FREUND FAM FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- FREUND FAM FOUNDATION (EIN 20-0000450)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-15
- IRS object ID
- 201241369349101524
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-15T11:24:50-07:00 | 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 | WEISS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 22 WEST 38TH STREET | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100186269 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200000450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FREUND FAMILY FOUNDATION THE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FREU | NameControl |
| Phone | 2129623362 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MEIR FREUND | Name |
| Title | TRUSTEE | Title |
| Phone | 2129623362 | Phone |
| Date Signed | 2012-05-04 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ABRAHAM WEISS | Name |
| Phone | 2123023400 | Phone |
| Date Prepared | 2012-05-15 | 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 | 2437139 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 300000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 59201 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 59201 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 7957 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 7957 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 367158 | TotalRevenueAndExpenses |
| Total Net Investment Income | 67158 | TotalNetInvestmentIncome |
| Other Expenses Rev And Expnss | 7578 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 7578 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 7578 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 7578 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 7578 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7578 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 7578 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 7578 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 161990 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 161990 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 169568 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7578 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 7578 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 169568 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 197590 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 59580 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1284279 | CashBOY |
| Cash EOY | 679349 | CashEOY |
| Cash EOYFMV | 679349 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 245000 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 245000 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 245000 | SavingsAndTempCashInvstEOYFMV |
| Investments Govt Oblig EOY | 499911 | InvestmentsGovtObligEOY |
| Investments Govt Oblig EOYFMV | 499975 | InvestmentsGovtObligEOYFMV |
| Investments Corp Stock EOY | 249356 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 232096 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 200000 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 291989 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 265270 | InvestmentsCorpBondsEOYFMV |
| Investments Other BOY | 570000 | InvestmentsOtherBOY |
| Investments Other EOY | 521680 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 515449 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2299279 | TotalAssetsBOY |
| Total Assets EOY | 2487285 | TotalAssetsEOY |
| Total Assets EOYFMV | 2437139 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 2299279 | RetainedEarningsBOY |
| Retained Earnings EOY | 2487285 | RetainedEarningsEOY |
| Total Net Assets BOY | 2299279 | TotalNetAssetsBOY |
| Total Net Assets EOY | 2487285 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2299279 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 2487285 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2299279 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 197590 | ExcessOfRevenueOverExpenses |
| Subtotal | 2496869 | Subtotal |
| Other Decreases | 9584 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 2487285 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | DepreciationDepreciation | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | FMV As Of123169FMVAsOf123169 | Adjusted Basis As Of123169AdjustedBasisAsOf123169 | Excess Of FMV Over Adjusted BasisExcessOfFMVOverAdjustedBasis | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 270 SHARES BP PLC ADS | P | 2011-07-25 | 2011-11-29 | 11072 | 0 | 12522 | -1450 | 0 | 0 | 0 | -1450 |
| 577 SHARES EL PASO PIPELINE PARTNERS | P | 2011-06-02 | 2011-10-17 | 19543 | 0 | 19670 | -127 | 0 | 0 | 0 | -127 |
| 569 SHARES INTEL CORP | P | 2011-06-14 | 2011-12-12 | 13644 | 0 | 12413 | 1231 | 0 | 0 | 0 | 1231 |
| 335 SHARES MOLYCORP INC DEL COM | P | 2011-07-13 | 2011-11-18 | 9394 | 0 | 19505 | -10111 | 0 | 0 | 0 | -10111 |
| ISHARE SILVER TRUST | P | 2011-11-18 | 2011-11-30 | 4 | 0 | 0 | 4 | 0 | 0 | 0 | 4 |
| SPDR GOLD TRUST | P | 2011-10-06 | 2011-12-09 | 21 | 0 | 0 | 21 | 0 | 0 | 0 | 21 |
| VOC ENERGY TRUST | P | 2011-07-19 | 2011-08-15 | 641 | 0 | 0 | 641 | 0 | 0 | 0 | 641 |
| CAPITAL GAIN DISTRIBUTIONS | P | 2011-01-01 | 2011-12-31 | 207 | 0 | 0 | 207 | 0 | 0 | 0 | 207 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -9584 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | -9584 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions Year1 | 124286 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2149144 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.057830 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 85404 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1856202 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.046010 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73766 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1552441 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.047516 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 125153 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1307611 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.095711 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 105302 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1051682 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.100127 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.347194 | TotalDistributionRatio |
| Average Distribution Ratio | 0.069439 | AverageDistributionRatio |
| Net Noncharitable Assets | 2112713 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 146705 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 596 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 147301 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 169568 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 596 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 596 | Subtotal |
| Tax Based On Investment Income | 596 | TaxBasedOnInvestmentIncome |
| Tax Paid Original Return | 0 | TaxPaidOriginalReturn |
| Form2220 Attached | X | Form2220Attached |
