CELEBRITY FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CELEBRITY FOUNDATION INC (EIN 81-0587000)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-02-16
- IRS object ID
- 202600479349100800
- Schema version
- 2024v5.5
- 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
- Expln Of Non Filing With AG Stmt
- Investments Other Schedule2
- Other Assets Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-16T12:02:58-06:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 810587000 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CELEBRITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CELE | BusinessNameControlTxt |
| Phone | 2122941616 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORRIS MATALON | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 9179631616 | PhoneNum |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER KUTNER | PreparerPersonNm |
| PTIN | P00446949 | PTIN |
| Phone | 2129498700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,728,338 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $39,059 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,059 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $54,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $54,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $26,780 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $676,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,780 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $120,328 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $120,328 | 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 |
| Tot Opr Expenses Rev And Expnss | $0 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $277,754 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $277,754 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $277,754 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,754 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$157,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $120,328 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,035,166 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,293 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,293 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $1,808,364 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,158,811 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,201,045 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,500,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,500,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,843,530 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,686,104 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,728,338 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,843,530 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,686,104 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,843,530 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,686,104 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,843,530 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,686,104 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,843,530 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$157,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,686,104 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,686,104 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (23 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| BOEING CO | 2022-05-20 | 2024-11-22 | $36,985 | $37,213 | -$228 | -$228 | |
| COMCAST CORP | 2022-05-20 | 2024-12-11 | $39,730 | $42,020 | -$2,290 | -$2,290 | |
| AMERICAN AIRLINES GROUP INC | 2022-05-20 | 2024-02-19 | $11,305 | $11,725 | -$420 | -$420 | |
| CAESARS ENTERTAINMENT INC | 2022-05-20 | 2024-02-19 | $7,898 | $9,726 | -$1,828 | -$1,828 | |
| CARNIVAL CORP | 2022-05-20 | 2024-02-19 | $18,118 | $9,506 | $8,612 | $8,612 | |
| DISNEY WALT CO | 2022-05-20 | 2024-02-19 | $54,696 | $51,570 | $3,126 | $3,126 | |
| ELI LILLY AND CO | 2022-05-20 | 2024-02-19 | $85,565 | $28,627 | $56,938 | $56,938 | |
| GENERAL MOTORS | 2022-05-20 | 2024-02-19 | $42,983 | $32,508 | $10,475 | $10,475 | |
| MATTHEWS PACIFIC TIGER INVESTOR | 2022-05-20 | 2024-02-19 | $18,906 | $23,118 | -$4,212 | -$4,212 | |
| MERCK & CO | 2022-05-20 | 2024-02-19 | $41,082 | $46,045 | -$4,963 | -$4,963 | |
| MGM RESORTS INTL | 2022-05-20 | 2024-02-19 | $30,839 | $26,920 | $3,919 | $3,919 | |
| NORWEGIAN CRUISE LINES | 2022-05-20 | 2024-02-19 | $8,209 | $4,785 | $3,424 | $3,424 | |
| PAYPAL HOLDINGS INC | 2022-05-20 | 2024-02-19 | $11,773 | $12,192 | -$419 | -$419 | |
| PFIZER INC | 2022-05-20 | 2024-02-19 | $20,355 | $40,520 | -$20,165 | -$20,165 | |
| JOHNSON & JOHNSON | 2022-05-20 | 2024-04-29 | $77,330 | $86,970 | -$9,640 | -$9,640 | |
| PEPSICO INC | 2022-05-20 | 2024-04-29 | $34,387 | $41,214 | -$6,827 | -$6,827 | |
| VOLKSWAGON A G | 2022-05-20 | 2024-04-29 | $17,233 | $29,550 | -$12,317 | -$12,317 | |
| AIRBNB INC | 2022-05-20 | 2025-05-07 | $12,414 | $11,417 | $997 | $997 | |
| SELECT HEALTH CARE SPDR ETF | 2022-05-20 | 2025-05-07 | $27,154 | $25,644 | $1,510 | $1,510 | |
