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HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-11-14
IRS object ID
201403189349100530
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 ReturnHeader

FieldValueIRS element (for citing)
Return2014-11-14T09:14:07-06:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN650680306PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LEVENSON KATZIN & BALLOTTA PABusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line17901 SW 6TH CT STE 140AddressLine1
CityPLANTATIONCity
StateFLState
ZIP Code33324ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN650757808EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HAHN FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlHAHNBusinessNameControlTxt
Phone3056529306PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11313 HASTINGS STREETAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY J HAHNPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone3056529306PhoneNum
Signature2014-11-02SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALFRED J KATZIN CPAPreparerPersonNm
PTINP00046553PTIN
Phone9549617940PhoneNum
Preparation2014-11-14PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$13,141,734FMVAssetsEOYAmt
Method Of Accounting OtherYes (X)MethodOfAccountingOtherInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,974InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,974InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$261,477DividendsRevAndExpnssAmt
Dividends Net Invst Incm$261,477DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$48,015NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,607,094GrossSalesPriceAmt
Other Income Rev And Expnss$30,599OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$26,076OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$249,035TotalRevAndExpnssAmt
Total Net Invst Incm$292,527TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$236LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$236LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$25,480AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$25,480AccountingFeesNetInvstIncmAmt
Other Prof Fees Rev And Expnss$33,695OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,695OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,000OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss$33InterestRevAndExpnssAmt
Interest Net Invst Incm$33InterestNetInvstIncmAmt
Taxes Rev And Expnss$2,951TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,489TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$62,395TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,933TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15,000TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$543,984ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$543,984ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$606,379TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,933TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$558,984TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$357,344ExcessRevenueOverExpensesAmt
Net Investment Income$245,594NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$72,529SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$190,946SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$190,946SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$9,562,615CorporateStockBOYAmt
Corporate Stock EOY$10,257,164CorporateStockEOYAmt
Corporate Stock EOYFMV$11,122,715CorporateStockEOYFMVAmt
Corporate Bonds BOY$666,236CorporateBondsBOYAmt
Other Investments BOY$2,095,774OtherInvestmentsBOYAmt
Other Investments EOY$1,589,374OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,820,246OtherInvestmentsEOYFMVAmt
Other Assets BOY$5,501OtherAssetsBOYAmt
Other Assets EOY$7,827OtherAssetsEOYAmt
Other Assets EOYFMV$7,827OtherAssetsEOYFMVAmt
Total Assets BOY$12,402,655TotalAssetsBOYAmt
Total Assets EOY$12,045,311TotalAssetsEOYAmt
Total Assets EOYFMV$13,141,734TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$12,402,655UnrestrictedBOYAmt
Unrestricted EOY$12,045,311UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$12,402,655TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$12,045,311TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$12,402,655TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$12,045,311TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$12,402,655TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$357,344ExcessRevenueOverExpensesAmt
Subtotal$12,045,311SubtotalAmt
Tot Net Ast Or Fund Balances EOY$12,045,311TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE UBS 16685 REPORTP2013-01-022013-12-30$92,023$95,948-$3,925-$3,925
SEE MORGAN STANLEY 131306 REPORTP2012-01-022013-01-30$30,151$22,491$7,660$7,660
SEE UBS 16685 REPORTP2012-01-022013-12-30$318,197$323,747-$5,550-$5,550
SEE UBS 16685 REPORTP2012-01-022013-12-30$2,474,725$2,652,292-$177,567-$177,567
SEE UBS 16683 REPORTP2013-01-022013-12-30$466,956$497,877-$30,921-$30,921
SEE UBS 16683 REPORTP2012-01-022013-12-30$517,853$419,398$98,455$98,455
SEE UBS 16683 REPORTP2012-01-022013-12-30$273,371$376,105-$102,734-$102,734
SEE UBS 16684 REPORTP2013-01-022013-12-30$97,289$92,814$4,475$4,475
SEE UBS 16684 REPORTP2013-01-022013-12-30$9,610$9,979-$369-$369
SEE UBS 16684 REPORTP2012-01-022013-12-30$47,583$48,748-$1,165-$1,165
SEE UBS 16684 REPORTP2012-01-022013-12-30$8,646$7,156$1,490$1,490
SEE UBS 16686 REPORTP2013-01-022013-12-30$33,309$32,974$335$335
OPPENHEIMER INTL BOND FD CL AP2006-12-222013-01-09$50,000$45,897$4,103$4,103
SEE MORGAN STANLEY 131306 REPORTP2012-01-022013-01-30$25,549$25,295$254$254
SPDR GOLD TR GOLD SHSP2012-06-052013-02-21$1,983$2,041-$58-$58
IPATH DOW JONESP2012-12-102013-01-04$2,023$2,347-$324-$324
FieldValueIRS element (for citing)
Capital Gain Net Income-$48,015CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$30,787NetShortTermCapitalGainLossAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$696,435AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$12,520,064NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.055626DistributionYr1Rt
Adjusted Qlfy Distri Yr2$624,781AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,099,249NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.047696DistributionYr2Rt
Adjusted Qlfy Distri Yr3$621,203AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$12,899,706NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048156DistributionYr3Rt
Adjusted Qlfy Distri Yr4$615,230AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,258,799NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050187DistributionYr4Rt
Adjusted Qlfy Distri Yr5$525,288AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,642,336NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.035875DistributionYr5Rt
Total Distribution0.237540TotalDistributionRt
Average Distribution0.047508AverageDistributionRt
Net Vl Noncharitable Assets$12,624,143NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$599,748AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,456NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$602,204AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$558,984QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,912InvestmentIncomeExciseTaxAmt
Subtotal$4,912SubtotalAmt
Tax Based On Investment Income$4,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,700EstimatedPlusOvpmtIncmTxAmt
Applied To Es Tax$2,500AppliedToEsTaxAmt
Total Payments And Credits$5,200TotalPaymentsAndCreditsAmt
Overpayment$288OverpaymentAmt
Applied To ES Tax$288AppliedToESTaxAmt

