Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
THE TRUMA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)POB 407
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, NY11219
A Employer identification number

13-4099736
B Telephone number (see instructions)

(718) 438-2804
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$15,616,405J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,706,183
2 Check bullet.............
3 Interest on savings and temporary cash investments 42,267 42,267 42,267
4 Dividends and interest from securities... 256,786 256,786 256,786
5a Gross rents............ 317,825 317,825 317,825
b Net rental income or (loss) -7,003
6a Net gain or (loss) from sale of assets not on line 10 1,079,144
b Gross sales price for all assets on line 6a 2,365,000
7 Capital gain net income (from Part IV, line 2)... 1,079,144
8 Net short-term capital gain......... 1,079,144
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,402,205 1,696,022 1,696,022
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 11,749 11,749 0 0
b Accounting fees (attach schedule)....... Click to see attachment 4,500 4,500 0 0
c Other professional fees (attach schedule).... Click to see attachment 2,489 0 0 2,489
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,416 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,345 0 0 3,345
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 379,680 324,828 324,828 6,468
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 406,179 341,077 324,828 12,302
25 Contributions, gifts, grants paid....... 705,640 705,640
26 Total expenses and disbursements. Add lines 24 and 25 1,111,819 341,077 324,828 717,942
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,290,386
b Net investment income (if negative, enter -0-) 1,354,945
c Adjusted net income (if negative, enter -0-)... 1,371,194
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 885,834 787,871 787,871
2 Savings and temporary cash investments......... 2,906,302 4,786,940 4,786,940
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet94,222
Less: allowance for doubtful accounts bullet0 66,229 94,222 94,222
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 8,058 7,355 7,355
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 4,477,457 Click to see attachment4,477,457 4,197,193
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,250,204 Click to see attachment5,742,824 5,742,824
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,594,084 15,896,669 15,616,405
Liabilities 17 Accounts payable and accrued expenses.......... 615,918 627,619
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment116,047 Click to see attachment116,545
23 Total liabilities (add lines 17 through 22)......... 731,965 744,164
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 12,862,119 15,152,505
30 Total liabilities and net assets/fund balances (see instructions). 13,594,084 15,896,669
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,862,119
2
Enter amount from Part I, line 27a .....................
2
2,290,386
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,152,505
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,152,505
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 4245 KISSENA BLVD 400 COOP SHARES D   2018-11-13
b 2040 KISSENA BLVD 213 COOP SHARES D   2018-04-23
c 2040 KISSENA BLVD 270 COOP SHARES D   2018-11-28
d 3060 KISSENA BLVD 616 COOP SHARES D   2018-09-23
e 3060 KISSENA BLVD 406 COOP SHARES D   2018-01-17
3060 KISSENA BLVD 480 COOP SHARES D   2018-03-05
3060 KISSENA BLVD 599.9 COOP SHARES D   2018-01-16
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 285,000   139,300 145,700
b 280,000   193,513 86,487
c 550,000   231,380 318,620
d 405,000   173,180 231,820
e 270,000   102,840 167,160
285,000   120,900 164,100
290,000   324,743 -34,743
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       145,700
b       86,487
c       318,620
d       231,820
e       167,160
      164,100
      -34,743
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,079,144
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 1,079,144
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 394,893 13,171,372 0.029981
2017 344,149 12,462,959 0.027614
2016 375,736 10,467,853 0.035894
2015 415,846 11,284,782 0.036850
2014 353,073 10,535,868 0.033512
2
Total of line 1, column (d) .....................
2
0.163851
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.032770
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
21,019,362
5
Multiply line 4 by line 3......................
5
688,804
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
13,549
7
Add lines 5 and 6........................
7
702,353
8
Enter qualifying distributions from Part XII, line 4,.............
8
717,942
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 13,549
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 13,549
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 13,549
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 5,799
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,799
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 7,750
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMORIC BISTRICER Telephone no.bullet (718) 438-2804

    Located atbulletPO BOX 408BROOKLYNNY ZIP+4bullet11219
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DAVID BISTRICER TRUSTEE
    0.00     		0 0 0
    4611 12TH AVENUE
    BROOKLYN,NY11219
    MORIC BISTRICER TRUSTEE
    0.00     		0 0 0
    4611 12TH AVENUE
    BROOKLYN,NY11219
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 FINANCIAL AID AND PROGRAMS FOR PERSONS IN NEED AND CONTRIBUTIONS TO AUTHORIZED INDIVIDUALS TO CARRY ON CHARITABLE, RELIGIOUS, SCIENTIFIC, LITERARY OR EDUCATIONAL ACTIVITIES 705,640
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,638,293
    b
    Average of monthly cash balances.......................
    1b
    6,579,541
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,121,620
    d
    Total (add lines 1a, b, and c).........................
    1d
    21,339,454
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    21,339,454
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    320,092
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    21,019,362
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,050,968
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
     