| Penalty For Underpayment | 16 | PenaltyForUnderpayment |
| Tax Due | 612 | TaxDue |
| Amount Credited To Next Year | 0 | 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 | NY | 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 | MEIR AND BELLA FREUND | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 2129623362 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 122105113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| MEIR FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 11210 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| BELLA FREUND | ||||||||
| 1382 EAST 23RD STREET | BROOKLYN | NY | 11210 | TRUSTEE | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 567551 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1202335 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 375000 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 2144886 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 2144886 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 32173 | CashDeemedCharitable |
| Net Noncharitable Assets | 2112713 | NetNoncharitableAssets |
| Minimum Investment Return | 105636 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 105636 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 596 | TaxBasedOnInvestmentIncome |
| Total Tax | 596 | TotalTax |
| Distributable Amount Before Adj | 105040 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 105040 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 105040 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 169568 | ExpensesAndContributions |
| Qualifying Distributions | 169568 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 596 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 168972 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 105040 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 54033 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 61805 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year1 | 18210 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 134048 | TotalExcessDistriCarryover |
| Qualifying Distributions | 169568 | QualifyingDistributions |
| Applied To Current Year | 105040 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 64528 | RemainingDistriFromCorpus |
| Total Corpus | 198576 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 54033 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 144543 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 61805 | ExcessFromYear4 |
| Excess From Year1 | 18210 | ExcessFromYear1 |
| Excess From Current Year | 64528 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MEIR AND BELLA FREUND | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo (2 entries)
| Recipient NameRecipientName | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Phone NumberRecipientPhoneNumber | Form And Info And MaterialsFormAndInfoAndMaterials | Submission DeadlinesSubmissionDeadlines | Restrictions On AwardsRestrictionsOnAwards |
|---|---|---|---|---|---|---|---|---|
| MEIR AND BELLA FREUND | 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | 2129623362 | |||
| MEIR FREUND | 1382 EAST 23RD STREET | BROOKLYN | NY | 112105113 | 2123023400 | NO RESTRICTIONS | NONE | NONE |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (8 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| OHEL CHILDRENS HOME | ||||||
| 257 EAST BROADWAY | NEW YORK | NY | 10002 | N/A | CHARITABLE | $10,000 |
| CONGREGATION KHAL SASREGEN | ||||||
| 1253 EAST 24TH STREET | BROOKLYN | NY | 11210 | N/A | CHARITABLE | $19,695 |
| CAMP DORA GOLDING | ||||||
| 5515 NEW UTRECHT AVE | BROOKLYN | NY | 11219 | N/A | CHARITABLE | $2,700 |
| CONG MACHZIKEI HADAS | ||||||
| 1279 EAST 24TH STREET | BROOKLYN | NY | 11210 | N/A | CHARITABLE | $75,000 |
| BIRCHAS MORDECHAI | ||||||
| 82 SOUTH 8TH STREET | BROOKLYN | NY | 11211 | N/A | CHARITABLE | $5,100 |
| TAFKID INC | ||||||
| 1359 CONEY ISLAND AVENUE | BROOKLYN | NY | 11230 | N/A | CHARITABLE | $10,000 |
| YESHIVA ATERES YISROEL | ||||||
| 1447 EAST 14TH STREET | BROOKLYN | NY | 11230 | N/A | CHARITABLE | $12,000 |
| MISC ORGANIZED CHARITIES | ||||||
| VARIOUS | BROOKLYN | NY | 11219 | N/A | CHARITABLE | $27,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 161990 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Program Service Revenue Part VII ProgramServiceRevenuePartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | N/A | Description |
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $59,201 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,957 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$9,584 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $57,574 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 57574 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MEIR AND BELLA FREUND | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 EAST 23RD STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112105113 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 300000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (7 entries)
| Name Of BondNameOfBond | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| MORGAN STANLEY CAP TR VI | 100000 | 86840 |
| 15NC1Y STEP UP CALLABLE | 100000 | 91568 |
| NEW YORK NY GENL OBLIGATION | 5000 | 5287 |
| GENERAL MOTOR ACCEPT | 19733 | 17504 |
| BAC CAPITAL TRUST II | 22245 | 18675 |
| JPMORGAN CHASE CAPITAL XXIX | 25197 | 25520 |
| CAPITAL ONE CAPITAL | 19814 | 19876 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (15 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| APPLE INC | 19392 | 21060 |
| AT&T INC | 19970 | 19777 |
| BANK OF AMERICA CORP | 9956 | 5021 |
| CHEVRON CORP | 20444 | 21174 |
| EL PASO PIPELINE PARTNERS | 9806 | 10386 |
| FORD MOTOR CO | 12112 | 12277 |
| ISHARE SILVER TRUST | 4698 | 4014 |
| MICROSOFT CORP | 17749 | 18172 |
| SEADRILL LTD | 22720 | 22164 |
| SPDR GOLD TRUST | 19026 | 18087 |
| VOC ENERGY TRUST | 19288 | 18143 |
| VODAPHONE GP | 13199 | 14043 |
| YPF SOCIEDAD ADS | 12479 | 9676 |
| BANK OF AMERICA 6.375 | 24570 | 19762 |
| BARCLAYS BANK | 23947 | 18340 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Securities EOY Book Value | 499911 | USGovtSecuritiesEOYBookValue |
| US Govt Securities EOYFMV | 499975 | USGovtSecuritiesEOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (7 entries)
| Category Or ItemCategoryOrItem | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|
| NOTES RECEIVABLE | 375000 | 375000 |
| LORD ABBETT SHT DURATION | 30405 | 29993 |
| PIONEER HIGH INCOME MUNI Y | 21538 | 20372 |
| PIONEER SHORT TERM INCOME Y | 25326 | 24965 |
| PIONEER STRATEGIC INCOME Y | 30909 | 29579 |
| PUTNAM DIVERSIFIED INC | 28404 | 25427 |
| PUTNAM HIGH YEILD TRUST A | 10098 | 10113 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITAL LOSS ON SALE OF SECURITIES | Description |
| Amount | $9,584 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TAX BASED ON ONVESTMENT INCOME | 1100 | 1100 | 1100 | 1100 |
| NYS DEPT OF LAW | 250 | 250 | 250 | 250 |
| BANK CHARGES | 66 | 66 | 66 | 66 |
| INVESTMENT EXPENSES | 6162 | 6162 | 6162 | 6162 |