| SPDR S&P BIOTECH ETF | 2022-05-20 | 2025-05-07 | $32,470 | $27,760 | $4,710 | $4,710 | |
| CONSOLIDATED EDISON INC | 2022-05-20 | 2025-06-27 | $9,821 | $9,482 | $339 | $339 | |
| ACCENTURE PLC IRELAND | 2022-05-20 | 2025-09-15 | $36,056 | $41,042 | -$4,986 | -$4,986 | |
| CAPITAL GAINS DIVIDENDS | $1,025 | $1,025 | $1,025 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,780 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,673 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,673 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,338 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,338 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,665 | OverpaymentAmt |
| Applied To ES Tax | $2,665 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | 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 | MORRIS D MATALON | IndividualWithBooksNm |
| Phone | 2122947090 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19667 TURNBERRY WAY 26D | AddressLine1Txt |
| City | AVENTURA | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33180 | ZIPCd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MORRIS D MATALON | ||||||||
| 19667 TURNBERRY WAY 26D | AVENTURA | FL | 33180 | CHAIRMAN & DIRECTOR | 10.00 | $0 | $0 | $0 |
| ELI MATALON | ||||||||
| 1145 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| SAMUEL MATALON | ||||||||
| 1056 EAST 9TH STREET | BROOKLYN | NY | 11223 | DIRECTOR | 5.00 | $0 | $0 | $0 |
| MICHAEL MATALON | ||||||||
| 1092 EAST 22ND STREET | BROOKLYN | NY | 11210 | DIRECTOR | 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 | $2,361,075 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $682,587 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,043,662 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,043,662 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $45,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,998,007 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $149,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $149,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,673 | TotalTaxAmt |
| Distributable Before Adj | $148,227 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $148,227 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $148,227 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,754 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $277,754 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $148,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,829 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $26,299 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $219,665 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $139,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $223,263 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $723,396 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,754 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $148,227 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $129,527 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $852,923 | 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 | $114,829 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $738,094 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $26,299 | ExcessFromYear4Amt |
| Excess From Year3 | $219,665 | ExcessFromYear3Amt |
| Excess From Year2 | $139,340 | ExcessFromYear2Amt |
| Excess From Year1 | $223,263 | ExcessFromYear1Amt |
| Excess From Current Year | $129,527 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| A TIME FERTILITY CLINIC | |||||
| 1310 48TH STREET SUITE 406 | BROOKLYN | NY | 11232 | GENERAL SUPPORT | $1,000 |
| ABRAHAM JOSHUA HESCHEL SCHOOL | |||||
| 20 WEST END AVENUE | NEW YORK | NY | 10023 | GENERAL SUPPORT | $20,000 |
| AMERICAN FRIENDS OF BIMAD ELON MOREH | |||||
| PO BOX 223 | NEW ROCHELLE | NY | 10804 | GENERAL SUPPORT | $1,000 |
| BARKAI YESHIVAH | |||||
| 321 AVENUE N | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $2,301 |
| BEIT YAACOV | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $701 |
| CHAI LIFELINE | |||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | GENERAL SUPPORT | $1,800 |
| COLEL CHABAD | |||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | GENERAL SUPPORT | $6,400 |
| CONGREGATION BETH TORAH | |||||
| 1061 OCEAN PARKWAY | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $2,757 |
| CONGREGATION MEGAN DAVID OF WEST DEAL | |||||
| 395 DEAL ROAD | OCEAN TOWNSHIP | NJ | 07712 | GENERAL SUPPORT | $2,507 |
| DEAL SEPHARDIC NETWORK COMMUNITY CENTER | |||||
| 395 DEAL ROAD | OCEAN TOWNSHIP | NJ | 07712 | GENERAL SUPPORT | $5,200 |
| EDMOND J SAFRA SYNAGOGUE | |||||
| 19275 MYSTIC POINTE DR | AVENTURA | FL | 33180 | GENERAL SUPPORT | $1,604 |
| EMATAI | |||||
| 3926 W TOUHY AVE SUITE 365 | LINCOLNWOOD | IL | 607121028 | GENERAL SUPPORT | $3,600 |
| HATZALAH VOLUNTEER EMS - JERSEY | |||||
| PO BOX 2333 | ELBERON | NJ | 17740 | GENERAL SUPPORT | $3,600 |
| HILLEL YESHIVA | |||||
| 1 INDUSTRIAL WAY | BROOKLYN | NY | 11225 | GENERAL SUPPORT | $5,252 |
