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HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-20
IRS object ID
201343249349100504
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-20T15:02:12-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1LEVENSON KATZIN & BALLOTTA PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line17901 SW 6TH CT STE 140AddressLine1
CityPLANTATIONCity
StateFLState
ZIP Code33324ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN650757808EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HAHN FAMILY FOUNDATION INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHAHNNameControl
Phone3056529306Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11313 HASTINGS STREETAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameBARRY J HAHNName
TitleDIRECTORTitle
Phone3056529306Phone
Date Signed2013-11-11DateSigned
Authorize Third PartyfalseAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameALFRED J KATZIN CPAName
Phone9549617940Phone
Date Prepared2013-11-20DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY12686475FMVAssetsEOY
Method Of Accounting OtherXMethodOfAccountingOther

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Not Required To Attach Schedule BXNotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss11031InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm11031InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss273546DividendsRevAndExpnss
Dividends Net Invst Incm273546DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-54888NetGainSaleAssetsRevAndExpnss
Gross Sales Price5643438GrossSalesPrice
Other Income Rev And Expnss41607OtherIncomeRevAndExpnss
Other Income Net Invst Incm27066OtherIncomeNetInvstIncm
Total Revenue And Expenses271296TotalRevenueAndExpenses
Total Net Investment Income311643TotalNetInvestmentIncome
Accounting Fees Rev And Expnss24115AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm24115AccountingFeesNetInvstIncm
Other Prof Fees Rev And Expnss30017OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm17517OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps12500OtherProfFeesDsbrsChrtblPrps
Interest Rev And Expnss254InterestRevAndExpnss
Interest Net Invst Incm254InterestNetInvstIncm
Taxes Rev And Expnss4597TaxesRevAndExpnss
Taxes Net Invst Incm997TaxesNetInvstIncm
Tot Opr Expenses Rev And Expnss58983TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm42883TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps12500TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss686623ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps686623ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss745606TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm42883TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps699123TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-474310ExcessOfRevenueOverExpenses
Net Investment Income268760NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY153994SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY72529SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV72529SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY9246193InvestmentsCorpStockBOY
Investments Corp Stock EOY9562615InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV9857129InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY785000InvestmentsCorpBondsBOY
Investments Corp Bonds EOY666236InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV603025InvestmentsCorpBondsEOYFMV
Investments Other BOY2679399InvestmentsOtherBOY
Investments Other EOY2095774InvestmentsOtherEOY
Investments Other EOYFMV2148291InvestmentsOtherEOYFMV
Other Assets BOY12379OtherAssetsBOY
Other Assets EOY5501OtherAssetsEOY
Other Assets EOYFMV5501OtherAssetsEOYFMV
Total Assets BOY12876965TotalAssetsBOY
Total Assets EOY12402655TotalAssetsEOY
Total Assets EOYFMV12686475TotalAssetsEOYFMV
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY12876965UnrestrictedBOY
Unrestricted EOY12402655UnrestrictedEOY
Total Net Assets BOY12876965TotalNetAssetsBOY
Total Net Assets EOY12402655TotalNetAssetsEOY
Total Liabilities Net Assets BOY12876965TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY12402655TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY12876965TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-474310ExcessOfRevenueOverExpenses
Subtotal12402655Subtotal
Total Net Assets Fund Balances EOY12402655TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (35 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
SEE ATTACHED 442-134992-707 MORGAN SP2012-01-032012-12-3056995543156156
SEE ATTACHED 416-34743-17 MORGAN STAP2011-01-032012-12-3015011881390846110342110342
SETTLEMENTSP2011-01-032012-12-30838383
SEE ATTACHED 442-134992-707 MORGAN SP2012-01-032012-12-30334242347708-13466-13466
SEE ATTACHED 442-130516-707 MORGAN SP2011-01-032012-12-301825-7-7
PARTNERSHIP SHORT-TERMP2012-01-032012-12-302-2-2
SEE ATTACHED 416-34743-17 MORGAN STAP2012-01-032012-12-30218777259160-40383-40383
SEE ATTACHED 442-130516-707 MORGAN SP2011-01-032012-12-30123964127608-3644-3644
PARTNERSHIP LONG-TERMP2011-01-032012-12-30121512151215
SEE ATTACHED 442-130516-707 MORGAN SP2012-01-032012-12-3028382279559559
SEE ATTACHED 442-130516-707 MORGAN SP2011-01-032012-12-30270132500020132013
40% PTE SECTION 1256P2012-01-032012-12-30377-377-377
SEE ATTACHED 442-130516-707 MORGAN SP2012-01-032012-12-3012461212000046124612
SEE ATTACHED 442-130516-707 MORGAN SP2011-01-032012-12-3026665025947671747174
60% PTE SECTION 1256P2011-01-032012-12-30566-566-566
SEE ATTACHED 442-130516-707 MORGAN SP2012-01-032012-12-301228012041239239
SEE ATTACHED 416-1303A-13 MORGAN STAP2011-01-032012-12-301614071369032450424504
SEE ATTACHED 416-1303A-13 MORGAN STAP2012-01-032012-12-3038738611
SEE ATTACHED 442-131306-707 MORGAN SP2011-01-032012-12-3023581977381381
SEE ATTACHED 442-131306-707 MORGAN SP2012-01-032012-12-304094645339-4393-4393
SEE ATTACHED 442-131306-707 MORGAN SP2011-01-032012-12-30212221-9-9
SEE ATTACHED 442-131306-707 MORGAN SP2012-01-032012-12-305262156227-3606-3606
RISING STARS OFFSHOREP2007-06-302012-11-30292827300000-7173-7173
SEE ATTACHED 442-131306-707 MORGAN SP2012-01-032012-12-30689586596429942994
IRONWOOD INTERNATIONAL LTDP2007-06-302012-12-317718131000000-228187-228187
SEE ATTACHED 442-131306-707 MORGAN SP2012-01-032012-12-3035924122-530-530
MS HP IVORY FLAGSHIP OFFSHOREP2009-12-152012-01-31290103300000-9897-9897
SEE ATTACHED 416-1569A-19 MORGAN STAP2012-01-032012-12-30184354187349-2995-2995
HF CHILTON GLOBAL NAT'L RES OFFSHOREP2007-06-302012-01-31192754250000-57246-57246
SEE ATTACHED 442-134992-707 MORGAN SP2011-01-032012-12-30180256181251-995-995
CR CHINA GROWTH RE GROWTH CAYMANP2008-06-302012-12-312796061992698033780337
SEE ATTACHED 442-134992-707 MORGAN SP2011-01-032012-12-302500002342551574515745
DISPOSED PTP BASIS ADJUSTMENTSP2012-01-032012-12-30261226122612
SEE ATTACHED 442-134992-707 MORGAN SP2011-01-032012-12-3019088618443264546454
FRACTIONAL SHARESP2011-01-032012-12-30464464464
FieldValueIRS element (for citing)
Capital Gain Net Income-54888CapitalGainNetIncome
Net Short Term Capital Gain Or Loss-54579NetShortTermCapitalGainOrLoss

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 TaxfalseLiableFor4942Tax
Qualifying Distributions Year1624781QualifyingDistributionsYear1
Noncharitable Assets Year113099249NoncharitableAssetsYear1
Distribution Ratio Year10.047696DistributionRatioYear1
Qualifying Distributions Year2621203QualifyingDistributionsYear2
Noncharitable Assets Year212899706NoncharitableAssetsYear2
Distribution Ratio Year20.048156DistributionRatioYear2
Qualifying Distributions Year3615230QualifyingDistributionsYear3
Noncharitable Assets Year312258799NoncharitableAssetsYear3
Distribution Ratio Year30.050187DistributionRatioYear3
Qualifying Distributions Year4525288QualifyingDistributionsYear4
Noncharitable Assets Year414642336NoncharitableAssetsYear4
Distribution Ratio Year40.035875DistributionRatioYear4
Qualifying Distributions Year5730315QualifyingDistributionsYear5
Noncharitable Assets Year515595562NoncharitableAssetsYear5
Distribution Ratio Year50.046828DistributionRatioYear5
Total Distribution Ratio0.228742TotalDistributionRatio
Average Distribution Ratio0.045748AverageDistributionRatio
Net Noncharitable Assets12520064NetNoncharitableAssets
Adjusted Noncharitable Assets572768AdjustedNoncharitableAssets
One Percent Net Investment Income2688OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One575456AdjNonchrtblAssetsAndOnePct
Qualifying Distributions699123QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax2688InvestmentIncomeExciseTax
Subtotal2688Subtotal
Tax Based On Investment Income2688TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment4929EstTaxPaymentsAndOverpayment
Tax Paid With Extension7000TaxPaidWithExtension
Total Credits And Payments11929TotalCreditsAndPayments
Form2220 AttachedXForm2220Attached
Penalty For Underpayment3PenaltyForUnderpayment
Overpayment9238Overpayment
Amount Credited To Next Year2700AmountCreditedToNextYear
Amount To Be Refunded6538AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political ActivitiesfalseLegislativePoliticalActivities
More Than100 SpentfalseMoreThan100Spent
Form1120 POL FiledfalseForm1120POLFiled
Activities Not Prev ReportedfalseActivitiesNotPrevReported
Changes To Articles Or BylawsfalseChangesToArticlesOrBylaws
Unrelated Bus Income Over1000falseUnrelatedBusIncomeOver1000
Termination EtcfalseTerminationEtc
Requirements Of Sect508etrueRequirementsOfSect508e
At Least5000 In AssetstrueAtLeast5000InAssets
States Filed WithFLStatesFiledWith
Form990 PF Filed With AGtrueForm990PFFiledWithAG
Private Operating FoundationfalsePrivateOperatingFoundation
New Substantial ContributorsfalseNewSubstantialContributors
Interest In Controlled EntityfalseInterestInControlledEntity
Applicable Insurance ContractfalseApplicableInsuranceContract
Comply With Public Inspection RqrtrueComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameALFRED J KATZIN CPABooksInCareOfPersonName
Books In Care Of Phone Number9549617940BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line17901 SW 6TH COURT SUITE 140AddressLine1
CityPLANTATIONCity
StateFLState
ZIP Code333243248ZIPCode
FieldValueIRS element (for citing)
Foreign BankfalseForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly PersonfalseSaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly PersonfalseBorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly PersonfalseFurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly PersonfalsePayCompensationToDsqflyPerson
Transfer Assets To Dsqfly PersonfalseTransferAssetsToDsqflyPerson
Payment To Government OfficalfalsePaymentToGovernmentOffical
Undistributed Income Prior YearsfalseUndistributedIncomePriorYears
Business HoldingsfalseBusinessHoldings
Jeopardy InvestmentsfalseJeopardyInvestments
Uncorrected Jeopardy InvestmentsfalseUncorrectedJeopardyInvestments
Influence LegislationfalseInfluenceLegislation
Influence ElectionfalseInfluenceElection
Grants To IndividualsfalseGrantsToIndividuals
Grants To OrganizationsfalseGrantsToOrganizations
Noncharitable PurposefalseNoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft ContractfalseRcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft ContractfalsePayPremiumsPrsnlBnftContract
Prohibited Tax Shelter TransactnfalseProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
BARRY HAHN
1313 HASTINGS STREETTEANECKNJ07666DIRECTOR2.00000
HELEN HELFMAN
1859 E 9TH STREETBROOKLYNNY11223DIRECTOR2.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Description1N/ADescription1

