FREUND FAM FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- FREUND FAM FOUNDATION (EIN 20-0000450)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-15
- IRS object ID
- 201341969349100409
- 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
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-15T12:33:10-05:00 | 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 | WEISS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 WEST 38TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100186269 | 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 | 200000450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREUND FAMILY FOUNDATION THE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FREU | NameControl |
| Phone | 2129623362 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEIR FREUND | Name |
| Title | TRUSTEE | Title |
| Phone | 2129623362 | Phone |
| Date Signed | 2013-07-02 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABRAHAM WEISS | Name |
| Phone | 2123023400 | Phone |
| Date Prepared | 2013-07-15 | DatePrepared |
| 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 | 2608155 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 500000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 36636 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 36636 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 36636 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 15914 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 13540 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 15914 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 4767 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 304845 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4767 | CapitalGainNetIncmNetInvstIncm |
| Net STCG Adj Net Incm | 3417 | NetSTCGAdjNetIncm |
| Total Revenue And Expenses | 557317 | TotalRevenueAndExpenses |
| Total Net Investment Income | 54943 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 55967 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 5560 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 5560 | AccountingFeesNetInvstIncm |
| Taxes Rev And Expnss | 873 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 873 | TaxesNetInvstIncm |
| Other Expenses Rev And Expnss | 4416 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4416 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 10849 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 10849 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 114281 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 114281 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 125130 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 10849 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 114281 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 432187 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 44094 | NetInvestmentIncome |
| Adjusted Net Income | 55967 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 679349 | CashBOY |
| Cash EOY | 1702508 | CashEOY |
| Cash EOYFMV | 1702513 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 245000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 245000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 245000 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig BOY | 499911 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 249356 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 313015 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 331853 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 291989 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 169744 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 172491 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 521680 | InvestmentsOtherBOY |
| Investments Other EOY | 489205 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 156298 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2487285 | TotalAssetsBOY |
| Total Assets EOY | 2919472 | TotalAssetsEOY |
| Total Assets EOYFMV | 2608155 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2487285 | RetainedEarningsBOY |
| Retained Earnings EOY | 2919472 | RetainedEarningsEOY |
| Total Net Assets BOY | 2487285 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2919472 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2487285 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2919472 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2487285 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 432187 | ExcessOfRevenueOverExpenses |
| Subtotal | 2919472 | Subtotal |
| Total Net Assets Fund Balances EOY | 2919472 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (22 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 |
|---|---|---|---|---|---|---|---|
| MS STEP UP | P | 2010-08-26 | 2012-11-30 | 100000 | 100000 | ||
| APPLE INC | P | 2011-08-25 | 2012-11-15 | 9524 | 6713 | 2811 | 2811 |
| AFLAC INC | P | 2012-03-19 | 2012-10-10 | 9336 | 9345 | -9 | -9 |
| VOC ENERGY | P | 2011-07-19 | 2012-10-04 | 11417 | 14577 | -3160 | -3160 |
