DAVID DONNER FAMILY CHARITABLE: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DAVID DONNER FAMILY CHARITABLE (EIN 05-0548804)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-10-28
- IRS object ID
- 201333019349100113
- 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
- Distribution From Corpus Election
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-10-28T18:52:51-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAWRENCE M REISMAN CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY - SUITE 803 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100071182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050548804 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID DONNER FAMILY CHARITABLE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAVI | NameControl |
| Phone | 9172827968 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 54TH STREET NO 1H | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112194238 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID A DONNER | Name |
| Title | TRUSTEE | Title |
| Phone | 9172827968 | Phone |
| Date Signed | 2013-10-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LAWRENCE M REISMAN | Name |
| PTIN | P01261876 | PTIN |
| Phone | 2125130024 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 693214 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 242654 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 14 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 14 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 78769 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 78769 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 64374 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1430567 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 305173 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 385811 | TotalRevenueAndExpenses |
| Total Net Investment Income | 383956 | 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 | 3600 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 2908 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 0 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 280 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6788 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 688240 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 688240 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 695028 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 688240 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -309217 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 383956 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 11322 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 24964 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 24964 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1017541 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 694682 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 668250 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 1028863 | TotalAssetsBOY |
| Total Assets EOY | 719646 | TotalAssetsEOY |
| Total Assets EOYFMV | 693214 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 1028863 | CapitalStockBOY |
| Capital Stock EOY | 1028863 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 0 | RetainedEarningsBOY |
| Retained Earnings EOY | -309217 | RetainedEarningsEOY |
| Total Net Assets BOY | 1028863 | TotalNetAssetsBOY |
| Total Net Assets EOY | 719646 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1028863 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 719646 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1028863 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -309217 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 719646 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 719646 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| FRONTIER COMMUNICATIONS - 90,000 SHARES | 2012-06-06 | 2012-07-23 | 347114 | 305250 | 41864 | 41864 |
| BALCHEM - 3,000 SHARES | 2013-01-18 | 2013-01-18 | 110171 | 865 | 109306 | 109306 |
| EATON VANCE MANAGED FUND - 73,300 SHARES | 2011-05-25 | 2013-02-01 | 737270 | 712290 | 24980 | 24980 |
| BALCHEM - 3,417 SHARES | 2013-02-13 | 2013-02-21 | 131986 | 991 | 130995 | 130995 |
| FRONTIER COMMUNICATIONS - 25,000 SHARES | 2013-02-15 | 2013-04-12 | 104026 | 105998 | -1972 | -1972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 305173 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 54952 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 775143 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.070893 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 209092 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 796946 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.262367 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 3500 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 677583 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.005165 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 0 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 0 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.000000 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 0 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 0 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.000000 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.338425 | TotalDistributionRatio |
| Average Distribution Ratio | 0.067685 | AverageDistributionRatio |
| Net Noncharitable Assets | 804686 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 54465 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3840 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 58305 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 688240 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 3840 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 3840 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 3840 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 66 | PenaltyForUnderpayment |