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
     
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    717,942
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    717,942
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    13,549
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    704,393
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7  
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$  
    a Applied to 2018, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2019 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2019.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
    1,050,968 367,620 246,687 305,264 1,970,539
    b 85% of line 2a ......... 893,323 312,477 209,684 259,474 1,674,958
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		717,942 395,426 344,149 375,736 1,833,253
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		717,942 395,426 344,149 375,736 1,833,253
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		700,645 439,046 415,432 348,929 1,904,052
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF SHALVA
    315 FIFTH AVENUE
    NEW YORK,NY10016     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 3,000
    ARON GREENBAUM
    294 7TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    AVROHOM MILLER
    33 ENGLEBERG TERRACE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCTIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    BAIS RIVKA ROCHEL
    285 RIVER AVENUE
    LAKEWOOD,NJ08701     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 18,000
    BAIS TOVA
    40 AIRPORT ROAD
    LAKEWOOD,NJ08701     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 22,000
    BINYOMIN STERN
    412 8TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    CAMP HASC
    1563 49TH STREET
    BROOKLYN,NY11219     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 4,500
    DANIEL ROSEN
    168 COLONY CIRCLE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    ELIEZER LAM
    903 HEARTHSTONE DRIVE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    ELKANA HERSHBERG
    119 RICKY LANE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    FRENCH CHILDREN'S FUND
    4706 18TH AVENUE
    BROOKLYN,NY11204     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 18,000
    GERSHON WIESENFELD
    404 2ND STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    KEHILLOS YIRSRAEL
    101 EAST HARVARD AVENUE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    MASORES BAIS YAAKOV
    1395 OCEAN AVENUE
    BROOKLYN,NY11230     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 6,180
    NOSSON DREYFUSS
    24 8TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    NOSSON TZVI LEVOVITZ
    1200 CENTRAL AVENUE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    RABBI ARON ROSENBERG
    2229 85TH STREET
    BROOKLYN,NY11214     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI AVROHOM LOWY
    623 EAST 8TH STREET
    BROOKLYN,NY11218     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI AVROHOM MENACHEM HOROWITZ
    40 MIDDLETON STREET
    BROOKLYN,NY11206     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI ELIEZER COHEN
    4521 15TH AVENUE
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,200
    RABBI GEDALYA MAYER
    148 HOOPER STREET
    BROOKLYN,NY11211     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI MOSHE FRIEDMAN
    1728 44TH STREET
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI SHIMSHY HOROWITZ
    1548 57TH STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI SHLOIMY MILLWORM
    1815 59TH STREET
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI YOEL HOCHMAN
    1954 50TH STREET
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI YOEL HOFFMAN
    1360 48TH STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI YOSEF DOV HESS
    2168 83RD STREET
    BROOKLYN,NY11214     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI YOSEF DOV JACOBS
    1660 44TH STREET
    BROOKLYN,NY11220     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    YAKOV YITZCHOK WACHSMAN
    1680 47TH STREET
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    YESHIVA TORAH VODAATH AND MESIVTA
    425 EAST 9TH STREET
    BROOKLYN,NY11218     		NONE PUBLIC CHARITY SCHOLARSHIP FOR RELIGIOUS EDUCATIONAL PURPOSES 10,000
    ZEV EHRLICH
    103 FLINTROCK DR
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    ZEV SCHECHTER
    440 9TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    AMERICAN FRIENDS OF YESHIVA D'MIR INC
    5227 NEW UTRECHT AVENUE
    BROOKLYN,NY11219     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 18,000
    BAYIS LEPLEITOS
    543 BEDFORD AVE STE 314
    BROOKLYN,NY11211     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 3,600
    BEIT JUHURO
    630 AVENUE S
    BROOKLYN,NY11223     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 2,500
    BIKE 4 CHAI
    447 TROY AVENUE APT 2
    BROOKLYN,NY11203     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 5,000
    BMG OF ISRAEL
    793 MCDONALD AVENUE
    BROOKLYN,NY11218     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,800
    CAMP MIZMOR
    1416 56TH STREET
    BROOKLYN,NY11219     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 360
    CHABAD OF S FRANCISCO INC
    496 NATOMA STREET
    SAN FRANCISCO,CA94103     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    CHAIM MAYER FOUNDATION INC
    3 HOLLY CIRCLE
    MONSEY,NY10952     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 3,600
    CONG BORUCH YISROEL
    2215 AVENUE L
    BROOKLYN,NY11210     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 22,000
    CONG MOSDOS TOLDOS ARON
    2215 AVENUE L
    BROOKLYN,NY11210     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 3,600
