HAHN FAMILY FOUNDATION INC: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HAHN FAMILY FOUNDATION INC (EIN 65-0757808)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201213119349100416
- Schema version
- 2011v1.2
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T14:24:06-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEVENSON KATZIN & BALLOTTA PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH CT STE 140 | AddressLine1 |
| City | PLANTATION | City |
| State | FL | State |
| ZIP Code | 33324 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650757808 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAHN FAMILY FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HAHN | NameControl |
| Phone | 3056529306 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1 |
| City | TEANECK | City |
| State | NJ | State |
| ZIP Code | 07666 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY J HAHN | Name |
| Title | DIRECTOR | Title |
| Phone | 3056529306 | Phone |
| Date Signed | 2012-11-07 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ALFRED J KATZIN CPA | Name |
| Phone | 9549617940 | Phone |
| Date Prepared | 2012-11-06 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 12353990 | FMVAssetsEOY |
| Method Of Accounting Other | X | MethodOfAccountingOther |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 193 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 193 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 310622 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 310622 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 211284 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 5833247 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 211284 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -4078 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -23 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 518021 | TotalRevenueAndExpenses |
| Total Net Investment Income | 522076 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 15415 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 15415 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 25909 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15909 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 10000 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 373 | InterestRevAndExpnss |
| Interest Net Invst Incm | 373 | InterestNetInvstIncm |
| Taxes Rev And Expnss | 13544 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 3265 | TaxesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 55241 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34962 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 10000 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 619652 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 619652 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 674893 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34962 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 629652 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -156872 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 487114 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 183938 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 153994 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 153994 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Rcvbl BOY | 50000 | OtherNotesAndLoansRcvblBOY |
| Investments Corp Stock BOY | 10611679 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 9246193 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 9127216 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 325000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 785000 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 681789 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 1852941 | InvestmentsOtherBOY |
| Investments Other EOY | 2679399 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 2378612 | InvestmentsOtherEOYFMV |
| Other Assets BOY | 10279 | OtherAssetsBOY |
| Other Assets EOY | 12379 | OtherAssetsEOY |
| Other Assets EOYFMV | 12379 | OtherAssetsEOYFMV |