| CLIFFS NATURAL RESOURCES | P | 2012-01-01 | 2012-10-22 | 33184 | 29439 | 3745 | 3745 |
| VODAFONE GP | P | 2011-06-20 | 2012-08-16 | 14709 | 13199 | 1510 | 1510 |
| FORD MOTOR CO | P | 2011-08-10 | 2012-01-27 | 13692 | 12111 | 1581 | 1581 |
| BAC CAP TR | P | 2011-06-03 | 2012-11-05 | 22350 | 22244 | 106 | 106 |
| JONES GROUP INC | P | 2012-03-19 | 2012-04-30 | 9067 | 9402 | -335 | -335 |
| LORD ABBETT SHT DURATION INC | P | 2011-06-21 | 2012-12-18 | 9598 | 9515 | 83 | 83 |
| NETFLIX INC | P | 2012-10-04 | 2012-10-26 | 6724 | 6634 | 90 | 90 |
| P | |||||||
| SEADRILL LTD | P | 2011-06-03 | 2012-03-26 | 25131 | 22721 | 2410 | 2410 |
| P | |||||||
| V F CORP | P | 2012-07-10 | 2012-10-22 | 11898 | 10519 | 1379 | 1379 |
| VOC ENERGY TRUST | P | 2011-11-18 | 2012-10-04 | 4146 | 4710 | -564 | -564 |
| YPF SOCIEDAD | P | 2011-06-03 | 2012-02-14 | 9112 | 12479 | -3367 | -3367 |
| ZYNGA INC | P | 2012-03-01 | 2012-05-21 | 3276 | 6664 | -3388 | -3388 |
| EL PASO PIPELINE | P | 2011-12-06 | 2012-02-28 | 11006 | 9806 | 1200 | 1200 |
| ISHARES SILVER TR | P | 2012-01-31 | 2012-12-31 | 22 | 22 | 22 | |
| SPDR GOLD TR | P | 2012-01-11 | 2012-12-11 | 76 | 76 | 76 | |
| VOC ENERGY | P | 2012-02-14 | 2012-08-14 | 577 | 577 | 577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4767 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 3417 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 168972 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2112713 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.079979 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 124286 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2149144 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.057830 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 85404 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1856202 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.046010 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 73766 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1552441 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.047516 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 125153 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1307611 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.095711 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.327046 | TotalDistributionRatio |
| Average Distribution Ratio | 0.065409 | AverageDistributionRatio |
| Net Noncharitable Assets | 2566779 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 167890 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 441 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 168331 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 114281 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 882 | InvestmentIncomeExciseTax |
| Subtotal | 882 | Subtotal |
| Tax Based On Investment Income | 882 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 750 | TaxPaidWithExtension |
| Total Credits And Payments | 750 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 20 | PenaltyForUnderpayment |
| Tax Due | 152 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MEIR AND BELLA FREUND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129623362 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|---|---|
| MEIR FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| BELLA FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 946409 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1287791 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 371667 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2605867 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2605867 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 39088 | CashDeemedCharitable |
| Net Noncharitable Assets | 2566779 | NetNoncharitableAssets |
| Minimum Investment Return | 128339 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 128339 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 882 | TaxBasedOnInvestmentIncome |
| Total Tax | 882 | TotalTax |
| Distributable Amount Before Adj | 127457 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 127457 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 127457 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 114281 | ExpensesAndContributions |
| Qualifying Distributions | 114281 | QualifyingDistributions |
| Adj Qualifying Distributions | 114281 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 127457 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 61805 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year2 | 18210 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 64528 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 144543 | TotalExcessDistriCarryover |
| Qualifying Distributions | 114281 | QualifyingDistributions |
| Applied To Current Year | 114281 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 13176 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 13176 | ExcessDistriCyovAppliedCY |