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 StateFLOrgReportOrRegisterStateCd
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
Website AddressN/AWebsiteAddressTxt
Individual With BooksALFRED J KATZIN CPAIndividualWithBooksNm
Phone9549617940PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line17901 SW 6TH COURT SUITE 140AddressLine1
CityPLANTATIONCity
StateFLState
ZIP Code333243248ZIPCode
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
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 (3 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
BARRY HAHN
1313 HASTINGS STREETTEANECKNJ07666DIRECTOR2.00$0$0$0
ELLIOT HAHN
1000 S PINE ISLAND ROAD SUITE 430PLANTATIONFL33324DIRECTOR2.00$0$0$0
LILLIAN HAHN
1000 S PINE ISLAND ROAD SUITE 430PLANTATIONFL33324DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$12,613,624AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$202,342AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$423FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$12,816,389TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$12,816,389AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$192,246CashDeemedCharitableAmt
Net Vl Noncharitable Assets$12,624,143NetVlNoncharitableAssetsAmt
Minimum Investment Return$631,207MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$631,207MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,912TaxBasedOnInvestmentIncomeAmt
Total Tax$4,912TotalTaxAmt
Distributable Before Adj$626,295DistributableBeforeAdjAmt
Distributable Before Ded$626,295DistributableBeforeDedAmt
Distributable As Adjusted$626,295DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$558,984ExpensesAndContributionsAmt
Qualifying Distributions$558,984QualifyingDistributionsAmt
Adjusted Qualifying Distri$558,984AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$626,295DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$24,114ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,114TotalExcessDistributionCyovAmt
Qualifying Distributions$558,984QualifyingDistributionsAmt
Applied To Current Year$558,984AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$24,114ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$24,114ExcessDistributionCyovAppCYAmt
Undistributed Income CY$43,197UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerELLIOT AND LILLIAN HAHNContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBARRY J HAHNRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11313 HASTINGS STREETAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Recipient Phone3056529306RecipientPhoneNum
Form And Info And MaterialsEMAIL TO HAHNFAMILYFOUNDATION@YAHOO.COMFormAndInfoAndMaterialsTxt
Submission DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsQUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLYRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1Address Line2RecipientForeignAddress/AddressLine2CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/Country
AMERICAN COMMITTEE FOR SHAARE
AMERICAN COMMITTEE FOR SHAARE45 WEST 45 STREET45 WEST 45 STREETNEW YORKNY10036NONE501(C)(3)FOR MEDICAL RESEARCH SUPPORT$100,000
AMIT
AMIT817 BROADWAY817 BROADWAYNEW YORKNY10003NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$100
BAIS MEDRASH OF SOUTH FLORIDA
BAIS MEDRASH OF SOUTH FLORIDA18731 S DIXIE HWY18731 S DIXIE HWYMIAMIFL33157NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,000
BAIS YAAKOV SCHOOL OF MIAMI
BAIS YAAKOV SCHOOL OF MIAMI1110 NE 163RD STREET1110 NE 163RD STREETNORTH MIAMI BEACHFL33162NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$5,000
AMERICAN FRIENDS OF BEIT ISSIE SHAP
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO18900 NE 25TH AVENUE18900 NE 25TH AVENUENORTH MIAMI BEACHFL33180NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$5,000
AMERICAN FRIENDS OF BEIT OROT
AMERICAN FRIENDS OF BEIT OROT162 DECAR LANE162 CEDAR LANETEANECKNJ07666NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$180
CHAI LIFELINE
CHAI LIFELINE151 WEST 30TH STREET151 WEST 30TH STREETNEW YORKNY10001NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$18,432
CHMOL
CHMOL5225 NEW UTRECHT AVE5225 NEW UTRECHT AVEBROOKLYNNY11219NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$50
CHOFETZ CHAIM HERITAGE FOUNDATION
CHOFETZ CHAIM HERITAGE FOUNDATION361 SPOOK ROCK ROAD361 SPOOK ROCK ROADSUFFERNNY10901NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$360
CONGREGATION BNAI YESHURA