| Tax Due | 3906 | 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 |
| 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 | LAWRENCE M REISMAN CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2125130024 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 305 BROADWAY - SUITE 803 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100071182 | 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 | 1 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | 0 | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | 1 | MaintExpendResponsibility |
| 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 |
|---|---|---|---|---|---|---|---|---|
| DAVID A DONNER | ||||||||
| 1440 54TH STREET - APT 1H | BROOKLYN | NY | 11219 | TRUSTEE | 0.50 | 0 | 0 | 0 |
| SHULAMITH DONNER | ||||||||
| 1440 54TH STREET - APT 1H | BROOKLYN | NY | 11219 | TRUSTEE | 0.05 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GIFTS TO DOMESTIC PUBLIC CHARITIES | Description1 |
| Expenses1 | 676140 | Expenses1 |
| Description2 | GIFTS TO FOREIGN CHARITABLE ORGANIZATIONS | Description2 |
| Expenses2 | 12100 | Expenses2 |
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 | 717685 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 99255 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 816940 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 816940 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 12254 | CashDeemedCharitable |
| Net Noncharitable Assets | 804686 | NetNoncharitableAssets |
| Minimum Investment Return | 40234 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 40234 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 3840 | TaxBasedOnInvestmentIncome |
| Total Tax | 3840 | TotalTax |
| Distributable Amount Before Adj | 36394 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 36394 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 36394 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 688240 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 688240 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 3840 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 684400 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 36394 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year2 | 159243 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 22011 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 181254 | TotalExcessDistriCarryover |
| Qualifying Distributions | 688240 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 36394 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 651846 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 833100 | 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 | 242654 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 0 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 590446 | ExcessDistriCyovToNextYear |
| Excess From Current Year | 590446 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (42 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BETH JACOB OF BOROUGH PARK | |||||||||||
| 1371 46TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $6,000 | ||||
| BETH MEDRASH GAVOHA | |||||||||||
| 601 6TH STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| CHASDEI ELIEZER | |||||||||||
| 5309 17TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| CONGREGATION ANSHEI RIDGE | |||||||||||
| 5 SHOSHANNA DRIVE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 | ||||
| CONGREGATION B'NAI YAAKOV | |||||||||||
| 1742 EAST 7TH STREET | BROOKLYN | NY | 11223 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 | ||||
| CONGREGATION BETH MEDRASH GAVOHA | |||||||||||
| 5113 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,200 | ||||
| CONGREGATION CHERNOBYL | |||||||||||
| 4023 12TH AVENUE | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $250 | ||||
| CONGREGATION MIKDASH DOVID | |||||||||||
| 2 HILLTOP LANE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $540 | ||||
| EIN OD MILVADO | |||||||||||
| 621 5TH ST SUITE 2 | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,800 | ||||
| TOMCHEI SHABBOS | |||||||||||
| 6225 NEW UTRECHT AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| YESHIVA ETZ CHAIM | |||||||||||
| 555 MADISON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,400 | ||||
| YESHIVA GEDOLA ZICHRON MOSHE | |||||||||||
| 84 LAUREL PARK ROAD | FALLSBURG | NY | 12733 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| YESHIVA ZICHRON MEILECH | |||||||||||
| 510 DAHILL ROAD | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,500 | ||||
| CONREGATION SHAAREI RACHAMIM | |||||||||||
| 1244 EAST 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | ||||
| YESHIVA NEFESH HACHAIM | |||||||||||
| 4000 3RD STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $9,000 | ||||
| YESHIVA TIFERES ELIMELECH | |||||||||||
| 1650 56TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | GENERAL FUND | $8,000 | ||||
| AMERICAN FRIENDS OF GATESHEAD TALMUDICAL COLLEGE | |||||||||||
| 5359 N BERNARD STREET | CHICAGO | IL | 60625 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 | ||||
| AMERICAN FRIENDS OF KUPAT HAIR | |||||||||||
| 441514TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $40,000 | ||||
| AMERICAN FRIENDS OF THE BRISKER YESHIVA | |||||||||||
| 38 SADDLE RIVER ROAD | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 | ||||
| AMERICAN FRIENDS OF THE HEBRON YESHIVA | |||||||||||
| 1220 BROADWAY | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $120,000 | ||||
