Return of Private Foundation990s.foundationcenter.org/990pf_pdf_archive/135/... · Return of...

Return of Private Foundation or Section 4947(a)(1) Nonexempt Charitable Trust

Treated as a Private Foundation efron maybe able to use a copy of this return to sates/y state reporting requirements

200 1 Oeqartmml of the Treasury internal aevawe se.ce Note The

For calendar year 2001, or tax year bi

(d) Of (b) Net investment I (c) Adjusted net for

income income c

1 Contributions, gifts, grants, etc , received

eheck00 [y] it lnefounaaeonlsnoireaeveolonrocn5cn e

2 Distributions from sphl-interest trusts 7 Interest on savings and t>npvay Y fdSli Investments

4 Dmdends and interest from securities 5a Gross rents b (Net rentad income a (los) 4 1 2 ,642 .

Net prn a (loss) horn ills of e55els not on si Im e to

7 b Gross sales rince lot all 5 8 1, 15 9 . is on line ea d m ] capital pain net income (from Pat IV tins Z)

B Net short-term capital pain g Income moddicauons

lO2 Go. sale Ias refiuma

YW all... ~c65

b Lw Cost .1 goods food

c Gross profit or (loss)

11 Other income

2,9

O Huu lilies 44 arse to 0ou W 21 Subtract line 26 horn line 72 o

i Excess ovnenps~wanaalsDUrs~nmla 1p1 Q b Net investment income amiwm . .nt>-o~ V e Ad j usted net income NmfgamY+. ante, o~

zo :-0z LHA For Paperwork Reduction Act Notice, see the instructions FOrmg90-PF(YUUI) Ie/ 1 b

2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781 09000503 759420 135677832

Form 990-PF

Use the IRS Name of organization

label Otherwise, HARRY AND JANE FISCHEL FOfINDAT:

print Number aria street (a P O boa number i1 mail is nod delivered to strmt address)

oitype 60 EAST 42 STREET See Specific

City or Town, state, and ZIP code Instructions

H Check type of organization LX .J Section 501(c)(3) exempt private foundation Section 4947(a)(1) nonexempt charitabl e trust 0 Other taxable private lounc

I Fair market value of all assets a1 end of year J Accounting method L-1 Cash (liom Part Il, cot (c), line 16) E::] Other (specify) _ $ B 5 4 9 2 6 0 . (Part l, column (d) must be on cash

Part I Analysis of Revenue and Expenses (a) Revenue and (!he total of amounts m columns (b), (c), and (d) may not necessarily equal expenses per

books

Employer Identification number

1.7'7V /= O .JG

A°°"~~"° B Telephone number 1419 ( 212 ) 599-2828

n .ii apPlicuiim is pendinP Chac, hills 10i

D 1 Foreign organizations, check here 1 Faeipnapaniiationameeting ineES%Iest c~CA Ma and attach computation 1

E If private foundation status was terminated Accrual under section 507(b)(1)(A), check here "0

F II the foundation is in a 60-month termination-

13 Comoenalionof officers directors wstw am 14 Other employee salaries and wages

15 Pension plans, employee benefits N y t6a Legal lees

b Accounting lees STMT 6

LIJ e Other professional fees i 17 Interest b 18 Taxes STMT 7

19 Depreciation and depletion 9 20 Occupancy a 21 Travel, conferences, and meetings a

22 Printing andpublications o ~ 23 Other expenses STMT 8 Oo io 24 Total operating and administrative J n expenses Add lines 13 through 23

25 Contributions, gifts, grants paid 26 Toil expenses and disbursement

form 990PF(2001) HARRY AND JANE FISCHEL FOUNDATION 13-

Balance Sheets "°cneeueeamn+naumounnin ueaeznonon Beginning of year End o

column snoubeetoienealyear amcunisonly IalBook Value W Book Value

2

Fair Market Value

Organizations that follow SEAS 117, check here In. LXj and complete lines 24 through 26 and lines 30 and 31

N 24 Unrestricted u c 25 Temporarily restricted

m m 26 Permanently restricted 9

Organizations that do not follow SFAS 117, check here " D and complete lines 27 through 31

27 Capital stock, trust principal, or current funds y 28 Paid-in or capital surplus, or land, bldg , and equipment fund a 29 Retained earnings, accumulated income, endowment, or other lands = 30 Total net assets or land balances

Part Ill Analysis of Changes m Net Assets or Fund Balances

1 Total net assets or land balances at beginning of year Pan II, column (a), line 30 (must spree with end-of year figure reported on prior year's return)

2 Enter amount from Pan I, line 27a 3 Other increases not included m brie 2 (itemize) 4 Add lines 1, 2, and 3 5 Decreases not included in line 2 (itemize) " UNREALIZED LOSS ON INVESTMENTS 6 Total net assets or fund balances al end of vear (line 4 minus line 5) - Part II . column (b). line 30

r+a++ 990-PF Rcaci+>

Z 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

1 Cash non interest bearing 2 Savings and temporary cash investments 3 Accounts receivable

Less 211owance for doubtful accounts 4 Pledges receivable 10,

Less allowance for doubtful accounts 5 Grants receivable 6 Recervables due from officers, directors, trustees, and other

disqualified persons 7 01nei~olesanOloan sittan0le 4,000

less allowance for doubtful accounts y B inventories for sale or use H 9 Prepaid expenses and deterred charges Q 10a Investments - U S and state government obligations STMT

b Investments-corporate stock STMT 10 c Investments-corporate bonds

11 Investment unit budding, and equipment bags " 2, 361, 331 lnsaccumulated aeomateon STMT 11 . 647 .521

12 Investments - mortgage loans 13 Investments-other STMT 12 14 Land, buildings, and equipment bass

L<ssaccumulated atof¢uEOn 111 .