| Total Assets BOY | 13033837 | TotalAssetsBOY |
| Total Assets EOY | 12876965 | TotalAssetsEOY |
| Total Assets EOYFMV | 12353990 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 13033837 | UnrestrictedBOY |
| Unrestricted EOY | 12876965 | UnrestrictedEOY |
| Total Net Assets BOY | 13033837 | TotalNetAssetsBOY |
| Total Net Assets EOY | 12876965 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 13033837 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 12876965 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 13033837 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -156872 | ExcessOfRevenueOverExpenses |
| Subtotal | 12876965 | Subtotal |
| Total Net Assets Fund Balances EOY | 12876965 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (13 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 |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED 34743 MORGANSTANLEY | P | 2011-01-03 | 2011-12-30 | 710361 | 721904 | -11543 | -11543 |
| SEE ATTACHED 34743 MORGANSTANLEY | P | 2010-01-03 | 2011-12-30 | 4338878 | 4174151 | 164727 | 164727 |
| 60+ SHS FAIRHOLME FUNDS | P | 2011-01-03 | 2011-12-19 | 1413 | 1449 | -36 | -36 |
| 1,469+ SHS FAIRHOLME FUNDS | P | 2010-12-10 | 2011-12-27 | 34555 | 52781 | -18226 | -18226 |
| 6,062+ SHS GABELLI INV FUNDS | P | 2009-11-25 | 2011-08-23 | 60000 | 59042 | 958 | 958 |
| SEE ATTACHED 1569A MORGANSTANLEY | P | 2011-01-03 | 2011-12-30 | 610344 | 598247 | 12097 | 12097 |
| PTE 1569A ST BASIS ADJUSTMENTS | P | 2011-01-03 | 2011-12-30 | 101 | -101 | -101 | |
| SEE ATTACHED 1569A MORGANSTANLEY | P | 2010-01-03 | 2011-12-30 | 14509 | 13021 | 1488 | 1488 |
| SECURITY LITIGATION SETTLEMENTS | P | 2010-01-03 | 2011-12-30 | 153 | 153 | 153 | |
| PARTNERSHIP SHORT TERM | P | 2011-01-03 | 2011-12-30 | 64 | -64 | -64 | |
| PARTNERSHIP LONG TERM | P | 2010-01-03 | 2011-12-30 | 27 | 27 | 27 | |
| 40% PTE SECTION 1256 | P | 2011-01-03 | 2011-12-30 | 481 | -481 | -481 | |
| 90% PTE SECTION 1256 | P | 2010-01-03 | 2011-12-30 | 722 | -722 | -722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 211284 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -128 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 621203 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12899706 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.048156 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 615230 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 12258799 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.050187 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 525288 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 14642336 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.035875 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 730315 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 15595562 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.046828 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 341038 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 8629298 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.039521 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.220567 | TotalDistributionRatio |
| Average Distribution Ratio | 0.044113 | AverageDistributionRatio |
| Net Noncharitable Assets | 13099249 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 577847 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 4871 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 582718 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 629652 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 4871 | InvestmentIncomeExciseTax |
| Subtotal | 4871 | Subtotal |
| Tax Based On Investment Income | 4871 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 6200 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 6200 | TotalCreditsAndPayments |
| Overpayment | 1329 | Overpayment |
| Amount Credited To Next Year | 1329 | AmountCreditedToNextYear |
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 |
| States Filed With | FL | StatesFiledWith |