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities12449055AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances259692AvgMonthlyCashBalances
FMV All Other Noncharitable Assets1978FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets12710725TotalFMVOfUnusedAssets
Adj Total FMV Of Unused Assets12710725AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable190661CashDeemedCharitable
Net Noncharitable Assets12520064NetNoncharitableAssets
Minimum Investment Return626003MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return626003MinimumInvestmentReturn
Tax Based On Investment Income2688TaxBasedOnInvestmentIncome
Total Tax2688TotalTax
Distributable Amount Before Adj623315DistributableAmountBeforeAdj
Distributable Amount Before Ded623315DistributableAmountBeforeDed
Distributable Amount As Adjusted623315DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions699123ExpensesAndContributions
Qualifying Distributions699123QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm2688OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions696435AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted623315DistributableAmountAsAdjusted
Undistributed Income Prior Year51694UndistributedIncomePriorYear
Qualifying Distributions699123QualifyingDistributions
Applied To Year151694AppliedToYear1
Applied To Current Year623315AppliedToCurrentYear
Remaining Distri From Corpus24114RemainingDistriFromCorpus
Total Corpus24114TotalCorpus
Undistributed Income CY0UndistributedIncomeCY
Excess Distri Cyov To Next Year24114ExcessDistriCyovToNextYear
Excess From Current Year24114ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameBARRY J HAHNRecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11313 HASTINGS STREETAddressLine1
CityTEANECKCity
StateNJState
ZIP Code07666ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3056529306RecipientPhoneNumber
Form And Info And MaterialsEMAIL TO HAHNFAMILYFOUNDATION@YAHOO.COMFormAndInfoAndMaterials
Submission DeadlinesNONESubmissionDeadlines
Restrictions On AwardsQUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLYRestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (72 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2Address Line1RecipientForeignAddress/AddressLine1Address Line2RecipientForeignAddress/AddressLine2CityRecipientForeignAddress/CityProvince Or StateRecipientForeignAddress/ProvinceOrStateCountryRecipientForeignAddress/CountryPostal CodeRecipientForeignAddress/PostalCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmountAddress Line1RecipientUSAddress/AddressLine1Address Line2RecipientUSAddress/AddressLine2CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCode
ALEH NEGEV FOUNDATION
ALEH NEGEV FOUNDATION12 AHARONOVITZ STREET12 AHARONOVITZ STREETBNEI BRAKISRAELIS51103NONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$2,500
AMERICAN COMMITTEE FOR SHAARE
AMERICAN COMMITTEE FOR SHAARENONE501(C)(3)FOR MEDICAL RESEARCH SUPPORT$100,00045 WEST 45 STREET45 WEST 45 STREETNEW YORKNY10036
AMERICAN FRIENDS OF THE MARCH OF TH
AMERICAN FRIENDS OF THE MARCH OF THE LIVINGNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,50018900 NE 25TH AVENUE18900 NE 25TH AVENUENORTH MIAMI BEACHFL33180
AMERICAN HEART ASSOCIATION
AMERICAN HEART ASSOCIATIONNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$5,0006444 NW 5TH WAY6444 NW 5TH WAYFORT LAUDERDALEFL33309
AMIT
AMITNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$100817 BROADWAY817 BROADWAYNEW YORKNY10003
BAIS MEDRASH OF SOUTH FLORIDA