    CONG YESHIVA SHAAR HATALMUD
    2061 BAY RIDGE PKWY
    BROOKLYN,NY11204     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,500
    CONG BNEI USHER
    4706 12TH AVENUE
    BROOKLYN,NY11219     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 8,000
    CONG KEHILOS YISROEL
    401 MADISON AVENUE
    LAKEWOOD,NJ08701     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 2,500
    CONGREGATION KAHAL SASREGEN
    401 MADISON AVENUE
    LAKEWOOD,NJ08701     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 3,000
    CONGREGATION KEHILLOS CHAIM
    1250 OCEAN PARKWAY APT IC
    BROOKLYN,NY11230     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 5,000
    CONGREGATION KOLELL BRESLOV
    1250 OCEAN PARKWAY APT IC
    BROOKLYN,NY11230     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    CONGREGATION OHOLI ACHIM
    1250 OCEAN PARKWAY APT IC
    BROOKLYN,NY11230     		  PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 10,500
    EZRAS ACHIM
    2119 79TH STREET
    BROOKLYN,NY11214     		  INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 9,600
    GENERAL CHEVRA KADISHE
    45 CIRCLE PLACE
    LAKEWOOD,NJ08701     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 2,500
    KEREN ORAH
    45 CIRCLE PLACE
    LAKEWOOD,NJ08701     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 4,500
    KIDS N CAMP FUND
    39 PARKER BLVD
    MONSEY,NY10952     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 36,000
    KOLLEL TORAH INC
    17 OVERHILL ROAD
    MONSEY,NY10952     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    MAYSHARIM
    C/O D KAHAN 421 ASHLEY AVENUE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 24,500
    MISASKIM
    5805 16TH AVE
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,800
    OHR HAMEIR SEMINARY
    5805 16TH AVE
    BROOKLYN,NY11204     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 600
    REFUAH RESOURCES
    5805 16TH AVE
    BROOKLYN,NY11204     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 36,000
    SHOMREI HADAS
    305 W 79TH ST
    NEW YORK,NY10024     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    THE CARLEBACH SHUL
    305 W 79TH ST
    NEW YORK,NY10024     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 144,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    60 EAST 42ND STREET
    NEW YORK,NY10165     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 5,000
    YESHIVA BAIS YOSEF
    1502 AVENUE N
    BROOKLYN,NY11230     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 12,000
    YESHIVA BE'ER HAGOLAH
    1502 AVENUE N
    BROOKLYN,NY11230     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 10,000
    YESHIVA MKOR CHAIM
    1630 59TH STREET
    BROOKLYN,NY11204     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 18,000
    YESHIVA TORAH ORE
    PO BOX 100810
    BROOKLYN,NY11210     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    ZICHRON AVOS INC
    2119 79TH STREET
    BROOKLYN,NY11214     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 46,000
    ZICHRON ELIYAHU
    734 E 7TH ST
    BROOKLYN,NY11218     		NONE PUBLIC CHARITY EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,800
    AHRON PARNES V0004247
    38 CABINFIELD CIRCLE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    EFRAIM JAEGER V0004618
    219 8TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 500
    ELIEZER BRODSKY V0000883
    13 SANZ TOWN ROAD
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    RABBI AVIGDOR WECHSLER V0003677
    582 E4TH STREET
    BROOKLYN,NY11218     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,500
    RABBI JACOB OBERLANDER V0003746
    1335 45TH STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI MESHULEM BICK V0004171
    1032 55TH STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI MORDECHAI COLMAN V0003954
    1446 44TH STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI NISSENBAUM V0004649
    1971 52ND STREET
    BROOKLYN,NY11204     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 600
    RABBI NUCHEM STOBER V0002173
    1105 AVENUE I
    BROOKLYN,NY11230     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,200
    RABBI YISROEL MEIR LISS V0004230
    1330 52ND STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    RABBI YITZCHOK IZIK PINKOWITZ (V0004650)
    5315 15TH AVE APT3H
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 600
    RABBI YOCHONON DASHEFF (V0003676)
    1324 43RD STREET
    BROOKLYN,NY11219     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 7,800
    SHMUEL TROPPER (V0002361)
    167 CHATEAU DRIVE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    YECHESKEL GERSHBAUM V0002787
    405 8TH STREET
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    YECHIEL PADAWER V0002788
    13 SQUAKAM RD
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    YEHUDA LEIB WHITER V0002789
    801 LEXINGTON AVENUE 4C
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    YEHUDA WILEN V0004437
    18 GREEN COVE ROAD
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 1,000
    YOSSI STEINBERG V0003713
    18 COMMONWEALTH DRIVE
    LAKEWOOD,NJ08701     		NONE INDIVIDUAL EDUCATIONAL SUPPORT AND INDIRECT FINANCIAL AID FOR THE POOR 500
    Total .................................bullet 3a 705,640
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 42,267  
    4 Dividends and interest from securities....     14 256,786  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -7,003  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,079,144  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,371,194 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,371,194
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2019
    Name of the organization
    THE TRUMA FOUNDATION
     