15 Other assets (describe " STATEMENT 131

17 Accounts payable and accrued expenses 18 Grants payable 19 Deterred revenue 0

0 Loans Rom oX¢as dvectus busta0a and other d,3,uel,f,.d per..

A 21 Mortgages and other notes payable J 22 Other liabilities (Describe " STATEMENT 141

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IV Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e g , seal estate, (b1 How acQUired ("?"o,

Date acquired (d) Dale sold ) P - Purchase day, yr ) (mo day, yr ) 2 story brick warehouse, or common Stock, 200 shs MLC Co D Donation

'sCURITZES - SEE STATEMENT B P

(e) Gross sales price (f) Depreciation allowed (p) Cost or other basis (h) Gain or (lass) (or allowable) plus expense of sale (e) plus (1) minus (p)

in column (h) and owned by the foundation on 72/S7/69 (1) Adjusted basis (k) Excess of col (i) as of 12!31/69 over coI (p, d any

(1) Gains (Cal (h) gain minus col (k), but not less than -0-) or

Losses (from col (h)) (i) F M V as of 12/3 1/69

B Enter qualifying distributions from Pan XII, line 4 1 8 1 485,72 9 . II 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 Pan Vl instructions .

rw 990-PF (2o,) 1zsz, o,-z.-0z 3

09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

Form 99bPF(2001) HARRY ATSTI .TATiR FTSCHEL FOLJNDATTnN 13-

for assess

2 Capital pain net income or (net capital loss) ~ If (ioss)alenter t0 yin Parltll,lllne 7

3 Net short-term capital pain or (loss) as defined in sections 1222(5) and (6) II gain also enter in Part I, line 8, column (t) It floss! . enter 0 in Part I. line 8

Part V I VU811TIC8tlOf1 under SBCLIOfI 4 .̀l4U(BJ ?Or MBOUGBO 18X OA Net IfIVB

(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income I

If section 4940(d)(2) apples, leave this part blank

Was the organization liable for the section 4992 lax on the dislribulable amount of any year in the base period? Yes EK] No II Yes; the organization does not quality under section 49a0(e) Do not complete this cart t Enter the appropriate amount in each column for each year, see instructions before making any entries

Base Denod years Ad justed quali fyi n g ,bNet value of nonchxritable use assets Distribution ratio falendu vear (or tar vear hemnnmn ml distributions (cot fbl divided 6v cot Ic)

2 Total of line 1, column (d) 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

1 Enter the net value of noncharitable use assets far 2001 from Part X, line 5

5 Multiply line 4 by line 3

8 Enter 1% of net investment income (19. of Part 1, line 27b)

7 Add lines 5 and 6

Part VI Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 494U(e), or

1a Exempt operating foundations described in section 4940(d)(2), check here " 0 and enier'N/A' on 'in:)' Date of ruling letter (attach copy of ruling lever if necessary-see instructionb

Domestic organizations that meet the section 4940(¢) requirements in Part V, check here 1 Eil and enter t l of Part I, line 21b

e All other domestic organizations enter 2% of line 27b Exempt foreign organizations enter 4% of Part I, line 12, cot (b) 2 Tax under section 511 (domestic section 4941(a)(1) trusts and taxable foundations only Others enter -0-) 3 Add lines 1 and 2 4 Subtitle A (income) lax (domestic section 4947(a)(1) trusts and taxable foundations only Others enter -0-) 5 Tax based on investment income Subtract line 4 from line 3 II zero or less enter 0- 6 Credds/Payments a 2001 estimated tax payments and 2000 overpayment credited to 200 1 62 6 , 240 b Exempt foreign organizations tax withheld at source 6b e Tax paid with application for extension of time to file (Form 8868) 6c d Backup withholding erroneously withheld ~ 6d

7 Total credits and payments Add lines 6a through 6d 8 Enter any penalty for underpayment of estimated lax Check here E::] d Form 2220 is attached 9 Tax due II the total of lines 5 and 8 is more than line 7, enter amount owed 10 Overpayment II line 7 is more than the total of lines 5 and B, enter the amount overpaid 1 11 Enter the amount of line 10 to be Credited to 2002 estimated tax jo. ~ Refunded jo.

- see

No

D If the answer is Yes to line 7, has the organization furnished a copy of Form 990-PF to the Attorney General (or designate) of each slate as required by General Instruction G? If 'No,' attach explanation

9 Is the organization claiming status as a private operating foundation within the meaning of section 4942(l)(3) or 4942(j)(5) for calendar year 2007 or the taxable year beginning in 2001 (see instructions for Part XIV)? If 'Yes,' complete Part XIV

10 Did any persons become substantial contributors during the tax year? If 'Yes,' attach a schedule listing then names and addresses

4 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

" Form 990 PF

Is During the tax year, did the organization attempt to influence any national, stale, or local legislation or did it participate or intervene in any political campaign?

b Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see instructions for definition)? If the answer is 'Yes' to 1 a or 1b, attach a detailed description of the activities and copies of any materials published or distributed by the organ¢ation in connection with the activities

e Did the organization file Form 1120-POL for this year d Enter the amount (if any) of lax on political expenditures (section 4955) imposed during the year

(1) On the organization " $ 0 . (2) On organization managers " 3 0 . e Enter the reimbursement (if any) paid by the organization during the year for political expenditure tax imposed on organization

managers " $ 0 . 2 Has the organization engaged in any activities that have not previously been reported to the IRS

If 'Yes,' attach a detailed description of the activities

3 Has the organization 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

<a Did the organization have unrelated business gross income 0151,000 or more during the year b II Yes; has n fled a tax return on Form 990-T for this years N/A

5 Was there a liquidation, termination, dissolution, or substantial contraction during the year If 'Yes,' attach the statement required by General Instruction T

6 Are the requirements of section 508(¢) (relating to sections 4941 through 4945) satisfied either " By language in the governing instrument or " By stale legislation that etlecirvely amends the governing instrument so that no mandatory directions that conflict with the state law

remain in the governing instrument? 7 Did the organization have at least $5,000 in assets at any time during the year

II 'Yes,' complete Part Il, cot (c), and Part XV B& Enter the states to which the foundation reports or with which it is registered (see instructions)

11 Did the organization comply with the public inspection requirements for as annual returns and exemption application? 1 11 I X I Web site address lo- N/A

72 The books are in care of " THE FISCHEL FOUNDATION Telephone nolo- (212)599-2828 Locatedal " 60 EAST 42 STREET, SUITE 1419 zIP.4 .10165

13 Section 4997(a)(1) nonexempt charitable trusts tiling Form 990-PF in lieu of Form 1041 - Check here No. EJ and enter the amount of tax-exempt interest received or accrued during the year 10-1 13 1 N/A

723571 of 24m F~ 990-PF Roo+l

Page 5

b Did the organization 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 lax year beginning in 2001

5& During the year did the organisation pay or incur any amount to (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))9 E] Yes EZI No (2) Influence the outcome of any specific public election (see section 4955), or to carry on, directly or indirectly,

any voter registration Grrve7 E::] Yes M No (3) Provide a grant to an individual for travel, study, or other similar purposes E :]Yes EK1 No (1) Provide a pram to an organization other than a charitable, etc , organization described in section

509(a)(1), (2), or (3), or section 4940(d)(2)9 Ex] Yes ED No (5) Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for

the prevention of cruelty to children or animals 0 Yes FREI No b II any answer is -Yes* to 5a( l)-(5), did any of the transactions fail to quality under the exceptions described in Regulations section 53 4945 or in a current notice regarding disaster assistance (see instructions)? Organizations retying on a current notice regarding disaster assistance check here 110- ED

e If the answer is 'Yes'to question Sa(4), does the organization claim exemption from the tax because it maintained expenditure responsibility for the grant? "e-F 'I7A'TE;Wl£dT F ff] Yea D No It 'Yes,' attach the statement required by Regulations section 53 4945-5(d)

