATIONS INC
16820 NE 6TH CTN MIAMI BEACHFL33162N/APCGeneral & Unrestricted$17,000
WEST SIDE CENTER FOR JEWISH LIFEINC
219 W 81ST ST APT 4FNEW YORKNY10024N/APCGeneral & Unrestricted$6,000
YESHIVA SHALOM RAV
1111 SAGE STFAR ROCKAWAYNY11691N/APCGeneral & Unrestricted$5,000
YESHIVAH OHEL MOSHE
7914 BAY PKWYBROOKLYNNY11214N/APCJerusalem Chesed Fund$1,000
YESHIVAT NACHLAT HALVIIM TRUST
156 5TH AVE FL 10NEW YORKNY10010N/APCGeneral & Unrestricted$15,000
ZICHRON YAAKOV INSTITUTE
12 WALLENBERG CIRMONSEYNY10952N/APCGeneral & Unrestricted$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,103,500TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,440ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$783,527ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$345,982ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$439,985ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$439,985TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
500769GG3$498,258$495,595
AMERICAN EXPRESS - 2.375% - 03$248,678$245,436
APPLE INC - 2.100% - 05/06/201$553,256$556,243
BANK OF MONTREAL - 1.30% - 07/$259,763$261,460
BANK OF MONTREAL MTN 02.500% -$632,022$614,496
BB&T CORPORATION - 2.45% - 01/$509,645$507,924
BERKSHIRE HATHAWAY INC - 2.10%$520,125$523,276
BP CAPITAL MARKETS PLC 01.375%$559,541$549,304
GENERAL ELEC CAP CORP MTN BE -$596,982$611,110
HOME DEPOT INC - 2.25% - 09/10$510,120$509,534
HSBC HLDGS PLC SR GLBL NT 4.00$535,813$553,436
IBM CORP NOTES - 5.700% - 09/1$730,506$668,663
JPMORGAN CHASE & CO - 3.25% -$560,498$573,320
MERCK & CO INC NT 2.400% - 09/$651,424$624,603
ORACLE CORP SR NT - 2.250% - 1$508,439$512,723
PEPSICO INC - 2.250% - 01/07/2$530,861$537,302
PROVINCE OF ONTARIO BD - 1.100$499,560$497,110
SIMON PROPERTY GROUP LP BOND 0$535,804$567,172
TOYOTA MOTOR CREDIT CORP MTN 0$536,432$529,428
WELLS FARGO CO MTN BE - 3.45%$498,700$506,747

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$14,075,313USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$14,001,741USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$520,000StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$519,126StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescPRI LOAN- GOLD COAST CAMP INC.Desc
EOY Book Value$1,000,000EOYBookValueAmt
EOYFMV$1,000,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
Administrative Fees$66,446$66,446
Bank Charges$25$25
CLOSING COSTS & RECORDING FEES$11,891$11,891
State or Local Filing Fees$115$115

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryInvestment Management ServicesCategoryTxt
Amt$50,185Amt
Net Investment Income$50,185NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
Category990-PF Estimated Tax for 2014CategoryTxt
Amt$12,500Amt