| 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 | ALFRED J KATZIN CPA | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 9549617940 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7901 SW 6TH COURT SUITE 140 | AddressLine1 |
| City | PLANTATION | City |
| State | FL | State |
| ZIP Code | 333243248 | ZIPCode |
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 |
|---|---|---|---|---|---|---|---|---|
| BARRY HAHN | ||||||||
| 1313 HASTINGS STREET | TEANECK | NJ | 07666 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| HELEN HELFMAN | ||||||||
| 1859 E 9TH STREET | BROOKLYN | NY | 11223 | DIRECTOR | 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 | 13108090 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 184015 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 6625 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 13298730 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 13298730 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 199481 | CashDeemedCharitable |
| Net Noncharitable Assets | 13099249 | NetNoncharitableAssets |
| Minimum Investment Return | 654962 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 654962 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4871 | TaxBasedOnInvestmentIncome |
| Total Tax | 4871 | TotalTax |
| Distributable Amount Before Adj | 650091 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 650091 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 650091 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 629652 | ExpensesAndContributions |
| Qualifying Distributions | 629652 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 4871 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 624781 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 650091 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 31255 | UndistributedIncomePriorYear |
| Qualifying Distributions | 629652 | QualifyingDistributions |
| Applied To Year1 | 31255 | AppliedToYear1 |
| Applied To Current Year | 598397 | AppliedToCurrentYear |
| Undistributed Income CY | 51694 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | BARRY J HAHN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1313 HASTINGS STREET | AddressLine1 |
| City | TEANECK | City |
| State | NJ | State |
| ZIP Code | 07666 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3056529306 | RecipientPhoneNumber |
| Form And Info And Materials | EMAIL TO HAHNFAMILYFOUNDATION@YAHOO.COM | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | QUALIFIED SECTION 501(C)(3) ORGANIZATIONS ONLY | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (70 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF EDISON | ||||||||||||||
| AGUDATH ISRAEL OF EDISON | 1131 RARITAN AVE | 1131 RARITAN AVE | HIGHLAND PARK | NJ | 08904 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $500 | |||||
| AISH HATORAH | ||||||||||||||
| AISH HATORAH | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $20,000 | ONE WESTERN WALL PLAZA | ONE WESTERN WALL PLAZA | JERUSALEM | ISRAEL | IS | |||||
| AMERICAN COMMITTEE FOR SHAARE | ||||||||||||||
| AMERICAN COMMITTEE FOR SHAARE | 45 WEST 45 STREET | 45 WEST 45 STREET | NEW YORK | NY | 10036 | NONE | 501(C) (3) | FOR MEDICAL RESEARCH | $50,000 | |||||
| AMERICAN FRIENDS OF BAR-ILAN UNIVER | ||||||||||||||
| AMERICAN FRIENDS OF BAR-ILAN UNIVERSITY | 4600 SHERIDAN STREET 20 | 4600 SHERIDAN STREET 20 | HOLLYWOOD | FL | 33020 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $25,000 | |||||
| AMERICAN FRIENDS OF THE MARCH OF TH | ||||||||||||||
| AMERICAN FRIENDS OF THE MARCH OF THE LIVING | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,000 | |||||
| AMERICAN FRIENDS OF MEIR PANIM | ||||||||||||||
| AMERICAN FRIENDS OF MEIR PANIM | 5316 NEW UTRECHT AVE | 5316 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $18 | |||||
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||||||||
| AMERICAN FRIENDS OF MIGDAL OHR | 1560 BROADWAY SUITE 807 | 1560 BROADWAY SUITE 807 | NEW YORK | NY | 10036 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $50 | |||||
| AMERICAN FRIENDS YEDIDIM | ||||||||||||||