6s Did the organization, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit coniracn 0 Yea [K] No

D Did the organization, during tie year, pay premiums, directly or indirectly, on a personal benefit contracp 6b X I! you answered 'Yes' to 66, also ale Form 8870

F~ 990-PF G~ooi)

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Form 990 PF (2001)

File Form 4720 i1 any item is checked in the "Yes" column, unless an exception applies f a Owing the year did the organization (either directly or indirectly)

(1) Engage in the sale or exchange, or leasing of property with a disqualified persons 0 Yes EE No (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified Derson9 ~ Yes ~ No (3) Furnish goads, services, or facilities to (or accept them from) a disqualified persons E::] Yes EYI No (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified persons SAE STqTEmE,JT b EKI Yes D No (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) 0 Yes ERI No (6) Agree to pay money or property to a government olfictal? (Exception Check 'Nor

d the organization agreed to make a grant to or to employ the official for a period after termination of government service, d terminating within 90 days ) D Yes EXI No

b If any answer is 'Yes'to 1a(1)-(6), did any of the acts tail to quaky under the exceptions described in Regulations section 53 4941(d}3 or in a current notice regarding disaster assistance (see page 19 of the instructionsp Organizations relying on a current notice regarding disaster assistance check here

e Did the organization engage in a prior year in any of the acts described in la, other than excepted aces, that were not corrected before the first day of the tax year beginning in 2001

2 Taxes on failure to distribute income (section 4942) (does not apply for years the organization was a private operating foundation defined in section 4942(1)(3) or 4942(j)(5))

a AI the end of tax year 2001, did the organization have any undistributed income (lines 6d and 6e, Part XIII) for tan year(s) beginning before 2001 0 Yes ~ No II Yes; list the years No-

It Are there any years listed in 2a for which the organization is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed incomes (II applying section 4942(a)(2) to all years listed, answer 'Nom and attach statement - see instructions ) N /A

e if the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here

3a D the organization hold more than a 2°/. direct or indirect interest in any business enterprise at any lime during the year? E] Yes ELI No

D If Yes; did a have excess business holdings in 2001 as a result of (1) any purchase by the organ iz ation or disqualified persons alter 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) Ire lapse of the 70-, 15 , or 20-year first phase holding periods (Use Schedule C, Form 4720, to determine d the organization had excess business holdings m 2001 ) N /A

4& Did the organization invest during the year any amount in a manner that would jeopardize its charitable purposes

Form 990PF(2001) HARRY AND JANE FISCHEL FOUNDATION 13-567783.2 Paqes

Part VIII Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees, and Contractors

1 List all officers, directors, trustees . foundation manaoers and their comcensation (b) T

hours (II not (a) Name and address

pensation of five highest-paid employees other than those included on line 1) If none, enter "NONE " (b' Title and average

(a) Name and address of each employee paid more than $50,000 hours per week (c) Compensation (e)Expense

account, other allowances

Total number of other employees paid over $50,000 3 Five highest-paid independent contractors for

(a) Name and address of each person services Ii none . enter

al service more

Expenses

4

01 2 .-02 Fv�, 990-PF pooi) 6


List the foundations four largest direct charitable activities during the tax year Include relevant statistical inlormation such as tie number of organizations and other beneficiaries served, conferences convened, research papers produced, etc t N/A

2

3

(c)

Form 990PF(200t) HARRY AND JANE FISCHEL FOUNDATION 13-5677832 Page 7

Part IX-B Summary of Program-Related Investments

Amount the two made by the foundation during the tax Year on lines t and 2

All other program related investments See instructions 3

3 Total

PBft 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 mouthy lair market value of securities b Average of monthly cash balances c Fair market value of all other assets d Total (add lines la, b, and c) e Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) 1e 2 Acquisnion indebtedness applicable to line 1 assets 3 Subtract line 2 from line 1d 4 Cash deemed held for charitable acnwlies Enter 1 12Y. of line 3 (for greater amount, see instructions) 5 Net value of noncharitable use assets Subtract line 4 horn line 3 Enter here and on Part V, line 4 6 Minimum investment return Enter SY of line 5

Part XII Qualifying Distributions sea instructions)

1 Amounts paid (including administrative expenses) to accomplish charitable, etc , purposes a Expenses, contributions, gins, etc - total from Part 1, column (d), tine 26 18 485 . 729 . b Program-related investments -Total horn Part IX-B tb 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 lest (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 1 485 , 72 9 . 5 Organizations that quaky under section 4940(e) for the reduced rate of tax on net investment

income Enter 1% of Part I, line 27b 5 6 , 759 . 6 Adjusted qualifying distributions Subtract line 5 from line 4 ~ 6 1 478,970 .

Note The amount online 6 will be used m Part V, column (b), in subsequent years when calculating whether the foundation qualifies for the section 49401e1 reduction of tax m those years

vmn 990-PF r2ooi)


2

Part XI Distnbutable Amount (see instructions) (Section 4942(p(3) and (I)(5) private operating foundations and certain foreign oroanizalions check here t n and do not comolete this part 1

1 Minimum investment return from Part X, line 6

2a Tax on investment income for 2001 from Park VI, line 5 b Income tax for 2001 (This does not include the tax from Part VI ) e Add lines 2a and 2b

3 Distributahle amount before adjustments Subtract line 2c from line 1 4a Recoveries of amounts treated as qualifying distributions b Income distributions from section 4947(a)(2) trusts c Add lines 4a and 4b

Add lines 3 and 4c 5 Deduction from distributable amount (see instructions)

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Form 990-PF(200t) HARRY AND JANE FISCHEL FOUNDATION 13-5677832 Pd(tee

Part XIII Undistnbuted Income see inscticuons)

(a) (b) (s) (d) Corpus Years prior to 2000 2000 2001

1 Distribulable amount for 2001 from Part AI, dine 7 4331140 .

2 UnduttriDUted mmme if any as of 0e end of 7WR a Enter amount for 2000 only 0 . b Total in a,,a vats 19 ,19 ,19 0 .

3 E,cessdistributions carrove if wy to 2001 From 1996 35 , 765 .

h From 1997 37 , 023 . cFwm 1998 26 , 726 . dFram 1999 36 , 218 . eFrom 2ooo 35 , 335 . I Total of lines 3a through e 171 , 067 .