| AMERICAN FRIENDS OF YESHIVA TORAS MOSHE | |||||||||||
| 1412 EAST 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,500 | ||||
| BETH MEDRASH OF ROCKLAND | |||||||||||
| 12 HERRICK AVENUE | MONSEY | NY | 10952 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500 | ||||
| YESHIVA BETH HATALMUD | |||||||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,600 | ||||
| CHAI LIFELINE | |||||||||||
| 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $360 | ||||
| CONGREGATION & KOLEL OHR YISOCHER | |||||||||||
| 1260 45TH STEET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $600 | ||||
| CONGREGATION NETSAH ISRAEL | |||||||||||
| 1714 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC CHARITY | BUILDING FUND | $5,000 | ||||
| CONGREGATION SIMCHAT TZION | |||||||||||
| 428 CLIFTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | ||||
| DERECH | |||||||||||
| PO BOX 300462 | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 | ||||
| EUROPEAN YARCHEI KALLAH | |||||||||||
| NONE | FOREIGN ORGANIZATION | FACULTY SALARIES | $2,100 | 29 WARGRAVE AVENUE | LONDON | UK | N15 6UH | ||||
| EZRA LEMARPEI | |||||||||||
| 1564 39TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 | ||||
| FRIENDS OF YESHIVAT HARAN | |||||||||||
| 569 EAST 8TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,600 | ||||
| KAMINETZ YESHIVA OF JERUSALEM | |||||||||||
| NONE | FOREIGN ORGANIZATION | FACULTY SALARIES | $10,000 | 22 YECHEZKEL STREET | JERUSALEM | IS | 91050 | ||||
| KHAL TIFERES YAAKOV | |||||||||||
| 1185 EAST 8TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,800 | ||||
| YESHIVA OHR HAMEIR | |||||||||||
| 141 FURNACE WOODS ROAD | PEEKSKILL | NY | 10566 | NONE | PUBLIC CHARITY | GENERAL FUND | $180 | ||||
| SHAAREI ORAH | |||||||||||
| 1455 51ST STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,250 | ||||
| SUPPORTERS OF TORAH | |||||||||||
| 463 EAST 9TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 | ||||
| TAHARAS HAMISHPACHA OF BRIGHTON BEACH | |||||||||||
| 1742 EAST 7TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| YAVNEH TEACHERS' SEMINARY | |||||||||||
| 2470 BISHOP ROAD | WICKLIFFE | OH | 44092 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 | ||||
| YESHIVA TORAH ORE | |||||||||||
| 3006 AVENUE M | BROOKLYN | NY | 11210 | NONE | PUBLIC CHARITY | GENERAL FUND | $500 | ||||
| ZICHRON ELIYAHU | |||||||||||
| 657 EAST 8TH STREET | BROOKLYN | NY | 11218 | NONE | PUBLIC CHARITY | GENERAL FUND | $41,000 | ||||
| ZICHRON MENACHEM | |||||||||||
| 39 WEST 37TH STREET - 3D FL | NEW YORK | NY | 10018 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 | ||||
| CONGREGATION ZICHRON YAAKOV SHOLOM | |||||||||||
| 9 WASHINGTON AVENUE | LAKEWOOD | NJ | 08701 | NONE | PUBLIC CHARITY | GENERAL FUND | $360 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 688240 | 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 | $14 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $78,769 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $64,374 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $143,157 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 143157 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | DAVID A DONNER | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1440 54TH STREET - APT 1H | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112194230 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 242654 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | BALCHEM COMMON STOCK - 3,000 SHARES 1/18/13BALCHEM COMMON STOCK - 3,417 SHARES 2/13/13 | NoncashPropertyDescription |
| Fair Market Value | 242654 | FairMarketValue |
| Date Received | 2013-02-13 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LAWRENCE M. REISMAN | Category |
| Amount | $3,600 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOUNDATION ELECTS TO TREAT THE ENTIRE $22,011 CARROVER FROM THE YEAR ENDED JUNE 30, 2011, THE ENTIRE $159,243 CARRYOVER FROM THE YEAR ENDED JUNE 30, 2012, AND $61,400 OF DISTRIBUTIONS MADE IN THE YEAR ENDED JUNE 30, 2013 AS MADE OUT OF CORPUS TO SATISFY THE REQUIREMENTS OF CODE SECTION 170(B)(1)(F). THIS ELECTION IS SIGNED BY DAVID DONNER, FOUNDATION TRUSTEE. | Election |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibility (2 entries)
| Address Line1ForeignAddress/AddressLine1 | CityForeignAddress/City | CountryForeignAddress/Country | Postal CodeForeignAddress/PostalCode | Grant DateGrantDate | GrantGrantAmount | Grant PurposeGrantPurpose | Amount Expended By GranteeAmountExpendedByGrantee | Any Diversion By GranteeAnyDiversionByGrantee | Dates Of Reports By GranteeDatesOfReportsByGrantee | Date Of VerificationDateOfVerification | Results Of VerificationResultsOfVerification |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EUROPEAN YARCHEI KALLAH | |||||||||||
| 29 WARGRAVE AVENUE | LONDON | UK | N15 6UH | 2013-01-03 | $2,100 | PAYMENT OF FACULTY SALARIES | 2100 | NONE | MAY 31, 2013 | 2013-05-13 | CONTRIBUTION DEEMED EXPENDED AS REQUESTED |
| KAMINETZ YESHIVA OF JERUSALEM | |||||||||||
| 22 YECHEZKEL STREET | JERUSALEM | IS | 91050 | 2013-03-10 | $10,000 | PAYMENT OF FACULTY SALARIES | 10000 | NONE | JULY 15, 2013 | 2013-07-15 | CONTRIBUTION DEEMED EXPENDED AS REQUESTED |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (2 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| EATON VANCE MANAGED EQUITY INCOME FUND | 0 | 0 |
| FRONTIER COMMUNICATIONS | 694682 | 668250 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| BANK SERVICE CHARGES | 30 | 0 | 0 |
| NYS FILING FEE | 250 | 0 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | IRS EXCISE TAX | Category |
| Amount | $2,908 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |