HELLER FAMILY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HELLER FAMILY FOUNDATION (EIN 20-2055940)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-10
- IRS object ID
- 201413149349100046
- Schema version
- 2013v3.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-10T16:40:15-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 112999103 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 440 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | 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 | 202055940 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HELL | BusinessNameControlTxt |
| Phone | 7188510218 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOISHE HELLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 7188510218 | PhoneNum |
| Signature | 2014-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY SCHECHTER | PreparerPersonNm |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | PhoneNum |
| Preparation | 2014-10-23 | 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 | $237,545 | 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 | $200,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $298 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $298 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,893 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,258 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,893 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $209,193 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,193 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,815 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $89 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $39 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,967 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,871 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $171,221 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $171,221 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,221 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,101 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,504 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $80,775 | CashBOYAmt |
| Cash EOY | $167,237 | CashEOYAmt |
| Cash EOYFMV | $167,237 | CashEOYFMVAmt |
| Corporate Stock BOY | $23,909 | CorporateStockBOYAmt |
| Corporate Stock EOY | $23,912 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $982 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $109,163 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,799 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $69,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $213,847 | TotalAssetsBOYAmt |
| Total Assets EOY | $247,948 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $237,545 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $213,847 | UnrestrictedBOYAmt |
| Unrestricted EOY | $247,948 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $213,847 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,948 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $213,847 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $247,948 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $213,847 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,101 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $247,948 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,948 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | OPPENHEIMER INTL SMALL | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2007-03-13 | AcquiredDt |
| Sold | 2013-11-01 | SoldDt |
| Gross Sales Price | $61,258 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,365 | CostOrOtherBasisAmt |
| Gain Or Loss | $8,893 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $8,893 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,893 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $190,884 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $115,055 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 1.659067 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $354,110 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $298,709 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.185468 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $630,097 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $667,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.944103 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $138,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $742,907 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.186060 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,773 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $51,881 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.713383 | DistributionYr5Rt |
| Total Distribution | 6.688081 | TotalDistributionRt |
| Average Distribution | 1.337616 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $102,428 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $137,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $85 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $137,094 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,221 | 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 | $85 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $85 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $958 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $958 | TotalPaymentsAndCreditsAmt |
| Overpayment | $873 | OverpaymentAmt |
| Applied To ES Tax | $873 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MOISHE HELLER | IndividualWithBooksNm |
| Phone | 7188510218 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112195017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| MOISHE HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| SARAH HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $78,393 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $25,595 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,988 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $103,988 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,560 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,428 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $85 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $85 | TotalTaxAmt |
| Distributable Before Adj | $5,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,221 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $171,221 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $85 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,136 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $139,113 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $101,891 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $597,065 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $339,375 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $185,161 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,362,605 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,221 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,036 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $166,185 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,528,790 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $139,113 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,389,677 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $101,891 | ExcessFromYear4Amt |
