TSP FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- TSP FOUNDATION (EIN 26-3148603)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-14
- IRS object ID
- 201301349349100275
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T09:13:10-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE ISRAELOFF ESQ | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 FAIRBANKS BLVD | AddressLine1 |
| City | WOODBURY | City |
| State | NY | State |
| ZIP Code | 11797 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263148603 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSP FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TSPF | NameControl |
| Phone | 5163981064 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1 |
| City | CEDARHURST | City |
| State | NY | State |
| ZIP Code | 115160646 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSHUA SCHEIN | Name |
| Title | PRESIDENT | Title |
| Phone | 5163981064 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE ISRAELOFF ESQ | Name |
| PTIN | P00494038 | PTIN |
| Phone | 5163165016 | Phone |
| Date Prepared | 2013-05-14 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6553437 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 273 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 273 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 165106 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 165106 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 1018053 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3459475 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 1018053 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 11744 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 11744 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1195176 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1195176 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 770 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 385 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 250 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 66091 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 65852 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 71111 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 68237 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 300000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 300000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 371111 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 68237 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 300000 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 824065 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1126939 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 263464 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 979458 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 979458 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 3533175 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 3580043 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 3753315 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 823425 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 856802 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 930695 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 539616 | InvestmentsOtherBOY |
| Investments Other EOY | 567442 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 889969 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5159680 | TotalAssetsBOY |
| Total Assets EOY | 5983745 | TotalAssetsEOY |
| Total Assets EOYFMV | 6553437 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 5159680 | RetainedEarningsBOY |
| Retained Earnings EOY | 5983745 | RetainedEarningsEOY |
| Total Net Assets BOY | 5159680 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5983745 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5159680 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5983745 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5159680 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 824065 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 5983745 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 5983745 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|
| LEV PHARMAECUTICALS CVR | P | 2012-08-14 | 950000 | 950000 | 950000 | |
| PUBLICLY TRADED SECURITIES | P | 2506890 | 65865 | 65865 | 2441025 | |
| WILLIAMS PARTNERS LP | P | -397 | -397 | 397 | ||
| ENTERPRISE PRODUCTS PARTNERS LP | P | 838 | 838 | 838 | ||
| CAPITAL GAINS DIVIDENDS | P | 1747 | 1747 | 1747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 1018053 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 148814 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 5737904 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.025935 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 100000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5469308 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.018284 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 147682 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5134931 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.028760 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 125000 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 4783354 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.026132 | DistributionRatioYear4 |
| Total Distribution Ratio | 0.099111 | TotalDistributionRatio |
| Average Distribution Ratio | 0.024778 | AverageDistributionRatio |
| Net Noncharitable Assets | 5985706 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 148314 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 11269 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 159583 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 300000 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 11269 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 11269 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 11269 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4814 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4814 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 113 | PenaltyForUnderpayment |
| Tax Due | 6568 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| States Filed With | DE | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | TSP FOUNDATION | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5163981064 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1 |
| City | CEDARHURST | City |
| State | NY | State |
| ZIP Code | 11516 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JOSHUA SCHEIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1 |
| City | CEDARHURST | City |
| State | NY | State |
| ZIP Code | 115160646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1 |
| Expenses1 | 0 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 5500582 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 576277 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6076859 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 6076859 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 91153 | CashDeemedCharitable |
| Net Noncharitable Assets | 5985706 | NetNoncharitableAssets |
| Minimum Investment Return | 299285 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 299285 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 11269 | TaxBasedOnInvestmentIncome |
| Total Tax | 11269 | TotalTax |
| Distributable Amount Before Adj | 288016 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 288016 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 288016 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 300000 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 300000 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 11269 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 288731 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 288016 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 282946 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Total Excess Distri Carryover | 0 | TotalExcessDistriCarryover |
| Qualifying Distributions | 300000 | QualifyingDistributions |
| Applied To Year1 | 282946 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 17054 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 0 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 270962 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 0 | ExcessDistriCyovToNextYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOSHUA SCHEIN | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | JOSHUA SCHEIN PRESIDENT | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 646 | AddressLine1 |
| City | CEDARHURST | City |
| State | NY | State |
| ZIP Code | 115160646 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5163981064 | RecipientPhoneNumber |
| Form And Info And Materials | N/A | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | NONE | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNAL FUND | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MADISON AVENUE SUITE 703 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | PUBLIC CHARITY | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | GENERAL | PurposeOfGrantOrContribution |
| Amount | $300,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 300000 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $273 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $165,106 | ExclusionAmount |
Other Investment Income Part VII OtherInvestmentIncomePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $11,744 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $1,018,053 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,195,176 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1195176 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $4,000 | Amount |
| Net Investment Income | 2000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | MORGAN STANLEY - CORPORATE BONDS | NameOfBond |
| EOY Book Value | 856802 | EOYBookValue |
| EOYFMV | 930695 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MORGAN STANLEY - CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 3580043 | EOYBookValue |
| EOYFMV | 3753315 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MORGAN STANLEY - OTHER INVESTMENTS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 567442 | BookValue |
| EOYFMV | 889969 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (9 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | 21578 | 21578 | 0 |
| FOREIGN TAXES - MORGAN STANLEY 054816 | 2155 | 2155 | 0 |
| ENTERPRISE PRODUCTS PARTNERS, LP - EXPENSES | 2 | 2 | 0 |
| LINN ENERGY - PORTFOLIO EXPENSES | 22664 | 22664 | 0 |
| SANDRIDGE MISSISSIPPIAN TRUST I - PORTFOLIO EXPENSES | 1348 | 1348 | 0 |
| FILING FEES | 431 | 215 | 0 |
| WILLIAMS PARTNERS LP - EXPENSES | 31 | 31 | 0 |
| SAFE DEPOSIT BOX | 47 | 24 | 0 |
| WILLIAMS PARTNERS LP - LOSS | 17835 | 17835 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| LINN ENERGY - ORDINARY INCOME | 9392 | 9392 | 9392 |
| ENTERPRISE PRODUCTS PARTNERS LP - ORDINARY INCOME | 175 | 175 | 175 |
| SANDRIDGE MISSISSIPPI TRUST I - ROYALTIES | 1600 | 1600 | 1600 |
| SANDRIDGE MISSISSIPPI TRUST I | 541 | 541 | 541 |
| ENTERPRISE PRODUCTS PARTNERS LP | 36 | 36 | 36 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $770 | Amount |
| Net Investment Income | 385 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NYS CORPORATE TAX | Category |
| Amount | $250 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |