HELLER FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- HELLER FAMILY FOUNDATION (EIN 20-2055940)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-14
- IRS object ID
- 201312269349101211
- 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
- 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) |
|---|---|---|
| Timestamp | 2013-08-14T17:12:03-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 112999103 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HELL | NameControl |
| Phone | 7188510218 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MOISHE HELLER | Name |
| Title | TRUSTEE | Title |
| Phone | 7188510218 | Phone |
| Date Signed | 2013-08-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY SCHECHTER CPA | Name |
| PTIN | P00010696 | PTIN |
| Phone | 2129475880 | Phone |
| Date Prepared | 2013-08-07 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 176378 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 130000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 17 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 17 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 2450 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 2450 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -72638 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 144357 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 59829 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2467 | 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 | 1920 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 700 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 402 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 252 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3411 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5733 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 952 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 190899 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 190899 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 196632 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 952 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 190899 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -136803 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1515 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | 80775 | CashEOY |
| Cash EOYFMV | 80775 | CashEOYFMV |
| Investments Corp Stock BOY | 72523 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 23909 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 675 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 278127 | InvestmentsOtherBOY |
| Investments Other EOY | 109163 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 94928 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 350650 | TotalAssetsBOY |
| Total Assets EOY | 213847 | TotalAssetsEOY |
| Total Assets EOYFMV | 176378 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 350650 | UnrestrictedBOY |
| Unrestricted EOY | 213847 | UnrestrictedEOY |
| Total Net Assets BOY | 350650 | TotalNetAssetsBOY |
| Total Net Assets EOY | 213847 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 350650 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 213847 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 350650 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -136803 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 213847 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 213847 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (4 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| CAPITAL WORLD GROWTH | P | 2009-06-23 | 2012-08-22 | 95487 | 108603 | -13116 | -13116 |
| LEHMAN BROS | P | 2008-02-05 | 2012-03-09 | 25000 | -25000 | -25000 | |
| LEHMAN BROS | P | 2005-02-11 | 2012-03-09 | 23615 | -23615 | -23615 | |
| OPPENHEIMER INTL | P | 2007-01-05 | 2012-04-30 | 48870 | 59777 | -10907 | -10907 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -72638 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 354110 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 298709 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.185468 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 630097 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 667403 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.944103 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 138225 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 742907 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.186060 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 140773 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 51881 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 2.713383 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 234778 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1134431 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.206957 | DistributionRatioYear5 |
| Total Distribution Ratio | 5.235971 | TotalDistributionRatio |
| Average Distribution Ratio | 1.047194 | AverageDistributionRatio |
| Net Noncharitable Assets | 115055 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 120485 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 15 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 120500 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 190899 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 15 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 15 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 973 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 973 | TotalCreditsAndPayments |
| Overpayment | 958 | Overpayment |
| Amount Credited To Next Year | 958 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
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 | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | 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 | MOISHE HELLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7188510218 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 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 |
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 | 113441 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3366 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 116807 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 116807 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1752 | CashDeemedCharitable |
| Net Noncharitable Assets | 115055 | NetNoncharitableAssets |
| Minimum Investment Return | 5753 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 5753 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 15 | TaxBasedOnInvestmentIncome |
| Total Tax | 15 | TotalTax |
| Distributable Amount Before Adj | 5738 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 5738 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 5738 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 190899 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 190899 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 15 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 190884 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 5738 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 180440 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 139113 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 101891 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 597065 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 339375 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1357884 | TotalExcessDistriCarryover |
| Qualifying Distributions | 190899 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 5738 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 185161 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1543045 | 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 | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 180440 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1362605 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 139113 | ExcessFromYear4 |
| Excess From Year3 | 101891 | ExcessFromYear3 |
| Excess From Year2 | 597065 | ExcessFromYear2 |
| Excess From Year1 | 339375 | ExcessFromYear1 |
| Excess From Current Year | 185161 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AHAVAS CHESED KEDOSHAI MUMBAI | |||||||
| 1359 47TH STEEET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| AMIDEI ZION | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $5,000 |
| BELZ INSTITUTIONS IN ISRAEL | |||||||
| 4303 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $800 |
| BETH HATFILAH | |||||||
| 1437 49TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,800 |
| BNOS ZION D'BOBOV | |||||||
| 971 41ST ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $7,675 |
| BNOS ZION OF BOBOV | |||||||
| 5000 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $10,150 |
| BOBOVER YESHIVA BNEI ZION | |||||||
| 4210 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $50 |
| CAMP ZICHRON ZVI DOVID INC | |||||||
| 1569 45TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $3,000 |
| CATSKILL HATZOLAH | |||||||
| 1340 EAST 9TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $250 |
| CHESED OF BELZ | |||||||
| 1519 39TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $86,000 |
| CONG ADAS VIEN | |||||||
| 33 UNION RD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $5,000 |
| CONG ICHUD AVREICHUM | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $2,100 |
| CONG KEREN CHAIM SHMIEL | |||||||
| 4303 15TH AVENUE SUITE 387 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $26,000 |
| CONG KHAL TORATH CHAIM VIZNITZ | |||||||
| PO 195 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $500 |
| CONG YETEV LEV | |||||||
| 500 BEDFORD AVE | BROOKLYN | NY | 11249 | NONE | PUBLIC | CHARITABLE | $100 |
| 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 | $2,360 |
| CONGREGATION PARK SLOPE | |||||||
| 1455 60TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $380 |
| CYS RELIEF FUND | |||||||
| 3832 LYME AVENUE | SEA GATE | NY | 11224 | NONE | PUBLIC | CHARITABLE | $100 |
| GEMACH CHESED AVREICHIM | |||||||
| 4622 11TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| HATZOLAH | |||||||
| 747 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PUBLIC | CHARITABLE | $1,250 |
| KEREN BNEI SHLOMO | |||||||
| 535 KENT AVE | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $100 |
| KEREN ZICHON MORDECHAI | |||||||
| 1441 59TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| KHAL ADAS YEREIM OF MONSEY | |||||||
| 33 UNION ROAD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $80 |
| KHAL TORAH CHAIM VIZNITZ | |||||||
| 5225 NEW UTRECT AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $480 |
| KHAL TZLOISA D'SHLOMO | |||||||
| 1559 59TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $150 |
| KOLLEL EMES V'EMUNAH VIZNITZ | |||||||
| PO BOX 609 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| KOLLEL IMREI CHAIM VIZNITZ | |||||||
| 5228 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| KOLLEL RACHMISTRIVKA MONSEY | |||||||
| 9 WARREN CT | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $250 |
| MESIVTA TIFERETH JERUSALEM | |||||||
| 145 E BROADWAY | NEW YORK | NY | 11002 | NONE | PUBLIC | CHARITABLE | $180 |
| NESIVOS BAIS YAAKOV | |||||||
| 1021 45TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $2,600 |
| RCCS | |||||||
| 762 BEDFORD AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC | CHARITABLE | $180 |
| TALMUD TORAH IMREI CHAIM VIZNI | |||||||
| 1824 53RD STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $2,180 |
| VIZNITZ INSTITUTIONS | |||||||
| PO BOX 406 | KIAMESHA LAKE | NY | 12751 | NONE | PUBLIC | CHARITABLE | $1,000 |
| YAD EPHRAIM | |||||||
| 5017 10TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| YESHIVA BETH HATALMUD | |||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC | CHARITABLE | $25,000 |
| YESHIVA IMREI CHAIM VIZNI | |||||||
| 1303 53RD ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $2,450 |
| YESHIVATH VIZNITZ | |||||||
| PO BOX 446 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| ZICHRON MENACHEM | |||||||
| 8 ELYON ROAD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $2,194 |
| ZICHRON MENASHE CHIYAM | |||||||
| 11 ASHELL LANE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 190899 | 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 | $17 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,450 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$72,638 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$70,171 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -70171 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | LEIBEL RUBIN | 1441 59TH STREET | BROOKLYN | NY | 11219 | 50000 | X |
| 2 | MOISHE HELLER | 1437 59TH STREET | BROOKLYN | NY | 11219 | 80000 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHECHTER & CO. | Category |
| Amount | $1,920 | Amount |
| Net Investment Income | 700 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WELLS FARGO - SECURITIES | NameOfStock |
| EOY Book Value | 23909 | EOYBookValue |
| EOYFMV | 675 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 109163 | BookValue |
| EOYFMV | 94928 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT FEES | Description |
| Revenue And Expenses Per Books | 3411 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor (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 Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $252 | 252 | 0 |
| NYS FILING FEE | $150 | 0 | 0 |