STRATEGY STUDIO / PUBLIC DATA EXPLORER

HELLER FAMILY FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
HELLER FAMILY FOUNDATION (EIN 20-2055940)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201231369349101213
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2012-05-15T10:26:02-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN112999103EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BARRY SCHECHTER CPABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE PENN PLAZA SUITE 5440AddressLine1
CityNEW YORKCity
StateNYState
ZIP Code10119ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN202055940EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1HELLER FAMILY FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlHELLNameControl
Phone7188510218Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11437 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMOISHE HELLERName
TitleTRUSTEETitle
Phone7188510218Phone
Date Signed2012-05-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameBARRY SCHECHTER CPAName
PTINP00010696PTIN
Phone2129475880Phone
Date Prepared2012-05-10DatePrepared
Self EmployedXSelfEmployed
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY208321FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss50000ContriReceivedRevAndExpnss
Interest On Savings Rev And Expnss122InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm122InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss11189DividendsRevAndExpnss
Dividends Net Invst Incm11189DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss-31103NetGainSaleAssetsRevAndExpnss
Gross Sales Price305527GrossSalesPrice
Capital Gain Net Incm Net Invst Incm0CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses30208TotalRevenueAndExpenses
Total Net Investment Income11311TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss1870AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm600AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss1675TaxesRevAndExpnss
Taxes Net Invst Incm675TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss8567OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm0OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss12112TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm1275TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss354210ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps354210ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss366322TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm1275TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps354210TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses-336114ExcessOfRevenueOverExpenses
Net Investment Income10036NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Investments Corp Stock BOY72394InvestmentsCorpStockBOY
Investments Corp Stock EOY72523InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV431InvestmentsCorpStockEOYFMV
Investments Other BOY614370InvestmentsOtherBOY
Investments Other EOY278127InvestmentsOtherEOY
Investments Other EOYFMV207890InvestmentsOtherEOYFMV
Total Assets BOY686764TotalAssetsBOY
Total Assets EOY350650TotalAssetsEOY
Total Assets EOYFMV208321TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Follow SFAS117XOrgThatFollowSFAS117
Unrestricted BOY686764UnrestrictedBOY
Unrestricted EOY350650UnrestrictedEOY
Total Net Assets BOY686764TotalNetAssetsBOY
Total Net Assets EOY350650TotalNetAssetsEOY
Total Liabilities Net Assets BOY686764TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY350650TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY686764TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses-336114ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal350650Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY350650TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)

Description Of AssetDescriptionOfAssetHow AcquiredHowAcquiredDate AcquiredDateAcquiredDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLosses
AIG - CASH IN LIEUP2011-01-202011-01-199900
WELLS FARGOP2010-10-012011-12-31305518336621-31103-31103
FieldValueIRS element (for citing)
Capital Gain Net Income-31103CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1630097QualifyingDistributionsYear1
Noncharitable Assets Year1667403NoncharitableAssetsYear1
Distribution Ratio Year10.944103DistributionRatioYear1
Qualifying Distributions Year2138225QualifyingDistributionsYear2
Noncharitable Assets Year2742907NoncharitableAssetsYear2
Distribution Ratio Year20.186060DistributionRatioYear2
Qualifying Distributions Year3140773QualifyingDistributionsYear3
Noncharitable Assets Year351881NoncharitableAssetsYear3
Distribution Ratio Year32.713383DistributionRatioYear3
Qualifying Distributions Year4234778QualifyingDistributionsYear4
Noncharitable Assets Year41134431NoncharitableAssetsYear4
Distribution Ratio Year40.206957DistributionRatioYear4
Qualifying Distributions Year554302QualifyingDistributionsYear5
Noncharitable Assets Year5912342NoncharitableAssetsYear5
Distribution Ratio Year50.059519DistributionRatioYear5
Total Distribution Ratio4.110022TotalDistributionRatio
Average Distribution Ratio0.822004AverageDistributionRatio
Net Noncharitable Assets298709NetNoncharitableAssets
Adjusted Noncharitable Assets245540AdjustedNoncharitableAssets
One Percent Net Investment Income100OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One245640AdjNonchrtblAssetsAndOnePct
Qualifying Distributions354210QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eXDomesticOrgMeetingSect4940e
Investment Income Excise Tax100InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal100Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income100TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment1073EstTaxPaymentsAndOverpayment
Total Credits And Payments1073TotalCreditsAndPayments
Overpayment973Overpayment
Amount Credited To Next Year973AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e0RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithNYStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameMOISHE HELLERBooksInCareOfPersonName
Books In Care Of Phone Number7188510218BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line11437 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code112195017ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