| AMERICAN FRIENDS YEDIDIM | 16133 VENTURA BLVD STE 95 | 16133 VETURA BLVD STE 95 | ENCINO | CA | 91436 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,000 | |||||
| AMIT | ||||||||||||||
| AMIT | 817 BROADWAY | 817 BROADWAY | NEW YORK | NY | 10003 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,800 | |||||
| BAIS MEDRASH OF SOUTH FLORIDA | ||||||||||||||
| BAIS MEDRASH OF SOUTH FLORIDA | 18731 S DIXIE HWY | 18731 S DIXIE HWY | MIAMI | FL | 33157 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $2,000 | |||||
| BETH JACOB HIGH SCHOOL | ||||||||||||||
| BETH JACOB HIGH SCHOOL | 1110 NE 163RD STREET 20 | 1110 NE 163RD STREET 20 | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $10,020 | |||||
| AMERICAN FRIENDS OF BEIT ISSIE SHAP | ||||||||||||||
| AMERICAN FRIENDS OF BEIT ISSIE SHAPIRO | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | NORTH MIAMI BEACH | FL | 33180 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $5,000 | |||||
| BONEI OLAM INC | ||||||||||||||
| BONEI OLAM INC | 1755 46TH STREET | 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $20,420 | |||||
| CENTRAL FUND OF ISRAEL | ||||||||||||||
| CENTRAL FUND OF ISRAEL | 980 AVENUE OF AMERICA 3RD | 980 AVENUE OF AMERICA 3RD | NEW YORK | NY | 10018 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $180 | |||||
| CENTRAL ISRAEL FUND | ||||||||||||||
| CENTRAL ISRAEL FUND | 980 AVENUE OF AMERICA 3RD | 980 AVENUE OF AMERICA 3RD | NEW YORK | NY | 10018 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $5,000 | |||||
| CHAI LIFELINE | ||||||||||||||
| CHAI LIFELINE | 151 WEST 30TH STREET | 151 WEST 30TH STREET | NEW YORK | NY | 10001 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $18,180 | |||||
| CHMOL | ||||||||||||||
| CHMOL | 5225 NEW UTRECHT AVE | 5225 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $36 | |||||
| CHOFETZ CHAIM HERITAGE FOUNDATION | ||||||||||||||
| CHOFETZ CHAIM HERITAGE FOUNDATION | 361 SPOOK ROCK ROAD | 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,800 | |||||
| COLLEGIATE LEARNING EXCHANGE | ||||||||||||||
| COLLEGIATE LEARNING EXCHANGE | 4900 PINE TREE DRIVE | 4900 PINE TREE DRIVE | MIAMI BEACH | FL | 33140 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $12,000 | |||||
| CONGREGATION BNAI YESHURA | ||||||||||||||
| CONGREGATION BNAI YESHURA | 641 W ENGLEWOOD AVE | 641 W ENGLEWOOD AVE | TEANECK | NJ | 07666 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $10,665 | |||||
| CONGREGATION SHAARAY TEFILAH | ||||||||||||||
| CONGREGATION SHAARAY TEFILAH | 971 NE 172 STREET | 971 NE 172 STREET | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $175,275 | |||||
| FIRSTGIVINGCOM-CC | ||||||||||||||
| FIRSTGIVINGCOM-CC | 34 FARNSWORTH STREET 3RD | 34 FARNSWORTH STREET 3RD | BOSTON | MA | 02210 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $36 | |||||
| FRIENDS OF LUBAVITCH LANDOW | ||||||||||||||
| FRIENDS OF LUBAVITCH LANDOW | 513 KENWOOD PLACE | 513 KENWOOD PLACE | TEANECK | NJ | 07666 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $180 | |||||
| FRIENDS OF LUBAVITCH OF FLORIDA | ||||||||||||||
| FRIENDS OF LUBAVITCH OF FLORIDA | 5401 COLLINS AVE | 5401 COLLINS AVE | MIAMI | FL | 33140 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $2,552 | |||||
| GREATER MIAMI JEWISH FOUNDATION | ||||||||||||||
| GREATER MIAMI JEWISH FOUNDATION | 4200 BISCAYNE BLVD | 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,800 | |||||
| HACHNOSSOS KALLAH OF MIAMI | ||||||||||||||
| HACHNOSSOS KALLAH OF MIAMI | 1400 LENOX AVE | 1400 LENOX AVE | MIAMI | FL | 33139 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $100 | |||||
| HAPPYPURIMCOM | ||||||||||||||
| HAPPYPURIMCOM | 1117 CAMBRIDGE ROAD | 1117 CAMBRIDGE ROAD | TEANECK | NJ | 07666 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $360 | |||||
| HASBARAH FUND | ||||||||||||||
| HASBARAH FUND | 520 8TH AVENUE SUITE 2004 | 520 8TH AVENUE SUITE 2004 | NEW YORK | NY | 10018 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $25,000 | |||||
| HASC | ||||||||||||||