| Excess From Year3 | $597,065 | ExcessFromYear3Amt |
| Excess From Year2 | $339,375 | ExcessFromYear2Amt |
| Excess From Year1 | $185,161 | ExcessFromYear1Amt |
| Excess From Current Year | $166,185 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIDEI ZION | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,400 |
| BETH HATFILAH | |||||||
| 1437 49TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $2,700 |
| BNOS CHAIM SEMINARY | |||||||
| 2095 WEST COUNTY LINE RD BUILDING 1 | JACKSON | NJ | 08527 | NONE | PUBLIC | CHARITABLE | $500 |
| BNOS ZION D'BOBOV | |||||||
| 971 41ST ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $585 |
| BNOS ZION OF BOBOV | |||||||
| 5000 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $18,294 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $360 |
| CAMP MIKDASH | |||||||
| 1274 49TH STREET SUITE 5900 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| CATSKILL HATZOLAH | |||||||
| 1340 EAST 9TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $250 |
| CHEISHEK SHLOIMA | |||||||
| 1729 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| CHESED OF BELZ | |||||||
| 1519 39TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $20,000 |
| CONG BNEI YERUSHOLAIM | |||||||
| 6 ELAINE PLACE | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $26,000 |
| CONG HARCHUBAS HDASS | |||||||
| 1467 44TH STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG ICHUD AVREICHUM | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,680 |
| CONG KEREN CHAIM SHMIEL | |||||||
| 4303 15TH AVENUE SUITE 387 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $26,000 |
| CONG KHAL SHAAREI ZION OF BOBOV | |||||||
| 4517 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $18,000 |
| CONG KHAL TORATH CHAIM VIZNITZ | |||||||
| PO 195 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $620 |
| CONG KHAL YIREI HASHEM | |||||||
| 1556 53RD STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG PANIM MEIROTH | |||||||
| 5717 12TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| CONG YETEV LEV | |||||||
| 500 BEDFORD AVE | BROOKLYN | NY | 11249 | NONE | PUBLIC | CHARITABLE | $150 |
| CONG ZICHRON CLAIM | |||||||
| 1533 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| CONGREGATION NOAM ELIMELECH | |||||||
| 1402 59TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $800 |
| CONGREGATION PARK SLOPE | |||||||
| 1455 60TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $460 |
| HABEN YAKIR LI | |||||||
| 1629 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $400 |
| HATZOLAH | |||||||
| 747 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PUBLIC | CHARITABLE | $1,000 |
| KAPAYIM | |||||||
| PO BOX 190982 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| KEREN CHASANIM D'BOBOV | |||||||
| 1256 49TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| KHAL BRIZDOVITZ | |||||||
| 1721 58TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $72 |
| KHAL TZLOISA D'SHLOMO | |||||||
| 1559 59TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| KOLLEL EMES V'EMUNAH VIZNITZ | |||||||
| PO BOX 609 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| KOLLEL RACHMISTRIVKA MONSEY | |||||||
| 9 WARREN CT | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $250 |
| MESIVTA SHAREI ARAZIM | |||||||
| PO BOX 523 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| MESIVTA YOCHANAN SHRAGA | |||||||
| PO 191002 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| MESIVTA ZIEV HATORAH | |||||||
| 50 CARLTON RD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| MOSDOS SKOLYA | |||||||
| 1335 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $500 |
| NESHEI BOBOV | |||||||
| 4803 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| NESIVOS BAIS YAAKOV | |||||||
| 1021 45TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $4,000 |
| RCCS | |||||||
| 762 BEDFORD AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC | CHARITABLE | $180 |
| VIZNITZ INSTITUTIONS | |||||||
| PO BOX 406 | KIAMESHA LAKE | NY | 12751 | NONE | PUBLIC | CHARITABLE | $100 |
| YELDEI ZION | |||||||
| 4802 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $500 |
| YESHIVA BAIS DOVID | |||||||
| 22 WEST MAPLE AVE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $1,800 |
| YESHIVA BETH HATALMUD | |||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC | CHARITABLE | $20,000 |
| YESHIVA BNOS AHAVAS YISROEL | |||||||
| 2 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $2,400 |
| YESHIVA GEDOLAH OF BAYONNE | |||||||
| 735 AVENUE C | BAYONNE | NJ | 07002 | NONE | PUBLIC | CHARITABLE | $180 |
| YESHIVA IMREI CHAIM VIZNI | |||||||
| 1303 53RD ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $5,200 |
| YESHIVA OHR TORAH | |||||||
| 360 RT 306 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| YESHIVA OHR YISRAEL | |||||||
| 8000 SEAVIEW AVENUE | BROOKLYN | NY | 11236 | NONE | PUBLIC | CHARITABLE | $7,810 |
| YESHIVATH VIZNITZ | |||||||
| PO BOX 446 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $360 |
| ZICHRON MENACHEM | |||||||
| 8 ELYON ROAD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $1,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $171,221 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $298 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,893 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,193 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,193 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | MOISHE HELLER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHECHTER & CO. | CategoryTxt |
| Amt | $1,815 | Amt |
| Net Investment Income | $650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | WELLS FARGO - SECURITIES | StockNm |
| EOY Book Value | $23,912 | EOYBookValueAmt |
| EOYFMV | $982 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO - MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $56,799 | BookValueAmt |
| EOYFMV | $69,326 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT FEES | Desc |
| Revenue And Expenses Per Books | $1,967 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode |
|---|---|---|---|
| LEIBEL RUBIN | |||
| 1441 59TH STREET | BROOKLYN | NY | 11219 |
| MOISHE HELLER | |||
| 1437 59TH STREET | BROOKLYN | NY | 11219 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $39 | $39 | $0 |
| NYS FILING FEE | $50 | $0 | $0 |