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
MOISHE HELLER
1437 59TH STREETBROOKLYNNY112195017TRUSTEE5.00000
SARAH HELLER
1437 59TH STREETBROOKLYNNY112195017TRUSTEE5.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities303258AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances0AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets303258TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets303258AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable4549CashDeemedCharitable
Net Noncharitable Assets298709NetNoncharitableAssets
Minimum Investment Return14935MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return14935MinimumInvestmentReturn
Tax Based On Investment Income100TaxBasedOnInvestmentIncome
Total Tax100TotalTax
Distributable Amount Before Adj14835DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded14835DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted14835DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions354210ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions354210QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm100OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions354110AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted14835DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year59161ExcessDistriCarryoverYear5
Excess Distri Carryover Year4180440ExcessDistriCarryoverYear4
Excess Distri Carryover Year3139113ExcessDistriCarryoverYear3
Excess Distri Carryover Year2101891ExcessDistriCarryoverYear2
Excess Distri Carryover Year1597065ExcessDistriCarryoverYear1
Total Excess Distri Carryover1027670TotalExcessDistriCarryover
Qualifying Distributions354210QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year14835AppliedToCurrentYear
Remaining Distri From Corpus339375RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus1367045TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year59161ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year1357884ExcessDistriCyovToNextYear
Excess From Year4180440ExcessFromYear4
Excess From Year3139113ExcessFromYear3
Excess From Year2101891ExcessFromYear2
Excess From Year1597065ExcessFromYear1
Excess From Current Year339375ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Only Contributes To PreselectedXOnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (50 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
AHAVAS CHESED KEDOSHAI MUMBAI
1359 47TH STEEETBROOKLYNNY11219NONEPUBLICCHARITABLE$360
AMIDEI ZION
1577 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$50,000
BELZ INSTITUTIONS IN ISRAEL
4303 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$3,250
BETH MEORASH RACHMAI HAV
100 HEWES STREETBROOKLYNNY11211NONEPUBLICCHARITABLE$20,000
BNOS ZION OF BOBOV
5000 14TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$67,000
BOBOVER YESHIVA BNEI ZION
4210 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$1,230
BONEI OLAM
1755 46TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$360
CAMP ZICHRON ZVI DOVID INC
1569 45TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$3,000
CATSKILL HATZOLAH
1340 EAST 9TH STREETBROOKLYNNY11230NONEPUBLICCHARITABLE$500
CONG ADAS VIEN
33 UNION RDSPRING VALLEYNY10977NONEPUBLICCHARITABLE$4,000
CONG CHESED BELZ
4814 16TH AVEBROOKLYNNY11204NONEPUBLICCHARITABLE$117,000
CONG ICHUD AVREICHUM
5314 16TH AVENUEBROOKLYNNY11204NONEPUBLICCHARITABLE$1,600
CONG KHAL SHAAREI ZION OF BOBOV
4517 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$100
CONG NACHLAS MOSHE
PO BOX 38SPRING VALLEYNY10977NONEPUBLICCHARITABLE$100
CONG ZICHRON CLAIM
1533 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$100
CONGREGATION NOAM ELIMELECH
1402 59TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$650
EZRAS CHASANIM
PO BOX 195MONSEYNY11952NONEPUBLICCHARITABLE$180
GEMACH ZICHRON SHMIEL ZANVEL
1262 46TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$18,000
HABEN YAKIR LI
