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OMB No 1545 0052 Form 990 -PF Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation 2006 Department of the Treasury Note : The foundation may be able to use a copy of this return to satisfy state Internal Revenue Service For calendar year 2006 , or tax year be g innin g , 2006 , and endin g G Check all that apply Initial return Final return Amended return Address change Name change Use the Name of foundation A Employer Identification number IRS label , THE EZRA TRUST FOUNDATION 20-6557217 Otherwise, Number and street (or P 0 box number i t ma i l is not del ivered to street address) Room/suite B Telephone number (see instructions) print t^1 S) v ,i or type . 25 PHILIPS PARKWAY v See Specific City or town State ZIP code C If exemption application is pending, check here Instructions . MONTVALE NJ 07 64 5-1810 D 1 Foreign organizations , check here •H Check type of organization X Section 501(c)(3) exempt private foundation 2 Foreign organizations meeting the 85% test, check q Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation here and attach computation value of all assets at end of year Accounting method Cash Accrual E If private foundation status was terminated Fair market J X under section 507(b)(1)(A), check here (from Part ll, column (c), line 16) Other (specify) _ _ _ _ _ _ _ _ _ _ _ F If the foundation is in a 60- month termination under section 507(b)( 1 )(B), check here c.; $ 101, 743. (Part 1, column (d) must be on cash basis.) Part I Analysis of Revenue and (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements Expenses (The total of amounts in expenses per books income income for charitable columns (b), (c), and (d) may not neces- ur oses equal the amounts column (a) ^.s sarily in (cash basis only) s.a (see instructions) ) 1 Contributions , gifts. grants , etc, received (att sch ) 10 , 074 , 850. 2 Ck I' if the foundn is not req to all Sch B 3 Interest on savings and temporary cash investments 4 Dividends and interest from securities 5a Gross rents b Net rental income or (loss) l 6a Net gain/(loss) from sale of assets not on line 10 R b Gross sales price for all E assets on line 6a V 7 Capital gain net income (from Part IV, line 2) E 8 Net short-term capital gain N U 9 Income modifications 10a Gross sales less E returns and allowances b Less Cost of goods sold car c Gross profit/(loss ) (attsch) CD 11 Other income (attach schedule) 12 Total . Add lines 1 through 11 10,074,850. 13 Compensation of offi ce etc 14 Othere s 4 e 4 ' 92 481. 92, 481. 92 481. 15 Plansl plans, e e benefit 2 773. 2 773. 2 , 773. A 0 16a Legeealf (a schedule) M 1 b AccounLegal f tin (atta^® MJ N c Other prof ttach sch) 11 T 17 Interest ,-' ,^ v R 18 Taxes (attac schedul AT ES 8 579. 8 579. 8 579. T 19 Depreciation tta e u e) and depletion N v 20 Occupancy G E 21 Travel, conferences, and meetings A E 22 Printing and publications D p 23 Other expenses (attach schedule) SNE BANK CHARGES 11 , 511. 11 , 511. 11 , 511. E 24 Total operatin g and administrative expenses . Add lines 13 through 23 115, 344 . 115, 344 . 11 5, 344 . s 25 Contributions, gifts, grants paid 10, 299 , 846. 10, 299, 946. 26 Total expenses and disbursements. Add lines 24 and 25 1 0 , 4 1 5 , 1 9 0 . 115, 34 4 . 10, 415, 190. 27 Subtract line 26 from line 12: a Excess of revenue over expenses and disbursements - 3 4 0 340. 1 1 b Net Investment income (if negative , enter -0-) 0. C Adjusted net income (if negative , enter -0 ) BAA For Privacy Act and Paperwork Reduction Act Notice, see the instructions . TEEA0301 01/29/07 N Form 990-PF (2006) Form 990-PE (2006) THE EZRA TRUST FOUNDATION 20-6557217 Paae2 Attached schedules and amounts in the description Beginning of year End of year Pare II B a l ance Sh eets co lumn should be for end of year amounts only (See instructi ons) (a) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non- Interest-bearing 403, 529. -132, 305. -132, 305. 2 Savings and temporary cash investments 3 Accounts receivable Less. allowance for doubtful accounts ---------- 4 Pledges receivable ---------- -- - - ----- --- ------- Less. allowance for doubtful accounts --------- 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 sch) S Less allowance for doubtful accounts ---------- S 8 Inventories for sale or use TE 9 Prepaid expenses and deferred charges S 10a Investments - U.S. and state government obligations (attach schedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule) 11 Investments - land, buildings, and equipment. basis Less accumulated depreciation (attach schedule) ----------- 12 Investments - mortgage loans 13 Investments - other (attach schedule) 14 Land , buildings, and equipment. basis Less: accumulated depreciation (attach schedule ) - _________ 15 Other assets (describe 11 LOANS & EXCHANGE ) 38 , 5 5 4 . 234 0 4 8 . 239 048 . ----- ---- - ------ 16 Total assets (to be completed by all filers - see instructions Also, see pa ge 1, item I) 442, 083. 101, 743. 