| HASC | 5902 12TH AVENUE | 5902 12TH AVENUE | BROOKLYN | NY | 11219 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $180 | |||||
| HELPING HANDS FOOD KO-OP | ||||||||||||||
| HELPING HANDS FOOD KO-OP | 4000 ALTON ROAD | 4000 ALTON ROAD | MIAMI BEACH | FL | 33140 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,800 | |||||
| HERITAGE HOUSE | ||||||||||||||
| HERITAGE HOUSE | 601 MUSEUM COURT | 601 MUSEUM COURT | BROOKSVILLE | FL | 33460 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $750 | |||||
| HOLOCAUST DOCUMENTATION & EDUCATION | ||||||||||||||
| HOLOCAUST DOCUMENTATION & EDUCATION | 2031 HARRISON STREET | 2031 HARRISON STREET | HOLLYWOOD | FL | 33020 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $500 | |||||
| ISRAEL EXPERIENCE | ||||||||||||||
| ISRAEL EXPERIENCE | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | 3 HAASKAN STREET | 3 HAASKAN STREET | JERUSALEM | ISRAEL | IS | |||||
| JEWISH ADOPTION & FOSTER CARE OPTIO | ||||||||||||||
| JEWISH ADOPTION & FOSTER CARE OPTIONS | 4200 N UNIVERSITY DRIVE | 4200 N UNIVERSITY DRIVE | SUNRISE | FL | 33351 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $25,000 | |||||
| JEWISH COMMUNITY CENTER | ||||||||||||||
| JEWISH COMMUNITY CENTER | 5890 S PINE ISLAND DR | 5890 S PINE ISLAND DR | DAVIE | FL | 33328 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,800 | |||||
| JEWISH CENTER FOR SPECIAL | ||||||||||||||
| JEWISH CENTER FOR SPECIAL | 430 KENT AVE | 430 KENT AVE | BROOKLYN | NY | 11211 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $100 | |||||
| JEWISH EDUCATION CENTER OF SOUTH FL | ||||||||||||||
| JEWISH EDUCATION CENTER OF SOUTH FL | 3814 NW 5TH TERRACE | 3814 NW 5TH TERRACE | BOCA RATON | FL | 33431 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $10,000 | |||||
| JEWISH UPBRINGING MATTERS PROGRAM | ||||||||||||||
| JEWISH UPBRINING MATTERS PROGRAM | 2632 HOLLYWOOD BLVD 204 | 2632 HOLLYWOOD BLVD 204 | HOLLYWOOD | FL | 33020 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,000 | |||||
| JUVENILE DIABETES RESEARCH | ||||||||||||||
| JUVENILE DIABETES RESEARCH | 3411 POWERLINE ROAD 701 | 3411 POWERLINE ROAD 701 | FORT LAUDERDALE | FL | 33309 | NONE | 501(C) (3) | FOR MEDICAL RESEARCH | $500 | |||||
| KADIMA SCHOOL FOR SPECIAL | ||||||||||||||
| KADIMA SCHOOL FOR SPECIAL | 7011 SHOUP STREET | 7011 SHOUP STREET | WEST HILLS | CA | 91307 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $5,000 | |||||
| KAREN NER TOMID | ||||||||||||||
| KAREN NER TOMID | 1327 E 26TH STREET | 1327 E 26TH STREET | BROOKLYN | NY | 11210 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $180 | |||||
| KESHER LD INC | ||||||||||||||
| KESHER LD INC | 18900 NE 25TH AVENUE | 18900 NE 25TH AVENUE | MIAMI | FL | 33180 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,800 | |||||
| LANDOW YESHIVA | ||||||||||||||
| LANDOW YESHIVA | 1140 ALTON ROAD | 1140 ALTON ROAD | MIAMI BEACH | FL | 33139 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $180 | |||||
| MIKVEH JOVITA COJAB | ||||||||||||||
| MIKVEH JOVITA COJAB | 1054 NE 185TH STREET | 1054 NE 185TH STREET | MIAMI | FL | 33179 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $100 | |||||
| NATL CONF OF SYNAGOGUE YOUTH | ||||||||||||||
| NATL CONF OF SYNAGOGUE YOUTH | 1345 QUEEN ANNE ROAD | 1345 QUEEN ANNE ROAD | TEANECK | NJ | 07666 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $36,000 | |||||
| NER ISRAEL RABBINICAL COLLEGE | ||||||||||||||
| NER ISRAEL RABBINICAL COLLEGE | 400 MOUNT WILSON LANE | 400 MOUNT WILSON LANE | BALTIMORE | MD | 21208 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,000 | |||||
| NETWORK FOR GOOD | ||||||||||||||
| NETWORK FOR GOOD | 7920 NORFOLK AVE SUITE 52 | 7920 NORFOLK AVE SUITE 52 | BETHESDA | MD | 20814 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $76 | |||||
| NORTH MIAMI BEACH COMMUNITY KOLLEL | ||||||||||||||
| NORTH MIAMI BEACH COMMUNITY KOLLEL | 1100 NE 163RD STREET 40 | 1100 NE 163RD STREET 40 | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $2,800 | |||||
| ORTHODOX UNION | ||||||||||||||
| ORTHODOX UNION | 11 BROADWAY | 11 BROADWAY | NEW YORK | NY | 10004 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $90 | |||||
