UNIDENTIFIED FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNIDENTIFIED FOUNDATION (EIN 45-4583092)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349101550
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:41:40-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 454583092 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Unidentified Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | UNID | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lazer M | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $27,768,563 | 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 | $2,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $828,358 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $642,585 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$575,882 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,824,293 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $254,753 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $644,862 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $1,700 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,700 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $63,695 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,695 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,643 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $71,956 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $71,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,994 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,700 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,651 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,549,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,549,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,707,494 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,700 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,623,151 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,452,741 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $581,162 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $59,725 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $570,751 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $570,751 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $14,104 | AcctRcvblAmt |
| Acct Rcvbl BOY | $76,590 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $14,104 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $14,104 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $22,918,690 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $20,390,278 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,910,364 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $6,862,272 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,489,403 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,273,344 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,917,277 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,464,536 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,768,563 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $29,917,277 | RetainedEarningBOYAmt |
| Retained Earning EOY | $28,464,536 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,917,277 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $28,464,536 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,917,277 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $28,464,536 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,917,277 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,452,741 | ExcessRevenueOverExpensesAmt |
| Subtotal | $28,464,536 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $28,464,536 | 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 Securities | PropertyDesc |
| Gross Sales Price | $21,824,293 | GrossSalesPriceAmt |
| Cost Or Other Basis | $22,400,175 | CostOrOtherBasisAmt |
| Gain Or Loss | -$575,882 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$575,882 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$575,882 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $33,801 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $16,810,465 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.002011 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $0 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.002011 | TotalDistributionRt |
| Average Distribution | 0.002011 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $27,485,645 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,274 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,812 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $61,086 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,623,151 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $5,812 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,812 | SubtotalAmt |