BAIS MEDRASH OF SOUTH FLORIDANONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,00018731 S DIXIE HWY18731 S DIXIE HWYMIAMIFL33157
BAIS YAAKOV SCHOOL OF MIAMI
BAIS YAAKOV SCHOOL OF MIAMINONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$651110 NE 163RD STREET1110 NE 163RD STREETNORTH MIAMI BEACHFL33162
AMERICAN FRIENDS OF BEIT ISSIE SHAP
AMERICAN FRIENDS OF BEIT ISSIE SHAPIRONONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$7,00018900 NE 25TH AVENUE18900 NE 25TH AVENUENORTH MIAMI BEACHFL33180
AMERICAN FRIENDS OF BEIT OROT
AMERICAN FRIENDS OF BEIT OROTNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,000162 DECAR LANE162 CEDAR LANETEANECKNJ07666
BONEI OLAM INC
BONEI OLAM INCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$7501755 46TH STREET1755 46TH STREETBROOKLYNNY11204
CHAI LIFELINE
CHAI LIFELINENONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$18,288151 WEST 30TH STREET151 WEST 30TH STREETNEW YORKNY10001
CHMOL
CHMOLNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1005225 NEW UTRECHT AVE5225 NEW UTRECHT AVEBROOKLYNNY11219
CHOFETZ CHAIM HERITAGE FOUNDATION
CHOFETZ CHAIM HERITAGE FOUNDATIONNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$3,960361 SPOOK ROCK ROAD361 SPOOK ROCK ROADSUFFERNNY10901
CONGREGATION BNAI YESHURA
CONGREGATION BNAI YESHURANONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$3,308641 W ENGLEWOOD AVE641 W ENGLEWOOD AVETEANECKNJ07666
CONGREGATION SHAARAY TEFILAH
CONGREGATION SHAARAY TEFILAHNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$158,275971 NE 172 STREET971 NE 172 STREETNORTH MIAMI BEACHFL33162
FIRSTGIVINGCOM-CC
FIRSTGIVINGCOM-CCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$3634 FARNSWORTH STREET 3RD34 FARNSWORTH STREET 3RDBOSTONMA02210
FRIENDS OF LUBAVITCH LANDOW
FRIENDS OF LUBAVITCH LANDOWNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,859513 KENWOOD PLACE513 KENWOOD PLACETEANECKNJ07666
GREATER MIAMI JEWISH FOUNDATION
GREATER MIAMI JEWISH FOUNDATIONNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$7,5004200 BISCAYNE BLVD4200 BISCAYNE BLVDMIAMIFL33137
HACHNOSSOS KALLAH OF MIAMI
HACHNOSSOS KALLAH OF MIAMINONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1001400 LENOX AVE1400 LENOX AVEMIAMIFL33139
HASBARA FELLOWSHIPS
HASBARA FELLOWSHIPSNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$25,000520 8TH AVENUE SUITE 2004520 8TH AVENUE SUITE 2004NEW YORKNY10018
HASC
HASCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1005902 12TH AVENUE5902 12TH AVENUEBROOKLYNNY11219
HERITAGE HOUSE
HERITAGE HOUSENONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$750601 MUSEUM COURT601 MUSEUM COURTBROOKSVILLEFL33460
HOLOCAUST DOCUMENTATION & EDUCATION
HOLOCAUST DOCUMENTATION & EDUCATIONNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$5002031 HARRISON STREET2031 HARRISON STREETHOLLYWOODFL33020
JEWISH ADOPTION & FOSTER CARE OPTIO
JEWISH ADOPTION & FOSTER CARE OPTIONSNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$36,0004200 N UNIVERSITY DRIVE4200 N UNIVERSITY DRIVESUNRISEFL33351
JEWISH CENTER FOR SPECIAL
JEWISH CENTER FOR SPECIALNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$72430 KENT AVE430 KENT AVEBROOKLYNNY11211
JEWISH COLLEGITE LEARNING EXCHANGE
JEWISH COLLEGIATE LEARNING EXCHANGENON501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$12,0001500 NW 49TH STREET1500 NW 49TH STREETFORT LAUDERDALEFL33309
JEWISH COMMUNITY SERVICE SO FL
JEWISH COMMUNITY SERVICE SO FLNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$5,000800 NE 125TH STREET800 NE 125TH STREETMIAMIFL33161
JEWISH EDUCATION CENTER OF SOUTH FL