| PROJECT EXTREME NEEDS | ||||||||||||||
| PROJECT EXTREME NEEDS | 335 CENTRAL AVE | 335 CENTRAL AVE | LAWRENCE | NY | 11559 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $180 | |||||
| RABBINICAL SEMINARY OF AMERICA | ||||||||||||||
| RABBINICAL SEMINARY OF AMERICA | 76-01 147TH STREET | 76-01 147TH STREET | FLUSHING | NY | 11367 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $25,000 | |||||
| SHOR YOSHUV INSTITUTE | ||||||||||||||
| SHOR YOSHUV INSTITUTE | 1 CEDAR LAWN AVENUE | 1 CEDAR LAWN AVENUE | LAWRENCE | NY | 11559 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $2,600 | |||||
| SPECIAL OLYMPICS | ||||||||||||||
| SPECIAL OLYMPICS | 1915 DON WICKHAM DRIVE | 1915 DON WICKHAM DRIVE | CLERMONT | FL | 34711 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $150 | |||||
| THE GOOD PEOPLE FUND | ||||||||||||||
| THE GOOD PEOPLE FUND | 384 WYOMING AVENUE | 384 WYOMING AVENUE | MILBURN | NJ | 07041 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $86 | |||||
| THE HEBRON FUND | ||||||||||||||
| THE HEBRON FUND | 1760 OCEAN AVE | 1760 OCEAN AVE | BROOKLYN | NY | 11230 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $5,000 | |||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||||||
| THE LEUKEMIA & LYMPHOMA SOCIETY | 2 OAKWOOD BLVD SUITE 200 | 2 OAKWOOD BLVD SUITE 200 | HOLLYWOOD | FL | 33020 | NONE | 501(C) (3) | FOR MEDICAL RESEARCH | $5,000 | |||||
| TOMCHEI SHABBOS | ||||||||||||||
| TOMCHEI SHABBOS | 129-01 METROPLOITAN AVENU | 129-01 METROPLOITAN AVENU | KEW GARDENS | NY | 11415 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $360 | |||||
| TORA VYHDOT BIALE INSTITUTIONS | ||||||||||||||
| TORA VYHDOT BIALE INSTITUTIONS | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $4,978 | 34 JERUSALEM STREET | 34 JERUSALEM STREET | BNEI BRAK | ISRAEL | IS | |||||
| TORAH ACADEMY OF BOCA | ||||||||||||||
| TORAH ACADEMY OF BOCA | 447 NW SPANISH RIVER BLVD | 447 NW SPANISH RIVER BLVD | BOCA RATON | FL | 33431 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $180 | |||||
| TORAH ADVANCEMENT PROGRAM | ||||||||||||||
| TORAH ADVANCEMENT PROGRAM | 1041 NE 176 TERRACE | 1041 NE 176 TERRACE | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $6,000 | |||||
| TORAS CHESED | ||||||||||||||
| TORAS CHESED | 910 MONMOUTH AVE | 910 MONMOUTH AVE | LAKEWOOD | NJ | 08701 | NONE | 501(C) (3) | FOR RELIGIOUS GENERAL SUPPORT | $2,000 | |||||
| WEINBAUM YESHIVA HIGH SCHOOL | ||||||||||||||
| WEINBAUM YESHIVA HIGH SCHOOL | 7902 NONTOYA CIRCLE | 7902 NONTOYA CIRCLE | BOCA RATON | FL | 33433 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $250 | |||||
| YAVNEH ACADEMY | ||||||||||||||
| YAVNEH ACADEMY | 155 N FAIRVIEW AVENUE | 155 N FAIRVIEW AVENUE | PARAMUS | NJ | 07652 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $50,000 | |||||
| YESHIVA TORAS CHAIM | ||||||||||||||
| YESHIVA TORAS CHAIM | 1025 NE MIAMI GARDENS DR | 1025 NE MIAMI GARDENS DR | NORTH MIAMI BEACH | FL | 33179 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $800 | |||||
| YESHIVAS OHALEI YAAKOV | ||||||||||||||
| YESHIVAS OHALEI YAAKOV | PO BOX 900801 | PO BOX 900801 | FAR ROCKAWAY | NY | 11690 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $1,000 | |||||
| YESHIVAS TORAS MOSHE | ||||||||||||||
| YESHIVAS TORAS MOSHE | 1145 E 21ST STREET | 1145 E 21ST STREET | BROOKLYN | NY | 11210 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $10,000 | |||||
| YESHIVA NOAM | ||||||||||||||
| YESHIVA NOAM | 70 WEST CENTURY ROAD | 70 WEST CENTURY ROAD | PARAMUS | NJ | 07652 | NONE | 501(C) (3) | FOR EDUCATIONAL GENERAL SUPPORT | $20,150 | |||||
| YOUNG ISRAEL GREATER MIAMI | ||||||||||||||
| YOUNG ISRAEL GREATER MIAMI | 990 NE 171 STREET | 990 NE 171 STREET | NORTH MIAMI BEACH | FL | 33162 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $900 | |||||
| YOUNG ISRAEL PASSAIC | ||||||||||||||
| YOUNG ISRAEL PASSAIC | 200 BROOK AVENUE | 200 BROOK AVENUE | PASSAIC | NJ | 07055 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $90 | |||||
