JAS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JAS FOUNDATION (EIN 35-2198588)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201411349349103106
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:08:39-04:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 382626430 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | M GREENES ASSOC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21751 W 11 MILE RD STE 210 | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48076 | 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 | 352198588 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JAS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JASF | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 PIERCE | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48075 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY BAUM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2485693500 | PhoneNum |
| Signature | 2014-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Marvin Greenes | PreparerPersonNm |
| PTIN | P00860660 | PTIN |
| Phone | 2485693500 | PhoneNum |
| Preparation | 2014-05-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $634,838 | 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 | $13,122 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $22,784 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $22,784 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $35,906 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,784 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,200 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $414 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $414 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $414 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $80 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $80 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $80 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,694 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,694 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,694 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,344 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,694 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $64,344 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$28,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,090 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $208,263 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $109,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $109,477 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $290,858 | CorporateStockBOYAmt |
| Corporate Stock EOY | $412,360 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $412,360 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $141,888 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $113,001 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $113,001 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $641,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $634,838 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $634,838 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $641,009 | UnrestrictedBOYAmt |
| Unrestricted EOY | $634,838 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $641,009 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $634,838 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $641,009 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $634,838 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $641,009 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$28,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $22,267 | OtherIncreasesAmt |
| Subtotal | $634,838 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $634,838 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $19,118 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $615,241 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.031074 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,477 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $583,191 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059118 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $53,402 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $554,353 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.096332 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,053 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $503,313 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.061697 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,608 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $557,722 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.056673 | DistributionYr5Rt |
| Total Distribution | 0.304895 | TotalDistributionRt |
| Average Distribution | 0.060979 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $625,885 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $38,166 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $211 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38,377 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $64,344 | 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 | $211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $211 | TaxDueAmt |
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 | MI | 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 |
| Individual With Books | HENRY BAUM | IndividualWithBooksNm |
| Phone | 2485693500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 25216 PIERCE | AddressLine1 |
| City | Southfield | City |
| State | MI | State |
| ZIP Code | 48075 | 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| HENRY BAUM | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROSELIND BAUM | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL E BAUM | ||||||||
| 24611 SUSSEX | Oak Park | MI | 48237 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| DEBORAH JACOBS | ||||||||
| 25216 PIERCE | Southfield | MI | 48075 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOEL BAUM | ||||||||
| 738 HENRY ROAD | Far Rockaway | NY | 11691 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $443,414 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,002 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $635,416 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $635,416 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,531 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $625,885 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $31,294 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $31,294 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $211 | TotalTaxAmt |
| Distributable Before Adj | $31,083 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $31,083 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $31,083 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $64,344 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $64,344 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $211 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $64,133 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,083 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $1,008 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $1,008 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $64,344 | QualifyingDistributionsAmt |
| Applied To Current Year | $31,083 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $33,261 | RemainingDistriFromCorpusAmt |
| Total Corpus | $34,269 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $34,269 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $1,008 | ExcessFromYear2Amt |
| Excess From Current Year | $33,261 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOEL BAUM | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Agudath Israel of America | ||||||
| 42 Broadway Suite 1400 | New York | NY | 10001 | PC | Program Support | $1,000 |
| Achiezer | ||||||
| 334 Central Ave | Lawrence | NY | 11559 | PC | Program Support | $2,860 |
| Machon Raaya | ||||||
| 50 Commerce St | Spring Valley | NY | 10977 | PC | Program Support | $5,000 |
| Bnos Bais Yaakov | ||||||
| 613 Beach 9th St | Far Rockaway | NY | 11691 | PC | Program Support | $360 |
| Agudath Israel W Lawrence | ||||||
| 1121 Sage St | Far Rockaway | NY | 11691 | PC | Program Support | $2,360 |
| American Friends of Ateres Bnos Jer | ||||||
| 6219 N St Louis Ave | Chicago | IL | 60659 | PC | Program Support | $18,500 |
| Chevra Hatzala | ||||||
| 621 Beach 9th St | Far Rockaway | NY | 11691 | PC | Program Support | $250 |
| Yeshiva of Cartaret | ||||||
| 42 Noe St | Carteret | NJ | 07008 | PC | Program Support | $500 |
| Cong Beth Tefila | ||||||
| 24225 Greenfield Rd | Southfield | MI | 48075 | PC | Program Support | $29,100 |
| Shor Yoshuv | ||||||
| 1 Cedar Lawn Avenue | Lawrence | NY | 11559 | PC | Program Support | $360 |
| Yeshiva Darchei Torah | ||||||
| 257 B 17th St | Far Rockaway | NY | 11691 | PC | Program Support | $500 |
| Yeshiva of Far Rockaway | ||||||
| 802 Hicksville Rd | Far Rockaway | NY | 11691 | PC | Program Support | $1,000 |
| Jewish Education Program LI | ||||||
| 110 Rockaway Tpke | Lawrence | NY | 11559 | PC | Program Support | $720 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,510 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,784 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $22,784 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $22,784 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOEL BAUM | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 738 HENRY ROAD | AddressLine1 |
| City | Far Rockaway | City |
| State | NY | State |
| ZIP Code | 11691 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,122 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 195 shares BEAM | NoncashPropertyDesc |
| Fair Market Value | $13,122 | FairMarketValueAmt |
| Received | 2013-12-27 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 16b Accounting fees | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | See Attached Statements | BondNm |
| EOY Book Value | $113,001 | EOYBookValueAmt |
| EOYFMV | $113,001 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | See Attached Statements | StockNm |
| EOY Book Value | $412,360 | EOYBookValueAmt |
| EOYFMV | $412,360 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Publication & Filing | Desc |
| Revenue And Expenses Per Books | $80 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $80 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Valuation Adjustment | Description |
| Amount | $22,267 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal | $394 | $394 | $0 | $394 |
| State | $20 | $20 | $0 | $20 |