4 Qualifying distributions for 2001 from Part XI 1 . line 4 " $ 485 , 72 9 .

a Applied l0 2000, but not more than line 2a 0 . b Applied to undistributed income of poor years (Election required see instructions) 0 .

c Treated as distributions out of corpus (Election required see instructions) 0 .

d Applied to 2001 distributable amount 433 140 . e Remaining amount distributed out of corpus 52 , 58 9 .

5 E..csssaisvie .iionacarvovvrocliaaio7ooi 0 . 0 . (II an amount oPPeaa ~n Column (d) Ire sane amount mush be Ywwn .n Column (a))

6 Enter the net total of each column as indicated below

i taous Add iino 31 +c end ae Suoo-at line s 223 , 656 . b Prior years' undistributed income Subtract

line 4b from line 2b 0 . e Enter the amount of prior years undistributed income for which a nonce of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed 0 .

d Subtract line 6c from line 6b Taxable amount - see instructions 0 .

e Undistributed income for 2000 Subtract line 4a from line 2a Taxable amount - see instr 0 .

1 Undistributed income for 2001 Subtract lines 4d and S from line 1 This amount must be distributed in 2002 0 .

7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(E ) or 4942(p)(3) 0 .

8 Excess distributions carryover from 1996 not applied on line 5 or line 7 35 , 765 .

9 Excess distributions carryover to 2002 Subtract lines 1 and 8 from line 6a 18 7 B 91 .

10 Analysis of line 9 a Excess from t997 37 , 023 . bExcess from 1998 26 , 726 . c Excess from 1999 3 6 218 . d Excess from 2000 35 , 335 . e Excess from 2001 52,589 .

Fam 990-PF Rood

Form 990 PF see instructions and Part V11 A

I or E] 4942(j)(5)

d/ 1998 (e) Total

foundation, and the ruling is effective for 2001, enter the date of the ruling

Prior 3 yeas 2000 Icl 1999

each year listed c 'Support' alternative lest enter

(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)

(2) Support from general public and 5 or more exempt organizations as provided in section 4942(l)(3)(B)(ni)

(3) Largest amount of support from an exempt organization

d My restrictions or limitations an awards, such as by geographical areas, charitable fields, kinds of institutions, or other factors'

uxse,Ai z4~ 9 vo.m 99o-PF Roo9 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

1 a II the foundation has received a ruling or determination letter that d is a private operating

b Check box to indicate whether the organization is a rival 2 a Enter the lesser of the adjusted net Tax year

income from Part t or the minimum (a) 2001

investment return from Part X for each year fisted

b 85% of line 2a c Qualifying distributions from Part XII,

line 4 for each year listed d Amounts included in line 2c not used directly for active conduct of exempt activities

e Qualifying distributions made directly for active conduct of exempt activities Subtract line 2d from line 2c

3 Complete 3a, b, or c for the alternative test relied upon

a 'Assets' alternative test - ewer (1) Value of all assets (2) Value of assets qualifying

under section 4942(1)(3)(13)(i) b 'Endowment alternative test -

Enter 2/3 of minimum investment return shown in Part X, line 6 for

10.

I Part AV ~ Supplementary Information (Complete this part only it the organization had $5,000 or more in assets at any time during the year-see page 26 of the instructions .)

1 Information Regarding Foundation Managers : a List any managers of the foundation who have contributed more than 29: of the total contributions received by the foundation before the close of any tax

year (but only d they have contributed more than $5,000) (See section 507(d)(2) )

NONE b List any managers of the foundation who own 70% 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 10N. or greater interest -

2 Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc , Programs Check here " If] it the organization only makes contributions to preselected charitable organizations and does not accept unsolicited requests for funds If the organization makes gifts, grants, etc (see instructions) to individuals or organizations under other conditions, complete items 2a, b, c, and d

a The name, address, and telephone number of the person to whom applications should be addressed

b The farm in which applications should 6e submitted and information and materials they should include

t My submission deadlines

a Paid during the year

ON 25,000 . 01 (C) (3

Fmn990-PF Raoi) 10

2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781 09000503 759420 135677832

Form 990PF(200t) HARRY AND JANE FISCHEL FOUNDATION 13-5677832 Page 10 Part XV Supplementary Information (continued) 3 Grants and Contributions Paid During the Year or Approved la Future Payment

Recipient if recipient is an individual, show any relationship to Foundation Purpose of grant or

Name and address (home or business) any loundahon manager status of contribution Amount or substantial conlri6utor recipient

b Appmmd for future payment HARRY FISCHEL INSTITUTE-JERUSALEM, ISRAEL

YESHIVA UNIVERSITY- 500 WEST 185 STREET NEW YORK, NY 10033

12N01Ai-24-07

GN STATEMENT 246,000 .

3b

Form 990PF(200t) HARRY AND JANE FISCHEL FOUNDATION 13-5677832 Paae11

Part XVI-A Analysis of Income-Producing Activities

SSInNWe E¢~iuaeao secuonorz ~v ore,

(b) E~°(� (d) Related or exempt Amount ~e Amount function income

a b c d e 1 p Fees and contracts from government agencies

2 Membership dues and assessments 3 Interest on sarongs and temporary cash

investments 4 Dividends and interest from securities 5 Net rental income or (loss) from real estate a Debt-financed property b Nod debt-financed property

6 Net rental income or (1055) from personal property

7 Other investment income B Gain or (loss) from sales of assets other

than inventory

9 Net income or (loss) from special events 10 Gross grout or (loss) from sales of inventory 11 Other revenue

Line No Explain below how each activity tar which income is reported in column (e) of Part XVI A contributed importantly to the accomplishment of the organization s exempt purposes (other than by providing funds for such purposes)

,z»~, O~-01-24412 Fmn990-PF cm, 11 1

09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHBL FOUN 13567781

Enter gross amounts unless otherwise indicated

t Program service revenue

a b c d e

12 Subtotal nddcolumns (b),(d),and(e) ~~ 0 .~ ~ 798,153 . 0 . 13 Total Add line 12, columns (b), (d), and (e) " 13 798 , 153 . (See worksheet in line 13 instructions to verity calculations )