| Tax Based On Investment Income | $5,812 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $20,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $14,588 | OverpaymentAmt |
| Applied To ES Tax | $14,588 | 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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Lazer M | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Pres / Dir / Sec | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $71,951 |
| Samson Capital Advisors | |||||
| 600 Lexington Avenue 20th Floor | NEW YORK | NY | 10022 | Investment Mgmt | $51,426 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | LOAN TO GOLD COAST CAMP INC.-OPERATION OF CAMPGROUND SITE FOR USE AS A SUMMER CAMP FOR CHILDREN AND A SPIRITUAL RETREAT FOR RELIGIOUS ORGANIZATIONS. | Description1Txt |
| Expenses1 | $1,000,000 | Expenses1Amt |
| Total | $1,000,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,227,685 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $676,523 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $27,904,208 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $27,904,208 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $418,563 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,485,645 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,374,282 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,374,282 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,812 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,812 | TotalTaxAmt |
| Distributable Before Adj | $1,368,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,368,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,368,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,623,151 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,000,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,623,151 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,812 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,617,339 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,368,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $718,973 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Qualifying Distributions | $2,623,151 | QualifyingDistributionsAmt |
| Applied To Year1 | $718,973 | AppliedToYear1Amt |
| Applied To Current Year | $1,368,470 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $535,708 | RemainingDistriFromCorpusAmt |
| Total Corpus | $535,708 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $535,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $535,708 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEPH INSTITUTE | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN FRIENDS OF BIRCHAS MORDECHAI | |||||||
| 15 HERSCHEL TERRACE | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $30,000 |
| AMERICAN FRIENDS OF SHALVA ISRAEL INC | |||||||
| 315 5TH AVE FL 6 | NEW YORK | NY | 10016 | N/A | PC | General & Unrestricted | $17,000 |
| AMERICAN FRIENDS OF YAD ELIEZER INC | |||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | N/A | PC | Maos Chitim Campaign | $100,000 |
| BETH MEDRASH GOVOHA OF NEW YORK | |||||||
| 425 11TH ST | LAKEWOOD | NJ | 08701 | N/A | PC | Sorala Fund | $95,000 |
| CHABAD LUBAVITCH OF HAWAII | |||||||
| 3430 E MANOA RD | HONOLULU | HI | 96822 | N/A | PC | General & Unrestricted | $1,000 |
| CHABAD LUBAVITCH OF PRAGUE | |||||||
| 710 MONTGOMERY ST | BROOKLYN | NY | 11213 | N/A | PC | General & Unrestricted | $13,000 |
| CHABAD LUBAVITCH OF THE UPPER EAST SIDE INC | |||||||
| 419 E 77TH ST | NEW YORK | NY | 10075 | N/A | PC | Young Professionals Fund c/o Yosef Wilhelm Program | $10,000 |
| COLEL CHABAD | |||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | N/A | PC | General & Unrestricted | $25,000 |
| CONGREGATION HAMERKAZ INC | |||||||
| 21110 18TH AVE APT 2E | BAYSIDE | NY | 11360 | N/A | PC | General & Unrestricted | $50,000 |
| CONGREGATION KHAL AND BETH MEDRASH ZICHRON YAAKOV | |||||||
| 12 WALLENBERG CIR | MONSEY | NY | 10952 | N/A | PC | General & Unrestricted | $25,000 |
| CONGREGATION ZICHRONE BINYAMIN | |||||||
| 701 PRINCETON AVE | LAKEWOOD | NJ | 08701 | N/A | PC | Super Storm Sandy Relief Project | $10,000 |
| IMRAI KOHAIN CONGREGATION | |||||||
| 721 AVE L | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $350,000 |
| ISRAEL FOOD DISTRIBUTION INC | |||||||
| 136 LAFAYETTE AVE | PASSAIC | NJ | 07055 | N/A | PC | Maos Chitim Campaign | $50,000 |
| JAVNE FUND | |||||||
| 420 COLUMBUS AVE | VALHALLA | NY | 10595 | N/A | PC | General & Unrestricted | $25,000 |
| JEWISH FAMILY SERVICE AGENCY OF CENTRAL JERSEY | |||||||
| 655 WESTFIELD AVE | ELIZABETH | NJ | 07208 | N/A | PC | Adoption, Holocaust Survivor Assistance, Family and Children's Counseling, Food Pantry, Kosher Meals on Wheels, Home Health Aide Services, Career Assistance, Emergency Financial Assistance, Nursing and Personal Care Transportation | $15,000 |