CONGREGATION BNAI YESHURA641 W ENGLEWOOD AVE641 W ENGLEWOOD AVETEANECKNJ07666NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$3,312
CONGREGATION SHAARAY TEFILAH
CONGREGATION SHAARAY TEFILAH971 NE 172 STREET971 NE 172 STREETNORTH MIAMI BEACHFL33162NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$55,075
FIRSTGIVINGCOM-CC
FIRSTGIVINGCOM-CC34 FARNSWORTH STREET 3RD34 FARNSWORTH STREET 3RDBOSTONMA02210NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$36
FRIENDS OF LUBAVITCH LANDOW
FRIENDS OF LUBAVITCH LANDOW513 KENWOOD PLACE513 KENWOOD PLACETEANECKNJ07666NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$18,500
HASBARA FELLOWSHIPS
HASBARA FELLOWSHIPS520 8TH AVENUE SUITE 2004520 8TH AVENUE SUITE 2004NEW YORKNY10018NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$25,000
HASC
HASC5902 12TH AVENUE5902 12TH AVENUEBROOKLYNNY11219NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$100
HOLOCAUST DOCUMENTATION & EDUCATION
HOLOCAUST DOCUMENTATION & EDUCATION2031 HARRISON STREET2031 HARRISON STREETHOLLYWOODFL33020NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$500
JEWISH ADOPTION & FOSTER CARE OPTIO
JEWISH ADOPTION & FOSTER CARE OPTIONS4200 N UNIVERSITY DRIVE4200 N UNIVERSITY DRIVESUNRISEFL33351NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$75,000
JEWISH CENTER FOR SPECIAL
JEWISH CENTER FOR SPECIAL430 KENT AVE430 KENT AVEBROOKLYNNY11211NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$180
JEWISH COLLEGITE LEARNING EXCHANGE
JEWISH COLLEGIATE LEARNING EXCHANGE1500 NW 49TH STREET1500 NW 49TH STREETFORT LAUDERDALEFL33309NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$12,500
KADIMA SCHOOL FOR SPECIAL
KADIMA SCHOOL FOR SPECIAL7011 SHOUP STREET7011 SHOUP STREETWEST HILLSCA91307NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$6,800
KESHER LD INC
KESHER LD INC18900 NE 25TH AVENUE18900 NE 25TH AVENUEMIAMIFL33180NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1,800
NATL CONF OF SYNAGOGUE YOUTH
NATL CONF OF SYNAGOGUE YOUTH1345 QUEEN ANNE ROAD1345 QUEEN ANNE ROADTEANECKNJ07666NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$36,000
NER ISRAEL RABBINICAL COLLEGE
NER ISRAEL RABBINICAL COLLEGE400 MOUNT WILSON LANE400 MOUNT WILSON LANEBALTIMOREMD21208NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1,000
NORTH MIAMI BEACH KOLLEL
NORTH MIAMI BEACH KOLLEL16375 NE 18TH AVE16375 NE 18TH AVENORTH MIAMI BEACHFL33162NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$7,800
ORTHODOX UNION
ORTHODOX UNION11 BROADWAY11 BROADWAYNEW YORKNY10004NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$194
PROJECT EZRAH NEEDS INC
PROJECT EZRAH NEEDS INC95 CEDAR LANE95 CEDAR LANEENGLEWOODNJ07631NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$720
REFUAH YESHUAH
REFUAH YESHUAH3054 BEDFORD AVE3054 BEDFORD AVEBROOKLYNNY11210NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$50
YAVNEH ACADEMY
YAVNEH ACADEMY155 N FAIRVIEW AVENUE155 N FAIRVIEW AVENUEPARAMUSNJ07652NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$41,000
YESHIVA TORAS CHAIM
YESHIVA TORAS CHAIM1025 NE MIAMI GARDENS DR1025 NE MIAMI GARDENS DRNORTH MIAMI BEACHFL33179NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$25,000
YESHIVAS TORAS MOSHE
YESHIVAS TORAS MOSHE1145 E 21ST STREET1145 E 21ST STREETBROOKLYNNY11210NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$10,000
YESHIVAT NOAM
YESHIVAT NOAM70 WEST CENTURY ROAD70 WEST CENTURY ROADPARAMUSNJ07652NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$15,975
YOUNG ISRAEL GREATER MIAMI
YOUNG ISRAEL GREATER MIAMI990 NE 171 STREET990 NE 171 STREETNORTH MIAMI BEACHFL33162NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,035
BEN PORAT YOSEF SCHOOL
BEN PORAT YOSEF SCHOOL243 FRISCH COURT243 FRISCH COURTPARAMUSNJ07652NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$100
JACKSON MEMORIAL HOSPITAL
JACKSON MEMORIAL HOSPITAL1611 NW 12TH AVE1611 NW 12TH AVEMIAMIFL33136NONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$20,000
BET KNESSET MIGDAL HASHOSHANIM
BET KNESSET MIDGAL HASHOSHANIMNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$18022 PINSKER STREET222 PINSKER STREETJERUSALEMISRAELIS
SOUTHERN NCSY
SOUTHERN NCSY7200 CAMINO REAL STE 1047200 CAMINO REAL STE 104BOCA RATONFL334335511NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$7,500
FRIENDS OF THE MARCH OF THE LIVING
FRIENDS OF THE MARCH OF THE LIVING16100 COLLINS AVE STE 11416100 COLLINS AVE STE 114SUNNY ISLES BEACHFL33160NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,000