| JEWISH EDUCATIONAL LOAN FUND | |||||
| 4549 CHAMBLEE DUNWOODY ROAD | ATLANTA | GA | 30338 | GENERAL SUPPORT | $3,600 |
| KOL ISRAEL CONGREGATION | |||||
| 3211 BEDFORD AVENUE | BROOKLYN | NY | 11210 | GENERAL SUPPORT | $9,619 |
| LOGAN COMMUNITY FH INC | |||||
| 1107 LOGAN ROAD | ASBURY PARK | NJ | 07712 | GENERAL SUPPORT | $24,000 |
| LURIA ACADEMY OF BROOKLYN | |||||
| 238 ST MARKS AVENUE | BROOKLYN | NY | 11238 | GENERAL SUPPORT | $25,000 |
| NESHACH YISRAEL FOUNDATION | |||||
| 1890 EAST 5TH STREET SUITE 3H | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $1,800 |
| OHEL YITZHAK OF ALLENHURST | |||||
| 108 ALLEN AVENUE | ALLENHURST | NJ | 07711 | GENERAL SUPPORT | $7,402 |
| RENEWAL | |||||
| 5904 13TH AVENUE | BROOKLYN | NY | 11219 | GENERAL SUPPORT | $5,400 |
| SEPHARDIC BIKUR HOLIM | |||||
| 425 KINGS HIGHWAY | BROOKLYN | NY | 11223 | GENERAL SUPPORT | $19,000 |
| SEPHARDIC COMMUNITY DAYANUT PROGRAM | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $28,930 |
| SEPHARDIC FOOD FUND | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $1,000 |
| SEPHARDIC INSTITUTE | |||||
| 511 AVE R | BROOKLYN | NY | 11239 | GENERAL SUPPORT | $120 |
| TEBAH EDUCATIONAL SERVICES | |||||
| 34 WEST 33RD STREET 2ND FLOOR | NEW YORK | NY | 10001 | GENERAL SUPPORT | $501 |
| THE MEKOR HAYIM CENTER INC | |||||
| 1876 EAST 26TH STREET | BROOKLYN | NY | 11229 | GENERAL SUPPORT | $1,800 |
| THE NEXT STEP CO ISRAEL MEDICAL FUND | |||||
| 31100 SOLON ROAD SUITE 9 | SOLON | OH | 44139 | GENERAL SUPPORT | $7,200 |
| THE SEPHARDIC RABBINICAL COLLEGE AND SECULAR STUDIES INC | |||||
| 31 WEST 34TH STREET SUITE 1012 | NEW YORK | NY | 10001 | GENERAL SUPPORT | $2,800 |
| THE SHEFA SCHOOL | |||||
| 40 EAST 29TH STREET | NEW YORK | NY | 10016 | GENERAL SUPPORT | $486 |
| THE SPECIAL CHILDREN CENTER | |||||
| 1400 PROSPECT STREET | LAKEWOOD | NJ | 08701 | GENERAL SUPPORT | $1,000 |
| UJA-FEDERATION | |||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | GENERAL SUPPORT | $10,000 |
| YESHIVAH FLATBUSH | |||||
| 1609 AVENUE J | BROOKLYN | NY | 11230 | GENERAL SUPPORT | $22,150 |
| AISHEL SHABBAT | |||||
| 1010 AVENUE N | BROOKLYN | NY | 11236 | GENERAL SUPPORT | $1,000 |
| AMERICAN FRIENDS OF ESHEL | |||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $22,360 |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | |||||
| 636 BROADWAY SUITE 618 | BROOKLYN | NY | 10012 | GENERAL SUPPORT | $1,000 |
| BERIT SHALOM | |||||
| 34 WEST 33RD STREET 2ND FLOOR | BROOKLYN | NY | 10001 | GENERAL SUPPORT | $1,000 |
| CAMP KANFEI | |||||
| 1308 TAFT ROAD | TEANECK | NJ | 07666 | GENERAL SUPPORT | $8,400 |
| CONGREGATION MEGAN DAVID OF MANHATTAN | |||||
| 177 SULLIVAN STREET | NEW YORK | NY | 10012 | GENERAL SUPPORT | $1,000 |
| GABRIELLE'S ANGEL FOUNDATION FOR CANCER RESEARCH | |||||
| 430 WEST 14TH STREET | NEW YORK | NY | 10014 | GENERAL SUPPORT | $2,000 |
| HATZOLAH MIAMI DADE | |||||
| 20201 NE 16TH PL | MIAMI | FL | 33179 | GENERAL SUPPORT | $1,001 |
| INSTITUTE OF JEWISH IDEAS | |||||
| 8 WEST 70TH STREET | NEW YORK | NY | 10023 | GENERAL SUPPORT | $100 |
| ISRAEL BIRTHRIGHT FOUNDATION | |||||
| 711 THIRD AVENUE | NEW YORK | NY | 10017 | GENERAL SUPPORT | $2,300 |
| ISRALIGHT SOUTH FLORIDA | |||||
| 22365 DORADO DRIVE | BOCA RATON | FL | 33433 | GENERAL SUPPORT | $500 |
| J FOUNDATION | |||||
| 2553 RIVER ROAD | MANASQUAN | NJ | 07762 | GENERAL SUPPORT | $500 |
| JUDICAL WATCH | |||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | GENERAL SUPPORT | $110 |
| PORAT YOSEF FOUNDATION | |||||
| 1879 EAST 2ND STREET | BROOKLYN | NY | 11329 | GENERAL SUPPORT | $252 |
| RISING HEROES | |||||
| 3603 QUENTIN ROAD | BROOKLYN | NY | 11234 | GENERAL SUPPORT | $2,600 |
| SEPHARDIC ADDIC FAMILY EDUCATION | |||||
| PO BOX 230060 | BROOKLYN | NY | 11337 | GENERAL SUPPORT | $2,600 |
| JEWISH FEDERATION OF NEW JERSEY | |||||
| 960 HOLMDEL ROAD | HOLMDEL | NJ | 07733 | GENERAL SUPPORT | $1,000 |
| WIDOW AND HESED FUND | |||||
| 82 NORWOOD AVENUE | DEAL | NJ | 07723 | GENERAL SUPPORT | $501 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $277,754 | 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 | $39,059 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $54,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,025 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,755 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $94,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $25,755 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $120,328 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 8 | LineNumberTxt |
| Relationship Statement | TRADING ACTIVITIES TO PRODUCE INCOME FOR CHARITABLE PURPOSES | RelationshipStatementTxt |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED | ExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CHARLES SCHWAB | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,158,811 | BookValueAmt |
| EOYFMV | $2,201,045 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE | Desc |
| EOY Book Value | $1,500,000 | EOYBookValueAmt |
| EOYFMV | $1,500,000 | EOYFMVAmt |