JEWISH EDUCATION CENTER OF SOUTH FLNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$10,0003814 NW 5TH TERRACE3814 NW 5TH TERRACEBOCA RATONFL33431
JEWISH NATIONAL FUND
JEWISH NATIONAL FUNDNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$28842 EAST 69TH STREET42 EAST 69TH STREETNEW YORKNY10021
JEWISH UPBRINGING MATTERS PROGRAM
JEWISH UPBRINING MATTERS PROGRAMNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1,0002632 HOLLYWOOD BLVD 2042632 HOLLYWOOD BLVD 204HOLLYWOODFL33020
KADIMA SCHOOL FOR SPECIAL
KADIMA SCHOOL FOR SPECIALNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$5,0007011 SHOUP STREET7011 SHOUP STREETWEST HILLSCA91307
KAREN HAYELED HATAZLAH
KAREN HAYELED HATZALAHNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1001482 41ST STREET1482 41ST STREETBROOKLYNNY11218
KESHER LD INC
KESHER LD INCNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1,80018900 NE 25TH AVENUE18900 NE 25TH AVENUEMIAMIFL33180
LANDOW YESHIVA
LANDOW YESHIVANONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1801140 ALTON ROAD1140 ALTON ROADMIAMI BEACHFL33139
LEV MALKA
LEV MALKANONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,0001467 59TH STREET1467 59TH STREETBROOKLYNNY11219
MAZEL DAY SCHOOL
MAZEL DAY SCHOOLNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1002915 BRIGHTON 6TH STREET2915 BRIGHTON 6TH STREETBROOKLYNNY11235
KOLEL MATEH EFRAIM
KOLEL MATEH EFRAIMNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$2,0005308 13TH AVENUE5308 13TH AVENUEBROOKLYNNY11219
MOSHAVA SCHOLARSHIP FUND
MOSHAVA SCHOLARSHIP FUNDNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$3,750520 EIGHTH AVE 15TH FLOOR520EIGHTH AVE 15TH FLOORNEW YORKNY10018
NATL CONF OF SYNAGOGUE YOUTH
NATL CONF OF SYNAGOGUE YOUTHNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$46,0001345 QUEEN ANNE ROAD1345 QUEEN ANNE ROADTEANECKNJ07666
NER ISRAEL RABBINICAL COLLEGE
NER ISRAEL RABBINICAL COLLEGENONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1,000400 MOUNT WILSON LANE400 MOUNT WILSON LANEBALTIMOREMD21208
NOAM SHABBOS
NOAM SHABBOSNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$181701 45TH STREET1701 45TH STREETBROOKLYNNY11204
NORTH MIAMI BEACH KOLLEL
NORTH MIAMI BEACH KOLLELNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$12,90016375 NE 18TH AVE16375 NE 18TH AVENORTH MIAMI BEACHFL33162
ORLANDO TORAH ACADEMY
ORLANDO TORAH ACADEMYNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$25,00011200 S APOPKA-VINELAND11200 S APOPKA-VINELANDORLANDOFL32836
ORTHODOX UNION
ORTHODOX UNIONNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$7211 BROADWAY11 BROADWAYNEW YORKNY10004
PROJECT EZRAH NEEDS INC
PROJECT EZRAH NEEDS INCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$36095 CEDAR LANE95 CEDAR LANEENGLEWOODNJ07631
RABBINICAL SEMINARY OF AMERICA
RABBINICAL SEMINARY OF AMERICANONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$25,00076-01 147TH STREET76-01 147TH STREETFLUSHINGNY11367
REFUAH YESHUAH
REFUAH YESHUAHNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$863054 BEDFORD AVE3054 BEDFORD AVEBROOKLYNNY11210
SHOR YOSHUV INSTITUTE
SHOR YOSHUV INSTITUTENONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$3,6001 CEDAR LAWN AVENUE1 CEDAR LAWN AVENUELAWRENCENY11559
SPECIAL OLYMPICS
SPECIAL OLYMPICSNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1001915 DON WICKHAM DRIVE1915 DON WICKHAM DRIVECLERMONTFL34711
TEAM LIFE INC
TEAM LIFE INCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$18PO BOX 588PO BOX 588TREVOSEPA19053
THE FRIENDSHIP CIRCLE