TOURO COLLEGE
TOURO COLLEGE43 WEST 23RD STREET43 WEST 23RD STREETNEW YORKNY10010NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$10,000
FRIENDS OF LUBAVITCH BERGEN CNTY
FRIENDS OF LUBAVITCHBERGEN CNTY513 KENWOOD PLACE513 KENWOOD PLACETEANECKNJ07666NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,050
OPERATION SMILE
OPERATION SMILE3641 FACILITY BOULEVARD3641 FACILITY BOULEVARDVIRGINIA BEACHVA23453NONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$1,000
SULAM
SULAM1513 45TH STREET1513 45TH STREETBROOKLYNNY11219NONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$500
AISH HATORAH SOUTH FLORIDA
AISH HATORAH SOUTH FLORIDA4010 N 46TH AVE4010 N 46TH AVEHOLLYWOODFL33021NONE501(C)(3)FOR RELIGIOUS GENERAL ASUPPORT$5,000
AMERICAN FRIENDS OF BIMAD
AMERICAN FRIENDS OF BIMAD345 VICTORY BLVD345 VICTORY BLVDNEW ROCHELLENY10804NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,780
AMUTA
AMUTANONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,805PO BOX 432PO BOX 432NETANYAIS
BETH JACOB ACADEMY
BETH JACOB ACADEMY1213 ELM AVE1213 ELM AVEBRROKLYNNY11230NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$200
FRIENDS OF YESHIVA ADERES HATORAH
FRIENDS OF YESHIVA ADERES HATORAH1072 MADISON AVE1072 MADISON AVELAKEWOODNJ08701NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$6,000
JOHN CARROLL SOCIETY
JOHN CARROLL SOCIATYPO BOX 454PO BOX 454GLEN ECHOMD20812NONE501(C)(3)FOR CHARTIBALE GENERAL SUPPORT$5,000
JEWISH EDUCATION CENTER OF SOUTH FL
JEWISH EDUCATION CENTER OF SOUTH FL3600 NW 2ND COURT3600 NW 2ND COURTBOCA RATONFL33431NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$5,000
MESORAH HIGH SCHOOL FOR GIRLS
MESORAH HIGH SCHOOL FOR GIRLS12712 PARK CENTRAL DR12712 PARK CENTRAL DRDALLASTX752511502NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$500
BROT
BROT5986 SUMMERSWEET DRIVE5986 SUMMERSWEET DRIVECLAYTONOH45315NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$18
MIKVAH ASSOCIATION OF TEANECK
MIKVAH ASSOCIATION OF TEANECK1726 WINDSOR ROAD1726 WINDSOR ROADTEANECKNJ07666NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$1,800
MIKVAH JOVITA COJAB NO MIAMI BEACH
MIKVAH JOVITA COJAB NO MIAMI BEACH1054 NE MIAMI GARDENS DR1054 NE MIAMI GARDENS DRNORTH MIAMI BEACHFL33179NONE501(C)(3)FOR CHARTIABLE GENERAL SUPPORT$100
AMERICAN FRIENDS OF ORR SHALOM
AMERICAN FRIENDS OF ORR SHALOM11831 MINNETONKA BLVD11831 MINNETONKA BLVDMINNEAPOLISMN55305NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$180
CONGREGATION RINAT YISRAEL
CONGREGATION RINAT YISRAEL389 WEST ENGLEWOOD AVE389 WEST ENGLEWOOD AVETEANECKNJ07666NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$400
PROJECT ASERET
PROJECT ASERETNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$5,000TEMPLE MOUNTTEMPLE MOUNTJERUSALEMISRAELIS
PROJECT EXTREME
PROJECT EXTREME335 CENTRAL AVENUE335 CENTRAL AVENUELAWRENCENY11559NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$5,000
AMERICAN COMMITTEE FOR SHAARE ZEDEK
AMERICAN COMMITTEE FOR SHAARE ZEDEK55 WEST 39 STREET 4TH FL55 WEST 39 STREET 4TH FLNEW YORKNY10018NONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$180
SIMCHA LAYELADIM
SIMCHA LAYELADIM10140 NW 47TH STREET10140 NE 47TH STREETSUNRISEFL33351NONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$1,800
TOMCHEI SHABBOS OF MIAMI
TOMCHEI SHABBOS OF MIAMI1545 WASHINGTON AVE1545 WASHINGTON AVEMIAMI BEACHFL33139NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$560
YESHIVA ATERES SHMUEL OF WATERBURY
YESHIVA ATERES SHMUEL OF WATERBURY47 BUCKINGHAM47 BUCKINGHAMWATERBURYQCT06710NONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$360
ZICHRON R MARKS FUND
ZICHRON R MARKS FUND1319 51ST STREET1319 51ST STREETBRROKLYNNY11219NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$180
CHEVRAT PINTO NYC
CHEVRAT PINTO NYC207 W 78TH STREET207 W 78TH STREETNEW YORKNY10024NONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$180
US DISTRICT COURT
US DISTRICT COURTONE ST ANDREWS PLAZAONE ST ANDREWS PLAZANEW YORKNY10007NONE501(C)(1)FOR RESTITUTION RECOVERY-$9,088
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$543,984TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,974ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$261,477ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$48,015ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MSSB REAL ESTATE GAAP<>TAX14$4,523
MS CREDIT PARTNERS OFFSHORE14$26,076

