2024-11-12T15:20:15-06:00 2023-12-31 Brand Sonnenschine LLP 1641 East 16th Street FL 4 Brooklyn NY 11229 990PF 2023-01-01 202055940 HELLER FAMILY FOUNDATION % MOISHE HELLER HEL 7186332333 1437 59TH STREET BROOKLYN NY 11219 MOISHE HELLER OFFICER 7186332333 2024-11-12 true true Bruce Tager P00631278 2122190220 2024-11-12 2023 2024-10-15 13:58:12Z X 1140398 X 330000 113 113 19333 19333 -3433 254294 0 346013 19446 0 2005 1003 0 1002 565 565 7879 7879 10449 9447 0 1002 50000 50000 60449 9447 0 51002 285564 9999 8493 16128 16128 74048 74337 781031 984889 1049901 23 32 789524 1075088 1140398 0 0 X 789524 1075088 789524 1075088 789524 1075088 789524 285564 1075088 1075088 MERILL LYNCH 06264 COVERED SHORT TERM P 79362 76895 2467 2467 MERILL LYNCH 06264 COVERED LONG TERM 138679 144589 -5910 -5910 20 SH REAL ESTATE SELECT SECTOR SPDR FD SHS P 2022-05-11 2023-01-18 783 842 -59 10 SH VANECK SMICONDUCTOR ETF 2022-02-09 2023-01-18 2264 2857 -593 51 SH PACER DATA & INFRA REAL ESTATE ETF P 2021-12-15 2023-10-19 1582 2078 -496 19 SH ISHARES US REGIONAL BANKS ETF P 2021-12-15 2023-01-18 925 1161 -236 81 SH ISHARES MBS ETF P 2020-12-30 2023-01-18 7797 8899 -1102 54 SH REAL ESTATE SELECT SECTOR SPDR FS SHS P 2021-11-17 2023-01-18 2115 2680 -565 93 SH COMM SERVICES SELECT SECTOR P 2020-12-30 2023-01-18 4766 6974 -2208 30 SH FIRST TRUST CLOUD COMPUTING STF P 2021-12-15 2023-01-18 1801 3070 -1269 250 SH ISHARES INC CORE MSCI EMERGING MKTS ETF P 2021-01-13 2023-01-18 12545 14671 -2126 12 SH CONSUMER DISCRETIONARY SPDR P 2020-12-30 2023-01-18 1665 1924 -259 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 CAPITAL GAIN DIVIDENDS P 10 -3433 139 139 139 0 0 139 false false false false false false false false true NY true false false false false true MOISHE HELLER 7186332333 1437 59TH STREET BROOKLYN NY 11219 false false false false false false false false false false false false false false false false false false false false MOISHE HELLER 1437 59TH STREET BROOKLYN NY 11219 TRUSTEE 5.0 0 0 0 SARAH HELLER 1437 59TH STREET BROOKLYN NY 11219 TRUSTEE 5.0 0 0 0 788386 8276 0 796662 0 796662 11950 784712 39236 39236 139 139 39097 39097 39097 51002 0 0 0 0 51002 39097 2021 2020 2019 121743 126455 167996 11702 3709 431605 51002 39097 11905 443510 0 121743 321767 126455 167996 11702 3709 11905 MOISHE HELLER NA X BETH HATALMUD 2127 82ND STREET BROOKLYN NY 11214 NONE PC CHARITY 30000 KHAL TORAS CHAIM 5228 NEW UTRECHT AVE BROOKLYN NY 11219 NONE PC CHARITY 20000 50000 14 113 14 19333 18 -3433 16013 16013 false false false false false false false false false false X X 1 MOISHE HELLER 1437 59TH STREET BROOKLYN NY 11219 330000 X ACCOUNTING FEE 2005 1003 1002 MERILL LYNCH 06264 984889 1049901 74048 74337 DIVIDEND RECEIVABLES 23 23 INVESTMENT FEES 7879 7879 FOREIGN TAXES 565 565