| KOLLEL OF ELIZABETH CONGREGATION INC | |||||||
| 215 HOWARD AVE | PASSAIC | NJ | 07055 | N/A | PC | General & Unrestricted | $15,000 |
| KULANU YACHAD | |||||||
| 39 BELLEWOOD PL | ELIZABETH | NJ | 07208 | N/A | PC | General & Unrestricted | $25,000 |
| KUPATH EZRAH OF ROCKLAND COUNTY INC | |||||||
| PO BOX 3 | MONSEY | NY | 10952 | N/A | PC | Bill assistance program | $5,000 |
| M Y KEREN HASHLUCHIM INC | |||||||
| 398 CROWN ST | BROOKLYN | NY | 11225 | N/A | PC | General & Unrestricted | $50,000 |
| MADRAIGOS INC | |||||||
| 936 BROADWAY | WOODMERE | NY | 11598 | N/A | PC | General & Unrestricted | $5,000 |
| MATANAH BSESSER OF SOUTH FLORIDA INC | |||||||
| 1340 NE 171ST ST | N MIAMI BEACH | FL | 33162 | N/A | PC | General & Unrestricted | $15,000 |
| MESIVTHA TIFERETH JERUSALEM | |||||||
| 145 E BROADWAY | NEW YORK | NY | 10002 | N/A | PC | General & Unrestricted | $15,000 |
| MONSEY CHAI LINE INC | |||||||
| 74 REMSEN AVE | MONSEY | NY | 10952 | N/A | PC | Assisting those in need Initiative | $25,000 |
| NATIONAL COUNCIL OF YOUNG ISRAEL | |||||||
| 9592 HARDING AVE 2ND FL | SURFSIDE | FL | 33154 | N/A | PC | Building Fund | $100,000 |
| NATIONAL ORGANIZATION FOR MARRIAGE EDUCATION FUND | |||||||
| 2029 K ST NW STE 300 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $10,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | General & Unrestricted | $125,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | Chagim Fund and Old City Fund | $30,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | Yeshaya Book Fund | $75,000 |
| OHEL AVRAHAM | |||||||
| PO BOX 95016 | PALATINE | IL | 60095 | N/A | PC | eBook Publication of International Students Guide | $5,000 |
| OUR PLACE IN NEW YORK INC | |||||||
| 95 LAWRENCE AVE | BROOKLYN | NY | 11230 | N/A | PC | General & Unrestricted | $10,000 |
| OUR PLACE IN NEW YORK INC | |||||||
| 95 LAWRENCE AVE | BROOKLYN | NY | 11230 | N/A | PC | Zvi Gluck Fund | $10,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | Charity Fund | $100,000 |
| SHUL OF BAL HARBOUR INC | |||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | N/A | PC | Holocost Survivors Program | $10,000 |
| TORAH ACADEMY FOR GIRLS | |||||||
| 444 BEACH 6TH ST | FAR ROCKAWAY | NY | 11691 | N/A | PC | General & Unrestricted | $4,000 |
| WEST SIDE CENTER FOR JEWISH LIFEINC | |||||||
| 219 W 81ST ST APT 4F | NEW YORK | NY | 10024 | N/A | PC | General & Unrestricted | $15,000 |
| YESHIVA DERECH CHAIM | |||||||
| 1573 39TH ST | BROOKLYN | NY | 11218 | N/A | PC | Matching Contribution Fund | $60,000 |
| YESHIVA OF SPRING VALLEY INC | |||||||
| 121 COLLEGE RD | SUFFERN | NY | 10901 | N/A | PC | Rebbi's Appreciation Fund | $14,500 |
| YESHIVA SHALOM RAV | |||||||
| 1111 SAGE ST | FAR ROCKAWAY | NY | 11691 | N/A | PC | General & Unrestricted | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,549,500 | 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 | $2,277 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $828,358 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$575,882 | 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 | $254,753 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $254,753 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EXPRESS - 2.375% - 03 | $248,678 | $246,998 |
| ASTRAZENECA PLC NT - 5.900% - | $676,181 | $628,909 |
| BANK OF MONTREAL - 1.30% - 07/ | $259,763 | $262,180 |
| BANK OF MONTREAL MTN 02.500% - | $632,022 | $618,054 |
| BP CAPITAL MARKETS PLC 01.375% | $559,541 | $543,507 |
| GENERAL ELEC CAP CORP MTN BE - | $596,982 | $580,630 |
| IBM CORP NOTES - 5.700% - 09/1 | $730,506 | $688,980 |
| JPMORGAN CHASE & CO - 3.25 | $560,498 | $546,243 |
| MERCK & CO INC NT 2.400% - | $651,424 | $584,597 |
| PEPSICO INC - 2.250% - 01/07/2 | $530,861 | $531,338 |
| TOYOTA MOTOR CREDIT CORP MTN 0 | $536,432 | $534,877 |
| WELLS FARGO & CO - 1.50% - | $506,515 | $507,031 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,740,388 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,378,999 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $5,649,890 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $5,531,365 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Consultations | CategoryTxt |
| Legal Fees | $1,700 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,700 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRI LOAN-GOLD COAST CAMP INC. | Desc |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $71,876 | $71,876 | |
| Bank Charges | $5 | $5 | |
| State or Local Filing Fees | $75 | $75 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $63,695 | Amt |
| Net Investment Income | $63,695 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $20,400 |
| 990-PF Excise Tax for 2012 | $243 |