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$249,035ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$249,035TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEECategoryTxt
Amt$25,480Amt
Net Investment Income$25,480NetInvestmentIncomeAmt

Compensation Explanation CompensationExplanation

Compensation Explanation CompensationExplanationGrp (3 entries)

BARRY HAHN
ELLIOT HAHN
LILLIAN HAHN

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)

BondBondNm
CFI COMMODITY LINKED NOTES
MORGAN STANLEY COMMODITY BASKET NOTE

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
COMMON STOCKS & OPTIONS$1,482,917$1,593,995
MUTUAL FUNDS$8,774,247$9,528,720

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
REAL ESTATE FUNDSAT COST$207,273$217,482
HEDGE FUNDSAT COST$239,315$89,449
PRIVATE EQUITY FUNDSAT COST$1,142,786$1,513,315

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$236LegalFeesAmt
Net Investment Income$236NetInvestmentIncomeAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescREPORTABLE INCOME ACCRUEDDesc
BOY Book Value$5,501BOYBookValueAmt
EOY Book Value$7,827EOYBookValueAmt
EOYFMV$7,827EOYFMVAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
MSSB REAL ESTATE GAAP<>TAX$4,523
MS CREDIT PARTNERS OFFSHORE$26,076$26,076

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxtAmtAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
GRANT ADVISOR FEE$15,000$15,000
INVESTMENT ADVISORY FEES$14,756$14,756
PARTNERSHIP PORTFOLIO DEDUCTIONS$3,885$3,885
FOREIGN TRANSACTION FEES$54$54

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL EXCISE TAX PAYMENTS$462
FOREIGN TAX WITHHELD$2,428$2,428
FILING FEES$61$61