THE FRIENDSHIP CIRCLENONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$100754 SOUTH 9TH STREET754 SOUTH 9TH STREETPHILADELPHIAPA19147
THE LEUKEMIA & LYMPHOMA SOCIETY
THE LEUKEMIA & LYMPHOMA SOCIETYNONE501(C)(3)FOR MEDICAL RESEARCH SUPPORT$5,0002 OAKWOOD BLVD SUITE 2002 OAKWOOD BLVD SUITE 200HOLLYWOODFL33020
TORAH ACADEMY OF BERGEN
TORAH ACADEMY OF BERGENNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$1,0001600 QUEEN ANNE ROAD1600 QUEEN ANNE ROADTEANECKNJ07666
TORAH ADVANCEMENT PROGRAM
TORAH ADVANCEMENT PROGRAMNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$16,0001041 NE 176 TERRACE1041 NE 176 TERRACENORTH MIAMI BEACHFL33162
TORAH OUTREACH PROGRAMS
TORAH OUTREACH PROGRAMSNONE501(C)(3)FOR RELIGIOUS GENERAL SUPPORT$1,0001020 NE 176TH STREET1020 NE 176TH STREETNORTH MIAMI BEACHFL33162
TORAS EMES ACADEMY OF MIAMI
TORAS EMES ACADEMY OF MIAMINONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$25,0001025 NE MIAMI GARDENS DR1025 NE MIAMI GARDENS DRMIAMIFL33179
YAVNEH ACADEMY
YAVNEH ACADEMYNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$50,000155 N FAIRVIEW AVENUE155 N FAIRVIEW AVENUEPARAMUSNJ07652
YESHIVA TORAS CHAIM
YESHIVA TORAS CHAIMNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$1801025 NE MIAMI GARDENS DR1025 NE MIAMI GARDENS DRNORTH MIAMI BEACHFL33179
YESHIVAS TORAS MOSHE
YESHIVAS TORAS MOSHENONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$10,0001145 E 21ST STREET1145 E 21ST STREETBROOKLYNNY11210
YESHIVAT NOAM
YESHIVAT NOAMNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$21,65070 WEST CENTURY ROAD70 WEST CENTURY ROADPARAMUSNJ07652
YOUNG AT ART MUSEUM
YOUNG AT ART MUSEUMNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$1,00011584 WEST STATE ROAD 8411584 WEST STATE ROAD 84DAVIEFL33325
YOUNG ISRAEL GREATER MIAMI
YOUNG ISRAEL GREATER MIAMINONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$554990 NE 171 STREET990 NE 171 STREETNORTH MIAMI BEACHFL33162
BEN PORAT YOSEF SCHOOL
BEN PORAT YOSEF SCHOOLNONE501(C)(3)FOR EDUCATIONAL GENERAL SUPPORT$180243 FRISCH COURT243 FRISCH COURTPARAMUSNJ07652
MATANAH B'SESSER OF SOUTH FLORIDA
MATANAH B'SESSER OF SOUTH FLORIDANONE501(C)(3)FOR CHARITBALE GENERAL SUPPORT$10,0001340 NE 171ST1340 NE 171STNORTH MIAMI BEACHFL33162
CHABAD KIDDIE CAMP OF TEANECK
CHABAD KIDDIE CAMP OF TEANECKNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$500513 KENWOOD PLACE513 KENWOOD PLACETEANECKNJ07666
CHESED SHEL EMES INC
CHESED SHEL EMES INCNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$5001224 52ND STREET1224 52ND STREETBROOKLYNNY11219
FEED ISRAEL
FEED ISRAELNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$365229 NEW UTRECHT AVE 4005229 NEW UTRECHT AVE 400BROOKLYNNY11219
GIRLS TOWN BEIT CHANA SAFED ISRAEL
GIRLS TOWN BEIT CHANA SAFED ISRAELNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$500706 EASTERN PKWY STE 1G706 EASTERN PKWY STE 1GBROOKLYNNY11213
GIRLS TOWN OR CHADASH
GIRLS TOWN OR CHADASHNONE501(C)93)FOR CHARITABLE GENERAL SUPPORT$1804101 PINE TREE DR SUITE D4101 PINE TREE DR SUITE DMIAMI BEACHFL33140
GOOD PEOPLE FUND BEIT
GOOD PEOPLE FUND BEITNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$54384 WYOMING AVENUE384 WYOMING AVENUEMILLBURNNJ07041
JACKSON MEMORIAL HOSPITAL
JACKSON MEMORIAL HOSPITALNONE501(C)(3)FOR MEDICAL GENERAL SUPPORT$10,0001611 NW 12TH AVE1611 NW 12TH AVEMIAMIFL33136
ZAKA ISRAEL
ZAKA ISRAELNONE501(C)(3)FOR CHARITABLE GENERAL SUPPORT$545014 16TH AVE STE 1525014 16TH AVE STE 152BROOKLYNNY11204
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year686623TotGrantOrContriPaidDuringYear