Part XVI-B Relationship of Activities to the Accomplishment of Exempt Purposes

Form O

09000503 759420 135677832 2001 .05020

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of YB the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

a Transfers from the reporting organization to a noncharitable exempt organization of - (1) Cash 1110 ) (2) Other assets la ( 2 )

b Other Transactions ( t) Sales of assets to a noncharitable exempt organization lb ( l ) (2) Purchases of assets from a noncharila6le exempt organization (3) Rental of facilities, equipment, or other assets tb 3 (4) Reimbursement arrangements 1b 4 (5) Loans or loan guarantees 1D 5 (6) Performance of services or membership or fundraising solicitations tb 6

e Sharing of facilities, equipment, mailing lists, other assets, or paid employees to d If the answer to any of the above is Yes; complete the following schedule Column (b) should always show the lair market value of the goods, other assets,

or services given by the reporting organization It the organization received less than lair market value in any transaction or sharing arrangement, show in column (dl the value of the hoods . other assets . or services received

of transfers . transactions. and

2a Is the organization directly or indirectly alliliated with, or related lo, one or mare lax-exempt organizations descried in section 507(c) of the Code (other than section 501(c)(3)) or in section 527 ~ Yes ~ No

D II Yes; complete the following schedule (a) Name of organization (b) Type of organization (e) Description of relationship

N/A

I

unist, wanin of D> WY I dslw" that I navy aaammed this ielurn, vicluainy aCCdnpanYinO schs&+ld md Slatbnanla one to Ns bet of my knOwIOEp! spa Whir, n is We, WrteC1 YnEOpmpIMSD!(,~tYBtyn~ epss~o1ha11w~WpaysvfiWC~dy)~aEillEOnaIIInlormallonolyTic;preptushaaanyknowleEpO

// / 1 1 A a -4 1 / If

° OF Vipnature of officer o t uste u Prepareis ' x

do signature

a* Fm smme1o, room LUTZ AND CARR, C~~ S aj usen<mmoym) ,300 EAST 42ND ST ET

aaaresi.iteanvcoae woe, .,no*' w, .r I nnl v

,aaex, of zoos

VARIOUS RENT 1

Reduction In Date ~;;a Unadjusted Bus I Basis- Basis For Accumulated Current Amount Of

Description Acquired Method Life Cost Or Basis Excl ITC, 179, Depreciation Depreciation Sec 179 Depreciation Salvage

URNITURE & FIXTURES 020185 SL 10 .0016 16,000 . 16,000 . 16,000 . 0 .

2 BUILDINGS 052490 SL 15 .0016 43,654 . 43,654 . 43,654 . 0 .

3 BUILDINGS I L 31 .5017 142,410 . 142,410 . 62,771 . 4,524 .

UILDING 070191 SL 31 .5017 204,205 . 204,205 . 61,753 . 6,484 .

5 BUILDING IMPROVEMENTS 010188 SL 10 .0016 4,900 . 4,900 . 4,900 . 0 .


B OFFICE EQUIPMENT 120189 S L 5 .00 16 1,433 . 1,433 . 1,433 . 0 .

9 BUILDINGS 070191 S L 31 .5017 306,307 . 306,307 . 92,625 . 9,724 .

1 UILDING 050582 S L 35 .0016 262,169 . 262,169 . 139,827 . 7,491 .

12 UILDING IMPROVMENTS 030190 L 31 .5017 10,000 . 10,000 . 3,421 . 317 .

13 BUILDING 060162 SL 37 .0016 94,973 . 94,973 . 94,973 . 0 .

15 I .000 16 598,601 . 598,601 . 0 .

18 ROOF 111893 SL 31 .5016 6,000 . 6,000 . 1,508 . 191 .

19 BUILDING IMPROVEMENTS 030193 SL 31 .5016 1,700 . 1,700 . 389 . 54 .


22 BUILDING IMPROVEMENTS 07019 L 31 .5016 6,300 . 6,300 . 1,300 . 235 .

23 BUILDING IMPROVEMENTS 07019 L 31 .5016 4,200 . 4,200 . 865 . 135 .

24 UILDING IMPROVEMENTS .0 512 519 56L .39 .00.16 1 7,775 .1 7,775 .1 1,315 .1 199 F

9 8102 -03~01 (D) Asset disposed

13

2007 DEPRECIATION AND AMORTIZATION REPORT

VARIOUS RENT 1

Reduction In Date Method Life ;;;° Unadjusted Bus °, Basis- B% asisFOr Accumulated Current Amount Of

DescnPnon Acquired Cost Or Basis Excl ITC, 779, Depreciation Depreciation Sec 779 Depreciation Salvage

28 BUILDING 121696 SL 31 .5016 335,886 . 335,886 . 43,179 . 10,664 .

29 AND 121696 .000 16 97,068 . 97,068 . 0 .

3 FFICE EQUIPMENT 120191 SL 5 .00 16 4,620 . 4,620 . 4,620 . 0 .

32 COMPUTER 042892 SL 5 .00 16 8,940 . 8,940 . 8,940 . 0 .

33 COMPUTER 032393 SL 5 .00 16 625 . 625 . 625 . 0 .

3 OMPUTER 092895 SL 5 .00 16 1,149 . 1,149 . 1,149 . 0 .

35 FFICE EQUIPMENT 011597 SL 5 .00 16 2,584 . 2,584 . 2,069 . 515 .





40 BUILDING 051500 SL 31 .5016 38,505 . 38,505 . 1,222 .

41 BUILDING IMPROVEMENTS 042601 SL 31 .5016 26,000 . 26,000 . 825 .

42 BUILDING IMPROVEMENTS 050101 SL 31 .5016 13,000 . 13,000 . 413 .

43 BUILDING IMPROVEMENTS 010101 SL 31 .5016 31,473 . 31,473 . 999 . * TOTAL 990-PF RENTAL EPR 2361331 . 0 . 2361331 . 600,633 . 0 . 46,888 .

ioai-0, (o) Asset disposed

14

2007 DEPRECIATION AND AMORTIZATION REPORT

13-5677832 HARRY AND JANE FISCHEL FOUNDATION

FORM 990-PF RENTAL INCOME STATEMENT 3

ACTIVITY GROSS KIND AND LOCATION OF PROPERTY NUMBER RENTAL INCOME

VARIOUS 1 656,107 .

TOTAL TO FORM 990-PF, PART I, LINE 5A 656,107 .

ACTIVITY NUMBER

- SUBTOTAL - 1

TOTAL RENTAL EXPENSES

NET RENTAL INCOME TO FORM 990-PF, PART I, LINE 5B 412,642 .

15 STATEMENT S) 1, 2, 3, 4 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1

SOURCE AMOUNT

SAVINGS 44,432 .

TOTAL TO FORM 990-PF, PART I, LINE 3, COLUMN A 44,432 .

FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2

CAPITAL GAINS COLUMN (A) SOURCE GROSS AMOUNT DIVIDENDS AMOUNT

SECURITIES 193,119 . 0 . 193,119 .

TOTAL TO FM 990-PF, PART I, LN 4 193,119 . 0 . 193,119 .

FORM 990-PF

DESCRIPTION

DEPRECIATION OPERATING EXPENSES

RENTAL EXPENSES STATEMENT 4

AMOUNT TOTAL

46,888 . 196,577 .