    Employer identification number

    13-4099736
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019) Page 2
    Name of organization
    THE TRUMA FOUNDATION
          		Employer identification number
    13-4099736
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MB 2006 LEAD TRUST
     
    4611 12TH AVENUE
     
    BROOKLYN, NY11219

    		$ 184,762


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    DB 2006 LEAD TRUST
     
    4611 12TH AVENUE
     
    BROOKLYN, NY11219

    		$ 184,762


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    MB 2006 LEAD TRUST
     
    4611 12TH AVENUE
     
    BROOKLYN, NY11219

    		$ 122,150


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    DB 2006 LEAD TRUST
     
    4611 12TH AVENUE
     
    BROOKLYN, NY11219

    		$ 122,150


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 3
    Name of organization
    THE TRUMA FOUNDATION
          		Employer identification number

    13-4099736
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 SHARES OF A COOPERATIVE BUILDING $ 184,762 2016-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SHARES OF A COOPERATIVE BUILDING $ 184,762 2016-12-31
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)
    Page 4
    Name of organization
    THE TRUMA FOUNDATION
          		Employer identification number

    13-4099736
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2019)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2017 AccountingFeesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,500 4,500 0 0

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CITIGROUP INC 6.3% 1,498,728 1,421,050
    WELLS FARGO & CO 7.98% 526,609 476,188
    BANK OF AMERICA 5.2% 1,353,197 1,295,420
    CITIGROUP INC 5.3% 1,098,923 1,004,535

    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENT 3060 AT COST 1,894,755 1,894,755
    INVESTMENT 4245 AT COST 2,491,806 2,491,806
    INVESTMENT 2040 AT COST 1,356,263 1,356,263

    TY 2017 LegalFeesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 11,749 11,749 0 0


    TY 2017 OtherExpensesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 2,468 0 0 2,343
    COMPUTER SERVICES 2,467 0 0 2,467
    FILING FEES 1,658 0 0 1,658
    UTILITIES 1,899 0 0 0
    EMPLOYEE INSURANCE 3,953 0 0 0
    REIMBURSED PAYROLL EXPENSES 32,274 0 0 0
    BAD DEBT EXPENSE 10,133 0 0 0
    MAINTENANCE EXPENSES 302,469 302,469 302,469 0
    MANAGEMENT FEE 8,727 8,727 8,727 0
    INSURANCE 4,756 4,756 4,756 0
    OVERHEAD 2,664 2,664 2,664 0
    LEGAL 6,212 6,212 6,212 0


    TY 2017 OtherLiabilitiesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSIT PAYABLE 23,683 24,181
    DUE TO /FROM MBDB 2006 LLC 92,364 92,364


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL 2,489 0 0 2,489


    TY 2017 SubstantialContributorsSch
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Name Address
    MB2006 LEAD TRUST 4611 12TH AVENUE
    BROOKLYN,NY11219
    DB2006 LEAD TRUST 4611 12TH AVENUE
    BROOKLYN,NY11219


    TY 2017 TaxesSchedule
    Name:
    THE TRUMA FOUNDATION
    EIN:
    13-4099736
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 4,416 0 0 0