HELLER FAMILY FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- HELLER FAMILY FOUNDATION (EIN 20-2055940)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-11
- IRS object ID
- 201123159349100522
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-11T12:48:02-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARRY SCHECHTER CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PENN PLAZA SUITE 5440 | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10119 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202055940 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELLER FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HELL | NameControl |
| Phone | 7188510218 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MOISHE HELLER | Name |
| Title | TRUSTEE | Title |
| Phone | 7188510218 | Phone |
| Date Signed | 2011-11-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY SCHECHTER CPA | Name |
| Phone | 2129475880 | Phone |
| Date Prepared | 2011-11-09 | DatePrepared |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 569036 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 150000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 9 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 9 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 21706 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 21706 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -28597 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 287011 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 143118 | TotalRevenueAndExpenses |
| Total Net Investment Income | 21715 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 1815 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 800 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 1090 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 990 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 3134 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 3007 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 6039 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4797 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 630266 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 630266 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 636305 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4797 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 630266 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -493187 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 16918 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 179458 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 187173 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 72394 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 956 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 813320 | InvestmentsOtherBOY |
| Investments Other EOY | 614370 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 568080 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1179951 | TotalAssetsBOY |
| Total Assets EOY | 686764 | TotalAssetsEOY |
| Total Assets EOYFMV | 569036 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 1179951 | UnrestrictedBOY |
| Unrestricted EOY | 686764 | UnrestrictedEOY |
| Total Net Assets BOY | 1179951 | TotalNetAssetsBOY |
| Total Net Assets EOY | 686764 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1179951 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 686764 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1179951 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -493187 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 686764 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 686764 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO | P | 2010-04-09 | 2010-08-02 | 2959 | 2758 | 201 | 201 |
| WELLS FARGO | P | 2005-03-02 | 2010-10-15 | 284052 | 312850 | -28798 | -28798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -28597 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 138225 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 742907 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.186060 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 140773 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 51881 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 2.713383 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 234778 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1134431 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.206957 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 54302 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 912342 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.059519 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 21358 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 419224 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050947 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.216866 | TotalDistributionRatio |
| Average Distribution Ratio | 0.643373 | AverageDistributionRatio |
| Net Noncharitable Assets | 667403 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 429389 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 169 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 429558 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 630266 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 169 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 169 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 169 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 242 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 1000 | TaxPaidWithExtension |
| Total Credits And Payments | 1242 | TotalCreditsAndPayments |
| Overpayment | 1073 | Overpayment |
| Amount Credited To Next Year | 1073 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NY | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MOISHE HELLER | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7188510218 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1437 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 112195017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| MOISHE HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 5.00 | 0 | 0 | 0 |
| SARAH HELLER | ||||||||
| 1437 59TH STREET | BROOKLYN | NY | 112195017 | TRUSTEE | 5.00 | 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 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 635436 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 42131 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 677567 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 677567 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 10164 | CashDeemedCharitable |
| Net Noncharitable Assets | 667403 | NetNoncharitableAssets |
| Minimum Investment Return | 33370 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 33370 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 169 | TaxBasedOnInvestmentIncome |
| Total Tax | 169 | TotalTax |
| Distributable Amount Before Adj | 33201 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 33201 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 33201 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 630266 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 630266 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 169 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 630097 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 33201 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 250 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 9161 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 180440 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 139113 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 101891 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 430855 | TotalExcessDistriCarryover |