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,031ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$273,546ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$54,888ExclusionAmount

Other Revenue Described OtherRevenueDescribed (16 entries)

DescriptionDescriptionExclusion CodeExclusionCodeExclusionExclusionAmount
MSSB REAL ESTATE GAAP<>TAX14$14,541
MS CREDIT PARTNERS OFFSHORE14$27,066
POWERSHARES DB G10 CURRENCY14$419
POWERSHARES DB ENERGY FUND14-$5
POWERSHARES DB COMMODITY IN14-$223
POWERSHARES DB PRECIOUS MET14$185
POWERSHARES DB OIL FUND14-$1,298
GREENHAVEN CONTINUOUS COMM14-$175
MSSB REAL ESTATE DEBT TAXAB14$17,881
MS CREDIT PARTNERS OFFSHORE14$1,236
(LESS) INTEREST INCOME14-$11
(LESS) DIVIDEND INCOME14-$22,752
PLUS SHORT-TERM CAPITAL LOS14$2
(LESS) LONG-TERM CAPITAL GA14-$1,215
PLUS NET SECTION 1256 LOSS14$943
PLUS PORTFOLIO DEDUCTIONS14$5,013

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Exclusion$271,296ExclusionAmount
FieldValueIRS element (for citing)
Total Part XVIA271296TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EOfalseTrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EOfalseTrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssets
Purchase Assets Noncharitable EOfalsePurchaseAssetsNoncharitableEO
Rental Of Facilities EtcfalseRentalOfFacilitiesEtc
Reimbursement ArrangementsfalseReimbursementArrangements
Loans Or Loan GuaranteesfalseLoansOrLoanGuarantees
Performance Of Services EtcfalsePerformanceOfServicesEtc
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtc
Relationships Noncharitable E OsfalseRelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTING & TAX PREPARATION FEECategory
Amount$24,115Amount
Net Investment Income24115NetInvestmentIncome