243,465 .

243,465 .

HARRY AND JANE FISCHEL FOUNDATION 13-x6778.32

FORM 990-PF OTHER INCOME STATEMENT 5

TOTAL TO FORM 990-PF, PART I, LINE 11, COLUMN A

ACCOUNTING FEES

7,943 . TO FORM 990-PF, PG 1, LN 16S 8,956 . 16,899

FORM 990-PF TAXES STATEMENT 7

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

TO FORM 990-PF, PG 1, LN 18 8,862 . 0 . 0 .

FORM 990-PF OTHER EXPENSES STATEMENT 8

(A) (s) (C) EXPENSES NET INVEST- ADJUSTED PER BOOKS MENT INCOME NET INCOME DESCRIPTION

INSURANCE 3,116 . 1,309 . TELEPHONE 2,603 . 1,093 . POSTAGE 1,776 . 746 . MISCELLANEOUS 9,494 . 3,987 . OFFICE AND COMPUTER SUPPLIES 2,131 . 895 . OPERATING EXPENSES 196,577 . 196,577 .

TO FORM 990-PF, PG 1, LN 23 215,697 . 204,607 . 11,090 .

16 STATEMENT S) 5, 6, 7, 8 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

DESCRIPTION

INCOME FROM INVESTMENT IN CONDOMMINIUM

FORM 990-PF

DESCRIPTION

LUTZ AND CARR - ACCTG AND TAX PREPARATION FEES

(A) EXPENSES PER BOOKS

16,899 .

(a) NET INVEST-MENT INCOME

7,943 .

AMOUNT

25,174 .

25,174 .

STATEMENT 6

(C) (D) ADJUSTED CHARITABLE NET INCOME PURPOSES

8,956 .

(A) EXPENSES

DESCRIPTION PER BOOKS

FEDERAL EXCISE TAXES 8,862 .

NET INVEST-MENT INCOME

0 . 0 .

(D) CHARITABLE PURPOSES

1,807 . 1,510 . 1,030 . 5,507 . 1,236 .

0 .

HARRY AND JANE FISCHEL FOUNDATION

FORM 990-PF U .S . AND STATE/CITY GOVERNMENT OBLIGATIONS

FAIR MARKET VALUE

12 .064 .

BOOK VALUE

12 .064

STATEMENT 10

HOOK VALUE

2,891,748

2,891,748

SEE STATEMENT B

TOTAL TO FORM 990-PF, PART II, LINE lOB

DEPRECIATION OF ASSETS HELD FOR INVESTMENT

ACCUMULATED DEPRECIATION

16,000 . 43,654 . 67,295 . 68,237 . 4,900 . 6,322 . 1,433 .

102,349 . 147,318 .

3,738 . 94,973 .

0 . 1,699 .

443 . 4,397 . 1,535 . 1,000 . 1,514 . 53,843 .

COST OR OTHER BASIS

16,000 . 43,654 . 142,410 . 204,205 .

4,900 . 17,000 . 1,433 .

306,307 . 262,169 . 10,000 . 94,973 . 598,601 .

6,000 . 1,700 .

16,050 . 6,300 . 4,200 . 7,775 .

335,886 .

DESCRIPTION BOOK VALUE

0 . 0 .

75,115 . 135,968 .

0 . 10,678 .

0 . 203,958 . 114,851 .

6,262 . 0 .

598,601 . 4,301 . 1,257 .

11,653 . 4,765 . 3,200 . 6,261 .

282,043 .

17 STATEMENT S) 9, 10, 11 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781 09000503 759420 135677832

U .S . OTHER DESCRIPTION GOVT GOV T

GNMA - SEE STATEMENT B X

TOTAL U .S . GOVERNMENT OBLIGATIONS

TOTAL STATE AND MUNICIPAL GOVERNMENT OBLIGATIONS

TOTAL TO FORM 990-PF, PART II, LINE 10A

FORM 990-PF CORPORATE STOCK

DESCRIPTION

13=5677832

STATEMENT 9

12,064 . 12,064 .

12,064 . 12,064 .

FORM 990-PF

FURNITURE & FIXTURES BUILDINGS BUILDINGS BUILDING BUILDING IMPROVEMENTS BUILDING IMPROVEMENTS OFFICE EQUIPMENT BUILDINGS BUILDING BUILDING IMPROVMENTS BUILDING LAND ROOF BUILDING IMPROVEMENTS BUILDING IMPROVEMENTS BUILDING IMPROVEMENTS BUILDING IMPROVEMENTS BUILDING IMPROVEMENTS BUILDING

FAIR MARKET VALUE

2,891,748 .

2,891,748 .

STATEMENT 11

LAND 97,068 . 0 . 97,068 . OFFICE EQUIPMENT 4,620 . 4,620 . 0 . COMPUTER 8,940 . 8,940 . 0 . COMPUTER 625 . 625 . 0 . COMPUTER 1,149 . 1,149 . 0 . OFFICE EQUIPMENT 2,584 . 2,584 . 0 . BUILDING IMPROVEMENTS 9,254 . 1,462 . 7,792 . BUILDING IMPROVEMENTS 21,000 . 2,282 . 18,718 . BUILDING IMPROVEMENTS 13,000 . 826 . 12,174 . BUILDING IMPROVEMENTS 14,550 . 924 . 13,626 . BUILDING 38,505 . 1,222 . 37,283 . BUILDING IMPROVEMENTS 26,000 . 825 . 25,175 . BUILDING IMPROVEMENTS 13,000 . 413 . 12,587 . BUILDING IMPROVEMENTS 31,473 . 999 . 30,474 .

1,713,810 .

STATEMENT 12

FAIR MARKET VALUE

427,456 . 100,000 .

527,456 .

STATEMENT 13

FAIR MARKET VALUE

31,709 . 2,044 .

33,753 .

TOTAL TO FORM 990-PF, PART II, LINE 13

OTHER ASSETS

DESCRIPTION

33,753 . TOTAL TO FORM 990-PF, PART II, LINE 15

18 STATEMENT S) 11, 12, 13 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

HARRY AND JANE FISCHEL FOUNDATION 13-5677832

TOTAL TO FM 990-PF, PART II, LN 11 2,361,331

FORM 990-PF OTHER INVESTMENTS

DESCRIPTION

INVESTMENT IN CONDOMINIUM STATE OF ISRAEL BONDS - SEE STMT . B

FORM 990-PF

INTEREST DIVIDEND & RENT RECEIVABLE PREPAID EXCISE TAX

647,521 .

BOOK VALUE

9,672 . 100,000 .

109,672 .