| ZEDAKA V' CHESED | ||||||||||||||
| ZEDAKA V' CHESED | 1406 56TH STREET | 1406 56TH STREET | BROOKLYN | NY | 11219 | NONE | 501(C) (3) | FOR CHARITABLE GENERAL SUPPORT | $1,100 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 619652 | 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 | $193 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $310,622 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $211,284 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (20 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| PARTNERSHIP GAAP <> TAX | 14 | -$4,055 |
| PARTNERSHIP ORDINARY LOSS | 14 | -$23 |
| POWERSHARES DB G10 CURRENCY | 14 | $33 |
| POWERSHARES DB US DOLLAR FD | 14 | -$37 |
| POWERSHARES DB GOLD FUND | 14 | |
| POWERSHARES DB SILVER FUND | 14 | -$8 |
| POWERSHARES DB ENERGY FUND | 14 | |
| POWERSHARES DB AGRICULTURE | 14 | $115 |
| POWERSHARES DB COMMODITY IN | 14 | -$105 |
| POWERSHARES DB PRECIOUS MET | 14 | -$1,363 |
| GREENHAVEN CONTINUOUS COMM | 14 | -$289 |
| UNITED STATES COMMODITY IND | 14 | $240 |
| MSSB REAL ESTATE DEBT | 14 | $6,398 |
| PLUS ORDINARY LOSS | 14 | $23 |
| (LESS) INTEREST INCOME | 14 | -$111 |
| (LESS) DIVIDEND INCOME | 14 | -$10,437 |
| PLUS SHORT-TERM CAPITAL LOS | 14 | $64 |
| (LESS) LONG-TERM CAPITAL GA | 14 | -$27 |
| PLUS NET SECTION 1256 LOSS | 14 | $1,203 |
| PLUS PORTFOLIO DEDUCTIONS | 14 | $4,301 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $518,021 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 518021 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING & TAX PREPARATION FEE | Category |
| Amount | $15,415 | Amount |
| Net Investment Income | 15415 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (2 entries)
| BARRY HAHN |
| HELEN HELFMAN |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (4 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| SEK 2 YEAR GOLD LINKED NOTE | ||
| CFI COMMODITY LINKED NOTES | 455000 | 405359 |
| JPMORGAN CHASE CURRENCY BASKET NOTES | 130000 | 114010 |
| MORGAN STANLEY COMMODITY BASKET NOTE | 200000 | 162420 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| COMMON STOCKS & OPTIONS | 211668 | 253655 |
| MUTUAL FUNDS | 8522217 | 8462509 |
| CLOSED END FUNDS | 512308 | 408306 |
| PENDING DIVIDEND REINVESTMENTS | 2746 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (3 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| REAL ESTATE FUNDS | AT COST | 733539 | 855561 |
| HEDGE FUNDS | AT COST | 1257004 | 851283 |
| PRIVATE EQUITY FUNDS | AT COST | 688856 | 671768 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REPORTABLE INCOME ACCRUED | Description |
| BOY Book Value | 10279 | BOYBookValue |
| EOY Book Value | 12379 | EOYBookValue |
| EOYFMV | 12379 | EOYFMV |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (18 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| PARTNERSHIP GAAP <> TAX | -4055 | |
| PARTNERSHIP ORDINARY LOSS | -23 | -23 |
| POWERSHARES DB G10 CURRENCY | 33 | |
| POWERSHARES DB US DOLLAR FD | -37 | |
| POWERSHARES DB SILVER FUND | -8 | |
| POWERSHARES DB AGRICULTURE FD | 115 | |
| POWERSHARES DB COMMODITY INDX | -105 | |
| POWERSHARES DB PRECIOUS METAL | -1363 | |
| GREENHAVEN CONTINUOUS COMM | -289 | |
| UNITED STATES COMMODITY INDEX | 240 | |
| MSSB REAL ESTATE DEBT | 6398 | |
| PLUS ORDINARY LOSS | 23 | |
| (LESS) INTEREST INCOME | -111 | |
| (LESS) DIVIDEND INCOME | -10437 | |
| PLUS SHORT-TERM CAPITAL LOSS | 64 | |
| (LESS) LONG-TERM CAPITAL GAIN | -27 | |
| PLUS NET SECTION 1256 LOSS | 1203 | |
| PLUS PORTFOLIO DEDUCTIONS | 4301 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YESHIVA TORAS CHAIM | BusinessNameLine1 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|
| GRANT ADVISOR FEE | $10,000 | 10000 | |
| INVESTMENT ADVISORY FEES | $11,608 | 11608 | |
| PARTNERSHIP PORTFOLIO DEDUCTIONS | $4,301 | 4301 |
Taxes Schedule TaxesSchedule
Taxes Taxes (4 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| FEDERAL EXCISE TAX PAYMENTS | $10,279 | |
| FILING FEES | $111 | 111 |
| FOREIGN TAX WITHHELD | $3,104 | 3104 |
| FOREIGN TRANSACTION FEE | $50 | 50 |