| Total Corpus | 131367 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 48629 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 82738 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 18210 | ExcessFromYear2 |
| Excess From Year1 | 64528 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MEIR FREUND | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1832 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 2129623362 | RecipientPhoneNumber |
| Form And Info And Materials | NO RESTRICTIONS | FormAndInfoAndMaterials |
| Submission Deadlines | NO RESTRICTIONS | SubmissionDeadlines |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| CONGREGATION KHAL SASREGEN | |||||||
| 1253 EAST 24TH STREET | BROOKLYN | NY | 112104532 | N/A | ACTIVE | CHARITABLE | $41,680 |
| MACHON HILDA BIRN HIGH SCHOOK | |||||||
| 1681 42ND STREET | BROOKLYN | NY | 112041027 | N/A | ACTIVE | CHARITABLE | $20,000 |
| MISC ORGANIZED CHARITIES (1000) | |||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 112101513 | N/A | ACTIVE | CHARITABLE | $16,926 |
| OHR MEIR FOUNDATION INC | |||||||
| 3023 AVENUE J | BROOKLYN | NY | 112103837 | N/A | ACTIVE | CHARITABLE | $10,000 |
| CHAIM V CHESED | |||||||
| 1451 52ND STREET | BROOKLYN | NY | 112041419 | N/A | ACTIVE | CHARITABLE | $7,000 |
| CONGREGATION BAIS YOSHER | |||||||
| 2500 AVENUE M | BROOKLYN | NY | 112104545 | N/A | ACTIVE | CHARITABLE | $5,660 |
| CAMP DORA GOLDING | |||||||
| 5515 NEW UTRECHT AVENUE | BROOKLYN | NY | 112194630 | N/A | ACTIVE | CHARITABLE | $4,500 |
| CONGREGATION ANSHEI HORIM | |||||||
| 23 BEECHNUT DRIVE | FALLSBURG | NY | 127797003 | N/A | ACTIVE | CHARITABLE | $3,175 |
| BAYIT LEPLETOT INC | |||||||
| 1362 EAST 21ST STREET | BROOKLYN | NY | 112104513 | N/A | ACTIVE | CHARITABLE | $1,800 |
| GEMACH CHEMED SHLOMO | |||||||
| 4712 12TH AVENUE | BROOKLYN | NY | 112192520 | N/A | ACTIVE | CHARITABLE | $1,540 |
| ALWAYS OUR KIDS INC | |||||||
| 5004 AVENUE M | BROOKLYN | NY | 112343802 | N/A | ACTIVE | CHARITABLE | $1,000 |
| YESHIVA IMREI YOSEF | |||||||
| 5801 15TH AVENUE | BROOKLYN | NY | 112194706 | N/A | ACTIVE | CHARITABLE | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 114281 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $36,636 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,914 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 4767 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,550 | ExclusionAmount |
| Related Or Exempt Function Income | 4767 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57317 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | 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 | MEIR BELLA FREUND | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 500000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $5,560 | Amount |
| Net Investment Income | 5560 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| MEIR FREUND |
| BELLA FREUND |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STAN;EY CAP TR VI | 100000 | 100800 |
| 15NC1Y STEP UP CALLABLE | ||
| NEW YORK NY GENT OBLIGATION | 5000 | 5500 |
| GENERAL MOTORS ACCEPT | 19733 | 21142 |
| BAC CAPITAL TRUST II | ||
| JPMORGAN CHASE CAPITAL XXIX | 25197 | 25550 |
| CAPITAL ONE CAPITAL | 19814 | 19499 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (30 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| APPLE INC | 17225 | 22351 |
| AT&T INC | 19970 | 22046 |
| BANK OF AMERICA CORP | 9956 | 10484 |
| BP PLC | 9063 | 8703 |
| BROADCOM CORP | 9197 | 8601 |
| CDN PACIFIC RY LTD | 8258 | 9044 |
| CHEVRON CORP | 20444 | 21520 |
| CLIFFS NATURAL RESOURCES INC | 12043 | 12960 |
| EL PASO PIPELINE PARTNERS | 11067 | 11165 |
| FACEBOOK INC | 8502 | 9823 |
| FORD MOTOR CO | 10872 | 14840 |
| FOSSIL INC | 8336 | 9124 |
| HALIBURTON CO | 9038 | 8430 |
| IRONWOOD PHARM | 8799 | 6648 |
| ISHARE SILVER TRUST | 4693 | 4376 |
| KOHLS CORP | 8264 | 8080 |
| MARKET VECTORS GOLD MINERS | 7766 | 7701 |
| MEMORIAL PRODN PTNRS | 9430 | 8367 |
| MICROSOFT CORP | 17749 | 18697 |
| MOLYCORP INC | 6759 | 7023 |
| PHILLIPS 66 COM | 9687 | 10779 |
| SEADRILL LTD | ||
| SEMPA ENERGY | 9989 | 10641 |
| SPDR GOLD TRUST | 19026 | 19280 |
| UNITED STS STL CP | 8361 | 9254 |
| VOC ENERGY TRUST | ||
| VODAPHONE GP | ||
| YPF SOCIEDAD ADS | ||
| BANK OF AMERICA 6.375 | 24570 | 26916 |
| BARCLAYS BANK | 23951 | 25000 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (8 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| NOTES RECEIVABLE | AT COST | 335000 | |
| ING GNMA INCOME I | AT COST | 9598 | 9619 |
| LORD ABBETT SHT DURATION | AT COST | 22159 | 22336 |
| PIONEER HIGH INCOME MUNI Y | AT COST | 22845 | 24689 |
| PIONEER SHORT TERM INCOME Y | AT COST | 26183 | 26217 |
| PIONEER STRATEGIC INCOME Y | AT COST | 32483 | 32974 |
| PUTNAM DIVERSIFIED INC | AT COST | 30092 | 28738 |
| PUTNAM HOGH YIELD TRUST A | AT COST | 10845 | 11725 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| INVESTMENT EXPENSES | 4416 | 4416 |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | Category |
| Amount | $873 | Amount |
| Net Investment Income | 873 | NetInvestmentIncome |