Compensation Explanation CompensationExplanation

Compensation Compensation (2 entries)

BARRY HAHN
HELEN HELFMAN

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBondEOY Book ValueEOYBookValueEOYFMVEOYFMV
CFI COMMODITY LINKED NOTES466236190840
JPMORGAN CHASE CURRENCY BASKET NOTES
MORGAN STANLEY COMMODITY BASKET NOTE200000412185

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (3 entries)

Name Of StockNameOfStockEOY Book ValueEOYBookValueEOYFMVEOYFMV
CLOSED END FUNDS
COMMON STOCKS & OPTIONS869346823228
MUTUAL FUNDS86932699033901

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
REAL ESTATE FUNDSAT COST276292319556
HEDGE FUNDSAT COST435245278755
PRIVATE EQUITY FUNDSAT COST13842371549980

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets

FieldValueIRS element (for citing)
DescriptionREPORTABLE INCOME ACCRUEDDescription
BOY Book Value12379BOYBookValue
EOY Book Value5501EOYBookValue
EOYFMV5501EOYFMV

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (16 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncome
MSSB REAL ESTATE GAAP<>TAX14541
MS CREDIT PARTNERS OFFSHORE2706627066
POWERSHARES DB G10 CURRENCY419
POWERSHARES DB ENERGY FUND-5
POWERSHARES DB COMMODITY INDX-223
POWERSHARES DB PRECIOUS METAL185
POWERSHARES DB OIL FUND-1298
GREENHAVEN CONTINUOUS COMM-175
MSSB REAL ESTATE DEBT TAXABLE17881
MS CREDIT PARTNERS OFFSHORE1236
(LESS) INTEREST INCOME-11
(LESS) DIVIDEND INCOME-22752
PLUS SHORT-TERM CAPITAL LOSS2
(LESS) LONG-TERM CAPITAL GAIN-1215
PLUS NET SECTION 1256 LOSS943
PLUS PORTFOLIO DEDUCTIONS5013

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees (3 entries)

CategoryCategoryAmountAmountDisbursements Charitable PrpsDisbursementsCharitablePrpsNet Investment IncomeNetInvestmentIncome
GRANT ADVISOR FEE$12,50012500
INVESTMENT ADVISORY FEES$12,50412504
PARTNERSHIP PORTFOLIO DEDUCTIONS$5,0135013

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncome
FEDERAL EXCISE TAX PAYMENTS$3,600
FOREIGN TAX WITHHELD$997997