1629 46TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$200
HATZOLAH
747 BEDFORD AVENUEBROOKLYNNY11210NONEPUBLICCHARITABLE$1,200
ISH AL DIGLOI
169 HEWES STREETBROOKLYNNY11211NONEPUBLICCHARITABLE$360
KEREN BNEI SHLOMO
535 KENT AVEBROOKLYNNY11211NONEPUBLICCHARITABLE$180
KEREN HACHESED OF MONSEY
12 BLAUVELT RDMONSEYNY10952NONEPUBLICCHARITABLE$900
KHAL AHAVAS SHULEM
3508 HUDSON AVEUNION CITYNJ07087NONEPUBLICCHARITABLE$180
KHAL TORAH CHAIM VIZNITZ
5225 NEW UTRECT AVEBROOKLYNNY11219NONEPUBLICCHARITABLE$860
KHAL TORATH CHAIM INC
PO BOX 195MONSEYNY10952NONEPUBLICCHARITABLE$100
KOLLEL EMES V'EMUNAH VIZNITZ
PO BOX 609MONSEYNY10952NONEPUBLICCHARITABLE$180
KOLLEL RACHMISTRIVKA MONSEY
9 WARREN CTMONSEYNY10952NONEPUBLICCHARITABLE$180
LADIES AUXILARY OF BOBOVER YESHIVA BNEI ZION
4210 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$500
MESIVTA SANZ
3400 NEW YORK AVEUNION CITYNJ07087NONEPUBLICCHARITABLE$950
MESIVTA YOCHANAN SHRAGA
PO 191002MONSEYNY10952NONEPUBLICCHARITABLE$180
MISASKIM
5805 16TH AVENUEBROOKLYNNY11204NONEPUBLICCHARITABLE$100
MOSDOS SKOLYA
1335 48TH STREETBROOKLYNNY11219NONEPUBLICCHARITABLE$180
MOSDOS YETEV LEV
84 BROADWAYBROOKLYNNY11211NONEPUBLICCHARITABLE$180
NESHEI BOBOV
4803 15TH AVENUEBROOKLYNNY11219NONEPUBLICCHARITABLE$180
RCCS
762 BEDFORD AVENUEBROOKLYNNY11205NONEPUBLICCHARITABLE$180
VIZNITZ INSTITUTIONS
PO BOX 406KIAMESHA LAKENY12751NONEPUBLICCHARITABLE$180
YAD EPHRAIM
5017 10TH AVEBROOKLYNNY11219NONEPUBLICCHARITABLE$180
YAD YEHUDAH
1451 52ND STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$20,000
YESHIVA BETH HATALMUD
2127 82ND STREETBROOKLYNNY11214NONEPUBLICCHARITABLE$25,100
YESHIVA BONIM LAMOKOM
1080 MCDONALD AVEBROOKLYNNY11230NONEPUBLICCHARITABLE$50
YESHIVA CHASAN SOFER
1876 50TH STREETBROOKLYNNY11204NONEPUBLICCHARITABLE$100
YESHIVA GEDOLAH OF BAYONNE
735 AVENUE CBAYONNENJ07002NONEPUBLICCHARITABLE$320
YESHIVA IMREI CHAIM VIZNI
1303 53RD STBROOKLYNNY11204NONEPUBLICCHARITABLE$4,100
YESHIVA SHAAR EPHRAIM
5 ACER COURT POB 253MONSEYNY10952NONEPUBLICCHARITABLE$200
YESHIVA SHAR HATALMUD
1004 MADISON AVENUE 204LAKEWOODNJ08701NONEPUBLICCHARITABLE$180
YESHIVATH VIZNITZ
PO BOX 446MONSEYNY10952NONEPUBLICCHARITABLE$600
ZICHRON MENACHEM
8 ELYON ROADMONSEYNY10952NONEPUBLICCHARITABLE$8,700
ZICHRON MENASHE CHIYAM
11 ASHELL LANEMONSEYNY10952NONEPUBLICCHARITABLE$100
ZICHRON NAFTULA HERZKA
PO 191002BROOKLYNNY11219NONEPUBLICCHARITABLE$180
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year354210TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$122ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$11,189ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code18ExclusionCode
Exclusion-$31,103ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion-$19,792ExclusionAmount
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA-19792TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualLEIBEL RUBINContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions50000AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategorySCHECHTER & CO.Category
Amount$1,870Amount
Net Investment Income600NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

FieldValueIRS element (for citing)
Name Of StockWELLS FARGO - SECURITIESNameOfStock
EOY Book Value72523EOYBookValue
EOYFMV431EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO - MUTUAL FUNDSCategoryOrItem
Listed At Cost Or FMVAT COSTListedAtCostOrFMV
Book Value278127BookValue
EOYFMV207890EOYFMV

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionINVESTMENT FEESDescription
Revenue And Expenses Per Books8567RevenueAndExpensesPerBooks
Net Investment Income0NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameLEIBEL RUBINPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line11441 59TH STREETAddressLine1
CityBROOKLYNCity
StateNYState
ZIP Code11219ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (2 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES$6756750
FEDERAL EXCISE TAX$1,00000