HOOK VALUE

31,709 2,044

13-5677R32 HARRY AND JANE FISCHEL FOUNDATION

FORM 990-PF PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 15 TRUSTEES AND FOUNDATION MANAGERS

EMPLOYEE TITLE AND COMPEN- BEN PLAN EXPENSE

AVRG HRS/WK SATION CONTRIB ACCOUNT

EXEC DIR/VP F/T 68,654 . 36,266 . 0 .

ACTING PRES/DIRECTOR P/T 0 . 0 . 0 .

TREAS/DIRECTR P/T

FREDERIC GOLDSTEIN 585 WEST END AVE .,NY,NY 10024 0 .

0 .

0 .

0 .

0 .

0 .

SIMEON H .F . GOLDSTEIN DIRECTOR 3801 HUDSON MANOR TERRACE,BRONX,NY P/T 10463

0 . 0 .

0 . 0 .

DIRECTOR P/T

19 STATEMENT(S) 14, 15 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781 09000503 759420 135677832

FORM 990-PF OTHER LIABILITIES STATEMENT 14

DESCRIPTION AMOUNT

RENT SECURITIES PAYABLE 75,375 .

TOTAL TO FORM 990-PF, PART II, LINE 22, COLUMN B 75,375 .

NAME AND ADDRESS

MICHAEL JASPAN ESQ . 185 E . 85 ST ., NY, NY 10028

RABBI 0 . ASHER REICHEL 230 W . 79 ST ., NY, NY 10024

RONALD JASPAN 170 EAST 87 ST ., NY, NY 10128

CHIEF RABBI S . Y . COHEN 26 HOREV ST ., HAIFA, ISRAEL

NORMAN JASPAN 993 PARK AVE ., NY, NY 10028

SETH M. GOLDSTEIN 147-08 78TH AVE .,FLUSHING, NY 11367

SCY/DIRECTOR P/T

DIRECTOR P/T

DIRECTOR P/T

24,000 . 0 .

0 . 6,630 .

0 . 0 .

0 . 0 .

13~5677832

0 .

0 .

0 .

JAY STEPELMAN 3035 ARLINGTON AVE .,BRONX, NY 10463

0 . 0

DIRECTOR P/T

RABBI HILLEL REICHEL 92/1 PISGAT RAMOT, JERUSALEM,ISRAEL 12,000 . 0 . 0 .

TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII 104,654 . 42,896 . 0 .

FORM 990-PF GRANTS AND CONTRIBUTIONS STATEMENT 16 PAID DURING THE YEAR

20 STATEMENT(S) 15, 16 2001-05020 HARRY AND JANE FISCHEL FOUN 13567781 09000503 759420 135677832

HARRY AND JANE FISCHEL FOUNDATION

RABBI AARON REICHEL 83-28 ABINGDON RD,KEW GARDENS,NY 11415

MEIR KRAUS 10 MAALEH KATLAV,GIVAT RIMON,EFRAT,ISRAEL

DIRECTOR P/T

DIRECTOR P/T

ASS .DIRECTOR P/T

0 . 0

0 . 0

RECIPIENT NAME AND ADDRESS

HARRY FISCHEL INSTITUTE-JERUSALEM, ISRAEL

YESHIVA UNIVERSITY- 500 WEST 185 STREET NEW YORK, NY 10033

CONGREGATION ETZ CHAIM OF KEW GARDEN HILLS- 141-39 73RD AVE, KEW GARDEN HILL

RAMAZ - 60 EAST 78TH ST ., NEW YORK, NY 10021

CONGREGATION KNESETH BAIS YAAKOV - 1040 E . 17TH ST ., BROOKLYN, NY 11230

ARIEL AMERICAN FRIENDS OF MIDRASHA- 60 E . 42ND ST . #1419, NEW YORK, NY 10165

RECIPIENT RECIPIENT STATUS PURPOSE OF GRANT RELATIONSHP AMOUNT

FOREIGN SEE STATEMENTS E & NONE F 266,000 .

501 (C)(3) GENERAL NONE CONTRIBUTION

25,000 .


1,500 .

501 (C)(3) GENERAL NONE CONTRIBUTION 11,000 .


1,500 .


1,500 .

TOTAL TO FORM 990-PF, PART XV, LINE 3A 310,285 .

21 STATEMENT(S) 16 09000503 759420 135677832 2001 .05020 HARRY AND JANE FISCHEL FOUN 13567781

HARR~ AND JANE FISCHEL FOUNDATION 13-5677932

KEW GARDEN SYNAGOGUE ADATH 501 (C)(3) GENERAL NONE YESHURIN-8217 LEFFERTS CONTRIBUTION BLVD, KEW GARDEN, NY 11415 1,500 .

CRABAD LUBAVITCH OF 501 (C)(3) GENERAL NONE KENSINGTON - 605 OCEAN CONTRIBUTION PARKWAY, BROOKLYN, NY 11218 500 .

MISCELLANEOUS 501 (C)(3) GENERAL NONE CONTRIBUTION 1,785 .

90 99L'ZZL U ZLE'8917 86 99 L'L99 Iviol

89 660'Z L -F6 660-Z L saiHisnCINI H3dOOO ON IIVO 09 ZL 6WL ZL 6WL LO/6Z4 L S3omnOS3M NOiONnmne oo ~ iivo og (00 eg C 0 00 qcv,uz 00 CLZ'60Z 00000009 ONI 'S3o?jnOS3H NOIE)Ni-iNne Lo/co/zL LL M'96 00 096'6CZ LL 9L6't7CC snONVA 00000009 M3A-ino OiM381V 86/CZ/170

6L [gL'C 6L ~9L'C JJO-NIdS SMV OC 6 999 99 17L L01601LO 017060 (SS313UIM MV) SMV 00/OC/60 Z17 1768'0 L 170 ga,z 9t, ZL Cc~ LO/LOIZ~ 0000 t76 E)Niaiin8dlHS M3N iUOdMBN 96/ZL/ZL 9Z 6 V9 L 09 N LOIL0190 oooz 0 dMOO S:3V 3Hi L 0/ L Z/170 (SSO-1)/NIVE) sisve 30IMd Glos G-los NOI-LdIMOS3(l a3l:finoov

isoo ONI-1-13S 31V(l S3'dVHS 31V(l SS0,80 =10 #

Lonva aN3-MV3A =ld-066 WNO:l 7-

A ZCGLL99-EL 'NI3 NOI.LVaNno.A -13HOSI=l 3Nvr ONVkUNVH

D;r

BALANCE @ 12f3112000 # OF SHRS COST FM7_

BALANACE DESCRIPTION

5278 40623 86295 40,082 453,236 569966 36,499 401 784 766479 1000 1 847 25680 1 000 1 847 35813 1858 7922 33704 1 858 11 681 32050 1,414 10,974 67 108 1 414 10974 70877 1 800 7310 68670 1 800 7310 73,68B 698 2038 9535 698 2038 7853 180 2,907 8,030 IBC 2907 12 892