101,743. L 17 Accounts payable and accrued expenses Af 18 Grants payable B 19 Deferred revenue L 20 Loans from officers, directors, trustees, & other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe - - - - - E S 23 Total liabilities (add lines 17 throug h 22) Foundations that follow SFAS 117, check here and complete lines 24 through 26 and lines 30 and 31. N F 24 Unrestricted E N T N 25 Temporarily restricted D 26 Permanently restricted AS B Foundations that do not follow SFAS 117, check here S A and complete lines 27 through 31. E L T A 27 Ca p ital stock, trust principal , or current funds S N 28 Paid-in or capital surplus, or land, building, and equipment fund O E 29 Retained earnings, accumulated income, endowment, or other funds 442 , 083. 101, 743. R S 30 Total net assets or fund balances (see instructions) 442 , 083. 101 , 743. 31 Total liabilities and net assets/fund balances (see instructions) 442, 083. 101, 743. Part III I 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 30 (must agree with end-of-year figure reported on prior year's return) 1 442 , 083. 2 Enter amount from Part I, line 27a 2 - 3 4 0 340. 3 Other increases not included in line 2 (itemize) 3 ---------------------------- -- 4 Add lines 1, 2, and 3 4 101, 743. 5 Decreases not included in line 2 (itemize) 5 ___________________________ 6 Total net assets or fund balances at end of year ( line 4 minus line 5) - Part II, column (b), line 30 6 101, 743. BAA TEEA0302 01/29/07 Form 990-PF (2006) Form 990-PF 2006 THE EZRA TRUST FOUNDATION 20-6557217 Page 3 Part IV Qa ital Gain s and Losses for Tax on Investment Income (a) List and describe the kind(s) of property sold (e.g., real estate, How acquired c Date acquired Date sold 2-story brick warehouse; or common stock, 200 shares MLC Company) P - Purchase (month, day, year) (month, day, year) D - Donation 1a b c d e (e) Gross sales price (f) Depreciation allowed (g) Cost or other basis (h) Gain or (loss) (or allowable) plus expense of sale (e) plus (f) minus (g) a b c d e Com p lete only for assets showin g ain in column ( h) and owned by the foundation on 12/31/69 (I) Gains (Column (h) (i) Fair Market Value (i) Adjusted basis (k) Excess of column (Q gain minus column (k), but not less as of 12/31/69 as of 12/31/69 over column 0), if any than -0-) or Losses (from column (h)) a b c d e If gain, also enter in Part I, line 7 2 Capital gain net income or (net capital loss) If (loss), enter -0- in Part I, line 7 2 -1 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 3 Part V I 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 ? n Yes No 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) (b) (c) Base period years Adjusted qualifying distributions Net value of Distribution ratio Calendar year (or tax year nonchantable-use assets (column (b) divided by column (c)) beginning in) 2005 1, 857, 048 . 2004 2003 2002 2001 2 Total of line 1, column (d) 2 3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 4 Enter the net value of noncharitable-use assets for 2006 from Part X, line 5 4 187, 244 5 Multiply line 4 by line 3 5 6 Enter 1 % of net investment income (1 % of Part I, line 27b) 6 0.
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  • Directories Lists Obituaries National Jewish Organizations1

    Directories Lists Obituaries National Jewish Organizations1

    Directories Lists Obituaries National Jewish Organizations1 UNITED STATES Organizations are listed according to functions as follows: Community Relations 495 Cultural 499 Israel-Related 507 Overseas Aid 518 Religious, Educational Organizations 520 Schools, Institutions 531 Social, Mutual Benefit 540 Social Welfare 542 Note also cross-references under these headings: Professional Associations 546 Women's Organizations 547 Youth and Student Organizations 547 COMMUNITY RELATIONS Gutman. Applies Jewish values of justice CUMMUIN1 1 Y KbLA 11UNS, amJ humanity tQ the Arab_Israel conflict in AMERICAN COUNCIL FOR JUDAISM (1943). the Middle East; rejects nationality attach- PO Box 9009, Alexandria, VA 22304. ment of Jews, particularly American Jews, (703)836-2546. Pres. Alan V. Stone; Exec. to the State of Israel as self-segregating, Dir. Allan C. Brownfeld. Seeks to advance inconsistent with American constitutional the universal principles of a Judaism free of concepts of individual citizenship and sep- nationalism, and the national, civic, cul- aration of church and state, and as being a tural, and social integration into American principal obstacle to Middle East peace, institutions of Americans of Jewish faith. Report. Issues of the American Council for Juda- AMERICAN JEWISH COMMITTEE (1906). In- ism; Special Interest Report. stjtute of Human RdationS; ,65 E 56 St-> AMERICAN JEWISH ALTERNATIVES TO NYC 10022. (212)751^000. FAX: (212)- ZIONISM, INC. (1968). 347 Fifth Ave., 750-0326. Pres. Robert S. Rifkind; Exec. Suite 6O5A, NYC 10016. (212)213-9125. Dir. David A. Harris. Protects the rights Pres. Elmer Berger; V.-Pres. Mrs. Arthur and freedoms of Jews the world over; com- 'The information in this directory is based on replies to questionnaires circulated by the editors.