| Qualifying Distributions | 630266 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 33201 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 597065 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 1027920 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 250 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1027670 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 9161 | ExcessFromYear4 |
| Excess From Year3 | 180440 | ExcessFromYear3 |
| Excess From Year2 | 139113 | ExcessFromYear2 |
| Excess From Year1 | 101891 | ExcessFromYear1 |
| Excess From Current Year | 597065 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (47 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMIDEI ZION | |||||||
| 1577 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $36,000 |
| BAIS SHIFRA MIRIAM | |||||||
| 229 MAPLE AVENUE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $25,000 |
| BNOS ZION OF BOBOV | |||||||
| 5000 14TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $176,060 |
| BOBOVER YESHIVA BNEI ZION | |||||||
| 4210 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $3,000 |
| BONEI OLAM | |||||||
| 1755 46TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $540 |
| CATSKILL HATZOLAH | |||||||
| 1340 EAST 9TH STREET | BROOKLYN | NY | 11230 | NONE | PUBLIC | CHARITABLE | $360 |
| CHESED | |||||||
| 3054 BEDFORD AVE | BROOKLYN | NY | 11210 | NONE | PUBLIC | CHARITABLE | $30,000 |
| CHINUCH L'BANOS | |||||||
| 212 MAIN STREET | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | CHARITABLE | $180 |
| CONG ADAS VIEN | |||||||
| 33 UNION RD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $1,000 |
| CONG AHAVAS TZIDOVKA V'CHESED | |||||||
| 5323 12TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $36,000 |
| CONG CHESED BELZ | |||||||
| 4814 16TH AVE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $40,000 |
| CONG ICHUD AVREICHUM | |||||||
| 5314 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $1,200 |
| CONG KEREN CHAIM SHMIEL | |||||||
| 4303 15TH AVENUE SUITE 387 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $30,000 |
| CONG KHAL SHAAREI ZION OF BOBOV | |||||||
| 4517 15TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $500 |
| CONG KHAL TORATH CHAIM VIZNITZ | |||||||
| PO 195 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $2,050 |
| CONG MISHKAN TECHESKEL | |||||||
| 1632 42ND ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $500 |
| CONGREGATION ADAS YOSEF | |||||||
| 1825 59TH STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $2,080 |
| CONGREGATION NOAM ELIMELECH | |||||||
| 1402 59TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $1,750 |
| FEDERATION OF JEWISH COMMUNITIES | |||||||
| 580 5TH AVENUE SUITE 800 | NEW YORK | NY | 10036 | NONE | PUBLIC | CHARITABLE | $500 |
| GEMACH CHESED AVREICHIM | |||||||
| 4622 11TH AVENUE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| HATZOLAH | |||||||
| 747 BEDFORD AVENUE | BROOKLYN | NY | 11210 | NONE | PUBLIC | CHARITABLE | $300 |
| KHAL ADAS YEREIM OF MONSEY | |||||||
| 33 UNION ROAD | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $136 |
| KHAL TZLOISA D'SHLOMO | |||||||
| 1559 59TH ST | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $100 |
| KIPAS CHASDEI SHLOIMA ZALMEN | |||||||
| 199 LEE STREET | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $25,000 |
| KOLEL RAISHIS DARKO VIZAITZ | |||||||
| 15 MAPLE TERRACE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| KOLLEL EMES V'EMUNAH VIZNITZ | |||||||
| PO BOX 609 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $180 |
| KOLLEL RACHMISTRIVKA MONSEY | |||||||
| 9 WARREN CT | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $300 |
| KUPATH EZRA | |||||||
| PO BOX 3 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $2,500 |
| MOSDOS SKOLYA | |||||||
| 1335 48TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $250 |
| MOSDOS YETEV LEV | |||||||
| 84 BROADWAY | BROOKLYN | NY | 11211 | NONE | PUBLIC | CHARITABLE | $30,000 |
| RCCS | |||||||
| 762 BEDFORD AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC | CHARITABLE | $180 |
| TALMUD TORAH IMREI CHAIM VIZNI | |||||||
| 1824 53RD STREET | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $300 |
| TALMUD TORAH TASHBAR | |||||||
| 857 KENT AVENUE | BROOKLYN | NY | 11205 | NONE | PUBLIC | CHARITABLE | $45,000 |
| TOIVAS MOISHE ZEV | |||||||
| 1437 54TH STREET | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| UNITED KRASNA ORGANIZATIONS | |||||||
| 1364 42ND ST 66 | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $72,000 |
| VIZNITZ INSTITUTIONS | |||||||
| PO BOX 406 | KIAMESHA LAKE | NY | 12751 | NONE | PUBLIC | CHARITABLE | $280 |
| YAD EPHRAIM | |||||||
| 5017 10TH AVE | BROOKLYN | NY | 11219 | NONE | PUBLIC | CHARITABLE | $180 |
| YESHIVA AVIR YAKOV | |||||||
| PO BOX 38 | SPRING VALLEY | NY | 10977 | NONE | PUBLIC | CHARITABLE | $100 |
| YESHIVA BAIS DOVID | |||||||
| 22 WEST MAPLE AVE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $4,100 |
| YESHIVA BETH HATALMUD | |||||||
| 2127 82ND STREET | BROOKLYN | NY | 11214 | NONE | PUBLIC | CHARITABLE | $25,000 |
| YESHIVA GEDOLAH OF BAYONNE | |||||||
| 735 AVENUE C | BAYONNE | NJ | 07002 | NONE | PUBLIC | CHARITABLE | $260 |
| YESHIVA IMREI CHAIM VIZNI | |||||||
| 1303 53RD ST | BROOKLYN | NY | 11204 | NONE | PUBLIC | CHARITABLE | $2,000 |
| YESHIVA MACHZIKEI HADAS | |||||||
| 695 6TH AVENUE | BROOKLYN | NY | 11215 | NONE | PUBLIC | CHARITABLE | $5,000 |
| YESHIVA SHAR HATALMUD | |||||||
| 1004 MADISON AVENUE 204 | LAKEWOOD | NJ | 08701 | NONE | PUBLIC | CHARITABLE | $100 |
| YESHIVATH VIZNITZ | |||||||
| PO BOX 446 | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| ZICHRON MENACHEM | |||||||
| 8 ELYON ROAD | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $29,540 |
| ZICHRON MENASHE CHIYAM | |||||||
| 11 ASHELL LANE | MONSEY | NY | 10952 | NONE | PUBLIC | CHARITABLE | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 630266 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $9 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $21,706 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | -$28,597 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$6,882 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -6882 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | 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 | LEIBEL RUBIN | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 150000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHECHTER & CO. | Category |
| Amount | $1,815 | Amount |
| Net Investment Income | 800 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | WELLS FARGO - SECURITIES | NameOfStock |
| EOY Book Value | 72394 | EOYBookValue |
| EOYFMV | 956 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | CITIGROUP SMITH BARNEY - MUTUAL FUNDS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 614370 | BookValue |
| EOYFMV | 568080 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES | 2827 | 2827 | 0 |
| MISCELLANEOUS | 127 | 0 | 0 |
| BANK CHARGE | 180 | 180 | 0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | LEIBEL RUBIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 59TH STREET | AddressLine1 |
| City | BROOKLYN | City |
| State | NY | State |
| ZIP Code | 11219 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FOREIGN TAXES | $990 | 990 | 0 |
| NYS FILING FEE | $100 | 0 | 0 |