1000 27,160 48600 1,000 27 160 50,938 11 400 40624 275,738

1400 36403 7644 1400 36403 7438 1 296 3,948 8,165 1,296 3948 17,496

13 6DO 313594 281 520 1 3,600 313,594 299,200 62 524 2285 62 524 3,046

- - 194 2,218 10,088 970 27525 17218 970 27525 12,0D4 63 1,965 2046 63 1965 1,827

32,000 41,734 711 360 32000 41 734 786000 1,800 62,881 109836 1800 62 a8l 94837 3,363 13,471 131 729 3363 13471 160583

194 3409 396 194 3 4D9 582 108 359 1 312 108 359 1 114 597 3753 8579 709 2944 10017 709 2944 28980

9000 271,080 137817 2000 49,365 48876 loom 238,700 154380

-874 29032 798,231 683999

__T8_32,273 3,443,986

8349 745

3337 1051 365

2680 1,628

2,490

TOTALINVESTMENTS

STNt 6 ~Ae;P r 5

HARRY AND JANE FISCHEL FOUNDATION EIN 13-5677832 FORM 990-PF YEAR-END 12/31101

SECURITLE

THE AES CORPORATION ADAMS EXPRESS VODAPHONEIAIRTOUCH AT&T VERIZON BELL SOUTH CORP DELPHI AUTOMOTIVE EL PASO ENERGY GENERAL MOTORS CORP IPALCO ENTERPISES KMART LUCENT TECHNOLOGIES MASS MUTUAL GROUP CORP NCR NEWPORT NEWS SHIPBUILDING PACTIV CORP RAYTHEON SARA LEE CORP SOURCE CAPITAL INC SOUTHWESTERN BELL TENNECOINC AVAYA AWS (AT&T WIRELESS) QUEST COMMUNICATIONS

SUBTOTAL

PREFERRED STOC

INDUSTRIAL DEVELOPMENT BANK OF ISRAEL

OPTION ALBERTO CULVER CO CONSECO CO INC EXCHANGE CABLE AND WIRELESS COOPER INDUSTRIES INC LYONDELL CHEMICAL CO OGE ENERGY CORP HOLDINGS RUSSELL CORP OTHER SUBTOTAL

TOTAL STOCKS

G

CRESTAR LEADER AM SOUTH GE CAPITAL MTGE FLEET MTG ROUSSEAU CHEMICAL GNMA LOMAS

SUBTOTAL

OTHER ISRAEL BONDS

-f-,0-66,527 2209695

1 744 16742 4360

32 - 143 12000 270840 177720 5000 200350 174600 9,000 271 080 128970 2 ODO 49365 46 160 10 ODO 238,700 150100

-874 38032 1029,461 677693

_~ I 1 -2,730 2891 748

1,442 5302 - 320

2445

100 240

2599 1058

1,442 12 .064

100 ODO 100,ODO

-F2-14172 _3_00_3812

1 017300 2,749523

16742 10 464

8000 239960 342 504 32 422

2490 16 155

100,000 100,0DO

__7934 763 3,560,141

. I I

6-rhTEmt~T C-

HARRY AND JANE FISCHEL FOUNDATION 60 EAST 42ND STREET, NO 1419 NEVi YORK', NY 10165

EIN 13-5677832 FORM 990-PF YEAR-END 12/31/01

PART 11 LINE 11 - INVESTMENTS - LAND. BUILDING & EQUIPMENT

ACCUM NET COST DEPR BOOK VALUE FMV

KISSENA BLVD 199,296 115,536 83,760 713,000 PHYLLIS STREET, HAZLET 388,498 152,435 236,063 340,000 JERICHO TURNPIKE 210,912 2,041 208,871 450,000 375 EAST 163RD STREET 772,181 177,324 594,857 500,000 1241 VIELE BLVD, BRONX, NY 79,245 51,890 27,355 190,000 BLACK RIVER BLVD, ROME NY 244,344 74,261 170,083 273,000 1361 VIELE AVENUE BRONX, NY 447,504 54,683 392,821 485,000 60 EAST 42ND STREET NY, NY (OFFICE EQUIPMENT) 19,351 19,351 0 0

TOTAL 2,361,331 647,521 1,713,810 2,951,000

. I . I

Harry and Jane Fischel Foundation 60 East 42 nd Street New York, NY 10165

EIN : 13-5677832 FORM: 990-PF YEAR END : 12/31/01

Part VII-B Line

Michael Jaspan was paid a salary of $68,654 as Executive Director His salary was approved by the Board of Directors to be commensurate with the duties and responsibilities of his position

Frederic Goldstein was paid a fee of $24,000 for consulting services to the Foundation The fee was approved by the Board of Directors to be commensurate with the consulting services provided

Rabbi Hillel Reichel was paid a salary of $12,000 as Israel Associate Director His salary was approved by the board of Directors to be commensurate with the duties and responsibilities of his position

~ A

51-NT&~AeiA-T F--

Harry and Jane Fischel Foundation 60 East 42 "d Street New York, NY 10165

EIN : 13-5677832 FORM : 990-PF YEAR END : 12/31/01

Part XV: Grants and Contributions Paid

Hanry Fischel Institute :

The Institute includes a school for training judges for religious courts, publishes tracts in the field of religious law, researches and republishes Talmudic commentary in new editions utilizing heretofore unknown manuscripts

0- STATEMENT

Ir- 'Z Substantiation of Exercise of Expenditure Responsibility %~)

Name

Federal ID No

Year Ending . U01

Form 99D-PF, Part VII-B, Line 5

The following information is provided in accordance with IRC Sec 4945(h) (3) and Reg 53 4945-5(d) to demonstrate that the foundation exercised fiscal responsibility in regard to its grants

To the Grantor's Knowledge, Grantee Has

Diverted a Portion Dates Dates and Results of Funds from the Of Reports of Any Verification

Amounts Expended Purpose of the Received tram the of the Grantee's Name and Address of Grantee Amount of Grant Date of Grant Purpose of Grant by Grantee Grant (Yss[No) Grantee Reports

$

~OLL a~ CU (.o S26~ . OL)o X00 1 56S 51mi- e 2.&6 . 000 N D _M*,LW U01 Mik9a 14p2.001

ILW6 U 0 1 WUST 3,1, ;Lcoj WTFO 11b I 0a06M ~q, lool 10(1;mbaloul I MARCO

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