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Nonprofiteer
← THE DORIS AND ISAAC MOINESTER FOUNDATION

Form 990 for tax year 2022

Filed by THE DORIS AND ISAAC MOINESTER FOUNDATION.

Totals

Total revenue
$136,925
Total expenses
$280
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$136,925
Other revenue
$0
Total assets, end of year
$890,966
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$890,966
Program services expenses (Part IX)
$0
Management and general expenses
$280
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $11,041 · related or exempt $11,041

  • 7a · Gross sales of assets other than inventory

    securities $646,717

  • 7b · Less cost or other basis and sales expenses

    securities $520,833

  • 7c · Gain or loss

    securities $125,884

  • 7d · Net gain or loss

    total $125,884 · related or exempt $125,884

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $150 · management and general $150

  • 24a · Other expenses: NYS ANNUAL FILING FEE

    total $100 · management and general $100

  • 24b · Other expenses: BANK FEE

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $859,570 · end of year $890,966

  • 27 · Net assets without donor restrictions

    beginning of year $859,570 · end of year $890,966

Mission and programs · 2022

Mission

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC., (UJA-FEDERATION OF NEW YORK).

Activities or mission (Part I)

SUPPORTS THE MISSION OF UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NEW YORK, INC.

  • NONE

As filed on the 2022 return.

Listed in Part VII

  • STANLEY BAUMBLATT

    SECRETARY/TREASURER/TRUSTEE

    Total calculated
    $224,516
    From this org
    $0
    From related orgs
    $187,127
    Other
    $37,389
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $185,319 related
    Bonus
    $0
    Other
    $0 + $1,808 related
    Deferred
    $0 + $17,854 related
    Nontaxable benefits
    $0 + $20,535 related
    Filer's total
    $0 + $225,516 related

  • DONNA JAKUBOVITZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • WILLIAM D SAMERS

    TRUSTEE

    Total calculated
    $368,717
    From this org
    $0
    From related orgs
    $307,208
    Other
    $61,509
    Hours/week
    1 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,176 related
    Bonus
    $0
    Other
    $0 + $3,032 related
    Deferred
    $0 + $9,946 related
    Nontaxable benefits
    $0 + $54,719 related
    Filer's total
    $0 + $371,873 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE FOLLOWING EMPLOYEES MUST REMAIN IN THE EMPLOY OF UJA UNTIL THE AGE OF VESTING UNDER THE NON-QUALIFIED RETIREMENT PLAN IN ORDER TO REALIZE THE FOLLOWING BENEFITS ACCRUED DURING THE PERIOD JULY 1, 2022 - JUNE 30, 2023 AND REFLECTED IN SCHEDULE J, PART II, COLUMN C: WILLIAM D. SAMERS - $911

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202401349349308055

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